AI-powered Salesforce MCP server: opportunity intelligence, similar-deal mining, conversation analysis, business case generation, SOQL, analytics, and CRUD with natural language interaction
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SF_CLIENT_IDOAuth apprequiredSalesforce Connected App client ID
SF_CLIENT_SECRETOAuth apprequiredSalesforce Connected App client secret
SF_PASSWORDAPI keyoptionalSalesforce password (required with SF_USERNAME for password flow)
Declared by the author in the official MCP registry. Forge does not store, broker, or ever see these values — the config below is scaffolded with placeholders you fill in locally.
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batchExecute 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.Execute 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.
No input schema was published for this tool.
analyzeRun analytics on any Salesforce object — group by categorical fields, aggregate numeric fields, and compute custom expressions. Uses field-type metadata for validation.Run analytics on any Salesforce object — group by categorical fields, aggregate numeric fields, and compute custom expressions. Uses field-type metadata for validation.
No input schema was published for this tool.
analyze_conversationAnalyze conversation activity and engagement patterns for an opportunity. Extracts insights from Gong calls, emails, and other activities to provide engagement recommendations.Analyze conversation activity and engagement patterns for an opportunity. Extracts insights from Gong calls, emails, and other activities to provide engagement recommendations.
No input schema was published for this tool.
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.Generate a markdown business case report for an opportunity. Fetches opportunity details, contacts, conversation insights, and similar won deals to produce a complete report.
No input schema was published for this tool.
enrich_opportunityEnrich an opportunity with market intelligence, industry insights, and strategic recommendations based on similar deal patterns and best practices.Enrich an opportunity with market intelligence, industry insights, and strategic recommendations based on similar deal patterns and best practices.
No input schema was published for this tool.
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.Find opportunities similar to a reference opportunity or based on specific criteria. Includes pattern analysis and similarity scoring to identify market trends and success patterns.
No input schema was published for this tool.
opportunity_insightsGenerate detailed insights and analytics from opportunity data including pipeline health, performance metrics, industry trends, and strategic recommendations.Generate detailed insights and analytics from opportunity data including pipeline health, performance metrics, industry trends, and strategic recommendations.
No input schema was published for this tool.
get_opportunity_detailsGet detailed information about a Salesforce opportunity including all available fields (both standard and custom), related records, and metadataGet detailed information about a Salesforce opportunity including all available fields (both standard and custom), related records, and metadata
No input schema was published for this tool.
search_opportunitiesSearch for Salesforce opportunities by name, account, and stage. Returns matching opportunities ordered by close date. Results include both standard and custom fields.Search for Salesforce opportunities by name, account, and stage. Returns matching opportunities ordered by close date. Results include both standard and custom fields.
No input schema was published for this tool.
search_fieldsNo description publishedThis tool published no description. Forge does not invent one.
execute_soqlExecute 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…Execute 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…
No input schema was published for this tool.
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;…Get 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;…
No input schema was published for this tool.
create_recordCreate a new record in Salesforce. Supports both standard and custom fields in the data object.Create a new record in Salesforce. Supports both standard and custom fields in the data object.
No input schema was published for this tool.
update_recordUpdate an existing record in Salesforce. Supports updating both standard and custom fields.Update an existing record in Salesforce. Supports updating both standard and custom fields.
No input schema was published for this tool.
delete_recordprivilegedDelete a record from SalesforceDelete a record from Salesforce
No input schema was published for this tool.
get_user_infoGet information about the current userGet information about the current user
No input schema was published for this tool.
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 inlin…Download 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 inlin…
No input schema was published for this tool.
list_objectsList all available Salesforce objects, including both standard and custom objectsList all available Salesforce objects, including both standard and custom objects
No input schema was published for this tool.
17 of 18 tools published a description.
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AI-powered Salesforce MCP server: opportunity intelligence, similar-deal mining, conversation analysis, business case generation, SOQL, analytics, and CRUD with natural language interaction
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