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Salesforce MCP server for your AI

Pull up everything on an account before a call, list the deals closing this month, log the meeting, run your pipeline report and load a spreadsheet of leads, from the AI client you already use.

PopMCPSalesforce

Pull up everything we have on Acme Corp before my 2pm call: open opportunities, recent cases and the last few activities

Supported Salesforce tools

Every Salesforce REST API on the connection, from records, SOQL and composite calls to reports, flows, approvals, Bulk API, Tooling, UI API, Chatter and CRM Analytics, plus the record changes PopMCP can watch.

1,500 tools in the full catalog: 829 read and 671 write. 43 load by default, and the rest are found with tool search.

A sample of the 1,500 in the full catalog. The rest stay reachable through tool search.

salesforce_post_to_chatter

Post feed elements and search all feed elements in an organization.

salesforce_get_record_feed

Returns the feed elements for all the records the context user is following, or all the feed elements of the specified recordId.

salesforce_create_record

Create one record.

salesforce_delete_record

Delete one record.

salesforce_describe_object

An object's fields in compact form: API name, label, type, whether it is required on create, can be set on create or update, picklist values, lookup target and relationship name, external ID and unique flags.

salesforce_get_deleted_records

List the records of one object deleted between two times (still in the Recycle Bin, at most 15 to 30 days ago), with each id and deletedDate, plus earliestDateAvailable.

salesforce_get_record

Get one record by its id.

salesforce_get_record_blob

Download a file stored in a record's binary field: ContentVersion VersionData, Attachment Body, Document Body, a static resource.

salesforce_get_record_context

Everything around one record in one call: its fields plus, depending on the object, its contacts, opportunities, cases, opportunity products and contact roles, case comments, open tasks, upcoming events, recent activity history and attached files.

salesforce_get_related_records

Follow a relationship from a record: the child records of a child relationship (Account/{id}/Contacts, Opportunity/{id}/OpportunityLineItems) or the one parent record of a lookup.

salesforce_get_updated_records

List the ids of records of one object created or changed between two times (at most 30 days ago), plus latestDateCovered.

salesforce_list_objects

List every object (standard and custom) the signed-in user can see, with its API name, label, key prefix and whether it can be queried, created, updated or deleted.

salesforce_update_record

Update fields on one record.

salesforce_upsert_record_by_external_id

Create or update one record matched on an external ID field: updates the record whose externalIdField equals externalIdValue, or creates it when none matches.

salesforce_describe_report

A report's metadata without running it: its report type, columns (with their API names such as AMOUNT or Account.Name), filters, groupings and the fields available to add.

salesforce_list_reports

The reports the user viewed most recently, with their ids and names.

salesforce_run_report

Run a report now and return its summary and grand totals (factMap) with the report's metadata; query.includeDetails=true adds the detail rows (up to 2,000).

salesforce_run_report_table

Run a report by name, id or URL and get it back as plain columns and rows (and for summary and matrix reports, each group's label with its subtotals, plus the grand totals).

salesforce_list_custom_actions_of_type

List the custom actions of one type: actionType flow lists the autolaunched flows that can be run, apex the invocable Apex methods, quickAction the quick actions, emailAlert the email alerts.

salesforce_run_flow

Run an autolaunched flow by its API name.

salesforce_run_standard_action

Run a standard invocable action.

salesforce_bulk_load_records

Insert, update, upsert or delete up to 10,000 records of one object from a JSON list in one call, through Bulk API 2.0 (no 200-record limit).

salesforce_bulk_query

Run a SOQL query through Bulk API 2.0 for results too big for salesforce_run_soql_query (hundreds of thousands of rows, no 2,000-row pages).

salesforce_get_bulk_query_results

One page of a finished query job's rows as CSV text, plus the locator of the next page (null when there is none).

salesforce_create_records

Create up to 200 records in one call (any mix of objects).

salesforce_delete_records

Delete up to 200 records in one call.

salesforce_get_org_limits

The org's limits with Max and Remaining for each: DailyApiRequests (the 24-hour API allowance this connector uses), DailyBulkV2QueryJobs, DataStorageMB, FileStorageMB, SingleEmail, MassEmail, hourly report and dashboard runs, and dozens more.

salesforce_get_records

Get up to 200 records of one object by id in one call.

salesforce_run_composite_read

Run up to 25 GET calls in one request (same body as salesforce_run_composite, every subrequest method GET), e.g. a record, its contacts and its open cases at once.

salesforce_update_records

Update up to 200 records in one call.

salesforce_find_records

Find people, companies, deals and cases by a name, email address, phone number or any text, in one call.

salesforce_run_sosl_search

Run a SOSL search across objects at once.

salesforce_search_records

Search with plain parameters instead of SOSL: query.q is the text to find, query.sobject the object (repeatable), query.fields the fields to return, e.g. { "q": "Acme", "sobject": "Account", "Account.fields": "Id,Name,Phone", "overallLimit": 25 }.

salesforce_get_dashboard_results

The latest results of every component (chart, table, metric) on a dashboard, from its last refresh.

salesforce_list_dashboards

The dashboards the user viewed most recently.

salesforce_get_list_view_results

Run a list view and return its records (the columns the view shows), up to 2,000 per call.

salesforce_get_more_query_results

The next page of a SOQL query result.

salesforce_list_approval_processes

The approval processes, grouped by object, with their names and ids.

salesforce_list_object_list_views

List the list views of an object (for example the Lead views "My Unread Leads" and "Today's Leads") with each id, label and developer name.

salesforce_log_activity

Log a call, email, task or meeting against a record (a contact or lead as who; an account, opportunity, case or other record as what), the way Salesforce shows it on the record's activity timeline.

salesforce_query_records

Query one object's records with filters, sorting and paging without writing SOQL: give the object, the fields to return, and conditions like { "field": "StageName", "op": "=", "value": "Closed Won" }.

salesforce_run_soql_query

Run a SOQL query and get up to 2,000 records per page.

salesforce_submit_approval_request

Submit a record for approval, or approve or reject a pending request.

salesforce_accept_voice_root_email_address_update

Accept the email address change for the AWS root user that's associated with the Voice account.

salesforce_archive_analytics_assets

Archives or restores one or more CRM Analytics assets by moving them to or from the Recycle Bin.

salesforce_add_cart_to_wishlist_webstore_cart

Copy the products from a cart to a wishlist.

salesforce_check_ui_duplicates

Before updating or creating a record, you can check whether a duplicate record exists.

salesforce_comment_on_feed_element

Access comments for a feed element, or add a comment to a feed element.

salesforce_create_chatter_feeds_favorite

Returns all the favorites for the context user.

salesforce_clone_cms_content

Clone a piece of managed content.

salesforce_adjust_item_preview_order_management_order_summary

Retrieve the expected results of adjusting the price of one or more OrderItemSummaries from an OrderSummary, without actually executing the adjustment.

salesforce_add_chatter_group_member

Members of a specified group.

salesforce_create_chatter_user_activities_export_job

Export Chatter-related activity, such as bookmarks, topic endorsements, and votes, for an user.

salesforce_abort_tooling_bulk_query_job

Abort a Tooling API Bulk query job.

salesforce_create_named_credentials_auth_identity_providers

Get a list of external auth identity providers in the org.

salesforce_create_file_asset

Create an asset file.

salesforce_create_commerce_payments_authorization_captures

Capture an authorized payment.

salesforce_create_topic_endorsements

Endorsements on knowledgeable people for the specified topic.

salesforce_create_chatter_comment_likes

Get information about the likes for a comment.

salesforce_add_folder_shares

Share a folder with users, groups or roles.

salesforce_clone_report

Copy a report.

salesforce_describe_custom_action

The inputs and outputs of one custom action (a flow's input variables, an invocable Apex method's parameters).

salesforce_create_content_hub_repository_folder_items

Get information about the files and folders in a repository folder.

salesforce_abort_bulk_query_job

Abort a running query job.

salesforce_batch_update_commerce_oci_availability_records

Update a batch of inventory records to Omnichannel Inventory.

salesforce_create_scheduling_available_territory_slots

/connect/scheduling/waitlist/participants Move a participant to a specific position in a waitlist, to the top of on page 670 the waitlist, or to the bottom of the waitlist.

salesforce_get_record_counts

Approximately how many records each object holds (refreshed periodically, not live).

salesforce_create_community_personalization_audiences

Get a list of assigned audiences that match the user context.

salesforce_create_record_with_id_field

Create a record through the upsert endpoint with Id as the external ID field (POST, so a new record is always created).

salesforce_describe_embedded_service_configuration

The settings of an Embedded Service deployment (its developer name).

salesforce_create_chatter_digests

Control when daily and weekly Chatter email digests are sent.

salesforce_add_bulk_v1_batch

Add a batch of up to 10,000 records to an open Bulk API 1.0 job: a JSON array of records for a JSON job, CSV text for a CSV job, or the SOQL text for a query job.

salesforce_create_commerce_delivery_route_routing_rules

Retrieve routing rules that determine which fulfillment locations should fulfill products for a given delivery address, returning ranked routes and the best location per SKU based on configured fulfillment routing criteria.

salesforce_create_loyalty_program_corporate_member_enrollments

Create or run: Corporate Member Enrollments.

salesforce_create_user_profile_banner_photo

Get, create, or delete the banner photo for an user.

salesforce_get_cms_delivery_channel_contents_query

Get published managed content versions for a channel.

salesforce_create_record_tree

Create up to 200 records in one call: root records of one object with their children nested (for example Accounts with their Contacts).

salesforce_create_content_taxonomy_terms

Create a term within a content taxonomy.

salesforce_create_recommendation_definitions

Get a list of custom recommendation definitions or create a custom recommendation definition.

salesforce_create_communities

Get a list of all Experience Cloud sites available to the context user.

salesforce_describe_approval_layout

The approval page layout of one approval process.

salesforce_create_notifications_app_settings_organization

Get, set, and reset a notification app setting for the org.

salesforce_create_search_sobject_results

Search an object using keywords and return results.

salesforce_analyze_dashboard_filter_options

Check which of a dashboard's components a filter option would apply to.

salesforce_calculate_price_commerce_pricing_salestransaction

Create or run: Calculate the price of the Work Anywhere software bundle plus all it's bundle components for the pricing period of 1 month.

salesforce_create_analytics_assetfile_files

Returns a collection of asset files for an asset and creates an asset file.

salesforce_add_order_to_cart_webstore_order_summaries

Add an order summary to an active or a current cart.

salesforce_create_ui_favorite

Create a favorite.

salesforce_create_chatter_feed_element_chatter_likes_items

Access a page of likes for a feed element.

salesforce_delete_chatter_feeds_favorite

Returns the feed for the specified favorite.

salesforce_create_cms_channel_search_indexes

Get the latest live and non-live search indexes or trigger incremental or full search indexing for a channel.

salesforce_adjust_item_submit_order_management_order_summary

Adjust the price of one or more OrderItemSummaries from an OrderSummary, and create corresponding change orders.

salesforce_create_chatter_group

A list of all the groups in the organization.

salesforce_create_chatter_user_activities_purge_job

Start a job to purge Chatter-related activity, such as bookmarks, topic endorsements, and votes, for an user.

salesforce_create_tooling_bulk_query_job

Start a Bulk API 2.0 query job on a Tooling API object (MetadataComponentDependency returns up to 100,000 rows this way).

salesforce_create_named_credentials_credential

Get, create, refresh, update, replace, or delete a credential.

salesforce_delete_file

Get information about a specified file, including references to external files.

salesforce_create_commerce_payments_authorization_reversals

Reverse an authorized payment.

salesforce_create_topic_topic_opt_outs

Topic opt outs.

salesforce_delete_chatter_comment

Get information about, edit, or delete a comment.

salesforce_create_folder

Create a report or dashboard folder.

salesforce_create_report

Create and save a report.

salesforce_describe_global_quick_action

The full description of a global quick action: its layout, fields and default values.

salesforce_get_content_hub_item_repository

Get Files Connect repository information for a repository file.

salesforce_create_bulk_ingest_job

Start a Bulk API 2.0 job that inserts, updates, upserts or deletes up to 150 million records of one object.

salesforce_create_commerce_inventory_check_availability

Get information about inventory availability for products in locations or location groups in your commerce inventory system.

salesforce_create_scheduling_estimated_wait_time

Get the estimated wait time for a customer waiting for service that belongs to a specified work type group.

salesforce_get_sobjects_openapi_document

The generated OpenAPI 3.0 document (kept for 48 hours).

salesforce_create_community_personalization_targets

Get a list of targets that match the user context, based on the assigned audiences that include the user.

salesforce_delete_event_series

Delete a recurring Lightning Experience event series from this occurrence onwards (events created with IsRecurrence2).

salesforce_get_data_category

One data category and its child categories.

salesforce_create_chatter_streams

Get or search a list of Chatter feed streams for the context user.

salesforce_create_bulk_v1_job

Start a Bulk API 1.0 job (the older batch-based API; prefer Bulk API 2.0).

salesforce_create_webstore_ai_activities_export_jobs

Enqueue a job to export Commerce Einstein activity for a store.

salesforce_create_loyalty_program_individual_member_enrollments

Create or run: Individual Member Enrollments.

salesforce_create_user_profile_photo

The user profile photo.

salesforce_get_cms_delivery_channel_contents_search

Search managed content in a channel.

salesforce_get_records_by_body

Get up to 2,000 records of one object by id, with the ids in the body: { "ids": ["001...", …], "fields": ["Id", "Name"] }.

salesforce_delete_content_taxonomy_term

Get, update, or delete a term within a content taxonomy.

salesforce_delete_recommendation_definition

Get information about, modify, or delete a custom recommendation definition.

salesforce_get_community

Get information about an Experience Cloud site.

salesforce_describe_approval_layouts

The approval page layouts of an object's approval processes.

salesforce_create_notifications_settings_organization

Get, set, and reset a notification setting for the org.

salesforce_get_relevant_items

The user's most relevant records, grouped by object: recently used records and records of the objects in their search scope.

salesforce_clone_dashboard

Copy a dashboard.

salesforce_cancel_asset_management_asset

Cancel a lifecycle-managed asset.

salesforce_create_analytics_collection_bulk_items

Add items in bulk to the collection.

salesforce_add_order_to_cart_webstore_order_summary

Use a webstore's order summary to add an order to a cart.

salesforce_create_ui_list_view

Create a list view associated with an object.

salesforce_create_chatter_feed_element_topics

Get, delete, and post topics associated with a feed element.

salesforce_get_chatter_feeds_bookmark

Returns the URL for the bookmarks feed for the context user.

salesforce_create_cms_channels

Get and create managed content channels.

salesforce_cancel_item_commerce_fulfillment_fulfillment_order

Cancel FulfillmentOrderLineItems from a FulfillmentOrder.

salesforce_create_chatter_group_announcements

Information about the announcements posted to the specified group.

salesforce_create_chatter_user_following

Returns a list of people, groups, records, topics, and files that the specified user is following.

salesforce_create_tooling_record

Create a Tooling API record, e.g. a TraceFlag ({ "TracedEntityId": "005...", "DebugLevelId": "7dl...", "LogType": "USER_DEBUG", "StartDate": "…", "ExpirationDate": "…" }), a DebugLevel, a MetadataContainer or an ApexClassMember.

salesforce_create_named_credentials_credential_auth_url_o_auth

Get the URL for the OAuth token flow for an external credential.

salesforce_delete_file_file_shares_link

Get, create, and delete a file's share link.

salesforce_create_commerce_payments_authorizations

Authorize a payment.

salesforce_create_topics

Get information about topics in the organization or create a topic.

salesforce_get_chatter_comment

Get information about, edit, or delete a comment.

salesforce_create_folder_items

Get information about the contents of a folder.

salesforce_delete_report

Delete a report (it goes to the Recycle Bin).

salesforce_describe_object_quick_action

The full description of a quick action: its layout, fields and their default values.

salesforce_get_content_hub_repository

Get information about a Files Connect repository.

salesforce_create_bulk_query_job

Start a Bulk API 2.0 query job for large SOQL results (millions of rows, no 2,000-row pages).

salesforce_create_commerce_oci_availability_records_uploads

/commerce/oci/availability-records/uploads POST - Upload an inventory availability data file to Omnichannel Inventory.

salesforce_create_scheduling_group_appointments

Get a list of group appointments along with the remaining attendee limit.

salesforce_get_sobjects_openapi_status

The status of an OpenAPI document request (apiTaskStatus INPROGRESS, COMPLETE or FAILED).

salesforce_delete_community_personalization_audience

Get, update, and delete an audience.

salesforce_delete_opportunity_line_item_schedules

Delete every schedule of an opportunity product.

salesforce_get_knowledge_article

One published Knowledge article with every field the user can read.

salesforce_delete_chatter_stream

Get information about, update, or delete a Chatter feed stream.

salesforce_get_bulk_v1_batch

One batch's state (Queued, InProgress, Completed, Failed, NotProcessed) and record counts.

salesforce_create_webstore_ai_activities_purge_jobs

Enqueue a job to purge Commerce Einstein activity for a store.

salesforce_create_loyalty_program_member_voucher_redeem

Create or run: Redeem Voucher.

salesforce_delete_topic_opt_out

Topic opt out.

salesforce_get_cms_delivery_channel_media_content

Get the binary stream of a media node of published content in a channel.

salesforce_list_composite_resources

The composite resources this org offers (batch, tree, sobjects, graph).

salesforce_get_connect

A directory of the org and Experience Cloud site resources available to the context user.

salesforce_delete_recommendation_definition_photo

Get information about, upload, modify, or delete the photo for a custom recommendation definition.

salesforce_get_community_chatter_user_audit_actions_counts

Get audit statistics for an user in an Experience Cloud site.

salesforce_describe_compact_layouts

The compact layouts of an object (the key fields shown in record highlights and on mobile).

salesforce_delete_notifications_app_settings_organization

Get, set, and reset a notification app setting for the org.

salesforce_get_search_result_layouts

The columns the search results page shows for each object.

salesforce_delete_dashboard

Delete a dashboard.

salesforce_cancel_metadata_deploy

Cancel a deployment that is still running.

salesforce_create_analytics_collection_items

Returns a list of Analytics collection items and creates or updates the collection item list.

salesforce_add_wishlist_to_cart_webstore_wishlist

Add a wishlist to a cart.

salesforce_create_ui_record

Create or clone a record.

salesforce_create_chatter_feed_elements_publish_draft

Publish a draft feed element.

salesforce_get_chatter_feeds_company

Returns a URL to the company feed and a page of feed elements.

salesforce_create_cms_contents

Create managed content.

salesforce_confirm_held_capacity_fulfillment_order_capacity

Confirm held fulfillment order capacity at one or more locations.

salesforce_create_chatter_group_banner_photo

Get, create, or delete the banner photo for a group.

salesforce_create_chatter_user_messages

Get private messages for the context user.

salesforce_delete_tooling_bulk_query_job

Delete a Tooling API Bulk query job and its results.

salesforce_create_named_credentials_external_credentials

Get external credentials that the user can authenticate to.

salesforce_delete_files_batch

Information about a list of files, specified by file IDs.

salesforce_create_commerce_payments_payment_methods

Tokenize a payment method.

salesforce_create_topics_data_category_data_category_articles

Assign topics to articles and unassign topics from articles in a data category.

salesforce_get_chatter_comment_edit_is_editable_by_me

Determines whether the context user can edit a comment.

salesforce_delete_folder

Delete an empty folder.

salesforce_delete_report_instance

Delete the stored results of an asynchronous report run.

salesforce_describe_standard_action

The inputs and outputs of one standard action (their names, types and which are required).

salesforce_get_content_hub_repository_file

Get information about or update a Files Connect repository file.

salesforce_delete_bulk_ingest_job

Delete a finished or aborted ingest job and its stored data.

salesforce_create_commerce_oci_location_graph_uploads

/commerce/oci/location-graph/uploads POST - Asynchronously publish information about your inventory locations and location groups to Omnichannel Inventory.

salesforce_create_scheduling_service_appointments

Create and update service appointment records, assign resources, and generate leads, including group appointments with multiple participants.

salesforce_get_theme

The icons and colors the Salesforce theme uses for each object.

salesforce_delete_community_personalization_target

Get or delete a target.

salesforce_delete_record_by_external_id

Delete the record whose external ID field has the given value.

salesforce_get_knowledge_settings

The org's Salesforce Knowledge settings: whether Knowledge is on, the default language and the languages articles exist in.

salesforce_get_chatter

Get a directory of Chatter feeds, groups, and users resources.

salesforce_get_bulk_v1_batch_request

The data that was uploaded for a batch.

salesforce_get_webstore_ai_activities_export_job

Get the status of a Commerce Einstein activity export job for a store.

salesforce_create_loyalty_program_transaction_history

Create or run: Transaction History.

salesforce_delete_user_profile_banner_photo

Get, create, or delete the banner photo for an user.

salesforce_get_community_managed_content_delivery

Get published managed content versions for an Experience Cloud site.

salesforce_run_composite

Run up to 25 REST calls in one request, in order, where a later call can use an earlier result.

salesforce_get_content_taxonomy_term

Get, update, or delete a term within a content taxonomy.

salesforce_get_recommendation_definition

Get information about, modify, or delete a custom recommendation definition.

salesforce_get_community_external_managed_accounts

Get externally managed accounts available to the context user across all Experience Cloud sites.

salesforce_describe_global_layouts

The global publisher layouts (the actions shown in the global action menu and Chatter publisher).

salesforce_delete_notifications_settings_organization

Get, set, and reset a notification setting for the org.

salesforce_get_search_scope_order

The objects in the user's default global search scope, most used first.

salesforce_describe_dashboard

A dashboard's metadata: its components and the report behind each, its filters and their option ids, its layout and running user.

salesforce_change_asset_management_asset

Amend or renew a lifecycle-managed asset.

salesforce_create_analytics_collections

Returns a list of collections or creates a collection.

salesforce_adjustment_aggregates_webstore_order_summaries

Submit a job to calculate adjustment aggregates for a list of order summary IDs.

salesforce_create_ui_records_content_document_content_versions

Upload a new document or image version.

salesforce_create_community_chatter_feed_element_moderation

Get information about a feed element's moderation capability, add a moderation flag to a feed element, or delete all moderation flags from a feed element.

salesforce_get_chatter_feeds_favorite

Returns all the favorites for the context user.

salesforce_create_cms_contents_variants

Create a managed content variant.

salesforce_create_commerce_fulfillment_fulfillment_orders

Create one or more FulfillmentOrders and FulfillmentOrderLineItems for an OrderDeliveryGroupSummary, which defines a delivery method and recipient for an OrderSummary.

salesforce_create_chatter_group_members_requests

Request membership in a private group or get the status of requests to a join a private group.

salesforce_delete_chatter_user_recommendation

Get the static Chatter recommendation for the specified action and object type for the context user.

salesforce_delete_tooling_record

Delete a Tooling API record (a TraceFlag, a debug log, a MetadataContainer).

salesforce_create_named_credentials_identity_provider_credential

Get, create, and update external auth identity provider credentials.

salesforce_get_file_asset

Get information about an asset file or change the visibility of an asset file for unauthenticated users.

salesforce_create_commerce_payments_payment_refunds

Create a refund for a payment.

salesforce_create_topics_data_category_group_data_category

Get, create, and reassign topic and article assignment rules by data category.

salesforce_get_chatter_comment_status

Access the status capability of a comment or set the status of a comment.

salesforce_delete_folder_by_folder

Get information about the specified folder.

salesforce_describe_report_type

Everything a report of one type can show: its field sections and every column with its API name, label and type.

salesforce_get_global_quick_action

One global quick action: its type, target object and label.

salesforce_get_content_hub_repository_file_content

Get the content of the repository file from the external system.

salesforce_delete_bulk_query_job

Delete a finished or aborted query job and its stored results.

salesforce_fulfillments_commerce_oci_reservation

Fulfill one or more inventory reservations.

salesforce_create_scheduling_waitlist_checkin

Check in or register a participant to a waitlist who arrives at the service territory for a drop-in appointment.

salesforce_list_api_versions

Every REST API version this org serves, newest last, with its release name (Winter '27 is 68.0).

salesforce_get_community_personalization_audience

Get, update, and delete an audience.

salesforce_delete_related_record

Delete the one record a lookup relationship points to.

salesforce_get_suggested_article_titles

Knowledge article titles that match what was typed.

salesforce_get_chatter_link_metadata

Get link metadata for URLs.

salesforce_get_bulk_v1_batch_result

One result set of a Bulk API 1.0 query batch.

salesforce_get_webstore_ai_activities_export_job_file_content

Download an exported Commerce Einstein activity file for a store.

salesforce_create_realtime_loyalty_program

Create or run: Transaction Journals Execution.

salesforce_delete_user_profile_photo

The user profile photo.

salesforce_get_managed_content_delivery_contents_search

Search managed content in an Experience Cloud site.

salesforce_run_composite_batch

Run up to 25 independent REST calls in one request (no references between them).

salesforce_get_content_taxonomy_terms_search

Search content taxonomy terms for specified query text.

salesforce_get_recommendation_definition_photo

Get information about, upload, modify, or delete the photo for a custom recommendation definition.

salesforce_get_community_preview_url_page

Get a preview URL for an Experience Cloud site page.

salesforce_describe_layout_for_record_type

The page layout an object uses for one record type.

salesforce_get_notifications_app_settings_by_notification_type

Get, set, and reset a notification app setting for the org.

salesforce_get_search_sobjects_answer

Search objects using a natural language query and return an answer.

salesforce_get_dashboard_status

The refresh status of each component on a dashboard (IDLE when its data is ready, RUNNING while it refreshes).

salesforce_compile_portability_request

Compile everything Salesforce holds about a person into one downloadable file for a data portability request (Privacy Center policy).

salesforce_create_eclair_geodata

Returns a collection of geodata definitions and creates a geodata definition.

salesforce_arrange_items_webstore_cart_delivery_groups

Arrange cart items into delivery groups.

salesforce_create_ui_records_content_documents_content_versions

Upload a file such as a document or image.

salesforce_delete_chatter_feed_element_topics

Get, delete, and post topics associated with a feed element.

salesforce_get_chatter_feeds_favorite_by_favorite

Returns the feed for the specified favorite.

salesforce_create_cms_delivery_channel_contents_enhanced_search

Search for content in a channel or an Experience Cloud site.

salesforce_create_commerce_order_management_order_summaries

Create an OrderSummary based on an order.

salesforce_create_chatter_group_photo

The photo for the specified group.

salesforce_delete_chatter_user_recommendation_by_object

Get the Chatter, custom, and static recommendations for the specified action and object ID for the context user.

salesforce_describe_tooling_object

The full describe of one Tooling API object: its fields and their types.

salesforce_create_named_credentials_named_credential_setup

Get a list of named credentials in the org.

salesforce_get_file_asset_content

Get the streamed content of an asset file.

salesforce_create_commerce_payments_post_auths

Confirms that the merchant is ready to capture payment of an existing pre-authorized transaction.

salesforce_delete_topic

Information about the specified topic.

salesforce_get_chatter_comment_thread_context

Get a threaded comment in context of its parent comments and post.

salesforce_delete_folder_share

Stop sharing a folder with one user, group or role.

salesforce_describe_report_type_classic

The older reportTypes form of salesforce_describe_report_type: the field sections and columns of one report type.

salesforce_get_object_quick_action

One quick action on an object: its type, target object and fields.

salesforce_get_content_hub_repository_file_preview

Get a repository file preview or a specific page in a preview.

salesforce_get_bulk_ingest_failed_results

The records a finished ingest job could not save, as CSV text: sf__Id, sf__Error (why) and the uploaded columns.

salesforce_get_availability_oci_availability_records

Retrieve inventory availability data for one or more products at one or more inventory locations or location groups.

salesforce_get_appointment_candidates

The service resources (people) available for appointments of a work type group, with their free slots.

salesforce_list_app_menu_items

The apps in the user's app launcher (App Switcher), in order.

salesforce_get_community_personalization_audiences_batch

Get audience information for a comma-separated list of audience IDs.

salesforce_describe_sobject

Salesforce's full describe of one object: every field with its type, length, picklist values, whether it can be set on create or update, lookups (referenceTo) and relationship names, plus child relationships and record types.

salesforce_get_suggested_articles

Knowledge articles that fit a case or work order being written (sObject Case or WorkOrder), matched on subject and description text.

salesforce_get_chatter_stream

Get information about, update, or delete a Chatter feed stream.

salesforce_get_bulk_v1_batch_results

A batch's results: one row per record (id, success, created, error) for a data job, or the result ids of a query job.

salesforce_get_webstore_ai_activities_purge_job

Get the status of a Commerce Einstein activity purge job for a store.

salesforce_get_loyalty_program_member_transaction_ledger_summary

Read: Transaction Ledger Summary.

salesforce_get_topic_opt_out

Topic opt out.

salesforce_list_cms_channel_searchable_content_types

Get or update the searchable status for managed content types in a channel.

salesforce_run_composite_batch_read

Run up to 25 independent GET calls in one request.

salesforce_get_organization

Information about the context user's org and settings.

salesforce_list_recommendation_definitions

Get a list of custom recommendation definitions or create a custom recommendation definition.

salesforce_list_communities

Get a list of all Experience Cloud sites available to the context user.

salesforce_describe_layouts

The page layouts of an object, for every record type the user can see: sections, fields in order, related lists and buttons.

salesforce_get_notifications_app_settings_organization

Get notification app settings for the org.

salesforce_get_search_suggestions

Auto-complete suggestions: records whose name matches the start of what was typed (and Knowledge articles).

salesforce_refresh_dashboard

Refresh a dashboard so its components show current data; poll salesforce_get_dashboard_status until every component is IDLE, then read the results.

salesforce_create_action_link_group_definitions

Create an action link group definition.

salesforce_create_eclair_maps

Returns a list of maps or creates a map.

salesforce_authorize_webstore_order_summaries

Authorize guest users by verifying their personally identifiable information to access the requested order summary.

salesforce_delete_ui_favorite

Delete a favorite.

salesforce_delete_community_chatter_feed_element_moderation

Get information about a feed element's moderation capability, add a moderation flag to a feed element, or delete all moderation flags from a feed element.

salesforce_get_chatter_feeds_file

Returns the URL to the feed elements that contain files that are posted by users or groups the context user is following.

salesforce_create_cms_digital_asset_management_providers

Get digital asset management (DAM) providers.

salesforce_create_commerce_order_summaries

Create pending order summaries from order summary graphs.

salesforce_create_chatter_group_records

Get the list of records associated with a group.

salesforce_get_chatter_user

Information about the context or specified user's Chatter profile.

salesforce_execute_anonymous_apex

Run a block of Apex code as the signed-in user and report whether it compiled and ran (with the line, column and message of any problem).

salesforce_delete_named_credentials_auth_identity_provider

Get, update, and delete an external auth identity provider.

salesforce_get_file_asset_rendition

Get up to 25 streamed renditions of an asset file.

salesforce_create_commerce_payments_sales

Make a payment sale.

salesforce_delete_topic_endorsement

An endorsement.

salesforce_get_chatter_comment_up_down_vote

Get the upvotes and downvotes for a comment.

salesforce_get_folder

One report or dashboard folder.

salesforce_get_report_fields

The fields that can be used to filter or group a report, and the fields a dashboard filter can map to.

salesforce_get_object_quick_action_defaults

The default field values a quick action fills in.

salesforce_get_content_hub_repository_folder

Get information about a repository folder.

salesforce_get_bulk_ingest_job

An ingest job's state (Open, UploadComplete, InProgress, JobComplete, Failed, Aborted), records processed and failed, and its error message if it failed.

salesforce_get_commerce_oci_availability_records_upload

OCI Upload Inventory Availability Output "Response body for POST" in the Connect REST API, API 51.0 and later.

salesforce_get_appointment_slots

Free appointment time slots for a work type group in a service territory.

salesforce_list_app_menu_types

The types of app menu items (AppSwitcher, Salesforce1).

salesforce_get_community_personalization_target

Get or delete a target.

salesforce_get_object_info

Basic information about one object plus the records the user viewed most recently (recentItems).

salesforce_get_suggested_articles_for_record

Knowledge articles that fit an existing case or work order.

salesforce_list_chatter_emojis

Get a list of emojis that are supported in the org.

salesforce_get_bulk_v1_job

A Bulk API 1.0 job's state and batch counts.

salesforce_get_webstore_ai_configuration

Get the Commerce Einstein configuration for a store.

salesforce_list_loyalty_member_memberbenefits

Read: Member Benefits.

salesforce_get_user_profile

Get details about an user's profile.

salesforce_list_cms_delivery_channels

Get managed content delivery channels for the context user.

salesforce_run_composite_graph

Run several composite graphs (up to 500 calls in all) in one request, each graph succeeding or rolling back as a whole.

salesforce_list_content_taxonomy_terms

Get terms and child terms for a content taxonomy.

salesforce_set_recommendation_definition_photo

Get information about, upload, modify, or delete the photo for a custom recommendation definition.

salesforce_list_communities_templates

Get the Experience Builder templates available to the context user.

salesforce_describe_named_layout

An alternate named layout of an object (for example UserAlt on User).

salesforce_get_notifications_settings_by_notification_type

Get, set, and reset a notification setting for the org.

salesforce_list_search_sobjects_result_groups

Search objects using keywords and return result groups.

salesforce_update_dashboard

Save changes to a dashboard: its name, folder, filters, components or layout.

salesforce_create_actions_custom_run_decision_matrix

Create or run: Decision Matrix Actions Invoke a decision matrix in a flow with the Decision Matrix Actions.

salesforce_create_wave_annotations

Returns a list of annotations and creates an annotation.

salesforce_calculate_taxes_webstore_taxes

Calculate taxes for a Commerce webstore.

salesforce_delete_ui_list_view

Delete list view metadata.

salesforce_delete_feed_element

Access, edit, or delete a feed element.

salesforce_get_chatter_feeds_filter

A collection of feed directory objects that contain information about filter feeds available to the context user.

salesforce_create_cms_spaces

Get managed content spaces.

salesforce_create_commerce_returns_return_orders

Create a ReturnOrder and ReturnOrderLineItems for items belonging to an OrderSummary.

salesforce_delete_chatter_group

Get information about a Chatter group.

salesforce_get_chatter_user_conversation

Get a private conversation for the context user.

salesforce_get_apex_compile_results

The compile errors of Apex classes and triggers that do not compile (API 68.0 and later; needs Author Apex).

salesforce_delete_named_credentials_credential

Get, create, refresh, update, replace, or delete a credential.

salesforce_get_file_assets_batch

Get information about a comma-separated list of up to 100 asset files.

salesforce_create_payments_link_to_order

Create an order for a payment link.

salesforce_get_topic

Information about the specified topic.

salesforce_get_chatter_comment_verified

Get the verified status of a comment.

salesforce_get_folder_by_folder

Get information about the specified folder.

salesforce_get_report_instance

The results of an asynchronous report run (status New, Running, Success or Error; results kept 24 hours).

salesforce_get_object_quick_action_defaults_for_record

The default field values a quick action fills in when run on a specific record (contextId).

salesforce_get_content_hub_repository_item_type

Returns information about an item type associated with a repository.

salesforce_get_bulk_ingest_successful_results

The records a finished ingest job saved, as CSV text: sf__Id (the record id), sf__Created (true for a new record) and the uploaded columns.

salesforce_get_commerce_oci_location_graph_upload

/commerce/oci/location-graph/uploads "Resource" in the Connect REST API, API 51.0 and later.

salesforce_list_scheduler_resources

The Salesforce Scheduler resources this org offers.

salesforce_list_mobile_app_menu_items

The items in the Salesforce mobile app's navigation menu.

salesforce_get_community_personalization_targets_batch

Get target information for a comma-separated list of target IDs.

salesforce_get_opportunity_line_item_schedules

The revenue and quantity schedules of an opportunity product.

salesforce_get_suggested_searches

Searches other users made in Salesforce Knowledge that start with what was typed.

salesforce_list_chatter_extensions

Get extensions.

salesforce_list_bulk_v1_batches

The batches of a Bulk API 1.0 job and their states.

salesforce_get_webstore_ai_status

Get the status of a Commerce Einstein deployment for a store.

salesforce_list_loyalty_program_member_vouchers

Read: Member Vouchers.

salesforce_get_user_profile_banner_photo

Get, create, or delete the banner photo for an user.

salesforce_update_cms_channel_searchable_content_types

Get or update the searchable status for managed content types in a channel.

salesforce_upsert_records

Create or update up to 200 records of one object matched on an external ID field.

salesforce_update_content_taxonomy_term

Get, update, or delete a term within a content taxonomy.

salesforce_update_recommendation_definition

Get information about, modify, or delete a custom recommendation definition.

salesforce_publish_community

Publish an Experience Cloud site.

salesforce_get_compact_layouts

The primary compact layouts of several objects at once.

salesforce_get_notifications_settings_organization

Get notification settings for the org.

salesforce_search_records_with_body

Search several objects with per-object fields, filters and limits in one call.

salesforce_create_actions_custom_run_expression_set

Create or run: Expression Set Actions Invoke an active expression set.

salesforce_create_wave_auto_install_requests

Returns a collection of auto-install requests for Analytics embedded apps, creates an auto-install request, or deletes groups of auto-install requests by an Analytics folder ID or a template API name.

salesforce_calculate_webstore_cart

Perform a complete cart calculation based on the cart status.

salesforce_delete_ui_record

Delete a record through UI API.

salesforce_get_chatter_feed_element

Access a feed element's set of capabilities.

salesforce_get_chatter_feeds_filter_by_key_prefix

A feed object that contains information about a specific filter feed available to the context user.

salesforce_create_site_cms_delivery_contents_enhanced_search

Search for content in a channel or an Experience Cloud site.

salesforce_create_credit_memo_order_management_order_summary

Create a credit memo to represent the refund for one or more change orders associated with an OrderSummary.

salesforce_delete_chatter_group_banner_photo

Get, create, or delete the banner photo for a group.

salesforce_get_chatter_user_conversations_unread_count

Get the number of private conversations that have unread messages for an user.

salesforce_get_apex_log_body

The text of a debug log.

salesforce_delete_named_credentials_external_credential

Get an external credential, including the named credentials and principals associated with it and the type and status of each principal.

salesforce_get_file_content

Returns the content of the file, including references to external files.

salesforce_create_payments_merchant_account_methods_save_token

Store the setup intent and payment method details in the SavedPaymentMethod object.

salesforce_get_topic_endorsement

An endorsement.

salesforce_get_chatter_comments_batch

Get information about a comma-separated list of up to 100 comments.

salesforce_get_folder_share

One share of a folder.

salesforce_list_filter_operators

The filter operators (equals, notEqual, lessThan, contains, startsWith, includes, ...) each field type supports in report and dashboard filters.

salesforce_get_platform_action_info

Basic information about the PlatformAction object, which lists the actions (buttons, quick actions) the UI shows for a record.

salesforce_list_content_hub_repositories

Get a list of Files Connect repositories.

salesforce_get_bulk_ingest_unprocessed_records

The uploaded records an aborted or failed ingest job never processed, as CSV text.

salesforce_list_commerce_inventory_levels

Get information about inventory levels for products in locations and location groups in your commerce inventory system.

salesforce_list_scheduling_engagement_channel_types

Retrieve a list of the engagement channel types from your Salesforce org.

salesforce_list_recently_viewed

The records the user viewed or referenced most recently, newest first.

salesforce_list_community_personalization_audiences

Get a list of assigned audiences that match the user context.

salesforce_get_record_by_external_id

Get one record by the value of an external ID field (a field marked External ID, or Id).

salesforce_list_data_category_groups

The data category groups (used to classify Knowledge articles) visible to the user.

salesforce_list_chatter_streams

Get or search a list of Chatter feed streams for the context user.

salesforce_update_bulk_v1_job_state

Close ({ "state": "Closed" }) or abort ({ "state": "Aborted" }) a Bulk API 1.0 job.

salesforce_list_webstore_ai_recommendations

Get Commerce Einstein product recommendations.

salesforce_list_loyalty_program_members

Read: Member Profile.

salesforce_get_user_profile_photo

The user profile photo.

salesforce_create_actions_standard_create_asset_from_order

Create or run: CreateAssetFromOrder.

salesforce_create_wave_collection_bulk_items

Add items in bulk to the collection.

salesforce_clone_webstore_cart

Clones an existing cart to create a secondary, read-only cart to support Pay Now functionality.

salesforce_get_ui_actions_flexipage

Get the actions on Lightning pages (FlexiPages).

salesforce_get_chatter_feed_element_approval

Access the approval capability of a feed element.

salesforce_get_chatter_feeds_group

Returns a URL to the feed elements for all the groups the context user is a member of.

salesforce_delete_cms_channel

Get, update, or delete a managed content channel.

salesforce_create_delivery_estimation_estimate_estimate_date

Forecast an expected delivery date and time based on delivery estimation settings and the selected shipping carrier method.

salesforce_delete_chatter_group_membership

Access information about a member of a group, remove a member from a group, and update a group member's role.

salesforce_get_chatter_user_following

Returns a list of people, groups, records, topics, and files that the specified user is following.

salesforce_get_apex_symbols

Detailed metadata about Apex types (classes, interfaces, enums, methods, triggers): built-in, the org's own (database) or dynamic (beta, 68.0 and later; needs Author Apex and View Setup).

salesforce_delete_named_credentials_named_credential_setup

Get, update, and delete a named credential.

salesforce_get_file_file_shares_link

Get, create, and delete a file's share link.

salesforce_create_payments_merchant_account_saved_payment_method

Deletes or updates (patches) a single saved payment method associated with a given merchant account.

salesforce_get_topics_data_category_category_group_data_category

Get, create, and reassign topic and article assignment rules by data category.

salesforce_list_chatter_comment_comments

Access the comments capability for a comment.

salesforce_list_folder_children

The subfolders of a folder.

salesforce_list_recent_report_types

The report types the user built reports from most recently.

salesforce_list_actions

The two kinds of invocable actions this org offers: standard (send email, post to Chatter, submit for approval) and custom (flows, Apex, quick actions, email alerts).

salesforce_list_content_hub_repository_directory_entries

Get the user and group directory entries of a repository.

salesforce_get_bulk_query_job

A query job's state (UploadComplete, InProgress, JobComplete, Failed, Aborted) and records processed.

salesforce_releases_commerce_oci_reservation

Release one or more existing inventory reservations to free up that inventory.

salesforce_list_scheduling_service_territories

Get service territories for a workTypeId or workTypeGroupId.

salesforce_list_resources

The REST resources this org offers at the connector's API version (sobjects, query, search, composite, tooling, analytics, ui-api, chatter, connect, ...).

salesforce_list_community_personalization_targets

Get a list of targets that match the user context, based on the assigned audiences that include the user.

salesforce_get_rich_text_image

Download an image embedded in a rich text field.

salesforce_list_knowledge_articles

Published Knowledge articles the user can read (in the user's language), optionally filtered by text or data category, with each article's id, title, URL name and summary.

salesforce_update_chatter_stream

Get information about, update, or delete a Chatter feed stream.

salesforce_create_actions_standard_create_order_from_quote

Create or run: Create Order From Quote.

salesforce_create_wave_collection_items

Returns a list of Analytics collection items and creates or updates the collection item list.

salesforce_create_business_objectives_recommendations

Get, create, and update recommended actions for business objectives (goals).

salesforce_get_ui_actions_layout

Get information about the record layout used by a Create a Record or Update a Record quick action.

salesforce_get_chatter_feed_element_banner

Access the banner capability of a feed element.

salesforce_get_chatter_feeds_isolated

Get the URL to the isolated feed and a page of feed elements.

salesforce_delete_cms_contents_variant

Get, update, or delete a managed content variant.

salesforce_create_invoice_commerce_fulfillment_fulfillment_order

Create an invoice for a FulfillmentOrder that doesn't have one.

salesforce_delete_chatter_group_photo

The photo for the specified group.

salesforce_get_chatter_user_message

Get a private message for the context user.

salesforce_get_code_completions

Code completions for Apex system methods (query.type=apex) or Visualforce components (visualforce): the namespaces, classes and methods an editor would suggest.

salesforce_get_motifs_batch

Returns a set of small, medium, and large motif icons for the specified records.

salesforce_get_file_image

Get information about a file image.

salesforce_create_payments_merchant_saved_payment_methods

Retrieves all saved payment methods that belong to a particular merchant account or contact, or creates a saved payment method.

salesforce_get_topics_trending

Get the top five trending topics for the org.

salesforce_list_chatter_comment_comments_items

Get threaded comments for a comment.

salesforce_list_folder_items

Get information about the contents of a folder.

salesforce_list_recent_reports_for_report_type

The reports most recently created from one report type, by the user or by everyone else.

salesforce_list_custom_actions

The types of custom invocable actions in this org (flow, apex, quickAction, emailAlert, ...).

salesforce_list_content_hub_repository_file_previews

Get information about a repository file's supported previews.

salesforce_get_bulk_query_result_pages

The result pages of a finished query job as links that can be downloaded in parallel (API 62.0 and later).

salesforce_reservations_commerce_oci_reservation

Create an inventory reservation in Omnichannel Inventory.

salesforce_list_scheduling_waitlists

Get waitlist details with the list of participants.

salesforce_list_tabs

Every tab available to the user (object tabs, Lightning page tabs, web tabs), even ones they hid.

salesforce_update_community_personalization_audience

Get, update, and delete an audience.

salesforce_set_opportunity_line_item_schedules

Establish or re-establish the schedules of an opportunity product, replacing the existing ones.

salesforce_list_support_resources

The Knowledge and support resources available (data category groups, knowledge articles).

salesforce_create_analytics_notification

Subscribe someone to a report or dashboard on a schedule, optionally only when conditions are met.

salesforce_create_wave_collections

Returns a list of collections or creates a collection.

salesforce_create_commerce_extension_mappings

Get and set extension provider mappings, which associate an extension provider with a webstore.

salesforce_get_ui_actions_list_view

Get the header actions on list views.

salesforce_get_chatter_feed_element_bundle

Access the bundle capability of a feed element.

salesforce_get_chatter_feeds_landing

Get information about the landing feed and a page of feed elements.

salesforce_delete_cms_digital_asset_management_provider

Update or delete a digital asset management (DAM) provider instance.

salesforce_create_multiple_change_invoices_order_order_summaries

Create Invoices to represent the charges for one or more change orders.

salesforce_delete_chatter_group_record

Get information about a group record or remove the association between a record and a group.

salesforce_get_chatter_user_recommendation

Get the Chatter, custom, and static recommendations for the specified action for the context user.

salesforce_get_more_tooling_query_results

The next page of a Tooling API query (queryLocator from its nextRecordsUrl).

salesforce_get_named_credentials_credential

Get, create, refresh, update, replace, or delete a credential.

salesforce_get_file_info

Get information about a specified file, including references to external files.

salesforce_create_payments_payment_intents

Initiate a payment with Salesforce Payments.

salesforce_list_topic_endorsements

Endorsements on knowledgeable people for the specified topic.

salesforce_list_chatter_comment_likes

Get information about the likes for a comment.

salesforce_list_folder_share_recipients

The users, groups or roles a folder can be shared with.

salesforce_list_report_instances

The asynchronous runs of a report from the last 24 hours, with each instance id and status.

salesforce_list_global_quick_actions

The global quick actions (New Task, Log a Call, custom global actions) and their types.

salesforce_list_content_hub_repository_folder_allowed_item_types

Returns item types that are allowed to be created in the repository folder.

salesforce_list_bulk_ingest_jobs

List the org's Bulk API ingest jobs, newest first.

salesforce_transfers_commerce_oci_reservation

Transfer one or more inventory reservations between locations or location groups.

salesforce_update_scheduling_service_appointments

Create and update service appointment records, assign resources, and generate leads, including group appointments with multiple participants.

salesforce_request_sobjects_openapi_document

Ask Salesforce to generate an OpenAPI 3.0 document of this org's sObjects REST API, custom objects included (beta: an admin turns on "Enable Salesforce Platform REST API, OpenAPI Spec Generation" under Setup, User Interface).

salesforce_update_community_personalization_targets

Get a list of targets that match the user context, based on the assigned audiences that include the user.

salesforce_update_related_record

Update the one record a lookup relationship points to.

salesforce_create_batch

Create a request body with a batch of up to 25 subrequests and send them to the server in a single request to improve your application's performance.

salesforce_create_wave_dashboard_publishers

Returns a list of users who are assigned as publishers for the given dashboard.

salesforce_create_commerce_extension_providers

Get Commerce extension providers or register a Commerce extension provider.

salesforce_get_ui_actions_list_view_chart

Get the chart actions on list views.

salesforce_get_chatter_feed_element_call_collaboration

Access the call collaboration capability of a feed element.

salesforce_get_chatter_feeds_mute

Returns the URL for the mute feed for the context user.

salesforce_get_cms_channel

Get, update, or delete a managed content channel.

salesforce_create_multiple_commerce_fulfillment

Create FulfillmentOrders for multiple OrderDeliveryGroups in a single request.

salesforce_get_chatter_group

Get information about a Chatter group.

salesforce_get_chatter_user_recommendation_by_id_prefix

Get the Chatter, custom, and static recommendations for the specified action and key prefix for the context user.

salesforce_get_tooling_bulk_query_job

A Tooling API Bulk query job's state.

salesforce_get_named_credentials_external_auth_identity_provider

Get, update, and delete an external auth identity provider.

salesforce_get_file_preview

Get up to 500 pages in a file preview or get a specific page in a preview.

salesforce_delete_payments_merchant_account_methods_save_token

Store the setup intent and payment method details in the SavedPaymentMethod object.

salesforce_list_topic_files

Returns information about the five files most recently posted to the specified topic.

salesforce_list_chatter_comment_up_down_vote_items

Get a list of users who upvoted or downvoted a comment.

salesforce_list_folder_shares

Who a folder is shared with and at what access level (View, Edit, Manage).

salesforce_list_report_types

The report types the user can build reports from, grouped by folder (category), with each type's API name (Opportunity, CaseList, AccountList, ...), label and whether an admin hid it.

salesforce_list_object_quick_actions

The quick actions on an object (Log a Call, New Contact, custom actions) with their names and types.

salesforce_list_content_hub_repository_folder_items

Get information about the files and folders in a repository folder.

salesforce_list_bulk_query_jobs

List the org's Bulk API query jobs.

salesforce_update_commerce_oci_reservation

Updates an existing reservation in Omnichannel Inventory.

salesforce_update_scheduling_waitlist_participants

Move a participant to a specific position in a waitlist, to the top of the waitlist, or to the bottom of the waitlist.

salesforce_create_bot_version_activation

Get and change the activation information of a bot version.

salesforce_create_wave_dashboard_savedviews

Returns a list of dashboard saved views or creates a single view.

salesforce_create_commerce_promotions_composite_promotions

Create a new promotion and all of the associated objects, including segments, qualifiers, targets, and translations.

salesforce_get_ui_actions_list_view_record

Get the record actions on list views.

salesforce_get_chatter_feed_element_case_comment

Access the case comment capability of a feed element.

salesforce_get_chatter_feeds_news

Returns a URL to the feed elements for all feeds for the context user.

salesforce_get_cms_content

Get a piece of managed content.

salesforce_create_multiple_invoices_fulfillment_orders

Create Invoices for multiple FulfillmentOrders.

salesforce_get_chatter_group_banner_photo

Get, create, or delete the banner photo for a group.

salesforce_get_chatter_user_recommendation_by_object

Get the Chatter, custom, and static recommendations for the specified action and object ID for the context user.

salesforce_get_tooling_bulk_query_results

One CSV page of a finished Tooling API Bulk query job, with the next page's locator.

salesforce_get_named_credentials_external_credential

Get an external credential, including the named credentials and principals associated with it and the type and status of each principal.

salesforce_get_file_rendition

A rendition of the file.

salesforce_delete_payments_merchant_account_saved_payment_method

Deletes or updates (patches) a single saved payment method associated with a given merchant account.

salesforce_list_topic_groups

Get information about the five groups that most recently contributed to a topic.

salesforce_update_chatter_comment

Get information about, edit, or delete a comment.

salesforce_list_folders

Report and dashboard folders the user can see.

salesforce_run_report_async

Start an asynchronous run of a report (for reports that time out when run directly).

salesforce_list_standard_actions

List the standard invocable actions, e.g. emailSimple, chatterPost, submit, sendNotification, sendCustomNotification, generateDocument.

salesforce_list_content_hub_repository_item_permissions

Get or update the permissions of a repository file.

salesforce_update_bulk_ingest_job_state

Close an ingest job after its upload so Salesforce starts processing it ({ "state": "UploadComplete" }), or abort it ({ "state": "Aborted" }).

salesforce_create_bots_utterance_prediction_intent

Predict the intent of utterances for a bot.

salesforce_create_wave_dashboards

Returns a list of Analytics dashboard or creates a dashboard.

salesforce_create_management_import_category_jobs

Create a job to asynchronously import category data using a .csv file.

salesforce_get_ui_actions_lookup

Get the actions on lookup fields.

salesforce_get_chatter_feed_element_close

Get the closed status of a feed element.

salesforce_get_chatter_feeds_news_is_modified

Read: Note: We don't recommend exceeding one poll per minute..

salesforce_get_cms_contents_variant

Get, update, or delete a managed content variant.

salesforce_create_order_management_order_payment_summaries

Create an OrderPaymentSummary for an OrderSummary.

salesforce_get_chatter_group_membership

Access information about a member of a group, remove a member from a group, and update a group member's role.

salesforce_get_chatter_user_recommendation_by_object_category

Get the Chatter, custom, and static recommendations for the specified action and object category for the context user.

salesforce_get_tooling_object_info

Basic information about one Tooling API object and its recent records.

salesforce_get_named_credentials_identity_provider_credential

Get, create, and update external auth identity provider credentials.

salesforce_get_file_upload_config

Get the file upload config.

salesforce_get_payments_payment_intent_timeline

Retrieve the payment activity timeline for a payment intent.

salesforce_list_topic_knowledgeable_users

People who are knowledgeable about topics.

salesforce_update_chatter_comment_likes

Get information about the likes for a comment.

salesforce_replace_folder_shares

Replace every share of a folder with the given list.

salesforce_run_report_query

Run a report defined entirely in the request, without saving it.

salesforce_run_custom_action

Run a custom invocable action: an autolaunched flow (actionType flow), an invocable Apex method (apex), a quick action or an email alert.

salesforce_list_content_hub_repository_item_permissions_types

Get the permission types of a repository file.

salesforce_upload_bulk_ingest_job_data

Upload the records of an open ingest job, as CSV text with a header row of field API names (one upload per job, up to 100 MB).

salesforce_create_business_rules_decision_matrice

Create or run: Decision Matrix (Lookup Table) Performs a lookup on decision matrix rows based on the input values provided, and returns the row's output.Resource /connect/business-rules/decision-matrices/${matrixName} Resource Example /business-rules/decision-matrices/InsurancePremium Available version 55.0 Requires Chatter No HTTP methods POST...

salesforce_create_wave_data_connector_ingest

Triggers the Analytics connector to run a data sync.

salesforce_create_management_import_product_jobs

Create a job to asynchronously import product data using a .csv file.

salesforce_get_ui_actions_mru_list

Get the header actions on the most recently used (MRU) list view for objects.

salesforce_get_chatter_feed_element_content

Access the content capability of a feed element.

salesforce_get_chatter_feeds_pending_review

Get the URL to the pending review feed and a page of feed elements.

salesforce_get_cms_delivery_channel

Get a managed content delivery channel.

salesforce_distribute_quantities_fulfillment_pick_tickets

Distributes batch-picked quantities to orders that require the items picked.

salesforce_get_chatter_group_membership_request

Update the status of a request by an user to join a private group or get information about a request to join a private group.

salesforce_get_chatter_user_recommendation_by_object_enum

Get the static Chatter recommendation for the specified action and object type for the context user.

salesforce_get_tooling_record

One Tooling API record, e.g. an ApexClass with its Body (the source code) or a CustomField with its Metadata.

salesforce_get_named_credentials_named_credential_setup

Get a list of named credentials in the org.

salesforce_get_files_batch

Information about a list of files, specified by file IDs.

salesforce_get_payments_payment_link_config

Retrieve the payment link details.

salesforce_list_topic_related_topics

Get up to five topics most closely related to a topic.

salesforce_update_chatter_comment_status

Access the status capability of a comment or set the status of a comment.

salesforce_update_folder

Rename or move a folder.

salesforce_run_report_with_filters

Run a report with changed filters, groupings or columns without saving it.

salesforce_run_global_quick_action

Run a global quick action by name (CreateContact, NewTask, LogACall, a custom global action), which creates a record.

salesforce_update_content_hub_repository_file

Get information about or update a Files Connect repository file.

salesforce_create_business_rules_decision_table

Create or run: Decision Table (Lookup Table) Performs a lookup on a decision table.Resource /connect/business-rules/decision-table/${decisionTableId} Resource Example /decision-table/0lDB0000000TNQzMAO Available version 55.0 Requires Chatter No HTTP methods POST Request body for POST JSON example { "conditions": { "conditionsList": [ {...

salesforce_create_wave_data_connector_source_object_data_preview

Returns a preview of the source object data that the Analytics connector knows about.

salesforce_create_management_webstore_composite_products

Add a product to your store and associate it with the specified category and media records.

salesforce_get_ui_actions_photo

Get the photo actions for pages.

salesforce_get_chatter_feed_element_dashboard_component_snapshot

Access the dashboard component capability of a feed element.

salesforce_get_chatter_feeds_people

Returns a URL to the feed elements for all the people the context user is following.

salesforce_get_cms_delivery_channel_collection

Get collection items for a channel or Experience Cloud site.

salesforce_ensure_funds_async_order_management_order_summary

Ensure funds for an Invoice and apply them to it and optional define a sequence to capture payments in.

salesforce_get_chatter_group_memberships_batch

Access information about a list of group members.

salesforce_get_chatter_user_settings

Get information about an user's global Chatter settings.

salesforce_list_apex_tests

The Apex test classes and automated flow tests in the org and their test methods (Test Discovery API, 65.0 and later).

salesforce_get_named_credentials_named_setup_by_developer_name

Get, update, and delete a named credential.

salesforce_list_file_file_shares

Get the users, groups, or records with which a file has been shared.

salesforce_get_payments_payment_method_set

Retrieve a list of all configured payment method sets.

salesforce_list_topic_topic_opt_outs

Topic opt outs.

salesforce_update_chatter_comment_up_down_vote

Get the upvotes and downvotes for a comment.

salesforce_update_folder_by_folder

Get information about the specified folder.

salesforce_update_hidden_report_types

Hide report types from (or show them again in) the report builder.

salesforce_run_object_quick_action

Run a quick action on an object, which usually creates a record (a call log, a related contact).

salesforce_update_content_hub_repository_item_permissions

Get or update the permissions of a repository file.

salesforce_create_business_rules_decision_table_definitions

Create or run: Decision Table Definitions (POST) Create a decision table definition.

salesforce_create_wave_data_connector_source_object_fields

Returns a list of source fields for a particular source object.

salesforce_create_management_webstore_composite_variations

Create variation products with media and pricing details for a given parent product.

salesforce_get_ui_actions_record_record_edit

Get the actions on a record edit page.

salesforce_get_chatter_feed_element_direct_message

Access the direct message capability of a feed element.

salesforce_get_chatter_feeds_record

Returns a URL to the feed elements for all the records the context user is following, or a URL to all the feed elements of the specified recordId.

salesforce_get_cms_delivery_channel_content

Get a piece of published content for a channel or Experience Cloud site.

salesforce_ensure_refunds_async_order_management_order_summary

Ensure refunds for a CreditMemo or excess funds by sending a request to a payment provider.

salesforce_get_chatter_group_my_settings

Get information about the context user's Chatter settings for the specified group.

salesforce_get_chatter_users_batch_user_list

Returns information about the specified users' profiles.

salesforce_list_tooling_bulk_query_jobs

The Tooling API Bulk query jobs.

salesforce_list_named_credentials_auth_identity_providers

Get a list of external auth identity providers in the org.

Connect Salesforce to Claude, ChatGPT and Claude Code

Authorize once, then an endpoint your client signs into. Nothing to deploy, and nothing to install on the Salesforce side.

In Salesforce Setup open External Client App Manager and create an app with OAuth on, PopMCP's callback as the Callback URL and the api and refresh_token scopes. Copy its Consumer Key and Consumer Secret into PopMCP, then click Sign in with Salesforce and allow access.

Salesforce login addressLeave empty for a production org
Consumer Key3MVG9...
Consumer Secret••••••••••••3f7a
Authorize PopMCP on SalesforceAuthorize

Then just ask for the work

  • “Pull up everything we have on Acme Corp before my 2pm call: open opportunities, recent cases and the last few activities”

    • find_records
    • get_record_context
  • “List every opportunity in Negotiation closing this month, with owner and amount, biggest first”

    • describe_object
    • query_records
  • “Run my Pipeline by Stage report and tell me which stage holds the most money”

    • run_report_table
  • “Log today's call with Dana Lee at Northwind and book a follow-up meeting with her next Tuesday at 10am”

    • find_records
    • log_activity
  • “Add these leads from my spreadsheet to Salesforce and tell me which ones failed and why”

    • describe_object
    • bulk_load_records

Use Salesforce from the assistant you already open

One hosted endpoint, registered once per client. The same tools and the same permissions, whichever window the request comes from.

Claude DesktopCustom connector

Add the PopMCP URL under Customize → Connectors and the tools appear in every chat.

Claude WebCustom connector

The same endpoint, registered in the browser. Nothing to install on the machine you are working from.

ChatGPTCustom connector

Register PopMCP as a custom connector, then let ChatGPT read and update the account.

CodexDesktop & CLI

Wire the endpoint into Codex or the Codex CLI when a task needs live business context, not a fixture.

OpenCodeCoding agent

Register the remote MCP server in OpenCode's config for terminal-first and scripted agent runs.

ZCodeDesktop app

Add PopMCP as an MCP server in Z.ai's desktop app and work the account from the same window.

Salesforce MCP server questions

What teams ask before putting Salesforce behind an AI client.

What do I need from Salesforce to connect the Salesforce MCP server?

A Salesforce org on an edition with API access (Enterprise, Unlimited, Performance or Developer, or Professional with the API add-on), a user with the API Enabled permission, and your own External Client App. In Setup open External Client App Manager, choose New External Client App, turn on Enable OAuth, paste https://app.popmcp.com/api/providers/salesforce/callback as the Callback URL and add the Manage user data via APIs (api) and Perform requests at any time (refresh_token, offline_access) scopes. Copy the Consumer Key and Consumer Secret into PopMCP and click Sign in with Salesforce. Salesforce does not review the app first, your password is never shared, and the secret is stored encrypted.

Does it work with sandboxes, Developer Edition orgs and My Domain logins?

Yes. Leave the login address empty for a production or Developer Edition org, type sandbox for a sandbox, or paste your My Domain address, or any Salesforce page you have open, if your company signs in only through its own domain. After sign-in PopMCP sends every call to the org's own My Domain host that Salesforce names, and a sandbox connection is labeled as one.

Which Salesforce org and data can the AI reach?

One org per connection, working as the Salesforce user who signed in. Their profile, permission sets, field-level security and sharing rules decide which objects, fields and records the AI can see or change, exactly as in Salesforce, and custom objects and fields work like standard ones. To work across several orgs, or a sandbox and production, add one connection for each.

Can the AI run SOQL, reports and bulk jobs in Salesforce?

Yes. query_records builds a SOQL query from an object, fields and conditions and checks every field name first, while run_soql_query and run_sosl_search take raw SOQL or SOSL and page through large results. run_report_table runs a report by name and returns plain rows with group totals. bulk_query handles exports too large for normal paging, and bulk_load_records inserts, updates, upserts or deletes thousands of records in one call and reports the rows that failed.

What if Salesforce says the app must be installed into the org?

That message, often shown as OAUTH_APPROVAL_ERROR_GENERIC, means your org only lets approved apps sign in. A Salesforce admin can connect first, since admins hold the Approve Uninstalled Connected Apps permission, or install the app once from Setup, Connected Apps OAuth Usage, after which everyone else in the org can connect.

Does PopMCP use my org's Salesforce API limits?

Yes. Every call counts toward your org's daily API request allowance, the same pool your other integrations draw on. get_org_limits shows what is left, and composite tools such as get_record_context read a record and all its related lists in a single request to save calls.

Can PopMCP react when records change in Salesforce?

Yes, with nothing to set up inside Salesforce. PopMCP checks on a short cycle for accounts, contacts, leads, opportunities, cases, tasks, meetings, campaigns, orders and users that were created or changed, and for accounts, contacts, leads, opportunities and cases that were deleted. Three more watch a level you set: daily API requests running low, and data or file storage running high.

Do I have to run or host the Salesforce MCP server myself?

No. PopMCP hosts it and gives you a Streamable HTTP MCP URL. There is nothing to deploy, no callback URL to register, and no infrastructure to keep running or patch.

Which AI clients can use this MCP server?

Any client that supports a remote Streamable HTTP MCP server: Claude Desktop, Claude Web, Claude Code, ChatGPT custom connectors, Codex and the Codex CLI, OpenCode and Z.ai's ZCode, as well as editors such as Cursor, Windsurf and Zed. Your client signs in to PopMCP with OAuth; the provider credential never leaves the server.

How do I connect Salesforce to Claude Code?

Connect Salesforce in PopMCP first, then run claude mcp add --transport http popmcp https://app.popmcp.com/mcp in a terminal. Inside Claude Code, run /mcp and sign in to PopMCP in the browser window it opens, ticking Salesforce on the consent screen. The Salesforce tools are then available in that session, and no Salesforce credential is stored on your machine.

Why do only 43 of the 1500 tools load by default?

Loading 1500 tool definitions into every conversation burns context before the work starts. PopMCP loads a curated 43-tool set covering the everyday workflows and keeps the rest searchable, so your AI pulls a specialist tool only when a task needs it. Every tool stays searchable, and on Scale the owner can load the full catalog for a teammate's connection.

What is the difference between a tool and a trigger?

A tool is something your AI calls, and there are 1500 here. A trigger is something PopMCP watches for you: 18 Salesforce events that can start work on the PopMCP side. Triggers never enter your AI client's context, and none of them ask you to paste a callback URL into Salesforce.

Connect Salesforce to your AI in minutes

Launch a hosted MCP endpoint for Salesforce, keep tool access under control, and start testing real workflow prompts right away.

Connect your first MCP