Salesforce Cloud MCP server
io.github.aaronsb/salesforce-cloud·v0.8.2·6 starsAI-powered Salesforce CRM: opportunity intelligence, conversation analysis, SOQL, analytics
6 stars76 downloads/wk
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Salesforce Cloud tools (18, 6 write)
write = sends, deletes, buys or postsRead from the package source without running it. The installed server may list more.
analyzewrite actionRun analytics on any Salesforce object — group by categorical fields, aggregate numeric fields, and compute custom expressions. Uses field-type metadata for validation.
analyze_conversationAnalyze conversation activity and engagement patterns for an opportunity. Extracts insights from Gong calls, emails, and other activities to provide engagement recommendations.
batchwrite actionExecute multiple operations in a single call with result references. Use $N.field to reference prior results (e.g., $0.id for the ID from operation 0). Destructive operations require confirm: true.
create_recordwrite actionCreate a new record in Salesforce. Supports both standard and custom fields in the data object.
delete_recordwrite actionDelete a record from Salesforce
describe_objectGet an object's full metadata, including every standard and custom field when includeFields is true. Returns the complete schema — exhaustive but unranked, and large on customised objects. To find out which fields this org actually populates, read `salesforce://field-catalog/{objectName}` instead; it is ranked and far smaller.
download_fileDownload a file from Salesforce. Accepts a ContentVersionId (068...) or ContentDocumentId (069...). Saves to a sandboxed workspace directory (default: ~/.local/share/salesforce-cloud-mcp/workspace/, configurable via SF_WORKSPACE_DIR). Text files (CSV, JSON, XML, TXT, etc.) also return content inline. Binary files return the saved path.
enrich_opportunityEnrich an opportunity with market intelligence, industry insights, and strategic recommendations based on similar deal patterns and best practices.
execute_soqlwrite actionExecute a SOQL query. Supports both standard and custom fields (custom fields end with __c in their API names). To see which fields this org actually populates on an object, read the `salesforce://field-catalog/{objectName}` resource — it is ranked, far smaller than a full schema, and works for any object. That catalog is a usage filter rather than a field list: standard fields remain queryable wh
find_similar_opportunitiesFind opportunities similar to a reference opportunity or based on specific criteria. Includes pattern analysis and similarity scoring to identify market trends and success patterns.
generate_business_caseGenerate a markdown business case report for an opportunity. Fetches opportunity details, contacts, conversation insights, and similar won deals to produce a complete report.
get_opportunity_detailsGet detailed information about a Salesforce opportunity including all available fields (both standard and custom), related records, and metadata
get_user_infoGet information about the current user
list_objectsList all available Salesforce objects, including both standard and custom objects
opportunity_insightsGenerate detailed insights and analytics from opportunity data including pipeline health, performance metrics, industry trends, and strategic recommendations.
search_fieldsFind the field(s) that carry a concept, when you know what you want to query but not the API name. Searches every scored field on the discovered objects — not just the promoted ones — across API names, labels, and help text, ranked by match strength. Searches the core objects by default; pass objectName to scope to one, which discovers it on demand. Set includeValues to get the value set for match
search_opportunitiesSearch for Salesforce opportunities by name, account, and stage. Returns matching opportunities ordered by close date. Results include both standard and custom fields.
update_recordwrite actionUpdate an existing record in Salesforce. Supports updating both standard and custom fields.
Public scan report
scanner v0.1.10 · 2026-10-29 · same rubric, same numbers if you re-run it
- Code scan43 source files scanned25/25
- –Live reliabilityno gateway calls yet and no remote to proben/a
- –Tool poisoningtools not inspected (local package is not executed); not countedn/a
- Auth qualitystatic API keys via environment variables6/15
- Maintenancelast push 59 days ago12/15
- Maintainer identityregistry namespace matches repository owner; GitHub account older than a year8/10
How Salesforce Cloud compares
Against every graded Sales and outbound MCP server, from our own scans and uptime checks. Updated after each scan run.
- Safety score
- 78/100
- higher than 66% of 876 Sales and outbound servers
- Tools
- 18
- the typical Sales and outbound server has 8
- Tools that change things
- 33%
- typical: 11%. Fewer write tools means less an agent can break
- GitHub stars
- 6
- more than 88% of 420 Sales and outbound servers
- Downloads a week
- 76
- more than 55% of 156 Sales and outbound servers with a package
What its tools let an agent do: 11 read · 2 create · 3 change · 1 delete · 1 run or deploy
Install Salesforce Cloud in Claude Code, Cursor or VS Code
Runs npx -y @aaronsb/salesforce-cloud-mcp on your machine. Read the scan report first; the gateway never runs local packages.
claude mcp add salesforce-cloud -- npx -y @aaronsb/salesforce-cloud-mcp
What the publisher says
From the Salesforce Cloud repository's README, as published. We do not edit it. Read it on GitHub
🌩️ Salesforce MCP Server
This MCP (Model Context Protocol) server provides AI-powered tools for interacting with Salesforce, featuring opportunity intelligence, conversation analysis, business case generation, and standard CRUD operations. Built with pagination support and optimized response structures for AI workflows.
🎯 What This Means for You
Imagine having a sales expert that instantly knows everything about your deals and can give you winning strategies. That's what this AI does with your Salesforce data.
💬 Just Chat Naturally - No Technical Skills Needed
You say: "Show me all Microsoft deals over $100K in the proposal stage" AI does: Searches your entire Salesforce database and returns matching opportunities
You say: "How's the engagement on the Acme deal? Are we talking to the right people?" AI does: Analyzes all your calls, emails, and activities to give engagement insights
You say: "Find me deals similar to this opportunity that we won" AI does: Scans your database for similar successful deals and success patterns
You say: "Create a business case document for this opportunity" AI does: Generates a professional PDF ready for executives
🚀 Real Conversation Examples
Scenario: "I'm struggling with the Acme Corp deal. It's been stuck in negotiation for 2 months."
AI Response: "Let me analyze the Acme opportunity... I see limited engagement in the past 3 weeks. You've had 2 calls with procurement but haven't connected with the decision maker yet. Similar deals that got unstuck had executive sponsor engagement. I found 3 comparable deals where scheduling an executive briefing moved things forward. Here's a business case document you can use..."
Scenario: "My manager wants to know why our cloud migration deals are taking so long to close."
AI Response: "Analyzing your cloud migration opportunities... The average sales cycle is 40% longer than industry standard. The pattern shows deals stall in the technical evaluation stage. Successful cloud deals had solution architects engaged 2 weeks earlier on average. I recommend involving technical resources sooner..."
✨ What You Get
- 🔍 Smart Search: Find any opportunity with natural language
- 💬 Engagement Analysis: Know who you're talking to and who you're missing
- 🧠 Strategic Insights: Get recommendations based on similar successful deals
- 📊 Pipeline Intelligence: Understand your pipeline health and conversion patterns
- 📋 Professional Documents: Generate business cases and executive summaries
- 📈 Performance Analytics: See what's working and what needs attention
The Magic: You just chat naturally. The AI automatically connects to your Salesforce, analyzes millions of data points, finds patterns, and gives you actionable recommendations. It's like having a sales intelligence team, data analyst, and business consultant all rolled into one AI that knows your Salesforce inside and out.
💬 Live Chat Example
Shortened. The full README is on GitHub.
Nothing above is checked by us. What we check is on the safety report.
Salesforce Cloud: common questions
- Is Salesforce Cloud MCP server safe?
- Mostly: it is graded B (78/100). Read the Salesforce Cloud safety report
- How do I install Salesforce Cloud?
- It runs on your machine. Copy the Claude Code, Cursor, VS Code or Claude Desktop config from the install section.
- Does Salesforce Cloud need an API key?
- Yes. The registry entry asks for
SF_CLIENT_ID,SF_CLIENT_SECRET,SF_PASSWORD. - Is Salesforce Cloud maintained?
- The last commit was 65 days ago (2026-08-31). The latest release is v0.8.2.
- What can I use instead of Salesforce Cloud?
- Servers from other publishers that do the same job: Munin MCP server, Sfcc Dev MCP server and Salesforce MCP server. Compare all Salesforce Cloud alternatives.
- How does Salesforce Cloud compare with other Sales and outbound MCP servers?
- safety score 78/100 (higher than 66% of 876 Sales and outbound servers); tools 18 (the typical Sales and outbound server has 8); tools that change things 33% (typical: 11%. Fewer write tools means less an agent can break). Full comparison.
Alternatives to Salesforce Cloud
Same job from other publishers: the closest match first, then the best rated.
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