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Salesforce CRM MCP server: accounts, contacts, opportunities, leads, tasks, and custom objects

Connector by mindstone · GitHub account verified by the MCP Registry

IndexedLicense unknownLocal (stdio)★ 13
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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/mindstone-mcp-server-salesforce

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

Salesforce CRM MCP server: accounts, contacts, opportunities, leads, tasks, and custom objects

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
18 read · 1 write · 18 delete
Secrets
2 (API keys, tokens or passwords)
Install scripts
Not scanned yet
Runs as
Node.js package

Tools by what they do 37

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

Read 18 · Look things up without changing anything.

  • salesforce_describe_object
  • salesforce_get_accounts
  • salesforce_get_campaign_members
  • salesforce_get_campaigns
  • salesforce_get_cases
  • salesforce_get_contacts
  • salesforce_get_events
  • salesforce_get_leads
  • salesforce_get_notes
  • salesforce_get_opportunities
  • salesforce_get_records
  • salesforce_get_tasks
Show 6 more tools
  • salesforce_get_users
  • salesforce_list_connected_accounts
  • salesforce_list_objects
  • salesforce_query
  • salesforce_run_report
  • salesforce_search

Write 1 · Create, change, send or run things.

  • salesforce_connect_account

Delete 18 · Delete, drop, revoke or wipe things.

  • salesforce_convert_lead
  • salesforce_create_account
  • salesforce_create_case
  • salesforce_create_contact
  • salesforce_create_event
  • salesforce_create_lead
  • salesforce_create_note
  • salesforce_create_opportunity
  • salesforce_create_record
  • salesforce_create_task
  • salesforce_disconnect_account
  • salesforce_update_account
Show 6 more tools
  • salesforce_update_case
  • salesforce_update_contact
  • salesforce_update_lead
  • salesforce_update_opportunity
  • salesforce_update_record
  • salesforce_update_task

Secrets and settings it asks for

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

  • SALESFORCE_ACCESS_TOKEN
  • SALESFORCE_CLIENT_SECRET

Other settings (environment variables or headers).

  • SALESFORCE_CLIENT_ID
  • SALESFORCE_CONFIG_DIR
  • SALESFORCE_INSTANCE_URL
  • SALESFORCE_OAUTH_PORT
  • SALESFORCE_OAUTH_SCOPES
  • SALESFORCE_SANDBOX

Files it touches

  • Any path the agent passes to its tools

Tools (37)

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

  • salesforce_connect_account

    Connect a Salesforce account via OAuth. Takes no parameters — call with {}. Initiates OAuth flow — in standalone mode, opens a browser URL for Salesforce sign-in. In bridge mode, delegates to the host app. WHEN TO USE: - No Salesforce account is connected - Authentication errors from other tools - User asks to connect Salesforce After connecting, verify with salesforce_list_connected_accounts.

  • salesforce_convert_leadcan change or delete data

    Convert a lead into Account + Contact, and optionally an Opportunity. Required: lead_id. Optional: create_opportunity, opportunity_name.

  • salesforce_create_accountcan change or delete data

    Create a CRM account. Required: name. Optional: industry, type, phone, website, description, fields.

  • salesforce_create_casecan change or delete data

    Create a support case. Required: subject. Optional: status, priority, origin, description, related_account_id, related_contact_id, fields.

  • salesforce_create_contactcan change or delete data

    Create a contact. Required: last_name. Optional: first_name, email, phone, title, related_account_id, fields.

  • salesforce_create_eventcan change or delete data

    Create a calendar event. Required: subject, start_date_time, end_date_time. Optional: location, description, who_id, what_id, is_all_day_event, owner_id, fields. Datetimes must be ISO 8601 (e.g. "2026-01-09T14:30:00Z"); all-day events accept plain dates (YYYY-MM-DD).

  • salesforce_create_leadcan change or delete data

    Create a lead. Required: last_name, company. Optional: first_name, email, phone, title, status, fields.

  • salesforce_create_notecan change or delete data

    Create a note (ContentNote). Required: title, body. Optional: parent_id — a record ID to attach the note to (Account, Contact, Opportunity, Case, Lead, etc.).

  • salesforce_create_opportunitycan change or delete data

    Create an opportunity. Required: name, stage_name, close_date (YYYY-MM-DD). Optional: amount, related_account_id, description, fields.

  • salesforce_create_recordcan change or delete data

    Generic record creation for any Salesforce object. For standard objects, prefer dedicated tools.

  • salesforce_create_taskcan change or delete data

    Create a task. Required: subject. Optional: status, priority, who_id, what_id, activity_date, description, owner_id, fields.

  • salesforce_describe_objectread-only

    Get object metadata and field definitions. Returns field names, types, and required flags. Requires object_name (or its alias object). Common objects: Account, Contact, Opportunity, Lead, Case, Task.

  • salesforce_disconnect_accountcan change or delete data

    Disconnect a Salesforce account. Example: { "username": "user@company.com" } Accepts the account `ref` from salesforce_list_connected_accounts as well as the raw username. Permanently removes stored credentials. Use when switching accounts or troubleshooting.

  • salesforce_get_accountsread-only

    Get CRM accounts. Filters: name_contains, industry, account_type. Returns: Id, Name, Industry, Type, Phone, Website, Description. Max 200 records (default: 50).

  • salesforce_get_campaign_membersread-only

    Get campaign members (leads/contacts in a campaign). Filters: campaign_id, lead_id, contact_id, status. Returns: Id, CampaignId, LeadId, ContactId, Status, CreatedDate. Max 200 (default: 50).

Show 22 more tools
  • salesforce_get_campaignsread-only

    Get marketing campaigns. Filters: name_contains, campaign_type, status, is_active, start_date_from, start_date_to. Returns: Id, Name, Type, Status, IsActive, StartDate, EndDate, Description. Max 200 (default: 50).

  • salesforce_get_casesread-only

    Get support cases. Filters: subject_contains, status, priority, related_account_id, related_contact_id, is_closed. Returns: Id, CaseNumber, Subject, Status, Priority, Origin, Description, AccountId, ContactId, OwnerId, CreatedDate, ClosedDate. Max 200 (default: 50).

  • salesforce_get_contactsread-only

    Get contacts. Filters: name_contains, email_contains, related_account_id. Returns: Id, FirstName, LastName, Email, Phone, Title, AccountId. Max 200 (default: 50).

  • salesforce_get_eventsread-only

    Get calendar events. Filters: subject_contains, who_id, what_id, start_from, start_to. Dates accept YYYY-MM-DD (midnight UTC) or ISO 8601 datetimes. Returns: Id, Subject, StartDateTime, EndDateTime, Location, Description, WhoId, WhatId, OwnerId, IsAllDayEvent. Max 200 (default: 50).

  • salesforce_get_leadsread-only

    Get leads. Filters: name_contains, company_contains, email_contains, status. Max 200 (default: 50).

  • salesforce_get_notesread-only

    Get notes attached to a record (ContentNote linked via ContentDocumentLink). Required: parent_id (Account, Contact, Opportunity, Case, Lead, or any record ID). Returns note Id, Title, TextPreview, CreatedDate, OwnerId; set include_body=true to also return the full note text. Max 200 (default: 50).

  • salesforce_get_opportunitiesread-only

    Get opportunities. Filters: name_contains, stage, related_account_id, close_date_from, close_date_to. Dates must be YYYY-MM-DD. Max 200 (default: 50).

  • salesforce_get_recordsread-only

    Generic record query for any Salesforce object. Requires object_name (or its alias sobject). For standard objects, prefer dedicated get tools.

  • salesforce_get_tasksread-only

    Get tasks. Filters: subject_contains, status, priority, who_id, what_id, activity_date_from, activity_date_to. Max 200 (default: 50).

  • salesforce_get_usersread-only

    Get Salesforce users. Filters: name_contains, email_contains, role_contains, is_active. Max 200 (default: 50).

  • salesforce_list_connected_accountsread-only

    List connected Salesforce accounts. Takes no parameters — call with {}. Call this FIRST before any Salesforce CRM operations to verify authentication. This MCP instance operates on a single Salesforce account. If no account is connected, use salesforce_connect_account.

  • salesforce_list_objectsread-only

    List available Salesforce sObjects. Default shows custom objects only. Set custom_only=false to include standard objects.

  • salesforce_queryread-only

    Execute a raw SOQL query. For advanced queries only — prefer dedicated tools for standard operations. Requires query (or its alias soql). Max 200 records enforced.

  • salesforce_run_reportread-only

    Run an existing Salesforce report (Analytics REST API) and return its aggregated result. Required: report_id (the report's 15- or 18-character ID, visible in the report URL). Set include_details=true to include detail rows, not just groupings and aggregates.

  • salesforce_searchread-only

    Cross-object full-text search (SOSL). Use for "find anything mentioning X" requests — searches names, emails, and other indexed text fields at once. Requires search_term (or its alias query). Defaults to Account, Contact, Lead, Opportunity; pass objects to widen or narrow. Max 200 results; the response's "truncated" flag is true when more matches exist beyond the limit.

  • salesforce_update_accountcan change or delete data

    Update a CRM account. Required: id. Updatable: name, industry, type, phone, website, description, fields.

  • salesforce_update_casecan change or delete data

    Update a support case. Required: id. Updatable: subject, status, priority, origin, description, related_account_id, related_contact_id, fields.

  • salesforce_update_contactcan change or delete data

    Update a contact. Required: id. Updatable: first_name, last_name, email, phone, title, fields.

  • salesforce_update_leadcan change or delete data

    Update a lead. Required: lead_id. Updatable: first_name, last_name, company, email, phone, title, status, fields.

  • salesforce_update_opportunitycan change or delete data

    Update an opportunity. Required: id. Updatable: name, stage_name, close_date (YYYY-MM-DD), amount, description, fields.

  • salesforce_update_recordcan change or delete data

    Generic record update for any Salesforce object. For standard objects, prefer dedicated tools. Requires id (or its alias record_id).

  • salesforce_update_taskcan change or delete data

    Update a task. Required: id. Updatable: subject, status, priority, who_id, what_id, activity_date, description, owner_id, fields.

Signals

Stars
13
Forks
4
Open issues
1
Weekly downloads
24
Last commit (this folder)
Oct 13, 2026 (16 days ago)
Last release
Sep 29, 2026 (1 month ago)
Last package publish
Sep 29, 2026 (1 month ago)

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

Details

Registry name
io.github.mindstone/mcp-server-salesforce
Version
0.2.3
Auth
API key
Packages
npm @mindstone/mcp-server-salesforce
License
License unknown
Repository
github.com/mindstone/mcp-servers
First seen
Oct 24, 2026
Last checked
Oct 24, 2026
Source
Official MCP Registrygithub-graphql

More from mindstone

Cite this page

Salesforce MCP server. Agent Mart. https://agentmart.dev/connectors/mindstone-mcp-server-salesforce (last updated 2026-10-24)