Salesforce CRM integration — opportunities, accounts, SOQL, file downloads, analytics
Salesforce CRM integration — opportunities, accounts, SOQL, file downloads, analytics
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.
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Check the linked publisher documentation and your connected client's tool list. Names and availability can vary with the server version and account permissions.
| Tool | What it does |
|---|---|
| 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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