Salesforce MCP Server
Salesforce CRM MCP server enabling AI agents to interact with Salesforce — querying records with SOQL, creating and updating contacts/leads/opportunities, running Apex code, managing Salesforce objects, and integrating CRM data into agent-driven sales and marketing workflows. Enables agents to automate Salesforce operations and assist sales teams.
Score Breakdown
⚙ Agent Friendliness
🔒 Security
HTTPS. OAuth2. Salesforce SOC2/ISO27001. CRM data is sensitive. Use integration user with minimal permissions. Community MCP — not official Salesforce.
⚡ Reliability
Best When
A sales operations or RevOps team using Salesforce needs AI agents that can query and update CRM data — enabling automated prospecting, pipeline management, and reporting.
Avoid When
You use HubSpot, Pipedrive, or another CRM — use the appropriate CRM MCP. For complex Salesforce automation, Salesforce Flow or Process Builder may be more appropriate.
Use Cases
- • Querying and updating Salesforce CRM records from sales automation agents
- • Creating leads and opportunities from prospecting agents
- • Generating sales reports from Salesforce data from analytics agents
- • Managing contact and account records from data maintenance agents
- • Automating Salesforce workflows and record updates from RevOps agents
- • Querying pipeline data for forecasting from business intelligence agents
Not For
- • Teams not using Salesforce CRM (use HubSpot, Pipedrive, or other CRM MCPs for those)
- • Non-CRM Salesforce products without relevant API coverage (Marketing Cloud, Commerce Cloud may differ)
- • Real-time streaming CRM data (Salesforce API is request-response, not streaming)
Interface
Authentication
Salesforce Connected App OAuth2 required. Configure consumer key, consumer secret, username, password, and security token. Set SALESFORCE_CLIENT_ID, SALESFORCE_CLIENT_SECRET, SALESFORCE_USERNAME, SALESFORCE_PASSWORD, SALESFORCE_SECURITY_TOKEN environment variables.
Pricing
Salesforce Developer Edition (free) available for development and testing. Production use requires paid Salesforce license. MCP server is free open source from kablewy.
Agent Metadata
Known Gotchas
- ⚠ Salesforce Connected App setup is complex — requires Salesforce admin access to configure
- ⚠ API governor limits are strict — 15,000 API calls/day per org on standard plan
- ⚠ SOQL is similar to but not the same as SQL — learn Salesforce-specific query syntax
- ⚠ Salesforce data model is complex — understand objects, fields, and relationships before querying
- ⚠ Community MCP — not official Salesforce; test against Developer Edition before production
- ⚠ Security token requirement can cause auth issues — must be appended to password or IP whitelisted
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.