Salesforce MCP server

Add Contact to Campaign

Adds a contact to a campaign with a member status.

3 fields

Add File to Record

Uploads a file and attaches it to an existing record.

4 fields

Add Lead to Campaign

Adds a lead to a campaign with a member status.

3 fields

Create Legacy Attachment

Creates a classic attachment. For new work, use Add File to Record.

4 fields

Create Case

Creates a case for a customer issue.

8 fields

Create Contact

Creates a contact.

7 fields

Create Lead

Creates a lead.

7 fields

Create Note

Creates a note on a record.

4 fields

Create Opportunity

Creates an opportunity.

6 fields

Create Record

Creates a record of any object.

2 fields

Create Task

Creates a task.

7 fields

Delete Opportunity

Deletes an opportunity. It goes to the Recycle Bin.

2 fields

Delete Record

Deletes a record. It goes to the Recycle Bin.

3 fields

Export Report

Exports a report as an Excel file.

1 field

Find Child Records

Finds child records related to a parent record.

3 fields

Find Record

Finds records where a field equals a value, up to 200.

3 fields

Find Records by Query

Finds up to 200 records of an object that match SOQL conditions.

2 fields

Get Record Attachments

Lists the files and classic attachments on a record.

2 fields

Run Query

Runs a SOQL query in Salesforce.

1 field

Run Report

Runs a report and returns its rows.

2 fields

Log Email

Records an email on a contact or lead. Salesforce does not send it.

5 fields

Update Contact

Updates a contact.

9 fields

Update Lead

Updates a lead.

9 fields

Update Record

Updates fields on a record of any object.

4 fields

Batch Upsert

Creates or updates up to 200 records, matched on an external ID.

3 fields

Bulk Upsert

Creates or updates records from a CSV with a Bulk API job.

4 fields

Custom API Call

Make a custom API call to a specific endpoint

10 fields

New Case Attachment

Fires when a new Attachment or File is added to any Case record.

New Contact

Fires when a new Contact record is created in Salesforce.

New Field History Event

Fires when a tracked field is updated on a specified object.

1 field

New Lead

Fires when a new Lead record is created in Salesforce.

New or Updated Record

Fires when a record of the chosen object is created or changed.

2 fields

New Outbound Message

Fires when Salesforce sends an outbound message to this flow.

1 field

New Record

Fires when a record of the chosen object is created.

2 fields

New or Updated File

Fires when a file is added or changed. Classic attachments are not included.

1 field

New Case in Queue

Fires when a case is assigned to the chosen queue.

1 field