Salesforce MCP UI Automation
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| SALESFORCE_ORG_URL | Yes | The URL of your Salesforce org (e.g., https://your-domain.my.salesforce.com). Required. | |
| SALESFORCE_PROFILE | No | Browser profile name for persistent session. Default: default | default |
| SALESFORCE_HEADLESS | No | Run browser headless (true/false). Default: false | false |
| SALESFORCE_API_VERSION | No | Salesforce API version (e.g., 61.0). Default: 61.0 | 61.0 |
| SALESFORCE_ACCESS_TOKEN | No | Salesforce access token for API calls (optional if using browser session token or OAuth). | |
| SALESFORCE_INSTANCE_URL | No | The instance URL for API calls. Defaults to SALESFORCE_ORG_URL if not set. | |
| SALESFORCE_OAUTH_SCOPES | No | OAuth scopes. Default: api refresh_token | api refresh_token |
| SALESFORCE_OAUTH_CLIENT_ID | No | OAuth client ID for Connected App (required for OAuth token flow). | |
| SALESFORCE_DATACLOUD_API_URL | No | Data Cloud tenant URL for Query/Metadata API. | |
| SALESFORCE_OAUTH_REDIRECT_URI | No | OAuth redirect URI. Default: http://localhost:1717/oauth/callback | http://localhost:1717/oauth/callback |
| SALESFORCE_DATACLOUD_QUERY_URL | No | Legacy Data Cloud query URL (optional). | |
| SALESFORCE_OAUTH_CLIENT_SECRET | No | OAuth client secret for Connected App. | |
| SALESFORCE_JOURNAL_REDACT_FIELDS | No | Comma-separated list of field names to redact in journal logs. Default: token,password,secret,access_token,refresh_token,authorization | token,password,secret,access_token,refresh_token,authorization |
| SALESFORCE_DATACLOUD_ACCESS_TOKEN | No | Access token for Data Cloud API calls. | |
| SALESFORCE_DATACLOUD_INGESTION_URL | No | Data Cloud ingestion tenant URL. |
Capabilities
Features and capabilities supported by this server
| Capability | Details |
|---|---|
| tools | {
"listChanged": false
} |
| prompts | {
"listChanged": false
} |
| resources | {
"subscribe": false,
"listChanged": false
} |
| experimental | {} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| open_orgC | Open a Salesforce org URL with the persistent browser profile. |
| snapshotB | Return the current page state, visible text, optional screenshot, warnings, and next actions. |
| clickC | Click a visible element by text, CSS selector, or accessibility role. |
| fillC | Fill an input by label, CSS selector, or placeholder. |
| selectC | Select an option in a native select field by selector or label. |
| wait_forC | Wait for page stability, a selector, or visible text. |
| search_setupC | Open Salesforce Setup and search the Quick Find box. |
| open_datacloud_areaC | Search Setup for a known Data Cloud area such as Data Streams or Identity Resolution. |
| diagnose_datacloudA | Collect a Data Cloud-oriented diagnostic snapshot of the current page. |
| close_browserB | Close the persistent browser context for the current MCP server process. |
| browser_auth_statusA | Report masked browser/runtime authentication status for the active Playwright session. |
| use_browser_session_tokenA | Use the Salesforce sid cookie from Playwright as an in-memory API session token. |
| start_oauth_token_flowC | Start OAuth Authorization Code + PKCE in Playwright and store tokens in memory. |
| refresh_oauth_tokenB | Refresh the in-memory OAuth access token using the runtime refresh token. |
| clear_runtime_tokensA | Clear in-memory Salesforce and Data Cloud runtime tokens. |
| plan_requestC | Create a supervised execution plan and run journal for a user request. |
| list_capabilitiesA | List supported supervised Data Cloud workflow capabilities. |
| execute_planB | Execute a planned run until completion, failure, or approval is required. |
| get_run_statusC | Return the current run journal state. |
| approve_stepC | Approve one supervised run step. |
| rollback_runC | Prepare or execute rollback for resources tracked in a run journal. |
| query_salesforceC | Run a Salesforce SOQL query using configured OAuth access token environment variables. |
| query_datacloudC | Run a Data Cloud query against the configured Data Cloud query endpoint. |
| datacloud_submit_queryB | Submit a Data Cloud SQL query and return query metadata or a query id. |
| datacloud_query_statusC | Return status for a submitted Data Cloud SQL query. |
| datacloud_query_rowsB | Return paginated rows for a submitted Data Cloud SQL query. |
| datacloud_cancel_queryC | Cancel a submitted Data Cloud SQL query. |
| datacloud_metadataC | Retrieve Data Cloud metadata for DLOs, DMOs, Calculated Insights, fields, and relationships. |
| assert_recordsC | Validate records with count, contains, required field, freshness, and no-error checks. |
| compare_before_afterC | Compare before/after query evidence captured in a run journal. |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |
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