Salesforce MCP Server

A Model Context Protocol (MCP) server implementation for Salesforce, providing tools to manage contacts, leads, opportunities, accounts, cases, and more.

Features

This MCP server provides the following tools:

Contact Management

• describe_contact_schema - Get available fields for Contact objects
• create_contact - Create new contacts
• update_contact - Update existing contacts
• delete_contact - Delete contacts

Lead Management

• describe_lead_schema - Get available fields for Lead objects
• create_lead - Create new leads
• update_lead - Update existing leads
• delete_lead - Delete leads
• convert_lead_to_opportunity - Convert leads to opportunities

Account Management

• describe_account_schema - Get available fields for Account objects
• create_account - Create new accounts
• update_account - Update existing accounts
• delete_account - Delete accounts

Opportunity Management

• describe_opportunity_schema - Get available fields for Opportunity objects
• create_opportunity - Create new opportunities
• update_opportunity - Update existing opportunities
• delete_opportunity - Delete opportunities

Case Management

• describe_case_schema - Get available fields for Case objects
• create_case - Create new cases
• update_case - Update existing cases
• delete_case - Delete cases

Utility Tools

• query - Execute SOQL queries
• get_direct_link - Get direct URLs to Salesforce objects
• email_message - Create email messages using Enhanced Email functionality

Configuration

No environment variables are required. The server gets configuration from HTTP headers:

• x-forwarded-access-token - Salesforce access token
• x-forwarded-salesforce-instance-url - Salesforce instance URL (e.g., https://yourcompany.my.salesforce.com)

Usage

The server runs on port 9000 at the path /mcp/salesforce. You can test it by visiting:

http://localhost:9000/health

Installation

1. Install dependencies:

uv sync

2. Run the server:

python -m app.main