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Salesforce MCP, CLI, and Lua Integration for AI Agents

Salesforce integration docs for AI agents: MCP gateway setup, Salesforce CLI commands, Lua API reference, credentials, and function schemas.

18 functions 10 read 8 write Manual OAuth token auth
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Salesforce for agents

Credentials can be configured manually in web or CLI hosts.

Use this integration from Lua code mode, the headless integrations CLI, or the KosmoKrator MCP gateway. The same package metadata powers all three surfaces.

Machine-Readable Metadata
integration_slug
salesforce
route_slug
salesforce
package
salesforce
auth_strategy
oauth2_manual_token Manual OAuth token
cli_setup_supported
true
cli_runtime_supported
true
mcp_gateway_supported
true
lua_supported
true
supports_multi_account
true

Quick Links

Lua APIAgent-facing namespace and function reference. Salesforce CLIHeadless setup and direct function calls. Salesforce MCPMCP gateway setup for external clients. Submit feedbackReport missing tools, auth problems, wrong docs, or runtime issues. ContributeAdd tools or improve metadata in the integrations repo.

Salesforce MCP Client Matrix

Use these pages when a specific agent client or framework needs copy-pasteable MCP setup for Salesforce.

Claude Code Salesforce MCP setup for Claude Code. Cursor Salesforce MCP setup for Cursor. Codex Salesforce MCP setup for Codex. OpenAI Agents Salesforce MCP setup for OpenAI Agents SDK. Claude Agent SDK Salesforce MCP setup for Claude Agent SDK. Vercel AI SDK Salesforce MCP setup for Vercel AI SDK. LangChain Salesforce MCP setup for LangChain. LangGraph Salesforce MCP setup for LangGraph. CrewAI Salesforce MCP setup for CrewAI. MCP clients Salesforce MCP setup for Generic MCP Clients.

Salesforce CLI Matrix

Use these pages for direct Salesforce CLI workflows in scripts, CI, cron, and agent wrappers.

CI Salesforce CLI for CI. Cron Jobs Salesforce CLI for cron jobs. Shell Scripts Salesforce CLI for shell scripts. Headless Automation Salesforce CLI for headless automation. Coding Agents Salesforce CLI for coding agents.

Function Catalog

FunctionTypeParametersDescription
salesforce.salesforce_create_lead Write write 8 Create a new lead in Salesforce. Supports FirstName, LastName, Company, Email, Phone, Title, Website, and additional custom fields via other_fields. Returns the created lead ID and success status.
salesforce.salesforce_get_lead Read read 1 Retrieve a Salesforce lead by its ID. Returns the lead's fields, attributes, and associated data.
salesforce.salesforce_update_lead Write write 7 Update an existing Salesforce lead by ID. Supports FirstName, LastName, Company, Email, Phone, and additional custom fields via other_fields. Returns success confirmation on completion.
salesforce.salesforce_create_contact Write write 7 Create a new contact in Salesforce. Supports FirstName, LastName, Email, Phone, AccountId, Title, and additional custom fields via other_fields. Returns the created contact ID and success status.
salesforce.salesforce_get_contact Read read 1 Retrieve a Salesforce contact by its ID. Returns the contact's fields, attributes, and associated data.
salesforce.salesforce_create_account Write write 7 Create a new account in Salesforce. Supports Name, Website, Phone, Industry, BillingCity, BillingCountry, and additional custom fields via other_fields. Returns the created account ID and success status.
salesforce.salesforce_get_account Read read 1 Retrieve a Salesforce account by its ID. Returns the account's fields, attributes, and associated data.
salesforce.salesforce_update_account Write write 5 Update an existing Salesforce account by ID. Supports Name, Website, Phone, and additional custom fields via other_fields. Returns success confirmation on completion.
salesforce.salesforce_create_opportunity Write write 6 Create a new opportunity in Salesforce. Supports Name, Amount, StageName, CloseDate, AccountId, and Probability. Returns the created opportunity ID and success status.
salesforce.salesforce_get_opportunity Read read 1 Retrieve a Salesforce opportunity by its ID. Returns the opportunity's fields, attributes, and associated data.
salesforce.salesforce_query Read read 1 Execute a SOQL (Salesforce Object Query Language) query. Use SOQL to search records in Salesforce. Example: SELECT Id, Name FROM Account LIMIT 10 Returns query results with total size and records.
salesforce.salesforce_search Read read 1 Execute a SOSL (Salesforce Object Search Language) search. Use SOSL for text-based searches across multiple object types. Example: FIND {test} IN ALL FIELDS RETURNING Account(Id, Name) Returns search results grouped by object type.
salesforce.salesforce_describe_object Read read 1 Get metadata for a Salesforce object type. Returns field definitions, relationships, record types, and other metadata. Example object types: Account, Contact, Lead, Opportunity, Case, Task, User.
salesforce.salesforce_list_objects Read read 0 List all available Salesforce objects (standard and custom). Returns object names, labels, and key prefixes.
salesforce.salesforce_create_task Write write 7 Create a new task in Salesforce. Supports Subject, Description, Status, Priority, WhoId (contact/lead), WhatId (account/opportunity), and ActivityDate. Returns the created task ID and success status.
salesforce.salesforce_create_case Write write 7 Create a new case in Salesforce. Supports Subject, Description, Status, Priority, Origin, ContactId, and AccountId. Returns the created case ID and success status.
salesforce.salesforce_list_recent Read read 1 List recently accessed items in Salesforce. Returns recently viewed or modified records across all object types. Optionally specify a limit to control the number of items returned.
salesforce.salesforce_get_user Read read 1 Retrieve a Salesforce user by their ID. Returns the user's name, email, profile, role, and other fields.