@mindstone-engineering/mcp-server-salesforce

@mindstone-engineering/mcp-server-salesforce

Salesforce CRM MCP server — accounts, contacts, opportunities, leads, tasks, users, and custom objects via the Salesforce API.

Installation

npx -y @mindstone-engineering/mcp-server-salesforce

Configuration

OAuth (Recommended)

Set these environment variables:

• SALESFORCE_CLIENT_ID — Your Salesforce Connected App client ID
• SALESFORCE_CLIENT_SECRET — Your Salesforce Connected App client secret
• SALESFORCE_SANDBOX — Set to "true" for sandbox environments (optional)

Then call salesforce_connect_account to start the OAuth flow.

Manual Token

• SALESFORCE_ACCESS_TOKEN — A valid Salesforce access token
• SALESFORCE_INSTANCE_URL — Your Salesforce instance URL (e.g., https://mycompany.my.salesforce.com)

Additional Options

• SALESFORCE_CONFIG_DIR — Custom config directory (default: ~/.mcp/salesforce)

Available Tools (26)

Account Management

• salesforce_connect_account — Connect a Salesforce account via OAuth
• salesforce_list_connected_accounts — List connected accounts
• salesforce_disconnect_account — Disconnect an account

CRM Accounts

• salesforce_get_accounts — Get CRM accounts with filters
• salesforce_create_account — Create a CRM account
• salesforce_update_account — Update a CRM account

Contacts

• salesforce_get_contacts — Get contacts with filters
• salesforce_create_contact — Create a contact
• salesforce_update_contact — Update a contact

Opportunities

• salesforce_get_opportunities — Get opportunities with filters
• salesforce_create_opportunity — Create an opportunity
• salesforce_update_opportunity — Update an opportunity

Leads

• salesforce_get_leads — Get leads with filters
• salesforce_create_lead — Create a lead
• salesforce_convert_lead — Convert a lead to Account + Contact
• salesforce_update_lead — Update a lead

Tasks

• salesforce_get_tasks — Get tasks with filters
• salesforce_create_task — Create a task
• salesforce_update_task — Update a task

Users

• salesforce_get_users — Get Salesforce users

Query & Schema

• salesforce_query — Execute raw SOQL queries
• salesforce_describe_object — Get object metadata and fields
• salesforce_list_objects — List available Salesforce objects

Generic CRUD

• salesforce_create_record — Create any Salesforce record
• salesforce_update_record — Update any Salesforce record
• salesforce_get_records — Query any Salesforce object

License

FSL-1.1-MIT