MCP Server for Salesforce CRM - Leads, Contacts, Opportunities, Cases
npm install @plugix/mcp-salesforceMCP server for Salesforce CRM integration. Manage leads, contacts, opportunities, accounts, and cases through AI-powered workflows.
- get_leads - Query leads with filters (status, source, search)
- get_contacts - Query contacts with filters (account, search)
- get_opportunities - Query opportunities with filters (stage, amount, status)
- get_accounts - Query accounts with filters (type, industry, search)
- get_cases - Query support cases with filters (status, priority, account)
- create_lead - Create new leads (with confirmation)
- update_opportunity - Update opportunity details (with confirmation)
- search_records - Search across multiple Salesforce objects
``bash`
npm install @plugix/mcp-salesforce
Or clone and build locally:
`bash`
git clone https://github.com/plugix/ai-integration.git
cd ai-integration/mcp-servers/salesforce
npm install
npm run build
Create a .env file or set environment variables:
`envPlugix AI Platform (required)
API_URL=wss://api.plugix.ai
API_TOKEN=plx_live_your_token_here
$3
1. Username: Your Salesforce login email
2. Password: Your Salesforce password
3. Security Token:
- Go to Salesforce Setup > Personal Settings > Reset My Security Token
- The token will be emailed to you
- If your IP is whitelisted, the token may not be required
Usage
$3
bash
npm run dev
`$3
bash
npm run build
npm start
`$3
bash
API_TOKEN=plx_live_xxx \
SALESFORCE_USERNAME=user@example.com \
SALESFORCE_PASSWORD=password \
SALESFORCE_SECURITY_TOKEN=token \
npx @plugix/mcp-salesforce
`$3
bash
docker build -t mcp-salesforce .
docker run --env-file .env mcp-salesforce
`Tools Reference
$3
Query leads from Salesforce CRM.
Parameters:
| Name | Type | Description |
|------|------|-------------|
| status | string | Filter by lead status (e.g., Open, Contacted, Qualified) |
| source | string | Filter by lead source (e.g., Web, Phone, Partner) |
| search | string | Search in name, company, or email |
| limit | number | Max results (default: 20, max: 100) |
Example:
json
{
"name": "get_leads",
"arguments": {
"status": "Open - Not Contacted",
"limit": 10
}
}
`$3
Query contacts from Salesforce CRM.
Parameters:
| Name | Type | Description |
|------|------|-------------|
| account_id | string | Filter by Account ID |
| search | string | Search in name or email |
| limit | number | Max results (default: 20, max: 100) |
$3
Query sales opportunities.
Parameters:
| Name | Type | Description |
|------|------|-------------|
| account_id | string | Filter by Account ID |
| stage_name | string | Filter by stage (e.g., Prospecting, Closed Won) |
| is_closed | boolean | Filter by closed status |
| is_won | boolean | Filter by won status |
| min_amount | number | Minimum opportunity amount |
| max_amount | number | Maximum opportunity amount |
| limit | number | Max results (default: 20, max: 100) |
Example:
json
{
"name": "get_opportunities",
"arguments": {
"stage_name": "Negotiation",
"min_amount": 10000
}
}
`$3
Query accounts (companies/organizations).
Parameters:
| Name | Type | Description |
|------|------|-------------|
| type | string | Filter by account type (e.g., Customer, Partner) |
| industry | string | Filter by industry |
| search | string | Search in account name |
| limit | number | Max results (default: 20, max: 100) |
$3
Query support cases.
Parameters:
| Name | Type | Description |
|------|------|-------------|
| account_id | string | Filter by Account ID |
| contact_id | string | Filter by Contact ID |
| status | string | Filter by status (e.g., New, Working, Closed) |
| priority | string | Filter by priority (High, Medium, Low) |
| is_closed | boolean | Filter by closed status |
| limit | number | Max results (default: 20, max: 100) |
$3
Create a new lead. Requires confirmation.
Parameters:
| Name | Type | Required | Description |
|------|------|----------|-------------|
| last_name | string | Yes | Lead's last name |
| company | string | Yes | Company name |
| confirmed | boolean | Yes | Must be
to create |
| first_name | string | No | Lead's first name |
| email | string | No | Email address |
| phone | string | No | Phone number |
| title | string | No | Job title |
| status | string | No | Lead status (default: Open - Not Contacted) |
| lead_source | string | No | Lead source |
| industry | string | No | Industry |
| description | string | No | Additional notes |Example:
`json
{
"name": "create_lead",
"arguments": {
"first_name": "John",
"last_name": "Doe",
"company": "Acme Inc",
"email": "john@acme.com",
"lead_source": "Web",
"confirmed": true
}
}
`$3
Update an existing opportunity. Requires confirmation.
Parameters:
| Name | Type | Required | Description |
|------|------|----------|-------------|
| id | string | Yes | Salesforce Opportunity ID |
| confirmed | boolean | Yes | Must be
to update |
| name | string | No | Opportunity name |
| stage_name | string | No | Opportunity stage |
| amount | number | No | Deal amount |
| close_date | string | No | Expected close date (YYYY-MM-DD) |
| probability | number | No | Win probability (0-100) |
| next_step | string | No | Next action item |
| description | string | No | Additional notes |Example:
`json
{
"name": "update_opportunity",
"arguments": {
"id": "006XXXXXXXXXXXXXXX",
"stage_name": "Closed Won",
"amount": 50000,
"confirmed": true
}
}
`$3
Search across multiple Salesforce objects using SOSL.
Parameters:
| Name | Type | Required | Description |
|------|------|----------|-------------|
| query | string | Yes | Search term |
| objects | array | No | Objects to search (default: Lead, Contact, Account, Opportunity, Case) |
| limit | number | No | Max results per object (default: 20) |
Example:
json
{
"name": "search_records",
"arguments": {
"query": "Acme",
"objects": ["Account", "Contact", "Opportunity"]
}
}
`Security
This MCP server follows the Plugix security model:
- Credentials stay local: Salesforce username, password, and security token never leave your server
- Data passes through: Product/contact data passes through Plugix API for AI processing but is not stored
- Confirmation required: All write operations (create_lead, update_opportunity) require explicit confirmation
Salesforce API Requirements
Your Salesforce org needs:
1. API Access enabled for your user profile
2. Appropriate permissions on Lead, Contact, Account, Opportunity, and Case objects
3. Security Token (unless your IP is whitelisted)
$3
- Read/Write on Lead
- Read/Write on Contact
- Read/Write on Account
- Read/Write on Opportunity
- Read on Case
Testing
bash
npm test
`Troubleshooting
$3
- Verify username and password are correct
- Make sure security token is appended to password (or provided separately)
- Check if your IP needs to be whitelisted in Salesforce$3
- Verify your Salesforce user has API access enabled
- Check object-level permissions for the objects you're querying$3
- You've hit Salesforce API limits
- Consider implementing caching or reducing query frequency$3
- Check is correct
- Verify API_TOKEN` is validMIT