Salesforce

Connect AI Agents to
Salesforce

Automate workflows and connect AI agents to Salesforce. Metorial is built for developers. Handling OAuth, compliance, observability, and more.

Salesforce on Metorial

Connect to Salesforce to query, create, and update records across objects like Accounts, Contacts, Opportunities, and Cases directly from your workflow. Use natural language to search data, manage pipelines, and automate CRM tasks without switching to the Salesforce interface.

Deploy on Metorial

Combine Salesforce with other tools

Metorial has 600+ integrations available. Here are some related ones you might find interesting.

Exa

Exa

The Exa integration lets you perform semantic searches across the web and retrieve high-quality content directly within your workflows, enabling AI agents to find and access relevant information from billions of web pages in real-time.

Hackernews

Hackernews

The Hackernews integration lets you fetch and analyze stories, comments, and user data from Hacker News directly within your workflow, enabling you to track trending topics, monitor discussions, and gather insights from the tech community.

Slack

Slack

The Slack integration lets you read channels, send messages, and search conversations directly from your AI assistant, enabling seamless team communication and information retrieval without leaving your workflow.

Google Calendar

Google Calendar

The Google Calendar integration lets you view, create, update, and manage calendar events directly from your workflow, enabling seamless scheduling and calendar management without switching applications.

GitHub

GitHub

The GitHub integration lets you search and view repositories, manage issues and pull requests, read file contents, and interact with your GitHub account directly from your workspace.

Supabase

Supabase

The Supabase integration lets you query and manipulate your database tables, manage authentication, and interact with storage buckets directly from your AI assistant. Use it to build applications, analyze data, or automate database operations without leaving your workflow.

Google Drive

Google Drive

The Google Drive integration lets you search, read, and manage files and folders in your Google Drive directly through Claude. Use it to access documents, create new files, organize content, and collaborate on shared resources without leaving your conversation.

Brave

Brave

The Brave integration lets you perform web searches using Brave Search directly from Claude, allowing you to retrieve up-to-date information, news, and web results without leaving your conversation.

Gmail

Gmail

The Gmail integration lets you read, search, send, and manage your email messages directly through AI conversations, enabling automated email workflows and intelligent inbox management.

Connect anything. Anywhere.

Supported tools and capabilities

Metorial helps you connect AI agents to Salesforce with various tools and resources. Tools allow you to interact with perform specific actions, while resources provide read-only access to data and information.

list_accounts

list_accounts

Retrieve a list of Salesforce accounts

get_account

get_account

Retrieve a specific account by ID

create_account

create_account

Create a new account in Salesforce

update_account

update_account

Update an existing account

list_contacts

list_contacts

Retrieve a list of contacts

get_contact

get_contact

Retrieve a specific contact by ID

create_contact

create_contact

Create a new contact in Salesforce

list_opportunities

list_opportunities

Retrieve a list of opportunities

get_opportunity

get_opportunity

Retrieve a specific opportunity by ID

create_opportunity

create_opportunity

Create a new opportunity

update_opportunity

update_opportunity

Update an existing opportunity

list_leads

list_leads

Retrieve a list of leads

Help & Documentation

Find guides and articles to help you get started with Salesforce on Metorial.

Learn about Metorial APIs

Deploying MCP Servers on Metorial

Observability & Monitoring in Metorial

Salesforce

How to Install and Configure the Hacker News MCP Server

Salesforce

Accessing and Navigating Comment Threads

Salesforce

Retrieving Top Stories, New Stories, and Best Stories

Salesforce

Looking Up Hacker News User Profiles and Activity

Salesforce

Real-Time Monitoring of Hacker News Submissions

Salesforce

Understanding Story Data: Scores, Timestamps, and Metadata

Salesforce

Querying Specific Items by ID

Salesforce

Troubleshooting Connection Issues with the Hacker News API

Salesforce

Best Practices for Analyzing Hacker News Trends and Discussions

More about Salesforce

Salesforce MCP Server

The Salesforce MCP Server provides seamless integration with Salesforce CRM, enabling you to manage accounts, contacts, opportunities, leads, cases, and tasks directly through a unified interface. This server empowers you to perform comprehensive CRM operations including creating, reading, updating records, executing custom SOQL queries, and searching across multiple objects. With support for lead conversion, case management, and task assignment, this integration brings the full power of Salesforce to your fingertips.

Overview

This MCP server acts as a bridge between your applications and Salesforce, providing a comprehensive set of tools to interact with your Salesforce org. Whether you're managing customer accounts, tracking sales opportunities, handling support cases, or executing complex queries, this server offers the functionality you need to streamline your Salesforce workflows.

The server supports all major Salesforce objects including Accounts, Contacts, Opportunities, Leads, Cases, and Tasks. Beyond basic CRUD operations, it provides advanced capabilities like lead conversion, custom SOQL query execution, SOSL search across multiple objects, and metadata exploration to understand your Salesforce schema.

Features

  • Complete Account Management: List, retrieve, create, and update customer accounts with full support for billing addresses and custom fields
  • Contact Management: Manage contact records with filtering by account and comprehensive mailing address support
  • Opportunity Tracking: Create and update sales opportunities with stage management, probability tracking, and amount forecasting
  • Lead Management: Handle leads from creation through conversion, with status tracking and rating capabilities
  • Case Management: Create and track support cases with priority levels, status management, and customer associations
  • Task Management: Create and list tasks with due dates, priorities, and relationships to other Salesforce records
  • Advanced Querying: Execute custom SOQL queries for precise data retrieval and complex reporting needs
  • Global Search: Search across multiple Salesforce objects simultaneously using SOSL
  • Schema Discovery: Explore Salesforce object metadata to understand available fields and relationships
  • Pagination Support: Handle large datasets with limit and offset parameters across list operations

Tools

Account Management

list_accounts

Retrieve a list of Salesforce accounts with flexible filtering and sorting options.

Parameters:

  • limit (number, optional): Maximum number of results to return (default: 100)
  • offset (number, optional): Number of records to skip for pagination
  • orderBy (string, optional): Field to sort by, with optional DESC modifier (e.g., "Name", "CreatedDate DESC")

get_account

Retrieve detailed information about a specific account by its unique identifier.

Parameters:

  • accountId (string, required): The Salesforce ID of the account to retrieve

create_account

Create a new account in your Salesforce org with comprehensive details.

Parameters:

  • name (string, required): Account name
  • type (string, optional): Account type such as Customer, Partner, or Prospect
  • phone (string, optional): Primary phone number
  • website (string, optional): Company website URL
  • industry (string, optional): Industry classification
  • description (string, optional): Account description or notes
  • billingStreet (string, optional): Billing street address
  • billingCity (string, optional): Billing city
  • billingState (string, optional): Billing state or province
  • billingPostalCode (string, optional): Billing postal code
  • billingCountry (string, optional): Billing country

update_account

Modify an existing account's information.

Parameters:

  • accountId (string, required): Account ID to update
  • name (string, optional): Updated account name
  • type (string, optional): Updated account type
  • phone (string, optional): Updated phone number
  • website (string, optional): Updated website URL
  • industry (string, optional): Updated industry
  • description (string, optional): Updated description

Contact Management

list_contacts

Retrieve a list of contacts with optional filtering by account.

Parameters:

  • limit (number, optional): Maximum number of results (default: 100)
  • offset (number, optional): Number of records to skip
  • accountId (string, optional): Filter contacts by associated account ID

get_contact

Retrieve detailed information about a specific contact.

Parameters:

  • contactId (string, required): The ID of the contact to retrieve

create_contact

Create a new contact record in Salesforce.

Parameters:

  • lastName (string, required): Contact's last name
  • firstName (string, optional): Contact's first name
  • email (string, optional): Email address
  • phone (string, optional): Primary phone number
  • mobilePhone (string, optional): Mobile phone number
  • title (string, optional): Job title
  • accountId (string, optional): Associated account ID
  • mailingStreet (string, optional): Mailing street address
  • mailingCity (string, optional): Mailing city
  • mailingState (string, optional): Mailing state or province
  • mailingPostalCode (string, optional): Mailing postal code
  • mailingCountry (string, optional): Mailing country

Opportunity Management

list_opportunities

Retrieve a list of sales opportunities with filtering options.

Parameters:

  • limit (number, optional): Maximum number of results (default: 100)
  • offset (number, optional): Number of records to skip
  • accountId (string, optional): Filter by associated account ID
  • stage (string, optional): Filter by opportunity stage name

get_opportunity

Retrieve detailed information about a specific opportunity.

Parameters:

  • opportunityId (string, required): The ID of the opportunity to retrieve

create_opportunity

Create a new sales opportunity in Salesforce.

Parameters:

  • name (string, required): Opportunity name
  • accountId (string, required): Associated account ID
  • stageName (string, required): Current sales stage (e.g., Prospecting, Qualification, Closed Won)
  • closeDate (string, required): Expected close date in YYYY-MM-DD format
  • amount (number, optional): Opportunity amount or value
  • probability (number, optional): Win probability percentage (0-100)
  • type (string, optional): Opportunity type
  • leadSource (string, optional): Source of the lead
  • description (string, optional): Opportunity description

update_opportunity

Update an existing opportunity's details.

Parameters:

  • opportunityId (string, required): Opportunity ID to update
  • stageName (string, optional): Updated sales stage
  • closeDate (string, optional): Updated close date in YYYY-MM-DD format
  • amount (number, optional): Updated amount
  • probability (number, optional): Updated win probability (0-100)
  • description (string, optional): Updated description

Lead Management

list_leads

Retrieve a list of leads with optional status filtering.

Parameters:

  • limit (number, optional): Maximum number of results (default: 100)
  • offset (number, optional): Number of records to skip
  • status (string, optional): Filter by lead status

create_lead

Create a new lead record in Salesforce.

Parameters:

  • lastName (string, required): Lead's last name
  • company (string, required): Company name
  • firstName (string, optional): Lead's first name
  • email (string, optional): Email address
  • phone (string, optional): Phone number
  • title (string, optional): Job title
  • status (string, optional): Lead status (default: Open)
  • rating (string, optional): Lead rating such as Hot, Warm, or Cold
  • leadSource (string, optional): Source of the lead
  • industry (string, optional): Industry classification

convert_lead

Convert a qualified lead into an account, contact, and optionally an opportunity.

Parameters:

  • leadId (string, required): ID of the lead to convert
  • convertedStatus (string, optional): Status to set after conversion (default: Qualified)
  • createOpportunity (boolean, optional): Whether to create an opportunity (default: true)
  • opportunityName (string, optional): Name for the created opportunity

Case Management

list_cases

Retrieve a list of support cases with filtering options.

Parameters:

  • limit (number, optional): Maximum number of results (default: 100)
  • offset (number, optional): Number of records to skip
  • accountId (string, optional): Filter by associated account ID
  • status (string, optional): Filter by case status

create_case

Create a new support case in Salesforce.

Parameters:

  • subject (string, required): Case subject line
  • description (string, optional): Detailed case description
  • status (string, optional): Case status (default: New)
  • priority (string, optional): Priority level such as High, Medium, or Low
  • origin (string, optional): Case origin like Phone, Email, or Web
  • accountId (string, optional): Associated account ID
  • contactId (string, optional): Associated contact ID

Task Management

list_tasks

Retrieve a list of tasks with optional filtering.

Parameters:

  • limit (number, optional): Maximum number of results (default: 100)
  • status (string, optional): Filter by task status
  • relatedToId (string, optional): Filter by related record ID (Account, Contact, Opportunity, etc.)

create_task

Create a new task in Salesforce.

Parameters:

  • subject (string, required): Task subject or title
  • description (string, optional): Detailed task description
  • status (string, optional): Task status (default: Not Started)
  • priority (string, optional): Priority level such as High, Normal, or Low
  • activityDate (string, optional): Due date in YYYY-MM-DD format
  • assignedToId (string, optional): User ID to assign the task to
  • relatedToId (string, optional): Related record ID to associate the task with

Advanced Query Tools

execute_soql

Execute a custom SOQL (Salesforce Object Query Language) query against your Salesforce org for advanced data retrieval and reporting.

Parameters:

  • query (string, required): SOQL query to execute (e.g., "SELECT Id, Name FROM Account WHERE Industry = 'Technology'")

search_records

Search across multiple Salesforce objects simultaneously using SOSL (Salesforce Object Search Language).

Parameters:

  • searchTerm (string, required): Term to search for across objects
  • objects (array of strings, optional): Specific object types to search (e.g., ["Account", "Contact", "Lead"])
  • limit (number, optional): Maximum results per object type (default: 25)

Schema Discovery Tools

describe_object

Retrieve comprehensive metadata about a Salesforce object including all fields, data types, relationships, and constraints.

Parameters:

  • objectName (string, required): API name of the object to describe (e.g., "Account", "Contact", "CustomObject__c")

list_objects

List all available Salesforce objects in your org, including both standard and custom objects.

Parameters: None required

Use Cases

This Salesforce MCP server enables a wide range of business scenarios:

Sales Operations: Track opportunities through the sales pipeline, manage account relationships, and convert qualified leads into customers. Create and update opportunity stages, monitor win probabilities, and maintain accurate forecasting data.

Customer Support: Create and manage support cases linked to customer accounts and contacts. Track case resolution, prioritize issues, and maintain comprehensive support history across your customer base.

Contact Management: Maintain up-to-date contact information, associate contacts with accounts, and track all communication touchpoints. Build comprehensive contact profiles with complete mailing addresses and multiple phone numbers.

Lead Nurturing: Capture leads from multiple sources, track their progress through qualification stages, rate their potential value, and seamlessly convert them into accounts and opportunities when ready.

Task Coordination: Create tasks for team members, associate them with relevant accounts or opportunities, set priorities and due dates, and track completion status to ensure nothing falls through the cracks.

Data Analysis: Execute custom SOQL queries to extract specific datasets, generate reports, and analyze trends across your Salesforce data. Search globally across objects to find related information quickly.

Schema Exploration: Understand your Salesforce configuration by exploring object definitions, field types, and relationships. Perfect for building integrations or understanding custom implementations.

This server provides the tools necessary to build powerful Salesforce integrations, automate routine CRM tasks, and create custom workflows that match your business processes.

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Connect any AI agent to 600+ apps.

About Metorial

Metorial provides developers with instant access to 600+ MCP servers for building AI agents that can interact with real-world tools and services. Built on MCP, Metorial simplifies agent tool integration by offering pre-configured connections to popular platforms like Google Drive, Slack, GitHub, Notion, and hundreds of other APIs. Our platform supports all major AI agent frameworks—including LangChain, AutoGen, CrewAI, and LangGraph—enabling developers to add tool calling capabilities to their agents in just a few lines of code. By eliminating the need for custom integration code, Metorial helps AI developers move from prototype to production faster while maintaining security and reliability. Whether you're building autonomous research agents, customer service bots, or workflow automation tools, Metorial's MCP server library provides the integrations you need to connect your agents to the real world.

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