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.

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 Lead

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

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.

Execute Soql Query

Executes the provided soql query against salesforce; the query must begin with 'select'.

Fetch Modified Or Unmodified Sobjects

Fetches sobjects from `/sobjects` based on caller-set 'if-modified-since' (returns objects modified after a date, or 304 status if none) or 'if-unmodified-since' (returns objects if unmodified since a date, or 412 status if modified) http headers.

Query Contacts By Name

Finds salesforce contact records by name using a case-insensitive search.

Remove Account By Unique Identifier

Deletes an existing salesforce account using its unique id, returning an empty response on success (http 204).

Retrieve Account Data And Error Responses

Retrieves comprehensive metadata for the salesforce account sobject, detailing its properties, recent records, and related resource urls.

Retrieve Campaign Data With Error Handling

Retrieves comprehensive information and metadata for the salesforce campaign sobject, provided it is enabled and accessible in the organization, and features robust error handling.

Retrieve Lead By Id

Retrieves details for a salesforce lead by its id; the specified lead id must exist in salesforce.

Retrieve Lead Data With Various Responses

Retrieves lead sobject data from salesforce, such as recently viewed leads or general lead object information.

Retrieve Note With Conditions

Retrieves a salesforce note object by its id, optionally specifying which fields to return; the note id must exist.

Retrieve Opportunities Data

Retrieves all available opportunity records, representing potential revenue-generating deals, from salesforce.

Retrieve Specific Contact By Id

Retrieves a salesforce contact by its unique id; the id must correspond to an existing contact record in salesforce.

Update Contact By Id

Updates specified fields of an existing salesforce contact by its id; at least one field must be provided for modification.

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