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Salesforce MCP Server
MCPOpen SourceMIT41.0
by SurajAdsul • NLP & LLM
An MCP server integrating Claude with Salesforce for natural language interactions with Salesforce data.
Example Use Cases
- 1
Query Salesforce data using natural language.
- 2
Manage Salesforce objects and records effortlessly.
- 3
Integrate Salesforce with natural language processing tools like Claude.
Description
The Salesforce MCP Server allows seamless integration with Salesforce, enabling natural language queries and management of Salesforce objects and records using Claude. It supports various operations such as querying, modifying, and managing Salesforce data, offering features like smart object search and detailed schema information. The server supports both username/password and OAuth2 authentication methods for flexibility.
Capabilities(7 total)
Tools (7)
salesforce_search_objects
Search for Salesforce standard and custom objects by name pattern. Examples: 'Account' will find Account, AccountHistory; 'Order' will find WorkOrder, ServiceOrder__c etc.
searchPattern:string*
salesforce_describe_object
Get detailed schema metadata including all fields, relationships, and field properties of any Salesforce object. Examples: 'Account' shows all Account fields including custom fields; 'Case' shows all Case fields including relationships to Account, Contact etc.
objectName:string*
salesforce_query_records
Query records from any Salesforce object using SOQL, including relationship queries. Examples: 1. Parent-to-child query (e.g., Account with Contacts): - objectName: "Account" - fields: ["Name", "(SELECT Id, FirstName, LastName FROM Contacts)"] 2. Child-to-parent query (e.g., Contact with Account details): - objectName: "Contact" - fields: ["FirstName", "LastName", "Account.Name", "Account.Industry"] 3. Multiple level query (e.g., Contact -> Account -> Owner): - objectName: "Contact" - fields: ["Name", "Account.Name", "Account.Owner.Name"] 4. Related object filtering: - objectName: "Contact" - fields: ["Name", "Account.Name"] - whereClause: "Account.Industry = 'Technology'" Note: When using relationship fields: - Use dot notation for parent relationships (e.g., "Account.Name") - Use subqueries in parentheses for child relationships (e.g., "(SELECT Id FROM Contacts)") - Custom relationship fields end in "__r" (e.g., "CustomObject__r.Name")
objectName:string*fields:array*whereClause:stringorderBy:stringlimit:number
salesforce_dml_records
Perform data manipulation operations on Salesforce records: - insert: Create new records - update: Modify existing records (requires Id) - delete: Remove records (requires Id) - upsert: Insert or update based on external ID field Examples: Insert new Accounts, Update Case status, Delete old records, Upsert based on custom external ID
operation:string*objectName:string*records:array*externalIdField:string
salesforce_manage_object
Create new custom objects or modify existing ones in Salesforce: - Create: New custom objects with fields, relationships, and settings - Update: Modify existing object settings, labels, sharing model Examples: Create Customer_Feedback__c object, Update object sharing settings Note: Changes affect metadata and require proper permissions
operation:string*objectName:string*label:stringpluralLabel:stringdescription:stringnameFieldLabel:stringnameFieldType:stringnameFieldFormat:stringsharingModel:string
Quick Actions
Security
Scanned 2 month(s) agoRisk Level
MINIMAL
Read-only data retrieval, no side effects
Trust Score
C57/100
6/17 checks passed
Scores are informational only and provided “as is” without warranty. AgentHotspot assumes no liability for actions taken based on these ratings.
Quick Stats
Service TypeMCP
Pricing ModelFree
Capabilities7 Tools / 0 Prompts / 0 Resources
OwnerSurajAdsul
CategoryNLP & LLM
DependenciesStandalone
Tags
Customer managementNatural languageData managementIntegrationNLP