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Browse › Sales & RevOps › Salesforce Pipeline Forecast Reconciler
Code agentScanned & human-reviewedAny MCP client
Salesforce Pipeline Forecast Reconciler
Reconciles Salesforce pipeline forecasts with historical win rates for adjusted projections
Before you connect: what this agent would do
A preview derived from this agent’s definition — not a live run. Nothing runs and no key is sent until you connect. FindAgent runs it in an isolated sandbox on the hosted connection.
Credentials it will ask for (4)
- Salesforce Access Token· optional
Only ever sent to: login.salesforce.com, *.salesforce.com
- Salesforce Instance URL· optional
Only ever sent to: *.salesforce.com
- Google Sheets Service Account (JSON)· optional
Only ever sent to: sheets.googleapis.com, oauth2.googleapis.com
- Slack Bot Token· optional
Only ever sent to: slack.com
Safety rails that guard it
- Every result is scanned for leaked secrets and prompt-injection before it reaches you — a check no agent can turn off.
Connect over MCP — runs anywhere
Salesforce Pipeline Forecast Reconciler runs on FindAgent and connects over MCP — no download, no local runtime. Add the server URL to any MCP-capable client.
1 · Choose your client
2 · Add the server URL
remote MCP
https://mcp.findagent.cloud/agents/salesforce-pipeline-forecast-reconcilerChatGPT (Plus / Pro): Settings → Connectors → add a remote MCP server, then paste the URL and approve it.
You add this server inside your client and approve it once — that in-client step is a security check, so there's no one-click button for it.
Signing in: the first time you connect, your client opens a FindAgent sign-in page — approve once and you're connected. There's no API key or token to copy; access is tied to your FindAgent account.
What you'll need — and where to get it
You enter these when you connect. They're encrypted, only ever sent to the agent's allowed hosts, and never shared with the creator.
Salesforce Access Token · optional
Salesforce OAuth access token (SF_ACCESS_TOKEN). Required for live Salesforce data. Leave blank to use mock fixtures for testing.Get this from login.salesforce.com's account or API settings.Paste the value as a single line.Only sent to: login.salesforce.com, *.salesforce.comSalesforce Instance URL · optional
Salesforce instance URL, e.g. https://myorg.my.salesforce.com. Required alongside the access token for live data.Get this from *.salesforce.com's account or API settings.Paste the value as a single line.Only sent to: *.salesforce.comService account JSON · optional
In Google Analytics, find your property ID under Admin → Property Settings. Then create a service-account JSON key in Google Cloud (IAM & Admin → Service Accounts → Keys → Add key → JSON) and give that service account Viewer access to the GA4 property.Paste the full JSON of the key file (not a file path) — single-value keys are a single line. FindAgent stores it securely and gives the agent a file path to it.Only sent to: sheets.googleapis.com, oauth2.googleapis.comSlack Bot Token · optional
Slack bot token (xoxb-...) for posting forecast summaries to a #revenue channel.Create a Slack app (api.slack.com/apps), add the scopes the agent needs, install it to your workspace, and copy the bot/user token.Paste the value as a single line.Only sent to: slack.com
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