Salesforce (verified)
Salesforce is a leading CRM platform integrating sales, service, marketing, and analytics to build customer relationships and drive business growth
Quick Start
# Connect this server (installs CLI if needed)
npx -y smithery mcp add salesforce
# Browse available tools
npx -y smithery tool list salesforce
# Get full schema for a tool
npx -y smithery tool get salesforce SALESFORCE_ACCOUNT_CREATION_WITH_CONTENT_TYPE_OPTION
# Call a tool
npx -y smithery tool call salesforce SALESFORCE_ACCOUNT_CREATION_WITH_CONTENT_TYPE_OPTION '{}'Direct MCP Connection
Endpoint: https://salesforce.run.tools
Tools (99)
SALESFORCE_ACCOUNT_CREATION_WITH_CONTENT_TYPE_OPTION— DEPRECATED: Creates a new Salesforce Account using a JSON POST request, requiring 'Name'; specific fields (e.g., custom…SALESFORCE_ADD_CONTACT_TO_CAMPAIGN— Adds a contact to a campaign by creating a CampaignMember record, allowing you to track campaign engagement.SALESFORCE_ADD_LEAD_TO_CAMPAIGN— Adds a lead to a campaign by creating a CampaignMember record, allowing you to track campaign engagement.SALESFORCE_ADD_OPPORTUNITY_LINE_ITEM— Adds a product (line item) to an opportunity. The product must exist in a pricebook entry that's associated with the op…SALESFORCE_APPLY_LEAD_ASSIGNMENT_RULES— Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on…SALESFORCE_ASSOCIATE_CONTACT_TO_ACCOUNT— Associates a contact with an account by updating the contact's AccountId field.SALESFORCE_CLONE_OPPORTUNITY_WITH_PRODUCTS— Clones an opportunity and optionally its products (line items). Creates a new opportunity with the same field values an…SALESFORCE_CLONE_RECORD— Creates a copy of an existing Salesforce record by reading its data, removing system fields, and creating a new record.…SALESFORCE_COMPLETE_TASK— Marks a task as completed with optional completion notes. This is a convenience action that updates the task status to …SALESFORCE_CREATE_ACCOUNT— Creates a new account in Salesforce with the specified information.SALESFORCE_CREATE_CAMPAIGN— Creates a new campaign in Salesforce with the specified information.SALESFORCE_CREATE_CAMPAIGN_RECORD_VIA_POST— DEPRECATED: Creates a new campaign record in Salesforce; if 'ParentId' is provided, it must be a valid ID of an existin…SALESFORCE_CREATE_CONTACT— Creates a new contact in Salesforce with the specified information.SALESFORCE_CREATE_LEAD— Creates a new lead in Salesforce with the specified information.SALESFORCE_CREATE_LEAD_WITH_SPECIFIED_CONTENT_TYPE— DEPRECATED: Creates a new Lead in Salesforce, requiringLastNameandCompanyunless person accounts are enabled and…SALESFORCE_CREATE_NEW_CONTACT_WITH_JSON_HEADER— DEPRECATED: Creates a new Contact in Salesforce; 'LastName' is required, an existing 'AccountId' must be used if provid…SALESFORCE_CREATE_NOTE— Creates a new note attached to a Salesforce record with the specified title and content.SALESFORCE_CREATE_NOTE_RECORD_WITH_CONTENT_TYPE_HEADER— DEPRECATED: Creates a new Note record in Salesforce, associated with an existing Salesforce object viaParentId, auto…SALESFORCE_CREATE_OPPORTUNITY— Creates a new opportunity in Salesforce with the specified information.SALESFORCE_CREATE_OPPORTUNITY_RECORD— DEPRECATED: Creates a new Opportunity record in Salesforce;Name,StageName, andCloseDateare mandatory, and ens…SALESFORCE_CREATE_TASK— Creates a new task in Salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other recor…SALESFORCE_DELETE_ACCOUNT— Permanently deletes an account from Salesforce. This action cannot be undone.SALESFORCE_DELETE_A_LEAD_OBJECT_BY_ITS_ID— DEPRECATED: Permanently deletes an existing Lead object from Salesforce using its unique ID.SALESFORCE_DELETE_CAMPAIGN— Permanently deletes a campaign from Salesforce. This action cannot be undone.SALESFORCE_DELETE_CONTACT— Permanently deletes a contact from Salesforce. This action cannot be undone.SALESFORCE_DELETE_LEAD— Permanently deletes a lead from Salesforce. This action cannot be undone.SALESFORCE_DELETE_NOTE— Permanently deletes a note from Salesforce. This action cannot be undone.SALESFORCE_DELETE_OPPORTUNITY— Permanently deletes an opportunity from Salesforce. This action cannot be undone.SALESFORCE_EXECUTE_SOQL_QUERY— DEPRECATED: Executes the provided SOQL query against Salesforce; the query must begin with 'SELECT'.SALESFORCE_FETCH_ACCOUNT_BY_ID_WITH_QUERY— DEPRECATED: Use this action to retrieve a Salesforce Account by its unique ID, which must be a valid and existing Sales…SALESFORCE_FETCH_MODIFIED_OR_UNMODIFIED_SOBJECTS— DEPRECATED: Fetches SObjects from/sobjectsbased on caller-set 'If-Modified-Since' (returns objects modified after a…SALESFORCE_GET_ACCOUNT— Retrieves a specific account by ID from Salesforce, returning all available fields.SALESFORCE_GET_CAMPAIGN— Retrieves a specific campaign by ID from Salesforce, returning all available fields.SALESFORCE_GET_CONTACT— Retrieves a specific contact by ID from Salesforce, returning all available fields.SALESFORCE_GET_DASHBOARD— Gets detailed metadata for a specific dashboard including its components, layout, and filters.SALESFORCE_GET_LEAD— Retrieves a specific lead by ID from Salesforce, returning all available fields.SALESFORCE_GET_NOTE— Retrieves a specific note by ID from Salesforce, returning all available fields.SALESFORCE_GET_NOTE_BY_ID_WITH_FIELDS— DEPRECATED: Retrieves a Salesforce Note object by its ID, optionally specifying which fields to return; the Note ID mus…SALESFORCE_GET_OPPORTUNITY— Retrieves a specific opportunity by ID from Salesforce, returning all available fields.SALESFORCE_GET_REPORT— Gets detailed metadata for a specific report including its structure, columns, filters, and groupings.SALESFORCE_GET_REPORT_INSTANCE— Gets the results of a report instance created by running a report. Check status to see if report has completed.SALESFORCE_GET_USER_INFO— Retrieves information about the current user or a specific user in Salesforce.SALESFORCE_LIST_ACCOUNTS— Lists accounts from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection.SALESFORCE_LIST_CAMPAIGNS— Lists campaigns from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection.SALESFORCE_LIST_CONTACTS— Lists contacts from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection.SALESFORCE_LIST_DASHBOARDS— Lists all dashboards available in Salesforce with basic metadata including name, ID, and URLs.SALESFORCE_LIST_EMAIL_TEMPLATES— Lists available email templates in Salesforce with filtering and search capabilities.SALESFORCE_LIST_LEADS— Lists leads from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection.SALESFORCE_LIST_NOTES— Lists notes from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection.SALESFORCE_LIST_OPPORTUNITIES— Lists opportunities from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection.SALESFORCE_LIST_PRICEBOOK_ENTRIES— Lists pricebook entries from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection. Us…SALESFORCE_LIST_PRICEBOOKS— Lists pricebooks from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection. Use this …SALESFORCE_LIST_REPORTS— Lists all reports available in Salesforce with basic metadata including name, ID, and URLs.
*Response truncated. Use npx -y smithery for complete data.*