O que é o Salesforce MCP?

É um servidor MCP (Model Context Protocol) que conecta o Salesforce à sua IA, dando ao agente ferramentas para agir com seus dados — com um único link remoto.

Com quais IAs funciona?

Funciona com qualquer cliente compatível com MCP: Claude (web, desktop e mobile), Cursor, ChatGPT com conectores, OpenClaw e outros agentes.

Preciso saber programar?

Não. Você cola a URL remota no seu cliente, autentica uma vez e pronto — sem instalar pacotes nem escrever código.

É seguro? A IA pode alterar meus dados?

O acesso é autorizado por você e pode ser revogado a qualquer momento. As permissões seguem o que o Salesforce expõe; você autoriza na conexão.

Você começa grátis e faz upgrade quando precisar de mais uso. O pagamento e os limites são gerenciados na sua conta mcp.ai.

Posso cancelar quando quiser?

Sim. O plano é mensal e pode ser cancelado a qualquer momento, sem fidelidade.

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

Instale no seu cliente

URL do servidor MCP

https://api.mcp.ai/p_salesforce

Conexão segura via OAuth 2.0

Ferramentas (97)

Para desenvolvedores

Docs de API & agente

Docs legíveis por máquina pra plugar este servidor num agente ou chamar via REST.

Skill (como usar)

Markdown: usar via MCP ou via API REST direta.

Abrir

llms.txt

Especificação deste servidor legível por agentes.

Abrir

Para agentes

Prompt de instalação — cole no Claude, ChatGPT, Cursor ou qualquer agente MCP e ele se conecta sozinho.

Abrir

Coleção Postman

Importe a API REST no Postman.

Baixar

Perguntas

Salesforce

Ferramentas (97)

Docs de API & agente

Perguntas frequentes

Exemplos de prompts

Salesforce

Ferramentas (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.