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Salesforce MCP Server 0.0.2

npm · @surajadsul02/mcp-server-salesforce · current release

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Observation

Observed 2026-08-18T00:03:28.094Z using mcpSecurity-inventory. Status: succeeded. Negotiated protocol: 2024-11-05.

Server capabilities
{
  "tools": {}
}

Tools 7

ToolCategoryAnnotationsRisk
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_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 Examples: Add Rating__c picklist to Account, Create Account lookup on Custom Object Note: Changes affect metadata and require proper permissions
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
    }
  },
  "required": [
    "operation",
    "objectName",
    "fieldName"
  ]
}
—— · ——
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_query_recordsQuery records from any Salesforce object using SOQL, including relationship queries. 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_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"
  ]
}
—— · ——

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