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aaronsb

Salesforce MCP Server

Server Configuration

Describes the environment variables required to run the server.

NameRequiredDescriptionDefault
SF_PASSWORDYesYour Salesforce password
SF_USERNAMEYesYour Salesforce username
SF_CLIENT_IDYesYour Salesforce OAuth client ID
SF_LOGIN_URLNoSalesforce login URL (optional, defaults to https://login.salesforce.com)https://login.salesforce.com
SF_CLIENT_SECRETYesYour Salesforce OAuth client secret

Capabilities

Features and capabilities supported by this server

CapabilityDetails
tools
{}
resources
{
  "listChanged": true
}

Tools

Functions exposed to the LLM to take actions

NameDescription
batch

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.

analyze

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

analyze_conversationB

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

generate_business_caseA

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_opportunity

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

find_similar_opportunities

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.

opportunity_insightsC

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

get_opportunity_detailsA

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

search_opportunities

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

search_fieldsA

Find the field(s) that carry a concept, when you know what you want to query but not the API name. Searches every scored field on the discovered objects — not just the promoted ones — across API names, labels, and help text, ranked by match strength. Searches the core objects by default; pass objectName to scope to one, which discovers it on demand. Set includeValues to get the value set for matched picklists, so you can write the WHERE clause without a second lookup. The match is lexical, not semantic: it finds fields whose name, label or help text contains the term, so a concept this org names differently will not surface, and an object that has not been discovered is not searched. Read salesforce://field-catalog/{objectName}/all to browse everything on an object.

execute_soqlA

Execute a SOQL query. Supports both standard and custom fields (custom fields end with __c in their API names). To see which fields this org actually populates on an object, read the salesforce://field-catalog/{objectName} resource — it is ranked, far smaller than a full schema, and works for any object. That catalog is a usage filter rather than a field list: standard fields remain queryable whether or not they appear in it. Use describe_object when you want an object's complete schema.

describe_object

Get an object's full metadata, including every standard and custom field when includeFields is true. Returns the complete schema — exhaustive but unranked, and large on customised objects. To find out which fields this org actually populates, read salesforce://field-catalog/{objectName} instead; it is ranked and far smaller.

create_recordB

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

update_recordA

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

delete_recordB

Delete a record from Salesforce

get_user_infoB

Get information about the current user

download_file

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_objectsB

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

Prompts

Interactive templates invoked by user choice

NameDescription

No prompts

Resources

Contextual data attached and managed by the client

NameDescription
Field Discovery StatsDiscovery status: in progress — 0/6 objects
Account Field CatalogRanked fields for Account (discovery in progress)
Account Field Catalog (full)All scored fields for Account, including non-promoted, with scoring rationale
Opportunity Field CatalogRanked fields for Opportunity (discovery in progress)
Opportunity Field Catalog (full)All scored fields for Opportunity, including non-promoted, with scoring rationale
Contact Field CatalogRanked fields for Contact (discovery in progress)
Contact Field Catalog (full)All scored fields for Contact, including non-promoted, with scoring rationale
Lead Field CatalogRanked fields for Lead (discovery in progress)
Lead Field Catalog (full)All scored fields for Lead, including non-promoted, with scoring rationale
Contract Field CatalogRanked fields for Contract (discovery in progress)
Contract Field Catalog (full)All scored fields for Contract, including non-promoted, with scoring rationale
ContentVersion Field CatalogRanked fields for ContentVersion (discovery in progress)
ContentVersion Field Catalog (full)All scored fields for ContentVersion, including non-promoted, with scoring rationale

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