Query Salesforce CRM data—opportunities, accounts, and custom objects—via SOQL, download files, and access analytics. Built for developers integrating Salesforce into AI workflows and automation.
io.github.aaronsb/salesforce-cloud
Local install
STDIO
3 required env vars
How models use it and what it is built for.
Query Salesforce CRM data—opportunities, accounts, and custom objects—via SOQL, download files, and access analytics. Built for developers integrating Salesforce into AI workflows and automation.
Local install — runs as a subprocess.
Configuration this server reads at startup.
Salesforce Connected App client ID
Salesforce Connected App client secret
Your Salesforce My Domain URL (e.g., https://company.my.salesforce.com)
Salesforce username (if set, uses password flow; otherwise client credentials flow)
Salesforce password (required with SF_USERNAME for password flow)
Where to find authoritative docs and source for Salesforce Cloud.
Paste any of these into Agent Studio after connecting Salesforce Cloud.
Common questions about connecting and running Salesforce Cloud.
What authentication methods does this server support?
Two flows: OAuth2 client credentials (SF_CLIENT_ID + SF_CLIENT_SECRET only) or password flow (add SF_USERNAME + SF_PASSWORD). Both require SF_LOGIN_URL pointing to your Salesforce My Domain.
Can I query custom Salesforce objects?
Yes. The server supports SOQL queries, so you can query any standard or custom object your Connected App has access to. Permissions are controlled by the Salesforce user/app credentials you provide.
How do I set up the Connected App credentials?
Create a Connected App in Salesforce Setup, generate a client ID and secret, then pass them as SF_CLIENT_ID and SF_CLIENT_SECRET environment variables when installing the MCP server.
What file types can I download from Salesforce?
The server supports file downloads from Salesforce records (e.g., attachments, documents). Supported types depend on your Salesforce org's file handling and the permissions of your Connected App.
Does this server support analytics or reporting?
Yes, the registry lists analytics as a capability. Specific report formats and API endpoints depend on your Salesforce org configuration; check your org's available report types and API limits.
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