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mindstone/mcp-servers

Connects to Salesforce via the REST API to expose CRM operations for accounts, contacts, opportunities, leads, tasks, users, and custom objects. Built by Mindstone as part of a 35-connector suite that emphasizes security hardening (pinned dependencies, OIDC provenance, no publish-time scripts). You'd reach for this when you want an LLM to query pipeline data, update records, or orchestrate workflows across your Salesforce org without building custom integrations. The server uses stdio transport and supports multi-account scenarios. Part of the broader Mindstone collection that includes similar treatment for HubSpot, Microsoft 365, Google Workspace, and other SaaS platforms.

tools
80
auth
Secret needed
transport
STDIO
env vars
8
last updated
Nov 6, 2026
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Tools

80 tools

Public tool metadata for what this MCP can expose to an agent.

SALESFORCE_ACCOUNT_CREATION_WITH_CONTENT_TYPE_OPTIONDEPRECATED: Creates a new Salesforce Account using a JSON POST request, requiring 'Name'; specific fields (e.g., custom, DunsNumber) may have org-level prerequisites.66 params

DEPRECATED: Creates a new Salesforce Account using a JSON POST request, requiring 'Name'; specific fields (e.g., custom, DunsNumber) may have org-level prerequisites.

Parameters* required
AccountNumberstring
Account number assigned to this account (max 40 chars).
AccountSourcestring
Origin source of the account record (admin-defined picklist, values max 40 chars).
Active__cstring
Custom field indicating if the account is active.
AnnualRevenueinteger
Estimated annual revenue.
BillingCitystring
City for the billing address (max 40 chars).
BillingCountrystring
Country for the billing address (max 80 chars).
BillingGeocodeAccuracystring
Accuracy level of the geocode for the billing address.
BillingLatitudeinteger
Latitude for the billing address (-90 to 90, up to 15 decimal places).
BillingLongitudeinteger
Longitude for the billing address (-180 to 180, up to 15 decimal places).
BillingPostalCodestring
Postal code for the billing address (max 20 chars).
BillingStatestring
State or province for the billing address (max 80 chars).
BillingStreetstring
Street address for the billing location.
CleanStatusstring
Data quality status compared with Data.com.
CreatedByIdstring
ID of the user who created the account (read-only).
CreatedDatestring
Date and time of account creation (read-only).
CustomerPriority__cstring
Custom field for customer priority (e.g., High, Medium, Low).
DandbCompanyIdstring
Associated Dun & Bradstreet company ID for D&B integration (read-only).
Descriptionstring
Text description of the account (max 32,000 chars).
DunsNumberstring
D-U-N-S number (9-digit identifier, max 9 chars). For business accounts. Requires Data.com Prospector/Clean.
Faxstring
Fax number for the account.

+46 more parameters. See the server's own documentation for the full schema.

SALESFORCE_ADD_CONTACT_TO_CAMPAIGNAdds a contact to a campaign by creating a CampaignMember record, allowing you to track campaign engagement.3 params

Adds a contact to a campaign by creating a CampaignMember record, allowing you to track campaign engagement.

Parameters* required
campaign_idstring
The Salesforce ID of the campaign to add the contact to.
contact_idstring
The Salesforce ID of the contact to add to the campaign.
statusstring
The status of the campaign member. Common values include 'Sent', 'Responded'. The available statuses depend on campaign configuration.default: Sent
SALESFORCE_ADD_LEAD_TO_CAMPAIGNAdds a lead to a campaign by creating a CampaignMember record, allowing you to track campaign engagement.3 params

Adds a lead to a campaign by creating a CampaignMember record, allowing you to track campaign engagement.

Parameters* required
campaign_idstring
The Salesforce ID of the campaign to add the lead to.
lead_idstring
The Salesforce ID of the lead to add to the campaign.
statusstring
The status of the campaign member. Common values include 'Sent', 'Responded'. The available statuses depend on campaign configuration.default: Sent
SALESFORCE_ADD_OPPORTUNITY_LINE_ITEMAdds a product (line item) to an opportunity. The product must exist in a pricebook entry that's associated with the opportunity's pricebook.8 params

Adds a product (line item) to an opportunity. The product must exist in a pricebook entry that's associated with the opportunity's pricebook.

Parameters* required
descriptionstring
Optional description for this line item.default:
discountnumber
Discount percentage (0-100). Cannot be used with TotalPrice.
opportunity_idstring
The Salesforce ID of the opportunity to add a product to.
pricebook_entry_idstring
The ID of the PricebookEntry that contains the product and price information. This links to a specific product in a specific pricebook.
quantitynumber
The quantity of the product to add.
service_datestring
Service date for the product in YYYY-MM-DD format.
total_pricenumber
The total price for this line item. Cannot be used with UnitPrice or Discount.
unit_pricenumber
The sales price per unit. If not specified, uses the standard price from the pricebook entry.
SALESFORCE_APPLY_LEAD_ASSIGNMENT_RULESApplies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.1 params

Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.

Parameters* required
lead_idstring
The Salesforce ID of the lead to apply assignment rules to.
SALESFORCE_ASSOCIATE_CONTACT_TO_ACCOUNTAssociates a contact with an account by updating the contact's AccountId field.2 params

Associates a contact with an account by updating the contact's AccountId field.

Parameters* required
account_idstring
The Salesforce ID of the account to associate the contact with.
contact_idstring
The Salesforce ID of the contact to associate with an account.
SALESFORCE_CLONE_OPPORTUNITY_WITH_PRODUCTSClones an opportunity and optionally its products (line items). Creates a new opportunity with the same field values and products as the original.5 params

Clones an opportunity and optionally its products (line items). Creates a new opportunity with the same field values and products as the original.

Parameters* required
clone_productsboolean
Whether to clone the opportunity's products (line items). Set to false to clone only the opportunity.default: true
close_datestring
Close date for the cloned opportunity in YYYY-MM-DD format. If not specified, uses original close date.
new_namestring
Name for the cloned opportunity. If not specified, will append 'Clone of' to original name.default:
opportunity_idstring
The ID of the opportunity to clone.
stage_namestring
Stage for the cloned opportunity. If not specified, uses original stage.default:
SALESFORCE_CLONE_RECORDCreates a copy of an existing Salesforce record by reading its data, removing system fields, and creating a new record. Optionally apply field updates to the clone.3 params

Creates a copy of an existing Salesforce record by reading its data, removing system fields, and creating a new record. Optionally apply field updates to the clone.

Parameters* required
field_updatesstring
Optional field updates to apply to the cloned record as a JSON string. Use this to modify specific fields in the clone. Example: '{"Name": "Clone of Original", "Status": "New"}'
object_typestring
The Salesforce object type to clone (e.g., Account, Contact, Lead, Opportunity).
record_idstring
The ID of the record to clone.
SALESFORCE_COMPLETE_TASKMarks a task as completed with optional completion notes. This is a convenience action that updates the task status to 'Completed'.2 params

Marks a task as completed with optional completion notes. This is a convenience action that updates the task status to 'Completed'.

Parameters* required
completion_notesstring
Optional notes to add about the task completion. Will be appended to existing description.default:
task_idstring
The Salesforce ID of the task to mark as completed.
SALESFORCE_CREATE_ACCOUNTCreates a new account in Salesforce with the specified information.22 params

Creates a new account in Salesforce with the specified information.

Parameters* required
account_sourcestring
Source of the account.default:
annual_revenuenumber
Estimated annual revenue.
billing_citystring
Billing address city.default:
billing_countrystring
Billing address country.default:
billing_postal_codestring
Billing address postal/zip code.default:
billing_statestring
Billing address state/province.default:
billing_streetstring
Billing address street.default:
descriptionstring
Text description of the account.default:
faxstring
Fax number.default:
industrystring
Industry the account belongs to.default:
namestring
Account name (required field in Salesforce).
number_of_employeesinteger
Number of employees.
parent_idstring
ID of the parent account if this is a subsidiary. Must be a valid Salesforce Account Id (15- or 18-character).default:
phonestring
Main phone number.default:
shipping_citystring
Shipping address city.default:
shipping_countrystring
Shipping address country.default:
shipping_postal_codestring
Shipping address postal/zip code.default:
shipping_statestring
Shipping address state/province.default:
shipping_streetstring
Shipping address street.default:
sic_descstring
Standard Industrial Classification (SIC) description.default:

+2 more parameters. See the server's own documentation for the full schema.

SALESFORCE_CREATE_CAMPAIGNCreates a new campaign in Salesforce with the specified information.13 params

Creates a new campaign in Salesforce with the specified information.

Parameters* required
actual_costnumber
Actual cost spent on the campaign.default: 0
budgeted_costnumber
Budgeted cost for the campaign.default: 0
descriptionstring
Detailed description of the campaign.default:
end_datestring
Campaign end date in YYYY-MM-DD format.default:
expected_responsenumber
Expected response rate as a percentage.default: 0
expected_revenuenumber
Expected revenue from the campaign.default: 0
is_activeboolean
Whether the campaign is currently active.default: false
namestring
Campaign name (required field in Salesforce).
number_sentnumber
Number of individuals targeted by the campaign.default: 0
parent_idstring
ID of the parent campaign if this is a child campaign.default:
start_datestring
Campaign start date in YYYY-MM-DD format.default:
statusstring
Current status of the campaign.default:
typestring
Type of campaign.default:
SALESFORCE_CREATE_CAMPAIGN_RECORD_VIA_POSTDEPRECATED: Creates a new campaign record in Salesforce; if 'ParentId' is provided, it must be a valid ID of an existing Campaign record, and if 'OwnerId' is provided, it must be a valid ID of an active User.35 params

DEPRECATED: Creates a new campaign record in Salesforce; if 'ParentId' is provided, it must be a valid ID of an existing Campaign record, and if 'OwnerId' is provided, it must be a valid ID of an active User.

Parameters* required
ActualCostinteger
Actual cost of the campaign, in the organization's currency.
AmountAllOpportunitiesinteger
Read-only. Total monetary amount of all opportunities (including closed/won) in this campaign, in organization's currency. Label: Value Opportunities in Campaign.
AmountWonOpportunitiesinteger
Read-only. Total monetary amount of closed/won opportunities in this campaign, in organization's currency. Label: Value Won Opportunities in Campaign.
BudgetedCostinteger
Budgeted cost for this campaign, in the organization's currency.
CampaignMemberRecordTypeIdstring
Record type ID for associated CampaignMember records, determining their fields and layout.
CreatedByIdstring
Read-only. ID of the user who created this campaign record.
CreatedDatestring
Read-only. Creation date and time (ISO 8601).
Descriptionstring
Detailed description of the campaign (limit 32KB; first 255 characters displayed in reports).
EndDatestring
Ending date for the campaign (YYYY-MM-DD); responses received after this date are still counted.
ExpectedResponseinteger
Percentage of responses expected from targeted individuals.
ExpectedRevenueinteger
Expected revenue from this campaign, in the organization's currency.
Idstring
Unique identifier for the campaign record, usually system-generated upon creation.
IsActiveboolean
Indicates if the campaign is active. Label: Active.
IsDeletedboolean
Indicates if the campaign record has been deleted.
LastActivityDatestring
Read-only. Most recent activity date (event due date or closed task due date, YYYY-MM-DD).
LastModifiedByIdstring
Read-only. ID of the user who last modified this campaign record.
LastModifiedDatestring
Read-only. Last modification date and time (ISO 8601).
LastReferencedDatestring
Read-only. Timestamp of current user's last access to this record, a related record, or a list view (ISO 8601).
LastViewedDatestring
Read-only. Timestamp of current user's last view of this record/list view (ISO 8601). Null if only accessed (see LastReferencedDate) but not viewed.
Namestring
Required. Name of the campaign (limit 80 characters).

+15 more parameters. See the server's own documentation for the full schema.

SALESFORCE_CREATE_CONTACTCreates a new contact in Salesforce with the specified information.16 params

Creates a new contact in Salesforce with the specified information.

Parameters* required
account_idstring
ID of the Account this contact is associated with.default:
birthdatestring
Contact's birthdate in YYYY-MM-DD format.default:
departmentstring
Contact's department.default:
descriptionstring
Additional notes or description about the contact.default:
emailstring
Contact's email address.default:
first_namestring
Contact's first name.default:
last_namestring
Contact's last name (required field in Salesforce).
lead_sourcestring
Source from which this contact originated.default:
mailing_citystring
Contact's mailing city.default:
mailing_countrystring
Contact's mailing country.default:
mailing_postal_codestring
Contact's mailing postal/zip code.default:
mailing_statestring
Contact's mailing state/province.default:
mailing_streetstring
Contact's mailing street address.default:
mobile_phonestring
Contact's mobile phone number.default:
phonestring
Contact's primary phone number.default:
titlestring
Contact's job title.default:
SALESFORCE_CREATE_LEADCreates a new lead in Salesforce with the specified information.19 params

Creates a new lead in Salesforce with the specified information.

Parameters* required
annual_revenuenumber
Lead's company annual revenue.default: 0
citystring
Lead's city.default:
companystring
Lead's company name (required field in Salesforce).
countrystring
Lead's country.default:
descriptionstring
Additional notes or description about the lead.default:
emailstring
Lead's email address.default:
first_namestring
Lead's first name.default:
industrystring
Lead's industry.default:
last_namestring
Lead's last name (required field in Salesforce).
lead_sourcestring
Source of the lead.default:
number_of_employeesinteger
Number of employees at lead's company.default: 0
phonestring
Lead's phone number.default:
postal_codestring
Lead's postal/zip code.default:
ratingstring
Lead rating.default:
statestring
Lead's state/province.default:
statusstring
Lead status.default:
streetstring
Lead's street address.default:
titlestring
Lead's job title.default:
websitestring
Lead's company website.default:
SALESFORCE_CREATE_LEAD_WITH_SPECIFIED_CONTENT_TYPEDEPRECATED: Creates a new Lead in Salesforce, requiring `LastName` and `Company` unless person accounts are enabled and `Company` is null.54 params

DEPRECATED: Creates a new Lead in Salesforce, requiring `LastName` and `Company` unless person accounts are enabled and `Company` is null.

Parameters* required
AnnualRevenueinteger
Annual revenue of the lead’s company.
Citystring
City for the address.
CleanStatusstring
Record's clean status compared with Data.com (e.g., Matched, Different, Pending).
Companystring
Company name (up to 255 characters). If person accounts are enabled and this is null, lead converts to a person account.
CompanyDunsNumberstring
D-U-N-S number (unique 9-digit business ID; max 9 chars). Available if Data.com Prospector/Clean used.
ConvertedAccountIdstring
ID of the Account object from conversion. Read-only.
ConvertedContactIdstring
ID of the Contact object from conversion. Read-only.
ConvertedDatestring
Conversion date. Read-only; set upon conversion.
ConvertedOpportunityIdstring
ID of the Opportunity from conversion. Read-only.
Countrystring
Country for the address.
CreatedByIdstring
ID of user who created this. System-generated, read-only.
CreatedDatestring
Creation timestamp. System-generated, read-only.
CurrentGenerators__cstring
Custom field for information about current generators or similar equipment/services.
DandbCompanyIdstring
Associated D&B Company record ID. Available if Data.com used.
Descriptionstring
Description (up to 32,000 characters).
Emailstring
Email address.
EmailBouncedDatestring
Date/time of last email bounce (if bounce management active).
EmailBouncedReasonstring
Reason for last email bounce (if bounce management active).
FirstNamestring
First name (up to 40 characters).
IndividualIdstring
Associated data privacy record ID. Available if Data Protection/Privacy enabled.

+34 more parameters. See the server's own documentation for the full schema.

SALESFORCE_CREATE_NEW_CONTACT_WITH_JSON_HEADERDEPRECATED: Creates a new Contact in Salesforce; 'LastName' is required, an existing 'AccountId' must be used if provided, and any custom fields (ending with '__c') must be predefined.63 params

DEPRECATED: Creates a new Contact in Salesforce; 'LastName' is required, an existing 'AccountId' must be used if provided, and any custom fields (ending with '__c') must be predefined.

Parameters* required
AccountIdstring
Parent Account ID; must exist if specified. Caution advised when changing for portal-enabled contacts.
AssistantNamestring
Assistant's name.
AssistantPhonestring
Assistant's phone.
Birthdatestring
Birthdate (YYYY-MM-DD). SOQL queries ignore year for date comparisons (e.g., `Birthdate > TODAY`).
CleanStatusstring
Record's clean status compared to Data.com (e.g., 'Matched' may appear as 'In Sync' in UI).
ContactSourcestring
Source of contact information, for more granular tracking than LeadSource.
CreatedByIdstring
Read-only: ID of user who created contact.
CreatedDatestring
Read-only: Timestamp of contact creation.
Departmentstring
Contact's department.
Descriptionstring
Description (up to 32KB). Label: Contact Description.
Emailstring
Email address.
EmailBouncedDatestring
Date and time of email bounce, if bounce management is active and an email bounced.
EmailBouncedReasonstring
Reason for email bounce, if bounce management is active and an email bounced.
Faxstring
Primary business fax. Label: Business Fax.
FirstNamestring
Contact's first name (up to 40 characters).
HomePhonestring
Home phone.
Idstring
Unique contact identifier, system-generated; omit for new contact creation.
IndividualIdstring
ID of associated data privacy record. Available if Data Protection & Privacy enabled.
IsDeletedboolean
Read-only: True if contact is in Recycle Bin. Label: Deleted.
IsEmailBouncedboolean
True if email bounced; bounce management must be active.

+43 more parameters. See the server's own documentation for the full schema.

SALESFORCE_CREATE_NOTECreates a new note attached to a Salesforce record with the specified title and content.5 params

Creates a new note attached to a Salesforce record with the specified title and content.

Parameters* required
bodystring
Body/content of the note. Can contain detailed text information.default:
is_privateboolean
Whether the note should be private (only visible to owner and users with Modify All Data permission).default: false
owner_idstring
ID of the user who will own the note. Defaults to the current user if not specified.default:
parent_idstring
ID of the record to attach the note to (required field in Salesforce). Can be any record that supports notes like Account, Contact, Lead, Opportunity, etc.
titlestring
Title of the note (required field in Salesforce).
SALESFORCE_CREATE_NOTE_RECORD_WITH_CONTENT_TYPE_HEADERDEPRECATED: Creates a new Note record in Salesforce, associated with an existing Salesforce object via `ParentId`, automatically including a `Content-Type: application/json` header.14 params

DEPRECATED: Creates a new Note record in Salesforce, associated with an existing Salesforce object via `ParentId`, automatically including a `Content-Type: application/json` header.

Parameters* required
Bodystring
Content or body of the note.
CreatedByIdstring
ID of the user who created the note (system-generated, read-only on create).
CreatedDatestring
Timestamp of note creation (system-generated, read-only on create).
Idstring
Unique identifier for the Note object, typically auto-generated and not provided in the request.
IsDeletedboolean
Indicates if the object is in the Recycle Bin. Label is Deleted.
IsPrivateboolean
If true, restricts note visibility to the owner or users with "Modify All Data" permission. Label is Private.
LastModifiedByIdstring
ID of the user who last modified the note (system-generated).
LastModifiedDatestring
Timestamp of last modification (system-generated).
OwnerIdstring
ID of the Salesforce User who will own the note; defaults to the API user.
ParentIdstring
ID of the parent Salesforce record (e.g., Account, Contact) to which this note is related; must reference an existing record.
SystemModstampstring
Timestamp of last system change (system-generated).
Titlestring
Title of the note.
attributes__typestring
SObject type, should be 'Note' if provided. Corresponds to `attributes.type` in the JSON body.
attributes__urlstring
API URL for the SObject. Corresponds to `attributes.url` in the JSON body (typically read-only).
SALESFORCE_CREATE_OPPORTUNITYCreates a new opportunity in Salesforce with the specified information.12 params

Creates a new opportunity in Salesforce with the specified information.

Parameters* required
account_idstring
ID of the Account this opportunity is associated with.default:
amountnumber
Estimated total sale amount.default: 0
close_datestring
Expected close date in YYYY-MM-DD format (required field in Salesforce).
contact_idstring
ID of the primary Contact for this opportunity.default:
descriptionstring
Text description of the opportunity.default:
lead_sourcestring
Source of the opportunity.default:
namestring
Opportunity name (required field in Salesforce).
next_stepstring
Description of next step in sales process.default:
pricebook2_idstring
ID of the price book for this opportunity.default:
probabilitynumber
Percentage probability of closing (0-100).default: 0
stage_namestring
Current stage of the opportunity (required field in Salesforce).
typestring
Type of opportunity.default:
SALESFORCE_CREATE_OPPORTUNITY_RECORDDEPRECATED: Creates a new Opportunity record in Salesforce; `Name`, `StageName`, and `CloseDate` are mandatory, and ensure any referenced IDs (e.g., `AccountId`, `CampaignId`) are valid and corresponding Salesforce features are enabled if used.48 params

DEPRECATED: Creates a new Opportunity record in Salesforce; `Name`, `StageName`, and `CloseDate` are mandatory, and ensure any referenced IDs (e.g., `AccountId`, `CampaignId`) are valid and corresponding Salesforce features are enabled if used.

Parameters* required
AccountIdstring
ID of the linked Account. Often crucial for creating a valid opportunity.
Amountinteger
Estimated total sale amount. If products are involved, this may be auto-calculated, and direct updates might be ignored.
CampaignIdstring
ID of the influencing Campaign. Ensure Campaign feature is enabled and ID is valid.
CloseDatestring
Expected close date (YYYY-MM-DD). Required.
ContactIdstring
ID of the primary Contact. Set only during creation. Use OpportunityContactRole object to modify or add other contacts later.
CreatedByIdstring
Read-only. ID of the user who created this record. Auto-set by Salesforce.
CreatedDatestring
Read-only. Creation timestamp. Auto-set by Salesforce.
CurrentGenerators__cstring
Custom field: Information on current generators.
DeliveryInstallationStatus__cstring
Custom field: Delivery or installation status.
Descriptionstring
Detailed text description. Limit: 32,000 characters.
ExpectedRevenueinteger
Read-only. Calculated as Amount * Probability. Cannot be set during creation.
Fiscalstring
Fiscal period ('YYYY Q' format, e.g., '2024 1') based on CloseDate. Used if standard fiscal year settings not enabled. Often auto-derived.
FiscalQuarterinteger
Fiscal quarter (1-4) of CloseDate. Often auto-derived from CloseDate based on org's fiscal year settings.
FiscalYearinteger
Fiscal year (e.g., 2024) of CloseDate. Often auto-derived from CloseDate based on org's fiscal year settings.
ForecastCategorystring
Forecast category (e.g., 'Pipeline', 'Best Case'). Often implied by StageName. For API v12.0+, typically set via ForecastCategoryName. Values depend on Salesforce configuration.
ForecastCategoryNamestring
Name of the forecast category (e.g., 'Pipeline'). API v12.0+. Often implied by StageName but can be overridden. Typically determines ForecastCategory.
HasOpenActivityboolean
Read-only. Indicates if open activities (Events or Tasks) exist. API v35.0+.
HasOpportunityLineItemboolean
Read-only. Indicates if associated line items (products) exist. System-managed; ignored during creation.
HasOverdueTaskboolean
Read-only. Indicates if overdue Tasks exist. API v35.0+.
Idstring
System-generated unique identifier. Typically not provided during creation; providing it may be ignored or cause an error.

+28 more parameters. See the server's own documentation for the full schema.

SALESFORCE_CREATE_TASKCreates a new task in Salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.10 params

Creates a new task in Salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.

Parameters* required
activity_datestring
Due date for the task in YYYY-MM-DD format.
descriptionstring
Detailed description or notes for the task.default:
is_reminder_setboolean
Whether to set a reminder for this task.default: false
owner_idstring
ID of the user who owns the task. Defaults to current user if not specified.default:
prioritystring
Priority level of the task.default: Normal
reminder_date_timestring
Date and time for the reminder in ISO format (YYYY-MM-DDTHH:MM:SS). Required if is_reminder_set is true.
statusstring
Status of the task.default: Not Started
subjectstring
Subject/title of the task.
what_idstring
ID of the related record (Account, Opportunity, Case, etc.) this task is associated with.default:
who_idstring
ID of the Contact or Lead this task is associated with.default:
SALESFORCE_DELETE_ACCOUNTPermanently deletes an account from Salesforce. This action cannot be undone.1 params

Permanently deletes an account from Salesforce. This action cannot be undone.

Parameters* required
account_idstring
The Salesforce ID of the account to delete.
SALESFORCE_DELETE_A_LEAD_OBJECT_BY_ITS_IDDEPRECATED: Permanently deletes an existing Lead object from Salesforce using its unique ID.1 params

DEPRECATED: Permanently deletes an existing Lead object from Salesforce using its unique ID.

Parameters* required
idstring
The unique 15-character or 18-character ID of the Lead object to be deleted. Lead object IDs typically start with the prefix '00Q'. This is a required path parameter.
SALESFORCE_DELETE_CAMPAIGNPermanently deletes a campaign from Salesforce. This action cannot be undone.1 params

Permanently deletes a campaign from Salesforce. This action cannot be undone.

Parameters* required
campaign_idstring
The Salesforce ID of the campaign to delete.
SALESFORCE_DELETE_CONTACTPermanently deletes a contact from Salesforce. This action cannot be undone.1 params

Permanently deletes a contact from Salesforce. This action cannot be undone.

Parameters* required
contact_idstring
The Salesforce ID of the contact to delete.
SALESFORCE_DELETE_LEADPermanently deletes a lead from Salesforce. This action cannot be undone.1 params

Permanently deletes a lead from Salesforce. This action cannot be undone.

Parameters* required
lead_idstring
The Salesforce ID of the lead to delete.
SALESFORCE_DELETE_NOTEPermanently deletes a note from Salesforce. This action cannot be undone.1 params

Permanently deletes a note from Salesforce. This action cannot be undone.

Parameters* required
note_idstring
The Salesforce ID of the note to delete.
SALESFORCE_DELETE_OPPORTUNITYPermanently deletes an opportunity from Salesforce. This action cannot be undone.1 params

Permanently deletes an opportunity from Salesforce. This action cannot be undone.

Parameters* required
opportunity_idstring
The Salesforce ID of the opportunity to delete.
SALESFORCE_EXECUTE_SOQL_QUERYDEPRECATED: Executes the provided SOQL query against Salesforce; the query must begin with 'SELECT'.1 params

DEPRECATED: Executes the provided SOQL query against Salesforce; the query must begin with 'SELECT'.

Parameters* required
soql_querystring
The SOQL (Salesforce Object Query Language) query to execute. Example: 'SELECT Id, Name, Email FROM Contact WHERE Name LIKE '%John%' LIMIT 10'. Make sure to follow SOQL syntax and escape single quo...
SALESFORCE_FETCH_ACCOUNT_BY_ID_WITH_QUERYDEPRECATED: Use this action to retrieve a Salesforce Account by its unique ID, which must be a valid and existing Salesforce Account ID; you can optionally specify a comma-delimited list of fields to return.2 params

DEPRECATED: Use this action to retrieve a Salesforce Account by its unique ID, which must be a valid and existing Salesforce Account ID; you can optionally specify a comma-delimited list of fields to return.

Parameters* required
fieldsstring
Optional comma-delimited list of Account field names to retrieve (e.g., 'Name,BillingCity,Industry'). If unspecified, null, or empty, all accessible Account fields are returned.
idstring
Unique identifier (ID) of the Salesforce Account to retrieve.
SALESFORCE_FETCH_MODIFIED_OR_UNMODIFIED_SOBJECTSDEPRECATED: Fetches SObjects from `/sobjects` based on caller-set 'If-Modified-Since' (returns objects modified after a date, or 304 status if none) or 'If-Unmodified-Since' (returns objects if unmodified since a date, or 412 status if modified) HTTP headers.2 params

DEPRECATED: Fetches SObjects from `/sobjects` based on caller-set 'If-Modified-Since' (returns objects modified after a date, or 304 status if none) or 'If-Unmodified-Since' (returns objects if unmodified since a date, or 412 status if modified) HTTP headers.

Parameters* required
If-Modified-Sincestring
Fetch sObjects modified after this RFC3339 datetime string.
If-Unmodified-Sincestring
Fetch sObjects unmodified since this RFC3339 datetime string.
SALESFORCE_GET_ACCOUNTRetrieves a specific account by ID from Salesforce, returning all available fields.1 params

Retrieves a specific account by ID from Salesforce, returning all available fields.

Parameters* required
account_idstring
The Salesforce ID of the account to retrieve.
SALESFORCE_GET_CAMPAIGNRetrieves a specific campaign by ID from Salesforce, returning all available fields.1 params

Retrieves a specific campaign by ID from Salesforce, returning all available fields.

Parameters* required
campaign_idstring
The Salesforce ID of the campaign to retrieve.
SALESFORCE_GET_CONTACTRetrieves a specific contact by ID from Salesforce, returning all available fields.2 params

Retrieves a specific contact by ID from Salesforce, returning all available fields.

Parameters* required
contact_idstring
The Salesforce ID of the contact to retrieve.
fieldsstring
Comma-delimited string of Contact field API names to retrieve. If omitted, all fields are returned.
SALESFORCE_GET_DASHBOARDGets detailed metadata for a specific dashboard including its components, layout, and filters.1 params

Gets detailed metadata for a specific dashboard including its components, layout, and filters.

Parameters* required
dashboard_idstring
The Salesforce ID of the dashboard to retrieve.
SALESFORCE_GET_LEADRetrieves a specific lead by ID from Salesforce, returning all available fields.1 params

Retrieves a specific lead by ID from Salesforce, returning all available fields.

Parameters* required
lead_idstring
The Salesforce ID of the lead to retrieve.
SALESFORCE_GET_NOTERetrieves a specific note by ID from Salesforce, returning all available fields.1 params

Retrieves a specific note by ID from Salesforce, returning all available fields.

Parameters* required
note_idstring
The Salesforce ID of the note to retrieve.
SALESFORCE_GET_NOTE_BY_ID_WITH_FIELDSDEPRECATED: Retrieves a Salesforce Note object by its ID, optionally specifying which fields to return; the Note ID must exist.2 params

DEPRECATED: Retrieves a Salesforce Note object by its ID, optionally specifying which fields to return; the Note ID must exist.

Parameters* required
fieldsstring
Comma-delimited API names of fields for the Note object (e.g., 'Title,Body'). If omitted, all accessible fields are retrieved.
idstring
Unique identifier (ID) of the Note object to retrieve.
SALESFORCE_GET_OPPORTUNITYRetrieves a specific opportunity by ID from Salesforce, returning all available fields.2 params

Retrieves a specific opportunity by ID from Salesforce, returning all available fields.

Parameters* required
fieldsstring
Comma-delimited string of Opportunity field API names to retrieve. If omitted, all fields are returned.
opportunity_idstring
The Salesforce ID of the opportunity to retrieve.
SALESFORCE_GET_REPORTGets detailed metadata for a specific report including its structure, columns, filters, and groupings.1 params

Gets detailed metadata for a specific report including its structure, columns, filters, and groupings.

Parameters* required
report_idstring
The Salesforce ID of the report to retrieve metadata for.
SALESFORCE_GET_REPORT_INSTANCEGets the results of a report instance created by running a report. Check status to see if report has completed.2 params

Gets the results of a report instance created by running a report. Check status to see if report has completed.

Parameters* required
instance_idstring
The report instance ID returned from running a report.
report_idstring
The Salesforce ID of the report.
SALESFORCE_GET_USER_INFORetrieves information about the current user or a specific user in Salesforce.2 params

Retrieves information about the current user or a specific user in Salesforce.

Parameters* required
include_permissionsboolean
Whether to include user permissions in the response (requires additional API call).default: false
user_idstring
The Salesforce User ID to retrieve information for. If not provided, returns current user info.default:
SALESFORCE_LIST_ACCOUNTSLists accounts from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection.1 params

Lists accounts from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection.

Parameters* required
querystring
SOQL query to fetch accounts. Use standard SOQL syntax to filter, sort, and limit results.default: SELECT Id, Name, Type, Industry, Phone, Website, BillingCity, ShippingCity, AnnualRevenue, NumberOfEmployees FROM Account
SALESFORCE_LIST_CAMPAIGNSLists campaigns from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection.1 params

Lists campaigns from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection.

Parameters* required
querystring
SOQL query to fetch campaigns. Use standard SOQL syntax to filter, sort, and limit results.default: SELECT Id, Name, Type, Status, StartDate, EndDate, BudgetedCost, ActualCost, ExpectedRevenue, IsActive, ParentId FROM Campaign
SALESFORCE_LIST_CONTACTSLists contacts from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection.1 params

Lists contacts from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection.

Parameters* required
querystring
SOQL query to fetch contacts. Use standard SOQL syntax to filter, sort, and limit results.default: SELECT Id, FirstName, LastName, Email, Phone, Title, Department, AccountId FROM Contact
SALESFORCE_LIST_DASHBOARDSLists all dashboards available in Salesforce with basic metadata including name, ID, and URLs.

Lists all dashboards available in Salesforce with basic metadata including name, ID, and URLs.

No parameter schema in public metadata yet.

SALESFORCE_LIST_EMAIL_TEMPLATESLists available email templates in Salesforce with filtering and search capabilities.8 params

Lists available email templates in Salesforce with filtering and search capabilities.

Parameters* required
folder_namestring
Filter by folder name to get templates from a specific folder.default:
include_bodyboolean
Whether to include the template body content in results. Note: This may increase response size significantly.default: false
is_active_onlyboolean
Whether to return only active templates. Set to false to include inactive templates.default: true
limitinteger
Maximum number of templates to return.default: 50
order_bystring
Field to sort results by.default: Name
order_directionstring
Sort direction: ASC for ascending, DESC for descending.default: ASC
search_termstring
Search term to filter templates by name. Uses LIKE operator for partial matches.default:
template_typestring
Filter by template type. Common values: text, custom, html, visualforce.default:
SALESFORCE_LIST_LEADSLists leads from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection.1 params

Lists leads from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection.

Parameters* required
querystring
SOQL query to fetch leads. Use standard SOQL syntax to filter, sort, and limit results.default: SELECT Id, FirstName, LastName, Company, Title, Email, Phone, Status, LeadSource, Rating, Industry FROM Lead
SALESFORCE_LIST_NOTESLists notes from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection.1 params

Lists notes from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection.

Parameters* required
querystring
SOQL query to fetch notes. Use standard SOQL syntax to filter, sort, and limit results.default: SELECT Id, Title, Body, IsPrivate, ParentId, OwnerId, CreatedDate, LastModifiedDate FROM Note
SALESFORCE_LIST_OPPORTUNITIESLists opportunities from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection.1 params

Lists opportunities from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection.

Parameters* required
querystring
SOQL query to fetch opportunities. Use standard SOQL syntax to filter, sort, and limit results.default: SELECT Id, Name, StageName, CloseDate, Amount, Probability, Type, LeadSource, AccountId FROM Opportunity
SALESFORCE_LIST_PRICEBOOK_ENTRIESLists pricebook entries from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection. Use this to map product names to pricebook entry IDs needed for opportunity line items.1 params

Lists pricebook entries from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection. Use this to map product names to pricebook entry IDs needed for opportunity line items.

Parameters* required
querystring
SOQL query to fetch pricebook entries. Use standard SOQL syntax to filter, sort, and limit results.default: SELECT Id, Name, Product2Id, Pricebook2Id, UnitPrice, IsActive, ProductCode, Product2.Name FROM PricebookEntry
SALESFORCE_LIST_PRICEBOOKSLists pricebooks from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection. Use this to map pricebook names to IDs.1 params

Lists pricebooks from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection. Use this to map pricebook names to IDs.

Parameters* required
querystring
SOQL query to fetch pricebooks. Use standard SOQL syntax to filter, sort, and limit results.default: SELECT Id, Name, IsActive, IsStandard, Description FROM Pricebook2
SALESFORCE_LIST_REPORTSLists all reports available in Salesforce with basic metadata including name, ID, and URLs.

Lists all reports available in Salesforce with basic metadata including name, ID, and URLs.

No parameter schema in public metadata yet.

SALESFORCE_LOG_CALLLogs a completed phone call as a task in Salesforce with call-specific details like duration, type, and disposition.8 params

Logs a completed phone call as a task in Salesforce with call-specific details like duration, type, and disposition.

Parameters* required
call_datestring
Date of the call in YYYY-MM-DD format. Defaults to today if not specified.
call_dispositionstring
Outcome or result of the call.default:
call_duration_secondsinteger
Duration of the call in seconds.
call_typestring
Type of call made.default: Outbound
commentsstring
Detailed notes or description of what was discussed during the call.default:
subjectstring
Subject line for the call log. Defaults to 'Call'.default: Call
what_idstring
ID of the related record (Account, Opportunity, Case, etc.) associated with the call.default:
who_idstring
ID of the Contact or Lead associated with the call.default:
SALESFORCE_LOG_EMAIL_ACTIVITYCreates an EmailMessage record to log email activity in Salesforce, associating it with related records.14 params

Creates an EmailMessage record to log email activity in Salesforce, associating it with related records.

Parameters* required
bcc_addressstring
BCC email addresses (comma-separated if multiple).default:
cc_addressstring
CC email addresses (comma-separated if multiple).default:
from_addressstring
Email address of the sender.
html_bodystring
HTML body of the email. If provided, takes precedence over text_body for display.default:
is_client_managedboolean
Whether the email is client-managed (not sent through Salesforce).default: true
is_externally_visibleboolean
Whether the email is visible in customer portals/communities.default: true
is_incomingboolean
Whether this is an incoming email (true) or outgoing email (false).default: false
message_datestring
Date/time the email was sent in ISO format. Defaults to current time if not provided.
parent_idstring
ID of the parent record, typically a Case for case-related emails.default:
related_to_idstring
ID of the record to associate this email with (Account, Opportunity, Case, etc.).
statusstring
Status of the email. 0=New, 1=Read, 2=Replied, 3=Sent, 4=Forwarded, 5=Draftdefault: 3
subjectstring
Subject line of the email.
text_bodystring
Plain text body of the email.default:
to_addressstring
Email addresses of the recipients (comma-separated if multiple).
SALESFORCE_MASS_TRANSFER_OWNERSHIPTransfers ownership of multiple records to a new owner in a single operation using Salesforce's composite API for better performance.4 params

Transfers ownership of multiple records to a new owner in a single operation using Salesforce's composite API for better performance.

Parameters* required
new_owner_idstring
The user ID of the new owner to transfer records to.
object_typestring
The Salesforce object type for the records to transfer (e.g., Account, Contact, Lead, Opportunity).
record_idsarray
List of record IDs to transfer ownership.
send_notification_emailboolean
Whether to send email notification to the new owner about the transfer.default: false
SALESFORCE_QUERY_CONTACTS_BY_NAMEDEPRECATED: Finds Salesforce Contact records by name using a case-insensitive search.3 params

DEPRECATED: Finds Salesforce Contact records by name using a case-insensitive search.

Parameters* required
contact_namestring
The name or partial name to search for within the 'Name' field of Salesforce Contact records. Supports partial matches (e.g., 'John' will find 'John Smith', 'John Doe', etc.).
fieldsstring
Comma-separated list of Salesforce Contact object field API names to retrieve. Common field API names include: Id, Name, FirstName, LastName, Email, Phone, MobilePhone, Title, AccountId.default: Id,Name,Email,Phone,AccountId
limitinteger
Maximum number of contact records to return.default: 20
SALESFORCE_QUERY_REPORTDEPRECATED: Executes a Salesforce report synchronously by its `id` and `reportType`, optionally with dynamic ad-hoc adjustments like filters or groupings, and returns its data without modifying the saved report.32 params

DEPRECATED: Executes a Salesforce report synchronously by its `id` and `reportType`, optionally with dynamic ad-hoc adjustments like filters or groupings, and returns its data without modifying the saved report.

Parameters* required
aggregatesarray
List of aggregate field identifiers to include in the report (e.g., sum of Amount as 's!Amount', average of Amount as 'a!Amount').
allowedInCustomDetailFormulaboolean
Indicates if fields used in the report are allowed in custom detail formulas.
bucketsarray
A list of bucket field definitions to apply to the report.
chartarray
Configuration for the chart to be displayed with the report, if any.
crossFiltersarray
A list of cross-object filters to apply to the report.
currencystring
Supported currency codes for reports.one of USD · EUR · GBP · CAD · AUD · JPY
customDetailFormulaarray
A list of row-level (custom detail) formula definitions for the report.
customSummaryFormulaarray
A list of custom summary formula definitions for the report.
detailColumnsarray
A list of API names of the columns to include in the detail section of the report.
developerNamestring
The unique API developer name of the report being queried. This is often used to identify a saved report definition.
divisionstring
Determines the division of records to include in the report (e.g., West Coast, East Coast). Available only if your organization uses divisions to segment data and you have the 'Affected by Division...
folderIdstring
The ID of the folder where the report is stored. Necessary if identifying the report by `developerName` within a specific folder.
groupingsAcrossarray
A list of field groupings to be applied across columns (for matrix reports).
groupingsDownarray
A list of field groupings to be applied down rows (for summary or matrix reports).
hasDetailRowsboolean
If true, the report output will include individual record rows (detail rows). If false, only summary data is returned.default: true
hasRecordCountboolean
If true, the report will display the total number of records.default: true
historicalSnapshotDatesarray
A list of dates for which historical trending data should be retrieved. Dates should be in YYYY-MM-DD format.
idstring
The unique identifier (ID) of the report to query.
namestring
The display name of the report. This is typically used for display purposes and may not be unique.
presentationOptionsobject
Presentation settings for the report.

+12 more parameters. See the server's own documentation for the full schema.

SALESFORCE_REMOVE_ACCOUNT_BY_UNIQUE_IDENTIFIERDEPRECATED: Deletes an existing Salesforce Account using its unique ID, returning an empty response on success (HTTP 204).1 params

DEPRECATED: Deletes an existing Salesforce Account using its unique ID, returning an empty response on success (HTTP 204).

Parameters* required
idstring
Unique Salesforce Account ID (typically 15 or 18 characters).
SALESFORCE_REMOVE_A_SPECIFIC_CONTACT_BY_IDDEPRECATED: Permanently deletes a specific Contact from Salesforce using its unique ID, which must correspond to an existing record.1 params

DEPRECATED: Permanently deletes a specific Contact from Salesforce using its unique ID, which must correspond to an existing record.

Parameters* required
idstring
The unique identifier (ID) of the Contact object to be deleted. This is a required path parameter. Salesforce IDs are typically 15-character case-sensitive or 18-character case-insensitive.
SALESFORCE_REMOVE_CAMPAIGN_OBJECT_BY_IDDEPRECATED: Permanently deletes a specific Campaign SObject in Salesforce using its unique ID.1 params

DEPRECATED: Permanently deletes a specific Campaign SObject in Salesforce using its unique ID.

Parameters* required
idstring
The unique Salesforce identifier (typically 18-character) of the Campaign SObject to be deleted.
SALESFORCE_REMOVE_FROM_CAMPAIGNRemoves a lead or contact from a campaign by deleting the CampaignMember record. Provide either the member_id (lead/contact ID) or the specific campaign_member_id.3 params

Removes a lead or contact from a campaign by deleting the CampaignMember record. Provide either the member_id (lead/contact ID) or the specific campaign_member_id.

Parameters* required
campaign_idstring
The Salesforce ID of the campaign to remove the member from.
campaign_member_idstring
The specific CampaignMember record ID to delete. Either member_id or campaign_member_id must be provided.default:
member_idstring
The Salesforce ID of the lead or contact to remove from the campaign. Either member_id or campaign_member_id must be provided.default:
SALESFORCE_REMOVE_NOTE_OBJECT_BY_IDDEPRECATED: Permanently deletes an existing Salesforce Note object identified by its unique ID.1 params

DEPRECATED: Permanently deletes an existing Salesforce Note object identified by its unique ID.

Parameters* required
idstring
The unique 15-character or 18-character Salesforce ID of the Note object to be deleted.
SALESFORCE_REMOVE_OPPORTUNITY_BY_IDDEPRECATED: Permanently deletes an existing Salesforce Opportunity by its ID; if the Opportunity does not exist, a 'not found' (404) error occurs.1 params

DEPRECATED: Permanently deletes an existing Salesforce Opportunity by its ID; if the Opportunity does not exist, a 'not found' (404) error occurs.

Parameters* required
idstring
Unique identifier of the Salesforce Opportunity to be deleted, e.g., '001R0000005hDFYIA2'.
SALESFORCE_RETRIEVE_ACCOUNT_DATA_AND_ERROR_RESPONSESDEPRECATED: Retrieves comprehensive metadata for the Salesforce Account sObject, detailing its properties, recent records, and related resource URLs.

DEPRECATED: Retrieves comprehensive metadata for the Salesforce Account sObject, detailing its properties, recent records, and related resource URLs.

No parameter schema in public metadata yet.

SALESFORCE_RETRIEVE_CAMPAIGN_DATA_WITH_ERROR_HANDLINGDEPRECATED: Retrieves comprehensive information and metadata for the Salesforce Campaign sObject, provided it is enabled and accessible in the organization, and features robust error handling.

DEPRECATED: Retrieves comprehensive information and metadata for the Salesforce Campaign sObject, provided it is enabled and accessible in the organization, and features robust error handling.

No parameter schema in public metadata yet.

SALESFORCE_RETRIEVE_CONTACT_INFO_WITH_STANDARD_RESPONSESDEPRECATED: Retrieves comprehensive metadata (e.g., fields, data types, picklist values) for the Salesforce Contact SObject; this action does not retrieve individual contact records.

DEPRECATED: Retrieves comprehensive metadata (e.g., fields, data types, picklist values) for the Salesforce Contact SObject; this action does not retrieve individual contact records.

No parameter schema in public metadata yet.

SALESFORCE_RETRIEVE_LEAD_BY_IDRetrieves details for a Salesforce Lead by its ID; the specified Lead ID must exist in Salesforce.2 params

Retrieves details for a Salesforce Lead by its ID; the specified Lead ID must exist in Salesforce.

Parameters* required
fieldsstring
Comma-delimited list of Salesforce Lead field API names to return (e.g., Name,Email,Company). If omitted, all accessible fields are returned.
idstring
Unique identifier (ID) of the Salesforce Lead to retrieve.
SALESFORCE_RETRIEVE_LEAD_DATA_WITH_VARIOUS_RESPONSESDEPRECATED: Retrieves Lead sObject data from Salesforce, such as recently viewed leads or general Lead object information.

DEPRECATED: Retrieves Lead sObject data from Salesforce, such as recently viewed leads or general Lead object information.

No parameter schema in public metadata yet.

SALESFORCE_RETRIEVE_NOTE_OBJECT_INFORMATIONDEPRECATED: Retrieves comprehensive metadata for the Salesforce 'Note' SObject, if it is enabled and accessible, to understand its structure and capabilities.

DEPRECATED: Retrieves comprehensive metadata for the Salesforce 'Note' SObject, if it is enabled and accessible, to understand its structure and capabilities.

No parameter schema in public metadata yet.

SALESFORCE_RETRIEVE_OPPORTUNITIES_DATARetrieves all available Opportunity records, representing potential revenue-generating deals, from Salesforce.

Retrieves all available Opportunity records, representing potential revenue-generating deals, from Salesforce.

No parameter schema in public metadata yet.

SALESFORCE_RETRIEVE_OPPORTUNITY_BY_ID_WITH_OPTIONAL_FIELDSDEPRECATED: Retrieves a Salesforce Opportunity by its ID; the Opportunity ID must exist.2 params

DEPRECATED: Retrieves a Salesforce Opportunity by its ID; the Opportunity ID must exist.

Parameters* required
fieldsstring
An optional, comma-delimited list of API names of the Opportunity fields to retrieve. If not specified, all accessible fields for the Opportunity object will be returned. This parameter is used as...
idstring
The unique Salesforce ID of the Opportunity record to retrieve. This is a required path parameter.
SALESFORCE_RETRIEVE_SPECIFIC_CAMPAIGN_OBJECT_DETAILSDEPRECATED: Retrieves details for a specific Salesforce Campaign object by its ID, optionally limiting to specified fields; the Campaign object must exist.2 params

DEPRECATED: Retrieves details for a specific Salesforce Campaign object by its ID, optionally limiting to specified fields; the Campaign object must exist.

Parameters* required
fieldsstring
Optional comma-delimited list of field API names for the Campaign object whose values you want to retrieve (e.g., 'name,description,numberofemployees,industry'). Field names are case-sensitive and...
idstring
The unique identifier (ID) of the Salesforce Campaign object to retrieve. Example: '001R0000005hDFYIA2'.
SALESFORCE_RETRIEVE_SPECIFIC_CONTACT_BY_IDRetrieves a Salesforce Contact by its unique ID; the ID must correspond to an existing Contact record in Salesforce.2 params

Retrieves a Salesforce Contact by its unique ID; the ID must correspond to an existing Contact record in Salesforce.

Parameters* required
fieldsstring
Comma-delimited string of Contact field API names to retrieve. If omitted, a default set of fields is returned.
idstring
The unique Salesforce ID of the Contact record to retrieve.
SALESFORCE_RUN_REPORTRuns a report and returns the results. Creates a report instance that can be checked for completion.1 params

Runs a report and returns the results. Creates a report instance that can be checked for completion.

Parameters* required
report_idstring
The Salesforce ID of the report to run.
SALESFORCE_RUN_SOQL_QUERYExecutes a SOQL query against Salesforce data. Returns records matching the query with pagination support.1 params

Executes a SOQL query against Salesforce data. Returns records matching the query with pagination support.

Parameters* required
querystring
SOQL query to execute. Use standard SOQL syntax.
SALESFORCE_SEARCH_ACCOUNTSSearch for Salesforce accounts using multiple criteria like name, industry, type, location, or contact information.10 params

Search for Salesforce accounts using multiple criteria like name, industry, type, location, or contact information.

Parameters* required
billing_citystring
Search by billing city. Supports partial matches.
billing_countrystring
Search by billing country. Supports partial matches.
billing_statestring
Search by billing state/province. Supports partial matches.
fieldsstring
Comma-separated list of Account fields to retrieve.default: Id,Name,Type,Industry,Phone,Website,BillingStreet,BillingCity,BillingState,BillingCountry,NumberOfEmployees,AnnualRevenue
industrystring
Search by industry.
limitinteger
Maximum number of accounts to return.default: 50
namestring
Search by account name. Supports partial matches.
phonestring
Search by phone number. Supports partial matches.
typestring
Search by account type.
websitestring
Search by website. Supports partial matches.
SALESFORCE_SEARCH_CAMPAIGNSSearch for Salesforce campaigns using multiple criteria like name, type, status, date range, or active status.8 params

Search for Salesforce campaigns using multiple criteria like name, type, status, date range, or active status.

Parameters* required
fieldsstring
Comma-separated list of Campaign fields to retrieve.default: Id,Name,Type,Status,StartDate,EndDate,IsActive,Description,BudgetedCost,ActualCost,NumberOfContacts,NumberOfLeads
is_activeboolean
Filter by active status. True for active campaigns, False for inactive.
limitinteger
Maximum number of campaigns to return.default: 50
namestring
Search by campaign name. Supports partial matches.
start_date_fromstring
Lower bound for StartDate (inclusive). Use YYYY-MM-DD.
start_date_tostring
Upper bound for StartDate (inclusive). Use YYYY-MM-DD.
statusstring
Search by campaign status.
typestring
Search by campaign type.
SALESFORCE_SEARCH_CONTACTSSearch for Salesforce contacts using multiple criteria like name, email, phone, account, or title.7 params

Search for Salesforce contacts using multiple criteria like name, email, phone, account, or title.

Parameters* required
account_namestring
Search by associated account name. Supports partial matches.
emailstring
Search by email address. Supports partial matches.
fieldsstring
Comma-separated list of Contact fields to retrieve.default: Id,Name,FirstName,LastName,Email,Phone,MobilePhone,Title,AccountId,Account.Name
limitinteger
Maximum number of contacts to return.default: 50
namestring
Search by contact name (first name, last name, or full name). Supports partial matches.
phonestring
Search by phone number. Supports partial matches.
titlestring
Search by job title. Supports partial matches.
SALESFORCE_SEARCH_LEADSSearch for Salesforce leads using multiple criteria like name, email, phone, company, title, status, or lead source.9 params

Search for Salesforce leads using multiple criteria like name, email, phone, company, title, status, or lead source.

Parameters* required
companystring
Search by company name. Supports partial matches.
emailstring
Search by email address. Supports partial matches.
fieldsstring
Comma-separated list of Lead fields to retrieve.default: Id,Name,FirstName,LastName,Email,Phone,Title,Company,Status,LeadSource,CreatedDate
lead_sourcestring
Search by lead source.
limitinteger
Maximum number of leads to return.default: 50
namestring
Search by lead name (first name, last name, or full name). Supports partial matches.
phonestring
Search by phone number. Supports partial matches.
statusstring
Search by lead status.
titlestring
Search by job title. Supports partial matches.

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Configuration

SALESFORCE_CLIENT_ID*

Salesforce Connected App client ID (recommended path)

SALESFORCE_CLIENT_SECRET*secret

Salesforce Connected App client secret (recommended path)

SALESFORCE_SANDBOX

Set to true for sandbox environments

SALESFORCE_ACCESS_TOKENsecret

Static access token (alternative to OAuth)

SALESFORCE_INSTANCE_URL

Salesforce instance URL (required for manual token mode)

SALESFORCE_CONFIG_DIRdefault: ~/.mcp/salesforce

Custom config directory

SALESFORCE_OAUTH_PORTdefault: 0

OAuth callback port (0 = OS-assigned)

SALESFORCE_OAUTH_SCOPES

Space-separated OAuth scopes

Readme

Rogue, the Rebel character for safe action and control

mcp-servers

OpenSSF Scorecard

Source-available MCP servers by Mindstone. Works with any MCP host — Claude Desktop, Cursor, Rebel, and others.

Browse all 35 connectors with their version, auth model, and tool count at the catalogue site (regenerated from each connector's STATUS.json on every push).

Connectors

View the full README on GitHub

Details

Repository
github.com/mindstone/mcp-servers
Categories
Sales & Marketing, Finance & Commerce
Package
@mindstone/mcp-server-salesforce
Transport
STDIO
Auth
Required
Registry
MCP registry, active

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