Salesforce MCP Server for LlamaIndex 12 tools — connect in under 2 minutes
LlamaIndex specializes in data-aware AI agents that connect LLMs to structured and unstructured sources. Add Salesforce as an MCP tool provider through the Vinkius and your agents can query, analyze, and act on live data alongside your existing indexes.
ASK AI ABOUT THIS MCP SERVER
Vinkius supports streamable HTTP and SSE.
import asyncio
from llama_index.tools.mcp import BasicMCPClient, McpToolSpec
from llama_index.core.agent.workflow import FunctionAgent
from llama_index.llms.openai import OpenAI
async def main():
# Your Vinkius token — get it at cloud.vinkius.com
mcp_client = BasicMCPClient("https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp")
mcp_tool_spec = McpToolSpec(client=mcp_client)
tools = await mcp_tool_spec.to_tool_list_async()
agent = FunctionAgent(
tools=tools,
llm=OpenAI(model="gpt-4o"),
system_prompt=(
"You are an assistant with access to Salesforce. "
"You have 12 tools available."
),
)
response = await agent.run(
"What tools are available in Salesforce?"
)
print(response)
asyncio.run(main())
* 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.
LlamaIndex agents combine Salesforce tool responses with indexed documents for comprehensive, grounded answers. Connect 12 tools through the Vinkius and query live data alongside vector stores and SQL databases in a single turn — ideal for hybrid search, data enrichment, and analytical workflows.
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 LlamaIndex 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 LlamaIndex via MCP
Follow these steps to integrate the Salesforce MCP Server with LlamaIndex.
Install dependencies
Run pip install llama-index-tools-mcp llama-index-llms-openai
Replace the token
Replace [YOUR_TOKEN_HERE] with your Vinkius token
Run the agent
Save to agent.py and run: python agent.py
Explore tools
The agent discovers 12 tools from Salesforce
Why Use LlamaIndex with the Salesforce MCP Server
LlamaIndex provides unique advantages when paired with Salesforce through the Model Context Protocol.
Data-first architecture: LlamaIndex agents combine Salesforce tool responses with indexed documents for comprehensive, grounded answers
Query pipeline framework lets you chain Salesforce tool calls with transformations, filters, and re-rankers in a typed pipeline
Multi-source reasoning: agents can query Salesforce, a vector store, and a SQL database in a single turn and synthesize results
Observability integrations show exactly what Salesforce tools were called, what data was returned, and how it influenced the final answer
Salesforce + LlamaIndex Use Cases
Practical scenarios where LlamaIndex combined with the Salesforce MCP Server delivers measurable value.
Hybrid search: combine Salesforce real-time data with embedded document indexes for answers that are both current and comprehensive
Data enrichment: query Salesforce to augment indexed data with live information before generating user-facing responses
Knowledge base agents: build agents that maintain and update knowledge bases by periodically querying Salesforce for fresh data
Analytical workflows: chain Salesforce queries with LlamaIndex's data connectors to build multi-source analytical reports
Salesforce MCP Tools for LlamaIndex (12)
These 12 tools become available when you connect Salesforce to LlamaIndex 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 LlamaIndex
Ready-to-use prompts you can give your LlamaIndex 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 LlamaIndex
Common issues when connecting Salesforce to LlamaIndex through the Vinkius, and how to resolve them.
BasicMCPClient not found
pip install llama-index-tools-mcpSalesforce + LlamaIndex FAQ
Common questions about integrating Salesforce MCP Server with LlamaIndex.
How does LlamaIndex connect to MCP servers?
Can I combine MCP tools with vector stores?
Does LlamaIndex support async MCP calls?
Connect Salesforce with your favorite client
Step-by-step setup guides for every MCP-compatible client and framework:
Anthropic's native desktop app for Claude with built-in MCP support.
AI-first code editor with integrated LLM-powered coding assistance.
GitHub Copilot in VS Code with Agent mode and MCP support.
Purpose-built IDE for agentic AI coding workflows.
Autonomous AI coding agent that runs inside VS Code.
Anthropic's agentic CLI for terminal-first development.
Python SDK for building production-grade OpenAI agent workflows.
Google's framework for building production AI agents.
Type-safe agent development for Python with first-class MCP support.
TypeScript toolkit for building AI-powered web applications.
TypeScript-native agent framework for modern web stacks.
Python framework for orchestrating collaborative AI agent crews.
Leading Python framework for composable LLM applications.
Data-aware AI agent framework for structured and unstructured sources.
Microsoft's framework for multi-agent collaborative conversations.
Connect Salesforce to LlamaIndex
Get your token, paste the configuration, and start using 12 tools in under 2 minutes. No API key management needed.