Salesforce MCP Server — Hosted for Any AI Agent

mcp-salesforce — Salesforce MCP Server

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

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What You Can Do

• Automatically create and qualify leads from any inbound channel — web forms, emails, or enrichment data
• Convert leads to contacts and opportunities without touching the Salesforce UI
• Update opportunity stages, log notes, and complete tasks based on external signals like signed contracts
• Run custom SOQL queries to extract pipeline data, build reports, or audit CRM hygiene

Available Tools

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

Configuration

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

Quick Start

Add to Aerostack Workspace

1. Go to aerostack.dev → Your Project → MCPs
2. Search for "Salesforce" and click Add to Workspace
3. Add your SALESFORCE_ACCESS_TOKEN and SALESFORCE_INSTANCE_URL under Project → Secrets

Once added, every AI agent in your workspace can manage Salesforce CRM data automatically — no per-user setup needed.

Example Prompts

"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"

Direct API Call

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"}}}'

License

MIT