Salesforce Connector
Manage leads, update opportunities, and automate CRM workflows with enterprise-grade Salesforce integration.Enterprise Setup
pip install mcp-salesforce
# Configure OAuth for security
mcp-salesforce --org https://yourorg.lightning.force.com
CRM Capabilities
- Lead Management: Capture and nurture prospects
- Opportunity Tracking: Monitor sales pipeline progress
- Account Management: Maintain customer relationships
- Workflow Automation: Streamline business processes
API Permissions
| Permission | Function |
|---|---|
| api | Core API access |
| chatter_api | Social collaboration |
| full | Complete org access |
| refresh_token | Maintain sessions |
Essential Actions
createLead: Generate new prospectsupdateOpportunity: Track deal progressscheduleTask: Manage follow-upsgenerateReport: Analytics and forecastingsyncContacts: Maintain data integrity
Enterprise Value
Enhances sales productivity, automates data entry, improves forecasting accuracy, and provides 360-degree customer insights for data-driven decision making and revenue growth.