Salesforce MCP server for Claude, ChatGPT, Claude Code and Cursor

This action allows you to add a contact to a specific campaign in Salesforce. It creates a CampaignMember record to track the engagement of the contact with the campaign.

This action allows you to add a lead to a specific campaign in Salesforce. It manages the creation of a CampaignMember record to facilitate tracking of lead engagement with the campaign.

This action marks a specific task as completed in Salesforce. You can also include optional notes that will be appended to the task's existing description.

This action creates a new account in Salesforce using the details provided in the request. It allows for specifying various attributes of the account such as name, type, address, and industry.

This action creates a new campaign in Salesforce. It requires several details about the campaign, such as name, type, and dates. Upon successful creation, it returns the campaign ID and status.

This action creates a new contact in Salesforce using the provided details. It ensures all required fields are populated and communicates with the Salesforce API to register the contact.

This action creates a new lead in Salesforce using the provided details. It requires essential information like the lead's last name and company name, and can include additional optional fields.

This action creates a new note associated with a record in Salesforce. It allows users to specify details such as the note's title, body, and whether it should be private.

Creates a new opportunity in Salesforce based on the provided details. This action allows you to specify crucial information such as the opportunity name, close date, stage name, and other relevant fields.

This action creates a new task in Salesforce. It allows users to track activities, to-dos, and follow-ups related to contacts, leads, or other records.

This action allows you to permanently delete a specified account from Salesforce. Once executed, the deletion cannot be reversed.

This action deletes a contact from Salesforce permanently. Once deleted, the contact cannot be recovered.

This action allows the removal of a lead from the Salesforce system. Once executed, the lead is permanently deleted and cannot be recovered.

This action retrieves a specific account from Salesforce using its ID. It returns all fields and metadata associated with the account.

This action retrieves a contact from Salesforce using the provided contact ID. It returns the complete contact information along with all associated metadata.

This action fetches a lead from Salesforce based on a given lead ID. It returns all associated data for that lead, allowing users to access complete lead information.

This action retrieves detailed information about a specific opportunity in Salesforce based on the provided opportunity ID. It returns all fields and metadata associated with that opportunity.

This action retrieves user information from Salesforce. You can obtain details about the current user or specify a different user by their ID.

This action retrieves a list of accounts from Salesforce based on the provided SOQL query. Users can specify filters, sorting, and fields to customize the results.

This action retrieves a list of contacts from Salesforce based on a specified SOQL query. Users can filter, sort, and choose which fields to return in their results.

This action retrieves leads from Salesforce based on a specified SOQL query. It allows users to apply filters, sorts, and select specific fields from the leads data.

This action retrieves a list of opportunities from Salesforce by executing a provided SOQL query. It allows users to customize the query for tailored results, facilitating effective data extraction.

This action takes a SOQL query as input and executes it against Salesforce data. It retrieves the matching records and supports pagination for large result sets.

This action allows users to search for Salesforce accounts based on various criteria including account name, industry, type, and location. It returns a list of accounts that meet the specified search parameters.

This action allows users to search for Salesforce campaigns based on various criteria such as name, type, status, and date ranges. Users can filter results based on campaign activity and specify which fields to retrieve in the response. Note: Requires the Campaign object to be enabled in your Salesforce org (typically requires Marketing User license) and the connected user must have read permission on Campaign.

This action searches for contacts in Salesforce based on various criteria including name, email, phone number, account name, and job title. It allows for flexible and partial matching to find the desired contacts efficiently.

This action retrieves Salesforce leads based on various search criteria. Users can search using attributes such as name, email, phone, and more to find matching leads.

This action allows users to search for Salesforce notes based on various criteria including title, body content, owner, and creation date. It facilitates efficient retrieval of notes that match specified parameters.

This action allows users to search for Salesforce opportunities based on various criteria such as name, account association, stage in the sales process, potential amount, and closing dates. It returns a list of matching opportunities or related error information.

This action allows you to search for Salesforce tasks based on various criteria such as subject, status, priority, and assigned user. It helps you filter tasks effectively to find relevant information quickly.

This action sends an email to the specified recipients with the provided subject and body content. Additional options like CC, BCC, and logging can also be configured.

This action updates an existing account in Salesforce. It modifies specified fields with the new values provided by the user.

This action updates the information of an existing contact in Salesforce. You can provide any combination of fields to be updated, while leaving others unchanged.

This action updates the details of a lead in Salesforce. You can modify fields such as the lead's name, company, status, and more, allowing for detailed updates based on provided information.

This action updates an existing opportunity in Salesforce based on the supplied request parameters. Only the fields included in the request will be modified, allowing for selective updates to opportunity data.

This action adds a specified product as a line item to an existing opportunity in Salesforce. It ensures that all relevant details, such as pricing and quantity, are processed correctly for the opportunity.

This action applies lead assignment rules to a specified Salesforce lead. It determines the appropriate owner based on the rules configured in the organization.

This action updates a contact's association with an account in Salesforce. It takes the contact ID and account ID, and links the two by modifying the contact's AccountId field.

This action clones an existing sales opportunity and can also duplicate its associated products. It allows users to create a new opportunity with similar attributes to an original one, facilitating sales processes and record management.

This action clones an existing Salesforce record by fetching its data and creating a new record without certain system fields. Users can also specify updates to specific fields in the new record.

This action allows you to permanently remove a campaign from Salesforce. Once executed, the campaign cannot be recovered.

This action deletes a specified note from Salesforce. Once executed, the note is permanently removed and cannot be retrieved.

This action allows the user to permanently delete a specific opportunity from Salesforce. Once executed, the deletion cannot be reversed.

This action retrieves a campaign from Salesforce using its ID. It provides all available information related to the specified campaign.

This action retrieves detailed information about a specified dashboard in Salesforce. It includes important metadata such as components, layout, and filters associated with the dashboard.

This action fetches a specific note using its unique identifier from Salesforce. It returns all relevant fields and metadata associated with the note.

This action retrieves detailed metadata for a specified report from Salesforce. It provides information about the report's structure, including its fields and filters, allowing users to understand how the report is organized and any criteria applied to it.

This action retrieves the results associated with a specific report instance. It allows users to check the status and access the data generated from running the report.

This action retrieves a list of campaigns from Salesforce based on the specified SOQL query. It allows users to filter, sort, and select specific fields as needed.

This action retrieves a list of all dashboards from Salesforce. It provides basic metadata for each dashboard, such as name, ID, and URLs for access.

This action retrieves a list of email templates from Salesforce. The templates can be filtered based on search terms, template types, and folders, allowing for efficient access to desired templates.

This action retrieves notes stored in Salesforce based on a provided SOQL query. It works with Note (Classic) and ContentNote (Lightning) objects. It allows users to filter, sort, and select specific fields as per their requirements. For querying other objects like EmailMessage, use the general SOQL query action instead.

This action retrieves a list of all reports accessible in the Salesforce environment. It provides metadata such as report names, IDs, and their respective URLs for further usage.

This action logs a phone call in Salesforce, recording details such as who made the call, its duration, and the outcome. It helps track communication efficiently for future reference.

This action logs email activity in Salesforce by creating an EmailMessage record. It associates the email with related records, providing a way to track communications efficiently.

This action allows users to transfer the ownership of multiple Salesforce records to a new owner. It utilizes Salesforce's composite API to efficiently handle bulk transfers, ensuring that the process is quick and seamless.

This action takes a campaign ID and either a member ID or a campaign member ID and removes the associated lead or contact from the specified campaign. It interacts with Salesforce to delete the relevant CampaignMember record.

This action executes a specified Salesforce report and retrieves the results. You can use it to programmatically access report data and monitor report execution status.

This action sends an email using a designated Salesforce email template. It allows you to include dynamic content and recipients, making it useful for automated communications.

This action sends mass emails to a list of recipients. It allows the use of an email template or custom email content, helping to manage and streamline communication workflows.

This action updates an existing campaign in Salesforce. It allows the user to modify specific details of the campaign as needed.

This action updates a note in Salesforce by modifying specified fields. Only the fields provided in the request will be changed while others remain unchanged.

This action updates a Salesforce task with new information. Only the fields provided in the request will be modified, leaving all others unchanged.