Salesforce Sales Explorer MCP server ​

The Salesforce Sales Explorer MCP server enables LLMs to work with leads, accounts, contacts, opportunities, tasks, events, and products in Salesforce. It provides tools to search for records, retrieve details, create new entries, and update existing information through natural conversation.

Uses ​

Use the Salesforce Sales Explorer MCP server when you plan to perform the following actions:

• Search for leads, accounts, contacts, opportunities, tasks, and products
• Retrieve detailed information about specific sales records
• Create new leads, accounts, contacts, opportunities, tasks, and events
• Update existing sales records with new information or status changes
• Add product line items to opportunities
• Execute SOQL queries for custom data retrieval
• Retrieve schema information for Salesforce objects

Example prompts ​

Use the following example prompts to invoke Salesforce Sales Explorer MCP server tools:

• Find all qualified leads from last month.
• Show me opportunities closing this quarter over $100k.
• Get details on the Acme Corp account.
• Create a lead for Jane Smith at TechCo.
• Update the Acme renewal opportunity to Negotiation stage.
• Schedule a call with the customer for tomorrow at 2pm.
• Add the Enterprise subscription product to this opportunity.
• What are my high-priority tasks due this week?

Salesforce Sales Explorer MCP server tools ​

The Salesforce Sales Explorer MCP server provides the following tools:

Install the Salesforce Sales Explorer MCP server ​

Complete the following steps to install a prebuilt MCP server to your project:

Salesforce connection setup ​

openssl req -x509 -sha256 -nodes -newkey rsa:2048 \
  -keyout server.key \
  -out server.crt \
  -days 365 \
  -subj "/CN=Your App Name/O=Your Organization/C=US"

How to use Salesforce Sales Explorer MCP server tools ​

Refer to the following sections for detailed information on available tools:

search_leads tool ​

The search_leads tool searches for leads matching the criteria you specify. Your LLM uses this tool when you need to find, list, filter, or retrieve leads by ID, status, source, owner, company, or date ranges.

Try asking:

• Find leads from last week.
• Show me all open leads.
• Find leads from Acme Corp.
• Show me qualified leads assigned to me.
• Find leads from the trade show.
• Show me leads created this month.

search_accounts tool ​

The search_accounts tool searches for accounts matching criteria you specify. Your LLM uses this tool when you need to find, list, filter, or retrieve accounts by ID, name, type, industry, owner, or parent account.

Try asking:

• Find accounts in the technology industry.
• Show me all customer accounts.
• Find Acme Corp account.
• Show me prospect accounts owned by Sarah.
• Find child accounts of Acme Corp.
• Show me accounts created this quarter.

search_contacts tool ​

The search_contacts tool searches for contacts matching criteria you specify. Your LLM uses this tool when you need to find, list, filter, or retrieve contacts by ID, name, account, title, email, or owner.

Try asking:

• Find contacts at Acme Corp.
• Find Jane Smith in Salesforce.
• Show me all VP-level contacts.
• Find contact with email jane@acme.com.
• Show me contacts owned by John.
• Get Jane Smith's contact information.

search_opportunities tool ​

The search_opportunities tool searches for opportunities matching criteria you specify. Your LLM uses this tool when you need to find, list, filter, or retrieve opportunities by ID, name, account, stage, close date, amount, or owner.

Try asking:

• Find deals closing this quarter.
• Find the Acme Corp renewal opportunity.
• Show me all opportunities in negotiation stage.
• Find deals over $100k.
• Show me opportunities I'm working on.
• Show me deals closing next month.

search_tasks tool ​

The search_tasks tool searches for tasks matching criteria you specify. Your LLM uses this tool when you need to find, list, filter, or retrieve tasks by ID, subject, status, priority, due date, owner, or related records.

Try asking:

• Find my tasks for this week.
• Find tasks about contract review.
• Show me open tasks.
• Show me high-priority tasks.
• What tasks are due today?
• Show me tasks for the Acme Corp account.

search_products tool ​

The search_products tool searches for products in the Salesforce product catalog. Your LLM uses this tool when you need to find, list, or retrieve products by ID, name, product code, or active status.

Try asking:

• Find products in our catalog.
• Find the Enterprise subscription product.
• Find product SKU-12345.
• Show me software products.
• Show me discontinued products.
• What products can I add to this opportunity?

upsert_lead tool ​

The upsert_lead tool creates a new lead if it doesn't exist, or updates an existing lead if you provide the lead ID. Your LLM uses this tool when you need to create a new prospect or update lead information.

Try asking:

• Create a lead for Josh Hernandez at Acme Corp.
• Log this person as a lead.
• Update the lead status to Qualified.
• I met Jade Anderson from TechCo at the conference - create a lead.
• Assign this lead to Sarah.
• Update the lead - they're interested in the enterprise plan.

upsert_account tool ​

The upsert_account tool creates a new account if it doesn't exist, or updates an existing account if provided with account ID. Your LLM uses this tool when you need to create a new company record or update account information.

Try asking:

• Create an account for Acme Corp.
• Update Acme Corp's industry to Technology.
• Add this company to Salesforce.
• Update the account - their revenue is $50M.
• Reassign this account to John.

upsert_contact tool ​

The upsert_contact tool creates a new contact if it doesn't exist, or updates an existing contact if you provide the contact ID. Your LLM uses this tool when you need to create a new person record or update contact information.

Try asking:

• Create a contact for Jane Smith.
• Update Jane's email address.
• Add John Doe as a contact at Acme Corp.
• Save this person's information as a contact.

upsert_opportunity tool ​

The upsert_opportunity tool creates a new opportunity if it doesn't exist, or updates an existing opportunity if you provide the opportunity ID. Your LLM uses this tool when you need to create a new sales deal or update opportunity information.

Try asking:

• Create an opportunity for Acme Corp renewal.
• Update the Acme deal amount to $100k.
• Move this opportunity to Negotiation stage.
• Push the close date to end of quarter.
• Create an opportunity for what we just discussed.

upsert_task tool ​

The upsert_task tool creates a new task if it doesn't exist, or updates an existing task if you provide the task ID. Your LLM uses this tool when you need to create a to-do item or update task information, and can link tasks to leads, accounts, contacts, or opportunities.

Try asking:

• Create a task to follow up with Acme Corp.
• Remind me to call them next week.
• Make a task for what we discussed.
• Create a task for this opportunity to send the proposal.
• Mark that task as completed.
• Push the task due date to Friday.

upsert_event tool ​

The upsert_event tool creates a new calendar event if it doesn't exist, or updates an existing event if you provide the event ID. Your LLM uses this tool when you need to schedule a meeting, call, or calendar activity with specific date and time.

Try asking:

• Schedule a call with Acme Corp for tomorrow at 2pm.
• Put a meeting on my calendar for Friday at 10am.
• Move that meeting to next Tuesday.
• Schedule a demo for this opportunity on Wednesday.

add_opportunity_line_item tool ​

The add_opportunity_line_item tool adds a product line item to an existing opportunity. Your LLM uses this tool when you need to add products or services to a sales deal.

Try asking:

• Add the Enterprise subscription to this opportunity.
• Add 5 licenses to the Acme deal.
• Add the product at $1000 per unit to this opportunity.
• Add the Professional Services package to the renewal deal.

retrieve_semantic_model tool ​

The retrieve_semantic_model tool retrieves schema information for a Salesforce object you specify, including field names, field types, field labels, relationships to other objects, and field-level permissions. Your LLM uses this tool when you need to understand object structure before building queries or creating records.

Try asking:

• What fields are available on the Lead object?
• Show me the schema for Opportunity.
• What are the field types for Account?
• Get the object structure for Contact.

execute_soql_query tool ​

The execute_soql_query tool executes SOQL queries in Salesforce. Your LLM uses this tool after reviewing semantic models to build custom queries that answer specific questions about your Salesforce data.

Try asking:

• Query all opportunities with amount greater than $50k closing this quarter.
• Find accounts in the technology industry with annual revenue over $10M.
• Get all contacts associated with closed-won opportunities.
• Query tasks due this week for my team members.

Getting started ​

View and manage your MCP server tools in the Overview page Tools section. Tool management provides the following capabilities:

• Start tools
• Remove tools
• Edit tools
• Add tools
• Edit your LLM-facing MCP server description