Salesforce MCP Server
Community MCP server for Salesforce CRM. Enables AI agents to run SOQL queries to explore and retrieve Salesforce data — inspecting records, fields, and relationships, listing metadata, and accessing Salesforce org data programmatically. Designed for sales operations agents and Salesforce data analysis workflows.
Score Breakdown
⚙ Agent Friendliness
🔒 Security
CRM PII data. OAuth2 Connected App. Minimal permissions profile. Data subject to regulatory requirements.
⚡ Reliability
Best When
A sales operations, RevOps, or development agent needs to query and analyze Salesforce data — exploring SOQL results, inspecting object metadata, and extracting CRM insights without direct Salesforce UI access.
Avoid When
You need write access to create/modify Salesforce records autonomously — verify the MCP's write capabilities and implement human approval gates for data modifications.
Use Cases
- • Running SOQL queries against Salesforce data from sales operations agents
- • Inspecting Salesforce records, fields, and object relationships from development agents
- • Salesforce org metadata exploration from admin and development agents
- • Sales pipeline analysis and reporting from CRM analytics agents
Not For
- • Teams not using Salesforce CRM
- • Creating or modifying Salesforce records autonomously without human approval (read focus)
- • Salesforce Commerce Cloud or other Salesforce products beyond core CRM
Interface
Authentication
Salesforce Connected App with OAuth2 required. Consumer Key + Secret + username/password or OAuth flow. Use API-only profiles for agent connections.
Pricing
Salesforce API access included with paid Salesforce editions. MCP server is free open source from kodey-ai.
Agent Metadata
Known Gotchas
- ⚠ PRIVACY: CRM data contains customer PII — handle with appropriate data governance and consent tracking
- ⚠ Salesforce OAuth2 Connected App setup is complex — plan Connected App configuration and permissions carefully
- ⚠ Salesforce API limits vary by edition — Enterprise/Unlimited have more headroom than Professional
- ⚠ Community server (kodey-ai) — verify SOQL query support and metadata coverage for your Salesforce org
Alternatives
Full Evaluation Report
Detailed scoring breakdown, competitive positioning, security analysis, and improvement recommendations for Salesforce MCP Server.
Scores are editorial opinions as of 2026-03-06.