Salesforce MCP, Salesforce's hosted MCP servers

• Looks up Salesforce records that match your criteria

  (platform/sobject-reads, platform/sobject-mutations, platform/sobject-deletes, platform/sobject-all) Runs a SOQL query against one object and returns the matching records. Field-level security and sharing rules still apply to the results.

  Try: “Show the 10 biggest open opportunities by amount.”

  Read · soqlQuery

• Searches for a name or keyword across many record types

  (platform/sobject-reads, platform/sobject-mutations, platform/sobject-deletes, platform/sobject-all) Searches for a term across multiple Salesforce objects at the same time. Use it when you do not know which object holds the record.

  Try: “Find everything related to Acme Corp.”

  Read · find

• Lists records you recently opened or edited

  (platform/sobject-reads, platform/sobject-all) Lists the records of one type that you recently viewed or changed. It helps when you say things like 'that opportunity I was looking at'.

  Try: “Show the accounts I looked at recently.”

  Read · listRecentSobjectRecords

• Gets the records linked to a record you already have

  (platform/sobject-reads, platform/sobject-all) Given a parent record ID and a relationship name, returns its child records, for example the contacts of an account or the line items of an opportunity.

  Try: “List the contacts on the Acme account.”

  Read · getRelatedRecords

• Creates a new Salesforce record

  (platform/sobject-mutations, platform/sobject-all) Creates one record of the object type you name. It fails if required fields are missing or a validation rule rejects the values.

  Try: “Create a contact named Dana Lee at Acme.”

  Write · createSobjectRecord

• Changes fields on an existing record

  (platform/sobject-mutations, platform/sobject-all) Updates the fields you specify on a record and leaves the others alone. It fails if the record does not exist or a validation rule blocks the change.

  Try: “Set the stage of the Acme renewal to Negotiation.”

  Write · updateSobjectRecord

• Updates a parent record starting from one of its child records

  (platform/sobject-mutations, platform/sobject-all) Starts from a child record and updates a record up the child-to-parent chain, for example from a contact to its account. Only child-to-parent relationships are supported, up to five levels.

  Try: “Update the industry on the account of this contact.”

  Write · updateRelatedRecord

• Deletes a Salesforce record

  (platform/sobject-deletes, platform/sobject-all) Deletes one record by ID. Salesforce keeps it in the Recycle Bin for up to 15 days, but this server has no undelete tool, so confirm first.

  Try: “Delete the duplicate Acme Corp lead.”

  Delete · deleteSobjectRecord

• Deletes a parent record starting from one of its children

  (platform/sobject-deletes, platform/sobject-all) Starts from a child record and deletes the parent record it points to. Deleting the master side of a master-detail relationship also removes its detail records.

  Try: “Delete the account that this test contact belongs to.”

  Delete · deleteRelatedRecord

• Shows the details of a CMS workspace

  (content-readonly) Gets one CMS workspace by ID, with its name, type and default language.

  Try: “Show details of the Marketing CMS workspace.”

  Read · get_cms_workspace

• Lists your CMS workspaces

  (content-readonly) Lists the enhanced CMS workspaces the user can access.

  Try: “List my CMS workspaces.”

  Read · get_cms_workspaces

• Lists the channels attached to a CMS workspace

  (content-readonly) Lists the channels linked to one workspace.

  Try: “Which channels does the Marketing workspace publish to?”

  Read · get_cms_channels_for_workspace

• Finds CMS content in your workspaces by keyword

  (content-readonly) Searches CMS content in workspaces and folders by keyword, optionally filtered by workspace, folder, type or language.

  Try: “Search our workspaces for spring campaign banners.”

  Read · search_content_cms_workspaces

• Opens one CMS content item

  (content-readonly) Gets one CMS content item by key or ID, with its translated variants.

  Try: “Open the CMS item with key spring-promo.”

  Read · get_cms_content_item

• Opens one language version of a content item

  (content-readonly) Gets one language version of a content item, with its body and field values.

  Try: “Show the French version of the spring promo.”

  Read · get_cms_content_variant

• Shows the details of a CMS folder

  (content-readonly) Gets a CMS folder's name, creation date, permissions and parent.

  Try: “Show details of the Press Releases folder.”

  Read · get_cms_folder

• Shows who can access a CMS folder

  (content-readonly) Gets which users, groups or roles can access a folder and at what level.

  Try: “Who has access to the Press Releases folder?”

  Read · get_cms_folder_sharing_details

• Lists your CMS channels

  (content-readonly) Lists the CMS channels the user can access.

  Try: “List all CMS channels I can see.”

  Read · get_cms_channels

• Shows how a CMS channel is set up

  (content-readonly) Gets a channel's authoring and configuration record by ID.

  Try: “Show the configuration of the public website channel.”

  Read · get_cms_channel

• Shows how a CMS channel delivers content

  (content-readonly) Gets a channel's delivery details, as content consumers see it at run time.

  Try: “How does the public website channel deliver content?”

  Read · get_cms_channel_delivery_detail

• Finds published articles and other non-media content

  (content-readonly) Searches published non-media content, such as news, in public channels by keyword or taxonomy term.

  Try: “Find published news about the product launch.”

  Read · search_content_cms_channels

• Finds published images, videos and documents

  (content-readonly) Searches published media assets such as images, videos and documents by keyword or taxonomy term.

  Try: “Find published images tagged summer sale.”

  Read · search_media_cms_channels

• Lists what is live on a CMS channel

  (content-readonly) Lists content published to one channel, filterable by type, language and date, with paging.

  Try: “What news is published on the public channel?”

  Read · get_published_cms_content_from_channel

• Lists what is live on an Experience Cloud site

  (content-readonly) Lists content published to an Experience Cloud site, filterable and paged.

  Try: “What content is published on our help site?”

  Read · get_published_cms_content_from_site

• Opens one live content item from a site

  (content-readonly) Gets one published content item from an Experience Cloud site by key or ID.

  Try: “Show the published FAQ item on the help site.”

  Read · get_published_cms_content_item_from_site

• Opens a live content collection from a site

  (content-readonly) Gets a published collection from a site and lists the items in it.

  Try: “Show the featured articles collection on the help site.”

  Read · get_published_cms_collection_from_site

• Opens one live content item from a channel

  (content-readonly) Gets one published content item from a channel by key or ID.

  Try: “Show the published release note with key rn-24.”

  Read · get_published_cms_content_item_from_channel

• Opens a live content collection from a channel

  (content-readonly) Gets a published collection from a channel and lists the items in it.

  Try: “Show the homepage hero collection on the public channel.”

  Read · get_published_cms_collection_from_channel

• Finds images across CMS and connected asset libraries

  (content-readonly) Searches media assets across Salesforce CMS and connected third-party CMS or DAM systems, using Data 360 hybrid search.

  Try: “Find product photos with a blue background.”

  Read · search_electronic_media

• Gets brand guidance for building apps or sites

  (content-readonly) Returns instructions that tell Agentforce Vibes how to extract and apply a brand from Salesforce CMS.

  Try: “Get the brand instructions for our site.”

  Read · get_brand_instructions

• Lists the kinds of content a CMS workspace holds

  (content-readonly) Lists the content types a workspace supports, identified by base type, workspace ID or channel.

  Try: “What content types does the Marketing workspace support?”

  Read · get_content_types_for_workspace

• Changes which channels a CMS workspace publishes to

  (content-write) Changes which channels are assigned to an enhanced CMS workspace.

  Try: “Add the partner portal channel to the Marketing workspace.”

  Write · update_cms_workspace_channels

• Creates a new CMS workspace

  (content-write) Creates a CMS workspace (managed content space).

  Try: “Create a CMS workspace called Product Docs.”

  Write · create_cms_workspace

• Renames or re-describes a CMS workspace

  (content-write) Updates a workspace's properties such as name and description.

  Try: “Rename the Marketing workspace to Brand.”

  Write · update_cms_workspace

• Creates a new piece of CMS content

  (content-write) Creates a content item in a workspace or folder; mirrors the Connect REST API POST /connect/cms/contents.

  Try: “Create a news item about our new release.”

  Write · create_cms_content

• Adds a language version to a content item

  (content-write) Adds a language-specific or channel-specific version to an existing content item.

  Try: “Add a German version of the spring promo.”

  Write · create_cms_content_variant

• Duplicates a CMS content item

  (content-write) Copies a content item inside the same workspace.

  Try: “Duplicate the spring promo item.”

  Write · clone_cms_content

• Edits the body of a content version

  (content-write) Replaces the body of a content variant, or refines it with AI.

  Try: “Rewrite the spring promo body to be shorter.”

  Write · update_cms_content_variant

• Makes CMS content live on its channels

  (content-write) Publishes content to channels connected to its workspace, making it publicly available there.

  Try: “Publish the spring promo to the public channel.”

  Write · publish_cms_content

• Takes CMS content off its channels

  (content-write) Removes content from channels so external viewers can no longer see it; it reverts to draft.

  Try: “Unpublish the old pricing page.”

  Write · unpublish_cms_content

• Creates a folder in a CMS workspace

  (content-write) Creates a folder in a workspace.

  Try: “Create a folder called Q4 Campaigns.”

  Write · create_cms_folder

• Renames a CMS folder

  (content-write) Renames an existing CMS folder.

  Try: “Rename the Q4 Campaigns folder to Holiday.”

  Write · update_cms_folder

• Changes who can access a CMS folder

  (content-write) Grants, changes or revokes folder access for users, groups or roles.

  Try: “Give the Sales group view access to the Holiday folder.”

  Write · update_cms_folder_sharing_settings

• Creates a new CMS delivery channel

  (content-write) Creates a CMS channel that controls how and where content is delivered; mirrors POST /connect/cms/channels.

  Try: “Create a channel for the partner portal.”

  Write · create_cms_channel

• Edits a CMS channel's settings

  (content-write) Updates a channel's properties such as name, domain and cache settings.

  Try: “Change the cache settings on the public channel.”

  Write · update_cms_channel

• Sets up a CMS workspace and channel for a UI Bundle

  (content-write) Gets or creates a workspace and a Web Apps channel for a UI Bundle and links the two.

  Try: “Set up CMS content storage for my UI Bundle.”

  Write · get_or_create_cms_workspace_and_web_app_channel

• Runs a Data 360 action or query

  (data360) Runs a named Data 360 tool with JSON arguments. Long queries return a queryId to poll.

  Try: “Query my unified customer profiles for customers in Texas.”

  Write · execute

• Runs a Salesforce setup or platform action

  (platform/headless-360) Runs the chosen operation after the access guard check.

  Try: “Create a custom field called Region on Account.”

  Delete · dispatch

• Runs a read-only Salesforce action

  (platform/headless-360) Runs the chosen operation in read-only mode; it never changes data or configuration.

  Try: “List the active flows in my org.”

  Read · dispatch_readonly

• Searches archived Salesforce records

  (platform/headless-360 (Archive Connect)) Searches archived records by object type, filters, date ranges and sort criteria.

  Try: “Find archived cases for Acme from 2021.”

  Read · run-archive-global-search

• Gets the next page of archive search results

  (platform/headless-360 (Archive Connect)) Fetches the next page of archive search results using a scroll cursor.

  Try: “Show more archived results.”

  Read · get-archive-global-search-next-page

• Searches archives while respecting sharing rules

  (platform/headless-360 (Archive Connect)) Archive search for Agentforce agents that enforces sharing rules and returns a rich-text summary.

  Try: “Search archived opportunities I am allowed to see.”

  Read · run-archive-global-search-with-sharing-rules

• Shows how much archive storage you use

  (platform/headless-360 (Archive Connect)) Returns archive storage use across storage tiers.

  Try: “How much archive storage are we using?”

  Read · get-organization-archive-storage-used

• Starts an archive storage analysis

  (platform/headless-360 (Archive Connect)) Starts the archive analyzer to produce a storage readiness report.

  Try: “Run the archive analyzer.”

  Write · run-analyzer

• Shows the latest archive analysis report

  (platform/headless-360 (Archive Connect)) Returns the latest analyzer report with readiness and storage recommendations.

  Try: “Show the latest archive analyzer report.”

  Read · get-analyzer-report

• Restores archived records to live storage

  (platform/headless-360 (Archive Connect)) Restores archived records to live Salesforce storage based on search criteria.

  Try: “Unarchive the 2021 Acme cases.”

  Write · run-unarchive

• Requests erasure of a person's archived data

  (platform/headless-360 (Archive Connect)) Submits a Right To Be Forgotten erasure request for matching archived records.

  Try: “Submit an erasure request for jane@example.com.”

  Delete · run-rtbf

• Checks whether an erasure request finished

  (platform/headless-360 (Archive Connect)) Polls the status of an erasure request.

  Try: “Has the erasure request finished?”

  Read · get-rtbf-status

• Requests masking of personal data in archives

  (platform/headless-360 (Archive Connect)) Submits a request to irreversibly anonymize PII in matching archived records.

  Try: “Mask personal data in archived 2019 leads.”

  Write · run-masking

• Checks whether a masking request finished

  (platform/headless-360 (Archive Connect)) Polls the status of a masking request.

  Try: “Is the masking job done?”

  Read · get-masking-status

• Gets a download link for an archive job log

  (platform/headless-360 (Archive Connect)) Generates a presigned download URL for an archive job's execution log.

  Try: “Give me the log link for the last archive job.”

  Read · get-archive-execution-details-streaming-url

• Gets a download link for failed archive records

  (platform/headless-360 (Archive Connect)) Generates a presigned download URL for an archive job's failed-records log.

  Try: “Give me the failed-records log for the last archive job.”

  Read · get-archive-failed-records-streaming-url

• Checks an insurance product is set up correctly

  (insurance-design-advisor) Checks a product and its children for active status, selling models, price book entries, record types, attributes and catalog links.

  Try: “Validate the Auto Gold product setup.”

  Read · validateProductModel

• Checks customers can find an insurance product

  (insurance-design-advisor) Checks a product can be found at runtime: price book entries, selling models, pricing procedures and decision tables.

  Try: “Is Auto Gold discoverable at runtime?”

  Read · validateProductDiscovery

• Checks product attributes exist and are active

  (insurance-design-advisor) Checks attribute definitions exist and are active.

  Try: “Validate the attributes on Auto Gold.”

  Read · validateAttributes

• Checks the constraint model behind a product

  (insurance-design-advisor) Checks products have an active constraint model and that rule records have valid keys or product paths.

  Try: “Validate the constraint model for Auto Gold.”

  Read · validateCMLModel

• Checks insurance pricing is configured correctly

  (insurance-design-advisor) Checks pricing setup: transaction type, procedure plan dates, pricing procedure versions and context definition.

  Try: “Check the pricing setup for Auto Gold.”

  Read · validatePricingSetup

• Checks an insurance API request before you send it

  (insurance-design-advisor) Checks a JSON payload for the Insurance Quote or Product Rating API: product codes, attributes, instance keys, required fields.

  Try: “Validate this quote request payload.”

  Read · validateApiRequest

• Explains an insurance error code

  (insurance-design-advisor) Looks up an insurance error code (SF-INS-xxx format) and returns its description and fixes.

  Try: “What does error SF-INS-00123 mean?”

  Read · lookupErrorCode

• Checks you have the permissions for an insurance task

  (insurance-design-advisor) Checks whether the current user has the permissions for an insurance operation such as executeQuote.

  Try: “Can I run executeQuote?”

  Read · validateUserPermissions

• Builds a sample insurance rating request

  (insurance-design-advisor) Generates a sample Product Rating API request for a product, with children, attributes and instance keys.

  Try: “Give me a sample rating request for Auto Gold.”

  Read · getRatingInput

• Finds objects, fields, flows and other metadata by description

  (platform/metadata-grounding) Natural-language search over org metadata, filtered by type, returning lightweight descriptors.

  Try: “Find flows that update opportunity stage.”

  Read · search_metadata

• Opens the full details of a metadata item

  (platform/metadata-grounding) Fetches full metadata records, with all type-specific properties, for identifiers returned by search_metadata.

  Try: “Show the full definition of that flow.”

  Read · query_metadata

• Answers an analytics question from a Tableau Next data model

  (analytics/tableau-next) Asks the Tableau Analytics Agent a natural-language question against a semantic model.

  Try: “What drove the increase in churn last quarter?”

  Read · analyze_data

• Lists the charts available in Tableau Next

  (analytics/tableau-next) Lists visualizations (worksheets) across Tableau Next, metadata only.

  Try: “List the available visualizations.”

  Read · list_visualizations

• Shows how one Tableau Next chart is built

  (analytics/tableau-next) Gets one visualization's name, type, data source and configuration.

  Try: “Show the details of the pipeline chart.”

  Read · get_visualization

• Lists your Tableau Next data models

  (analytics/tableau-next) Lists the semantic data models the user can access. Call first before looking at measures or dimensions.

  Try: “List my semantic models.”

  Read · list_semantic_models

• Shows the purpose and settings of a data model

  (analytics/tableau-next) Gets a semantic model's profile, business preferences and configuration.

  Try: “Describe the Sales semantic model.”

  Read · get_semantic_model

• Lists the tables inside a data model

  (analytics/tableau-next) Lists the data objects (tables) in a semantic model.

  Try: “What tables are in the Sales model?”

  Read · list_semantic_model_data_objects

• Shows how the tables in a data model connect

  (analytics/tableau-next) Lists how data objects in a model join.

  Try: “How do Orders and Customers relate in the Sales model?”

  Read · list_semantic_model_relationships

• Shows the structure of one logical view

  (analytics/tableau-next) Gets the structure of one logical view in a model.

  Try: “Show the logical view for Orders.”

  Read · get_semantic_model_logical_view

• Lists the numbers a data model can total

  (analytics/tableau-next) Lists numeric measures for a data object, such as Revenue.

  Try: “What measures does the Orders object have?”

  Read · list_semantic_model_measures

• Lists the ways a data model can slice results

  (analytics/tableau-next) Lists dimensions for a data object, such as Region or Product Category.

  Try: “What dimensions does the Orders object have?”

  Read · list_semantic_model_dimensions

• Lists the official KPIs in a data model

  (analytics/tableau-next) Lists governed business metrics and KPIs defined in a model.

  Try: “What KPIs are defined in the Sales model?”

  Read · list_semantic_model_metrics

• Explains how a KPI is calculated

  (analytics/tableau-next) Gets how one metric is calculated, its sources, thresholds and targets.

  Try: “How is win rate calculated?”

  Read · get_semantic_model_metric

• Lists custom grouping fields in a data model

  (analytics/tableau-next) Lists user-defined calculated dimensions in a model.

  Try: “List calculated dimensions in the Sales model.”

  Read · list_semantic_model_calculated_dimensions

• Lists custom calculated numbers in a data model

  (analytics/tableau-next) Lists user-defined calculated measures, such as Win Rate.

  Try: “List calculated measures in the Sales model.”

  Read · list_semantic_model_calculated_measures

• Lists your Tableau Next workspaces

  (analytics/tableau-next) Lists Tableau Next workspaces, or gets one by ID.

  Try: “List my Tableau Next workspaces.”

  Read · list_workspaces

• Lists what is inside a Tableau Next workspace

  (analytics/tableau-next) Lists dashboards, visualizations and other items in a workspace.

  Try: “What is in the Sales workspace?”

  Read · list_workspace_assets

• Finds Tableau Next dashboards and charts by keyword

  (analytics/tableau-next) Searches dashboards, visualizations and semantic models by keyword and type.

  Try: “Find dashboards about renewals.”

  Read · search_assets

• Lists the dashboards you can open

  (analytics/tableau-next, analytics/crm-analytics) Lists dashboards the user can access, metadata only (Tableau Next), or in an app or the whole org (CRM Analytics).

  Try: “List my dashboards.”

  Read · list_dashboards

• Shows what is on a dashboard

  (analytics/tableau-next, analytics/crm-analytics) Gets one dashboard's details: contents and visualizations (Tableau Next), or widgets, steps and filters (CRM Analytics).

  Try: “Show the details of the pipeline dashboard.”

  Read · get_dashboard

• Lists your CRM Analytics apps

  (analytics/crm-analytics) Lists the analytics apps (folders) the user can access, with search, scope and sort options.

  Try: “List my analytics apps.”

  Read · list_folders

• Shows the details of a CRM Analytics app

  (analytics/crm-analytics) Gets one analytics app's label, description, template source and permissions.

  Try: “Show details of the Sales Analytics app.”

  Read · get_folder

• Lists the datasets you can query

  (analytics/crm-analytics) Lists datasets in an app or across the org, with names, IDs and last-modified dates.

  Try: “List datasets in the Sales Analytics app.”

  Read · list_datasets

• Shows the fields in a dataset

  (analytics/crm-analytics) Gets a dataset's fields, types and labels, and its currentVersionId.

  Try: “What fields does the Opportunities dataset have?”

  Read · get_dataset

• Runs an analytics query on a dataset

  (analytics/crm-analytics) Runs a SAQL query against a dataset and returns structured results.

  Try: “What were our top 10 accounts by revenue last quarter?”

  Read · execute_query

• Lists your saved explorations

  (analytics/crm-analytics) Lists saved explorations (lenses) the user can access, with the datasets they use.

  Try: “List my saved lenses.”

  Read · list_lenses

• Shows the query behind a saved exploration

  (analytics/crm-analytics) Gets one lens, including its query definition and dataset.

  Try: “Show the query behind the Top Accounts lens.”

  Read · get_lens

• Used by the assistant behind the scenes

  Shows which Salesforce objects and fields you can work with

  (platform/sobject-reads, platform/sobject-mutations, platform/sobject-deletes, platform/sobject-all) Lists the objects in your org, or the fields, types and picklist values of one object. The assistant calls it before writing queries or creating records.

  Try: “What fields does the Opportunity object have?”

  Read · getObjectSchema

• Tells the assistant who you are in Salesforce

  (platform/sobject-reads, platform/sobject-all) Returns details about the signed-in user, such as role, profile, manager and timezone. The assistant uses it to filter to your own records.

  Try: “Show me my open cases.”

  Read · getUserInfo

• Finds the right Data 360 tool for your goal

  (data360) Takes a plain-language goal and returns the names of matching Data 360 tools.

  Try: “What Data 360 tool can run a SQL query?”

  Read · search

• Shows how to call a Data 360 tool

  (data360) Given a tool name, returns its input JSON schema, an example payload and a description.

  Try: “Show the example payload for the SQL query tool.”

  Read · payload_examples

• Finds the Salesforce action that fits your request

  (platform/headless-360) Semantic search over Salesforce operations that returns ranked candidate actions for a request.

  Try: “How do I add a field to the Account object?”

  Read · discover

• Shows the steps and inputs an action needs

  (platform/headless-360) Returns the contract for an operation: APIs, parameters, dependencies and ordered steps.

  Try: “What does it take to create a permission set?”

  Read · describe

• Shows what kinds of org metadata can be searched

  (platform/metadata-grounding) Lists the metadata types and subtypes available in the org, or the JSON schema of one type. Call it before search_metadata.

  Try: “What metadata types can you look up?”

  Read · describe_metadata

• Gets exact field names for a dataset

  (analytics/crm-analytics) Gets the extended metadata for a dataset version: exact field API names, types, labels and formatting.

  Try: “Get the exact field names for the Opportunities dataset.”

  Read · get_xmd

Watch out for

• sobject-all can create, edit and delete records

  The full server and sobject-deletes let the assistant change or delete any record you can. Start with sobject-reads and add write servers only for people who need them. developer.salesforce.com

• Sign-in tokens never expire by default

  The External Client App keeps refresh tokens valid indefinitely unless you change it. Salesforce recommends 30 days or less with token rotation. developer.salesforce.com

• Every call counts against your daily API limit

  Each tool call uses one or more API calls, so heavy use can affect other integrations. Check usage under Setup, Company Information. github.com

• Runs with your own permissions

  Every call is made as the signed-in user, with object, field and sharing rules applied and changes logged under their name. There are no service accounts. github.com

• Off until an admin turns it on

  All servers are disabled by default. Any org user can sign in through the app unless you require a permission set. developer.salesforce.com

Security advisories

In their words