Salesforce MCP server

Add Contact to Campaign

Add a contact to a campaign.

3 fields

Add File to Record

Uploads a file and attaches it to an existing record.

4 fields

Add Lead to Campaign

Adds an existing lead to an existing campaign.

3 fields

Create Attachment (Legacy)

Creates a legacy Attachment record. Salesforce recommends using "Add File to Record" for modern apps.

4 fields

Create Case

Creates a Case, which represents a customer issue or problem.

8 fields

Create Contact

Creates a new contact record.

7 fields

Create Lead

Creates a new lead.

7 fields

Create Note

Creates a note and attaches it to a record.

4 fields

Create Opportunity

Creates a new opportunity.

6 fields

Create Record

Create a record of a given object.

2 fields

Create Task

Creates a new task.

7 fields

Delete Opportunity

Deletes an opportunity.

1 field

Delete Record

Deletes an existing record in an object.

2 fields

Export Report

Export a Salesforce report as an Excel file.

1 field

Find Child Records

Finds child records related to a parent record.

3 fields

Find Record

Finds a record by a field value.

3 fields

Find Records by Query (Advanced)

Finds records in an object using a SOQL WHERE clause.

2 fields

Get Record Attachments

Get all attachments (both classic and modern Files) for a record.

2 fields

Run Query (Advanced)

Run a salesforce query

1 field

Run Report

Execute a Salesforce analytics report and return the results as easy-to-use rows.

2 fields

Send Email

Sends an email to a Contact or Lead by creating an EmailMessage record.

4 fields

Update Contact

Update an existing contact.

8 fields

Update Lead

Update an existing lead.

8 fields

Update Record

Updates an existing record.

3 fields

Batch Upsert (Advanced)

Batch upsert a record by external id

3 fields

Bulk Upsert (Advanced)

Bulk upsert a record by external id

3 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

Triggers when there is new or updated record

2 fields

New Outbound Message

Fires when a new outbound message is received from Salesforce.

New Record

Triggers when there is new record

2 fields

New or Updated File

Fires when a file (ContentDocument) is created or updated. Does not fire for classic Attachments or Notes.

New Case in Queue

Triggers when a new Case record is assigned to a specified queue.

1 field