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_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_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_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_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_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