Salesforce MCP Server
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| SF_PASSWORD | Yes | Your Salesforce password | |
| SF_USERNAME | Yes | Your Salesforce username | |
| SF_CLIENT_ID | Yes | Your Salesforce OAuth client ID | |
| SF_LOGIN_URL | No | Salesforce login URL (optional, defaults to https://login.salesforce.com) | https://login.salesforce.com |
| SF_CLIENT_SECRET | Yes | Your Salesforce OAuth client secret |
Instructions
Guidance the server publishes about itself, which clients place ahead of the tool catalog so the model reads it before choosing anything.
This server publishes no instructions, or was last inspected before Glama recorded them.
Capabilities
Features and capabilities supported by this server
Protocol revision2025-11-25
| Capability | Details |
|---|---|
| tools | {} |
| resources | {
"listChanged": true
} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| 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 |
| 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 |
| 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 |
| 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
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
| Field Discovery Stats | Discovery status: in progress — 0/6 objects |
| Account Field Catalog | Ranked fields for Account (discovery in progress) |
| Account Field Catalog (full) | All scored fields for Account, including non-promoted, with scoring rationale |
| Opportunity Field Catalog | Ranked fields for Opportunity (discovery in progress) |
| Opportunity Field Catalog (full) | All scored fields for Opportunity, including non-promoted, with scoring rationale |
| Contact Field Catalog | Ranked fields for Contact (discovery in progress) |
| Contact Field Catalog (full) | All scored fields for Contact, including non-promoted, with scoring rationale |
| Lead Field Catalog | Ranked fields for Lead (discovery in progress) |
| Lead Field Catalog (full) | All scored fields for Lead, including non-promoted, with scoring rationale |
| Contract Field Catalog | Ranked fields for Contract (discovery in progress) |
| Contract Field Catalog (full) | All scored fields for Contract, including non-promoted, with scoring rationale |
| ContentVersion Field Catalog | Ranked 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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