Salesforce MCP Server for Windsurf 12 tools — connect in under 2 minutes
Windsurf brings agentic AI coding to a purpose-built IDE. Connect Salesforce through Vinkius and Cascade will auto-discover every tool. ask questions, generate code, and act on live data without leaving your editor.
ASK AI ABOUT THIS MCP SERVER
Vinkius supports streamable HTTP and SSE.
Vinkius Desktop App
The modern way to manage MCP Servers — no config files, no terminal commands. Install Salesforce and 2,500+ MCP Servers from a single visual interface.
{
"mcpServers": {
"salesforce": {
"url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
}
}
}
* 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.
Windsurf's Cascade agent chains multiple Salesforce tool calls autonomously. query data, analyze results, and generate code in a single agentic session. Paste Vinkius Edge URL, reload, and all 12 tools are immediately available. Real-time tool feedback appears inline, so you see API responses directly in your editor.
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 Windsurf 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 Windsurf via MCP
Follow these steps to integrate the Salesforce MCP Server with Windsurf.
Open MCP Settings
Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"
Add the server
Paste the JSON configuration above into mcp_config.json
Save and reload
Windsurf will detect the new server automatically
Start using Salesforce
Open Cascade and ask: "Using Salesforce, help me...". 12 tools available
Why Use Windsurf with the Salesforce MCP Server
Windsurf provides unique advantages when paired with Salesforce through the Model Context Protocol.
Windsurf's Cascade agent autonomously chains multiple tool calls in sequence, solving complex multi-step tasks without manual intervention
Purpose-built for agentic workflows. Cascade understands context across your entire codebase and integrates MCP tools natively
JSON-based configuration means zero code changes: paste a URL, reload, and all 12 tools are immediately available
Real-time tool feedback is displayed inline, so you see API responses directly in your editor without switching contexts
Salesforce + Windsurf Use Cases
Practical scenarios where Windsurf combined with the Salesforce MCP Server delivers measurable value.
Automated code generation: ask Cascade to fetch data from Salesforce and generate models, types, or handlers based on real API responses
Live debugging: query Salesforce tools mid-session to inspect production data while debugging without leaving the editor
Documentation generation: pull schema information from Salesforce and have Cascade generate comprehensive API docs automatically
Rapid prototyping: combine Salesforce data with Cascade's code generation to scaffold entire features in minutes
Salesforce MCP Tools for Windsurf (12)
These 12 tools become available when you connect Salesforce to Windsurf 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 Windsurf
Ready-to-use prompts you can give your Windsurf 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 Windsurf
Common issues when connecting Salesforce to Windsurf through the Vinkius, and how to resolve them.
Server not connecting
Salesforce + Windsurf FAQ
Common questions about integrating Salesforce MCP Server with Windsurf.
How does Windsurf discover MCP tools?
mcp_config.json file on startup and connects to each configured server via Streamable HTTP. Tools are listed in the MCP panel and available to Cascade automatically.Can Cascade chain multiple MCP tool calls?
Does Windsurf support multiple MCP servers?
mcp_config.json. Each server's tools appear in the MCP panel and Cascade can use tools from different servers in a single flow.Connect Salesforce with your favorite client
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Connect Salesforce to Windsurf
Get your token, paste the configuration, and start using 12 tools in under 2 minutes. No API key management needed.