MCP server intelligence profile

Salesforce MCP Server

Enables natural language interaction with Salesforce for data operations, schema management, DevOps, and analytics via 39 specialized tools

Local OnlyKirtiJha

1Distribution channel

61Independently observed tools

0Linked remote endpoints

AvailableVersion intelligence

Detailed security scan evidence is not public for this MCP yet. Public identity, registry metadata, and independently observed protocol inventory remain available.

Install and connect

Installation and connection instructions are shown only when supported by retained package, repository, or endpoint evidence.

Install @kirtijha/salesforce-mcp-server from npm

Version 1.0.3 declares 1 executable entrypoint.

npm install --save-exact @kirtijha/salesforce-mcp-server@1.0.3

npx -y -p @kirtijha/salesforce-mcp-server@1.0.3 @kirtijha/salesforce-mcp-server

MCP client configuration example

{
  "mcpServers": {
    "@kirtijha/salesforce-mcp-server": {
      "command": "npx",
      "args": [
        "-y",
        "-p",
        "@kirtijha/salesforce-mcp-server@1.0.3",
        "@kirtijha/salesforce-mcp-server"
      ]
    }
  }
}

Identity

Canonical slug	`salesforce-mcp-server-8eb56ec9`	Deployment	Local Only
Canonical package	npm:@kirtijha/salesforce-mcp-server	Repository	KirtiJha/salesforce-mcp-server
First published	—	Latest release	—
Last security verification	—	Classification confidence	90%
Publication	Draft	Official distribution	Not verified

Distributions

Channel	Identifier	Current version	Versions	Source
npm	@kirtijha/salesforce-mcp-server	`1.0.3`	1	Repository

Current release

Package	Version	Published / observed	Inventory	Security scan
npm@kirtijha/salesforce-mcp-server	`1.0.3`Current	Sep 5, 2026	61 toolsSucceeded · 0 resources · 0 prompts	Evidence restricted

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Current version evidence

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Current protocol inventory

2024-11-05Negotiated protocol

salesforce-mcp-serverServer-reported name

1Capability groups

Aug 24, 2026Observed

Tools 61

Tool	Category	Risk
salesforce_aggregate_queryExecute SOQL queries with GROUP BY, aggregate functions, and statistical analysis. Use this tool for queries that summarize and group data rather than returning individual records. NOTE: For regular queries without GROUP BY or aggregates, use salesforce_query_records instead. This tool handles: 1. GROUP BY queries (single/multiple fields, related objects, date functions) 2. Aggregate functions: COUNT(), COUNT_DISTINCT(), SUM(), AVG(), MIN(), MAX() 3. HAVING clauses for filtering grouped results 4. Date/time grouping: CALENDAR_YEAR(), CALENDAR_MONTH(), CALENDAR_QUARTER(), FISCAL_YEAR(), FISCAL_QUARTER() Examples: 1. Count opportunities by stage: - objectName: "Opportunity" - selectFields: ["StageName", "COUNT(Id) OpportunityCount"] - groupByFields: ["StageName"] 2. Analyze cases by priority and status: - objectName: "Case" - selectFields: ["Priority", "Status", "COUNT(Id) CaseCount", "AVG(Days_Open__c) AvgDaysOpen"] - groupByFields: ["Priority", "Status"] 3. Count contacts by account industry: - objectName: "Contact" - selectFields: ["Account.Industry", "COUNT(Id) ContactCount"] - groupByFields: ["Account.Industry"] 4. Quarterly opportunity analysis: - objectName: "Opportunity" - selectFields: ["CALENDAR_YEAR(CloseDate) Year", "CALENDAR_QUARTER(CloseDate) Quarter", "SUM(Amount) Revenue"] - groupByFields: ["CALENDAR_YEAR(CloseDate)", "CALENDAR_QUARTER(CloseDate)"] 5. Find accounts with more than 10 opportunities: - objectName: "Opportunity" - selectFields: ["Account.Name", "COUNT(Id) OpportunityCount"] - groupByFields: ["Account.Name"] - havingClause: "COUNT(Id) > 10" Important Rules: - All non-aggregate fields in selectFields MUST be included in groupByFields - Use whereClause to filter rows BEFORE grouping - Use havingClause to filter AFTER grouping (for aggregate conditions) - ORDER BY can only use fields from groupByFields or aggregate functions - OFFSET is not supported with GROUP BY in Salesforce Input schema { "type": "object", "properties": { "objectName": { "type": "string", "description": "API name of the object to query" }, "selectFields": { "type": "array", "items": { "type": "string" }, "description": "Fields to select - mix of group fields and aggregates. Format: 'FieldName' or 'COUNT(Id) AliasName'" }, "groupByFields": { "type": "array", "items": { "type": "string" }, "description": "Fields to group by - must include all non-aggregate fields from selectFields" }, "whereClause": { "type": "string", "description": "WHERE clause to filter rows BEFORE grouping (cannot contain aggregate functions)", "optional": true }, "havingClause": { "type": "string", "description": "HAVING clause to filter results AFTER grouping (use for aggregate conditions)", "optional": true }, "orderBy": { "type": "string", "description": "ORDER BY clause - can only use grouped fields or aggregate functions", "optional": true }, "limit": { "type": "number", "description": "Maximum number of grouped results to return", "optional": true } }, "required": [ "objectName", "selectFields", "groupByFields" ] }	—	—
salesforce_analytics_queriesExecute advanced analytics and reporting queries using Einstein Analytics (Tableau CRM), custom reports, and complex analytical SOQL queries with advanced functions and reporting capabilities. Input schema { "type": "object", "properties": { "operation": { "type": "string", "enum": [ "run_analytics_query", "list_datasets", "create_lens", "run_wave_query", "get_dashboard_data", "export_dataset", "analytics_insights", "trend_analysis", "cohort_analysis", "funnel_analysis" ], "description": "Type of analytics operation to perform" }, "datasetName": { "type": "string", "description": "Name of the analytics dataset" }, "query": { "type": "string", "description": "SAQL (Salesforce Analytics Query Language) or SOQL query" }, "dashboardId": { "type": "string", "description": "ID of the dashboard" }, "dateRange": { "type": "object", "properties": { "startDate": { "type": "string" }, "endDate": { "type": "string" } }, "description": "Date range for the analysis" }, "groupBy": { "type": "array", "items": { "type": "string" }, "description": "Fields to group by in analysis" }, "metrics": { "type": "array", "items": { "type": "string" }, "description": "Metrics to calculate" }, "filters": { "type": "object", "description": "Additional filters for the query" }, "includeForecasting": { "type": "boolean", "description": "Include forecasting in the analysis" }, "exportFormat": { "type": "string", "enum": [ "csv", "xlsx", "json" ], "description": "Export format for dataset" } }, "required": [ "operation" ] }	—	—
salesforce_audit_trailAccess and analyze Salesforce audit trail data including setup changes, field history, and user activities Input schema { "type": "object", "properties": { "operation": { "type": "string", "enum": [ "setup_trail", "query_events", "event_types", "download_logs", "field_history", "login_history", "data_export", "compliance_report" ], "description": "Audit trail operation to perform" }, "startDate": { "type": "string", "description": "Start date for audit query (ISO format)" }, "endDate": { "type": "string", "description": "End date for audit query (ISO format)" }, "eventType": { "type": "string", "description": "Type of event to filter by" }, "userId": { "type": "string", "description": "User ID to filter events" }, "action": { "type": "string", "description": "Action type to filter by" }, "objectId": { "type": "string", "description": "Object ID for specific record tracking" }, "objectType": { "type": "string", "description": "Object type for field history tracking" }, "fieldsToTrack": { "type": "array", "items": { "type": "string" }, "description": "Fields to track for history" }, "includeDetails": { "type": "boolean", "description": "Include detailed information in results" }, "exportFormat": { "type": "string", "enum": [ "csv", "json", "excel" ], "description": "Format for data export" }, "limit": { "type": "number", "description": "Maximum number of records to return" }, "reportType": { "type": "string", "enum": [ "summary", "detailed", "compliance" ], "description": "Type of compliance report to generate" }, "filters": { "type": "object", "description": "Additional filters for audit queries", "properties": { "sections": { "type": "array", "items": { "type": "string" } }, "delegateUser": { "type": "string" }, "responsibilityType": { "type": "string" } } } }, "required": [ "operation" ] }	—	—
salesforce_bulk_operationsPerform bulk operations on large datasets using Salesforce Bulk API: - Insert: Create thousands of records efficiently - Update: Update large numbers of existing records - Delete: Remove multiple records in batch - Upsert: Insert or update based on external ID - Query: Export large datasets Examples: Bulk insert 10,000 accounts, Bulk update all opportunities in a region Note: Optimized for large data volumes (>200 records), supports CSV format Input schema { "type": "object", "properties": { "operation": { "type": "string", "enum": [ "insert", "update", "delete", "upsert", "query" ], "description": "Type of bulk operation to perform" }, "objectName": { "type": "string", "description": "API name of the Salesforce object" }, "records": { "type": "array", "items": { "type": "object" }, "description": "Array of records for insert/update/delete/upsert operations", "optional": true }, "csvData": { "type": "string", "description": "CSV formatted data for bulk operations", "optional": true }, "externalIdField": { "type": "string", "description": "External ID field name for upsert operations", "optional": true }, "queryString": { "type": "string", "description": "SOQL query for bulk query operations", "optional": true }, "batchSize": { "type": "number", "description": "Number of records per batch (default: 10000)", "optional": true }, "waitForCompletion": { "type": "boolean", "description": "Wait for job completion (default: true)", "optional": true } }, "required": [ "operation", "objectName" ] }	—	—
salesforce_case_escalationManage Salesforce case escalation rules, escalation processes, SLA management, and automated case routing for customer service optimization. Input schema { "type": "object", "properties": { "operation": { "type": "string", "enum": [ "manage_escalation_rules", "view_escalations", "sla_management", "escalation_analysis", "auto_escalate", "escalation_history", "breach_analysis", "escalation_metrics", "rule_optimization", "notification_settings" ], "description": "Case escalation operation to perform" }, "caseId": { "type": "string", "description": "Specific case ID to escalate or analyze" }, "escalationRuleId": { "type": "string", "description": "ID of escalation rule to manage" }, "priority": { "type": "string", "enum": [ "Low", "Medium", "High", "Critical" ], "description": "Case priority for escalation rules" }, "timeframe": { "type": "string", "enum": [ "today", "week", "month", "quarter" ], "description": "Time period for escalation analysis" }, "escalationCriteria": { "type": "object", "properties": { "timeThreshold": { "type": "number" }, "priorityLevel": { "type": "string" }, "customerType": { "type": "string" }, "caseType": { "type": "string" } }, "description": "Criteria for escalation rules" }, "notificationSettings": { "type": "object", "properties": { "recipients": { "type": "array", "items": { "type": "string" } }, "escalationLevels": { "type": "array", "items": { "type": "string" } }, "channels": { "type": "array", "items": { "type": "string" } } }, "description": "Notification configuration" }, "slaThresholds": { "type": "object", "properties": { "responseTime": { "type": "number" }, "resolutionTime": { "type": "number" }, "escalationTime": { "type": "number" } }, "description": "SLA time thresholds in hours" }, "includeMetrics": { "type": "boolean", "description": "Include escalation metrics in response" }, "ruleActive": { "type": "boolean", "description": "Whether escalation rule should be active" } }, "required": [ "operation" ] }	—	—
salesforce_change_setsManage Salesforce change sets for configuration deployment including creation, component management, and deployment Input schema { "type": "object", "properties": { "operation": { "type": "string", "enum": [ "create_changeset", "list_changesets", "deploy_changeset", "add_components", "remove_components", "clone_changeset", "validate_changeset" ], "description": "Change set operation to perform" }, "changesetName": { "type": "string", "description": "Name of the change set" }, "changesetId": { "type": "string", "description": "ID of the change set" }, "description": { "type": "string", "description": "Description of the change set" }, "components": { "type": "array", "items": { "type": "object", "properties": { "type": { "type": "string" }, "name": { "type": "string" }, "action": { "type": "string", "enum": [ "add", "remove" ] } } }, "description": "Components to add or remove from change set" }, "targetOrg": { "type": "string", "description": "Target organization for deployment" }, "sourceOrg": { "type": "string", "description": "Source organization for change set" }, "deploymentOptions": { "type": "object", "description": "Deployment configuration options", "properties": { "testLevel": { "type": "string", "enum": [ "NoTestRun", "RunSpecifiedTests", "RunLocalTests", "RunAllTestsInOrg" ] }, "testClasses": { "type": "array", "items": { "type": "string" } }, "rollbackOnError": { "type": "boolean" }, "singlePackage": { "type": "boolean" } } }, "validationOnly": { "type": "boolean", "description": "Perform validation only without deployment" }, "includeProfiles": { "type": "boolean", "description": "Include profile components" }, "includePermissions": { "type": "boolean", "description": "Include permission set components" } }, "required": [ "operation" ] }	—	—
salesforce_chatter_postsManage Salesforce Chatter posts and feeds: - Post: Create new Chatter posts to feeds - List Posts: View recent posts from feeds - Comment: Add comments to existing posts - Like: Like or unlike posts - Get Feed: Get feed items for users or records - Manage Groups: Create, join, or leave Chatter groups Examples: Post to company feed, Comment on opportunity, Create team group Input schema { "type": "object", "properties": { "operation": { "type": "string", "enum": [ "post", "list_posts", "comment", "like", "get_feed", "manage_groups" ], "description": "Operation to perform on Chatter" }, "feedType": { "type": "string", "enum": [ "News", "UserProfile", "Record", "Groups", "Company" ], "description": "Type of feed to interact with", "optional": true }, "subjectId": { "type": "string", "description": "ID of user, record, or group to post to", "optional": true }, "message": { "type": "string", "description": "Message content for posts or comments", "optional": true }, "postId": { "type": "string", "description": "Feed item ID for comments or likes", "optional": true }, "mentionIds": { "type": "array", "items": { "type": "string" }, "description": "User IDs to mention in the post", "optional": true }, "isRichText": { "type": "boolean", "description": "Whether the message contains rich text formatting", "optional": true }, "groupName": { "type": "string", "description": "Group name for group management operations", "optional": true }, "groupDescription": { "type": "string", "description": "Group description for creating groups", "optional": true }, "isPrivate": { "type": "boolean", "description": "Whether group should be private (for group creation)", "optional": true }, "limit": { "type": "number", "description": "Number of posts to retrieve", "optional": true } }, "required": [ "operation" ] }	—	—
salesforce_connected_appsManage Salesforce connected apps including OAuth configurations, policies, and security settings Input schema { "type": "object", "properties": { "operation": { "type": "string", "enum": [ "list_apps", "create_app", "update_app", "manage_policies", "oauth_settings", "app_analytics", "refresh_tokens", "ip_restrictions" ], "description": "Connected app operation to perform" }, "appId": { "type": "string", "description": "Connected app ID" }, "appName": { "type": "string", "description": "Name of the connected app" }, "contactEmail": { "type": "string", "description": "Contact email for the app" }, "description": { "type": "string", "description": "Description of the connected app" }, "callbackUrl": { "type": "string", "description": "OAuth callback URL" }, "oauthScopes": { "type": "array", "items": { "type": "string" }, "description": "OAuth scopes for the app" }, "ipRanges": { "type": "array", "items": { "type": "object", "properties": { "start": { "type": "string" }, "end": { "type": "string" }, "description": { "type": "string" } } }, "description": "IP ranges for access restrictions" }, "policies": { "type": "object", "description": "App policies and security settings", "properties": { "refreshTokenPolicy": { "type": "string", "enum": [ "Immediately", "Never" ] }, "sessionPolicy": { "type": "object", "properties": { "sessionTimeout": { "type": "number" }, "sessionTimeoutWarning": { "type": "boolean" } } }, "loginPolicy": { "type": "object", "properties": { "loginHours": { "type": "string" }, "loginIpRanges": { "type": "boolean" } } } } }, "permissionSetAssignments": { "type": "array", "items": { "type": "string" }, "description": "Permission sets to assign to app users" }, "profileAssignments": { "type": "array", "items": { "type": "string" }, "description": "Profiles to assign to app users" }, "certificateId": { "type": "string", "description": "Certificate ID for SAML configuration" }, "samlSettings": { "type": "object", "description": "SAML configuration settings", "properties": { "enabled": { "type": "boolean" }, "issuer": { "type": "string" }, "audienceUrl": { "type": "string" }, "identityLocation": { "type": "string" } } } }, "required": [ "operation" ] }	—	—
salesforce_data_backupBackup critical Salesforce data with scheduling and restoration: - Create full or incremental backups of objects - Schedule automated backups - Export data in multiple formats (JSON, CSV) - Restore data from backups Examples: Backup all Account data, Schedule weekly Contact backups Input schema { "type": "object", "properties": { "operation": { "type": "string", "enum": [ "backup", "restore", "schedule", "list_backups", "delete_backup" ], "description": "Type of backup operation" }, "objectNames": { "type": "array", "items": { "type": "string" }, "description": "Array of object API names to backup", "optional": true }, "backupName": { "type": "string", "description": "Name for the backup", "optional": true }, "backupType": { "type": "string", "enum": [ "full", "incremental" ], "description": "Type of backup (full or incremental)", "optional": true }, "format": { "type": "string", "enum": [ "json", "csv" ], "description": "Export format for backup", "optional": true }, "whereClause": { "type": "string", "description": "WHERE clause to filter records for backup", "optional": true }, "schedule": { "type": "object", "description": "Schedule configuration for automated backups", "optional": true }, "backupId": { "type": "string", "description": "ID of backup to restore or delete", "optional": true }, "targetObject": { "type": "string", "description": "Target object for restoration", "optional": true } }, "required": [ "operation" ] }	—	—
salesforce_data_exportExport Salesforce data to various formats: - CSV Export: Export query results to CSV format - Excel Export: Export with formatting for Excel - JSON Export: Export as JSON for API integration - Filtered Export: Export with custom filters and sorting Examples: Export all accounts to CSV, Export opportunities with custom fields Note: Supports large datasets, relationship fields, and custom formatting Input schema { "type": "object", "properties": { "operation": { "type": "string", "enum": [ "csv", "json", "excel", "custom_query" ], "description": "Export format and type" }, "objectName": { "type": "string", "description": "API name of the Salesforce object to export", "optional": true }, "fields": { "type": "array", "items": { "type": "string" }, "description": "Fields to include in export", "optional": true }, "queryString": { "type": "string", "description": "Custom SOQL query for export", "optional": true }, "whereClause": { "type": "string", "description": "WHERE clause for filtering records", "optional": true }, "orderBy": { "type": "string", "description": "ORDER BY clause for sorting", "optional": true }, "limit": { "type": "number", "description": "Maximum number of records to export", "optional": true }, "includeHeaders": { "type": "boolean", "description": "Include column headers in export (default: true)", "optional": true }, "dateFormat": { "type": "string", "description": "Date format for export (e.g., 'YYYY-MM-DD')", "optional": true }, "nullValue": { "type": "string", "description": "Value to use for null fields (default: empty)", "optional": true } }, "required": [ "operation" ] }	—	—
salesforce_data_importImport data into Salesforce from various formats: - CSV Import: Import from CSV format with validation - JSON Import: Import from JSON data structure - Validation: Validate data before import - Error Handling: Detailed error reporting for failed records Examples: Import accounts from CSV, Import contacts with validation Note: Supports data validation, duplicate detection, and error reporting Input schema { "type": "object", "properties": { "operation": { "type": "string", "enum": [ "validate", "import_csv", "import_json", "import_records" ], "description": "Type of import operation" }, "objectName": { "type": "string", "description": "API name of the Salesforce object to import into" }, "csvData": { "type": "string", "description": "CSV formatted data to import", "optional": true }, "jsonData": { "type": "array", "items": { "type": "object" }, "description": "Array of records to import", "optional": true }, "fieldMapping": { "type": "object", "description": "Mapping of CSV columns to Salesforce fields", "optional": true }, "validateOnly": { "type": "boolean", "description": "Only validate data without importing (default: false)", "optional": true }, "allowPartialSuccess": { "type": "boolean", "description": "Allow import to succeed even if some records fail (default: true)", "optional": true }, "batchSize": { "type": "number", "description": "Number of records to process in each batch (default: 200)", "optional": true }, "externalIdField": { "type": "string", "description": "External ID field for upsert operations", "optional": true }, "duplicateRule": { "type": "string", "enum": [ "allow", "error", "skip" ], "description": "How to handle duplicate records (default: allow)", "optional": true } }, "required": [ "operation", "objectName" ] }	—	—
salesforce_deployment_statusMonitor and manage Salesforce deployment status, history, and operations including validation, cancellation, and rollback Input schema { "type": "object", "properties": { "operation": { "type": "string", "enum": [ "check_deployment", "list_deployments", "cancel_deployment", "validate_deployment", "deployment_history", "rollback_deployment" ], "description": "Deployment operation to perform" }, "deploymentId": { "type": "string", "description": "Specific deployment ID to check or manage" }, "targetOrg": { "type": "string", "description": "Target org for deployment operations" }, "packageName": { "type": "string", "description": "Package name for deployment tracking" }, "startDate": { "type": "string", "description": "Start date for deployment history (YYYY-MM-DD)" }, "endDate": { "type": "string", "description": "End date for deployment history (YYYY-MM-DD)" }, "status": { "type": "string", "enum": [ "InProgress", "Succeeded", "Failed", "Canceled", "SucceededPartial" ], "description": "Filter deployments by status" }, "deploymentType": { "type": "string", "enum": [ "changeSet", "package", "metadata", "quickDeploy" ], "description": "Type of deployment to filter by" }, "includeDetails": { "type": "boolean", "description": "Include detailed deployment information" }, "maxResults": { "type": "number", "description": "Maximum number of results to return" } }, "required": [ "operation" ] }	—	—
salesforce_describe_objectGet detailed schema metadata including all fields, relationships, and field properties of any Salesforce object. Examples: 'Account' shows all Account fields including custom fields; 'Case' shows all Case fields including relationships to Account, Contact etc. Input schema { "type": "object", "properties": { "objectName": { "type": "string", "description": "API name of the object (e.g., 'Account', 'Contact', 'Custom_Object__c')" } }, "required": [ "objectName" ] }	—	—
salesforce_dml_recordsPerform data manipulation operations on Salesforce records: - insert: Create new records - update: Modify existing records (requires Id) - delete: Remove records (requires Id) - upsert: Insert or update based on external ID field Examples: Insert new Accounts, Update Case status, Delete old records, Upsert based on custom external ID Input schema { "type": "object", "properties": { "operation": { "type": "string", "enum": [ "insert", "update", "delete", "upsert" ], "description": "Type of DML operation to perform" }, "objectName": { "type": "string", "description": "API name of the object" }, "records": { "type": "array", "items": { "type": "object" }, "description": "Array of records to process" }, "externalIdField": { "type": "string", "description": "External ID field name for upsert operations", "optional": true } }, "required": [ "operation", "objectName", "records" ] }	—	—
salesforce_error_monitoringMonitor and analyze Salesforce errors and exceptions: - Error Analysis: View recent errors and exceptions - Debug Logs: Analyze debug log errors - System Issues: Monitor system-level problems - User Errors: Track user-reported issues - Error Trends: Analyze error patterns over time - Resolution: Track error resolution status - Alerts: Set up error monitoring alerts Examples: View recent exceptions, Analyze debug log errors, Track error trends Input schema { "type": "object", "properties": { "operation": { "type": "string", "enum": [ "recent_errors", "debug_log_errors", "system_issues", "user_errors", "error_trends", "error_details", "error_resolution" ], "description": "Type of error monitoring to perform" }, "timeFrame": { "type": "string", "enum": [ "last_hour", "last_24_hours", "last_week", "last_month" ], "description": "Time frame for error analysis", "optional": true }, "severity": { "type": "string", "enum": [ "all", "critical", "high", "medium", "low" ], "description": "Error severity level to filter by", "optional": true }, "errorType": { "type": "string", "enum": [ "all", "apex", "validation", "workflow", "trigger", "batch", "integration", "ui" ], "description": "Type of errors to analyze", "optional": true }, "userId": { "type": "string", "description": "Specific user ID to filter errors by", "optional": true }, "errorId": { "type": "string", "description": "Specific error or debug log ID to analyze", "optional": true }, "includeStackTrace": { "type": "boolean", "description": "Include stack traces in error details", "optional": true }, "groupBy": { "type": "string", "enum": [ "error_type", "user", "time", "class" ], "description": "How to group error analysis", "optional": true }, "limit": { "type": "number", "description": "Maximum number of errors to return", "optional": true } }, "required": [ "operation" ] }	—	—
salesforce_execute_anonymousExecute anonymous Apex code in Salesforce. Examples: 1. Execute simple Apex code: { "apexCode": "System.debug('Hello World');" } 2. Execute Apex code with variables: { "apexCode": "List<Account> accounts = [SELECT Id, Name FROM Account LIMIT 5]; for(Account a : accounts) { System.debug(a.Name); }" } 3. Execute Apex with debug logs: { "apexCode": "System.debug(LoggingLevel.INFO, 'Processing accounts...'); List<Account> accounts = [SELECT Id FROM Account LIMIT 10]; System.debug(LoggingLevel.INFO, 'Found ' + accounts.size() + ' accounts');", "logLevel": "DEBUG" } Notes: - The apexCode parameter is required and must contain valid Apex code - The code is executed in an anonymous context and does not persist - The logLevel parameter is optional (defaults to 'DEBUG') - Execution results include compilation success/failure, execution success/failure, and debug logs - For security reasons, some operations may be restricted based on user permissions - This tool can be used for data operations or updates when there are no other specific tools available - When users request data queries or updates that aren't directly supported by other tools, this tool can be used if the operation is achievable using Apex code Input schema { "type": "object", "properties": { "apexCode": { "type": "string", "description": "Apex code to execute anonymously" }, "logLevel": { "type": "string", "enum": [ "NONE", "ERROR", "WARN", "INFO", "DEBUG", "FINE", "FINER", "FINEST" ], "description": "Log level for debug logs (optional, defaults to DEBUG)" } }, "required": [ "apexCode" ] }	—	—
salesforce_file_managementManage Salesforce Files and Content: - List: View files and documents in Salesforce - Upload: Upload files to Salesforce (base64 encoded) - Download: Download file content (returns base64) - Delete: Remove files from Salesforce - Share: Share files with users or groups - Get Details: Get file metadata and sharing information Examples: List recent files, Upload document, Share file with team Input schema { "type": "object", "properties": { "operation": { "type": "string", "enum": [ "list", "upload", "download", "delete", "share", "get_details" ], "description": "Operation to perform on files" }, "fileId": { "type": "string", "description": "File ID (required for download/delete/share/get_details)", "optional": true }, "fileName": { "type": "string", "description": "File name for uploading or filtering", "optional": true }, "fileContent": { "type": "string", "description": "Base64 encoded file content (for upload)", "optional": true }, "fileType": { "type": "string", "description": "File content type/MIME type (for upload)", "optional": true }, "description": { "type": "string", "description": "File description (for upload)", "optional": true }, "shareWithIds": { "type": "array", "items": { "type": "string" }, "description": "User or Group IDs to share with", "optional": true }, "shareType": { "type": "string", "enum": [ "V", "C", "I" ], "description": "Share type: V=View, C=Collaborate, I=Infer from context", "optional": true }, "ownerId": { "type": "string", "description": "Owner ID for filtering files", "optional": true }, "limit": { "type": "number", "description": "Number of files to return (for list)", "optional": true } }, "required": [ "operation" ] }	—	—
salesforce_forecastingManage Salesforce forecasting including sales forecasts, quota management, territory forecasting, and predictive analytics for revenue planning. Input schema { "type": "object", "properties": { "operation": { "type": "string", "enum": [ "view_forecasts", "manage_quotas", "territory_forecasting", "forecast_categories", "forecast_analysis", "quota_performance", "forecast_accuracy", "pipeline_analysis", "trend_forecasting", "what_if_scenarios" ], "description": "Forecasting operation to perform" }, "forecastPeriod": { "type": "string", "enum": [ "current_quarter", "next_quarter", "current_year", "next_year" ], "description": "Forecast period to analyze" }, "userId": { "type": "string", "description": "User ID for individual forecast analysis" }, "territoryId": { "type": "string", "description": "Territory ID for territory-specific forecasting" }, "quotaAmount": { "type": "number", "description": "Quota amount to set or analyze" }, "forecastType": { "type": "string", "enum": [ "opportunity", "revenue", "quantity", "product" ], "description": "Type of forecast to generate" }, "includeHistory": { "type": "boolean", "description": "Include historical data in analysis" }, "confidence": { "type": "string", "enum": [ "best_case", "commit", "most_likely", "pipeline" ], "description": "Forecast confidence level" }, "groupBy": { "type": "string", "enum": [ "user", "territory", "product", "time" ], "description": "How to group forecast data" }, "scenario": { "type": "object", "properties": { "name": { "type": "string" }, "assumptions": { "type": "array", "items": { "type": "string" } }, "adjustments": { "type": "object" } }, "description": "What-if scenario parameters" } }, "required": [ "operation" ] }	—	—
salesforce_heroku_connectManage Heroku Connect integration for bi-directional data synchronization between Salesforce and PostgreSQL Input schema { "type": "object", "properties": { "operation": { "type": "string", "enum": [ "setup_connection", "manage_mappings", "sync_data", "monitor_sync", "troubleshoot", "configure_transforms" ], "description": "Heroku Connect operation to perform" }, "connectionName": { "type": "string", "description": "Name for the Heroku Connect connection" }, "herokuAppName": { "type": "string", "description": "Name of the Heroku application" }, "databaseUrl": { "type": "string", "description": "PostgreSQL database URL" }, "objectName": { "type": "string", "description": "Salesforce object name for mapping" }, "mappingConfig": { "type": "object", "description": "Configuration for object mapping", "properties": { "salesforceObject": { "type": "string" }, "herokuTable": { "type": "string" }, "fields": { "type": "array", "items": { "type": "object", "properties": { "salesforceField": { "type": "string" }, "postgresField": { "type": "string" }, "type": { "type": "string" } } } }, "syncDirection": { "type": "string", "enum": [ "sf_to_db", "db_to_sf", "bidirectional" ] }, "pollingInterval": { "type": "number" } } }, "syncDirection": { "type": "string", "enum": [ "sf_to_db", "db_to_sf", "bidirectional" ], "description": "Direction of data synchronization" }, "transformConfig": { "type": "object", "description": "Data transformation configuration", "properties": { "fieldTransforms": { "type": "object" }, "dataFilters": { "type": "array", "items": { "type": "string" } }, "customLogic": { "type": "string" } } } }, "required": [ "operation" ] }	—	—
salesforce_knowledge_articlesManage Salesforce Knowledge articles: - Create: Create new knowledge articles - Search: Find articles by keywords or categories - Update: Modify existing articles - Publish: Publish draft articles - Archive: Archive outdated articles - Categories: Manage article categories and data categories - Versions: View article version history Examples: Create FAQ article, Search support articles, Publish draft Input schema { "type": "object", "properties": { "operation": { "type": "string", "enum": [ "create", "search", "update", "publish", "archive", "get_article", "list_categories", "get_versions" ], "description": "Operation to perform on Knowledge articles" }, "articleType": { "type": "string", "description": "API name of the Knowledge article type (e.g., 'FAQ__kav', 'Support_Article__kav')", "optional": true }, "title": { "type": "string", "description": "Article title", "optional": true }, "summary": { "type": "string", "description": "Article summary", "optional": true }, "content": { "type": "string", "description": "Article content/body", "optional": true }, "articleId": { "type": "string", "description": "Knowledge article ID", "optional": true }, "searchTerm": { "type": "string", "description": "Search term for finding articles", "optional": true }, "language": { "type": "string", "description": "Article language (e.g., 'en_US', 'es_MX')", "optional": true }, "categories": { "type": "array", "items": { "type": "string" }, "description": "Data categories for the article", "optional": true }, "keywords": { "type": "array", "items": { "type": "string" }, "description": "Keywords/tags for the article", "optional": true }, "isVisibleInApp": { "type": "boolean", "description": "Whether article is visible in Salesforce app", "optional": true }, "isVisibleInPkb": { "type": "boolean", "description": "Whether article is visible in public knowledge base", "optional": true }, "isVisibleInCsp": { "type": "boolean", "description": "Whether article is visible in customer self-service portal", "optional": true }, "validationStatus": { "type": "string", "enum": [ "Draft", "In_Review", "Published" ], "description": "Article validation status", "optional": true }, "publishStatus": { "type": "string", "enum": [ "Draft", "Online", "Archived" ], "description": "Article publish status", "optional": true }, "limit": { "type": "number", "description": "Number of results to return", "optional": true } }, "required": [ "operation" ] }	—	—
salesforce_login_forensicsAdvanced login forensics and security investigation tools for analyzing authentication patterns and detecting threats Input schema { "type": "object", "properties": { "operation": { "type": "string", "enum": [ "analyze_patterns", "security_investigation", "user_behavior", "threat_detection", "geographic_analysis", "device_tracking", "anomaly_detection", "incident_response" ], "description": "Type of forensic analysis to perform" }, "userId": { "type": "string", "description": "Specific user ID to investigate" }, "ipAddress": { "type": "string", "description": "IP address to investigate" }, "startDate": { "type": "string", "description": "Start date for analysis period (ISO format)" }, "endDate": { "type": "string", "description": "End date for analysis period (ISO format)" }, "suspiciousActivity": { "type": "boolean", "description": "Focus on suspicious activity patterns" }, "includeSuccessful": { "type": "boolean", "description": "Include successful login attempts" }, "includeFailed": { "type": "boolean", "description": "Include failed login attempts" }, "deviceId": { "type": "string", "description": "Device identifier for tracking" }, "browserInfo": { "type": "string", "description": "Browser information to analyze" }, "riskThreshold": { "type": "string", "enum": [ "low", "medium", "high" ], "description": "Risk threshold for threat detection" }, "analysisDepth": { "type": "string", "enum": [ "basic", "detailed", "forensic" ], "description": "Depth of forensic analysis" }, "alertRules": { "type": "array", "items": { "type": "object", "properties": { "type": { "type": "string" }, "condition": { "type": "string" }, "threshold": { "type": "number" } } }, "description": "Custom alert rules for detection" }, "exportFindings": { "type": "boolean", "description": "Export forensic findings for external analysis" } }, "required": [ "operation" ] }	—	—
salesforce_manage_approval_processesManage Salesforce approval processes: - List: View all approval processes for an object - Get Details: Get detailed configuration of a specific approval process - Activate: Activate an inactive approval process - Deactivate: Deactivate an active approval process Examples: List all Account approval processes, Activate expense approval process Input schema { "type": "object", "properties": { "operation": { "type": "string", "enum": [ "list", "get_details", "activate", "deactivate" ], "description": "Operation to perform on approval processes" }, "objectName": { "type": "string", "description": "API name of the object (required for list operation)", "optional": true }, "processName": { "type": "string", "description": "Name or ID of the approval process (required for get_details/activate/deactivate)", "optional": true } }, "required": [ "operation" ] }	—	—
salesforce_manage_dashboardsManage Salesforce dashboards and dashboard components: - List Dashboards: View available dashboards and their details - Dashboard Components: View components within dashboards - Refresh: Refresh dashboard data - Share: Manage dashboard sharing and visibility - Metadata: Get dashboard metadata and configuration - Performance: Analyze dashboard performance metrics - Subscribe: Manage dashboard subscriptions Examples: List all dashboards, View dashboard components, Check dashboard performance Input schema { "type": "object", "properties": { "operation": { "type": "string", "enum": [ "list_dashboards", "dashboard_details", "components", "refresh_data", "sharing", "metadata", "performance", "subscriptions" ], "description": "Dashboard management operation to perform" }, "dashboardId": { "type": "string", "description": "Dashboard ID for specific operations", "optional": true }, "dashboardName": { "type": "string", "description": "Dashboard name for search operations", "optional": true }, "folderId": { "type": "string", "description": "Folder ID to filter dashboards", "optional": true }, "includePrivate": { "type": "boolean", "description": "Include private dashboards in results", "optional": true }, "includeComponents": { "type": "boolean", "description": "Include component details in dashboard listing", "optional": true }, "orderBy": { "type": "string", "enum": [ "name", "created_date", "modified_date", "folder" ], "description": "Field to order results by", "optional": true }, "limit": { "type": "number", "description": "Maximum number of results to return", "optional": true } }, "required": [ "operation" ] }	—	—
salesforce_manage_debug_logsManage debug logs for Salesforce users - enable, disable, or retrieve logs. Examples: 1. Enable debug logs for a user: { "operation": "enable", "username": "user@example.com", "logLevel": "DEBUG", "expirationTime": 30 } 2. Disable debug logs for a user: { "operation": "disable", "username": "user@example.com" } 3. Retrieve debug logs for a user: { "operation": "retrieve", "username": "user@example.com", "limit": 5 } 4. Retrieve a specific log with full content: { "operation": "retrieve", "username": "user@example.com", "logId": "07L1g000000XXXXEAA0", "includeBody": true } Notes: - The operation must be one of: 'enable', 'disable', or 'retrieve' - The username parameter is required for all operations - For 'enable' operation, logLevel is optional (defaults to 'DEBUG') - Log levels: NONE, ERROR, WARN, INFO, DEBUG, FINE, FINER, FINEST - expirationTime is optional for 'enable' operation (minutes until expiration, defaults to 30) - limit is optional for 'retrieve' operation (maximum number of logs to return, defaults to 10) - logId is optional for 'retrieve' operation (to get a specific log) - includeBody is optional for 'retrieve' operation (to include the full log content, defaults to false) - The tool validates that the specified user exists before performing operations - If logLevel is not specified when enabling logs, the tool will ask for clarification Input schema { "type": "object", "properties": { "operation": { "type": "string", "enum": [ "enable", "disable", "retrieve" ], "description": "Operation to perform on debug logs" }, "username": { "type": "string", "description": "Username of the Salesforce user" }, "logLevel": { "type": "string", "enum": [ "NONE", "ERROR", "WARN", "INFO", "DEBUG", "FINE", "FINER", "FINEST" ], "description": "Log level for debug logs (required for 'enable' operation)" }, "expirationTime": { "type": "number", "description": "Minutes until the debug log configuration expires (optional, defaults to 30)" }, "limit": { "type": "number", "description": "Maximum number of logs to retrieve (optional, defaults to 10)" }, "logId": { "type": "string", "description": "ID of a specific log to retrieve (optional)" }, "includeBody": { "type": "boolean", "description": "Whether to include the full log content (optional, defaults to false)" } }, "required": [ "operation", "username" ] }	—	—
salesforce_manage_duplicatesFind and merge duplicate records in Salesforce: - Find potential duplicates using matching rules - Merge duplicate records with field mapping - Configure duplicate detection rules - View duplicate record sets Examples: Find duplicate Accounts by name, Merge duplicate Contacts Input schema { "type": "object", "properties": { "operation": { "type": "string", "enum": [ "find", "merge", "configure_rules", "view_rules" ], "description": "Type of duplicate management operation" }, "objectName": { "type": "string", "description": "API name of the object to check for duplicates" }, "searchCriteria": { "type": "object", "description": "Criteria for finding duplicates (e.g., {Name: 'value', Email: 'value'})", "optional": true }, "masterRecordId": { "type": "string", "description": "ID of the master record to keep (for merge operation)", "optional": true }, "duplicateRecordIds": { "type": "array", "items": { "type": "string" }, "description": "Array of duplicate record IDs to merge", "optional": true }, "fieldMappings": { "type": "object", "description": "Field mappings for merge operation", "optional": true }, "ruleName": { "type": "string", "description": "Name of the duplicate rule to configure", "optional": true }, "matchingRules": { "type": "array", "items": { "type": "object" }, "description": "Matching rules configuration", "optional": true } }, "required": [ "operation", "objectName" ] }	—	—
salesforce_manage_email_templatesManage Salesforce email templates: - List: View all email templates or filter by type/folder - Get Details: Get template content and metadata - Create: Create new email templates (Classic or Lightning) - Update: Modify existing templates - Delete: Remove email templates Examples: List all templates, Create welcome email template, Update signature template Input schema { "type": "object", "properties": { "operation": { "type": "string", "enum": [ "list", "get_details", "create", "update", "delete" ], "description": "Operation to perform on email templates" }, "templateId": { "type": "string", "description": "Template ID (required for get_details/update/delete)", "optional": true }, "templateName": { "type": "string", "description": "Template name for filtering or creating", "optional": true }, "templateType": { "type": "string", "enum": [ "Text", "HTML", "Custom", "Visualforce" ], "description": "Type of email template", "optional": true }, "folderName": { "type": "string", "description": "Folder name to filter templates", "optional": true }, "subject": { "type": "string", "description": "Email subject (for create/update)", "optional": true }, "htmlBody": { "type": "string", "description": "HTML body content (for create/update)", "optional": true }, "textBody": { "type": "string", "description": "Plain text body content (for create/update)", "optional": true }, "isActive": { "type": "boolean", "description": "Whether template is active (for create/update)", "optional": true } }, "required": [ "operation" ] }	—	—
salesforce_manage_fieldCreate new custom fields or modify existing fields on any Salesforce object: - Field Types: Text, Number, Date, Lookup, Master-Detail, Picklist etc. - Properties: Required, Unique, External ID, Length, Scale etc. - Relationships: Create lookups and master-detail relationships - Automatically grants Field Level Security to System Administrator (or specified profiles) Examples: Add Rating__c picklist to Account, Create Account lookup on Custom Object Note: Use grantAccessTo parameter to specify profiles, defaults to System Administrator Input schema { "type": "object", "properties": { "operation": { "type": "string", "enum": [ "create", "update" ], "description": "Whether to create new field or update existing" }, "objectName": { "type": "string", "description": "API name of the object to add/modify the field" }, "fieldName": { "type": "string", "description": "API name for the field (without __c suffix)" }, "label": { "type": "string", "description": "Label for the field", "optional": true }, "type": { "type": "string", "enum": [ "Checkbox", "Currency", "Date", "DateTime", "Email", "Number", "Percent", "Phone", "Picklist", "MultiselectPicklist", "Text", "TextArea", "LongTextArea", "Html", "Url", "Lookup", "MasterDetail" ], "description": "Field type (required for create)", "optional": true }, "required": { "type": "boolean", "description": "Whether the field is required", "optional": true }, "unique": { "type": "boolean", "description": "Whether the field value must be unique", "optional": true }, "externalId": { "type": "boolean", "description": "Whether the field is an external ID", "optional": true }, "length": { "type": "number", "description": "Length for text fields", "optional": true }, "precision": { "type": "number", "description": "Precision for numeric fields", "optional": true }, "scale": { "type": "number", "description": "Scale for numeric fields", "optional": true }, "referenceTo": { "type": "string", "description": "API name of the object to reference (for Lookup/MasterDetail)", "optional": true }, "relationshipLabel": { "type": "string", "description": "Label for the relationship (for Lookup/MasterDetail)", "optional": true }, "relationshipName": { "type": "string", "description": "API name for the relationship (for Lookup/MasterDetail)", "optional": true }, "deleteConstraint": { "type": "string", "enum": [ "Cascade", "Restrict", "SetNull" ], "description": "Delete constraint for Lookup fields", "optional": true }, "picklistValues": { "type": "array", "items": { "type": "object", "properties": { "label": { "type": "string" }, "isDefault": { "type": "boolean", "optional": true } } }, "description": "Values for Picklist/MultiselectPicklist fields", "optional": true }, "description": { "type": "string", "description": "Description of the field", "optional": true }, "grantAccessTo": { "type": "array", "items": { "type": "string" }, "description": "Profile names to grant field access to (defaults to ['System Administrator'])", "optional": true } }, "required": [ "operation", "objectName", "fieldName" ] }	—	—
salesforce_manage_field_permissionsManage Field Level Security (Field Permissions) for custom and standard fields. - Grant or revoke read/edit access to fields for specific profiles or permission sets - View current field permissions - Bulk update permissions for multiple profiles Examples: 1. Grant System Administrator access to a field 2. Give read-only access to a field for specific profiles 3. Check which profiles have access to a field Input schema { "type": "object", "properties": { "operation": { "type": "string", "enum": [ "grant", "revoke", "view" ], "description": "Operation to perform on field permissions" }, "objectName": { "type": "string", "description": "API name of the object (e.g., 'Account', 'Custom_Object__c')" }, "fieldName": { "type": "string", "description": "API name of the field (e.g., 'Custom_Field__c')" }, "profileNames": { "type": "array", "items": { "type": "string" }, "description": "Names of profiles to grant/revoke access (e.g., ['System Administrator', 'Sales User'])", "optional": true }, "readable": { "type": "boolean", "description": "Grant/revoke read access (default: true)", "optional": true }, "editable": { "type": "boolean", "description": "Grant/revoke edit access (default: true)", "optional": true } }, "required": [ "operation", "objectName", "fieldName" ] }	—	—
salesforce_manage_flowsRead, create, activate/deactivate Salesforce Flows: - List all flows in the org - Get flow details and versions - Activate or deactivate flows - View flow execution history - Get flow metadata and variables Examples: List all active flows, Deactivate a problematic flow, View flow execution logs Input schema { "type": "object", "properties": { "operation": { "type": "string", "enum": [ "list", "get_details", "activate", "deactivate", "get_versions", "execution_history" ], "description": "Type of flow management operation" }, "flowName": { "type": "string", "description": "API name of the flow (for specific operations)", "optional": true }, "flowId": { "type": "string", "description": "ID of the flow definition", "optional": true }, "versionNumber": { "type": "number", "description": "Specific version number of the flow", "optional": true }, "status": { "type": "string", "enum": [ "Active", "Draft", "Obsolete", "InvalidDraft" ], "description": "Filter flows by status", "optional": true }, "flowType": { "type": "string", "enum": [ "Flow", "Workflow", "AutoLaunchedFlow", "ScreenFlow" ], "description": "Filter flows by type", "optional": true }, "limit": { "type": "number", "description": "Maximum number of results to return", "optional": true } }, "required": [ "operation" ] }	—	—
salesforce_manage_objectCreate new custom objects or modify existing ones in Salesforce: - Create: New custom objects with fields, relationships, and settings - Update: Modify existing object settings, labels, sharing model Examples: Create Customer_Feedback__c object, Update object sharing settings Note: Changes affect metadata and require proper permissions Input schema { "type": "object", "properties": { "operation": { "type": "string", "enum": [ "create", "update" ], "description": "Whether to create new object or update existing" }, "objectName": { "type": "string", "description": "API name for the object (without __c suffix)" }, "label": { "type": "string", "description": "Label for the object" }, "pluralLabel": { "type": "string", "description": "Plural label for the object" }, "description": { "type": "string", "description": "Description of the object", "optional": true }, "nameFieldLabel": { "type": "string", "description": "Label for the name field", "optional": true }, "nameFieldType": { "type": "string", "enum": [ "Text", "AutoNumber" ], "description": "Type of the name field", "optional": true }, "nameFieldFormat": { "type": "string", "description": "Display format for AutoNumber field (e.g., 'A-{0000}')", "optional": true }, "sharingModel": { "type": "string", "enum": [ "ReadWrite", "Read", "Private", "ControlledByParent" ], "description": "Sharing model for the object", "optional": true } }, "required": [ "operation", "objectName" ] }	—	—
salesforce_manage_permission_setsManage Salesforce permission sets - create, update, assign permission sets and manage permissions: - Create: New permission sets with specific permissions - Update: Modify permission set permissions - Assign: Assign permission sets to users - Unassign: Remove permission sets from users - Query: List permission sets and assignments Examples: Create API Access permission set, Assign admin permissions to specific users Note: Requires permission set management permissions Input schema { "type": "object", "properties": { "operation": { "type": "string", "enum": [ "create", "update", "assign", "unassign", "query", "query_assignments" ], "description": "Type of permission set operation" }, "permissionSetName": { "type": "string", "description": "Name of the permission set", "optional": true }, "username": { "type": "string", "description": "Username for assign/unassign operations", "optional": true }, "permissionSetDetails": { "type": "object", "description": "Permission set configuration details", "optional": true, "properties": { "label": { "type": "string" }, "description": { "type": "string", "optional": true }, "permissions": { "type": "object", "optional": true, "properties": { "objectPermissions": { "type": "array", "items": { "type": "object" }, "optional": true }, "fieldPermissions": { "type": "array", "items": { "type": "object" }, "optional": true }, "userPermissions": { "type": "array", "items": { "type": "string" }, "optional": true }, "tabSettings": { "type": "array", "items": { "type": "object" }, "optional": true } } } } }, "filters": { "type": "object", "description": "Filters for query operations", "optional": true, "properties": { "type": { "type": "string", "optional": true }, "hasActivationRequired": { "type": "boolean", "optional": true }, "limit": { "type": "number", "optional": true } } } }, "required": [ "operation" ] }	—	—
salesforce_manage_process_builderManage Process Builder processes in Salesforce: - List: View all Process Builder processes with their status - Activate: Activate inactive processes - Deactivate: Deactivate active processes - Get Details: Get detailed information about a specific process Examples: Activate lead conversion process, View all inactive processes Input schema { "type": "object", "properties": { "operation": { "type": "string", "enum": [ "list", "activate", "deactivate", "get_details" ], "description": "Operation to perform on Process Builder processes" }, "processName": { "type": "string", "description": "Name or ID of the specific process (required for activate/deactivate/get_details)", "optional": true }, "status": { "type": "string", "enum": [ "Active", "Inactive", "All" ], "description": "Filter processes by status (for list operation)", "optional": true } }, "required": [ "operation" ] }	—	—
salesforce_manage_profilesManage Salesforce profiles - create, clone, update profiles and manage profile permissions: - Create: New custom profiles with specific permissions - Clone: Clone existing profiles with modifications - Update: Modify profile settings and permissions - Query: List profiles and their permissions Examples: Clone Standard User profile, Create custom Sales Manager profile Note: Requires profile management permissions Input schema { "type": "object", "properties": { "operation": { "type": "string", "enum": [ "create", "clone", "update", "query", "get_permissions" ], "description": "Type of profile management operation" }, "profileName": { "type": "string", "description": "Name of the profile (required for update/clone operations)", "optional": true }, "sourceProfileName": { "type": "string", "description": "Name of the source profile to clone from", "optional": true }, "newProfileName": { "type": "string", "description": "Name for the new profile (required for create/clone)", "optional": true }, "profileDetails": { "type": "object", "description": "Profile configuration details", "optional": true, "properties": { "description": { "type": "string", "optional": true }, "userLicense": { "type": "string", "optional": true }, "permissions": { "type": "object", "optional": true, "properties": { "objectPermissions": { "type": "array", "items": { "type": "object" }, "optional": true }, "fieldPermissions": { "type": "array", "items": { "type": "object" }, "optional": true }, "userPermissions": { "type": "array", "items": { "type": "string" }, "optional": true }, "tabSettings": { "type": "array", "items": { "type": "object" }, "optional": true } } } } }, "filters": { "type": "object", "description": "Filters for query operation", "optional": true, "properties": { "userLicense": { "type": "string", "optional": true }, "isCustom": { "type": "boolean", "optional": true }, "limit": { "type": "number", "optional": true } } } }, "required": [ "operation" ] }	—	—
salesforce_manage_reportsManage Salesforce reports: - List: View all reports or filter by folder/type - Run: Execute a report and get results - Create: Create a new report (basic structure) - Get Details: Get report metadata and configuration - Schedule: Schedule a report to run automatically Examples: List all account reports, Run opportunity pipeline report, Create simple contact report Input schema { "type": "object", "properties": { "operation": { "type": "string", "enum": [ "list", "run", "create", "get_details", "schedule" ], "description": "Operation to perform on reports" }, "reportId": { "type": "string", "description": "Report ID (required for run/get_details operations)", "optional": true }, "reportName": { "type": "string", "description": "Report name for filtering or creating", "optional": true }, "folderName": { "type": "string", "description": "Folder name to filter reports", "optional": true }, "reportType": { "type": "string", "description": "Object type for the report (e.g., 'Account', 'Opportunity')", "optional": true }, "includeDetails": { "type": "boolean", "description": "Include detailed report metadata (for list operation)", "optional": true }, "reportFormat": { "type": "string", "enum": [ "json", "csv", "excel" ], "description": "Format for report results", "optional": true } }, "required": [ "operation" ] }	—	—
salesforce_manage_rolesManage Salesforce user roles and role hierarchy: - Create: New roles in the hierarchy - Update: Modify role details and hierarchy - Query: List roles and hierarchy structure - Assign: Assign roles to users Examples: Create Sales Manager role, Set up role hierarchy, Assign roles to team members Note: Requires role management permissions Input schema { "type": "object", "properties": { "operation": { "type": "string", "enum": [ "create", "update", "query", "query_hierarchy", "assign" ], "description": "Type of role management operation" }, "roleName": { "type": "string", "description": "Name of the role", "optional": true }, "username": { "type": "string", "description": "Username for role assignment", "optional": true }, "roleDetails": { "type": "object", "description": "Role configuration details", "optional": true, "properties": { "name": { "type": "string" }, "parentRoleName": { "type": "string", "optional": true }, "caseAccessForAccountOwner": { "type": "string", "enum": [ "Edit", "Read", "None" ], "optional": true }, "contactAccessForAccountOwner": { "type": "string", "enum": [ "Edit", "Read", "None" ], "optional": true }, "opportunityAccessForAccountOwner": { "type": "string", "enum": [ "Edit", "Read", "None" ], "optional": true }, "mayForecastManagerShare": { "type": "boolean", "optional": true } } }, "filters": { "type": "object", "description": "Filters for query operations", "optional": true, "properties": { "parentRole": { "type": "string", "optional": true }, "level": { "type": "number", "optional": true }, "limit": { "type": "number", "optional": true } } } }, "required": [ "operation" ] }	—	—
salesforce_manage_sandboxesManage Salesforce sandboxes: - List: View all sandboxes and their status - Create: Create new sandbox - Refresh: Refresh existing sandbox - Get Status: Check sandbox creation/refresh status - Get Details: Get detailed sandbox information Examples: List all sandboxes, Create developer sandbox, Check refresh status Input schema { "type": "object", "properties": { "operation": { "type": "string", "enum": [ "list", "create", "refresh", "get_status", "get_details" ], "description": "Operation to perform on sandboxes" }, "sandboxName": { "type": "string", "description": "Sandbox name (required for create/refresh/get_details)", "optional": true }, "sandboxType": { "type": "string", "enum": [ "Developer", "Developer_Pro", "Partial_Copy", "Full" ], "description": "Type of sandbox to create", "optional": true }, "templateId": { "type": "string", "description": "Sandbox template ID (for Partial Copy sandboxes)", "optional": true }, "description": { "type": "string", "description": "Sandbox description", "optional": true }, "apexClassId": { "type": "string", "description": "Apex class ID for post-copy script", "optional": true }, "sourceId": { "type": "string", "description": "Source organization ID (for cloning)", "optional": true }, "requestId": { "type": "string", "description": "Sandbox request ID to check status", "optional": true } }, "required": [ "operation" ] }	—	—
salesforce_manage_usersManage Salesforce users - create, update, deactivate users, and reset passwords: - Create: New users with profiles and roles - Update: Modify user details, profiles, roles - Deactivate: Deactivate users safely - Reset Password: Reset user passwords and send notifications Examples: Create new sales users, Update user profiles, Deactivate former employees Note: Requires appropriate user management permissions Input schema { "type": "object", "properties": { "operation": { "type": "string", "enum": [ "create", "update", "deactivate", "reset_password", "query" ], "description": "Type of user management operation" }, "username": { "type": "string", "description": "Username (email format, required for update/deactivate/reset)", "optional": true }, "userDetails": { "type": "object", "description": "User details object for create/update operations", "optional": true, "properties": { "firstName": { "type": "string" }, "lastName": { "type": "string" }, "email": { "type": "string" }, "alias": { "type": "string" }, "profileId": { "type": "string" }, "userRoleId": { "type": "string", "optional": true }, "timeZoneSidKey": { "type": "string", "optional": true }, "localeSidKey": { "type": "string", "optional": true }, "emailEncodingKey": { "type": "string", "optional": true }, "languageLocaleKey": { "type": "string", "optional": true }, "isActive": { "type": "boolean", "optional": true } } }, "filters": { "type": "object", "description": "Filters for query operation", "optional": true, "properties": { "isActive": { "type": "boolean", "optional": true }, "profileName": { "type": "string", "optional": true }, "lastLoginDate": { "type": "string", "optional": true }, "limit": { "type": "number", "optional": true } } }, "sendNotification": { "type": "boolean", "description": "Send email notification for password reset", "optional": true } }, "required": [ "operation" ] }	—	—
salesforce_manage_workflow_rulesCreate and manage Salesforce Workflow Rules: - List all workflow rules in the org - Get workflow rule details including criteria and actions - View workflow rule execution history - Activate or deactivate workflow rules Examples: List all active workflow rules, Get details of Account workflow rules Input schema { "type": "object", "properties": { "operation": { "type": "string", "enum": [ "list", "get_details", "get_actions", "execution_history" ], "description": "Type of workflow rule operation" }, "objectName": { "type": "string", "description": "API name of the object to filter workflow rules", "optional": true }, "workflowRuleId": { "type": "string", "description": "ID of specific workflow rule", "optional": true }, "workflowRuleName": { "type": "string", "description": "Name of specific workflow rule", "optional": true }, "isActive": { "type": "boolean", "description": "Filter by active/inactive status", "optional": true }, "limit": { "type": "number", "description": "Maximum number of results to return", "optional": true } }, "required": [ "operation" ] }	—	—
salesforce_org_limitsCheck Salesforce organization limits and usage: - API Limits: Daily API call limits and usage - Storage Limits: Data and file storage limits - Feature Limits: Custom objects, fields, workflows etc. - User Limits: Active user count and license limits Examples: Check API usage, Monitor storage consumption, View custom object limits Note: Essential for monitoring org health and capacity planning Input schema { "type": "object", "properties": { "operation": { "type": "string", "enum": [ "all_limits", "api_limits", "storage_limits", "feature_limits", "user_limits", "specific_limit" ], "description": "Type of limits to check" }, "limitName": { "type": "string", "description": "Specific limit name to check (for specific_limit operation)", "optional": true }, "showPercentage": { "type": "boolean", "description": "Show usage as percentage (default: true)", "optional": true }, "warningThreshold": { "type": "number", "description": "Percentage threshold for warnings (default: 80)", "optional": true } }, "required": [ "operation" ] }	—	—
salesforce_package_managementManage Salesforce packages and package versions: - List Packages: View all packages in the org - List Versions: View versions of a specific package - Create Version: Create new package version - Install Package: Install package in org - Uninstall Package: Remove package from org - Get Package Details: Get detailed package information Examples: List all packages, Create new version, Install managed package Input schema { "type": "object", "properties": { "operation": { "type": "string", "enum": [ "list_packages", "list_versions", "create_version", "install_package", "uninstall_package", "get_details" ], "description": "Operation to perform on packages" }, "packageId": { "type": "string", "description": "Package ID (0Ho prefix)", "optional": true }, "packageVersionId": { "type": "string", "description": "Package version ID (04t prefix)", "optional": true }, "versionName": { "type": "string", "description": "Version name for new package version", "optional": true }, "versionNumber": { "type": "string", "description": "Version number (e.g., '1.0.0.1')", "optional": true }, "description": { "type": "string", "description": "Package or version description", "optional": true }, "installationKey": { "type": "string", "description": "Installation key for protected packages", "optional": true }, "skipValidation": { "type": "boolean", "description": "Skip validation during package installation", "optional": true }, "packageType": { "type": "string", "enum": [ "Managed", "Unlocked" ], "description": "Filter packages by type", "optional": true } }, "required": [ "operation" ] }	—	—
salesforce_performance_monitoringMonitor Salesforce org performance and system health: - System Performance: Check org performance metrics - API Usage: Monitor API call limits and usage - Storage: Check data and file storage usage - Processing Time: Analyze slow queries and operations - Concurrent Users: Monitor active user sessions - Governor Limits: Check current governor limit usage - Health Check: Overall org health assessment Examples: Check API limits, Monitor storage usage, Analyze performance Input schema { "type": "object", "properties": { "operation": { "type": "string", "enum": [ "system_performance", "api_usage", "storage_usage", "processing_time", "user_sessions", "governor_limits", "health_check" ], "description": "Type of performance monitoring to perform" }, "timeFrame": { "type": "string", "enum": [ "last_hour", "last_24_hours", "last_week", "last_month" ], "description": "Time frame for performance analysis", "optional": true }, "includeDetails": { "type": "boolean", "description": "Include detailed breakdown of metrics", "optional": true }, "threshold": { "type": "number", "description": "Performance threshold for alerting (percentage)", "optional": true }, "userId": { "type": "string", "description": "Specific user ID for user-specific monitoring", "optional": true } }, "required": [ "operation" ] }	—	—
salesforce_platform_eventsManage Salesforce Platform Events for real-time integration: - Publish Events: Send platform events to the event bus - Subscribe: Listen for platform events (setup guidance) - Event Definitions: View and manage platform event definitions - Event Logs: View platform event delivery logs - Event Volume: Monitor event publishing volume and limits - Event Replay: View replay settings and capabilities - CDC Events: Manage Change Data Capture events Examples: Publish custom event, View event definitions, Monitor event volume Input schema { "type": "object", "properties": { "operation": { "type": "string", "enum": [ "publish_event", "list_events", "event_definitions", "event_logs", "event_volume", "replay_settings", "cdc_events" ], "description": "Platform events operation to perform" }, "eventType": { "type": "string", "description": "Platform event API name (e.g., 'MyEvent__e')", "optional": true }, "eventData": { "type": "object", "description": "Event payload data as key-value pairs", "optional": true }, "replayId": { "type": "string", "description": "Replay ID for event subscription", "optional": true }, "channel": { "type": "string", "description": "Event channel or topic name", "optional": true }, "timeFrame": { "type": "string", "enum": [ "last_hour", "last_24_hours", "last_week" ], "description": "Time frame for event analysis", "optional": true }, "includeSystemEvents": { "type": "boolean", "description": "Include system-generated platform events", "optional": true }, "batchSize": { "type": "number", "description": "Number of events to publish in batch", "optional": true }, "limit": { "type": "number", "description": "Maximum number of results to return", "optional": true } }, "required": [ "operation" ] }	—	—
salesforce_price_booksManage Salesforce price books, products, and pricing strategies including standard pricing, custom price books, product catalogs, and pricing optimization. Input schema { "type": "object", "properties": { "operation": { "type": "string", "enum": [ "list_price_books", "create_price_book", "manage_products", "update_pricing", "pricing_analysis", "product_catalog", "price_optimization", "competitor_pricing", "discount_analysis", "revenue_impact" ], "description": "Price book operation to perform" }, "priceBookId": { "type": "string", "description": "ID of the price book to work with" }, "productId": { "type": "string", "description": "ID of the product to manage" }, "priceBookName": { "type": "string", "description": "Name for new price book" }, "currency": { "type": "string", "description": "Currency code for pricing (e.g., USD, EUR)" }, "isActive": { "type": "boolean", "description": "Whether the price book is active" }, "pricing": { "type": "object", "properties": { "listPrice": { "type": "number" }, "unitPrice": { "type": "number" }, "costPrice": { "type": "number" } }, "description": "Pricing information" }, "filters": { "type": "object", "description": "Filters for price book or product queries" }, "includeInactive": { "type": "boolean", "description": "Include inactive price books/products" }, "analysisType": { "type": "string", "enum": [ "margin", "volume", "competition", "trends" ], "description": "Type of pricing analysis to perform" }, "dateRange": { "type": "object", "properties": { "startDate": { "type": "string" }, "endDate": { "type": "string" } }, "description": "Date range for analysis" } }, "required": [ "operation" ] }	—	—
salesforce_query_recordsQuery records from any Salesforce object using SOQL, including relationship queries. NOTE: For queries with GROUP BY, aggregate functions (COUNT, SUM, AVG, etc.), or HAVING clauses, use salesforce_aggregate_query instead. Examples: 1. Parent-to-child query (e.g., Account with Contacts): - objectName: "Account" - fields: ["Name", "(SELECT Id, FirstName, LastName FROM Contacts)"] 2. Child-to-parent query (e.g., Contact with Account details): - objectName: "Contact" - fields: ["FirstName", "LastName", "Account.Name", "Account.Industry"] 3. Multiple level query (e.g., Contact -> Account -> Owner): - objectName: "Contact" - fields: ["Name", "Account.Name", "Account.Owner.Name"] 4. Related object filtering: - objectName: "Contact" - fields: ["Name", "Account.Name"] - whereClause: "Account.Industry = 'Technology'" Note: When using relationship fields: - Use dot notation for parent relationships (e.g., "Account.Name") - Use subqueries in parentheses for child relationships (e.g., "(SELECT Id FROM Contacts)") - Custom relationship fields end in "__r" (e.g., "CustomObject__r.Name") Input schema { "type": "object", "properties": { "objectName": { "type": "string", "description": "API name of the object to query" }, "fields": { "type": "array", "items": { "type": "string" }, "description": "List of fields to retrieve, including relationship fields" }, "whereClause": { "type": "string", "description": "WHERE clause, can include conditions on related objects", "optional": true }, "orderBy": { "type": "string", "description": "ORDER BY clause, can include fields from related objects", "optional": true }, "limit": { "type": "number", "description": "Maximum number of records to return", "optional": true } }, "required": [ "objectName", "fields" ] }	—	—
salesforce_read_apexRead Apex classes from Salesforce. Examples: 1. Read a specific Apex class by name: { "className": "AccountController" } 2. List all Apex classes with an optional name pattern: { "namePattern": "Controller" } 3. Get metadata about Apex classes: { "includeMetadata": true, "namePattern": "Trigger" } 4. Use wildcards in name patterns: { "namePattern": "AccountCont" } Notes: - When className is provided, the full body of that specific class is returned - When namePattern is provided, all matching class names are returned (without body) - Use includeMetadata to get additional information like API version, length, and last modified date - If neither className nor namePattern is provided, all Apex class names will be listed - Wildcards are supported in namePattern: * (matches any characters) and ? (matches a single character) Input schema { "type": "object", "properties": { "className": { "type": "string", "description": "Name of a specific Apex class to read" }, "namePattern": { "type": "string", "description": "Pattern to match Apex class names (supports wildcards * and ?)" }, "includeMetadata": { "type": "boolean", "description": "Whether to include metadata about the Apex classes" } } }	—	—
salesforce_read_apex_triggerRead Apex triggers from Salesforce. Examples: 1. Read a specific Apex trigger by name: { "triggerName": "AccountTrigger" } 2. List all Apex triggers with an optional name pattern: { "namePattern": "Account" } 3. Get metadata about Apex triggers: { "includeMetadata": true, "namePattern": "Contact" } 4. Use wildcards in name patterns: { "namePattern": "Account" } Notes: - When triggerName is provided, the full body of that specific trigger is returned - When namePattern is provided, all matching trigger names are returned (without body) - Use includeMetadata to get additional information like API version, object type, and last modified date - If neither triggerName nor namePattern is provided, all Apex trigger names will be listed - Wildcards are supported in namePattern: (matches any characters) and ? (matches a single character) Input schema { "type": "object", "properties": { "triggerName": { "type": "string", "description": "Name of a specific Apex trigger to read" }, "namePattern": { "type": "string", "description": "Pattern to match Apex trigger names (supports wildcards * and ?)" }, "includeMetadata": { "type": "boolean", "description": "Whether to include metadata about the Apex triggers" } } }	—	—
salesforce_rest_calloutsManage Salesforce REST API callouts and external integrations: - Test Callouts: Test REST endpoints from Salesforce - View Endpoints: List configured remote sites and endpoints - Callout Logs: View recent callout logs and responses - Named Credentials: Manage named credentials for authentication - Connected Apps: View connected app configurations - Rate Limits: Check callout limits and usage - Error Analysis: Analyze callout failures and errors Examples: Test external API, View callout logs, Check rate limits Input schema { "type": "object", "properties": { "operation": { "type": "string", "enum": [ "test_callout", "view_endpoints", "callout_logs", "named_credentials", "connected_apps", "rate_limits", "error_analysis" ], "description": "REST callout operation to perform" }, "endpoint": { "type": "string", "description": "REST endpoint URL for testing", "optional": true }, "method": { "type": "string", "enum": [ "GET", "POST", "PUT", "DELETE", "PATCH" ], "description": "HTTP method for callout testing", "optional": true }, "requestBody": { "type": "string", "description": "JSON request body for POST/PUT requests", "optional": true }, "headers": { "type": "object", "description": "Custom headers for the request", "optional": true }, "namedCredential": { "type": "string", "description": "Named credential to use for authentication", "optional": true }, "timeout": { "type": "number", "description": "Request timeout in seconds", "optional": true }, "timeFrame": { "type": "string", "enum": [ "last_hour", "last_24_hours", "last_week" ], "description": "Time frame for log analysis", "optional": true }, "includeDetails": { "type": "boolean", "description": "Include detailed response/error information", "optional": true }, "limit": { "type": "number", "description": "Maximum number of results to return", "optional": true } }, "required": [ "operation" ] }	—	—
salesforce_scratch_orgsManage Salesforce scratch orgs for development, testing, and CI/CD including creation, source management, and deployment Input schema { "type": "object", "properties": { "operation": { "type": "string", "enum": [ "create_scratch_org", "list_scratch_orgs", "delete_scratch_org", "push_source", "pull_source", "deploy_metadata", "run_tests", "manage_users" ], "description": "Scratch org operation to perform" }, "orgName": { "type": "string", "description": "Name for the scratch org" }, "alias": { "type": "string", "description": "Alias for the scratch org" }, "definitionFile": { "type": "string", "description": "Path to scratch org definition file" }, "duration": { "type": "number", "description": "Duration for scratch org in days (1-30)" }, "edition": { "type": "string", "enum": [ "Developer", "Enterprise", "Group", "Professional" ], "description": "Salesforce edition for scratch org" }, "features": { "type": "array", "items": { "type": "string" }, "description": "Features to enable in scratch org" }, "settings": { "type": "object", "description": "Org settings configuration" }, "username": { "type": "string", "description": "Username for scratch org operations" }, "targetOrg": { "type": "string", "description": "Target scratch org alias or username" }, "sourcePath": { "type": "string", "description": "Path to source code for deployment" }, "testLevel": { "type": "string", "enum": [ "NoTestRun", "RunSpecifiedTests", "RunLocalTests", "RunAllTestsInOrg" ], "description": "Test execution level" }, "testClasses": { "type": "array", "items": { "type": "string" }, "description": "Specific test classes to run" }, "metadataTypes": { "type": "array", "items": { "type": "string" }, "description": "Metadata types to deploy" }, "packageName": { "type": "string", "description": "Package name for deployment" }, "userDefinition": { "type": "object", "description": "User definition for scratch org user creation", "properties": { "Username": { "type": "string" }, "Email": { "type": "string" }, "LastName": { "type": "string" }, "Alias": { "type": "string" }, "ProfileName": { "type": "string" }, "PermissionSets": { "type": "array", "items": { "type": "string" } } } } }, "required": [ "operation" ] }	—	—
salesforce_search_allSearch across multiple Salesforce objects using SOSL (Salesforce Object Search Language). Examples: 1. Basic search across all objects: { "searchTerm": "John", "objects": [ { "name": "Account", "fields": ["Name"], "limit": 10 }, { "name": "Contact", "fields": ["FirstName", "LastName", "Email"] } ] } 2. Advanced search with filters: { "searchTerm": "Cloud", "searchIn": "NAME FIELDS", "objects": [ { "name": "Account", "fields": ["Name", "Industry"], "orderBy": "Name DESC", "where": "Industry = 'Technology'" } ], "withClauses": [ { "type": "NETWORK", "value": "ALL NETWORKS" }, { "type": "SNIPPET", "fields": ["Description"] } ] } Notes: - Use and ? for wildcards in search terms - Each object can have its own WHERE, ORDER BY, and LIMIT clauses - Support for WITH clauses: DATA CATEGORY, DIVISION, METADATA, NETWORK, PRICEBOOKID, SNIPPET, SECURITY_ENFORCED - "updateable" and "viewable" options control record access filtering Input schema { "type": "object", "properties": { "searchTerm": { "type": "string", "description": "Text to search for (supports wildcards * and ?)" }, "searchIn": { "type": "string", "enum": [ "ALL FIELDS", "NAME FIELDS", "EMAIL FIELDS", "PHONE FIELDS", "SIDEBAR FIELDS" ], "description": "Which fields to search in", "optional": true }, "objects": { "type": "array", "items": { "type": "object", "properties": { "name": { "type": "string", "description": "API name of the object" }, "fields": { "type": "array", "items": { "type": "string" }, "description": "Fields to return for this object" }, "where": { "type": "string", "description": "WHERE clause for this object", "optional": true }, "orderBy": { "type": "string", "description": "ORDER BY clause for this object", "optional": true }, "limit": { "type": "number", "description": "Maximum number of records to return for this object", "optional": true } }, "required": [ "name", "fields" ] }, "description": "List of objects to search and their return fields" }, "withClauses": { "type": "array", "items": { "type": "object", "properties": { "type": { "type": "string", "enum": [ "DATA CATEGORY", "DIVISION", "METADATA", "NETWORK", "PRICEBOOKID", "SNIPPET", "SECURITY_ENFORCED" ] }, "value": { "type": "string", "description": "Value for the WITH clause", "optional": true }, "fields": { "type": "array", "items": { "type": "string" }, "description": "Fields for SNIPPET clause", "optional": true } }, "required": [ "type" ] }, "description": "Additional WITH clauses for the search", "optional": true }, "updateable": { "type": "boolean", "description": "Return only updateable records", "optional": true }, "viewable": { "type": "boolean", "description": "Return only viewable records", "optional": true } }, "required": [ "searchTerm", "objects" ] }	—	—
salesforce_search_objectsSearch for Salesforce standard and custom objects by name pattern. Examples: 'Account' will find Account, AccountHistory; 'Order' will find WorkOrder, ServiceOrder__c etc. Input schema { "type": "object", "properties": { "searchPattern": { "type": "string", "description": "Search pattern to find objects (e.g., 'Account Coverage' will find objects like 'AccountCoverage__c')" } }, "required": [ "searchPattern" ] }	—	—
salesforce_send_emailsSend individual or mass emails with templates through Salesforce: - Send single emails to specific recipients - Send mass emails using templates - Use email templates with merge fields - Track email delivery and opens - Send emails from specific users or org-wide addresses Examples: Send welcome email to new customers, Mass email to all leads Input schema { "type": "object", "properties": { "operation": { "type": "string", "enum": [ "send_single", "send_mass", "get_templates", "track_emails" ], "description": "Type of email operation" }, "recipientIds": { "type": "array", "items": { "type": "string" }, "description": "Array of Contact, Lead, or User IDs to send emails to", "optional": true }, "recipientEmails": { "type": "array", "items": { "type": "string" }, "description": "Array of email addresses for external recipients", "optional": true }, "templateId": { "type": "string", "description": "ID of email template to use", "optional": true }, "templateName": { "type": "string", "description": "Name of email template to use", "optional": true }, "subject": { "type": "string", "description": "Email subject (if not using template)", "optional": true }, "htmlBody": { "type": "string", "description": "HTML body of the email (if not using template)", "optional": true }, "textBody": { "type": "string", "description": "Plain text body of the email (if not using template)", "optional": true }, "senderUserId": { "type": "string", "description": "ID of user to send email from", "optional": true }, "orgWideEmailId": { "type": "string", "description": "ID of org-wide email address to use", "optional": true }, "saveAsActivity": { "type": "boolean", "description": "Whether to save as activity on related records", "optional": true }, "whatIds": { "type": "array", "items": { "type": "string" }, "description": "Array of record IDs to relate the email to", "optional": true } }, "required": [ "operation" ] }	—	—
salesforce_soap_calloutsManage SOAP web service callouts in Salesforce including WSDL parsing, class generation, and secure callouts Input schema { "type": "object", "properties": { "operation": { "type": "string", "enum": [ "make_soap_call", "generate_soap_classes", "parse_wsdl", "soap_headers", "soap_fault_handling", "soap_security" ], "description": "Operation to perform for SOAP callouts" }, "wsdlUrl": { "type": "string", "description": "URL of the WSDL to consume" }, "serviceName": { "type": "string", "description": "Name of the SOAP service" }, "operationName": { "type": "string", "description": "Name of the SOAP operation to call" }, "soapBody": { "type": "string", "description": "SOAP body XML for the request" }, "soapHeaders": { "type": "object", "description": "SOAP headers to include in the request" }, "endpoint": { "type": "string", "description": "SOAP endpoint URL" }, "timeout": { "type": "number", "description": "Timeout for the SOAP call in milliseconds" }, "username": { "type": "string", "description": "Username for SOAP authentication" }, "password": { "type": "string", "description": "Password for SOAP authentication" }, "certificateName": { "type": "string", "description": "Name of the certificate for client authentication" }, "apexClassName": { "type": "string", "description": "Name for generated Apex class" }, "namespace": { "type": "string", "description": "Namespace for the generated classes" }, "generateTests": { "type": "boolean", "description": "Whether to generate test classes" } }, "required": [ "operation" ] }	—	—
salesforce_static_analysisPerform static analysis on Salesforce code, flows, and configurations for quality, security, and performance issues Input schema { "type": "object", "properties": { "operation": { "type": "string", "enum": [ "analyze_apex", "analyze_flows", "security_scan", "performance_analysis", "dependency_analysis", "code_metrics" ], "description": "Type of static analysis to perform" }, "targetType": { "type": "string", "enum": [ "apex_class", "apex_trigger", "flow", "validation_rule", "workflow", "all" ], "description": "Type of metadata to analyze" }, "className": { "type": "string", "description": "Specific Apex class name to analyze" }, "triggerName": { "type": "string", "description": "Specific Apex trigger name to analyze" }, "flowName": { "type": "string", "description": "Specific Flow name to analyze" }, "analysisType": { "type": "string", "enum": [ "complexity", "security", "performance", "maintainability", "all" ], "description": "Type of analysis to perform" }, "includeTests": { "type": "boolean", "description": "Include test classes in analysis" }, "includeInactive": { "type": "boolean", "description": "Include inactive components in analysis" }, "severityLevel": { "type": "string", "enum": [ "info", "warning", "error", "critical" ], "description": "Minimum severity level to report" }, "outputFormat": { "type": "string", "enum": [ "summary", "detailed", "csv", "json" ], "description": "Format for analysis output" } }, "required": [ "operation" ] }	—	—
salesforce_streaming_apiManage Salesforce Streaming API including PushTopics, Change Data Capture, Platform Events, and Generic Events Input schema { "type": "object", "properties": { "operation": { "type": "string", "enum": [ "subscribe_pushTopics", "create_pushTopic", "list_pushTopics", "delete_pushTopic", "cdc_subscribe", "platform_events", "generic_events", "replay_events" ], "description": "Streaming API operation to perform" }, "topicName": { "type": "string", "description": "Name of the PushTopic" }, "soqlQuery": { "type": "string", "description": "SOQL query for the PushTopic" }, "notifyForFields": { "type": "string", "enum": [ "All", "Referenced", "Select", "Where" ], "description": "Which fields trigger notifications" }, "notifyForOperations": { "type": "string", "enum": [ "Create", "Update", "Delete", "Undelete" ], "description": "Which operations trigger notifications" }, "description": { "type": "string", "description": "Description of the PushTopic" }, "channel": { "type": "string", "description": "Streaming channel to subscribe to" }, "replayId": { "type": "number", "description": "Replay ID for event replay" }, "batchSize": { "type": "number", "description": "Batch size for streaming events" }, "eventType": { "type": "string", "description": "Type of platform event" }, "objectName": { "type": "string", "description": "Object name for Change Data Capture" }, "changeType": { "type": "string", "enum": [ "ALL", "CREATE", "UPDATE", "DELETE", "UNDELETE" ], "description": "Type of changes to capture" }, "fields": { "type": "array", "items": { "type": "string" }, "description": "Fields to monitor for changes" }, "timespan": { "type": "number", "description": "Timespan for event replay in hours" } }, "required": [ "operation" ] }	—	—
salesforce_territory_managementManage Salesforce Territory Management 2.0: - View Territories: List territory hierarchy and structure - Manage Users: Assign/remove users from territories - Territory Rules: View and manage territory assignment rules - Account Assignment: Manage account-territory assignments - Performance: View territory performance metrics - Settings: Configure territory model settings - Forecasting: Territory-based forecast management Examples: View territory structure, Assign users to territories, Check account assignments Input schema { "type": "object", "properties": { "operation": { "type": "string", "enum": [ "view_territories", "manage_users", "territory_rules", "account_assignment", "performance_metrics", "model_settings", "forecasting" ], "description": "Territory management operation to perform" }, "territoryId": { "type": "string", "description": "Territory ID for specific operations", "optional": true }, "userId": { "type": "string", "description": "User ID for user assignment operations", "optional": true }, "accountId": { "type": "string", "description": "Account ID for assignment operations", "optional": true }, "territoryName": { "type": "string", "description": "Territory name for search/filter operations", "optional": true }, "userRole": { "type": "string", "enum": [ "Territory_User", "Territory_Manager", "Territory_Owner" ], "description": "User role in territory", "optional": true }, "assignmentType": { "type": "string", "enum": [ "manual", "rule_based", "inherited" ], "description": "Type of territory assignment", "optional": true }, "includeInactive": { "type": "boolean", "description": "Include inactive territories/assignments", "optional": true }, "timeFrame": { "type": "string", "enum": [ "current_quarter", "last_quarter", "current_year", "last_year" ], "description": "Time frame for performance metrics", "optional": true }, "limit": { "type": "number", "description": "Maximum number of results to return", "optional": true } }, "required": [ "operation" ] }	—	—
salesforce_test_executionExecute Apex tests and view code coverage in Salesforce: - Run Tests: Execute specific test classes or all tests - View Coverage: Get code coverage reports for classes - Test Results: View detailed test execution results - Run Specific: Run tests for specific classes or methods Examples: Run all tests, Check coverage for AccountService class, Run specific test method Input schema { "type": "object", "properties": { "operation": { "type": "string", "enum": [ "run_tests", "view_coverage", "test_results", "run_specific" ], "description": "Type of test operation to perform" }, "testLevel": { "type": "string", "enum": [ "RunLocalTests", "RunAllTestsInOrg", "RunSpecifiedTests" ], "description": "Level of tests to run (for run_tests operation)", "optional": true }, "testClasses": { "type": "array", "items": { "type": "string" }, "description": "Specific test classes to run (for RunSpecifiedTests)", "optional": true }, "className": { "type": "string", "description": "Specific class name for coverage or results", "optional": true }, "testId": { "type": "string", "description": "Specific test run ID to view results", "optional": true } }, "required": [ "operation" ] }	—	—
salesforce_usage_analyticsAnalyze Salesforce org usage patterns, user adoption metrics, feature utilization, and system performance analytics to optimize org efficiency and user experience. Input schema { "type": "object", "properties": { "operation": { "type": "string", "enum": [ "user_adoption", "feature_usage", "login_patterns", "performance_metrics", "storage_analysis", "license_utilization", "app_usage", "report_usage", "dashboard_usage", "api_consumption" ], "description": "Type of usage analytics to generate" }, "timeframe": { "type": "string", "enum": [ "today", "week", "month", "quarter", "year" ], "description": "Time period for analysis" }, "userId": { "type": "string", "description": "Specific user ID for individual analysis" }, "includeInactive": { "type": "boolean", "description": "Include inactive users in analysis" }, "groupBy": { "type": "string", "enum": [ "user", "profile", "role", "department", "license" ], "description": "How to group the analytics data" }, "threshold": { "type": "number", "description": "Threshold for usage metrics (e.g., minimum logins)" }, "exportFormat": { "type": "string", "enum": [ "summary", "detailed", "csv" ], "description": "Format for the analytics output" }, "includeRecommendations": { "type": "boolean", "description": "Include optimization recommendations" } }, "required": [ "operation" ] }	—	—
salesforce_view_automation_statusMonitor the status and performance of Salesforce automation: - Running Processes: View currently running processes and flows - Failed Processes: View failed automation with error details - Performance Stats: Get automation performance statistics - Queue Status: Check automation queue depth and processing times Examples: Check failed flows today, View running approval processes, Monitor automation queue Input schema { "type": "object", "properties": { "viewType": { "type": "string", "enum": [ "running_processes", "failed_processes", "performance_stats", "queue_status", "all" ], "description": "Type of automation status to view" }, "timeRange": { "type": "string", "enum": [ "last_hour", "today", "last_24_hours", "last_7_days", "last_30_days" ], "description": "Time range for the status view", "optional": true }, "objectName": { "type": "string", "description": "Filter by specific object (optional)", "optional": true } }, "required": [ "viewType" ] }	—	—
salesforce_view_user_permissionsView effective permissions for Salesforce users: - Check user's profile permissions - List assigned permission sets - View object and field-level permissions - Analyze effective permissions from all sources Examples: Check user's object permissions, View all permissions for a specific user Note: Provides comprehensive permission analysis Input schema { "type": "object", "properties": { "operation": { "type": "string", "enum": [ "user_summary", "object_permissions", "field_permissions", "system_permissions", "all_permissions" ], "description": "Type of permission analysis to perform" }, "username": { "type": "string", "description": "Username to analyze permissions for" }, "objectName": { "type": "string", "description": "Specific object to check permissions for (required for object_permissions and field_permissions)", "optional": true }, "fieldName": { "type": "string", "description": "Specific field to check permissions for (required for field_permissions)", "optional": true } }, "required": [ "operation", "username" ] }	—	—
salesforce_write_apexCreate or update Apex classes in Salesforce. Examples: 1. Create a new Apex class: { "operation": "create", "className": "AccountService", "apiVersion": "58.0", "body": "public class AccountService { public static void updateAccounts() { /* implementation / } }" } 2. Update an existing Apex class: { "operation": "update", "className": "AccountService", "body": "public class AccountService { public static void updateAccounts() { / updated implementation */ } }" } Notes: - The operation must be either 'create' or 'update' - For 'create' operations, className and body are required - For 'update' operations, className and body are required - apiVersion is optional for 'create' (defaults to the latest version) - The body must be valid Apex code - The className in the body must match the className parameter - Status information is returned after successful operations Input schema { "type": "object", "properties": { "operation": { "type": "string", "enum": [ "create", "update" ], "description": "Whether to create a new class or update an existing one" }, "className": { "type": "string", "description": "Name of the Apex class to create or update" }, "apiVersion": { "type": "string", "description": "API version for the Apex class (e.g., '58.0')" }, "body": { "type": "string", "description": "Full body of the Apex class" } }, "required": [ "operation", "className", "body" ] }	—	—
salesforce_write_apex_triggerCreate or update Apex triggers in Salesforce. Examples: 1. Create a new Apex trigger: { "operation": "create", "triggerName": "AccountTrigger", "objectName": "Account", "apiVersion": "58.0", "body": "trigger AccountTrigger on Account (before insert, before update) { /* implementation / }" } 2. Update an existing Apex trigger: { "operation": "update", "triggerName": "AccountTrigger", "body": "trigger AccountTrigger on Account (before insert, before update, after update) { / updated implementation */ }" } Notes: - The operation must be either 'create' or 'update' - For 'create' operations, triggerName, objectName, and body are required - For 'update' operations, triggerName and body are required - apiVersion is optional for 'create' (defaults to the latest version) - The body must be valid Apex trigger code - The triggerName in the body must match the triggerName parameter - The objectName in the body must match the objectName parameter (for 'create') - Status information is returned after successful operations Input schema { "type": "object", "properties": { "operation": { "type": "string", "enum": [ "create", "update" ], "description": "Whether to create a new trigger or update an existing one" }, "triggerName": { "type": "string", "description": "Name of the Apex trigger to create or update" }, "objectName": { "type": "string", "description": "Name of the Salesforce object the trigger is for (required for 'create')" }, "apiVersion": { "type": "string", "description": "API version for the Apex trigger (e.g., '58.0')" }, "body": { "type": "string", "description": "Full body of the Apex trigger" } }, "required": [ "operation", "triggerName", "body" ] }	—	—

Resources 0

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Resource templates 0

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Prompts 0

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Salesforce MCP Server questions

How do I install Salesforce MCP Server?

Install the selected package version with: npm install --save-exact @kirtijha/salesforce-mcp-server@1.0.3

What tools does Salesforce MCP Server provide?

Salesforce MCP Server exposed 61 tools during independent protocol observation, including salesforce_aggregate_query, salesforce_analytics_queries, salesforce_audit_trail, salesforce_bulk_operations, salesforce_case_escalation, salesforce_change_sets, salesforce_chatter_posts, salesforce_connected_apps, and others.

Is Salesforce MCP Server secure?

The selected current version does not yet have completed public verification. Unknown does not mean clean or vulnerable.

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