Salesforce

Connect to Salesforce CRM. Manage leads, opportunities, accounts, and customer relationships

Supports authentication: OAuth 2.0

Tool list

`salesforce_account_create`

Create a new Account in Salesforce. Supports standard fields

Properties	Description	Type
`AccountNumber`	Account number for the organization	string
`AnnualRevenue`	Annual revenue	number
`BillingCity`	Billing city	string
`BillingCountry`	Billing country	string
`BillingPostalCode`	Billing postal code	string
`BillingState`	Billing state/province	string
`BillingStreet`	Billing street	string
`Description`	Description	string
`Industry`	Industry	string
`Name`	Account Name	string
`NumberOfEmployees`	Number of employees	integer
`OwnerId`	Record owner (User/Queue Id)	string
`Phone`	Main phone number	string
`RecordTypeId`	Record Type Id	string
`Website`	Website URL	string

`salesforce_account_delete`

Delete an existing Account from Salesforce by account ID. This is a destructive operation that permanently removes the account record.

Properties	Description	Type
`account_id`	ID of the account to delete	string

`salesforce_account_get`

Retrieve details of a specific account from Salesforce by account ID. Returns account properties and associated data.

Properties	Description	Type
`account_id`	ID of the account to retrieve	string
`fields`	Comma-separated list of fields to include in the response	string

`salesforce_account_update`

Update an existing Account in Salesforce by account ID. Allows updating account properties like name, phone, website, industry, billing information, and more.

Properties	Description	Type
`AccountNumber`	Account number for the organization	string
`AccountSource`	Lead source for this account	string
`AnnualRevenue`	Annual revenue	number
`BillingCity`	Billing city	string
`BillingCountry`	Billing country	string
`BillingGeocodeAccuracy`	Billing geocode accuracy	string
`BillingLatitude`	Billing address latitude	number
`BillingLongitude`	Billing address longitude	number
`BillingPostalCode`	Billing postal code	string
`BillingState`	Billing state/province	string
`BillingStreet`	Billing street	string
`CleanStatus`	Data.com clean status	string
`Description`	Description	string
`DunsNumber`	D-U-N-S Number	string
`Fax`	Fax number	string
`Industry`	Industry	string
`Jigsaw`	Data.com key	string
`JigsawCompanyId`	Jigsaw company ID	string
`NaicsCode`	NAICS code	string
`NaicsDesc`	NAICS description	string
`Name`	Account Name	string
`NumberOfEmployees`	Number of employees	integer
`OwnerId`	Record owner (User/Queue Id)	string
`Ownership`	Ownership type	string
`ParentId`	Parent Account Id	string
`Phone`	Main phone number	string
`Rating`	Account rating	string
`RecordTypeId`	Record Type Id	string
`ShippingCity`	Shipping city	string
`ShippingCountry`	Shipping country	string
`ShippingGeocodeAccuracy`	Shipping geocode accuracy	string
`ShippingLatitude`	Shipping address latitude	number
`ShippingLongitude`	Shipping address longitude	number
`ShippingPostalCode`	Shipping postal code	string
`ShippingState`	Shipping state/province	string
`ShippingStreet`	Shipping street	string
`Sic`	SIC code	string
`SicDesc`	SIC description	string
`Site`	Account site or location	string
`TickerSymbol`	Stock ticker symbol	string
`Tradestyle`	Trade style name	string
`Type`	Account type	string
`Website`	Website URL	string
`YearStarted`	Year the company started	string
`account_id`	ID of the account to update	string

`salesforce_accounts_list`

Retrieve a list of accounts from Salesforce using a pre-built SOQL query. Returns basic account information.

Properties	Description	Type
`limit`	Number of results to return per page	number

`salesforce_composite`

Execute multiple Salesforce REST API requests in a single call using the Composite API. Allows for efficient batch operations and related data retrieval.

Properties	Description	Type
`composite_request`	JSON string containing composite request with multiple sub-requests	string

`salesforce_contact_create`

Create a new contact in Salesforce. Allows setting contact properties like name, email, phone, account association, and other standard fields.

Properties	Description	Type
`AccountId`	Salesforce Account Id associated with this contact	string
`Department`	Department of the contact	string
`Description`	Free-form description	string
`Email`	Email address of the contact	string
`FirstName`	First name of the contact	string
`LastName`	Last name of the contact (required)	string
`LeadSource`	Lead source for the contact	string
`MailingCity`	Mailing city	string
`MailingCountry`	Mailing country	string
`MailingPostalCode`	Mailing postal code	string
`MailingState`	Mailing state/province	string
`MailingStreet`	Mailing street	string
`MobilePhone`	Mobile phone of the contact	string
`Phone`	Phone number of the contact	string
`Title`	Job title of the contact	string

`salesforce_contact_get`

Retrieve details of a specific contact from Salesforce by contact ID. Returns contact properties and associated data.

Properties	Description	Type
`contact_id`	ID of the contact to retrieve	string
`fields`	Comma-separated list of fields to include in the response	string

`salesforce_dashboard_metadata_get`

Retrieve metadata for a Salesforce dashboard, including dashboard components, filters, layout, and the running user.

Properties	Description	Type
`dashboard_id`	The unique ID of the Salesforce dashboard	string

`salesforce_global_describe`

Retrieve metadata about all available SObjects in the Salesforce organization. Returns list of all objects with basic information.

`salesforce_limits_get`

Retrieve organization limits information from Salesforce. Returns API usage limits, data storage limits, and other organizational constraints.

`salesforce_object_describe`

Retrieve detailed metadata about a specific SObject in Salesforce. Returns fields, relationships, and other object metadata.

Properties	Description	Type
`sobject`	SObject API name to describe	string

`salesforce_opportunities_list`

Retrieve a list of opportunities from Salesforce using a pre-built SOQL query. Returns basic opportunity information.

Properties	Description	Type
`limit`	Number of results to return per page	number

`salesforce_opportunity_create`

Create a new opportunity in Salesforce. Allows setting opportunity properties like name, amount, stage, close date, and account association.

Properties	Description	Type
`AccountId`	Associated Account Id	string
`Amount`	Opportunity amount	number
`CampaignId`	Related Campaign Id	string
`CloseDate`	Expected close date (YYYY-MM-DD, required)	string
`Custom_Field__c`	Example custom field (replace with your org’s custom field API name)	string
`Description`	Opportunity description	string
`ForecastCategoryName`	Forecast category name	string
`LeadSource`	Lead source	string
`Name`	Opportunity name (required)	string
`NextStep`	Next step in the sales process	string
`OwnerId`	Record owner (User/Queue Id)	string
`PricebookId`	Associated Price Book Id	string
`Probability`	Probability percentage (0–100)	number
`RecordTypeId`	Record Type Id for Opportunity	string
`StageName`	Current sales stage (required)	string
`Type`	Opportunity type	string

`salesforce_opportunity_get`

Retrieve details of a specific opportunity from Salesforce by opportunity ID. Returns opportunity properties and associated data.

Properties	Description	Type
`fields`	Comma-separated list of fields to include in the response	string
`opportunity_id`	ID of the opportunity to retrieve	string

`salesforce_opportunity_update`

Update an existing opportunity in Salesforce by opportunity ID. Allows updating opportunity properties like name, amount, stage, and close date.

Properties	Description	Type
`AccountId`	Associated Account Id	string
`Amount`	Opportunity amount	number
`CampaignId`	Related Campaign Id	string
`CloseDate`	Expected close date (YYYY-MM-DD)	string
`Description`	Opportunity description	string
`ForecastCategoryName`	Forecast category name	string
`LeadSource`	Lead source	string
`Name`	Opportunity name	string
`NextStep`	Next step in the sales process	string
`OwnerId`	Record owner (User/Queue Id)	string
`Pricebook2Id`	Associated Price Book Id	string
`Probability`	Probability percentage (0–100)	number
`RecordTypeId`	Record Type Id for Opportunity	string
`StageName`	Current sales stage	string
`Type`	Opportunity type	string
`opportunity_id`	ID of the opportunity to update	string

`salesforce_query_soql`

Execute SOQL queries against Salesforce data. Supports complex queries with joins, filters, and aggregations.

Properties	Description	Type
`query`	SOQL query string to execute	string

`salesforce_report_metadata_get`

Retrieve report, report type, and related metadata for a Salesforce report. Returns information about report structure, fields, groupings, and configuration.

Properties	Description	Type
`report_id`	The unique ID of the Salesforce report	string

`salesforce_search_parameterized`

Execute parameterized searches against Salesforce data. Provides simplified search interface with predefined parameters.

Properties	Description	Type
`fields`	Comma-separated list of fields to return	string
`search_text`	Text to search for	string
`sobject`	SObject type to search in	string

`salesforce_search_sosl`

Execute SOSL searches against Salesforce data. Performs full-text search across multiple objects and fields.

Properties	Description	Type
`search_query`	SOSL search query string to execute	string

`salesforce_sobject_create`

Create a new record for any Salesforce SObject type (Account, Contact, Lead, Opportunity, custom objects, etc.). Provide the object type and fields as a dynamic object.

Properties	Description	Type
`fields`	Object containing field names and values to set on the new record	`object`
`sobject_type`	The Salesforce SObject API name (e.g., Account, Contact, Lead, CustomObject__c)	string

`salesforce_sobject_delete`

Delete a record from any Salesforce SObject type by ID. This is a destructive operation that permanently removes the record.

Properties	Description	Type
`record_id`	ID of the record to delete	string
`sobject_type`	The Salesforce SObject API name (e.g., Account, Contact, Lead, CustomObject__c)	string

`salesforce_sobject_get`

Retrieve a record from any Salesforce SObject type by ID. Optionally specify which fields to return.

Properties	Description	Type
`fields`	Comma-separated list of fields to include in the response	string
`record_id`	ID of the record to retrieve	string
`sobject_type`	The Salesforce SObject API name (e.g., Account, Contact, Lead, CustomObject__c)	string

`salesforce_sobject_update`

Update an existing record for any Salesforce SObject type by ID. Only the fields provided will be updated.

Properties	Description	Type
`fields`	Object containing field names and values to update on the record	`object`
`record_id`	ID of the record to update	string
`sobject_type`	The Salesforce SObject API name (e.g., Account, Contact, Lead, CustomObject__c)	string

`salesforce_soql_execute`

Execute custom SOQL queries against Salesforce data. Supports complex queries with joins, filters, aggregations, and custom field selection.

Properties	Description	Type
`soql_query`	SOQL query string to execute	string