sitrakaherivalisoagithub/salesforce_mcp_server
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The Salesforce MCP Server is a bridge between a Large Language Model (LLM) and the Salesforce API, facilitating interaction with Salesforce data.
Tools
Functions exposed to the LLM to take actions
search_contact
Searches for a contact in Salesforce by name and optionally by email.
get_account_details
Retrieves the full details of a customer account by its exact name or ID.
list_open_opportunities
Lists all sales opportunities that are not yet closed.
log_activity
Records an activity and associates it with a record.
get_case_details
Retrieves the details of a support ticket using its ticket number.
list_open_cases
Lists all open support tickets.
create_case
Creates a new support ticket for a customer.
add_comment_to_case
Adds a comment to an existing support ticket.
search_salesforce
Performs a global search across Salesforce using a search term.
Prompts
Interactive templates invoked by user choice
No prompts
Resources
Contextual data attached and managed by the client