Salesforce MCP Server
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| SALESFORCE_DOMAIN | No | Salesforce domain: 'login' for production or 'test' for sandbox (default is 'login') | login |
| SALESFORCE_PASSWORD | No | Your Salesforce password (required for username/password authentication) | |
| SALESFORCE_USERNAME | No | Your Salesforce username (required for username/password authentication) | |
| SALESFORCE_ACCESS_MODE | No | Control which tools are available: 'read' (safe exploration), 'read_write' (CRM operations), or 'all' (full API access, default) | all |
| SALESFORCE_ACCESS_TOKEN | No | Your Salesforce OAuth access token (required for OAuth authentication) | |
| SALESFORCE_INSTANCE_URL | No | The Salesforce instance URL (required for OAuth authentication) | |
| SALESFORCE_SECURITY_TOKEN | No | Your Salesforce security token (required for username/password authentication) |
Capabilities
Features and capabilities supported by this server
| Capability | Details |
|---|---|
| tools | {
"listChanged": false
} |
| prompts | {
"listChanged": false
} |
| resources | {
"subscribe": false,
"listChanged": false
} |
| experimental | {} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| list_objectsA | List all Salesforce objects in this org. Use this as the first step when exploring an unfamiliar org or when you need to find a custom object. |
| describe_objectA | Get complete metadata for a Salesforce object: fields, relationships, picklist values, and record types. Call this before querying or writing to an unfamiliar object. |
| run_soql_queryA | Execute a SOQL query. SOQL syntax: SELECT fields FROM Object WHERE conditions ORDER BY field LIMIT n |
| run_sosl_searchA | Search across multiple Salesforce objects by keyword using full-text search. |
| get_recordA | Get a single Salesforce record by its ID. Returns all readable fields. |
| create_recordA | Create a new Salesforce record. Provide the object name and a dict of field values. |
| update_recordA | Update fields on an existing Salesforce record. Only include fields you want to change. |
| delete_recordA | Permanently delete a Salesforce record. This cannot be undone via the API. Records go to the Recycle Bin and can be recovered by an admin within 15 days. |
| tooling_executeA | Execute a Salesforce Tooling API call. The Tooling API accesses metadata and developer objects: ApexClass, ApexTrigger, CustomField, Flow, ValidationRule. |
| apex_executeB | Call a custom Apex REST endpoint. These are org-specific REST services written in Apex by developers. The action is the URL path after /services/apexrest/. This will return an error if no custom Apex REST endpoints exist in the org. |
| restfulA | Execute a raw Salesforce REST API call. This is an escape hatch for API endpoints not covered by other tools. |
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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