Salesforce

Salesforce

Salesforce is a leading CRM platform integrating sales, service, marketing, and analytics to build customer relationships and drive business growth

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Install MCP Server

Paste and run this command in your terminal to set up Cursor with MCP

npx @composio/cli add cursor --app salesforcenpx @composio/cli add cursor --app salesforcenpx @composio/cli add cursor --app salesforcenpx @composio/cli add cursor --app salesforce

After running the command, restart Cursor to start using the MCP Server.

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Available Tools

Create Salesforce Account

Creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.

Add Contact To Campaign

Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.

Add Lead To Campaign

Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.

Add Product To Opportunity

Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.

Apply Lead Assignment Rules

Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.

Associate Contact To Account

Associates a contact with an account by updating the contact's accountid field.

Clone Opportunity With Products

Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.

Clone Record

Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.

Complete Task

Marks a task as completed with optional completion notes. this is a convenience action that updates the task status to 'completed'.

Create Account

Creates a new account in salesforce with the specified information.

Create Campaign

Creates a new campaign in salesforce with the specified information.

Create Campaign Record

Creates a new campaign record in salesforce; if 'parentid' is provided, it must be a valid id of an existing campaign record, and if 'ownerid' is provided, it must be a valid id of an active user.

Create Contact

Creates a new contact in salesforce with the specified information.

Create Lead

Creates a new lead in salesforce with the specified information.

Create Lead

Creates a new lead in salesforce, requiring `lastname` and `company` unless person accounts are enabled and `company` is null.

Create A New Contact

Creates a new contact in salesforce; 'lastname' is required, an existing 'accountid' must be used if provided, and any custom fields (ending with ' c') must be predefined.

Create Note

Creates a new note attached to a salesforce record with the specified title and content.

Create A Note Record

Creates a new note record in salesforce, associated with an existing salesforce object via `parentid`, automatically including a `content-type: application/json` header.

Create Opportunity

Creates a new opportunity in salesforce with the specified information.

Create Opportunity Record

Creates a new opportunity record in salesforce; `name`, `stagename`, and `closedate` are mandatory, and ensure any referenced ids (e.g., `accountid`, `campaignid`) are valid and corresponding salesforce features are enabled if used.

20 actions available