Salesforce MCP Server

Search for Salesforce standard and custom objects by name pattern. Examples: 'Account' will find Account, AccountHistory; 'Order' will find WorkOrder, ServiceOrder__c etc.

Get detailed schema metadata including all fields, relationships, and field properties of any Salesforce object. Examples: 'Account' shows all Account fields including custom fields; 'Case' shows all Case fields including relationships to Account, Contact etc.

Query records from any Salesforce object using SOQL, including relationship queries.

Examples:

1. Parent-to-child query (e.g., Account with Contacts):

   • objectName: "Account"

   • fields: ["Name", "(SELECT Id, FirstName, LastName FROM Contacts)"]

2. Child-to-parent query (e.g., Contact with Account details):

   • objectName: "Contact"

   • fields: ["FirstName", "LastName", "Account.Name", "Account.Industry"]

3. Multiple level query (e.g., Contact -> Account -> Owner):

   • objectName: "Contact"

   • fields: ["Name", "Account.Name", "Account.Owner.Name"]

4. Related object filtering:

   • objectName: "Contact"

   • fields: ["Name", "Account.Name"]

   • whereClause: "Account.Industry = 'Technology'"

Note: When using relationship fields:

• Use dot notation for parent relationships (e.g., "Account.Name")

• Use subqueries in parentheses for child relationships (e.g., "(SELECT Id FROM Contacts)")

• Custom relationship fields end in "__r" (e.g., "CustomObject__r.Name")

Perform data manipulation operations on Salesforce records:

• insert: Create new records

• update: Modify existing records (requires Id)

• delete: Remove records (requires Id)

• upsert: Insert or update based on external ID field Examples: Insert new Accounts, Update Case status, Delete old records, Upsert based on custom external ID

Create new custom objects or modify existing ones in Salesforce:

• Create: New custom objects with fields, relationships, and settings

• Update: Modify existing object settings, labels, sharing model Examples: Create Customer_Feedback__c object, Update object sharing settings Note: Changes affect metadata and require proper permissions

Create new custom fields or modify existing fields on any Salesforce object:

• Field Types: Text, Number, Date, Lookup, Master-Detail, Picklist etc.

• Properties: Required, Unique, External ID, Length, Scale etc.

• Relationships: Create lookups and master-detail relationships Examples: Add Rating__c picklist to Account, Create Account lookup on Custom Object Note: Changes affect metadata and require proper permissions

Search across multiple Salesforce objects using SOSL (Salesforce Object Search Language).

Examples:

1. Basic search across all objects: { "searchTerm": "John", "objects": [ { "name": "Account", "fields": ["Name"], "limit": 10 }, { "name": "Contact", "fields": ["FirstName", "LastName", "Email"] } ] }

2. Advanced search with filters: { "searchTerm": "Cloud*", "searchIn": "NAME FIELDS", "objects": [ { "name": "Account", "fields": ["Name", "Industry"], "orderBy": "Name DESC", "where": "Industry = 'Technology'" } ], "withClauses": [ { "type": "NETWORK", "value": "ALL NETWORKS" }, { "type": "SNIPPET", "fields": ["Description"] } ] }

Notes:

• Use * and ? for wildcards in search terms

• Each object can have its own WHERE, ORDER BY, and LIMIT clauses

• Support for WITH clauses: DATA CATEGORY, DIVISION, METADATA, NETWORK, PRICEBOOKID, SNIPPET, SECURITY_ENFORCED

• "updateable" and "viewable" options control record access filtering