Execute multiple operations in a single call with result references. Use $N.field to reference prior results (e.g., $0.id for the ID from operation 0). Destructive operations require confirm: true.

Run analytics on any Salesforce object — group by categorical fields, aggregate numeric fields, and compute custom expressions. Uses field-type metadata for validation.

Analyze conversation activity and engagement patterns for an opportunity. Extracts insights from Gong calls, emails, and other activities to provide engagement recommendations.

Generate a markdown business case report for an opportunity. Fetches opportunity details, contacts, conversation insights, and similar won deals to produce a complete report.

Enrich an opportunity with market intelligence, industry insights, and strategic recommendations based on similar deal patterns and best practices.

Find opportunities similar to a reference opportunity or based on specific criteria. Includes pattern analysis and similarity scoring to identify market trends and success patterns.

Generate detailed insights and analytics from opportunity data including pipeline health, performance metrics, industry trends, and strategic recommendations.

Get detailed information about a Salesforce opportunity including all available fields (both standard and custom), related records, and metadata

Search for Salesforce opportunities by name, account, and stage. Returns matching opportunities ordered by close date. Results include both standard and custom fields.

Execute a SOQL query. Supports querying both standard and custom fields (custom fields end with __c in their API names). Use describe_object first to discover available fields.

Get metadata about a Salesforce object, including both standard and custom fields when includeFields is true. Use this to discover available fields and their API names, especially useful for finding custom fields (ending in __c)

Create a new record in Salesforce. Supports both standard and custom fields in the data object.

Update an existing record in Salesforce. Supports updating both standard and custom fields.

Delete a record from Salesforce

Get information about the current user

Download a file from Salesforce. Accepts a ContentVersionId (068...) or ContentDocumentId (069...). Saves to a sandboxed workspace directory (default: ~/.local/share/salesforce-cloud-mcp/workspace/, configurable via SF_WORKSPACE_DIR). Text files (CSV, JSON, XML, TXT, etc.) also return content inline. Binary files return the saved path.

List all available Salesforce objects, including both standard and custom objects