Prerequisites
Sweep account with Agentic Layer enabled
Claude Max, Team, or Enterprise plan
Admin access if using Team or Enterprise plans
Setting it up in Claude.ai
Go to Claude settings - https://claude.ai/settings/profile.
If you're on a Team plan, ask your admin to visit Claude integrations from https://claude.ai/settings/integrations.
In the Connectors section, click Add More.
Add the Sweep MCP server:
Name: Sweep
Server URL: https://sweepmcp.com/sse
Click Add.
In Claude, start a new chat and click Connect under the Search and Tools menu
Authorize Claude to access the Sweep MCP Server with your Sweep account.
Once the Sweep MCP server is connected, a new chat interface will appear. Make sure the Sweep MCP server displays the number of tools Claude can access.
Once connected, Claude can act as a powerful interface between you and your Salesforce org, helping you explore and manage your setup more intelligently. Here are a few practical ways to use it:
Ask about your Salesforce configuration
“What automation updates the
Opportunity Stagefield?”“Which flows are triggered when a lead is converted?”
“Show me all the validation rules active on the Lead object.”
Analyze GTM performance and conversion metrics
“What’s the average lead-to-opportunity conversion rate over the past 6 months?”
“Which lead sources convert at the highest rate?”
“How long does it take, on average, to convert a lead by source or campaign?”
“What’s the drop-off rate between stages in our sales funnel?”
“Which reps have the highest conversion from demo to closed-won?”
Understand process and system dependencies
“If I deactivate the
Assign MQLflow, what else will be affected?”“What triggers are involved when a Case is created via web form?”
Generate documentation and visuals
“Can you generate a diagram of our lead lifecycle automation?”
“Summarize the logic behind our opportunity scoring model.”
Spot opportunities for cleanup and optimization
“What fields are rarely populated on closed-won opportunities?”
“Which reports haven’t been viewed in the last year?”
“List unused custom fields on the Account object.”
Compare environments (if using multiple orgs via Sweep)
“What’s different between sandbox and production in Lead Page Layouts?”
“Show me metadata changes made since the last deployment.”
By connecting Sweep to Claude, you're equipping your team with a conversational, AI-powered Salesforce analyst and architect. Whether you're trying to understand performance trends, prepare for a cleanup project or onboard a new admin, you can now do it faster and more confidently, just by asking.