Exposes Salesforce CRM Lead operations, including lead creation, retrieval, updates, deletion, status management, conversion via SOAP, and idempotent lead synchronization.
Click on "Install Server".
Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.
In the chat, type
@followed by the MCP server name and your instructions, e.g., "@Salesforce MCP ServerCreate a new lead for Jane Doe from Acme Corp"
That's it! The server will respond to your query, and you can continue using it as needed.
Here is a step-by-step guide with screenshots.
Salesforce MCP Server
A TRD-compliant Salesforce CRM integration implemented as an MCP (Model Context Protocol) server.
It exposes Salesforce Lead operations as safe, deterministic tools for AI agents and workflows.
Features
OAuth 2.0 (refresh-token flow)
Lead CRUD operations
Lead conversion via SOAP
Idempotent lead sync
Safe handling of disqualified leads
Full audit logging (TRD requirement)
Windows + PowerShell friendly
Environment Variables
Create a .env file:
SF_CLIENT_ID=your_client_id
SF_CLIENT_SECRET=your_client_secret
SF_REFRESH_TOKEN=your_refresh_token
SF_INSTANCE_URL=https://your-org.my.salesforce.com
SF_TOKEN_URL=https://login.salesforce.com/services/oauth2/token
SF_API_VERSION=v59.0
Run (PowerShell)
uv run python -m app.server
MCP Tools
list_leads
salesforce_get_lead
salesforce_create_lead
salesforce_update_lead
salesforce_delete_lead
salesforce_update_lead_status
salesforce_sync_lead
Audit Logging
All tool calls are logged with:
tool name
inputs (sanitized)
result & status
timestamp
correlation ID
Logs are written to: logs/audit.log
TRD Compliance
OAuth refresh token flow
Deterministic MCP tools
Idempotent operations
Safe lead conversion
Full audit logging