Salesforce MCP server

Read from the package source without running it. The installed server may list more.

• salesforce_connect_account

  Connect a Salesforce account via OAuth. Takes no parameters — call with {}. Initiates OAuth flow — in standalone mode, opens a browser URL for Salesforce sign-in. In bridge mode, delegates to the host app. WHEN TO USE: - No Salesforce account is connected - Authentication errors from other tools - User asks to connect Salesforce After connecting, verify with salesforce_list_connected_accounts.

• salesforce_convert_lead

  Convert a lead into Account + Contact, and optionally an Opportunity. Required: lead_id. Optional: create_opportunity, opportunity_name.

• salesforce_create_accountwrite action

  Create a CRM account. Required: name. Optional: industry, type, phone, website, description, fields.

• salesforce_create_casewrite action

  Create a support case. Required: subject. Optional: status, priority, origin, description, related_account_id, related_contact_id, fields.

• salesforce_create_contactwrite action

  Create a contact. Required: last_name. Optional: first_name, email, phone, title, related_account_id, fields.

• salesforce_create_eventwrite action

  Create a calendar event. Required: subject, start_date_time, end_date_time. Optional: location, description, who_id, what_id, is_all_day_event, owner_id, fields. Datetimes must be ISO 8601 (e.g. "2026-01-09T14:30:00Z"); all-day events accept plain dates (YYYY-MM-DD).

• salesforce_create_leadwrite action

  Create a lead. Required: last_name, company. Optional: first_name, email, phone, title, status, fields.

• salesforce_create_notewrite action

  Create a note (ContentNote). Required: title, body. Optional: parent_id — a record ID to attach the note to (Account, Contact, Opportunity, Case, Lead, etc.).

• salesforce_create_opportunitywrite action

  Create an opportunity. Required: name, stage_name, close_date (YYYY-MM-DD). Optional: amount, related_account_id, description, fields.

• salesforce_create_recordwrite action

  Generic record creation for any Salesforce object. For standard objects, prefer dedicated tools.

• salesforce_create_taskwrite action

  Create a task. Required: subject. Optional: status, priority, who_id, what_id, activity_date, description, owner_id, fields.

• salesforce_describe_object

  Get object metadata and field definitions. Returns field names, types, and required flags. Common objects: Account, Contact, Opportunity, Lead, Case, Task.

• salesforce_disconnect_account

  Disconnect a Salesforce account. Example: { "username": "user@company.com" } Accepts the account `ref` from salesforce_list_connected_accounts as well as the raw username. Permanently removes stored credentials. Use when switching accounts or troubleshooting.

• salesforce_get_accounts

  Get CRM accounts. Filters: name_contains, industry, account_type. Returns: Id, Name, Industry, Type, Phone, Website, Description. Max 200 records (default: 50).

• salesforce_get_campaign_members

  Get campaign members (leads/contacts in a campaign). Filters: campaign_id, lead_id, contact_id, status. Returns: Id, CampaignId, LeadId, ContactId, Status, CreatedDate. Max 200 (default: 50).

• salesforce_get_campaigns

  Get marketing campaigns. Filters: name_contains, campaign_type, status, is_active, start_date_from, start_date_to. Returns: Id, Name, Type, Status, IsActive, StartDate, EndDate, Description. Max 200 (default: 50).

• salesforce_get_cases

  Get support cases. Filters: subject_contains, status, priority, related_account_id, related_contact_id, is_closed. Returns: Id, CaseNumber, Subject, Status, Priority, Origin, Description, AccountId, ContactId, OwnerId, CreatedDate, ClosedDate. Max 200 (default: 50).

• salesforce_get_contacts

  Get contacts. Filters: name_contains, email_contains, related_account_id. Returns: Id, FirstName, LastName, Email, Phone, Title, AccountId. Max 200 (default: 50).

• salesforce_get_events

  Get calendar events. Filters: subject_contains, who_id, what_id, start_from, start_to. Dates accept YYYY-MM-DD (midnight UTC) or ISO 8601 datetimes. Returns: Id, Subject, StartDateTime, EndDateTime, Location, Description, WhoId, WhatId, OwnerId, IsAllDayEvent. Max 200 (default: 50).

• salesforce_get_leads

  Get leads. Filters: name_contains, company_contains, email_contains, status. Max 200 (default: 50).

• salesforce_get_notes

  Get notes attached to a record (ContentNote linked via ContentDocumentLink). Required: parent_id (Account, Contact, Opportunity, Case, Lead, or any record ID). Returns note Id, Title, TextPreview, CreatedDate, OwnerId; set include_body=true to also return the full note text. Max 200 (default: 50).

• salesforce_get_opportunities

  Get opportunities. Filters: name_contains, stage, related_account_id, close_date_from, close_date_to. Dates must be YYYY-MM-DD. Max 200 (default: 50).

• salesforce_get_records

  Generic record query for any Salesforce object. For standard objects, prefer dedicated get tools.

• salesforce_get_tasks

  Get tasks. Filters: subject_contains, status, priority, who_id, what_id, activity_date_from, activity_date_to. Max 200 (default: 50).

• salesforce_get_users

  Get Salesforce users. Filters: name_contains, email_contains, role_contains, is_active. Max 200 (default: 50).

• salesforce_list_connected_accounts

  List connected Salesforce accounts. Takes no parameters — call with {}. Call this FIRST before any Salesforce CRM operations to verify authentication. This MCP instance operates on a single Salesforce account. If no account is connected, use salesforce_connect_account.

• salesforce_list_objects

  List available Salesforce sObjects. Default shows custom objects only. Set custom_only=false to include standard objects.

• salesforce_querywrite action

  Execute a raw SOQL query. For advanced queries only — prefer dedicated tools for standard operations. Max 200 records enforced.

• salesforce_run_reportwrite action

  Run an existing Salesforce report (Analytics REST API) and return its aggregated result. Required: report_id (the report's 15- or 18-character ID, visible in the report URL). Set include_details=true to include detail rows, not just groupings and aggregates.

• salesforce_search

  Cross-object full-text search (SOSL). Use for "find anything mentioning X" requests — searches names, emails, and other indexed text fields at once. Defaults to Account, Contact, Lead, Opportunity; pass objects to widen or narrow. Max 200 results; the response's "truncated" flag is true when more matches exist beyond the limit.

• salesforce_update_accountwrite action

  Update a CRM account. Required: id. Updatable: name, industry, type, phone, website, description, fields.

• salesforce_update_casewrite action

  Update a support case. Required: id. Updatable: subject, status, priority, origin, description, related_account_id, related_contact_id, fields.

• salesforce_update_contactwrite action

  Update a contact. Required: id. Updatable: first_name, last_name, email, phone, title, fields.

• salesforce_update_leadwrite action

  Update a lead. Required: lead_id. Updatable: first_name, last_name, company, email, phone, title, status, fields.

• salesforce_update_opportunitywrite action

  Update an opportunity. Required: id. Updatable: name, stage_name, close_date (YYYY-MM-DD), amount, description, fields.

• salesforce_update_recordwrite action

  Generic record update for any Salesforce object. For standard objects, prefer dedicated tools.

• salesforce_update_taskwrite action

  Update a task. Required: id. Updatable: subject, status, priority, who_id, what_id, activity_date, description, owner_id, fields.

• Code scan47 source files scanned25/25
• –Live reliabilityno gateway calls yet and no remote to proben/a
• –Tool poisoningtools not inspected (local package is not executed); not countedn/a
• Auth qualitystatic API keys via environment variables6/15
• Maintenancelast push 10 days ago15/15
• Maintainer identityregistry namespace matches repository owner; GitHub account older than a year9/10

Salesforce: common questions

Is Salesforce MCP server safe?

Yes, by our scan: it is graded A (85/100). Read the Salesforce safety report

How do I install Salesforce?

It runs on your machine. Copy the Claude Code, Claude Desktop or Cursor config from the install section.

Does Salesforce need an API key?

Yes. The registry entry asks for SALESFORCE_CLIENT_SECRET, SALESFORCE_ACCESS_TOKEN.

Is Salesforce maintained?

The last commit was 10 days ago (2026-09-13). The latest release is v0.2.2.

What can I use instead of Salesforce?

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