Salesforce MCP Server
Provides tools for managing Salesforce objects including contacts, leads, accounts, opportunities, and cases, as well as executing SOQL queries and creating email messages.
Click on "Install Server".
Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.
In the chat, type
@followed by the MCP server name and your instructions, e.g., "@Salesforce MCP Servercreate a new lead for Acme Corp"
That's it! The server will respond to your query, and you can continue using it as needed.
Here is a step-by-step guide with screenshots.
Salesforce MCP Server
A Model Context Protocol (MCP) server implementation for Salesforce, providing tools to manage contacts, leads, opportunities, accounts, cases, and more.
Features
This MCP server provides the following tools:
Contact Management
describe_contact_schema- Get available fields for Contact objectscreate_contact- Create new contactsupdate_contact- Update existing contactsdelete_contact- Delete contacts
Lead Management
describe_lead_schema- Get available fields for Lead objectscreate_lead- Create new leadsupdate_lead- Update existing leadsdelete_lead- Delete leadsconvert_lead_to_opportunity- Convert leads to opportunities
Account Management
describe_account_schema- Get available fields for Account objectscreate_account- Create new accountsupdate_account- Update existing accountsdelete_account- Delete accounts
Opportunity Management
describe_opportunity_schema- Get available fields for Opportunity objectscreate_opportunity- Create new opportunitiesupdate_opportunity- Update existing opportunitiesdelete_opportunity- Delete opportunities
Case Management
describe_case_schema- Get available fields for Case objectscreate_case- Create new casesupdate_case- Update existing casesdelete_case- Delete cases
Utility Tools
query- Execute SOQL queriesget_direct_link- Get direct URLs to Salesforce objectsemail_message- Create email messages using Enhanced Email functionality
Related MCP server: MCP Salesforce Connector
Configuration
No environment variables are required. The server gets configuration from HTTP headers:
x-forwarded-access-token- Salesforce access tokenx-forwarded-salesforce-instance-url- Salesforce instance URL (e.g., https://yourcompany.my.salesforce.com)
Usage
The server runs on port 9000 at the path /mcp/salesforce. You can test it by visiting:
http://localhost:9000/healthInstallation
Install dependencies:
uv syncRun the server:
python -m app.mainThis server cannot be installed
Maintenance
Resources
Unclaimed servers have limited discoverability.
Looking for Admin?
If you are the server author, to access and configure the admin panel.
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