aaronsb/salesforce-cloud
If you are the rightful owner of salesforce-cloud and would like to certify it and/or have it hosted online, please leave a comment on the right or send an email to henry@mcphub.com.
This server provides AI-powered tools for interacting with Salesforce, featuring opportunity intelligence, conversation analysis, business case generation, and standard CRUD operations.
Tools
Functions exposed to the LLM to take actions
execute_soql
Execute a SOQL query with pagination support.
describe_object
Get metadata about a Salesforce object with optional field information.
create_record
Create a new record in Salesforce.
update_record
Update an existing record in Salesforce.
delete_record
Delete a record from Salesforce.
get_user_info
Get information about the current user.
list_objects
List all available Salesforce objects with pagination support.
search_opportunities
Search for Salesforce opportunities using flexible criteria and pattern matching.
get_opportunity_details
Get detailed information about a specific opportunity.
analyze_conversation
Analyze conversation activity and engagement patterns for an opportunity.
enrich_opportunity
Enrich an opportunity with market intelligence and strategic recommendations.
find_similar_opportunities
Find opportunities similar to a reference opportunity or based on specific criteria.
opportunity_insights
Generate detailed insights and analytics from opportunity data.
generate_business_case
Generate a professional business case document for an opportunity.
Prompts
Interactive templates invoked by user choice
No prompts
Resources
Contextual data attached and managed by the client