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tomnagengast

mcp-server-salesforce

by tomnagengast

Server Configuration

Describes the environment variables required to run the server.

NameRequiredDescriptionDefault
PORTNoServer port. Default: 30003000
LOG_LEVELNoLog level. Default: infoinfo
SALESFORCE_PASSWORDYesSalesforce password
SALESFORCE_USERNAMEYesSalesforce username
SALESFORCE_CLIENT_IDYesSalesforce Connected App client ID
SALESFORCE_LOGIN_URLNoSalesforce login URL. Default: https://login.salesforce.comhttps://login.salesforce.com
SALESFORCE_CLIENT_SECRETYesSalesforce Connected App client secret
SALESFORCE_READ_ONLY_MODENoStart in read-only mode. Default: truetrue
SALESFORCE_SECURITY_TOKENYesSalesforce security token

Capabilities

Features and capabilities supported by this server

CapabilityDetails
tools
{}

Tools

Functions exposed to the LLM to take actions

NameDescription
search_recordsC

Search for Salesforce records across multiple objects

soql_queryB

Execute a SOQL query against Salesforce (read-only)

global_searchB

Perform a global search across all Salesforce objects

get_recordB

Retrieve a specific Salesforce record by ID

get_related_recordsC

Get records related to a specific record

get_record_historyB

Get the field history for a record

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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