Salesforce
Summary
This Salesforce MCP server, developed as an open-source project, enables AI assistants to interact with Salesforce data and operations through the Salesforce REST API. It provides a streamlined interface for executing SOQL queries, retrieving object metadata, and performing CRUD operations on Salesforce records. The server abstracts the complexities of Salesforce authentication and API calls, offering a set of high-level functions that simplify data access and manipulation. By connecting AI systems with real-time Salesforce data, this implementation facilitates tasks such as customer data analysis, sales pipeline management, and automated CRM updates. It is particularly useful for AI applications requiring integration with Salesforce, such as intelligent sales assistants, automated reporting tools, or any system that needs to programmatically interact with Salesforce data.
Available Actions(5)
query
Execute SOQL queries against your Salesforce instance. Parameters: query (string)
describe-object
Get metadata about a Salesforce object. Parameters: objectName (string)
create
Create a new record. Parameters: objectName (string), data (object containing fields and their values)
update
Update an existing record. Parameters: objectName (string), data (object containing fields and their updated values, including Id)
delete
Delete a record. Parameters: objectName (string), id (string)
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