MCP_Salesforce
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| SALESFORCE_PASSWORD | Yes | Your Salesforce password | |
| SALESFORCE_USERNAME | Yes | Your Salesforce username | |
| SALESFORCE_CLIENT_ID | Yes | Connected App Consumer Key | |
| SALESFORCE_LOGIN_URL | Yes | Salesforce login URL (usually https://login.salesforce.com) | |
| SALESFORCE_CLIENT_SECRET | Yes | Connected App Consumer Secret | |
| SALESFORCE_SECURITY_TOKEN | Yes | Your Salesforce security token |
Capabilities
Features and capabilities supported by this server
| Capability | Details |
|---|---|
| tools | {} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| search_accountsA | Search for Salesforce accounts by name, industry, or other criteria |
| search_contactsB | Search for Salesforce contacts by name, email, or other criteria |
| search_opportunitiesB | Search for Salesforce opportunities by name, stage, or other criteria |
| search_leadsB | Search for Salesforce leads by name, company, or other criteria |
| get_account_detailsA | Get detailed information about a specific Salesforce account |
| get_contact_detailsA | Get detailed information about a specific Salesforce contact |
| get_opportunity_detailsB | Get detailed information about a specific Salesforce opportunity |
| update_accountB | Update a Salesforce account with new information |
| update_contactB | Update a Salesforce contact with new information |
| update_opportunityC | Update a Salesforce opportunity with new information |
| get_recent_activitiesC | Get recent activities (tasks, events, calls) for an account or contact |
| create_taskB | Create a new task in Salesforce |
| create_accountC | Create a new Salesforce account |
| create_contactB | Create a new Salesforce contact |
| create_opportunityB | Create a new Salesforce opportunity |
| search_all_recordsA | Search across all Salesforce records using SOSL (global search) |
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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