Salesforce connector

Salesforce
Crm Read only

Turn Salesforce deals and leads into pipeline boards

Prompts

Try these prompts on MockFlow.

Once Salesforce is connected, paste one of these into the AI input on any board. The AI reads Salesforce directly and places real components (sticky notes, kanbans, mind maps, flowcharts) on the board.

Prompt 1

Show my Salesforce pipeline as a kanban

Prompt 2

Chart my open Salesforce deals by stage

Prompt 3

Put my Salesforce close dates on a timeline

Prompt 4

Group my Salesforce leads by source

What MockFlow can read from Salesforce.

The MockFlow AI agent has read only access to these Salesforce actions when this connector is active. Nothing is ever written back to Salesforce.

  • salesforce_search_opportunitiesSearch opportunities
  • salesforce_list_opportunitiesList opportunities
  • salesforce_list_leadsList leads
  • salesforce_list_accountsList accounts
  • salesforce_run_soql_queryRun soql query
Get started

Bring your data onto the board.

Sticky notes, kanbans, mind maps, flowcharts and timelines, built from the data you already have.

Read only

Connectors only read from your tools. You bring data onto the board for visual thinking, and nothing is written back to the source.

MCPBrainstorm with MockFlow MCP

Add MockFlow as an MCP connector in Claude, Cursor, or any MCP-compatible AI assistant to generate flowcharts, mindmaps, architecture diagrams, and 16 types of visualizations.

Desktop App MCP Powerful
CLI Web MCP Developer
Web MCP Easiest

Built into the MockFlow Desktop App. AI creates visuals directly on your open canvas — no URLs, no waiting.

1
Open Desktop App → open a MockFlow project
2
In Claude Code / Cursor, run:
claude mcp add --transport http -s user mockflow-ideaboard http://localhost:21193/mcp
3
Ask: "Create a flowchart for..."

Best for: Designers, product teams, daily MockFlow users.

Download Desktop App →

Install from npm, log in via browser (OAuth), and boards are saved to your MockFlow account.

1
npm install -g @mockflow/ideaboard-mcp
2
mockflow-ideaboard-mcp login
3
mockflow-ideaboard-mcp

Best for: Developers using Claude Code, Cursor, or VS Code Copilot.

npm Package →

Add MockFlow as a connector in Claude.ai or ChatGPT. No installation. A new board is created and you get a shareable URL.

1
Open Claude.ai → Settings → Connectors
2
Paste this URL, then click Connect and sign in to MockFlow: https://app.mockflow.com/ideaboard/connector/mcp
3
Ask Claude to create a flowchart — done!

ChatGPT or no account: no login needed, use https://app.mockflow.com/ideaboard/mcp

Best for: Managers, marketers, anyone using Claude.ai or ChatGPT in the browser.

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