Evidence tier Source Confirmed · 7 captures on record
What the publisher says
As described on Microsoft Marketplace.
GPTfy MCP Server gives your AI clients - Claude, ChatGPT, or any MCP-enabled tool - direct, on-demand access to your live Salesforce data. Sales reps, account managers, and RevOps teams can query any account, opportunity, case, or contact directly from their AI chat window, with no copy-pasting and no tab-switching.
Powered by GPTfy's agent prompt engine, the MCP Server exposes your curated Salesforce prompts as callable tools. Ask your AI to run an Account 360, summarize open cases, build a pipeline review, or generate a full account plan. All grounded in real Salesforce data, returned in seconds.
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What You Can Do
- Ask Claude, ChatGPT and MCP compatible client about your connected Salesforce instance.
- Pull contacts, opportunities, cases, and assets without leaving your AI chat window
- Generate polished account plans and 360 documents, downloadable as Word files
- Use account plans directly in pipeline reviews, QBRs, and team handoffs
- Combine Salesforce data with other connected tools (Gmail, Calendar, and more) in one session
How It Works
Your GPTfy agent prompts are automatically exposed as MCP tools. Once connected, your AI client calls those tools on demand, querying Salesforce, running analysis, and generating documents with no manual export required.
- Open Claude, ChatGPT, or any MCP-compatible client
- Ask about an account, a deal, or a set of cases in plain language
- GPTfy retrieves live Salesforce data and returns a structured, AI-analyzed result
- Optionally ask your AI to generate an account plan or review document from that data
Built for the Whole Revenue Team
- Sales Reps - Get up to speed on any account before a call, instantly
- Account Managers - Generate full account 360s with stakeholder maps and action items from a single prompt
- Sales Managers - Run pipeline reviews and QBRs using AI-generated summaries grounded in live data
- RevOps Teams - Surface account health signals, open cases, and pipeline gaps across the book of business
- New Reps - Onboard onto key accounts without manually digging through Salesforce
MCP + A2A Protocol Support
Built on the Model Context Protocol (MCP), the universal connector standard for AI agents. Also supports the Agent-to-Agent (A2A) protocol for multi-step AI workflows across Salesforce and connected platforms.
Requirements
- GPTfy installed and configured on your Salesforce org
- An MCP-compatible AI client (Claude, ChatGPT, or equivalent)
- Salesforce user permissions appropriate to the records being queried
Preview
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Agent build and provenance
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Compliance
- FedRAMPConfirmedNot listed90%, registry-checkedNo FedRAMP Marketplace entry matched this vendor's domain, checked 2026-08-27registry recordas observed 2026-08-27
Confirmed means matched to a public authoritative registry. Claimed means the vendor or its listing states it, not yet cross-checked. A framework not shown was not found in any source we hold, which is not evidence against it. Not listed means a scoped registry check found no match for this vendor's domain: a No is a scoped registry check, not a compliance judgment. Confidence bands: 95% domain-verified, 90% registry-checked, 80% self-attested, 70% weak signal. Self-attested items marked “vendor's site” are gathered from the vendor's own website and are not verified by us.
Vendor
External enrichment
Sources
Publisher resources
2 linksLinked repositories
Unknown means this listing does not publish a repository. It is not a statement that the code is closed, and a linked repository is not a claim that the publisher wrote it: the registry computes that relationship privately and does not publish it.
Evidence risk is the share of the build you cannot see before you deploy, not a security rating. Sign in to see the layer-by-layer basis for this band.