# Salesforce MCP connector

Salesforce brings 154 AI tools to Elaichi, covering accounts, contacts, leads and opportunities. Connect the org once, then Claude, ChatGPT, Cursor or any MCP client works inside the profile and sharing rules each person already has.

Source: https://elaichi.ai/connectors/salesforce/

## Facts

| | |
| --- | --- |
| Application | Salesforce |
| Category | CRM |
| AI tools | 154 |
| Authentication | Connects over OAuth |
| Needs your own OAuth app | No |
| MCP endpoint | https://api.elaichi.ai/mcp |
| Works with | Claude, ChatGPT, Cursor, any MCP client, and the Elaichi Agent |
| Tools advertised by name | No. 154 tools is past the 30-tool threshold, so clients use `search_tools` and `execute_tool` |

## What you can ask once Salesforce is connected

- Which accounts have no contact activity this quarter?
- Create a contact on the Northwind Traders account.
- List opportunities closing this month by owner.

## Connect Salesforce in Elaichi

This happens once for the organization, before any client is involved.

1. Open Connections, choose Add connection, and pick Salesforce.
2. Optionally set Share with, then press Connect.
3. Approve it in Salesforce. Salesforce's own window opens. Whoever approves it decides what this connection can reach.

Credentials are vaulted and nobody, including the AI, reads them back. The connection becomes a toolbox immediately, so you can curate which Salesforce tools are exposed, rename them, or freeze arguments before anyone points a client at it.

## Connect Salesforce to Claude

Endpoint: https://api.elaichi.ai/mcp

1. Open Customize, then Connectors.
2. Press Add.
3. Name it, paste the MCP server URL, then Continue.
4. Sign in and approve.

On Team and Enterprise, an Owner adds it once. Everyone else turns it on for themselves.

## Connect Salesforce to ChatGPT

Endpoint: https://api.elaichi.ai/mcp

1. Open Plugins, then press the + button.
2. Name it and paste the endpoint into Server URL.
3. Leave Authentication on OAuth, then tick the risk acknowledgement.
4. Press Create, then sign in and approve.

Works on the web today. The plugin directory lives at chatgpt.com/plugins.

## Connect Salesforce to Cursor

Endpoint: https://api.elaichi.ai/mcp

1. Open `~/.cursor/mcp.json`.
2. Add the endpoint under `mcpServers`.
3. Reload Cursor, then sign in and approve.

Set up per machine, so repeat it on each computer you work from.

## Connect Salesforce to any MCP client

Endpoint: https://api.elaichi.ai/mcp

1. Add the endpoint as a remote MCP server.
2. Sign in and approve.

The Elaichi Agent already has these tools, with nothing to set up.

## What the consent screen decides

Only Read is granted by default, which is not enough to call a Salesforce tool. Over MCP there is no trusted place to confirm a write in the moment, so the consent screen is the standing approval rather than a formality. Grant Read and Run tools. Think hard before granting Delete, which reaches into connected apps and cannot be undone.

## What teams do with Salesforce through Elaichi

### Ask pipeline questions inside your own visibility

Sales. The profiles and sharing rules you spent years tuning still apply under every question. Two reps asking the same thing get different answers, correctly.

### Pull a report without building one

Sales Ops. The awkward one-off questions that never justified their own report. Ask, get the answer, move on.

### Turn a conversation into follow-ups

Sales. Tasks, contacts and meetings written back after a call, so the CRM reflects the week without anyone doing data entry on a Friday.

### Give Support case context, not the pipeline

Support. Cases and contacts, and no opportunities. Support sees the customer and their history, and the pipeline stays where it belongs.

### Make merges a deliberate decision

Sales Ops. Merging two accounts cannot be stepped back the way a wrong field value can, and bulk deletion does not ask twice. Both belong to the team that owns the data, or to nobody.

### Keep org configuration off limits

Administrators. Salesforce admin controls reach how the org works, not just what is in it. Keep them with the people who administer it and away from everyone else.

## Frequently asked questions

### How do I connect Salesforce to Claude?

Two steps. In Elaichi, add Salesforce and sign in, choosing production or sandbox on Salesforce's own login screen. Then in Claude open Customize, then Connectors, press Add, and paste https://api.elaichi.ai/mcp as the MCP server URL. There is no connected app to create and no client secret to store.

### Does Salesforce work with ChatGPT and Cursor as well as Claude?

Yes. The same endpoint, https://api.elaichi.ai/mcp, reaches Salesforce from Claude, ChatGPT, Cursor, any other MCP client, and the Elaichi Agent. Connect the org once in Elaichi and every client reaches it, each person signed in as themselves.

### What can an AI agent actually do with my Salesforce data?

Read and update Salesforce accounts, contacts, leads, opportunities and cases, log tasks, events and emails against a record, run reports on the pipeline, and merge duplicates. The everyday version is asking it to catch a record up after a call, or to tell you what changed on an account this week.

### Does an AI agent bypass our Salesforce sharing rules?

No. Every call runs as the person who signed in, so their profile, permission sets and sharing rules decide what comes back, exactly as if they had opened Salesforce themselves. Two colleagues asking the same question get different answers, because they have different access. Elaichi can narrow that further, never widen it.

### Can I keep an agent away from our Salesforce setup and configuration?

Yes. The Salesforce org configuration tools, the ones covering custom fields, profiles and page layouts, can be blocked for everyone except your admins. A blocked tool is never advertised to the AI client, so it cannot be invoked by a prompt, however it is worded.

### Why does my AI client stop showing the Salesforce tool names?

Past 30 tools most clients switch to a search-and-run pair instead of listing each one, and Salesforce alone brings 154. Nothing is lost, but the client now finds tools by searching, and that search matches words rather than meaning. Short, concrete asks like "update opportunity" or "list open cases" work; a long sentence about your goal does not.

### Who can see which Salesforce records an agent touched?

Every Salesforce call lands in Elaichi's append-only audit log: who asked, which tool ran, and the id of the record it touched. Admins can read it, and it can be streamed to your own logging destination. It survives the connection being removed, which is what makes it useful during a review.

## All 154 Salesforce tools

Every tool below is callable through https://api.elaichi.ai/mcp once Salesforce is connected, subject to the toolbox it is in and the restrictions on the caller.

- **List all Salesforce accounts** (List). List Salesforce accounts by executing a SOQL query that selects standard account fields. Returns: attributes, Id, Name, accountid.
- **Get single Salesforce account by ID** (Get). Get a single Salesforce account by id. Returns: attributes, Id, Name, accountid. Required: id.
- **Update a Salesforce account by ID** (Update). Update a Salesforce Account by id. Field values in the request body replace existing values on the record. Returns an empty 204 response on success. Required: id.
- **Delete a Salesforce account by ID** (Delete). Delete a Salesforce account by id. Returns an empty 204 response on success. Required: id.
- **Create a Salesforce account** (Create). Create a new Salesforce Account record by supplying field values in the request body. Returns: id, success, errors.
- **Salesforce accounts describe** (Describe). Get complete metadata for the Account sObject in Salesforce, including fields, child relationships, and URLs. Returns: name, label, keyPrefix, labelPlural, custom, createable, updateable, deletable, queryable, searchable, mergeable, layoutable, activateable, compactLayoutable, customSetting, deepCloneable, deprecatedAndHidden, feedEnabled, hasSubtypes, isSubtype, mruEnabled, replicateable,…
- **Salesforce accounts merge** (Merge). Merge duplicate Salesforce account records via the SOAP API merge() call by sending a raw XML envelope. Returns: soapenv:Envelope. Required: body.
- **Salesforce accounts batch delete** (Delete). Delete multiple Salesforce account records in a single request via the sObject Collections resource. Returns an empty 204 response on success. Required: ids.
- **List all Salesforce contacts** (List). List Salesforce contacts by executing a SOQL query that selects all standard Contact fields, with optional custom fields and WHERE clause filtering. Returns: attributes, Id, Name. Optional: where, include_custom_fields.
- **Get single Salesforce contact by ID** (Get). Get a single Salesforce contact by id. Returns the contact record including Id, Name, and attributes (type, url). Required: id.
- **Create a Salesforce contact** (Create). Create a new Contact record in Salesforce by providing field name-value pairs in the request body. Returns: id, success, errors. Available Contact fields depend on your Salesforce org's Contact object configuration.
- **Update a Salesforce contact by ID** (Update). Update a Salesforce Contact by id. Field values in the request body replace existing values on the record. Returns an empty 204 response on success. Required: id.
- **Delete a Salesforce contact by ID** (Delete). Delete a Salesforce Contact by id. Returns an empty 204 response on success. Required: id.
- **Salesforce contacts describe** (Describe). Describe the Contact sObject in Salesforce to retrieve complete field-level metadata, child relationships, and URLs. Returns: name, label, type, length, byteLength, nillable, custom, soapType, createable, updateable, filterable, sortable, groupable, aggregatable, unique, calculated, autoNumber, defaultValue, defaultValueFormula, digits, precision, scale, referenceTo, relationshipName,…
- **Salesforce contacts merge** (Merge). Merge up to two duplicate Contact records into a master record in Salesforce via the SOAP API. The master record retains its identity and optionally absorbs updated field values. Returns: soapenv:Envelope. Required: master_record_id, record_to_merge_ids.
- **List all Salesforce voice calls** (List). List VoiceCall records in Salesforce using a SOQL query. Returns each record with attributes (type, url), Id, CreatedDate, LastModifiedDate, SystemModstamp, and all standard VoiceCall fields. The query parameter q defaults to SELECT FIELDS(STANDARD) FROM VoiceCall.
- **Get single Salesforce voice call by ID** (Get). Get a single VoiceCall record in Salesforce by id. Returns: attributes, Id, CreatedDate, LastModifiedDate, SystemModstamp. Required: id.
- **Create a Salesforce voice call** (Create). Create a new VoiceCall record in Salesforce with field values in the request body. Returns: id, success, errors.
- **Update a Salesforce voice call by ID** (Update). Update a Salesforce VoiceCall record by id. Field values provided in the request body replace the existing values in the record. Returns an empty 204 response on success. Required: id.
- **Delete a Salesforce voice call by ID** (Delete). Delete a Salesforce VoiceCall record by id. Returns an empty 204 response on success. Required: id.
- **List all Salesforce tasks** (List). List Salesforce tasks via a SOQL query selecting all standard Task fields and Who.Type. Returns: attributes, Id, Subject, Status, Priority, ActivityDate, OwnerId, WhoId, WhatId, Who, Description, IsClosed, CompletedDateTime, TaskSubtype, CreatedDate, LastModifiedDate and the standard recurrence fields. Optional: where clause to filter results.
- **Get single Salesforce task by ID** (Get). Get a single Salesforce Task record by id. Returns standard Task fields including Id, Subject, Status, Priority, ActivityDate, Description, OwnerId, WhoId, WhatId, IsClosed, CompletedDateTime and TaskSubtype, plus the Who.Type polymorphic field. Required: id.
- **Create a Salesforce task** (Create). Create a new Task record in Salesforce by providing field values in the request body. Use WhoId to relate the task to a Contact or Lead and WhatId to relate it to any other object such as an Account or Opportunity. Returns: id, success, errors. Custom fields ending in __c must be declared in this tool's schema to be transmitted.
- **Update a Salesforce task by ID** (Update). Update a Salesforce Task record by id. Field values in the request body replace existing values on the record; omitted fields are left unchanged. Required: id. Returns an empty 204 response on success.
- **Delete a Salesforce task by ID** (Delete). Delete a Salesforce Task record by id. Returns an empty 204 response on success. Required: id.
- **List all Salesforce email messages** (List). List Salesforce EmailMessage records via a SOQL query selecting FIELDS(STANDARD). Returns each record with its attributes (including type and url) and Id, along with all standard EmailMessage fields. Optionally supply a SOQL WHERE clause fragment to filter results.
- **Get single Salesforce email message by ID** (Get). Get a single Salesforce EmailMessage record by id. Returns the record with its attributes (including type and url) and Id, along with all standard EmailMessage fields. Required: id.
- **Create a Salesforce email message** (Create). Create a new EmailMessage record in Salesforce by supplying field name-value pairs in the request body. Returns: id, success, errors. The request body accepts any createable field on the EmailMessage sObject; use the sObject Describe resource to discover available fields.
- **Update a Salesforce email message by ID** (Update). Update a Salesforce EmailMessage record by id. Field values provided in the request body replace existing values. Returns an empty 204 response on success. Required: id.
- **Delete a Salesforce email message by ID** (Delete). Delete a Salesforce EmailMessage record by id. Returns an empty 204 response on success. Required: id.
- **List all Salesforce events** (List). List Salesforce events via a SOQL query selecting all standard Event fields and Who.Type. Returns: attributes, Id, Who. Optional: where clause to filter results.
- **Get single Salesforce event by ID** (Get). Get a single Salesforce Event record by id. Returns standard Event fields including Id, Subject, StartDateTime, EndDateTime, Location, WhoId, and the Who.Type polymorphic field. Required: id.
- **Create a Salesforce event** (Create). Create a new Event record in Salesforce by providing field values in the request body. Returns: attributes, Id, Who.
- **Update a Salesforce event by ID** (Update). Update a Salesforce Event record by id. Field values in the request body replace existing values on the record. Required: id. Returns an empty 204 response on success.
- **Delete a Salesforce event by ID** (Delete). Delete a Salesforce Event record by id. Returns an empty 204 response on success. Required: id.
- **List all Salesforce leads** (List). List Salesforce leads by executing a SOQL query against the Lead object. Returns each record with attributes (type, url), Id, and Name. Optional: where for filtering and include_custom_fields for custom field selection.
- **Get single Salesforce lead by ID** (Get). Get a single Salesforce Lead by id. Returns the lead record with attributes (type, url), Id, and Name. Required: id.
- **Create a Salesforce lead** (Create). Create a new Salesforce Lead record from field values in the request body. Returns: id, success, errors.
- **Update a Salesforce lead by ID** (Update). Update a Salesforce Lead record by id. Field values in the request body replace existing values on the record. Returns an empty 204 response on success. Required: id.
- **Delete a Salesforce lead by ID** (Delete). Delete a Salesforce Lead by id. Returns an empty 204 response on success. Required: id.
- **Salesforce leads describe** (Describe). Describe the Salesforce Lead object's field-level metadata. Returns an array of field descriptors including name, label, type, nillable, createable, updateable, custom, picklistValues, referenceTo, and relationshipName for each field.
- **List all Salesforce notes** (List). List Salesforce Notes via a SOQL query selecting standard fields and the parent object's type. Returns: attributes, Id, Title, Body, OwnerId, ParentId, IsPrivate, CreatedDate, LastModifiedDate, Parent.Type for each note record. Optional where parameter accepts a SOQL WHERE clause fragment to filter results.
- **Get single Salesforce note by ID** (Get). Get a single Salesforce Note by id. Returns: attributes, Id, Title, Body, OwnerId, ParentId, IsPrivate, CreatedDate, LastModifiedDate, Parent.Type. Required: id.
- **Create a Salesforce note** (Create). Create a new Note record in Salesforce by supplying field values in the request body. Returns: id, success, errors. Required: ParentId, Body.
- **Update a Salesforce note by ID** (Update). Update a Salesforce Note record by id. Field values provided in the request body replace existing values on the Note sObject. Returns an empty 204 response on success. Required: id.
- **Delete a Salesforce note by ID** (Delete). Delete a Salesforce Note record by id. Returns an empty 204 response on success. Required: id.
- **List all Salesforce opportunities** (List). List Salesforce Opportunities via a SOQL query that selects standard fields. Returns: attributes, Id, Name. Use the where parameter to filter results and include_custom_fields to add custom fields to the query.
- **Get single Salesforce opportunity by ID** (Get). Get a single Salesforce Opportunity by id. Returns: attributes, Id, Name. Required: id.
- **Create a Salesforce opportunity** (Create). Create a new Salesforce Opportunity with field values in the request body. Returns: id, success, errors.
- **Update a Salesforce opportunity by ID** (Update). Update a Salesforce Opportunity by id with field values in the request body. Field values in the request body replace existing values. Returns an empty 204 response on success. Required: id.
- **Delete a Salesforce opportunity by ID** (Delete). Delete a Salesforce Opportunity by id. Returns an empty 204 response on success. Required: id.
- **Salesforce opportunities describe** (Describe). Describe the Salesforce Opportunity sObject metadata at all levels. Returns: fields, urls, childRelationships.
- **List all Salesforce opportunity stages** (List). List Salesforce opportunity stages by executing a SOQL query against the OpportunityStage object. Returns: attributes, Id, MasterLabel, ApiName, DefaultProbability, ForecastCategoryName, IsActive, IsClosed, IsWon, SortOrder, Description. Optional: where (SOQL WHERE clause fragment, without the WHERE keyword).
- **Get single Salesforce opportunity stage by ID** (Get). Get a single Salesforce OpportunityStage record by id. Returns the stage record including its attributes, Id, and Name. Required: id.
- **Create a Salesforce opportunity stage** (Create). Create a new OpportunityStage record in Salesforce by supplying field name/value pairs in the request body. Returns: attributes, Id, MasterLabel, ApiName, DefaultProbability, ForecastCategoryName, IsActive, IsClosed, IsWon, SortOrder, Description, Name.
- **Update a Salesforce opportunity stage by ID** (Update). Update a Salesforce OpportunityStage record by id. Field values in the request body replace existing values on the record. Returns an empty 204 response on success. Required: id.
- **Delete a Salesforce opportunity stage by ID** (Delete). Delete a Salesforce OpportunityStage record by id. Returns an empty 204 response on success. Required: id.
- **List all Salesforce users** (List). List Salesforce users by executing a SOQL query that selects all standard User fields. Returns each user record with Id, Name, and attributes metadata. An optional where clause appends a SOQL WHERE filter to the query.
- **Get single Salesforce user by ID** (Get). Get a single Salesforce user by record id. Returns the full user record including Id, Name, and attributes metadata. Required: id.
- **Create a Salesforce user** (Create). Create a new Salesforce user by supplying field values in the request body. Returns the created user record including Id, Name, and attributes metadata.
- **Update a Salesforce user by ID** (Update). Update a Salesforce User record by id. Field values in the request body replace existing values on the record; only fields included in the body are modified. Returns an empty 204 response on success. Required: id.
- **Delete a Salesforce user by ID** (Delete). Delete a Salesforce User record by id. Returns an empty 204 response on success. Required: id.
- **List all Salesforce profiles** (List). List Salesforce Profile records by executing a SOQL query that selects all standard fields. Returns each Profile record including attributes, Id, and Name. The optional where parameter accepts a SOQL WHERE clause fragment to filter results.
- **Get single Salesforce profile by ID** (Get). Get a single Salesforce Profile record by id. Returns the Profile record including attributes, Id, and Name. Required: id.
- **Create a Salesforce profile** (Create). Create a new Profile record in Salesforce by posting field values in the request body. Returns: id, success, errors. The request body must contain the required fields for the Profile object as defined in your Salesforce org.
- **Update a Salesforce profile by ID** (Update). Update a Salesforce Profile record by id. Field values in the request body replace existing values on the record. Returns an empty 204 response on success. Required: id.
- **Delete a Salesforce profile by ID** (Delete). Delete a Salesforce Profile record by id. Returns an empty 204 response on success. Required: id.
- **List all Salesforce custom fields** (List). List Salesforce custom fields for a specified object type using a Tooling API SOQL query. Returns: attributes, Id, DeveloperName, TableEnumOrId, Description, InlineHelpText, NamespacePrefix, CreatedDate, LastModifiedDate. Required: object_type.
- **Get single Salesforce custom field by ID** (Get). Get a single Salesforce custom field by id from the Tooling API. Returns: attributes, Id, DeveloperName, TableEnumOrId, Description, InlineHelpText, NamespacePrefix, CreatedDate, LastModifiedDate. Required: id.
- **Create a Salesforce custom field** (Create). Create a new custom field on any standard or custom Salesforce object. FullName format is ObjectName.FieldName__c (e.g. Account.Priority__c). Metadata must include type (Text, Number, Picklist, Checkbox, Lookup, Currency, Date, DateTime, Email, Phone, Url, TextArea, LongTextArea, etc.) and label. Type-specific config varies: Text needs length, Number needs precision/scale, Picklist needs valueSet.
- **Update a Salesforce custom field by ID** (Update). Update a Salesforce CustomField record via the Tooling API. Field values in the request body replace existing values on the record. Returns an empty 204 response on success. Required: id.
- **Salesforce custom fields describe** (Describe). Describe the Salesforce CustomField Tooling API object, completely describing its metadata at all levels including field definitions, URLs, and child relationships. Returns: name, fields, childRelationships, urls.
- **Salesforce custom fields filter by developer name** (Action). Filter Salesforce custom fields by object type and developer name using a Tooling API SOQL query. Returns matching CustomField records including Id, DeveloperName, TableEnumOrId, Description, InlineHelpText, NamespacePrefix, CreatedDate, LastModifiedDate, and Metadata. Required: object_type, developer_name.
- **Delete a Salesforce custom field by ID** (Delete). Delete a Salesforce custom field by id via the Tooling API. Returns an empty 204 response on success. Required: id.
- **List all Salesforce visualforce pages** (List). List Salesforce Visualforce pages (ApexPage) via a SOQL query against the Tooling API. Returns: attributes, Id, Name, NamespacePrefix, ApiVersion, MasterLabel, CreatedDate, LastModifiedDate. Provide an optional where clause to filter results.
- **Get single Salesforce visualforce page by ID** (Get). Get a single Salesforce Visualforce page (ApexPage) by id from the Tooling API. Returns: attributes, Id, Name, NamespacePrefix, ApiVersion, MasterLabel, CreatedDate, LastModifiedDate. Required: id.
- **Create a Salesforce visualforce page** (Create). Create a new Salesforce Visualforce page (ApexPage) in the Tooling API. Returns: id, success, errors. Required: Name, MasterLabel, ApiVersion.
- **Update a Salesforce visualforce page by ID** (Update). Update an existing Salesforce Visualforce page (ApexPage) by id in the Tooling API. Returns an empty 204 response on success. Required: id.
- **Delete a Salesforce visualforce page by ID** (Delete). Delete a Salesforce Visualforce page (ApexPage) by id from the Tooling API. Returns an empty 204 response on success. Required: id.
- **Salesforce visualforce pages describe** (Describe). Describe the ApexPage (Visualforce pages) sObject in Salesforce via the Tooling API, retrieving complete metadata at all levels for the object. Returns: name, label, labelPlural, keyPrefix, fields, urls, childRelationships, createable, updateable, deletable, queryable, searchable, retrieveable, custom, layoutable.
- **List all Salesforce permission sets** (List). List Salesforce permission sets by executing a SOQL query that selects all standard fields from the PermissionSet object. Returns each record's attributes (type, url), Id, and Name. Supply a where clause to filter results.
- **Get single Salesforce permission set by ID** (Get). Get a single Salesforce permission set by id. Returns the permission set record including attributes (type, url), Id, and Name. Required: id.
- **Create a Salesforce field permission** (Create). Create a Salesforce FieldPermissions record by posting field values. Returns: id, success, errors. Required: ParentId, SobjectType, Field.
- **List all Salesforce field permissions** (List). List Salesforce FieldPermissions records via a SOQL query selecting all standard fields. Returns: attributes, Id, ParentId, SobjectType, Field, PermissionsEdit, PermissionsRead, CreatedById, CreatedDate, LastModifiedById, LastModifiedDate, SystemModstamp.
- **Get single Salesforce field permission by ID** (Get). Get a single Salesforce FieldPermissions record by id. Returns the field-level security record including its Id, SobjectType, Field, PermissionsRead, PermissionsEdit, and ParentId. Required: id.
- **List all Salesforce contact listview results** (List). Execute the SOQL query for a Salesforce Contact list view and return the resulting records. Returns: attributes, Id, Name. Required: list_view_id.
- **List all Salesforce contact listviews** (List). List the Contact list views available to the current Salesforce user. Returns: id, label, developerName, describeUrl, resultsUrl, soqlCompatible, url for each list view. Pass a returned id as list_view_id to contact-listview-results to execute the list view and fetch its records.
- **Get single Salesforce contact listview by ID** (Get). Get a single Salesforce Contact list view by id. Returns: id, label, developerName, describeUrl, resultsUrl, soqlCompatible, url. Required: id.
- **List all Salesforce login history** (List). List Salesforce login history records via SOQL, ordered by LoginTime descending. Returns standard LoginHistory fields including LoginTime, UserId, Application, and SourceIp. Supports optional where and limit_query for filtering and limiting results.
- **List all Salesforce organization** (List). List Salesforce organizations by executing a predefined SOQL query (SELECT FIELDS(STANDARD) FROM Organization) that returns all standard fields for each org record. Returns: attributes, Id.
- **Get single Salesforce organization by ID** (Get). Get a single Salesforce organization record by id, returning all standard fields for the Organization sObject. Returns: attributes, Id. Required: id.
- **List all Salesforce user licenses** (List). List Salesforce user licenses by executing a SOQL query that selects all standard fields from the UserLicense object. Returns: attributes, Id.
- **Get single Salesforce user license by ID** (Get). Get a single Salesforce user license by id using a SOQL query filtered by Id. Returns: attributes, Id. Required: id.
- **List all Salesforce case statuses** (List). List Salesforce CaseStatus records via a SOQL query selecting all standard fields. Returns: attributes, Id, CreatedDate, LastModifiedDate.
- **Get single Salesforce case status by ID** (Get). Get a single Salesforce CaseStatus record by id. Returns: attributes, Id, CreatedDate, LastModifiedDate. Required: id.
- **Create a Salesforce case status** (Create). Create a new CaseStatus record in Salesforce by supplying field name/value pairs in the request body. Returns: id, success, errors. The response is returned with HTTP 201 on success.
- **Update a Salesforce case status by ID** (Update). Update a Salesforce CaseStatus record by id with new field values provided in the request body. Field values in the body replace existing values on the record. Returns an empty 204 response on success. Required: id.
- **Delete a Salesforce case status by ID** (Delete). Delete a Salesforce CaseStatus record by id. Returns an empty 204 response on success. Required: id.
- **List all Salesforce cases** (List). List Salesforce cases by executing a SOQL query that selects all standard Case fields via FIELDS(STANDARD). Returns: attributes, Id. The response also includes every standard Case field returned by the query; the exact field set depends on the org's Case object schema.
- **Get single Salesforce case by ID** (Get). Get a single Salesforce Case record by id. Returns the full Case record including Id, CaseNumber, Subject, Status, Origin, Priority, IsClosed, CreatedDate, and all other field values along with the record attributes. Required: id.
- **Create a Salesforce case** (Create). Create a new Salesforce Case record by supplying field values in the request body. Returns: id, success, errors. The body accepts any standard or custom Case field (Subject, Origin, Status, Priority, Description, AccountId, ContactId, OwnerId, and others); required fields depend on your org's validation rules and page layout configuration.
- **Update a Salesforce case by ID** (Update). Update a Salesforce Case record by id, replacing existing field values with those provided in the request body. Returns an empty 204 response on success. Required: id.
- **Delete a Salesforce case by ID** (Delete). Delete a Salesforce Case record by id. Returns an empty 204 response on success. Required: id.
- **List all Salesforce case comments** (List). List Salesforce case comments by executing a SOQL query with FIELDS(STANDARD) on the CaseComment object. Returns: attributes, Id, CommentBody, IsPublished, ParentId, CreatedById, CreatedDate, LastModifiedById, LastModifiedDate, SystemModstamp, IsDeleted. Supports an optional where clause to filter results.
- **Get single Salesforce case comment by ID** (Get). Get a single Salesforce CaseComment record by id. Returns the case comment record including its Id, CommentBody, IsPublished, ParentId, and attributes (type, url). Required: id.
- **Create a Salesforce case comment** (Create). Create a new CaseComment in Salesforce by providing field values in the request body. Returns: id, success, errors. Required: CommentBody, ParentId.
- **Update a Salesforce case comment by ID** (Update). Update a Salesforce case comment by id. Field values provided in the request body replace existing values on the record. Returns an empty 204 response on success. Required: id.
- **Delete a Salesforce case comment by ID** (Delete). Delete a Salesforce case comment by id. Returns an empty 204 response on success. Required: id.
- **List all Salesforce query** (List). Execute a SOQL query in Salesforce to retrieve matching records. Returns: attributes, Id, Name. Required: q.
- **List all Salesforce search** (List). Search Salesforce records using a SOSL query string. Returns matching records with attributes (type, url), Id, Name, and any additional fields specified in the SOSL RETURNING clause. Required: q. The search string must be URL-encoded.
- **List all Salesforce objects** (List). List all Salesforce objects available in the org, including both standard and custom objects, using the Describe Global resource. Returns: sobjects (array of object metadata entries), encoding, maxBatchSize.
- **Create a Salesforce composite** (Create). Execute a series of Salesforce REST API requests in a single POST call, using the output of one subrequest as input to a subsequent one. Returns a compositeResponse array where each item includes referenceId, httpStatusCode, and body of the corresponding subrequest. The entire series counts as a single call toward API limits.
- **List all Salesforce me** (List). Get the authenticated Salesforce user's identity information via the Identity URL resolved from the OAuth token. Returns: user_id, organization_id, username, email, first_name, last_name, display_name, photos, rest_url.
- **List all Salesforce case attachments** (List). List Salesforce case attachments by querying ContentDocumentLink records linked to a specific case. Returns: attributes, Id, ContentDocumentId, LinkedEntityId. Required: case_id.
- **Get single Salesforce case attachment by ID** (Get). Get a single Salesforce case attachment (the latest ContentVersion) by ContentDocumentId. Returns: attributes, Id, ContentDocumentId, IsLatest. Required: id.
- **Salesforce case attachments download** (Download). Download a Salesforce case attachment file from the specified path. Returns the raw file content as binary data (content-type-specific, not enumerable as JSON fields). Required: path, base.
- **List all Salesforce account describe** (List). Describe the Account sObject in Salesforce to retrieve complete field-level metadata. Returns an array of field descriptors including name, label, type, length, nillable, createable, updateable, picklistValues, and referenceTo.
- **List all Salesforce contact describe** (List). Describe the Contact sObject's field metadata in Salesforce. Returns an array of field descriptors including each field's name, label, type, nillable, createable, updateable, picklistValues, relationshipName, and urls. The response is extracted from the `fields` property of the sObject Describe result.
- **List all Salesforce opportunity describe** (List). Describe the Opportunity sObject in Salesforce to retrieve complete field-level metadata. Returns the fields array where each field descriptor includes name, type, and label along with additional field properties.
- **List all Salesforce lead describe** (List). Describe the Lead sObject in Salesforce, returning comprehensive field metadata for every field on the object. Returns: name, label, type, length, byteLength, digits, precision, scale, nillable, custom, updateable, createable, filterable, sortable, groupable, nameField, autoNumber, calculated, unique, idLookup, externalId, defaultedOnCreate, defaultValue, soapType, inlineHelpText,…
- **List all Salesforce case describe** (List). Describe the Salesforce Case object to retrieve its complete field-level metadata. Returns the fields array, where each field includes name, label, type, length, nillable, createable, and updateable.
- **List all Salesforce case feed** (List). List Salesforce CaseFeed records (case feed items) using a SOQL query that selects all standard fields via FIELDS(STANDARD). Returns: attributes, Id. Provide an optional where clause to filter results.
- **Salesforce attachments download** (Download). Download the binary Body field of a specific Salesforce Attachment record by id. Returns the raw binary file content of the attachment, not a JSON or XML payload. Required: id.
- **List all Salesforce package license** (List). List Salesforce package licenses by querying the PackageLicense object for all standard fields. Returns each record's Id and attributes including the object type and REST URL.
- **Get single Salesforce package license by ID** (Get). Get a single Salesforce package license by its Id. Returns the record's Id and attributes including the object type and REST URL. Required: id.
- **List all Salesforce user package license** (List). List Salesforce user package licenses by executing a SOQL query that returns all standard fields from the userPackageLicense object. Returns: attributes, Id, UserId, PackageLicenseId, CreatedDate, CreatedById, LastModifiedDate, LastModifiedById, SystemModstamp. Results are limited to records visible to the executing user.
- **Get single Salesforce user package license by ID** (Get). Get a single Salesforce user package license by id, executing a SOQL query that returns all standard fields filtered by the record Id. Returns: attributes, Id, UserId, PackageLicenseId, CreatedDate, CreatedById, LastModifiedDate, LastModifiedById, SystemModstamp. Required: id.
- **List all Salesforce namespace registry** (List). List Salesforce NamespaceRegistry sObject metadata via the Describe Global resource. Returns each sObject descriptor with name, label, keyPrefix, custom, createable, updateable, and urls. The response is extracted from the sobjects array.
- **List all Salesforce meta data package** (List). List Salesforce MetadataPackage records via the Tooling API SOQL query endpoint. Returns: attributes, Id, Name, NamespacePrefix.
- **Get single Salesforce content version by ID** (Get). Download the binary file content (VersionData blob) of a specific ContentVersion record in Salesforce. Returns the file content as binary data. Required: id.
- **List all Salesforce permission set assignments** (List). List Salesforce permission set assignments by executing a SOQL query against the PermissionSetAssignment object. Returns records including Id, AssigneeId, PermissionSetId, PermissionSetGroupId, CreatedDate, CreatedById, SystemModstamp, and attributes. An optional where clause filters results.
- **Get single Salesforce permission set assignment by ID** (Get). Get a single Salesforce permission set assignment by id. Returns: attributes, Id, AssigneeId, PermissionSetId, PermissionSetGroupId, CreatedDate, CreatedById, SystemModstamp. Required: id.
- **Create a Salesforce permission set assignment** (Create). Assign a Salesforce permission set to a user by creating a PermissionSetAssignment record via the sObject create endpoint. Returns: id, success, errors. Required: AssigneeId, PermissionSetId.
- **Delete a Salesforce permission set assignment by ID** (Delete). Delete a Salesforce permission set assignment by id. Returns an empty 204 response on success. Required: id.
- **List all Salesforce permission set licenses** (List). List Salesforce permission set licenses by executing a SOQL query that selects all standard fields from the PermissionSetLicense object. Returns: attributes, Id, Name, MasterLabel, DeveloperName, NamespacePrefix, Status, CreatedDate, LastModifiedDate, SystemModstamp. An optional where clause can be supplied to filter results.
- **Get single Salesforce permission set license by ID** (Get). Get a single Salesforce PermissionSetLicense record by id. Returns the record's attributes (including type and url) and Id. Required: id.
- **List all Salesforce permission set license assigns** (List). List Salesforce permission set license assignments via a SOQL query. Returns each record with attributes, Id, AssigneeId, PermissionSetLicenseId, CreatedDate, and LastModifiedDate. An optional SOQL WHERE clause can be supplied via the where parameter to filter results.
- **Get single Salesforce permission set license assign by ID** (Get). Get a single Salesforce permission set license assignment by id. Returns: attributes, Id, AssigneeId, PermissionSetLicenseId, CreatedDate, LastModifiedDate. Required: id.
- **Create a Salesforce permission set license assign** (Create). Create a new Salesforce permission set license assignment by providing field values in the request body. Returns: id, success, errors. Required: AssigneeId, PermissionSetLicenseId.
- **Delete a Salesforce permission set license assign by ID** (Delete). Delete a Salesforce permission set license assignment by id. Returns an empty 204 response on success. Required: id.
- **List all Salesforce active feature license metric** (List). List Salesforce ActiveFeatureLicenseMetric records by executing a SOQL query that selects all standard fields. Returns: attributes, Id, CreatedDate, LastModifiedDate. The SOQL query is preset and requires no caller-supplied parameters.
- **List all Salesforce limits** (List). List Salesforce org limits. Returns a map of limit names, each containing the maximum allocation (Max) and remaining allocation (Remaining) for that limit.
- **List all Salesforce custom objects** (List). List custom objects in Salesforce by querying the EntityDefinition table via the Tooling API SOQL endpoint. Returns: attributes, QualifiedApiName, Label, PluralLabel, IsQueryable, IsSearchable, IsCustomSetting, KeyPrefix. Required: q.
- **List all Salesforce describe** (List). Describe the field metadata for a Salesforce sObject by its object API name. Returns an array of field descriptors, each including its name and additional field-type-specific metadata attributes (such as type, label, nillable, length, picklist values, and access properties). Required: object_api_name.
- **Get single Salesforce object describe by ID** (Get). Get complete metadata for a Salesforce sObject by name, including field definitions, URL endpoints, and child relationships. Returns: fields, urls, childRelationships. Required: id.
- **Create a Salesforce record** (Create). Create a new Salesforce record for a specified sObject using field values in the request body. Returns: id, success, errors. Required: object_name. The body fields depend on the sObject type (e.g., Account, Contact).
- **Update a Salesforce record by ID** (Update). Update a Salesforce record by id for a specified sObject. Field values in the request body replace existing values. Returns an empty 204 response on success. Required: object_name, id. The body fields depend on the sObject type.
- **Delete a Salesforce record by ID** (Delete). Delete a Salesforce record by specifying the sObject type and record ID. Returns an empty 204 response on success. Required: object_name, id.
- **Get single Salesforce record by ID** (Get). Get a single Salesforce record by object name and record id. Returns the record's attributes (type and url), Id, and all field values defined for the specified sObject type. Required: object_name, id. The specific fields returned beyond Id and attributes depend on the object's schema in Salesforce.
- **List all Salesforce custom objects** (List). List Salesforce CustomObject records by executing a SOQL query via the Tooling API. Returns each record with attributes (type, url), Id, Name, and any additional fields selected in the query. Required: q.
- **Get single Salesforce custom object by ID** (Get). Get a single Salesforce CustomObject record by id via the Tooling API. Returns the full CustomObject metadata including attributes (type, url), Id, and Name. Required: id.
- **Create a Salesforce custom object** (Create). Create a new Salesforce CustomObject record via the Tooling API by providing field values in the request body. Returns: id, success, errors. Required: Name.
- **Update a Salesforce custom object by ID** (Update). Update a Salesforce custom object's metadata via the Tooling API by id. Field values in the request body replace existing values. Returns an empty 204 response on success. Required: id.
- **Delete a Salesforce custom object by ID** (Delete). Delete a Salesforce CustomObject metadata record by id via the Tooling API. Returns an empty 204 response on success. Required: id.
