@salesforce/mcp
MCP ServerFreeMCP Server for interacting with Salesforce instances
Capabilities12 decomposed
salesforce soql query execution with mcp transport
Medium confidenceExecutes Salesforce Object Query Language (SOQL) queries against a Salesforce instance through the Model Context Protocol, translating MCP tool calls into authenticated REST API requests to the Salesforce Query API endpoint. Handles query parsing, authentication token management, and result pagination through the MCP message protocol, returning structured record sets with field metadata.
Implements Salesforce query access as a native MCP tool, allowing LLMs to directly invoke SOQL without intermediate REST client libraries or custom authentication wrappers. Uses MCP's standardized tool schema to expose Salesforce API capabilities, enabling seamless integration with any MCP-compatible client.
Simpler than building custom Salesforce REST integrations because MCP handles authentication, error handling, and protocol translation; more direct than Salesforce's official npm SDK for LLM-driven use cases because it exposes queries as callable tools rather than requiring imperative code.
salesforce record creation and update via mcp tools
Medium confidenceProvides MCP tool bindings for creating and updating Salesforce records (accounts, contacts, opportunities, custom objects) by translating tool calls into Salesforce REST API DML (Data Manipulation Language) operations. Handles field validation, required field checking, and relationship assignment through structured input schemas that map to Salesforce object metadata.
Exposes Salesforce DML operations as MCP tools with schema-based input validation, allowing LLMs to create/update records with type safety and field validation before API calls. Integrates Salesforce object metadata to dynamically generate tool schemas, reducing manual configuration.
More reliable than direct REST API calls from LLM prompts because schema validation catches field mismatches before API execution; simpler than Salesforce's npm SDK for agent-driven workflows because MCP handles tool invocation and error translation automatically.
salesforce custom object and field querying with dynamic schema binding
Medium confidenceQueries custom Salesforce objects and fields using dynamically discovered schema, enabling SOQL execution against any custom object without hardcoding field names. Integrates with metadata introspection to generate query schemas at runtime, allowing LLMs to construct queries against org-specific custom objects.
Combines SOQL query execution with dynamic metadata discovery, enabling LLMs to query custom objects without hardcoded schema. Generates query schemas at runtime based on org-specific custom objects, creating a self-aware integration that adapts to any Salesforce configuration.
More flexible than static integrations because it discovers custom objects dynamically; more powerful than standard object queries because it supports any custom object; enables LLM reasoning over org-specific data models in a way that REST-only clients cannot.
salesforce error handling and api failure recovery
Medium confidenceImplements comprehensive error handling for Salesforce API failures, translating Salesforce error responses into actionable MCP tool errors with retry logic and fallback strategies. Handles rate limiting, authentication failures, validation errors, and transient failures with exponential backoff and circuit breaker patterns.
Implements Salesforce-specific error handling with retry logic and circuit breaker patterns, enabling MCP tools to recover from transient failures automatically. Translates Salesforce error codes into actionable MCP errors, providing LLMs with clear guidance for error recovery.
More robust than basic error handling because it implements retry logic and circuit breakers; more Salesforce-aware than generic HTTP error handling because it understands Salesforce-specific errors (INVALID_FIELD, REQUIRED_FIELD_MISSING); enables resilient LLM workflows that REST-only clients struggle to support.
salesforce metadata introspection and schema discovery
Medium confidenceQueries Salesforce metadata APIs to discover available objects, fields, relationships, and field properties (type, length, required status, picklist values) and exposes this information through MCP tools. Caches metadata locally to reduce API calls and enables dynamic schema generation for other MCP tools, allowing LLMs to understand Salesforce data structure without hardcoding field names.
Implements Salesforce Metadata API integration as MCP tools with local caching, enabling LLMs to discover schema dynamically without hardcoded field mappings. Generates tool schemas for other MCP capabilities based on discovered metadata, creating a self-aware integration that adapts to org-specific configurations.
More flexible than static Salesforce integrations because it discovers schema at runtime; more efficient than querying metadata on every operation because it caches results locally; enables LLM reasoning about data structure in a way that REST-only clients cannot.
salesforce authentication and token lifecycle management
Medium confidenceManages OAuth 2.0 authentication flows and access token lifecycle for Salesforce API access, handling token refresh, expiration detection, and credential storage. Implements automatic token refresh before expiration to ensure uninterrupted API access, and supports multiple authentication methods (OAuth 2.0 authorization code flow, username/password, JWT bearer token flow).
Implements transparent token lifecycle management within the MCP server, automatically refreshing credentials without exposing token details to the MCP client. Supports multiple Salesforce authentication flows (OAuth, username/password, JWT) through a unified interface, adapting to different deployment contexts.
More secure than embedding credentials in MCP tool calls because tokens are managed server-side; more reliable than manual token refresh because it detects expiration proactively and handles refresh automatically; more flexible than single-auth-method solutions because it supports OAuth, password, and JWT flows.
salesforce report and dashboard data retrieval
Medium confidenceExecutes Salesforce Reports and Dashboards API calls to retrieve report results and dashboard component data, translating MCP tool calls into Salesforce Analytics API requests. Handles report filtering, column selection, and result formatting, returning structured data that can be fed into LLM analysis or decision-making workflows.
Exposes Salesforce Reports and Dashboards as MCP tools, allowing LLMs to retrieve pre-built analytics without requiring knowledge of underlying SOQL or data structure. Handles report execution and result formatting transparently, enabling natural language queries against Salesforce analytics.
More accessible than SOQL-based queries because reports are pre-built and optimized; more flexible than static dashboard exports because filters can be applied at runtime; enables LLM reasoning over Salesforce analytics in a way that REST API alone cannot.
salesforce list view and filtered record retrieval
Medium confidenceRetrieves records from Salesforce list views through the MCP protocol, translating tool calls into Salesforce List View API requests. Handles list view filtering, sorting, and pagination, returning structured record sets that match pre-configured list view criteria without requiring manual SOQL construction.
Provides access to Salesforce list views as MCP tools, allowing LLMs to leverage pre-built filtering logic without understanding SOQL or data structure. Abstracts list view API complexity, enabling natural language queries against filtered record sets.
Simpler than SOQL queries because list views are pre-configured; more aligned with Salesforce user workflows because list views are how business users filter data; reduces LLM complexity by eliminating need to construct WHERE clauses.
salesforce attachment and file handling
Medium confidenceManages file uploads and downloads for Salesforce records through MCP tools, supporting attachment creation, retrieval, and deletion. Handles file encoding (base64), content type detection, and association with parent records (accounts, opportunities, cases), enabling document management workflows within Salesforce.
Implements Salesforce attachment operations as MCP tools with base64 encoding/decoding, enabling LLMs to upload and retrieve files without managing binary data directly. Handles file association with parent records transparently, simplifying document workflows.
More integrated than REST API calls because MCP handles encoding and protocol translation; simpler than Salesforce Files API because attachments are more straightforward; enables document-driven LLM workflows that REST-only clients struggle to support.
salesforce workflow and approval process triggering
Medium confidenceTriggers Salesforce workflows, approval processes, and flow executions through MCP tools, translating tool calls into Salesforce Flow API or Workflow API requests. Handles flow input parameters, execution monitoring, and result retrieval, enabling LLM-driven automation of Salesforce business processes.
Exposes Salesforce Flow and Workflow APIs as MCP tools, allowing LLMs to trigger business processes with type-safe input parameters. Handles flow execution and result retrieval transparently, enabling LLM-driven automation of Salesforce workflows.
More powerful than REST API calls because flows encapsulate complex business logic; more flexible than hardcoded workflows because flows can be modified in Salesforce without code changes; enables LLM reasoning over Salesforce processes in a way that direct API calls cannot.
salesforce search with sosl and full-text indexing
Medium confidenceExecutes Salesforce Object Search Language (SOSL) queries and leverages Salesforce's full-text search indexing to find records across multiple objects simultaneously. Translates MCP tool calls into Salesforce Search API requests, handling search syntax, result ranking, and multi-object result aggregation.
Implements Salesforce SOSL search as MCP tools, enabling LLMs to search across multiple objects with natural language queries. Leverages Salesforce's full-text indexing for fast, ranked results without requiring knowledge of specific field names or SOQL syntax.
More flexible than SOQL for discovery queries because it searches across objects and fields; more natural for LLM use because it supports text-based search rather than structured queries; more efficient than multiple SOQL queries because it returns multi-object results in a single call.
salesforce event and activity logging
Medium confidenceCreates and retrieves Salesforce events and activities (tasks, calendar events) through MCP tools, translating tool calls into Salesforce Activity API requests. Handles event creation with attendees, reminders, and scheduling, and retrieves activity history for records, enabling LLM-driven scheduling and activity tracking.
Implements Salesforce Activity API as MCP tools, enabling LLMs to create and retrieve activities without managing calendar systems directly. Handles event scheduling, attendee management, and activity history retrieval transparently.
More integrated than REST API calls because MCP handles scheduling logic; simpler than external calendar APIs because activities are stored in Salesforce; enables LLM-driven scheduling workflows that REST-only clients struggle to support.
Capabilities are decomposed by AI analysis. Each maps to specific user intents and improves with match feedback.
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Best For
- ✓AI agents and LLM applications needing real-time Salesforce data access
- ✓Teams building Salesforce automation workflows that require intelligent decision-making
- ✓Developers integrating Salesforce as a knowledge source for RAG or context augmentation
- ✓Autonomous agents that need to persist decisions back to Salesforce
- ✓Workflow automation tools that generate Salesforce records from unstructured data
- ✓CRM data enrichment pipelines driven by LLM analysis
- ✓Multi-tenant Salesforce integrations where custom objects vary per org
- ✓LLM agents that need to adapt to org-specific data models
Known Limitations
- ⚠SOQL query complexity limited by Salesforce API governor limits (50,000 records per query by default)
- ⚠No support for SOSL (Salesforce Object Search Language) — SOQL queries only
- ⚠Pagination requires explicit offset/limit parameters; no automatic cursor-based streaming
- ⚠Query results are read-only; mutations require separate DML capability
- ⚠No native batch DML — each create/update is a separate API call, subject to Salesforce rate limits (typically 10,000 API calls per 24 hours for most orgs)
- ⚠Field-level validation errors return raw Salesforce API error messages; no intelligent error recovery or suggestion
Requirements
Input / Output
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MCP Server for interacting with Salesforce instances
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