Salesforce MCP Server (Cirra AI)
Community MCP server for Salesforce CRM enabling AI agents to query Salesforce objects via SOQL, manage records (leads, contacts, opportunities), and interact with Salesforce data in agent sales workflows.
Score Breakdown
⚙ Agent Friendliness
🔒 Security
OAuth with profile/permission set restrictions provides strong access control. Complex but secure when configured correctly. Enterprise compliance certifications.
⚡ Reliability
Best When
An agent needs to read or update Salesforce CRM data — pipeline status, account records, contact management — as part of a sales or RevOps workflow.
Avoid When
You don't use Salesforce CRM, or need real-time event streaming from Salesforce (use Salesforce Platform Events for that).
Use Cases
- • Querying Salesforce objects (leads, contacts, opportunities) from agents
- • Creating and updating CRM records in agent-driven sales workflows
- • Running SOQL queries for pipeline analysis and reporting
- • Integrating Salesforce data into AI sales assistants
- • Automating Salesforce record updates from agent workflows
Not For
- • Non-Salesforce CRMs
- • Salesforce Marketing Cloud or Commerce Cloud (separate products)
- • Real-time streaming (Salesforce is request/response, not streaming)
Interface
Authentication
OAuth 2.0 via Connected App (recommended). Username + password flow available but deprecated for production. OAuth scopes control API access. JWT Bearer for server-to-server is most agent-appropriate.
Pricing
Free Developer Org available for testing. Production Salesforce is expensive. API access included in most plans. MCP server is open source.
Agent Metadata
Known Gotchas
- ⚠ SOQL has a 50,000 record governor limit per query — paginate large result sets
- ⚠ OAuth Connected App setup is complex (15+ configuration steps in Salesforce admin UI)
- ⚠ Daily API limits are org-wide — a misbehaving agent can exhaust limits for all users
- ⚠ Object API names vs labels differ (e.g., Opportunity vs OpportunityLineItem) — use API names
- ⚠ Community MCP — not official Salesforce; Salesforce has their own Agentforce platform now
- ⚠ Sandbox vs production orgs have different URLs and credentials — easy to mix up
Alternatives
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Scores are editorial opinions as of 2026-03-07.