Merge Unified's Oracle Sales Cloud integration Merge Agent Handler's Oracle Sales Cloud MCP server

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Oracle Sales Cloud

Learn more about Merge Agent Handler

Available tools

list_accounts

List accounts from Oracle Sales Cloud. Returns paginated list with organization name, type, owner, and primary contact. Use limit/offset for pagination and q for filters (e.g. q=OrganizationName LIKE Acme%).

get_account

Get a single account by PartyNumber. Returns full account details including organization name, contacts, and addresses. Use list_accounts to find valid PartyNumbers.

create_account

Create a new account in Oracle Sales Cloud. Requires organization_name. Optionally specify type, owner, and industry.

update_account

Update an account by PartyNumber. Use list_accounts to find valid PartyNumbers.

delete_account

Delete an account permanently. This action cannot be undone. Use list_accounts to verify the account before deleting.

list_account_contacts

List contacts associated with an account. Returns paginated list of contact records for the specified account. Use list_accounts to find valid PartyNumbers.

list_activities

List activities from Oracle Sales Cloud. Returns paginated list of tasks, appointments, and call reports. Use limit/offset for pagination and q for filters (e.g. q=ActivityFunctionCode=TASK).

get_activity

Get a single activity by ActivityNumber. Returns full activity details including subject, type, and status. Use list_activities to find valid ActivityNumbers.

create_activity

Create a new activity in Oracle Sales Cloud. Requires subject. Optionally specify type (APPOINTMENT, TASK, CALL_REPORT), status, and owner.

update_activity

Update an activity by ActivityNumber. Use list_activities to find valid ActivityNumbers.

delete_activity

Delete an activity permanently. This action cannot be undone. Use list_activities to verify the activity before deleting.

list_business_plans

List business plans from Oracle Sales Cloud. Returns paginated list with name, dates, and status. Use limit/offset for pagination.

get_business_plan

Get a single business plan by ID. Returns full business plan details including name, dates, and goals. Use listbusinessplans to find valid IDs.

create_business_plan

Create a new business plan in Oracle Sales Cloud. Requires name, customerid (account PartyId), periodstartname, and periodendname. Use listaccounts to find valid customer IDs.

update_business_plan

Update a business plan by ID. Use listbusinessplans to find valid IDs.

delete_business_plan

Delete a business plan permanently. This action cannot be undone. Use listbusinessplans to verify the plan before deleting.

list_campaigns

List campaigns from Oracle Sales Cloud. Returns paginated list with name, status, and dates. Use limit/offset for pagination and q for filters (e.g. q=StatusCode=ACTIVE).

get_campaign

Get a single campaign by CampaignNumber. Returns full campaign details including name, status, and dates. Use list_campaigns to find valid CampaignNumbers.

create_campaign

Create a new campaign in Oracle Sales Cloud. Requires name. Optionally specify status, start date, and end date.

update_campaign

Update a campaign by CampaignNumber. Use list_campaigns to find valid CampaignNumbers.

delete_campaign

Delete a campaign permanently. This action cannot be undone. Use list_campaigns to verify the campaign before deleting.

list_contacts

List contacts from Oracle Sales Cloud. Returns paginated list with name, email, and organization. Use limit/offset for pagination and q for filters (e.g. q=LastName LIKE Smith%).

get_contact

Get a single contact by PartyNumber. Returns full contact details including name, email, phone, and addresses. Use list_contacts to find valid PartyNumbers.

create_contact

Create a new contact in Oracle Sales Cloud. Requires lastname. Optionally specify firstname, email_address, and owner.

update_contact

Update a contact by PartyNumber. Use list_contacts to find valid PartyNumbers.

delete_contact

Delete a contact permanently. This action cannot be undone. Use list_contacts to verify the contact before deleting.

list_leads

List sales leads from Oracle Sales Cloud. Returns paginated list with name, status, and customer. Use limit/offset for pagination and q for filters (e.g. q=StatusCode=QUALIFIED).

get_lead

Get a single lead by ID. Returns full lead details including name, status, and associated contacts. Use list_leads to find valid lead IDs.

create_lead

Create a new sales lead in Oracle Sales Cloud. Requires name. Optionally specify customer and owner.

update_lead

Update a lead by ID. Use list_leads to find valid lead IDs.

delete_lead

Delete a lead permanently. This action cannot be undone. Use list_leads to verify the lead before deleting.

convert_lead_to_opportunity

Convert a qualified lead into an opportunity. The lead must be in a convertible state. Use list_leads to find valid lead IDs.

accept_lead

Accept a lead that has been assigned to you. Use list_leads to find valid lead IDs.

list_opportunities

List opportunities from Oracle Sales Cloud. Returns paginated list with name, status, win probability, and revenue. Use limit/offset for pagination and q for filters (e.g. q=StatusCode=OPEN).

get_opportunity

Get a single opportunity by OptyNumber. Returns full opportunity details including revenue, contacts, and status. Use list_opportunities to find valid OptyNumbers.

create_opportunity

Create a new opportunity in Oracle Sales Cloud. Requires name. Optionally specify target account, win probability, status, and currency.

update_opportunity

Update an opportunity by OptyNumber. Use list_opportunities to find valid OptyNumbers.

delete_opportunity

Delete an opportunity permanently. This action cannot be undone. Use list_opportunities to verify the opportunity before deleting.

list_opportunity_revenue_items

List revenue line items for an opportunity. Returns paginated list of revenue records. Use list_opportunities to find valid OptyNumbers.

list_territory_forecasts

List territory forecasts from Oracle Sales Cloud. Returns paginated list of forecast data by territory. Use limit/offset for pagination.

get_territory_forecast

Get a single territory forecast by ForecastParticipantId. Returns forecast details including amounts and territory info. Use listterritoryforecasts to find valid IDs.

validate_credential

Validate Oracle Sales Cloud credentials by making a lightweight API call. Used during credential setup to verify authentication is working correctly.

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How to set up Merge Agent Handler

In an mcp.json file, add the configuration below, and restart Cursor.

Learn more in the official documentation ↗

1{
2  "mcpServers": {
3    "agent-handler": {
4      "url": "https://ah-api-develop.merge.dev/api/v1/tool-packs/{TOOL_PACK_ID}/registered-users/{REGISTERED_USER_ID}/mcp",
5      "headers": {
6        "Authorization": "Bearer yMt*****"
7      }
8    }
9  }
10}
11

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Open your Claude Desktop configuration file and add the server configuration below. You'll also need to restart the application for the changes to take effect.

Make sure Claude is using the Node v20+.

Learn more in the official documentation ↗

1{
2  "mcpServers": {
3    "agent-handler": {
4      "command": "npx",
5      "args": [
6        "-y",
7        "mcp-remote@latest",
8        "https://ah-api-develop.merge.dev/api/v1/tool-packs/{TOOL_PACK_ID}/registered-users/{REGISTERED_USER_ID}/mcp",
9        "--header",
10        "Authorization: Bearer ${AUTH_TOKEN}"
11      ],
12      "env": {
13        "AUTH_TOKEN": "yMt*****"
14      }
15    }
16  }
17}

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Open your Windsurf MCP configuration file and add the server configuration below.
Click on the refresh button in the top right of the Manage MCP server page or in the top right of the chat box in the box icon.

Learn more in the official documentation ↗

1{
2    "mcpServers": {
3      "agent-handler": {
4        "command": "npx",
5        "args": [
6          "-y",
7          "mcp-remote@latest",
8          "https://ah-api.merge.dev/api/v1/tool-packs/<tool-pack-id>/registered-users/<registered-user-id>/mcp",
9          "--header",
10          "Authorization: Bearer ${AUTH_TOKEN}"
11        ],
12        "env": {
13          "AUTH_TOKEN": "<ah-production-access-key>"
14        }
15      }
16    }
17  }

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In Command Palette (Cmd+Shift+P on macOS, Ctrl+Shift+P on Windows), run "MCP: Open User Configuration".

You can then add the configuration below and press "start" right under servers. Enter the auth token when prompted.

Learn more in the official documentation ↗

1{
2  "inputs": [
3    {
4      "type": "promptString",
5      "id": "agent-handler-auth",
6      "description": "Agent Handler AUTH_TOKEN", // "yMt*****" when prompt
7      "password": true
8    }
9  ],
10  "servers": {
11    "agent-handler": {
12      "type": "stdio",
13      "command": "npx",
14      "args": [
15        "-y",
16        "mcp-remote@latest",
17        "https://ah-api-develop.merge.dev/api/v1/tool-packs/{TOOL_PACK_ID}/registered-users/{REGISTERED_USER_ID}/mcp",
18        "--header",
19        "Authorization: Bearer ${input:agent-handler-auth}"
20      ]
21    }
22  }
23}

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FAQs on using Merge's Oracle Sales Cloud MCP server

What is an Oracle Sales Cloud MCP?

It's an MCP server that gives your agents access to Oracle Sales Cloud's CRM and pipeline data via tools. Your agents can invoke these tools to query accounts and contacts, manage opportunities, log sales activities, create leads, and more.

Oracle doesn't offer an MCP server purpose built for Oracle Sales Cloud, but you can use one from a third-party platform, like Merge Agent Handler.

How can I use the Oracle Sales Cloud MCP server?

The use cases naturally depend on the agent you've built, but here are a few common ones:

Opportunity stage updates from Slack: An agent listens for deal update commands in a Slack sales channel and updates the corresponding Oracle Sales Cloud opportunity stage, close date, or amount without requiring reps to open the CRM

Automated activity logging: An agent detects completed calls or emails in a communication tool like Outreach or Salesloft and logs the corresponding activity against the right contact and account in Oracle Sales Cloud

Account enrichment: An agent pulls firmographic data from an external source like ZoomInfo or Clearbit and updates Oracle Sales Cloud account records with the latest revenue, headcount, and industry fields

Pipeline reporting: An agent queries open opportunities filtered by stage and close date and generates a formatted pipeline summary delivered to sales leadership via email or a Google Slides deck

What are popular tools for Oracle Sales Cloud's MCP server?

Here are some of the most commonly used tools:

list_opportunities: retrieves sales opportunities with filters for stage, owner, close date, or account. Useful for agents that need to build pipeline reports or identify deals requiring attention based on inactivity

update_opportunity: modifies fields on an existing opportunity such as stage, amount, or close date. Call this when an agent is processing deal updates from a communication tool or external workflow trigger

list_accounts: fetches accounts with optional filters by industry, region, or owner. Good for workflows that need to segment the customer base before running an enrichment or outreach campaign

create_lead: creates a new lead record with contact and company details. Use this when an agent captures a new prospect from a marketing form, event list, or third-party data source

create_activity: logs a sales activity such as a call, email, or meeting against a contact or account. Helpful when an agent needs to maintain an accurate engagement history without requiring manual CRM entry from reps

list_contacts: retrieves contacts associated with an account or opportunity. Call this when an agent needs to identify the right stakeholders before drafting outreach or routing a support escalation

What makes Merge Agent Handler's Oracle Sales Cloud MCP server better than alternative Oracle Sales Cloud MCP servers?

Merge Agent Handler's Oracle Sales Cloud MCP server stands out from alternatives in a few important ways:

Enterprise-grade security and DLP: Merge Agent Handler includes built-in data loss prevention controls that let you block or redact sensitive fields before they reach an agent. For Oracle Sales Cloud, this means you can prevent deal values, account revenue figures, or contact personal details from being exposed even when the agent has broad read access

Managed authentication and credentials: Merge stores and refreshes Oracle Sales Cloud credentials on your behalf. You never expose raw API keys or OAuth tokens to an agent or manage token rotation manually

Real-time observability and audit trail: Every tool call made against Oracle Sales Cloud is logged with timestamp, tool name, input parameters, and response metadata. You can audit exactly what an agent read or wrote without instrumenting anything yourself

Tool Packs and controlled access: Tool Packs let you bundle specific Oracle Sales Cloud tools with tools from other connectors into a single MCP endpoint, scoped to a specific use case. An agent gets exactly the tools it needs, nothing more

How can I start using Merge Agent Handler's Oracle Sales Cloud MCP server?

You can take the following steps:

1. Create or log into your Merge Agent Handler account.

2. Install the Merge CLI by running pipx install merge-api, then run merge configure to link the CLI to your Merge account and merge login to authenticate your session.

3. Register the Agent Handler MCP server with Claude Code by running claude mcp add --transport http agent-handler https://ah-api.merge.dev/mcp, then open Claude Code and run /mcp to confirm agent-handler appears with a connected status.

4. Select agent-handler from the MCP list. This opens a browser window where you select which integrations to authenticate. Choose Oracle Sales Cloud and complete the auth flow. Merge stores and manages the credentials going forward.

5. Open a Claude Code session and start querying Oracle Sales Cloud data directly. The first time you use an Oracle Sales Cloud tool, a Magic Link may appear to complete connector authentication.

If you want to connect Merge Agent Handler's Oracle Sales Cloud MCP with internal or customer-facing agentic products, you can follow the steps in our docs.