connect_salesforce
Connect to a Salesforce org by providing Connected App credentials, username, password, and login URL. Enables Salesforce access for the session.
Instructions
Connect to a Salesforce org in one step.
WHEN TO CALL: At the start of any session that needs Salesforce access, or when get_config shows salesforce.configured = false.
HOW TO ASK THE USER: "To connect to Salesforce I need: 1. Connected App consumer key (client ID) 2. Connected App consumer secret (client secret) 3. Your Salesforce username 4. Your Salesforce password 5. Your security token (optional — only needed if your IP is not allowlisted) 6. Login URL — use https://test.salesforce.com for sandboxes, otherwise leave default
To get a Connected App:
Salesforce Setup → App Manager → New Connected App
Enable OAuth, add 'api' and 'refresh_token' scopes
These are held in memory for this session only — never stored or logged."After calling this tool, confirm the connection and proceed with the user's request.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| client_id | Yes | Connected App consumer key | |
| client_secret | Yes | Connected App consumer secret | |
| username | Yes | Salesforce username (email format) | |
| password | Yes | Salesforce password | |
| security_token | No | Security token — leave blank if IP is allowlisted | |
| login_url | No | https://login.salesforce.com for production, https://test.salesforce.com for sandboxes | https://login.salesforce.com |