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 |
Capabilities
Features and capabilities supported by this server
| 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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