# @aaronsb/salesforce-cloud-mcp

AI-powered Salesforce MCP server: opportunity intelligence, similar-deal mining, conversation analysis, business case generation, SOQL, analytics, and CRUD with natural language interaction

- **Type:** MCP server
- **Trust:** 85/100 (A), scored on the package rubric
- **Verification:** verified (build provenance)
- **Version:** 0.8.2
- **Author:** aaronsb
- **License:** MIT
- **npm:** @aaronsb/salesforce-cloud-mcp
- **Source:** https://github.com/aaronsb/salesforce-cloud
- **Compatible clients:** claude-code, cursor, copilot, gemini (basis: transport)

## Trust

85/100 (A), scored on the package rubric
- Publisher verified: no
- Build provenance: verified attestation
- npm trusted publishing (OIDC): yes
- Install scripts: nothing suspicious found
- Prompt-injection scan: not run
- Obfuscation scan: not run
- Evidence age: 0 days

## Security scan

- **Status:** clean
- **Scanned:** 2026-09-05T18:15:28.021Z
- **Version scanned:** 0.8.2
- **CVEs:** none found by OSV at scan time

## Tools

18 declared. Statically extracted from the shipped source — a floor on the surface, not a census.
- `batch` — 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). Destruct
- `analyze` — Run analytics on any Salesforce object — group by categorical fields, aggregate numeric fields, and compute custom expressions. Uses field-type metadata for val
- `analyze_conversation` — Analyze conversation activity and engagement patterns for an opportunity. Extracts insights from Gong calls, emails, and other activities to provide engagement 
- `generate_business_case` — Generate a markdown business case report for an opportunity. Fetches opportunity details, contacts, conversation insights, and similar won deals to produce a co
- `enrich_opportunity` — Enrich an opportunity with market intelligence, industry insights, and strategic recommendations based on similar deal patterns and best practices.
- `find_similar_opportunities` — Find opportunities similar to a reference opportunity or based on specific criteria. Includes pattern analysis and similarity scoring to identify market trends 
- `opportunity_insights` — Generate detailed insights and analytics from opportunity data including pipeline health, performance metrics, industry trends, and strategic recommendations.
- `get_opportunity_details` — Get detailed information about a Salesforce opportunity including all available fields (both standard and custom), related records, and metadata
- `search_opportunities` — Search for Salesforce opportunities by name, account, and stage. Returns matching opportunities ordered by close date. Results include both standard and custom 
- `search_fields`
- `execute_soql` — 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 
- `describe_object` — Get an object's full metadata, including every standard and custom field when includeFields is true. Returns the complete schema — exhaustive but unranked, and 
- `create_record` — Create a new record in Salesforce. Supports both standard and custom fields in the data object.
- `update_record` — Update an existing record in Salesforce. Supports updating both standard and custom fields.
- `delete_record` — Delete a record from Salesforce
- `get_user_info` — Get information about the current user
- `download_file` — Download a file from Salesforce. Accepts a ContentVersionId (068...) or ContentDocumentId (069...). Saves to a sandboxed workspace directory (default: ~/.local/
- `list_objects` — List all available Salesforce objects, including both standard and custom objects

## Install

**Verdict: install** — No blocking findings and no open coverage gaps — safe to install as configured.
**Config** (claude-code):
```json
"{\n  \"mcpServers\": {\n    \"salesforce-cloud\": {\n      \"command\": \"npx\",\n      \"args\": [\n        \"-y\",\n        \"@aaronsb/salesforce-cloud-mcp\"\n      ],\n      \"env\": {\n        \"SF_CLIENT_ID\": \"<YOUR_SF_CLIENT_ID>\",\n        \"SF_CLIENT_SECRET\": \"<YOUR_SF_CLIENT_SECRET>\",\n        \"SF_PASSWORD\": \"<YOUR_SF_PASSWORD>\"\n      }\n    }\n  }\n}"
```
**Credentials it will ask for** (names only — Forge never holds a value):
- `SF_CLIENT_ID` — Sf Client ID (required)
- `SF_CLIENT_SECRET` — Sf Client Secret (required)
- `SF_PASSWORD` — Sf Password (optional)
Placeholders only. Forge never holds, brokers, or transmits a credential value — replace each <YOUR_NAME> in your own config file. Do not send a value back to Forge; no Forge endpoint accepts one.
- This entry needs 3 credentials (2 required). The generated config carries placeholders, so it will fail in the editor rather than at runtime if they are left unset.

## Blast radius

Critical blast radius — deletes data; holds an oauth grant.
- Floor 60, ceiling 60 (tier: critical)
- This is impact, not likelihood. A high radius is not a defect: a filesystem server is supposed to write files. It is never part of the trust score.

## Machine-readable views of this entry

- Signed JSON: https://forgeregistry.com/api/v1/packages/%40aaronsb%2Fsalesforce-cloud-mcp
- Install plan: https://forgeregistry.com/api/v1/packages/%40aaronsb%2Fsalesforce-cloud-mcp/install-plan
- Alternatives: https://forgeregistry.com/api/v1/alternatives/%40aaronsb%2Fsalesforce-cloud-mcp
- HTML page: https://forgeregistry.com/registry/%40aaronsb%2Fsalesforce-cloud-mcp
- MCP: POST https://forgeregistry.com/api/mcp → `forge_get_package` / `forge_install_plan`

## About this document

Generated by Forge (https://forgeregistry.com) — a compact rendering of the same record served, signed, at the JSON URL above. Trust and scan facts are the registry's own measurements; anything Forge did not measure is named as unmeasured rather than omitted.
