Salesforce MCP Server

salesforce_search_all

Search 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

salesforce_dml_records

Perform 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

salesforce_manage_field

Create 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

salesforce_manage_object

Create 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

salesforce_query_records

Query 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")

salesforce_search_objects

Search for Salesforce standard and custom objects by name pattern. Examples: 'Account' will find Account, AccountHistory; 'Order' will find WorkOrder, ServiceOrder__c etc.

salesforce_describe_object

Get 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.