Salesforce MCP Server

salesforce_query_records

Query records from any Salesforce object using SOQL, including relationship queries.

Examples:

  1. Parent-to-child query (e.g., Account with Contacts):
    • objectName: "Account"
    • fields: ["Name", "(SELECT Id, FirstName, LastName FROM Contacts)"]
  2. Child-to-parent query (e.g., Contact with Account details):
    • objectName: "Contact"
    • fields: ["FirstName", "LastName", "Account.Name", "Account.Industry"]
  3. Multiple level query (e.g., Contact -> Account -> Owner):
    • objectName: "Contact"
    • fields: ["Name", "Account.Name", "Account.Owner.Name"]
  4. Related object filtering:
    • objectName: "Contact"
    • fields: ["Name", "Account.Name"]
    • whereClause: "Account.Industry = 'Technology'"

Note: When using relationship fields:

  • Use dot notation for parent relationships (e.g., "Account.Name")
  • Use subqueries in parentheses for child relationships (e.g., "(SELECT Id FROM Contacts)")
  • Custom relationship fields end in "__r" (e.g., "CustomObject__r.Name")

Input Schema

NameRequiredDescriptionDefault
fieldsYesList of fields to retrieve, including relationship fields
limitNoMaximum number of records to return
objectNameYesAPI name of the object to query
orderByNoORDER BY clause, can include fields from related objects
whereClauseNoWHERE clause, can include conditions on related objects

Input Schema (JSON Schema)

{ "properties": { "fields": { "description": "List of fields to retrieve, including relationship fields", "items": { "type": "string" }, "type": "array" }, "limit": { "description": "Maximum number of records to return", "optional": true, "type": "number" }, "objectName": { "description": "API name of the object to query", "type": "string" }, "orderBy": { "description": "ORDER BY clause, can include fields from related objects", "optional": true, "type": "string" }, "whereClause": { "description": "WHERE clause, can include conditions on related objects", "optional": true, "type": "string" } }, "required": [ "objectName", "fields" ], "type": "object" }