Integrating Cursor CLI with Salesforce Data via CData CLI
Cursor is an AI editor and coding agent built by Anysphere that plans, writes, and reviews code using agents that understand your entire codebase. Cursor CLI brings these agentic capabilities natively to the terminal, allowing developers to run agents in any terminal, script, or editor without switching context. Its support for integrations and custom agent rules makes Cursor CLI well-suited for structured, multi-step workflows, making it a natural fit for connecting to external data sources through tools like CData CLI. By describing your data goals in plain language, Cursor's agent handles the full setup process from driver configuration to query execution without manual intervention at each step.
This article details step-by-step directions for how to connect Salesforce to Cursor CLI through CData CLI.
Prerequisites
- Cursor CLI installed
- CData CLI installed
- Access to Salesforce
About Salesforce Data Integration
Accessing and integrating live data from Salesforce has never been easier with CData. Customers rely on CData connectivity to:
- Access to custom entities and fields means Salesforce users get access to all of Salesforce.
- Create atomic and batch update operations.
- Read, write, update, and delete their Salesforce data.
- Leverage the latest Salesforce features and functionalities with support for SOAP API versions 30.0.
- See improved performance based on SOQL support to push complex queries down to Salesforce servers.
- Use SQL stored procedures to perform actions like creating, retrieving, aborting, and deleting jobs, uploading and downloading attachments and documents, and more.
Users frequently integrate Salesforce data with:
- other ERPs, marketing automation, HCMs, and more.
- preferred data tools like Power BI, Tableau, Looker, and more.
- databases and data warehouses.
For more information on how CData solutions work with Salesforce, check out our Salesforce integration page.
Getting Started
Step 1: Download the skill (one-time setup)
Always use CData CLI with the official skill.
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The official CData CLI Skill on GitHub can be downloaded using npx skills through the terminal:
npx skills add CDataSoftware/cli-skills
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Follow the prompts in the terminal to install for Cursor CLI.
Step 2: Set up the project directory
Create a project directory to contain all project files.
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Navigate to your desired directory in the terminal and start a session with the agent command.
Step 3: Establish the driver and connection
Describe what you want to accomplish in this session with the CLI and Salesforce data.
I would like to build a command line app that connects to Salesforce and checks for updates from Account. Make sure to include data from important columns like Industry and AnnualRevenue.
This prompt automatically loads the skill and kicks off the following process. You can always manually prompt the agent for each of the following steps.
- Driver setup: Cursor CLI checks for an existing CData Salesforce driver, or searches and downloads a new one:
cdatacli drivers list
cdatacli drivers search Salesforce
cdatacli drivers download --artifact-id <artifact-id>
- Activation: Activate the Salesforce driver with a single command for a trial or full license:
cdatacli drivers activate Salesforce --name "<name>" --email "<email>" --trial
cdatacli drivers activate Salesforce --name "<name>" --email "<email>" --key "<product-key>"
- Establish the connection: Check for existing Salesforce connections or create a new one:
cdatacli connection list
cdatacli drivers activate Salesforce --name "<name>" --email "<email>" --trial
- Create a Salesforce skill (if applicable): CData provides driver instructions for popular sources that can be used to create a source-specific skill to guide the agent through best practices for the driver.
- Run the following command to generate a skill file and save the output to your skills directory. You can choose to save the skill either at the project level or globally. (Note: If "No instructions available for Salesforce data" error is returned, no driver instructions exist and you can continue to use main driver skill)
cdatacli drivers skill Salesforce > ~/skills/cdata-Salesforce/SKILL.md
Step 4: Query Salesforce data
With the CData driver fully configured, your agent can now execute queries and write code against live Salesforce data:
cdatacli query sql --connection <my_Salesforce_connection> --sql <SELECT * FROM table>
Query Salesforce data directly from your terminal with CData CLI
Cursor CLI and CData CLI together give your AI coding agent a direct path to live Salesforce data without custom middleware, scheduled syncs, or manual setup at each step. Describe your goal, and the agent handles driver configuration, connection setup, and query execution from start to finish in the terminal.
Download the free CData CLI and start a free, 30-day trial of the CData JDBC Driver for Salesforce today.