Salesforce

Connect to Salesforce CRM to execute SOQL queries, SOSL searches, DML operations, and more.

Key Features

• Execute SOQL queries to retrieve data
• Perform SOSL searches across multiple objects
• Execute DML operations (CREATE, UPDATE, DELETE)
• Retrieve object schema information
• Execute aggregate queries for business analytics

Basic Information

Authentication Method

Uses Username/Password authentication.

Input Parameters

• username (Required): Salesforce username
• password (Required): Salesforce password
• salesforceToken (Required): Salesforce security token (found in user settings)
• instanceUrl (Required): Salesforce instance URL (e.g., https://mycompany--dev.sandbox.lightning.force.com)

Supported MCP Tools

Data Retrieval Tools

query_records

Executes SOQL queries to retrieve Salesforce records with optimized token-efficient formatting.

Input Parameters:

• query (Required): SOQL query to execute (e.g., SELECT Id, Name FROM Account LIMIT 10)

aggregate_query

Executes SOQL aggregate queries with GROUP BY for business analytics and reporting.

Input Parameters:

• query (Required): SOQL aggregate query with GROUP BY (e.g., SELECT COUNT(Id), Industry FROM Account GROUP BY Industry)

Data Search Tools

search_objects

Performs SOSL searches across multiple Salesforce objects to find records.

Input Parameters:

• searchQuery (Required): SOSL search query (e.g., FIND {John} IN ALL FIELDS RETURNING Account(Id, Name), Contact(Id, Name))

Data Management Tools

dml_records

Performs DML operations (CREATE, UPDATE, DELETE) on Salesforce records.

Input Parameters:

• operation (Required): DML operation type (CREATE, UPDATE, DELETE)
• objectName (Required): Name of the Salesforce object (e.g., Account, Contact, Opportunity)
• recordId (Optional): Record ID (required for UPDATE and DELETE operations)
• fields (Optional): Field values as JSON object (required for CREATE and UPDATE operations)

Schema Information Tools

describe_object

Gets detailed schema information about Salesforce objects including fields and relationships.

Input Parameters:

• objectName (Required): Name of the Salesforce object to describe (e.g., Account, Contact, Opportunity)

Usage Examples

For example,

• When you input a prompt like “Retrieve the 10 most recently created records from the Account object”,
• the LLM will call the query_records tool through MCP to execute the SOQL query.
• Then, it will respond in the chat based on the tool call results.

Salesforce Security Token Generation Method

1. Log in to Salesforce.
2. Click the profile icon in the top right corner.
3. Select Setup.
4. Click My Personal Information in the left sidebar.
5. Click Reset My Security Token.
6. Click Reset Security Token.
7. The security token will be sent to your email.

Important Notes

• Uses the latest version of Salesforce API.
• SOQL queries are limited by Salesforce object and field permissions.
• DML operations should be performed carefully to maintain data integrity.
• There are API call limits, so avoid excessive requests.
• Keep your security token secure and renew it regularly.