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ForgeFlow

for Zluri

rocket_launchMCP Server for Claude

Salesforce deals, pipeline, analytics. Handled.

ForgeFlow connects Claude to your Salesforce org so you can search deals, update stages, and analyze your pipeline — all through natural conversation.

Role-based access keeps admins, team members, and deal owners in their lanes. No database. No session store. Just encrypted tokens and Salesforce's own permission model.

See how it works play_circleExplore tools

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Show me deals closing this month over $50k

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Found 3 deals closing this month over $50k:

Acme Corp — $75,000 (Negotiation)
TechStart Inc — $52,000 (Proposal)
Global Ltd — $120,000 (Closed Won)

11 Tools, Three Access Levels

Enterprise-Grade Deal Management

Every tool validates permissions at runtime. Admins see the full picture. Team members collaborate. Owners execute.

Natural Language Search

Search deals by name, stage, date, or amount using everyday language. No complex SOQL or filters needed.

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Deal CRUD & Ownership

Create, update, and move deals through pipeline stages. Ownership rules enforced — non-owners can't change amount or stage.

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Admin Analytics

Pipeline summaries by stage, deal analytics by geography, lead source, type, or forecast category. Admin-only tools.

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Stateless Security

AES-256-GCM encrypted bearer tokens. OAuth 2.0 + PKCE. No database, no session store — zero data retention.

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Simple 3-Step Setup

Get your team up and running in minutes with our streamlined deployment process.

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Add Tool to Claude CoWork

Step 1

Configure the custom tool in your Claude workspace with our guided integration helper.

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Authenticate with Salesforce

Step 2

Securely connect your Salesforce credentials using enterprise-grade OAuth 2.0 + PKCE protocols.

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Start Chatting

Step 3

Use natural language to manage your deals, update pipeline stages, and analyze performance directly from Claude.

Enterprise Access Model

ForgeFlow maps directly to your existing Salesforce security model, ensuring users only interact with authorized records.

Role	View Rights	Edit Rights	Analytics Access
personDeal Owner	Owned Opportunities only	Full CRUD — stage, amount, all fields	Personal performance
groupsTeam Member	Team's Opportunities	Update fields except stage & amount	Team roll-up via my_team_deals
admin_panel_settingsSystem Admin	All Org Opportunities	Read-only (analytics tools only)	Full pipeline & deal analytics

Ready to manage deals from Claude?

Connect your Salesforce org in minutes — just your deals and your AI assistant.

Get ForgeFlow Today