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Salesforce Cloud

AI-powered Salesforce CRM: opportunity intelligence, conversation analysis, SOQL, analytics

Connector by aaronsb · GitHub account verified by the MCP Registry

IndexedMITLocal (stdio)★ 6
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Install

Works with Claude Code, Codex, VS Code, Cursor, Windsurf, Claude Desktop. Read the repository before you give any tool access to your data.

npx agentmarket install connector/aaronsb-salesforce-cloud

Asks which of your tools to add it to (Claude Code, Codex, Cursor, VS Code, Windsurf, Gemini CLI, Claude Desktop) and shows the change first. See https://agentmart.dev/cli.

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About

AI-powered Salesforce CRM: opportunity intelligence, conversation analysis, SOQL, analytics

Reviews

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Permissions

What this server can do and what it asks for, from its tool list and install config. Checked Oct 25, 2026.

Tools
8 read · 5 write · 1 delete · 4 not yet classified
Secrets
3 (API keys, tokens or passwords)
Install scripts
Not scanned yet
Runs as
Node.js package

Tools by what they do 18

Read from the source code; the running server may list different tools.

Read 8 · Look things up without changing anything.

  • analyze_conversation
  • describe_object
  • find_similar_opportunities
  • get_opportunity_details
  • get_user_info
  • list_objects
  • search_fields
  • search_opportunities

Write 5 · Create, change, send or run things.

  • batch
  • create_record
  • download_file
  • execute_soql
  • update_record

Delete 1 · Delete, drop, revoke or wipe things.

  • delete_record

Not yet classified 4 · We could not tell from the name and description.

  • analyze
  • enrich_opportunity
  • generate_business_case
  • opportunity_insights

Secrets and settings it asks for

Secrets: values you paste in that let it act as you.

  • SF_CLIENT_ID
  • SF_CLIENT_SECRET
  • SF_PASSWORD

Other settings (environment variables or headers).

  • SF_LOGIN_URL
  • SF_USERNAME

Tools (18)

Read from the source code; the running server may differ. Descriptions are the server’s own words; hidden characters are shown as [U+…].

  • analyze

    Run analytics on any Salesforce object — group by categorical fields, aggregate numeric fields, and compute custom expressions. Uses field-type metadata for validation.

  • analyze_conversation

    Analyze conversation activity and engagement patterns for an opportunity. Extracts insights from Gong calls, emails, and other activities to provide engagement recommendations.

  • batch

    Execute multiple operations in a single call with result references. Use $N.field to reference prior results (e.g., $0.id for the ID from operation 0). Destructive operations require confirm: true.

  • create_record

    Create a new record in Salesforce. Supports both standard and custom fields in the data object.

  • delete_record

    Delete a record from Salesforce

  • describe_object

    Get an object's full metadata, including every standard and custom field when includeFields is true. Returns the complete schema — exhaustive but unranked, and large on customised objects. To find out which fields this org actually populates, read `salesforce://field-catalog/{objectName}` instead; it is ranked and far smaller.

  • download_file

    Download a file from Salesforce. Accepts a ContentVersionId (068...) or ContentDocumentId (069...). Saves to a sandboxed workspace directory (default: ~/.local/share/salesforce-cloud-mcp/workspace/, configurable via SF_WORKSPACE_DIR). Text files (CSV, JSON, XML, TXT, etc.) also return content inline. Binary files return the saved path.

  • enrich_opportunity

    Enrich an opportunity with market intelligence, industry insights, and strategic recommendations based on similar deal patterns and best practices.

  • execute_soql

    Execute a SOQL query. Supports both standard and custom fields (custom fields end with __c in their API names). To see which fields this org actually populates on an object, read the `salesforce://field-catalog/{objectName}` resource — it is ranked, far smaller than a full schema, and works for any object. That catalog is a usage filter rather than a field list: standard fields remain queryable whether or not they appear in it. Use describe_object when you want an object's complete schema.

  • find_similar_opportunities

    Find opportunities similar to a reference opportunity or based on specific criteria. Includes pattern analysis and similarity scoring to identify market trends and success patterns.

  • generate_business_case

    Generate a markdown business case report for an opportunity. Fetches opportunity details, contacts, conversation insights, and similar won deals to produce a complete report.

  • get_opportunity_details

    Get detailed information about a Salesforce opportunity including all available fields (both standard and custom), related records, and metadata

  • get_user_info

    Get information about the current user

  • list_objects

    List all available Salesforce objects, including both standard and custom objects

  • opportunity_insights

    Generate detailed insights and analytics from opportunity data including pipeline health, performance metrics, industry trends, and strategic recommendations.

Show 3 more tools
  • search_fields

    Find the field(s) that carry a concept, when you know what you want to query but not the API name. Searches every scored field on the discovered objects — not just the promoted ones — across API names, labels, and help text, ranked by match strength. Searches the core objects by default; pass objectName to scope to one, which discovers it on demand. Set includeValues to get the value set for matched picklists, so you can write the WHERE clause without a second lookup. The match is lexical, not semantic: it finds fields whose name, label or help text contains the term, so a concept this org nam…

  • search_opportunities

    Search for Salesforce opportunities by name, account, and stage. Returns matching opportunities ordered by close date. Results include both standard and custom fields.

  • update_record

    Update an existing record in Salesforce. Supports updating both standard and custom fields.

Signals

Stars
6
Forks
4
Open issues
0
Weekly downloads
38
Last commit
Aug 31, 2026 (1 month ago)
Last release
Aug 31, 2026 (1 month ago)
Last package publish
Aug 31, 2026 (1 month ago)

From GitHub (fetched Oct 24, 2026) and the package registry.

Details

Registry name
io.github.aaronsb/salesforce-cloud
Version
0.8.2
Auth
API key
Packages
npm @aaronsb/salesforce-cloud-mcp
License
MIT
Repository
github.com/aaronsb/salesforce-cloud
Website
github.com/aaronsb/salesforce-cloud#readme
First seen
Oct 24, 2026
Last checked
Oct 25, 2026
Source
Official MCP Registrygithub-graphql

More from aaronsb

Cite this page

Salesforce Cloud MCP server. Agent Mart. https://agentmart.dev/connectors/aaronsb-salesforce-cloud (last updated 2026-10-25)