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AI Agent for Salesforce

MokuBotAI Agent for Salesforce

Stop wasting hours on SOQL, Apex and admin clicks. MokuBot's AI agent lives inside your Salesforce tab and does it for you.

Part of Innovation Solution Hub - MokuHub

Built for Salesforce
Uses Your Session
AI-Powered
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MokuBot AI agent panel running a SOQL query inside Salesforce

Everything You Need to Master Salesforce

9 powerful capabilities powered by an autonomous AI agent - not just a chatbot.

Instant SOQL & SOSL Queries

Available

MokuBot resolves field API names, writes optimized SOQL/SOSL, runs it through your session, and displays paginated results - in seconds.

Key Features:

  • Plain English to SOQL/SOSL
  • Interactive result tables
  • CSV export
  • Multi-turn conversation context

Create & Update Records

Available

Create or update Accounts, Contacts, Opportunities and custom objects. MokuBot looks up IDs, checks required fields, and confirms before executing.

Key Features:

  • Create, Read, Update
  • Standard & custom objects
  • Required field validation
  • Relationships & lookups

Write & Deploy Apex / LWC

Available

Describe the trigger, class, or Lightning Web Component you need. MokuBot generates the code, validates via the Tooling API, and asks approval before deploying.

Key Features:

  • Apex classes, triggers, tests
  • Lightning Web Components
  • Tooling API validation
  • Approval gate before deploy

Schema Explorer

Available

Inspect any object's fields, picklist values, record types, validation rules and relationships - without leaving the side panel.

Key Features:

  • Object & field metadata
  • Picklist values & dependencies
  • Validation rules & formulas
  • Cross-object relationships

Live SOQL-Powered Dashboards

Available

Live dashboards backed by SOQL and rendered with Recharts inside the side panel. Bar, line, pie, area, scatter, KPI cards.

Key Features:

  • Bar, line, pie, area, scatter
  • KPI cards & summaries
  • SOQL-backed, live data
  • No setup, just describe it

Orchestrator + 11 Specialists

Available

A coordinator agent dispatches work to 11 specialist sub-agents - SOQL, Apex, LWC, dashboards, metadata, schema - each focused on its domain.

Key Features:

  • Orchestrator coordinates work
  • 11 specialist sub-agents
  • Each focused on its domain
  • Faster, more accurate results

Org Health Monitoring

Available

Inspect API usage, governor limits, sandbox status, deployment history and recent errors - all from inside the panel.

Key Features:

  • API & governor limits
  • Sandbox & deploy status
  • Recent error monitoring
  • Org snapshot at a glance

Tooling API Power Tools

Available

Anonymous Apex execution, debug log inspection, metadata edits, deployment tracking - through the Tooling API, with the approval gate engaged.

Key Features:

  • Run anonymous Apex
  • Debug log inspection
  • Metadata edits
  • Deployment tracking

Page-Context Awareness

Available

MokuBot knows which Salesforce record, list view, or report you're looking at - and uses that context to answer faster and more accurately.

Key Features:

  • Knows your current record
  • Reads list views & reports
  • Object & layout aware
  • No copy-paste needed

Why MokuBot
for Salesforce

Not a chatbot. Not an external SaaS. A real AI agent that lives inside your Salesforce tab.

Lives Inside Salesforce

A Chrome side panel right next to your Salesforce tab. No new app to learn, no separate window, no context switching.

Orchestrator + 11 Specialists

A coordinator agent dispatches to 11 domain specialists (SOQL, Apex, LWC, dashboards, schema, metadata, more) - faster and more accurate than a single LLM.

Multi-LLM Engine

Backed by Claude, OpenAI and Gemini - automatically picks the right model for the job (deep reasoning, fast queries, structured output).

Live SOQL with Guardrails

Read-only by default. Any write needs an explicit approval prompt. Your data stays in your org - MokuBot just orchestrates it.

Apex Execution with Approval Gate

Apex, LWC, and metadata changes are previewed and held at an approval prompt until you confirm - no auto-deploy surprises.

Page-Context Aware

MokuBot reads the record, list view or report on your screen - so you never have to paste IDs or describe what you're looking at.

Token Transparency

See the exact tokens, model, and cost for every request - no surprise bills, no hidden inference.

Admins, developers, power users and consultants - anyone who lives in Salesforce.

Built for Salesforce Power Users

Salesforce Administrators

Schema lookups, mass updates, validation rule audits, user troubleshooting - all from one prompt.

Salesforce Developers

Apex classes, triggers, LWC, Tooling API queries, anonymous Apex - generated, validated, and deployed with approval.

Sales & Service Cloud Power Users

Pipeline queries, case backlogs, custom dashboards - no admin ticket needed, just describe what you want to see.

Consultants & Architects

Walk into a client org, ask plain-English questions about the schema, generate metadata reports, build PoCs in minutes.

Safety Built In

Read-only by default, explicit approvals for every write. Your Salesforce session, your control.

Read-Only by Default

MokuBot starts in read-only mode. Queries, schema inspection, and reports run without any approval prompts.

Approval Gate on Writes

Every write operation - record updates, Apex execution, metadata changes - is held at an approval prompt until you confirm.

Tool Categories

Tools are grouped by risk level. You can pre-approve safe categories or require approval per call - your choice.

Your Salesforce Session, Your Credentials

MokuBot uses your existing Salesforce browser session. Your credentials are never stored or transmitted to any external server - the extension talks to Salesforce directly from your browser.

Frequently Asked Questions

Built for Salesforce
AI-Powered
Free Early Access

Ready to Put an AI AgentInside Your Salesforce Org?

Join the MokuBot for Salesforce waitlist - founder pricing locked in for early members.

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