AI Agent for Salesforce MCP
Integrate Claude with Salesforce for natural language access to your Salesforce data and metadata. The Salesforce MCP Server empowers you to query, manage, and modify Salesforce objects and records using conversational AI, streamlining workflows and making Salesforce management more intuitive.
Conversational Salesforce Management
Empower your teams to interact with Salesforce using natural language. Create, search, and manage objects, fields, and records with AI-driven commands, reducing manual effort and boosting productivity.
- Object & Field Management.
- Create and modify Salesforce objects and fields using natural language, simplifying customizations.
- Smart Object Search.
- Find standard and custom objects quickly, even with partial name searches.
- Detailed Schema Insights.
- Access comprehensive field and relationship details for any Salesforce object instantly.
- Flexible Data Queries.
- Query records, explore relationships, and apply complex filters with ease.
Advanced Data Operations & Apex Automation
Streamline record management and automate business logic. Perform bulk data manipulations, manage Apex code and triggers, and execute anonymous Apex for powerful automation.
- Bulk Data Manipulation.
- Insert, update, delete, and upsert Salesforce records in bulk using simple AI prompts.
- Apex Code & Trigger Management.
- Read, create, and update Apex classes and triggers directly through natural language.
- Anonymous Apex Execution.
- Execute Apex code snippets instantly for custom operations and debugging.
Comprehensive Security & Cross-Object Search
Control field-level access, manage debug logs, and perform powerful cross-object searches with ease. Maintain robust security while gaining actionable insights across your Salesforce org.
- Field Security Management.
- Grant or revoke field permissions for profiles, ensuring compliance and control.
- Cross-Object SOSL Search.
- Search across multiple Salesforce objects for unified results and insights.
- Debug Log Management.
- Enable, disable, and retrieve Salesforce debug logs for robust troubleshooting.
MCP INTEGRATION
Available Salesforce MCP Integration Tools
The following tools are available as part of the Salesforce MCP integration:
- salesforce_search_objects
Search for standard and custom Salesforce objects by partial name matches to quickly locate relevant data structures.
- salesforce_describe_object
Retrieve detailed schema information for any Salesforce object, including fields, relationships, and picklist values.
- salesforce_query_records
Query Salesforce records with support for relationships and complex filters to find and analyze relevant data.
- salesforce_aggregate_query
Execute aggregate queries with GROUP BY and functions like COUNT, SUM, and AVG to analyze grouped Salesforce data.
- salesforce_dml_records
Insert, update, delete, or upsert Salesforce records efficiently for streamlined data management.
- salesforce_manage_object
Create and modify custom Salesforce objects, including updating properties and configuring sharing settings.
- salesforce_manage_field
Add and modify custom fields on objects, manage field relationships, and control field level security access.
- salesforce_manage_field_permissions
Grant or revoke field-level security for specific profiles and view or bulk update existing field permissions.
- salesforce_search_all
Perform SOSL-based searches across multiple Salesforce objects for comprehensive information retrieval.
- salesforce_read_apex
Read full source code and metadata of Apex classes, with support for pattern matching and filtering.
- salesforce_write_apex
Create new or update existing Apex classes, specifying implementation and API version as needed.
- salesforce_read_apex_trigger
Read source code and metadata of Apex triggers, supporting name patterns and object-based queries.
- salesforce_write_apex_trigger
Create or update Apex triggers for objects, with control over API versions and event operations.
- salesforce_execute_anonymous
Execute anonymous Apex code for ad-hoc operations and view debug logs and execution results.
- salesforce_manage_debug_logs
Enable, disable, and retrieve Salesforce debug logs for users, including log level configuration.
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What is Salesforce MCP Server
Salesforce MCP Server is a specialized implementation of the Model Context Protocol (MCP), designed to facilitate seamless integration between AI applications, agents, and Salesforce tools and data sources. Developed and maintained by Salesforce, the MCP Server enables developers and enterprises to securely expose APIs, developer tools, and resources to AI agents using a unified, open-source protocol. This means that instead of building custom integrations for each AI tool, you can deploy one MCP server and instantly connect any MCP-compatible agent, such as Agentforce, Claude, or IDE plugins. The Salesforce MCP Server also emphasizes enterprise-grade security, governance, and policy enforcement, making it a robust solution for organizations looking to leverage AI-driven automation and orchestration across their Salesforce environments.
Capabilities
What we can do with Salesforce MCP Server
Salesforce MCP Server unlocks a wide range of powerful capabilities for developers, enterprises, and AI agents by providing secure, standardized access to Salesforce APIs, developer tools, and resources. The server simplifies workflows, enables natural language DevOps, and supports seamless integration of new and existing systems with AI applications.
- Natural Language DevOps
- Deploy code, create scratch orgs, and run tests in Salesforce using simple AI-driven commands.
- Enterprise Security & Governance
- Enforce strict security policies, rate-limiting, and access controls for all MCP-connected tools and agents.
- AI Assistant Connectivity
- Instantly connect AI agents like Agentforce, Claude, and others to Salesforce data and tools without custom code.
- API & Tool Exposure
- Expose both standard and custom APIs and developer tools to MCP-compatible clients and IDEs.
- Custom MCP Server Hosting
- Build and deploy custom MCP servers on platforms like Heroku, integrating with Salesforce and other enterprise systems.
How AI Agents Benefit from Salesforce MCP Server
AI agents gain secure, standardized, and scalable access to Salesforce tools, APIs, and resources through the MCP Server. This empowers agents to automate complex workflows, deliver natural language DevOps, and orchestrate multi-step business processes without the need for custom integrations. By leveraging Salesforce's enterprise-grade security and governance, AI agents can operate safely in production environments, unlocking new efficiencies and capabilities for organizations.