Salesforce guMCP Server

Tools

• Soql Query

  Executes a SOQL query to retrieve Salesforce records with support for relationships and complex filters

• Sosl Search

  Performs a text-based search across multiple Salesforce objects using SOSL

• Describe Object

  Retrieves detailed metadata about a Salesforce object including fields, relationships, and permissions

• Get Record

  Retrieves a specific Salesforce record by ID with all accessible fields

• Create Record

  Creates a new record in Salesforce

• Update Record

  Updates an existing Salesforce record

• Delete Record

  Deletes a Salesforce record

• Get Org Limits

  Retrieves current organization limits and usage

• Get User Info

  Retrieves information about the currently logged-in user

• Add Contact To Campaign

  Adds an existing contact to an existing campaign

• Add File To Record

  Adds an existing file to an existing record

• Add Lead To Campaign

  Adds an existing lead to an existing campaign

• Add Account To Campaign

  Adds all contacts from an account to a campaign

• Convert Lead

  Converts a lead to an account, contact, and optionally an opportunity

• Create Child Records

  Creates child records from line items and sets the parent-child relationship

• Create Enhanced Note

  Creates a new enhanced note (ContentNote) with rich text support and optional record attachment. This is the preferred method for creating notes in Salesforce. Supports HTML formatting for rich content.

• Create File

  Creates a new file (ContentVersion) with optional record attachment

• Get File

  Downloads a file or attachment from Salesforce and saves it to storage

• Create Note

  Creates a new note (legacy Note object / Deprecated) and links it to a parent record. Don't give user option for legacy note unless user explicitly asks for it, use create_enhanced_note instead.

• Find Child Records

  Finds child records for a given parent ID and returns them as line items

• List Campaigns

  Lists existing campaigns in Salesforce

• List Email Templates

  Retrieves available email templates in Salesforce

• List Reports

  Lists available reports in Salesforce

• Get Report

  Retrieves detailed metadata about a specific report

• Run Report

  Executes a report and retrieves the data

• Describe Report

  Retrieves the structure and metadata of a report

• Get Report Instances

  Retrieves instances of a report that have been run

• Get Report Instance Data

  Retrieves data from a specific report instance

• Get Note

  Retrieves notes linked to a record with their actual decoded content. This tool finds all notes attached to a specific record (like Opportunity, Account, Contact, etc.) and returns them with their decoded content.

• Get Chatter Feed

  Retrieves Chatter feed posts from a record or user feed

• Post Chatter Message

  Creates a new Chatter post to a record feed or user feed. Supports inline @mentions.

• Get Chatter Comments

  Retrieves comments on a specific Chatter feed item

• Post Chatter Comment

  Adds a comment to a Chatter feed item. Supports inline @mentions.

• Soql Bulk Query Start

  Starts an async SOQL query for large datasets (10k+ records). Returns a job_id to poll with soql_bulk_query_results. Does not support GROUP BY, OFFSET, or aggregate functions.

• Soql Bulk Query Results

  Gets status and results of an async SOQL query. Poll until status is JobComplete, Failed, or Aborted.