Salesforce

CRM

Integrate Salesforce CRM for powerful SOQL queries, record management, and automation. Access accounts, contacts, opportunities, leads, and custom objects through your agents.

How to Connect

1Go to the MCP Templates marketplace.
2Find the Salesforce template.
3Enter your Salesforce OAuth credentials.
4Add the template to your agent.

Available Tools

sf_run_query

Execute a SOQL query against Salesforce

sf_search

Execute a SOSL global search against Salesforce

sf_describe_object

Describe a Salesforce object's fields, relationships, and metadata

sf_list_objects

List all available Salesforce SObject types

sf_get_record

Get a Salesforce record by ID with optional field selection

sf_create_record

Create a new Salesforce record

sf_update_record

Update an existing Salesforce record

sf_delete_record

Delete a Salesforce record by ID

sf_get_recent_records

Get recently viewed Salesforce records

sf_create_task

Create a new Task in Salesforce

sf_send_email

Send a simple email via Salesforce

sf_run_report

Run a Salesforce report by ID and return results

sf_list_reports

List all available Salesforce reports

sf_list_dashboards

List all available Salesforce dashboards

Documentation Salesforce API Reference

Get Started