MCP Salesforce Lite
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| SALESFORCE_ACCESS_TOKEN | Yes | Your Salesforce access token | |
| SALESFORCE_INSTANCE_URL | Yes | Your Salesforce instance URL (e.g., https://yourcompany.my.salesforce.com) |
Capabilities
Features and capabilities supported by this server
| Capability | Details |
|---|---|
| tools | {
"listChanged": false
} |
| experimental | {} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| soql_queryC | Execute a SOQL query against Salesforce |
| search_recordsC | Search for records across multiple Salesforce objects |
| get_recordC | Retrieve a specific Salesforce record by ID with limit and pagination |
| create_recordC | Create a new Salesforce record |
| update_recordC | Update an existing Salesforce record |
| delete_recordC | Delete a Salesforce record |
| describe_object_definitionC | Get metadata and field information for a Salesforce object with pagination |
| list_avail_objectsC | List available Salesforce objects with limit and pagination (10-20 objects max) |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |
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