Salesforce MCP. Manage your entire sales pipeline through natural conversation.

Look, you've got a CRM full of data—accounts, leads, opportunities—and talking to it is usually a headache. This MCP Server changes that. It lets your AI client talk directly to Salesforce, giving it the ability to manage everything in your sales pipeline using plain conversation. You get full control over reading and writing every single piece of data.

When you need to know what's going on across the board, you don't want to run ten different reports. That's why we got global_search; it hits Accounts, Contacts, Leads, and all those other major objects at once, pulling back matches from every place simultaneously. If that ain't enough searching power, you can use soql_query.

This tool lets you write any custom SOQL query you want, giving you surgical precision over which fields and exactly which records come back. You dictate the filter, period.

Need to build out a new client record from scratch? You gotta use create_record. Just feed it the JSON structure for what you need—say, an Account or a Contact—and your agent builds that brand-new Salesforce entry instantly. But if you just got bad data and realize you don't need it anymore, delete_record handles the cleanup.

Be careful with this one; it permanently deletes stuff, so make sure what you tell it to delete is actually garbage.

When you only care about one specific record—like that big opportunity for Acme Corp—you use get_record. You know the SObject type and you have the unique ID? This tool pulls all the data associated with that single record. Wanna see what kinds of records exist in your environment? Run describe_object; it spits out the metadata, showing you all the available fields and the object's structure so you know exactly what to expect.

If you just want a quick overview instead of digging into IDs, there are list tools. You can use list_accounts to pull a complete roster of every account in your system, or run list_contacts to grab all the contacts from that dataset. For sales tracking, list_opportunities shows you a rundown of all active opportunities, letting you see their current stage and dollar value right off the bat.

And if you wanna know what kind of reports are even possible in your system, run list_reports to get that master list of available report types.

Now for modifying data—this is where it gets powerful. If a record exists but some fields are wrong or outdated, don't sweat it. You use update_record. You specify the object type, give it the ID, and then you feed in the new JSON values you want to stick. It modifies that existing data point for you.

For deep dives, if a specific report is needed, running run_report executes that named report, and your agent gets those results right back. Remember, when all this feels too complex for direct queries, you always have the soql_query fallback to keep things granular.

You've got everything: from getting a list of available reports with list_reports, to executing that report data using run_report. You can manage full CRUD operations—Create, Read, Update, Delete—on every SObject type. Whether you need to check the structure first with describe_object or pull specific details via get_record, your AI client handles it all natively within the Salesforce environment.