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Oliviergg

mcp-salesforce

by Oliviergg

Server Configuration

Describes the environment variables required to run the server.

NameRequiredDescriptionDefault
SALESFORCE_PASSWORDYesYour Salesforce password
SALESFORCE_USERNAMEYesYour Salesforce username
SALESFORCE_INSTANCE_URLYesYour Salesforce instance URL (login, test, or custom domain)
SALESFORCE_SECURITY_TOKENYesYour Salesforce security token

Capabilities

Features and capabilities supported by this server

CapabilityDetails
tools
{
  "listChanged": false
}
prompts
{
  "listChanged": false
}
resources
{
  "subscribe": false,
  "listChanged": false
}
experimental
{}

Tools

Functions exposed to the LLM to take actions

NameDescription
run_soql_queryA

Executes a SOQL query against Salesforce. Args: query: The SOQL query to execute

When using this tool, always use a column name in the query. 
It is important when you aggregate or count. 
In this case use the Id column. example:  select count(Id) from Account
run_sosl_searchC

Executes a SOSL search against Salesforce. Args: search: The SOSL search to execute (e.g., 'FIND {John Smith} IN ALL FIELDS')

get_sobject_fieldsA

Retrieves field Names, labels and types for a specific Salesforce object. if there is a lookup, the type is reference with the lookup table name and the fields name.

Args:
    object_name: The name of the Salesforce object (e.g., 'Account', 'Contact')
get_recordA

Retrieves a specific record by ID. Args: object_name: The name of the Salesforce object (e.g., 'Account', 'Contact') record_id: The ID of the record to retrieve

create_recordC

Creates a new record. Args: object_name: The name of the Salesforce object (e.g., 'Account', 'Contact') data: The data for the new record

update_recordA

Updates an existing record. Args: object_name: The name of the Salesforce object (e.g., 'Account', 'Contact') record_id: The ID of the record to update data: The updated data for the record

delete_recordA

Deletes a record. Args: object_name: The name of the Salesforce object (e.g., 'Account', 'Contact') record_id: The ID of the record to delete

tooling_executeC

Executes a Tooling API request. Args: action: The Tooling API endpoint to call (e.g., 'sobjects/ApexClass') method: The HTTP method (default: 'GET') data: Data for POST/PATCH requests

apex_executeB

Executes an Apex REST request. Args: action: The Apex REST endpoint to call (e.g., '/MyApexClass') method: The HTTP method (default: 'GET') data: Data for POST/PATCH requests

restfulB

Makes a direct REST API call to Salesforce. Args: path: The path of the REST API endpoint (e.g., 'sobjects/Account/describe') method: The HTTP method (default: 'GET') params: Query parameters for the request data: Data for POST/PATCH requests

Prompts

Interactive templates invoked by user choice

NameDescription

No prompts

Resources

Contextual data attached and managed by the client

NameDescription

No resources

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