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aiyanbo

Salesforce MCP Server

by aiyanbo

Server Configuration

Describes the environment variables required to run the server.

NameRequiredDescriptionDefault
SALESFORCE_PASSWORDYesYour Salesforce password
SALESFORCE_USERNAMEYesYour Salesforce username
SALESFORCE_SECURITY_TOKENYesYour Salesforce security token

Capabilities

Features and capabilities supported by this server

CapabilityDetails
tools
{
  "listChanged": true
}
prompts
{
  "listChanged": false
}
resources
{
  "subscribe": false,
  "listChanged": false
}
experimental
{}

Tools

Functions exposed to the LLM to take actions

NameDescription
list_objectsA

List all available Salesforce objects.

Returns: List of dictionaries containing object metadata including name, label, whether it's custom, and other attributes.

describe_objectA

Get all fields for a specific Salesforce object.

Args: object_name: The API name of the Salesforce object (e.g., 'Account', 'Contact')

Returns: Dictionary containing object name and list of field definitions.

get_soql_helpA

Get comprehensive help documentation for SOQL (Salesforce Object Query Language).

Returns: Dictionary containing SOQL syntax guide, examples, best practices, and common patterns.

Reference: https://developer.salesforce.com/docs/atlas.en-us.soql_sosl.meta/soql_sosl/sforce_api_calls_soql_sosl_intro.htm

execute_soql_queryA

Execute a SOQL query against Salesforce.

Args: query: The SOQL query string (e.g., 'SELECT Id, Name FROM Account LIMIT 10')

Returns: Dictionary containing query, rows, row_count, and columns.

IMPORTANT: Before constructing SOQL queries, use the get_soql_help() tool to understand: - Basic SOQL syntax and structure - How to write WHERE clauses and filters - Relationship queries (child-to-parent and parent-to-child) - Aggregate functions and GROUP BY - Common patterns and best practices

Reference: https://developer.salesforce.com/docs/atlas.en-us.soql_sosl.meta/soql_sosl/sforce_api_calls_soql_select.htm

Important SOQL Rules: 1. CANNOT use SELECT * - You MUST specify column names explicitly 2. Aggregate queries (using COUNT, SUM, AVG, etc.) CANNOT use LIMIT

Prompts

Interactive templates invoked by user choice

NameDescription

No prompts

Resources

Contextual data attached and managed by the client

NameDescription

No resources

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