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Salesforce MCP Server

Salesforce is the world's leading CRM platform for managing customer relationships, sales, service, and marketing.

Tools
26
Last Updated
Apr 7, 2026
Category
all
Enterprise-grade security
SSO & authentication ready
Full governance & audit logs

What is the Salesforce MCP Server?

The Salesforce MCP server gives AI agents structured, permission-aware access to Salesforce through the Model Context Protocol. With 26 pre-built actions, agents can read, create, and update Salesforce data on behalf of authorized users.

Willow ships the Salesforce MCP server as part of an enterprise control plane. Every call runs behind SSO (Okta, Azure AD), enforces RBAC and least-privilege at runtime, writes to a full audit trail, and integrates with Splunk and Loki for SIEM visibility. Connect from Claude Desktop, Claude Code, Cursor, ChatGPT, VS Code, n8n, or any custom agent. Install once, distribute org-wide, and see exactly how Salesforce is being used by every AI agent in your stack.

Tools

Run SOQL Query

Execute a SOQL query against Salesforce to retrieve records. SOQL is similar to SQL but designed for Salesforce objects.

Search Records

Execute a SOSL (Salesforce Object Search Language) search query to find records across multiple objects.

List Objects

List all available Salesforce objects (sObjects) in the org.

Describe Object

Get detailed metadata about a Salesforce object including all fields, their types, picklist values, and relationships.

Get Record

Get a specific Salesforce record by its ID.

Create Record

Create a new Salesforce record. Use 'Describe Object' first to understand required fields and field types.

Update Record

Update an existing Salesforce record. Only include fields you want to change.

List Accounts

List Salesforce Account records with optional filtering. Returns key account information.

Create Account

Create a new Account record in Salesforce.

List Contacts

List Salesforce Contact records with optional filtering.
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Set Up Your Salesforce MCP Server in Minutes

Add the following configuration to your MCP client. Authentication is handled via OAuth. Compatible with Claude Desktop, Claude Code, Cursor, ChatGPT, VS Code, n8n, and any MCP-compatible agent.

Claude Desktop

claude_desktop_config.json
{
  "mcpServers": {
    "willow-salesforce": {
      "type": "http",
      "url": "https://<org>.mcp-s.com/mcp/mcp/salesforce"
    }
  }
}

Cursor

.cursor/mcp.json
{
  "mcpServers": {
    "willow-salesforce": {
      "type": "http",
      "url": "https://<org>.mcp-s.com/mcp/mcp/salesforce"
    }
  }
}

Claude Code

CLI
claude mcp add willow-salesforce --transport http https://<org>.mcp-s.com/mcp/mcp/salesforce

n8n

HTTP Request Node
{
  "url": "https://<org>.mcp-s.com/mcp/mcp/salesforce",
  "method": "POST"
}

Or click "Install with Willow" above to set up automatically with SSO and RBAC preconfigured.

Enterprise Governance for Salesforce

Willow adds the layer Salesforce and every other SaaS doesn't ship out of the box: every call runs behind SSO (Okta, Azure AD), enforces RBAC and least-privilege at runtime, writes to full audit logs, and detects shadow AI usage across your stack. One MCP gateway. Any agent. Every tool.

Salesforce MCP Server FAQ

What is the Salesforce MCP server?

The Salesforce MCP server is a Model Context Protocol implementation that lets AI agents like Claude, Cursor, and ChatGPT read and write Salesforce data through a standardized interface. Willow hosts and governs this server so enterprises can roll it out without a security review backlog.

How is Willow's Salesforce MCP server different from the official one?

The official Salesforce MCP server is scoped to a single user's account and does not include enterprise governance. Willow's version adds SSO, RBAC, audit logging, shadow AI detection, and centralized control over which actions agents can take across the entire org.

Which AI clients work with the Salesforce MCP server?

Claude Desktop, Claude Code, Cursor, ChatGPT, VS Code with MCP support, n8n, and any custom agent built with OpenAI Agents SDK, LangChain, Vercel AI SDK, or Anthropic SDK.

Is the Salesforce MCP server secure? How does Willow handle authentication?

Every call runs behind your existing SSO (Okta, Azure AD). Per-user OAuth scopes the agent to exactly what that user can do in Salesforce, nothing more. No credentials reach the LLM. Every action writes to an audit trail.

Can I limit which Salesforce actions agents can take?

Yes. Willow lets you scope agents to specific actions, specific projects, or specific environments. Toggle actions on or off in the dashboard, or enforce policy via infrastructure-as-code through GitHub.

How do I detect shadow Salesforce MCP servers in my org?

Willow's browser extension and discovery service surface unmanaged MCP servers, skills, and AI agents across the org. If a developer installed an unapproved Salesforce MCP locally, you'll see it.

What does the Salesforce MCP server cost?

Pricing depends on org size and deployment model (SaaS, dedicated cloud, self-host). See withwillow.ai/pricing or contact sales for a quote.

How do I install the Salesforce MCP server with Willow?

Install via the Willow Connect Panel in one click, or paste the JSON snippet above into your Claude Desktop, Cursor, or Claude Code config. SSO and RBAC inherit from your existing Willow setup.

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Salesforce MCP Server | Willow