What is Salesforce MCP?

It's an MCP (Model Context Protocol) server that connects Salesforce to your AI, giving the agent tools to act on your data — through a single remote link.

Which AI clients does it work with?

Any MCP-compatible client: Claude (web, desktop and mobile), Cursor, ChatGPT with connectors, OpenClaw and other agents.

No. Paste the remote URL into your client, authenticate once, and you're done — no packages to install, no code to write.

Is it secure? Can the AI change my data?

Access is authorized by you and can be revoked anytime. Permissions follow what Salesforce exposes; you approve them when connecting.

How much does it cost?

You start free and upgrade when you need more usage. Billing and limits are managed in your mcp.ai account.

Can I cancel anytime?

Yes. Plans are monthly and can be cancelled at any time, with no lock-in.

Salesforce MCP Server and REST API

Salesforce

Salesforce is a leading CRM platform integrating sales, service, marketing, and analytics to build customer relationships and drive business growth

Install in your client

MCP server URL

https://api.mcp.ai/p_salesforce

Secure connection via OAuth 2.0

Tools (97)

For developers

API & agent docs

Machine-readable docs to plug this server into an agent or call it over REST.

Skill (how to use)

Markdown: use via MCP or via the direct REST API.

Open

llms.txt

Agent-readable spec of this server.

Open

For agents

Install prompt — paste into Claude, ChatGPT, Cursor or any MCP agent and it sets itself up.

Open

Postman collection

Import the REST API into Postman.

Download

FAQ

Salesforce

Tools (97)

API & agent docs

Frequently asked questions

Example prompts

Salesforce

Tools (97)

salesforce_account_creation_with_content_type_optionDeprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.

salesforce_add_contact_to_campaignAdds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.

salesforce_add_lead_to_campaignAdds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.

salesforce_add_opportunity_line_itemAdds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.

salesforce_apply_lead_assignment_rulesApplies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.

salesforce_associate_contact_to_accountAssociates a contact with an account by updating the contact's accountid field.

salesforce_clone_opportunity_with_productsClones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.

salesforce_clone_recordCreates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.

salesforce_complete_taskMarks a task as completed with optional completion notes. this is a convenience action that updates the task status to 'completed'.

salesforce_create_accountCreates a new account in salesforce with the specified information.

salesforce_create_campaignCreates a new campaign in salesforce with the specified information.

salesforce_create_campaign_record_via_postDeprecated: creates a new campaign record in salesforce; if 'parentid' is provided, it must be a valid id of an existing campaign record, and if 'ownerid' is provided, it must be a valid id of an acti

salesforce_create_contactCreates a new contact in salesforce with the specified information.

salesforce_create_leadCreates a new lead in salesforce with the specified information.

salesforce_create_lead_with_specified_content_typeDeprecated: creates a new lead in salesforce, requiring `lastname` and `company` unless person accounts are enabled and `company` is null.

salesforce_create_new_contact_with_json_headerDeprecated: creates a new contact in salesforce; 'lastname' is required, an existing 'accountid' must be used if provided, and any custom fields (ending with ' c') must be predefined.

salesforce_create_noteCreates a new note attached to a salesforce record with the specified title and content.

salesforce_create_note_record_with_content_type_headerDeprecated: creates a new note record in salesforce, associated with an existing salesforce object via `parentid`, automatically including a `content-type: application/json` header.

salesforce_create_opportunityCreates a new opportunity in salesforce with the specified information.

salesforce_create_opportunity_recordDeprecated: creates a new opportunity record in salesforce; `name`, `stagename`, and `closedate` are mandatory, and ensure any referenced ids (e.g., `accountid`, `campaignid`) are valid and correspond

salesforce_create_taskCreates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.

salesforce_delete_a_lead_object_by_its_idDeprecated: permanently deletes an existing lead object from salesforce using its unique id.

salesforce_delete_accountPermanently deletes an account from salesforce. this action cannot be undone.

salesforce_delete_campaignPermanently deletes a campaign from salesforce. this action cannot be undone.

salesforce_delete_contactPermanently deletes a contact from salesforce. this action cannot be undone.

salesforce_delete_leadPermanently deletes a lead from salesforce. this action cannot be undone.

salesforce_delete_notePermanently deletes a note from salesforce. this action cannot be undone.

salesforce_delete_opportunityPermanently deletes an opportunity from salesforce. this action cannot be undone.

salesforce_execute_soql_queryDeprecated: executes the provided soql query against salesforce; the query must begin with 'select'.

salesforce_fetch_account_by_id_with_queryDeprecated: use this action to retrieve a salesforce account by its unique id, which must be a valid and existing salesforce account id; you can optionally specify a comma-delimited list of fields to

salesforce_fetch_modified_or_unmodified_sobjectsDeprecated: fetches sobjects from `/sobjects` based on caller-set 'if-modified-since' (returns objects modified after a date, or 304 status if none) or 'if-unmodified-since' (returns objects if unmodi

salesforce_get_accountRetrieves a specific account by id from salesforce, returning all available fields.

salesforce_get_campaignRetrieves a specific campaign by id from salesforce, returning all available fields.

salesforce_get_contactRetrieves a specific contact by id from salesforce, returning all available fields.

salesforce_get_dashboardGets detailed metadata for a specific dashboard including its components, layout, and filters.

salesforce_get_leadRetrieves a specific lead by id from salesforce, returning all available fields.

salesforce_get_noteRetrieves a specific note by id from salesforce, returning all available fields.

salesforce_get_note_by_id_with_fieldsDeprecated: retrieves a salesforce note object by its id, optionally specifying which fields to return; the note id must exist.

salesforce_get_opportunityRetrieves a specific opportunity by id from salesforce, returning all available fields.

salesforce_get_reportGets detailed metadata for a specific report including its structure, columns, filters, and groupings.

salesforce_get_report_instanceGets the results of a report instance created by running a report. check status to see if report has completed.

salesforce_get_user_infoRetrieves information about the current user or a specific user in salesforce.

salesforce_list_accountsLists accounts from salesforce using soql query, allowing flexible filtering, sorting, and field selection.

salesforce_list_campaignsLists campaigns from salesforce using soql query, allowing flexible filtering, sorting, and field selection.

salesforce_list_contactsLists contacts from salesforce using soql query, allowing flexible filtering, sorting, and field selection.

salesforce_list_dashboardsLists all dashboards available in salesforce with basic metadata including name, id, and urls.

salesforce_list_email_templatesLists available email templates in salesforce with filtering and search capabilities.

salesforce_list_leadsLists leads from salesforce using soql query, allowing flexible filtering, sorting, and field selection.

salesforce_list_notesLists notes from salesforce using soql query, allowing flexible filtering, sorting, and field selection.

salesforce_list_opportunitiesLists opportunities from salesforce using soql query, allowing flexible filtering, sorting, and field selection.

salesforce_list_reportsLists all reports available in salesforce with basic metadata including name, id, and urls.

salesforce_log_callLogs a completed phone call as a task in salesforce with call-specific details like duration, type, and disposition.

salesforce_log_email_activityCreates an emailmessage record to log email activity in salesforce, associating it with related records.

salesforce_mass_transfer_ownershipTransfers ownership of multiple records to a new owner in a single operation using salesforce's composite api for better performance.

salesforce_query_contacts_by_nameDeprecated: finds salesforce contact records by name using a case-insensitive search.

salesforce_query_reportDeprecated: executes a salesforce report synchronously by its `id` and `reporttype`, optionally with dynamic ad-hoc adjustments like filters or groupings, and returns its data without modifying the sa

salesforce_remove_a_specific_contact_by_idDeprecated: permanently deletes a specific contact from salesforce using its unique id, which must correspond to an existing record.

salesforce_remove_account_by_unique_identifierDeprecated: deletes an existing salesforce account using its unique id, returning an empty response on success (http 204).

salesforce_remove_campaign_object_by_idDeprecated: permanently deletes a specific campaign sobject in salesforce using its unique id.

salesforce_remove_from_campaignRemoves a lead or contact from a campaign by deleting the campaignmember record. provide either the member id (lead/contact id) or the specific campaign member id.

salesforce_remove_note_object_by_idDeprecated: permanently deletes an existing salesforce note object identified by its unique id.

salesforce_remove_opportunity_by_idDeprecated: permanently deletes an existing salesforce opportunity by its id; if the opportunity does not exist, a 'not found' (404) error occurs.

salesforce_retrieve_account_data_and_error_responsesDeprecated: retrieves comprehensive metadata for the salesforce account sobject, detailing its properties, recent records, and related resource urls.

salesforce_retrieve_campaign_data_with_error_handlingDeprecated: retrieves comprehensive information and metadata for the salesforce campaign sobject, provided it is enabled and accessible in the organization, and features robust error handling.

salesforce_retrieve_contact_info_with_standard_responsesDeprecated: retrieves comprehensive metadata (e.g., fields, data types, picklist values) for the salesforce contact sobject; this action does not retrieve individual contact records.

salesforce_retrieve_lead_by_idDeprecated: retrieves details for a salesforce lead by its id; the specified lead id must exist in salesforce.

salesforce_retrieve_lead_data_with_various_responsesDeprecated: retrieves lead sobject data from salesforce, such as recently viewed leads or general lead object information.

salesforce_retrieve_note_object_informationDeprecated: retrieves comprehensive metadata for the salesforce 'note' sobject, if it is enabled and accessible, to understand its structure and capabilities.

salesforce_retrieve_opportunities_dataDeprecated: retrieves all available opportunity records, representing potential revenue-generating deals, from salesforce.

salesforce_retrieve_opportunity_by_id_with_optional_fieldsDeprecated: retrieves a salesforce opportunity by its id; the opportunity id must exist.

salesforce_retrieve_specific_campaign_object_detailsDeprecated: retrieves details for a specific salesforce campaign object by its id, optionally limiting to specified fields; the campaign object must exist.

salesforce_retrieve_specific_contact_by_idDeprecated: retrieves a salesforce contact by its unique id; the id must correspond to an existing contact record in salesforce.

salesforce_run_reportRuns a report and returns the results. creates a report instance that can be checked for completion.

salesforce_run_soql_queryExecutes a soql query against salesforce data. returns records matching the query with pagination support.

salesforce_search_accountsSearch for salesforce accounts using multiple criteria like name, industry, type, location, or contact information.

salesforce_search_campaignsSearch for salesforce campaigns using multiple criteria like name, type, status, date range, or active status.

salesforce_search_contactsSearch for salesforce contacts using multiple criteria like name, email, phone, account, or title.

salesforce_search_leadsSearch for salesforce leads using multiple criteria like name, email, phone, company, title, status, or lead source.