Can I run custom SOQL queries?

Yes! The `soql_query` tool accepts any valid SOQL string. Example: SELECT Id, Name, Amount FROM Opportunity WHERE StageName = 'Closed Won' LIMIT 20.

Can I create records in any object?

Yes! Use `create_record` with the SObject type (Account, Contact, Lead, etc.) and a JSON string of fields.

How do I search across all Salesforce data?

Use `global_search` with your search text. It uses SOSL to find matches across Accounts, Contacts, Leads, and all other objects simultaneously.

Salesforce MCP Server for AutoGen 12 tools — connect in under 2 minutes

Name: Salesforce
Availability: InStock
Author: Vinkius

microsoft.github.io/autogen/docs/tools/mcp-tools

Built by Vinkius GDPR 12 Tools Framework

Microsoft AutoGen enables multi-agent conversations where agents negotiate, delegate, and execute tasks collaboratively. Add Salesforce as an MCP tool provider through the Vinkius and every agent in the group can access live data and take action.

Get MCP Server for AI Agents

ASK AI ABOUT THIS MCP SERVER

Open in ChatGPT Open in Claude Open in Perplexity

Vinkius supports streamable HTTP and SSE.

python

import asyncio
from autogen_agentchat.agents import AssistantAgent
from autogen_ext.tools.mcp import McpWorkbench

async def main():
    # Your Vinkius token — get it at cloud.vinkius.com
    async with McpWorkbench(
        server_params={"url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"},
        transport="streamable_http",
    ) as workbench:
        tools = await workbench.list_tools()
        agent = AssistantAgent(
            name="salesforce_agent",
            tools=tools,
            system_message=(
                "You help users with Salesforce. "
                "12 tools available."
            ),
        )
        print(f"Agent ready with {len(tools)} tools")

asyncio.run(main())

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* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure

About Salesforce MCP Server

Connect your Salesforce CRM to any AI agent and manage your entire sales pipeline through natural conversation.

AutoGen enables multi-agent conversations where agents negotiate, delegate, and collaboratively use Salesforce tools. Connect 12 tools through the Vinkius and assign role-based access — a data analyst queries while a reviewer validates, with optional human-in-the-loop approval for sensitive operations.

What you can do

SOQL Queries — Execute any SOQL query to retrieve data across all objects
Account Management — List, view, create, and update accounts
Contact & Lead Management — Browse contacts, search across all objects
Opportunity Tracking — Monitor pipeline, create and update deals
Reports — List and execute Salesforce reports
Full CRUD — Create, read, update, and delete any SObject type
Global Search — Full-text search across all Salesforce data

The Salesforce MCP Server exposes 12 tools through the Vinkius. Connect it to AutoGen in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.

How to Connect Salesforce to AutoGen via MCP

Follow these steps to integrate the Salesforce MCP Server with AutoGen.

Install AutoGen

Run pip install "autogen-ext[mcp]"

Replace the token

Replace [YOUR_TOKEN_HERE] with your Vinkius token

Integrate into workflow

Use the agent in your AutoGen multi-agent orchestration

Explore tools

The workbench discovers 12 tools from Salesforce automatically

Why Use AutoGen with the Salesforce MCP Server

AutoGen provides unique advantages when paired with Salesforce through the Model Context Protocol.

Multi-agent conversations: multiple AutoGen agents discuss, delegate, and collaboratively use Salesforce tools to solve complex tasks

Role-based architecture lets you assign Salesforce tool access to specific agents — a data analyst queries while a reviewer validates

Human-in-the-loop support: agents can pause for human approval before executing sensitive Salesforce tool calls

Code execution sandbox: AutoGen agents can write and run code that processes Salesforce tool responses in an isolated environment

Salesforce + AutoGen Use Cases

Practical scenarios where AutoGen combined with the Salesforce MCP Server delivers measurable value.

Collaborative analysis: one agent queries Salesforce while another validates results and a third generates the final report

Automated review pipelines: a researcher agent fetches data from Salesforce, a critic agent evaluates quality, and a writer produces the output

Interactive planning: agents negotiate task allocation using Salesforce data to make informed decisions about resource distribution

Code generation with live data: an AutoGen coder agent writes scripts that process Salesforce responses in a sandboxed execution environment

Salesforce MCP Tools for AutoGen (12)

These 12 tools become available when you connect Salesforce to AutoGen via MCP:

create_record

Provide JSON fields as a string. Create a new Salesforce record

delete_record

This action is irreversible. Delete a Salesforce record

describe_object

Useful for understanding data structure. Get metadata about a Salesforce object

get_record

Specify the SObject type (Account, Contact, Opportunity, Case, Lead) and the record ID. Get a specific Salesforce record by type and ID

global_search

Returns matches across Accounts, Contacts, Leads, and other objects simultaneously. Search across all Salesforce objects

list_accounts

List Salesforce accounts

list_contacts

List Salesforce contacts

list_opportunities

List sales opportunities

list_reports

List available Salesforce reports

run_report

Use list_reports first to find the report ID. Execute a Salesforce report and get results

soql_query

Example: SELECT Id, Name FROM Account WHERE Industry = 'Technology' LIMIT 10 Execute a SOQL query against Salesforce

update_record

Provide the SObject type, ID, and JSON fields to update. Update an existing Salesforce record

Example Prompts for Salesforce in AutoGen

Ready-to-use prompts you can give your AutoGen agent to start working with Salesforce immediately.

"Show me all open opportunities worth over $50,000."

"Create a new lead for John Smith from TechCo, email john@techco.com."

"Run the Monthly Sales Report."

Troubleshooting Salesforce MCP Server with AutoGen

Common issues when connecting Salesforce to AutoGen through the Vinkius, and how to resolve them.

McpWorkbench not found

Install: pip install "autogen-ext[mcp]"

Salesforce + AutoGen FAQ

Common questions about integrating Salesforce MCP Server with AutoGen.

How does AutoGen connect to MCP servers?

Create an MCP tool adapter and assign it to one or more agents in the group chat. AutoGen agents can then call Salesforce tools during their conversation turns.

Can different agents have different MCP tool access?

Yes. AutoGen's role-based architecture lets you assign specific MCP tools to specific agents, so a querying agent has different capabilities than a reviewing agent.