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Salesforce MCP Server
MCPOpen SourceMIT15.7
by usama-dtc • NLP & LLM
A server implementation that integrates Claude with Salesforce for natural language interactions with Salesforce data.
Example Use Cases
- 1
Manage Salesforce objects and records using natural language.
- 2
Detailed schema information and cross-object searches in Salesforce.
- 3
Flexible data queries and error handling in Salesforce environments.
Description
This MCP server facilitates natural language interactions with Salesforce, enabling users to query, modify, and manage Salesforce objects and records using everyday language. It supports object and field management, smart object searches, detailed schema information, flexible data queries, and intuitive error handling. Ideal for users looking to enhance their Salesforce operations through conversational interfaces.
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
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Quick Stats
Service TypeMCP
Pricing ModelFree
Capabilities7 Tools / 0 Prompts / 0 Resources
Ownerusama-dtc
CategoryNLP & LLM
DependenciesStandalone
Tags
crmnlpschemaqueries