MCP Salesforce Connector
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| SALESFORCE_DOMAIN | No | Set to 'test' to connect to a Salesforce sandbox environment. If not set or left empty, the server will connect to the production environment. | |
| SALESFORCE_PASSWORD | No | Salesforce password for legacy authentication. | |
| SALESFORCE_USERNAME | No | Salesforce username for legacy authentication. | |
| SALESFORCE_ACCESS_TOKEN | No | Salesforce Access Token for OAuth authentication. | |
| SALESFORCE_INSTANCE_URL | No | Salesforce Instance URL for OAuth authentication (e.g., https://my-company.my.salesforce.com). | |
| SALESFORCE_CLI_TARGET_ORG | No | When using the Salesforce CLI authentication method, set this to target a specific org alias or username instead of the default org. | |
| SALESFORCE_SECURITY_TOKEN | No | Salesforce security token for legacy authentication. |
Capabilities
Features and capabilities supported by this server
| Capability | Details |
|---|---|
| tools | {
"listChanged": false
} |
| experimental | {} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| run_soql_queryA | Executes a SOQL query against Salesforce. TOKEN OPTIMIZATION GUIDELINES:
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
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |
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