Salesforce Cloud
Connects Claude to your Salesforce org via OAuth, exposing SOQL queries, opportunity CRUD, account lookups, and file downloads from ContentVersion objects. Built on top of jsforce with pagination support baked in. Includes higher-level tools like opportunity intelligence (finding similar deals, analyzing engagement patterns), conversation analysis across activities, and business case document generation. You get object metadata inspection with describe_object to discover custom fields, which matters since most orgs have fields like Implementation_Status__c that don't match standard schemas. Reach for this when you want Claude to search your pipeline, analyze deal velocity, or pull recommendations from historical win patterns without building custom API wrappers.
- GitHub stars
- 6
- tools
- 15
- auth
- Secret needed
- transport
- STDIO
- env vars
- 5
- last updated
- Aug 31, 2026
Tools
15 toolsPublic tool metadata for what this MCP can expose to an agent.
search_fieldsFind the field(s) that carry a concept when you know what you want to query but not the API name.
Find the field(s) that carry a concept when you know what you want to query but not the API name.
No parameter schema in public metadata yet.
execute_soqlExecute a SOQL query with pagination support.
Execute a SOQL query with pagination support.
No parameter schema in public metadata yet.
describe_objectGet metadata about a Salesforce object with optional field information.
Get metadata about a Salesforce object with optional field information.
No parameter schema in public metadata yet.
create_recordCreate a new record in Salesforce.
Create a new record in Salesforce.
No parameter schema in public metadata yet.
update_recordUpdate an existing record in Salesforce.
Update an existing record in Salesforce.
No parameter schema in public metadata yet.
delete_recordDelete a record from Salesforce.
Delete a record from Salesforce.
No parameter schema in public metadata yet.
get_user_infoGet information about the current user. No parameters required.
Get information about the current user. No parameters required.
No parameter schema in public metadata yet.
list_objectsList all available Salesforce objects with pagination support.
List all available Salesforce objects with pagination support.
No parameter schema in public metadata yet.
search_opportunitiesSearch for Salesforce opportunities using flexible criteria and pattern matching.
Search for Salesforce opportunities using flexible criteria and pattern matching.
No parameter schema in public metadata yet.
get_opportunity_detailsGet detailed information about a specific opportunity including all available fields and related records.
Get detailed information about a specific opportunity including all available fields and related records.
No parameter schema in public metadata yet.
analyze_conversationAnalyze conversation activity and engagement patterns for an opportunity.
Analyze conversation activity and engagement patterns for an opportunity.
No parameter schema in public metadata yet.
enrich_opportunityEnrich an opportunity with market intelligence, industry insights, and strategic recommendations based on similar deal patterns and best practices.
Enrich an opportunity with market intelligence, industry insights, and strategic recommendations based on similar deal patterns and best practices.
No parameter schema in public metadata yet.
find_similar_opportunitiesFind opportunities similar to a reference opportunity or based on specific criteria.
Find opportunities similar to a reference opportunity or based on specific criteria.
No parameter schema in public metadata yet.
opportunity_insightsGenerate detailed insights and analytics from opportunity data including pipeline health, performance metrics, and trends.
Generate detailed insights and analytics from opportunity data including pipeline health, performance metrics, and trends.
No parameter schema in public metadata yet.
generate_business_caseGenerate a professional business case document for an opportunity.
Generate a professional business case document for an opportunity.
No parameter schema in public metadata yet.
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SF_CLIENT_ID*secretSalesforce Connected App client ID
SF_CLIENT_SECRET*secretSalesforce Connected App client secret
SF_USERNAMESalesforce username (if set, uses password flow; otherwise client credentials flow)
SF_PASSWORDsecretSalesforce password (required with SF_USERNAME for password flow)
SF_LOGIN_URL*Your Salesforce My Domain URL (e.g., https://company.my.salesforce.com)
Readme
🌩️ Salesforce MCP Server
This MCP (Model Context Protocol) server provides AI-powered tools for interacting with Salesforce, featuring opportunity intelligence, conversation analysis, business case generation, and standard CRUD operations. Built with pagination support and optimized response structures for AI workflows.
🎯 What This Means for You
Imagine having a sales expert that instantly knows everything about your deals and can give you winning strategies. That's what this AI does with your Salesforce data.
💬 Just Chat Naturally - No Technical Skills Needed
You say: "Show me all Microsoft deals over $100K in the proposal stage"
AI does: Searches your entire Salesforce database and returns matching opportunities
You say: "How's the engagement on the Acme deal? Are we talking to the right people?"
AI does: Analyzes all your calls, emails, and activities to give engagement insights
You say: "Find me deals similar to this opportunity that we won"
AI does: Scans your database for similar successful deals and success patterns
Details
- Repository
- github.com/aaronsb/salesforce-cloud
- Website
- github.com/aaronsb/salesforce-cloud#readme
- Categories
- Sales & Marketing, Monitoring & Observability, Finance & Commerce
- Package
@aaronsb/salesforce-cloud-mcp- Transport
- STDIO
- Auth
- Required
- Registry
- MCP registry, active
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