MCP Salesforce Connector

Instructions

Implementation Reference

• src/salesforce/server.py:382-397 (handler)

  Handler for the 'update_record' tool: extracts object_name, record_id, data from arguments, performs the update via simple-salesforce library, and returns the result.
  elif name == "update_record": object_name = arguments.get("object_name") record_id = arguments.get("record_id") data = arguments.get("data") if not object_name or not record_id or not data: raise ValueError("Missing 'object_name', 'record_id', or 'data' argument") if not sf_client.sf: raise ValueError("Salesforce connection not established.") sf_object = getattr(sf_client.sf, object_name) results = sf_object.update(record_id, data) return [ types.TextContent( type="text", text=f"Update {object_name} Record Result: {results}", ) ]
• src/salesforce/server.py:185-208 (schema)

  Input JSON schema for the 'update_record' tool, defining required parameters: object_name (string), record_id (string), data (object). This is part of the tool registration in handle_list_tools().
  types.Tool( name="update_record", description="Updates an existing record", inputSchema={ "type": "object", "properties": { "object_name": { "type": "string", "description": "The name of the Salesforce object (e.g., 'Account', 'Contact')", }, "record_id": { "type": "string", "description": "The ID of the record to update", }, "data": { "type": "object", "description": "The updated data for the record", "properties": {}, "additionalProperties": True, }, }, "required": ["object_name", "record_id", "data"], }, ),
• src/salesforce/server.py:98-311 (registration)

  The tool is registered by being included in the return value of the @server.list_tools() handler, which lists all available tools with their schemas.
  @server.list_tools() async def handle_list_tools() -> list[types.Tool]: """ List available tools. Each tool specifies its arguments using JSON Schema validation. """ return [ types.Tool( name="run_soql_query", description="Executes a SOQL query against Salesforce", inputSchema={ "type": "object", "properties": { "query": { "type": "string", "description": "The SOQL query to execute", }, }, "required": ["query"], }, ), types.Tool( name="run_sosl_search", description="Executes a SOSL search against Salesforce", inputSchema={ "type": "object", "properties": { "search": { "type": "string", "description": "The SOSL search to execute (e.g., 'FIND {John Smith} IN ALL FIELDS')", }, }, "required": ["search"], }, ), types.Tool( name="get_object_fields", description="Retrieves field Names, labels and types for a specific Salesforce object", inputSchema={ "type": "object", "properties": { "object_name": { "type": "string", "description": "The name of the Salesforce object (e.g., 'Account', 'Contact')", }, }, "required": ["object_name"], }, ), types.Tool( name="get_record", description="Retrieves a specific record by ID", inputSchema={ "type": "object", "properties": { "object_name": { "type": "string", "description": "The name of the Salesforce object (e.g., 'Account', 'Contact')", }, "record_id": { "type": "string", "description": "The ID of the record to retrieve", }, }, "required": ["object_name", "record_id"], }, ), types.Tool( name="create_record", description="Creates a new record", inputSchema={ "type": "object", "properties": { "object_name": { "type": "string", "description": "The name of the Salesforce object (e.g., 'Account', 'Contact')", }, "data": { "type": "object", "description": "The data for the new record", "properties": {}, "additionalProperties": True, }, }, "required": ["object_name", "data"], }, ), types.Tool( name="update_record", description="Updates an existing record", inputSchema={ "type": "object", "properties": { "object_name": { "type": "string", "description": "The name of the Salesforce object (e.g., 'Account', 'Contact')", }, "record_id": { "type": "string", "description": "The ID of the record to update", }, "data": { "type": "object", "description": "The updated data for the record", "properties": {}, "additionalProperties": True, }, }, "required": ["object_name", "record_id", "data"], }, ), types.Tool( name="delete_record", description="Deletes a record", inputSchema={ "type": "object", "properties": { "object_name": { "type": "string", "description": "The name of the Salesforce object (e.g., 'Account', 'Contact')", }, "record_id": { "type": "string", "description": "The ID of the record to delete", }, }, "required": ["object_name", "record_id"], }, ), types.Tool( name="tooling_execute", description="Executes a Tooling API request", inputSchema={ "type": "object", "properties": { "action": { "type": "string", "description": "The Tooling API endpoint to call (e.g., 'sobjects/ApexClass')", }, "method": { "type": "string", "description": "The HTTP method (default: 'GET')", "enum": ["GET", "POST", "PATCH", "DELETE"], "default": "GET", }, "data": { "type": "object", "description": "Data for POST/PATCH requests", "properties": {}, "additionalProperties": True, }, }, "required": ["action"], }, ), types.Tool( name="apex_execute", description="Executes an Apex REST request", inputSchema={ "type": "object", "properties": { "action": { "type": "string", "description": "The Apex REST endpoint to call (e.g., '/MyApexClass')", }, "method": { "type": "string", "description": "The HTTP method (default: 'GET')", "enum": ["GET", "POST", "PATCH", "DELETE"], "default": "GET", }, "data": { "type": "object", "description": "Data for POST/PATCH requests", "properties": {}, "additionalProperties": True, }, }, "required": ["action"], }, ), types.Tool( name="restful", description="Makes a direct REST API call to Salesforce", inputSchema={ "type": "object", "properties": { "path": { "type": "string", "description": "The path of the REST API endpoint (e.g., 'sobjects/Account/describe')", }, "method": { "type": "string", "description": "The HTTP method (default: 'GET')", "enum": ["GET", "POST", "PATCH", "DELETE"], "default": "GET", }, "params": { "type": "object", "description": "Query parameters for the request", "properties": {}, "additionalProperties": True, }, "data": { "type": "object", "description": "Data for POST/PATCH requests", "properties": {}, "additionalProperties": True, }, }, "required": ["path"], }, ), ]