MCP-Mirror/SurajAdsul_mcp-server-salesforce
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An MCP server implementation that integrates Claude with Salesforce, enabling natural language interactions with your Salesforce data and metadata.
Tools
Functions exposed to the LLM to take actions
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.
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.
salesforce_query_records
Query records from any Salesforce object using SOQL, including relationship queries.
Examples:
-
Parent-to-child query (e.g., Account with Contacts):
- objectName: "Account"
- fields: ["Name", "(SELECT Id, FirstName, LastName FROM Contacts)"]
-
Child-to-parent query (e.g., Contact with Account details):
- objectName: "Contact"
- fields: ["FirstName", "LastName", "Account.Name", "Account.Industry"]
-
Multiple level query (e.g., Contact -> Account -> Owner):
- objectName: "Contact"
- fields: ["Name", "Account.Name", "Account.Owner.Name"]
-
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")
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
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
salesforce_manage_field
Create new custom fields or modify existing fields on any Salesforce object:
- Field Types: Text, Number, Date, Lookup, Master-Detail, Picklist etc.
- Properties: Required, Unique, External ID, Length, Scale etc.
- Relationships: Create lookups and master-detail relationships Examples: Add Rating__c picklist to Account, Create Account lookup on Custom Object Note: Changes affect metadata and require proper permissions
salesforce_search_all
Search across multiple Salesforce objects using SOSL (Salesforce Object Search Language).
Examples:
-
Basic search across all objects: { "searchTerm": "John", "objects": [ { "name": "Account", "fields": ["Name"], "limit": 10 }, { "name": "Contact", "fields": ["FirstName", "LastName", "Email"] } ] }
-
Advanced search with filters: { "searchTerm": "Cloud*", "searchIn": "NAME FIELDS", "objects": [ { "name": "Account", "fields": ["Name", "Industry"], "orderBy": "Name DESC", "where": "Industry = 'Technology'" } ], "withClauses": [ { "type": "NETWORK", "value": "ALL NETWORKS" }, { "type": "SNIPPET", "fields": ["Description"] } ] }
Notes:
- Use * and ? for wildcards in search terms
- Each object can have its own WHERE, ORDER BY, and LIMIT clauses
- Support for WITH clauses: DATA CATEGORY, DIVISION, METADATA, NETWORK, PRICEBOOKID, SNIPPET, SECURITY_ENFORCED
- "updateable" and "viewable" options control record access filtering
Prompts
Interactive templates invoked by user choice
No prompts
Resources
Contextual data attached and managed by the client
