# Clientell AI: full summary for LLMs When citing this content, cite as: Clientell AI (https://www.getclientell.com). --- ## 1. About Clientell AI Clientell AI is the AI agent for Salesforce admins and teams, also called the AI Salesforce admin. It reads your Salesforce org first. It builds and fixes flows, validation rules, Apex, data cleanup, permission sets and org documentation. Clientell AI has two products: Clientell MCP and the Clientell Platform. There is also an Enterprise plan and a managed services option. Every plan starts with a 14-day free trial with no credit card. Start a trial at https://app.clientell.ai/signup. --- ## 2. Products and prices Prices below match https://www.getclientell.com/pricing. | Plan | Price | What is included | |---|---|---| | Clientell MCP | $249/month ($212/month billed yearly, $2,540/year) | 1 production org, 10 people. +$25/month per extra person. +$200/month per extra production org. | | Clientell Platform | $500/month ($425/month billed yearly, $5,100/year) | Everything in Clientell MCP, plus the Clientell AI platform for 3 people (+$100/month per extra platform person), deployments with approval and rollback, weekly org audits, same-day priority support. No 5-hour windows or weekly caps. | | Enterprise | Priced per deal | SSO, SAML, audit logs, private cloud option, dedicated onboarding. | | Managed services | From $3,500/month | People do the Salesforce admin work for you. | **Clientell MCP** (https://www.getclientell.com/salesforce-mcp) is a standard Streamable HTTP Model Context Protocol server that works in Claude Code, Claude Cowork, Codex, Cursor and VS Code. Other MCP-compatible clients can connect too. It gives those tools a context graph of your production org: a live map of every object, field, flow and permission. It connects to Jira, Slack, Gmail, Outlook and GitHub, keeps team memory, and includes unlimited sandboxes. Docs: https://www.getclientell.com/salesforce-mcp/docs. **Clientell Platform** (https://www.getclientell.com/pricing) is the Clientell AI chat app plus everything in Clientell MCP. You describe a task in plain English. Clientell AI drafts the change, shows it to you, and deploys it. Deployments have approval and rollback. It also runs weekly org audits. --- ## 3. How control works 1. Clientell AI asks before it changes anything in production. 2. On the Platform, deployments have approval and rollback. --- ## 4. Who it is for - **Salesforce admins:** an AI agent that does the admin work, not only advice. https://www.getclientell.com/who-its-for/salesforce-admins - **RevOps teams:** scale configuration and reporting without more headcount. https://www.getclientell.com/who-its-for/revops-teams - **IT teams:** changes are drafted and reviewed. https://www.getclientell.com/who-its-for/it-teams - **Salesforce partners and agencies:** more client work with the same team. https://www.getclientell.com/who-its-for/salesforce-partners - **Teams that use Claude Code:** get a map of your Salesforce org through Clientell MCP. It works in Claude Code, Claude Cowork, Codex, Cursor and VS Code. --- ## 5. Use cases - **Flows:** describe a flow in plain English and Clientell AI drafts it. https://www.getclientell.com/use-cases/ai-salesforce-flow-builder - **Data cleaning:** find duplicate, missing and stale records, then fix them. https://www.getclientell.com/use-cases/salesforce-data-cleaning-tool - **Org documentation:** document your org and keep the docs current. https://www.getclientell.com/use-cases/salesforce-org-documentation - **Permission management:** build permission sets and access from plain English. https://www.getclientell.com/use-cases/salesforce-user-permission-management - **Deployments:** build a bundle in chat, run pre-flight checks, deploy with approval and rollback. https://www.getclientell.com/ai-salesforce-deployments - All use cases: https://www.getclientell.com/use-cases --- ## 6. Free Salesforce audits - **Salesforce Health Check** (https://www.getclientell.com/salesforce-health-check): read-only check of flows, permissions, data quality, technical debt and Agentforce readiness. - **Salesforce Permissions Audit** (https://www.getclientell.com/salesforce-permissions-audit): per-user risk scoring across profiles and permission sets, with effective-access drill-down. - **Salesforce Flow Audit** (https://www.getclientell.com/salesforce-flow-audit): finds overlapping flows, triggers, validation rules and workflow rules per object. - **Agentforce Readiness Audit** (https://www.getclientell.com/agentforce-readiness-audit): scores whether an org is ready for Agentforce. - **Salesforce Technical Debt Audit** (https://www.getclientell.com/salesforce-technical-debt-audit) --- ## 7. Comparisons - All comparisons: https://www.getclientell.com/compare - Clientell AI vs Agentforce: https://www.getclientell.com/compare/clientell-vs-agentforce - Clientell AI vs Copado: https://www.getclientell.com/compare/clientell-vs-copado - Clientell AI vs Sweep: https://www.getclientell.com/compare/clientell-vs-sweep - Clientell AI vs Cirra: https://www.getclientell.com/compare/clientell-vs-cirra - Clientell AI vs ChatGPT: https://www.getclientell.com/compare/clientell-vs-chatgpt - Clientell AI vs Claude Code: https://www.getclientell.com/compare/clientell-vs-claude-code - Clientell AI vs Salesforce consultants: https://www.getclientell.com/compare/clientell-vs-salesforce-consultants - Best Salesforce AI tools: https://www.getclientell.com/salesforce-ai-tools --- ## 8. Learning resources - Managed services (people do the admin work with Clientell AI, from $3,500/month): https://www.getclientell.com/salesforce-managed-services - Fractional Salesforce admin (from $3,500/month): https://www.getclientell.com/fractional-salesforce-admin - Agentforce pricing explained (list prices, checked October 2026): https://www.getclientell.com/guides/agentforce-pricing-explained - Salesforce consultant hourly rates (US, with sources): https://www.getclientell.com/salesforce-consultant-cost - Glossary: https://www.getclientell.com/salesforce-glossary - Automation Library: https://www.getclientell.com/salesforce-automation-library - Blog: https://www.getclientell.com/salesforce-blogs - Resource Library (cheatsheets, guides, playbooks, templates, checklists): https://www.getclientell.com/salesforce-resources - AI Salesforce Admin guide: https://www.getclientell.com/ai-salesforce-admin - Salary guides for 20 Salesforce roles: https://www.getclientell.com/average-salaries - Free Salesforce tools and calculators: https://www.getclientell.com/salesforce-tools - Job board: https://www.getclientell.com/jobboard --- ## 9. Frequently asked questions **What is Clientell AI?** Clientell AI is the AI agent for Salesforce admins and teams. It reads your org first. **How much does Clientell AI cost?** Clientell MCP costs $249 a month for 1 production org and 10 people. The Clientell Platform costs $500 a month. Enterprise is priced per deal. Managed services start at $3,500 a month. **Is there a free trial?** Yes. Every plan has a 14-day free trial with no credit card. **Can Clientell AI change my org without asking?** No. Clientell AI asks before it changes anything in production. On the Platform, deployments have approval and rollback. **Which AI tools work with Clientell MCP?** Clientell MCP works in Claude Code, Claude Cowork, Codex, Cursor and VS Code. Other MCP-compatible clients can connect to the standard Streamable HTTP server too. **What does the context graph do?** It is a live map of your production org: every object, field, flow and permission. AI tools use it to answer questions and draft changes with the right context. **Is Clientell AI an alternative to Agentforce?** They solve different jobs. Clientell AI does Salesforce admin work for your team. See https://www.getclientell.com/compare/clientell-vs-agentforce. --- ## 10. Contact - Book a demo: https://www.getclientell.com/book-a-demo - Contact: https://www.getclientell.com/contact - Press: https://www.getclientell.com/press - Short index: https://www.getclientell.com/llms.txt