# Salesforce (verified) Salesforce is a leading CRM platform integrating sales, service, marketing, and analytics to build customer relationships and drive business growth ## Quick Start ```bash # Connect this server (installs CLI if needed) npx -y @smithery/cli@latest mcp add salesforce # Browse available tools npx -y @smithery/cli@latest tool list salesforce # Get full schema for a tool npx -y @smithery/cli@latest tool get salesforce SALESFORCE_ACCOUNT_CREATION_WITH_CONTENT_TYPE_OPTION # Call a tool npx -y @smithery/cli@latest 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, requiring `LastName` and `Company` unless 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 via `ParentId`, 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`, and `CloseDate` are 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 `/sobjects` based 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/cli@latest` for complete data.*