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obot-platform

Salesforce MCP Server

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 objects

  • create_contact - Create new contacts

  • update_contact - Update existing contacts

  • delete_contact - Delete contacts

Lead Management

  • describe_lead_schema - Get available fields for Lead objects

  • create_lead - Create new leads

  • update_lead - Update existing leads

  • delete_lead - Delete leads

  • convert_lead_to_opportunity - Convert leads to opportunities

Account Management

  • describe_account_schema - Get available fields for Account objects

  • create_account - Create new accounts

  • update_account - Update existing accounts

  • delete_account - Delete accounts

Opportunity Management

  • describe_opportunity_schema - Get available fields for Opportunity objects

  • create_opportunity - Create new opportunities

  • update_opportunity - Update existing opportunities

  • delete_opportunity - Delete opportunities

Case Management

  • describe_case_schema - Get available fields for Case objects

  • create_case - Create new cases

  • update_case - Update existing cases

  • delete_case - Delete cases

Utility Tools

  • query - Execute SOQL queries

  • get_direct_link - Get direct URLs to Salesforce objects

  • email_message - Create email messages using Enhanced Email functionality

Configuration

No environment variables are required. The server gets configuration from HTTP headers:

  • x-forwarded-access-token - Salesforce access token

  • x-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/health

Installation

  1. Install dependencies:

uv sync
  1. Run the server:

python -m app.main
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