Salesforce CRM integration — opportunities, accounts, SOQL, file downloads, analytics
Salesforce CRM integration — opportunities, accounts, SOQL, file downloads, analytics. Exposed over MCP by the salesforce cloud mcp server, that capability becomes something an assistant can invoke while it works, not something you go and do afterwards.
This MCP (Model Context Protocol) server provides AI-powered tools for interacting with Salesforce, featuring opportunity intelligence, conversation analysis, business case generation, and standard CRUD operations. Built with pagination support and optimized response structures for AI workflows.
Everything the assistant can do here goes through one of these:
Example — If searching for "Project Status": 1. First, examine the object's fields to find the actual field name: javascript { "objectName": "Opportunity"search_fields — Find the field(s) that carry a concept when you know what you want to query but not the API name. Searches the discovered field catalogexecute_soql — Execute a SOQL query with pagination support. typescript { query: string; // Required: SOQL query to execute pageSize?: number; // Optional: Numberdescribe_object — Get metadata about a Salesforce object with optional field information. typescript { objectName: string; // Required: API name of the Salesforcecreate_record — Create a new record in Salesforce. typescript { objectName: string; // Required: API name of the Salesforce object data: Record<string, any>; //update_record — Update an existing record in Salesforce. typescript { objectName: string; // Required: API name of the Salesforce object recordId: string; //delete_record — Delete a record from Salesforce. typescript { objectName: string; // Required: API name of the Salesforce object recordId: string; // Required: ID ofget_user_info — Get information about the current user. No parameters required. typescript {}list_objects — List all available Salesforce objects with pagination support. typescript { pageSize?: number; // Optional: Number of objects per page (default: 25)search_opportunities — Search for Salesforce opportunities using flexible criteria and pattern matchingget_opportunity_details — Get detailed information about a specific opportunity including all available fields and related records. typescript { opportunityId: string; //analyze_conversation — Analyze conversation activity and engagement patterns for an opportunity. Extracts insights from calls, emails, and other activities to providenpx on npm is all you need. Most clients run it directly, so configuration is a few lines and a restart.
You will need 5 environment variables: SF_CLIENT_ID, SF_CLIENT_SECRET, SF_USERNAME, SF_PASSWORD, SF_LOGIN_URL. The server will not start without them, which is usually why the tools fail to appear on a first run. Keep credentials in your client's env block or a secrets manager rather than in a file you might commit.
Plenty of developer tooling servers cover similar ground. The differences that matter in practice are scope of access and how much setup stands between you and a working tool call. Salesforce Cloud's toolset — Example, search_fields, execute_soql and 11 more — is a fair guide to whether it matches your workflow. It is maintained by aaronsb; worth a glance at recent repository activity before you build anything load-bearing on it.
SyncDev reviews every entry in this directory against the project's own documentation before publishing, and revisits them as servers change.
| Tool | What it does |
|---|---|
| Example | If searching for "Project Status": 1. First, examine the object's fields to find the actual field name: javascript { "objectName": "Opportunity", "includeFields": true } 2. Look for fields like "Project_Status__c" or sim |
| search_fields | Find the field(s) that carry a concept when you know what you want to query but not the API name. Searches the discovered field catalog ([ADR-302](docs/architecture/api/ADR-302-field-search-tool-for-concept-to-field-reso |
| execute_soql | Execute a SOQL query with pagination support. typescript { query: string; // Required: SOQL query to execute pageSize?: number; // Optional: Number of records per page (default: 25) pageNumber?: number; // Optional: Page |
| describe_object | Get metadata about a Salesforce object with optional field information. typescript { objectName: string; // Required: API name of the Salesforce object includeFields?: boolean; // Optional: Whether to include field metad |
| create_record | Create a new record in Salesforce. typescript { objectName: string; // Required: API name of the Salesforce object data: Record<string, any>; // Required: Record data as key-value pairs } Example: javascript { "objectNam |
| update_record | Update an existing record in Salesforce. typescript { objectName: string; // Required: API name of the Salesforce object recordId: string; // Required: ID of the record to update data: Record<string, any>; // Required: R |
| delete_record | Delete a record from Salesforce. typescript { objectName: string; // Required: API name of the Salesforce object recordId: string; // Required: ID of the record to delete } Example: javascript { "objectName": "Account", |
| get_user_info | Get information about the current user. No parameters required. typescript {} |
| list_objects | List all available Salesforce objects with pagination support. typescript { pageSize?: number; // Optional: Number of objects per page (default: 25) pageNumber?: number; // Optional: Page number to retrieve (default: 1) |
| search_opportunities | Search for Salesforce opportunities using flexible criteria and pattern matching. |
| get_opportunity_details | Get detailed information about a specific opportunity including all available fields and related records. typescript { opportunityId: string; // Required: The ID of the Salesforce opportunity } |
| analyze_conversation | Analyze conversation activity and engagement patterns for an opportunity. Extracts insights from calls, emails, and other activities to provide engagement recommendations. typescript { opportunityId: string; // Required: |
| enrich_opportunity | Enrich an opportunity with market intelligence, industry insights, and strategic recommendations based on similar deal patterns and best practices. typescript { opportunityId: string; // Required: The ID of the Salesforc |
| find_similar_opportunities | Find opportunities similar to a reference opportunity or based on specific criteria. Includes pattern analysis and similarity scoring. typescript { referenceOpportunityId?: string; // Optional: Reference opportunity for |
{
"mcpServers": {
"salesforce-cloud": {
"command": "node",
"args": ["/path/to/salesforce-cloud/build/index.js"],
"env": {
"SF_CLIENT_ID": "your_client_id",
"SF_CLIENT_SECRET": "your_client_secret",
"SF_USERNAME": "your_salesforce_username",
"SF_PASSWORD": "your_salesforce_password",
"SF_LOGIN_URL": "https://login.salesforce.com"
}
}
}
}Configuration as documented by the project. Restart the client after saving.
| Variable | Description | Required |
|---|---|---|
| SF_CLIENT_ID | Configuration value read at startup. | Optional |
| SF_CLIENT_SECRET | Credential the server authenticates with. | Yes |
| SF_USERNAME | Configuration value read at startup. | Optional |
| SF_PASSWORD | Configuration value read at startup. | Optional |
| SF_LOGIN_URL | Endpoint or connection string the server talks to. | Yes |
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