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Server path: /salesforce | Type: Application | PCID required: Yes Objects, queries, records, and reports

Tools

ToolDescription
salesforce_queryExecute SOQL queries to search, filter, and retrieve records from any Salesforce object. Supports pagination for large result sets. Use for finding records, aggregations, and custom data retrieval. Actions: query (execute SOQL), query_more (get next page of results).
salesforce_searchExecute SOSL queries for global search across multiple objects. More efficient than SOQL for text-based searches across many objects.
salesforce_recordsPerform CRUD operations on any Salesforce object. Generic interface for all standard and custom objects. Use upsert to insert or update based on external ID. Actions: create, update, delete, get, clone, upsert. Note: Uses Salesforce API v65.0. The get/clone actions retrieve limited fields; use salesforce_query for specific field selection.
salesforce_describeGet metadata about Salesforce objects and the org. Includes available fields, field types, picklist values, relationships, and permissions. Actions: describe_object, list_objects, describe_global.
salesforce_metadataRetrieve Salesforce org metadata including API limits, org details, and current user information. Essential for monitoring and governance. Actions: get_limits, get_org_info, get_user_info.
salesforce_accountsManage Account records with simplified interface. List accounts with common filters, create new accounts, or update existing account information. Actions: list, create, update, get.
salesforce_contactsManage Contact records. List contacts with filters, create new contacts with account associations, or update contact information. Actions: list, create, update, get.
salesforce_leadsManage Lead records. List leads, create new leads, update lead info, or convert qualified leads into Account/Contact/Opportunity. Actions: list, create, update, get, convert.
salesforce_opportunitiesManage Opportunity records. List opportunities, create new deals, update opportunity stages and details, or quickly close as won/lost. Actions: list, create, update, get, close_won, close_lost.
salesforce_casesManage Case records for customer support. List cases, create new cases, update case details, or close resolved cases. Actions: list, create, update, get, close.
salesforce_bulkPerform bulk operations using Salesforce Bulk API 2.0 for processing large data volumes (10,000+ records). Asynchronous operations with job status tracking. Actions: bulk_create, bulk_update, bulk_delete, get_job_status.
salesforce_batchPerform batch operations on multiple records (up to 2,000) in a single API call. Synchronous operations with immediate results. Actions: batch_create, batch_update, batch_delete.
salesforce_mergeMerge duplicate Account, Contact, or Lead records into a master record. Automatically reassigns child records (opportunities, cases, activities, etc.) to the master.
salesforce_flowsManage Salesforce Flows. List available auto-launched flows, trigger/run flows with input variables, check execution status, or cancel running flows. Actions: list, trigger, get_status, cancel.
salesforce_approvalsManage approval processes. List approval processes, submit records for approval, approve/reject pending approvals, or recall submitted approvals. Actions: list_processes, submit, approve, reject, recall, list_pending.
salesforce_record_typesQuery and manage record types. Get available record types for an object, retrieve record type details, or filter records by record type. Actions: list, get, get_by_object.
salesforce_emailSend emails through Salesforce. Send individual or mass emails, list available email templates, or send using pre-built templates. Emails are logged in activity history. Actions: send, send_mass, list_templates, send_with_template.
salesforce_chatterManage Chatter posts and feeds. Post to a record’s Chatter feed, retrieve feed items, add comments, or like posts. Great for team collaboration. Actions: post, get_feed, comment, like, delete_post.
salesforce_activitiesManage activities and calendar. Log phone calls, create tasks with due dates, create calendar events, or list activity history for a record. Actions: log_call, create_task, create_event, list, update_task, complete_task.
salesforce_filesManage files and attachments using ContentVersion/ContentDocument. List files on a record, upload new files, download existing files, or share files with records. Actions: list, upload, download, delete, share.
salesforce_attachmentsManage legacy Attachments. For compatibility with older implementations or specific use cases requiring the Attachment object. Actions: list, upload, download, delete.
salesforce_notesManage notes on records using ContentNote. Create notes attached to any record, list existing notes, or update note content. Actions: create, list, update, delete.
salesforce_reportsManage Salesforce Reports. List available reports, run reports to retrieve results, get report metadata, or export report data. Actions: list, run, get_metadata, export.
salesforce_dashboardsManage Salesforce Dashboards. List available dashboards, retrieve dashboard metadata, get component data, or refresh dashboard. Actions: list, get, get_component_data, refresh.
salesforce_campaignsManage Campaigns and campaign membership. List available campaigns, create new campaigns, add contacts or leads to campaigns, update member status, or remove members. Actions: list, create, update, add_member, remove_member, update_member_status.
salesforce_productsManage Products, Pricebooks, and PricebookEntries. List products, create new products, update product details, or manage pricing across different pricebooks. Actions: list, create, update, get_pricebook_entries, add_to_pricebook.
salesforce_usersManage Salesforce users and record ownership. List users with filters, get user details, transfer record ownership to another user, or update user information. Actions: list, get, assign_owner, deactivate, update.
salesforce_queuesManage Salesforce queues. List available queues, get queue details, assign records (leads, cases, etc.) to a queue, or remove from queue. Actions: list, get, assign, remove.
salesforce_permissionsCheck permissions and access levels. Verify object and field-level permissions for current user, retrieve profile details, or list assigned permission sets. Actions: check_object_access, check_field_access, get_profile, get_permission_sets.
salesforce_knowledgeManage Knowledge articles. Search knowledge base, retrieve articles, create new articles, publish drafts, or archive outdated content. Actions: search, get_article, list_articles, create_article, publish, archive.
salesforce_recent_itemsRetrieve recently viewed or recently updated items for current user. Useful for quick access to recent work.
salesforce_favoritesManage user favorites. List favorited records, add records to favorites, or remove from favorites. Actions: list, add, remove.
salesforce_validation_rulesList validation rules for an object, get rule details, or evaluate if a record would pass validation (dry run). Actions: list, get, evaluate.
salesforce_schemaManage Salesforce custom field schema using the Metadata API. Create, read, update, delete, and list custom fields on any standard or custom object. Use this to set up custom fields (e.g., checkboxes, picklists, lookups) without manual Salesforce Setup. Actions: create_field, read_field, update_field, delete_field, list_fields.

salesforce_query

Execute SOQL queries to search, filter, and retrieve records from any Salesforce object. Supports pagination for large result sets. Use for finding records, aggregations, and custom data retrieval. Actions: query (execute SOQL), query_more (get next page of results). Parameters:
ParameterTypeRequiredDefaultDescription
actionstringYes(required) Action to perform: “query” = execute SOQL query and retrieve records; “query_more” = fetch next page of results using nextRecordsUrl from previous query
querystringNoSOQL query to execute (required for query action). Example: “SELECT Id, Name FROM Account LIMIT 100”
nextRecordsUrlstringNoURL from previous query result (required for query_more action)

Execute SOSL queries for global search across multiple objects. More efficient than SOQL for text-based searches across many objects. Parameters:
ParameterTypeRequiredDefaultDescription
searchTextstringYesText to search for across Salesforce objects. Example: “John Smith” or “acme.com”
objectsstring[]NoOptional list of specific objects to search. Example: [“Account”, “Contact”, “Lead”]. If omitted, searches all searchable objects.

salesforce_records

Perform CRUD operations on any Salesforce object. Generic interface for all standard and custom objects. Use upsert to insert or update based on external ID. Actions: create, update, delete, get, clone, upsert. Note: Uses Salesforce API v65.0. The get/clone actions retrieve limited fields; use salesforce_query for specific field selection. Parameters:
ParameterTypeRequiredDefaultDescription
actionstringYes(required) CRUD operation: “create” = insert new record; “update” = modify existing record; “delete” = remove record; “get” = retrieve single record by ID (returns basic fields only); “clone” = duplicate existing record; “upsert” = insert or update based on external ID field
sobjectstringYesSalesforce object API name. Examples: “Account”, “Contact”, “CustomObject__c”
recordIdstringNoRecord ID (required for update, delete, get, clone actions). Example: “001xx000003DGb2AAG”
recordobjectNoRecord data fields (required for create, update actions). Example: {“Name”: “Acme Corp”, “Industry”: “Technology”}
externalIdFieldstringNoExternal ID field name (required for upsert action). MUST be a field marked as “External ID” in Salesforce. Standard fields like Name, Email are NOT external IDs unless explicitly configured. Use custom fields like “External_ID__c” that have the External ID checkbox enabled. Example: “External_ID__c”, “Legacy_System_ID__c”
externalIdValuestringNoExternal ID value to match (required for upsert action). This value will be used to find existing records. Example: “EXT-12345”

salesforce_describe

Get metadata about Salesforce objects and the org. Includes available fields, field types, picklist values, relationships, and permissions. Actions: describe_object, list_objects, describe_global. Parameters:
ParameterTypeRequiredDefaultDescription
actionstringYes(required) Metadata action: “describe_object” = get full schema for specific object; “list_objects” = list all available objects in org; “describe_global” = get summary of all objects
sobjectstringNoObject API name (required for describe_object). Example: “Account”, “Opportunity”

salesforce_metadata

Retrieve Salesforce org metadata including API limits, org details, and current user information. Essential for monitoring and governance. Actions: get_limits, get_org_info, get_user_info. Parameters:
ParameterTypeRequiredDefaultDescription
actionstringYes(required) Metadata type: “get_limits” = API limits and usage; “get_org_info” = organization details; “get_user_info” = current authenticated user info

salesforce_accounts

Manage Account records with simplified interface. List accounts with common filters, create new accounts, or update existing account information. Actions: list, create, update, get. Parameters:
ParameterTypeRequiredDefaultDescription
actionstringYes(required) Account action: “list” = query accounts with filters; “create” = insert new account; “update” = modify account; “get” = retrieve single account by ID
accountIdstringNoAccount ID (required for get, update actions). Example: “001xx000003DGb2AAG”
fieldsobjectNoAccount fields for create/update. Example: {“Name”: “Acme Corp”, “Industry”: “Technology”, “Phone”: “555-1234”}
filtersobjectNoQuery filters for list action. Example: {“Industry”: “Technology”, “AnnualRevenue”: {”>”: 1000000}}
limitnumberNoMaximum records to return for list action (default: 100)

salesforce_contacts

Manage Contact records. List contacts with filters, create new contacts with account associations, or update contact information. Actions: list, create, update, get. Parameters:
ParameterTypeRequiredDefaultDescription
actionstringYes(required) Contact action: “list” = query contacts with filters; “create” = insert new contact; “update” = modify contact; “get” = retrieve contact by ID
contactIdstringNoContact ID (required for get, update actions). Example: “003xx000004TmiUAAS”
fieldsobjectNoContact fields for create/update. Example: {“FirstName”: “John”, “LastName”: “Smith”, “Email”: “john@example.com”, “AccountId”: “001xx…”}
filtersobjectNoQuery filters for list action. Example: {“AccountId”: “001xx…”, “Email”: {“LIKE”: ”%@acme.com”}}
limitnumberNoMaximum records to return for list action (default: 100)

salesforce_leads

Manage Lead records. List leads, create new leads, update lead info, or convert qualified leads into Account/Contact/Opportunity. Actions: list, create, update, get, convert. Parameters:
ParameterTypeRequiredDefaultDescription
actionstringYes(required) Lead action: “list” = query leads with filters; “create” = insert new lead; “update” = modify lead; “get” = retrieve lead by ID; “convert” = convert qualified lead into Account/Contact/Opportunity
leadIdstringNoLead ID (required for get, update, convert actions). Example: “00Qxx000001gDwDEAU”
fieldsobjectNoLead fields for create/update. Example: {“FirstName”: “Jane”, “LastName”: “Doe”, “Company”: “Acme”, “Email”: “jane@acme.com”}
filtersobjectNoQuery filters for list action. Example: {“Status”: “Open - Not Contacted”, “Rating”: “Hot”}
limitnumberNoMaximum records to return for list action (default: 100)
doNotCreateOpportunitybooleanNoFor convert action: set true to skip opportunity creation (default: false)

salesforce_opportunities

Manage Opportunity records. List opportunities, create new deals, update opportunity stages and details, or quickly close as won/lost. Actions: list, create, update, get, close_won, close_lost. Parameters:
ParameterTypeRequiredDefaultDescription
actionstringYes(required) Opportunity action: “list” = query opportunities with filters; “create” = insert new opportunity; “update” = modify opportunity; “get” = retrieve opportunity by ID; “close_won” = mark opportunity as won; “close_lost” = mark opportunity as lost
opportunityIdstringNoOpportunity ID (required for get, update, close_won, close_lost). Example: “006xx000003DH5TAAW”
fieldsobjectNoOpportunity fields for create/update. Example: {“Name”: “Acme Deal”, “StageName”: “Prospecting”, “CloseDate”: “2024-12-31”, “Amount”: 50000}
filtersobjectNoQuery filters for list action. Example: {“StageName”: “Closed Won”, “Amount”: {”>”: 10000}}
limitnumberNoMaximum records to return for list action (default: 100)

salesforce_cases

Manage Case records for customer support. List cases, create new cases, update case details, or close resolved cases. Actions: list, create, update, get, close. Parameters:
ParameterTypeRequiredDefaultDescription
actionstringYes(required) Case action: “list” = query cases with filters; “create” = insert new case; “update” = modify case; “get” = retrieve case by ID; “close” = mark case as closed
caseIdstringNoCase ID (required for get, update, close actions). Example: “500xx000001gABCAAM”
fieldsobjectNoCase fields for create/update. Example: {“Subject”: “Cannot login”, “Description”: “User forgot password”, “Priority”: “High”, “Status”: “New”}
filtersobjectNoQuery filters for list action. Example: {“Status”: “Open”, “Priority”: “High”}
limitnumberNoMaximum records to return for list action (default: 100)

salesforce_bulk

Perform bulk operations using Salesforce Bulk API 2.0 for processing large data volumes (10,000+ records). Asynchronous operations with job status tracking. Actions: bulk_create, bulk_update, bulk_delete, get_job_status. Parameters:
ParameterTypeRequiredDefaultDescription
actionstringYes(required) Bulk action: “bulk_create” = insert many records asynchronously; “bulk_update” = update many records asynchronously; “bulk_delete” = delete many records asynchronously; “get_job_status” = check job progress
sobjectstringNoObject type (required for bulk_create, bulk_update, bulk_delete). Example: “Account”
recordsobject[]NoArray of records to process (required for bulk_create, bulk_update, bulk_delete). Example: [{“Name”: “Acme”}, {“Name”: “TechCo”}]
jobIdstringNoBulk job ID (required for get_job_status). Returned from bulk operation initiation.

salesforce_batch

Perform batch operations on multiple records (up to 2,000) in a single API call. Synchronous operations with immediate results. Actions: batch_create, batch_update, batch_delete. Parameters:
ParameterTypeRequiredDefaultDescription
actionstringYes(required) Batch action: “batch_create” = insert multiple records synchronously; “batch_update” = update multiple records synchronously; “batch_delete” = delete multiple records synchronously
sobjectstringYesObject type for batch operation. Example: “Contact”, “Lead”
recordsobject[]YesArray of records to process (max 2000). Example: [{“Name”: “John”}, {“Name”: “Jane”}]

salesforce_merge

Merge duplicate Account, Contact, or Lead records into a master record. Automatically reassigns child records (opportunities, cases, activities, etc.) to the master. Parameters:
ParameterTypeRequiredDefaultDescription
sobjectstringYesObject type to merge (must be Account, Contact, or Lead). Example: “Account”
masterRecordIdstringYesID of the master record to keep. All data will be consolidated into this record. Example: “001xx000003DGb2AAG”
duplicateRecordIdsstring[]YesArray of duplicate record IDs to merge into master (max 2 duplicates). Example: [“001xx000003DGb3AAG”, “001xx000003DGb4AAG”]
masterFieldValuesobjectNoOptional field values to set on master record after merge. Example: {“Name”: “Acme Corp”}

salesforce_flows

Manage Salesforce Flows. List available auto-launched flows, trigger/run flows with input variables, check execution status, or cancel running flows. Actions: list, trigger, get_status, cancel. Parameters:
ParameterTypeRequiredDefaultDescription
actionstringYes(required) Flow action: “list” = get available flows; “trigger” = execute flow with input variables; “get_status” = check execution status; “cancel” = stop running flow
flowApiNamestringNoFlow API name (required for trigger action). Example: “Create_Order_Flow”
inputVariablesobjectNoInput variables for flow (required for trigger). Example: {“AccountId”: “001xx…”, “Amount”: 5000}
interviewIdstringNoFlow interview ID (required for get_status, cancel). Returned from trigger action.

salesforce_approvals

Manage approval processes. List approval processes, submit records for approval, approve/reject pending approvals, or recall submitted approvals. Actions: list_processes, submit, approve, reject, recall, list_pending. Parameters:
ParameterTypeRequiredDefaultDescription
actionstringYes(required) Approval action: “list_processes” = list available approval processes; “submit” = submit record for approval; “approve” = approve pending approval; “reject” = reject pending approval; “recall” = recall submitted approval; “list_pending” = list pending approvals for current user
recordIdstringNoRecord ID to submit/recall (required for submit, recall actions). Example: “001xx000003DGb2AAG”
approvalIdstringNoApproval request ID (required for approve, reject actions). Example: “04gxx000001gDwD”
commentsstringNoComments for approval/rejection. Example: “Approved based on Q4 budget”

salesforce_record_types

Query and manage record types. Get available record types for an object, retrieve record type details, or filter records by record type. Actions: list, get, get_by_object. Parameters:
ParameterTypeRequiredDefaultDescription
actionstringYes(required) Record type action: “list” = get all record types; “get” = retrieve specific record type by ID; “get_by_object” = get record types for specific object
recordTypeIdstringNoRecord type ID (required for get action). Example: “012xx000001gDwD”
sobjectstringNoObject name (required for get_by_object action). Example: “Opportunity”, “Case”

salesforce_email

Send emails through Salesforce. Send individual or mass emails, list available email templates, or send using pre-built templates. Emails are logged in activity history. Actions: send, send_mass, list_templates, send_with_template. Parameters:
ParameterTypeRequiredDefaultDescription
actionstringYes(required) Email action: “send” = send individual email; “send_mass” = send to multiple recipients; “list_templates” = get available email templates; “send_with_template” = send email using pre-built template
tostring[]NoRecipient email addresses (required for send, send_with_template). Example: [“john@example.com”]
subjectstringNoEmail subject (required for send). Example: “Follow up on your inquiry”
bodystringNoEmail body text or HTML (required for send). Example: “Hi John, …”
templateIdstringNoEmail template ID (required for send_with_template). Example: “00Xxx000001gDwD”
whatIdstringNoRelated record ID (Account, Opportunity, Case, etc.). Example: “001xx…”
targetObjectIdsstring[]NoContact or Lead IDs for mass email (required for send_mass). Example: [“003xx…”, “003yy…“]

salesforce_chatter

Manage Chatter posts and feeds. Post to a record’s Chatter feed, retrieve feed items, add comments, or like posts. Great for team collaboration. Actions: post, get_feed, comment, like, delete_post. Parameters:
ParameterTypeRequiredDefaultDescription
actionstringYes(required) Chatter action: “post” = create new post; “get_feed” = retrieve feed items; “comment” = add comment to post; “like” = like a post; “delete_post” = remove post
recordIdstringNoRecord ID for feed context (required for post, get_feed). Example: “001xx…”
messagestringNoMessage text (required for post, comment actions). Example: “Great progress on this deal!”
feedElementIdstringNoFeed item/post ID (required for comment, like, delete_post). Example: “0D5xx…“

salesforce_activities

Manage activities and calendar. Log phone calls, create tasks with due dates, create calendar events, or list activity history for a record. Actions: log_call, create_task, create_event, list, update_task, complete_task. Parameters:
ParameterTypeRequiredDefaultDescription
actionstringYes(required) Activity action: “log_call” = log completed phone call; “create_task” = create task with due date; “create_event” = create calendar event/meeting; “list” = list activity history for record; “update_task” = modify task; “complete_task” = mark task as complete
relatedToIdstringNoRelated record ID (Account, Opportunity, etc.) for activity association. Example: “001xx…”
subjectstringNoActivity subject/title (required for create actions). Example: “Follow up call”, “Demo meeting”
descriptionstringNoActivity description/notes. Example: “Discussed pricing options”
dueDatestringNoTask due date (for create_task). ISO format: “2024-12-31” or “2024-12-31T10:00:00Z”
startDateTimestringNoEvent start time (required for create_event). ISO format: “2024-12-31T14:00:00Z”
endDateTimestringNoEvent end time (required for create_event). ISO format: “2024-12-31T15:00:00Z”
taskIdstringNoTask ID (required for update_task, complete_task). Example: “00Txx…”
prioritystringNoTask priority. Values: “High”, “Normal”, “Low”. Default: “Normal”
statusstringNoTask status (for update_task). Example: “In Progress”, “Waiting on someone else”

salesforce_files

Manage files and attachments using ContentVersion/ContentDocument. List files on a record, upload new files, download existing files, or share files with records. Actions: list, upload, download, delete, share. Parameters:
ParameterTypeRequiredDefaultDescription
actionstringYes(required) File action: “list” = list files attached to record; “upload” = upload new file; “download” = download existing file; “delete” = delete file; “share” = share file with records
recordIdstringNoRecord ID to associate file with (required for list, upload, share). Example: “001xx…”
fileDatastringNoBase64 encoded file content (required for upload). Example: “JVBERi0xLjQKJ…”
fileNamestringNoFile name with extension (required for upload). Example: “proposal.pdf”, “contract.docx”
contentVersionIdstringNoContentVersion ID (required for download, delete). Example: “068xx…”
contentDocumentIdstringNoContentDocument ID (for share action). Example: “069xx…“

salesforce_attachments

Manage legacy Attachments. For compatibility with older implementations or specific use cases requiring the Attachment object. Actions: list, upload, download, delete. Parameters:
ParameterTypeRequiredDefaultDescription
actionstringYes(required) Attachment action: “list” = list attachments on record; “upload” = upload new attachment; “download” = download existing attachment; “delete” = delete attachment
parentIdstringNoParent record ID (required for list, upload). Example: “001xx…”
attachmentDatastringNoBase64 encoded attachment content (required for upload). Example: “JVBERi0xLjQKJ…”
fileNamestringNoAttachment file name (required for upload). Example: “invoice.pdf”
attachmentIdstringNoAttachment ID (required for download, delete). Example: “00Pxx…“

salesforce_notes

Manage notes on records using ContentNote. Create notes attached to any record, list existing notes, or update note content. Actions: create, list, update, delete. Parameters:
ParameterTypeRequiredDefaultDescription
actionstringYes(required) Note action: “create” = create note attached to record; “list” = list existing notes for record; “update” = update note content; “delete” = delete note
recordIdstringNoRecord ID to attach note to (required for create, list). Example: “001xx…”
titlestringNoNote title (required for create). Example: “Meeting Notes - Q4 Planning”
contentstringNoNote content text (required for create, update). Can include basic HTML formatting.
contentNoteIdstringNoContentNote ID (required for update, delete). Example: “069xx…“

salesforce_reports

Manage Salesforce Reports. List available reports, run reports to retrieve results, get report metadata, or export report data. Actions: list, run, get_metadata, export. Parameters:
ParameterTypeRequiredDefaultDescription
actionstringYes(required) Report action: “list” = list available reports; “run” = execute report and retrieve results; “get_metadata” = get report structure; “export” = download report data
reportIdstringNoReport ID (required for run, get_metadata, export). Example: “00Oxx…”
filtersobjectNoReport filters to apply when running. Example: {“CloseDate”: “THIS_QUARTER”}
formatstringNoExport format (for export action). Options: “csv”, “excel”, “pdf”. Default: “csv”

salesforce_dashboards

Manage Salesforce Dashboards. List available dashboards, retrieve dashboard metadata, get component data, or refresh dashboard. Actions: list, get, get_component_data, refresh. Parameters:
ParameterTypeRequiredDefaultDescription
actionstringYes(required) Dashboard action: “list” = list available dashboards; “get” = retrieve dashboard metadata; “get_component_data” = get data for specific component; “refresh” = refresh dashboard to update all components
dashboardIdstringNoDashboard ID (required for get, get_component_data, refresh). Example: “01Zxx…”
componentIdstringNoDashboard component ID (required for get_component_data). Example: “01axx…“

salesforce_campaigns

Manage Campaigns and campaign membership. List available campaigns, create new campaigns, add contacts or leads to campaigns, update member status, or remove members. Actions: list, create, update, add_member, remove_member, update_member_status. Parameters:
ParameterTypeRequiredDefaultDescription
actionstringYes(required) Campaign action: “list” = list available campaigns; “create” = create new campaign; “update” = update campaign details; “add_member” = add contact/lead to campaign; “remove_member” = remove member from campaign; “update_member_status” = update member status (e.g., Sent, Responded)
campaignIdstringNoCampaign ID (required for update, add_member, remove_member, update_member_status). Example: “701xx…”
fieldsobjectNoCampaign fields (required for create, update). Example: {“Name”: “Q4 Email Campaign”, “Type”: “Email”, “Status”: “In Progress”}
memberIdstringNoContact or Lead ID to add/remove (required for add_member, remove_member). Example: “003xx…”
memberStatusstringNoCampaign member status (for add_member, update_member_status). Example: “Sent”, “Responded”, “Interested”
campaignMemberIdstringNoCampaignMember ID (required for update_member_status). Example: “00vxx…“

salesforce_products

Manage Products, Pricebooks, and PricebookEntries. List products, create new products, update product details, or manage pricing across different pricebooks. Actions: list, create, update, get_pricebook_entries, add_to_pricebook. Parameters:
ParameterTypeRequiredDefaultDescription
actionstringYes(required) Product action: “list” = list products; “create” = create new product; “update” = update product details; “get_pricebook_entries” = get pricing in different pricebooks; “add_to_pricebook” = add product to pricebook with specific pricing
productIdstringNoProduct2 ID (required for update, get_pricebook_entries, add_to_pricebook). Example: “01txx…”
fieldsobjectNoProduct fields (required for create, update). Example: {“Name”: “Premium Subscription”, “ProductCode”: “PREM-001”, “IsActive”: true}
pricebookIdstringNoPricebook2 ID (required for add_to_pricebook). Example: “01sxx…”
unitPricenumberNoProduct unit price (required for add_to_pricebook). Example: 99.99
isActivebooleanNoWhether pricebook entry is active (for add_to_pricebook). Default: true

salesforce_users

Manage Salesforce users and record ownership. List users with filters, get user details, transfer record ownership to another user, or update user information. Actions: list, get, assign_owner, deactivate, update. Parameters:
ParameterTypeRequiredDefaultDescription
actionstringYes(required) User action: “list” = list users with filters; “get” = get user details; “assign_owner” = transfer record ownership to another user; “deactivate” = deactivate user; “update” = update user information
userIdstringNoUser ID (required for get, deactivate, update). Example: “005xx…”
filtersobjectNoUser query filters (for list action). Example: {“IsActive”: true, “UserRole.Name”: “Sales Rep”}
recordIdstringNoRecord ID to reassign (required for assign_owner). Example: “001xx…”
newOwnerIdstringNoNew owner User ID (required for assign_owner). Example: “005yy…”
fieldsobjectNoUser fields to update (for update action). Example: {“Email”: “newemail@example.com”, “Title”: “Senior Sales Rep”}

salesforce_queues

Manage Salesforce queues. List available queues, get queue details, assign records (leads, cases, etc.) to a queue, or remove from queue. Actions: list, get, assign, remove. Parameters:
ParameterTypeRequiredDefaultDescription
actionstringYes(required) Queue action: “list” = list available queues; “get” = get queue details and members; “assign” = assign record to queue; “remove” = remove record from queue (reassigns to current user)
queueIdstringNoQueue ID (Group record where Type=‘Queue’) (required for get, assign). Example: “00Gxx…”
recordIdstringNoRecord ID to assign/remove (required for assign, remove). Example: “00Qxx…” (Lead), “500xx…” (Case)
sobjectstringNoObject type being assigned/removed (required for assign, remove). Example: “Lead”, “Case”

salesforce_permissions

Check permissions and access levels. Verify object and field-level permissions for current user, retrieve profile details, or list assigned permission sets. Actions: check_object_access, check_field_access, get_profile, get_permission_sets. Parameters:
ParameterTypeRequiredDefaultDescription
actionstringYes(required) Permission action: “check_object_access” = verify object-level permissions (create, read, update, delete); “check_field_access” = verify field-level access (read, edit); “get_profile” = retrieve profile details; “get_permission_sets” = list assigned permission sets
sobjectstringNoObject name (required for check_object_access, check_field_access). Example: “Account”
fieldstringNoField API name (required for check_field_access). Example: “AnnualRevenue”
userIdstringNoUser ID (optional for get_profile, get_permission_sets). Defaults to current user.

salesforce_knowledge

Manage Knowledge articles. Search knowledge base, retrieve articles, create new articles, publish drafts, or archive outdated content. Actions: search, get_article, list_articles, create_article, publish, archive. Parameters:
ParameterTypeRequiredDefaultDescription
actionstringYes(required) Knowledge action: “search” = search knowledge base for articles; “get_article” = retrieve specific article details; “list_articles” = list articles with filters; “create_article” = create new draft article; “publish” = publish draft article to make visible; “archive” = archive outdated article
searchTextstringNoSearch query text (required for search action). Example: “password reset”
articleIdstringNoKnowledge article ID (required for get_article, publish, archive). Example: “kA0xx…”
fieldsobjectNoArticle fields (required for create_article). Example: {“Title”: “How to Reset Password”, “UrlName”: “reset-password”, “Summary”: ”…”}
filtersobjectNoQuery filters (for list_articles). Example: {“PublishStatus”: “Online”, “Language”: “en_US”}

salesforce_recent_items

Retrieve recently viewed or recently updated items for current user. Useful for quick access to recent work. Parameters:
ParameterTypeRequiredDefaultDescription
limitnumberNoMaximum number of recent items to return (default: 50, max: 200)

salesforce_favorites

Manage user favorites. List favorited records, add records to favorites, or remove from favorites. Actions: list, add, remove. Parameters:
ParameterTypeRequiredDefaultDescription
actionstringYes(required) Favorite action: “list” = list all favorited records for current user; “add” = add record to favorites; “remove” = remove record from favorites
recordIdstringNoRecord ID to add/remove from favorites (required for add, remove actions). Example: “001xx…“

salesforce_validation_rules

List validation rules for an object, get rule details, or evaluate if a record would pass validation (dry run). Actions: list, get, evaluate. Parameters:
ParameterTypeRequiredDefaultDescription
actionstringYes(required) Validation action: “list” = get all validation rules for object; “get” = retrieve specific rule details; “evaluate” = test if record would pass validation without saving (dry run)
sobjectstringNoObject API name (required for list, evaluate). Example: “Opportunity”, “Account”
validationRuleIdstringNoValidation rule ID (required for get action). Example: “03dxx…”
recordDataobjectNoRecord field values to test (required for evaluate). Example: {“Amount”: -1000, “StageName”: “Closed Won”}

salesforce_schema

Manage Salesforce custom field schema using the Metadata API. Create, read, update, delete, and list custom fields on any standard or custom object. Use this to set up custom fields (e.g., checkboxes, picklists, lookups) without manual Salesforce Setup. Actions: create_field, read_field, update_field, delete_field, list_fields. Parameters:
ParameterTypeRequiredDefaultDescription
actionstringYes(required) Schema action: “create_field” = create a new custom field; “read_field” = read a custom field definition; “update_field” = update a custom field; “delete_field” = permanently delete a custom field; “list_fields” = list all custom fields on an object
objectNamestringYes(required) Target Salesforce object API name. Examples: “Account”, “Contact”, “MyCustomObj__c”
fieldNamestringNoCustom field API name (required for create/read/update/delete). Must end with __c. Example: “Patient__c”
labelstringNoDisplay label for the field (required for create_field, optional for update_field). Example: “Patient”
fieldTypestringNoField data type (required for create_field). Determines which additional parameters are needed.
descriptionstringNoField description/help text
requiredbooleanNoWhether the field is required. Default: false
lengthnumberNoField length (required for Text, LongTextArea, Html). Example: 255 for Text
precisionnumberNoTotal number of digits (required for Number, Currency, Percent). Example: 18
scalenumberNoNumber of decimal places (required for Number, Currency, Percent). Example: 2
defaultValuestringNoDefault value (required for Checkbox: “true” or “false”)
picklistValuesobject[]NoPicklist values (required for Picklist/MultiselectPicklist). Example: [{“label”: “Hot”, “value”: “Hot”, “isDefault”: true}]
referenceTostringNoTarget object for Lookup/MasterDetail relationships. Example: “Contact”
relationshipNamestringNoRelationship name for Lookup/MasterDetail. Example: “PrimaryContact”
visibleLinesnumberNoNumber of visible lines (required for LongTextArea, Html, MultiselectPicklist). Example: 5
displayFormatstringNoDisplay format for AutoNumber fields (required for AutoNumber). Example: “A-{0000}” generates A-0001, A-0002, etc.
relationshipLabelstringNoPlural label for the relationship (required for Lookup/MasterDetail). Shown in related lists. Example: “Contacts”