Query leads, contacts, opportunities, and accounts in Salesforce — full SOQL support for enterprise CRM automation.
Use with AI AssistantsMCP
Connect Claude, Cursor, or any MCP-compatible client — then call tools directly
① Add This MCP Server
Paste into your AI client config — then all its tools are available instantly.
{
"mcpServers": {
"salesforce": {
"url": "https://mcp.aerostack.dev/s/aerostack/mcp-salesforce",
"headers": {
"Authorization": "Bearer YOUR_AEROSTACK_TOKEN"
}
}
}
}Replace YOUR_AEROSTACK_TOKEN with your API token from the dashboard.
② Call a Tool
Ask your AI assistant to call a specific tool, or send raw JSON-RPC:
Natural Language Prompt
“Use the _ping tool to verify salesforce credentials by calling a lightweight read endpoint. used internally by aerostack to validate credentials”
Using a Workspace?
Add this MCP to your Workspace — your team shares one token, secrets are stored securely, and every AI agent in the workspace can call it without per-user setup.
Automate your entire Salesforce CRM — manage leads, contacts, accounts, opportunities, tasks, and run SOQL queries from any AI agent.
Salesforce is the world's #1 CRM platform, used by enterprise sales and revenue operations teams globally. This MCP server gives your agents complete access to the Salesforce REST API: searching and creating leads, contacts, accounts, and opportunities; converting leads; logging tasks and activities; and running arbitrary SOQL queries for reporting and data extraction.
Live endpoint: https://mcp.aerostack.dev/s/aerostack/mcp-salesforce
| Tool | Description |
|---|---|
| search_leads | Search leads by any field (Email, LastName, Company) using SOQL LIKE |
| get_lead | Get full details of a specific lead by Salesforce record ID |
| create_lead | Create a new lead — LastName and Company required |
| update_lead | Update lead fields including status and lead source |
| convert_lead | Convert a lead to contact and optionally create an opportunity |
| search_contacts | Search contacts by any field (Email, LastName, Phone) |
| get_contact | Get full details of a specific contact by record ID |
| create_contact | Create a new contact linked to an account |
| update_contact | Update contact fields including title, department, and account |
| list_contact_activities | List activity history for a contact (tasks, events, calls, emails) |
| search_accounts | Search accounts by name |
| get_account | Get full details of a specific account |
| create_account | Create a new account with industry, website, and billing details |
| update_account | Update account fields including revenue and billing address |
| list_account_contacts | List all contacts associated with a specific account |
| list_opportunities | List opportunities optionally filtered by account |
| get_opportunity | Get full details of a specific opportunity |
| create_opportunity | Create a new opportunity with stage and close date |
| update_opportunity | Update opportunity stage, amount, or close date |
| add_opportunity_note | Add a completed task/note to an opportunity |
| list_tasks | List tasks owned by a specific user |
| create_task | Create a new task linked to a contact, lead, or opportunity |
| complete_task | Mark a task as Completed |
| run_soql | Execute an arbitrary SOQL query against Salesforce |
| describe_object | Describe a Salesforce object to see its fields and relationships |
| Variable | Required | Description | How to Get |
|---|---|---|---|
| SALESFORCE_ACCESS_TOKEN | Yes | Salesforce OAuth 2.0 access token | Salesforce Connected Apps or Salesforce CLI: sfdx auth:web:login |
| SALESFORCE_INSTANCE_URL | Yes | Your Salesforce instance URL (e.g. https://yourorg.my.salesforce.com) | Found in Salesforce Setup → Company Information |
SALESFORCE_ACCESS_TOKEN and SALESFORCE_INSTANCE_URL under Project → SecretsOnce added, every AI agent in your workspace can manage Salesforce CRM data automatically — no per-user setup needed.
"Create a new lead in Salesforce for Jane Smith at Acme Corp from our website contact form"
"Convert lead 00Qxx0000001ABC to a contact and create an opportunity for $75,000"
"Run a SOQL query to find all opportunities closing this quarter with amount over $100,000"
curl -X POST https://mcp.aerostack.dev/s/aerostack/mcp-salesforce \
-H 'Content-Type: application/json' \
-H 'X-Mcp-Secret-SALESFORCE-ACCESS-TOKEN: your-token' \
-H 'X-Mcp-Secret-SALESFORCE-INSTANCE-URL: https://yourorg.my.salesforce.com' \
-d '{"jsonrpc":"2.0","id":1,"method":"tools/call","params":{"name":"run_soql","arguments":{"soql":"SELECT Id, Name, StageName, Amount FROM Opportunity WHERE StageName = '"'"'Prospecting'"'"' LIMIT 10"}}}'
MIT
Live Endpoint
https://mcp.aerostack.dev/s/aerostack/mcp-salesforce
Sub-50ms globally · Zero cold start
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Both. Named tools cover common objects with typed inputs; run_soql lets Claude write any SOQL string for custom objects, aggregate queries, or multi-object joins. Results return as JSON arrays Claude can summarise or pass to another tool.
The convert_lead tool wraps Salesforce's Lead Conversion API. Claude calls it with the lead ID and conversion options; Salesforce creates the Contact, Account, and Opportunity atomically. Claude can then call get_opportunity to confirm the converted record.
Yes. describe_object returns all fields, data types, picklist values, and relationships for any standard or custom object. Claude can call it before a create or update to validate that field names are correct and required fields are populated.
Yes. add_opportunity_note posts an activity note to the Opportunity record. A common pattern is: agent transcribes a call, Claude summarises, then add_opportunity_note writes the summary directly — no CRM copy-paste required.