mcp-salesforce
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| SALESFORCE_PASSWORD | Yes | Your Salesforce password | |
| SALESFORCE_USERNAME | Yes | Your Salesforce username | |
| SALESFORCE_INSTANCE_URL | Yes | Your Salesforce instance URL (login, test, or custom domain) | |
| SALESFORCE_SECURITY_TOKEN | Yes | Your Salesforce security token |
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 |
|---|---|
| run_soql_queryA | Executes a SOQL query against Salesforce. Args: query: The SOQL query to execute |
| 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. |
| 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
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |
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