mcp-salesforce

mcp-salesforce

Enables querying and managing Salesforce records using SOQL, CRUD operations, and schema exploration through natural language or direct tool calls.

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README

mcp-salesforce

Salesforce MCP Pack

Part of Pipeworx — an MCP gateway connecting AI agents to 250+ live data sources.

Tools

Tool Description
sf_query Query Salesforce records using SOQL. Returns matching records with all requested fields. Use sf_describe first to learn available fields for your object.
sf_get_record Fetch a single Salesforce record by ID. Specify object type (e.g., 'Account', 'Contact', 'Opportunity') and record ID. Returns all fields.
sf_search Search across Salesforce objects by keyword. Returns matching records from multiple object types like Accounts, Contacts, Leads. Use for broad keyword searches.
sf_describe Get schema details for a Salesforce object (e.g., 'Account'). Returns field names, types, relationships, and metadata. Use before querying to understand available fields.
sf_list_objects List all SObject types available in your Salesforce org. Returns object names and labels. Use to discover queryable objects.
sf_create_record Create a new Salesforce record. Specify object type (e.g., 'Contact') and field values. Returns the new record ID.
sf_update_record Update an existing Salesforce record by ID. Specify object type and field values to change. Returns success status.
sf_delete_record Delete a Salesforce record by ID. Specify object type and record ID. Returns success status.

Quick Start

Add to your MCP client (Claude Desktop, Cursor, Windsurf, etc.):

{
  "mcpServers": {
    "salesforce": {
      "url": "https://gateway.pipeworx.io/salesforce/mcp"
    }
  }
}

Or connect to the full Pipeworx gateway for access to all 250+ data sources:

{
  "mcpServers": {
    "pipeworx": {
      "url": "https://gateway.pipeworx.io/mcp"
    }
  }
}

Using with ask_pipeworx

Instead of calling tools directly, you can ask questions in plain English:

ask_pipeworx({ question: "your question about Salesforce data" })

The gateway picks the right tool and fills the arguments automatically.

More

License

MIT

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