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smn2gnt

MCP Salesforce Connector

by smn2gnt

Server Configuration

Describes the environment variables required to run the server.

NameRequiredDescriptionDefault
SALESFORCE_DOMAINNoSet to 'test' to connect to a Salesforce sandbox environment. If not set or left empty, the server will connect to the production environment.
SALESFORCE_PASSWORDNoSalesforce password for legacy authentication.
SALESFORCE_USERNAMENoSalesforce username for legacy authentication.
SALESFORCE_ACCESS_TOKENNoSalesforce Access Token for OAuth authentication.
SALESFORCE_INSTANCE_URLNoSalesforce Instance URL for OAuth authentication (e.g., https://my-company.my.salesforce.com).
SALESFORCE_CLI_TARGET_ORGNoWhen using the Salesforce CLI authentication method, set this to target a specific org alias or username instead of the default org.
SALESFORCE_SECURITY_TOKENNoSalesforce security token for legacy authentication.

Capabilities

Features and capabilities supported by this server

CapabilityDetails
tools
{
  "listChanged": false
}
experimental
{}

Tools

Functions exposed to the LLM to take actions

NameDescription
run_soql_queryA

Executes a SOQL query against Salesforce.

TOKEN OPTIMIZATION GUIDELINES:

  • Always SELECT only the fields you need (never SELECT *)

  • Use LIMIT to restrict results (start with LIMIT 10, increase if needed)

  • Use WHERE clauses to filter data server-side

  • Default output is CSV format (most token-efficient)

  • Use format='json' only when you need nested data structure

  • You can always run additional queries if you need more data

Example efficient query: SELECT Id, Name FROM Account WHERE IsActive = true LIMIT 20

run_sosl_searchA

Executes a SOSL search against Salesforce.

TOKEN OPTIMIZATION: Use RETURNING clause to limit fields and objects. Example: FIND {searchterm} RETURNING Account(Id, Name), Contact(Id, Name) LIMIT 10

get_object_fieldsA

Retrieves field names and types for a Salesforce object. Use this to discover available fields before writing SOQL queries.

Output is CSV format: name,label,type,updateable

get_recordA

Retrieves a specific record by ID. Returns all fields - prefer SOQL with specific fields for token efficiency.

create_recordD

Creates a new record

update_recordB

Updates an existing record

delete_recordC

Deletes a record

tooling_executeC

Executes a Tooling API request

apex_executeC

Executes an Apex REST request

restfulB

Makes a direct REST API call to Salesforce

list_sobjectsA

Retrieves a list of all available Salesforce SObjects (standard and custom).

bulk_create_recordsC

Creates multiple records of a specified SObject type in bulk.

bulk_update_recordsA

Updates multiple records of a specified SObject type in bulk. Each record must have an 'Id' field.

bulk_delete_recordsB

Deletes multiple records of a specified SObject type in bulk, given their IDs.

Prompts

Interactive templates invoked by user choice

NameDescription

No prompts

Resources

Contextual data attached and managed by the client

NameDescription

No resources

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