# Salesforce — MCP Server

> Query CRM records, update pipeline, and draft outreach in natural language.

**Source:** https://mcpplaygroundonline.com/mcp-servers/salesforce  
**Transport:** http  
**Requires auth:** Yes

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## What it does

The Salesforce MCP is for revenue and operations teams on Sales Cloud. Models can help reps prepare for calls, managers roll up this quarter’s pipeline, and ops spot stale opportunities — always bounded by the API access on your token. It does not replace your security review: lock down the connected app, use sandbox orgs for experiments, and treat the agent like any high-privilege integration with logging and DLP in place.

## Tools exposed

- Query and search leads, contacts, accounts, and opportunities (per object access)
- Read and update standard fields, tasks, and activities where your token allows
- Summarise pipeline and stage distribution for a time range or territory

## Example queries you can run

- "List open opportunities over $50k that have had no activity in 21 days."
- "Show new leads this week and which are still unassigned."
- "Summarise the pipeline by stage for the EMEA team this quarter."

## Details

- **Recommended model:** anthropic/claude-sonnet-4.5 — Claude Sonnet 4.5 handles long CRM context and natural-language to filter mapping. For tight SOQL assist, test GPT-5.2 in Agent Studio on the same prompt.
- **Transport:** http
- **Authentication:** Required — Your org-specific Server URL (Setup → MCP Servers) plus a Salesforce access token from a Connected App (OAuth) or an approved org session flow. Follow your org’s security policy for client secrets and refresh handling.
- **Official source:** [Salesforce developers](https://developer.salesforce.com)

## Frequently asked questions

### What is the Salesforce MCP server?

It is Salesforce’s hosted remote MCP for connecting AI tools to your org’s CRM data through Model Context Protocol tools, similar in scope to other REST-based integrations, but with prompts and tool descriptions tuned for large language models.

### What credentials do I use for the Salesforce MCP server?

You need an OAuth access token for an API user or a user completing the OAuth web flow, issued by a connected app with the right API and object permissions. Your admin may need to allow that connected app; never paste a production token into a client you do not trust.

### How do I test safely in production?

Start in a full sandbox, use a read-only or narrow-profile integration user, and add write scopes only after you validate behaviour. Enforce field-level security and record sharing so the agent only sees the accounts and opportunities you intend.

### Can I use the Salesforce MCP from the browser in MCP Playground?

Yes, if your org allows the token in that environment. Add the server URL and token in Agent Studio and pick any model. For enterprise SSO, follow your org’s device and OAuth policy.

### What model is best for Salesforce questions?

Claude Sonnet 4.5 is a strong default for pipeline narratives and long opportunity threads. You can A/B a cheaper open model in Compare mode in Agent Studio for list-heavy, repetitive pulls.

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_Test this server across 40+ models on MCP Playground: https://mcpplaygroundonline.com/mcp-servers/salesforce — free, no install._