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hypn4

Salesforce MCP Server

by hypn4

Server Configuration

Describes the environment variables required to run the server.

NameRequiredDescriptionDefault
PORTNoHTTP server port (proxy mode).8000
BASE_URLNoPublic URL of the server for OAuth callbacks (proxy mode).http://localhost:8000
LOG_LEVELNoLogging level: DEBUG, INFO, WARNING, ERROR.INFO
REDIS_URLNoRedis connection URL for token storage (proxy mode).redis://localhost:6379
OAUTH_MODENoAuthentication mode: 'bearer' (default) for client-handled OAuth, 'proxy' for server OAuth proxy.bearer
FASTMCP_PORTNoFallback HTTP server port (proxy mode, backwards compatibility).
SALESFORCE_ORG_IDNoOrg ID for STDIO mode (default: env_org).
OAUTH_STORAGE_TYPENoToken storage backend: 'memory' or 'redis' (proxy mode).memory
SALESFORCE_USER_IDNoUser ID for STDIO mode (default: env_user).
SALESFORCE_USERNAMENoUsername for STDIO mode (default: env_user).
SALESFORCE_CLIENT_IDNoSalesforce Connected App client ID for proxy mode.
SALESFORCE_LOGIN_URLNoSalesforce login URL for proxy mode (e.g., https://test.salesforce.com for sandbox).https://login.salesforce.com
OAUTH_REQUIRED_SCOPESNoComma-separated OAuth scopes (proxy mode).api,refresh_token
STORAGE_ENCRYPTION_KEYNoFernet key for token encryption (proxy mode).
SALESFORCE_ACCESS_TOKENNoSalesforce access token for bearer/STDIO mode.
SALESFORCE_INSTANCE_URLNoSalesforce instance URL for token verification (bearer mode) or default login URL (proxy mode).https://login.salesforce.com
SALESFORCE_CLIENT_SECRETNoClient secret for confidential client mode (proxy mode).

Instructions

Guidance the server publishes about itself, which clients place ahead of the tool catalog so the model reads it before choosing anything.

This server publishes no instructions, or was last inspected before Glama recorded them.

Capabilities

Features and capabilities supported by this server

Protocol revision2025-11-25

CapabilityDetails
tasks
{
  "list": {},
  "cancel": {},
  "requests": {
    "tools": {
      "call": {}
    },
    "prompts": {
      "get": {}
    },
    "resources": {
      "read": {}
    }
  }
}
tools
{
  "listChanged": true
}
prompts
{
  "listChanged": false
}
resources
{
  "subscribe": false,
  "listChanged": false
}
experimental
{}

Tools

Functions exposed to the LLM to take actions

NameDescription
salesforce_queryA

Execute a SOQL query against Salesforce.

Args: soql: SOQL query string (e.g., "SELECT Id, Name FROM Account LIMIT 10") include_deleted: Include deleted and archived records (default: False)

Returns: Query results including: - totalSize: Total number of records matching the query - done: Whether all records have been returned - records: List of matching records - nextRecordsUrl: URL to fetch more records (if done is False)

salesforce_query_allA

Execute a SOQL query including deleted and archived records.

This is equivalent to calling salesforce_query with include_deleted=True.

Args: soql: SOQL query string

Returns: Query results including deleted/archived records

salesforce_query_moreA

Fetch additional records from a previous query.

Use this when a query returns done=False and provides a nextRecordsUrl.

Args: next_records_url: The nextRecordsUrl from a previous query response

Returns: Additional query results

salesforce_searchA

Execute a SOSL full-text search.

Args: sosl: SOSL search string (e.g., "FIND {Acme} IN ALL FIELDS RETURNING Account(Id, Name)")

Returns: List of matching records grouped by object type

salesforce_get_recordA

Get a single Salesforce record by ID.

Args: sobject: SObject type (e.g., 'Account', 'Contact', 'Lead') record_id: Salesforce record ID (18-character ID) fields: Optional list of specific fields to retrieve. If not provided, returns all accessible fields.

Returns: Record data with requested fields

salesforce_create_recordA

Create a new Salesforce record.

Args: sobject: SObject type (e.g., 'Account', 'Contact', 'Lead') data: Record field values as key-value pairs. Example: {"Name": "Acme Corp", "Industry": "Technology"}

Returns: Created record info including: - id: The new record's ID - success: Whether creation succeeded - errors: Any errors that occurred

salesforce_update_recordB

Update an existing Salesforce record.

Args: sobject: SObject type (e.g., 'Account', 'Contact', 'Lead') record_id: Salesforce record ID (18-character ID) data: Fields to update as key-value pairs. Example: {"Industry": "Finance", "Website": "https://acme.com"}

Returns: Update result with success status

salesforce_delete_recordA

Delete a Salesforce record.

Args: sobject: SObject type (e.g., 'Account', 'Contact', 'Lead') record_id: Salesforce record ID (18-character ID)

Returns: Deletion result with success status

salesforce_upsert_recordA

Upsert a record using an external ID field.

If a record with the external ID exists, it will be updated. Otherwise, a new record will be created.

Args: sobject: SObject type (e.g., 'Account', 'Contact') external_id_field: Name of the external ID field data: Record data including the external ID field value. Example: {"External_Id__c": "EXT-001", "Name": "Acme Corp"}

Returns: Upsert result with success status

salesforce_describe_objectA

Get metadata for a Salesforce SObject.

Returns detailed information about an object including its fields, relationships, record types, and other metadata.

Args: sobject: SObject type (e.g., 'Account', 'Contact', 'Lead', 'Opportunity')

Returns: Object metadata including: - name: API name of the object - label: Display name - fields: List of field definitions with type, length, required, etc. - childRelationships: Related objects - recordTypeInfos: Available record types - keyPrefix: Object ID prefix - And more...

salesforce_list_objectsA

List all available SObjects in the Salesforce org.

Returns a list of all objects accessible to the current user, including standard objects (Account, Contact, etc.) and custom objects.

Returns: List of object summaries, each containing: - name: API name - label: Display name - keyPrefix: Object ID prefix - custom: Whether it's a custom object - queryable: Whether SOQL queries are supported - createable: Whether records can be created - updateable: Whether records can be updated - deletable: Whether records can be deleted

salesforce_get_object_fieldsA

Get field information for a Salesforce SObject.

This is a convenience method that returns just the fields array from the describe call, which is often what's needed.

Args: sobject: SObject type (e.g., 'Account', 'Contact')

Returns: List of field definitions, each containing: - name: API name of the field - label: Display name - type: Field type (string, picklist, reference, etc.) - length: Maximum length for text fields - nillable: Whether the field can be null - createable: Whether the field can be set on create - updateable: Whether the field can be updated - picklistValues: For picklist fields, available values - referenceTo: For reference fields, related object(s)

salesforce_bulk_queryA

Execute a bulk query for large data sets.

Use this for queries that may return more than 2,000 records. The Bulk API is optimized for large data volumes and runs asynchronously.

Args: sobject: SObject type being queried (e.g., 'Account', 'Contact') soql: SOQL query string

Returns: List of all matching records

salesforce_bulk_insertA

Bulk insert multiple records.

Use this to create many records efficiently. The Bulk API processes records in batches and is optimized for high volumes.

Args: sobject: SObject type (e.g., 'Account', 'Contact', 'Lead') records: List of records to insert. Each record is a dict of field name to value. Example: [{"Name": "Acme"}, {"Name": "Globex"}]

Returns: List of results for each record, containing: - success: Whether the insert succeeded - id: The new record ID (if successful) - errors: Any errors that occurred

salesforce_bulk_updateA

Bulk update multiple records.

Use this to update many records efficiently.

Args: sobject: SObject type (e.g., 'Account', 'Contact') records: List of records to update. Each record MUST include an 'Id' field to identify which record to update. Example: [ {"Id": "001xx...", "Industry": "Tech"}, {"Id": "001xx...", "Industry": "Finance"} ]

Returns: List of results for each record with success status

salesforce_bulk_deleteA

Bulk delete multiple records.

Use this to delete many records efficiently.

Args: sobject: SObject type (e.g., 'Account', 'Contact') record_ids: List of record IDs to delete. Example: ["001xx000...", "001xx000..."]

Returns: List of results for each record with success status

Prompts

Interactive templates invoked by user choice

NameDescription

No prompts

Resources

Contextual data attached and managed by the client

NameDescription

No resources

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