Salesforce MCP Server
Salesforce integration using OAuth2. Write operations disabled by default per integration. 700+ tools covering SOQL, SOSL, REST, and CRUD, individually selectable. Requires a DataGrout account.
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Overview
DataGrout's Salesforce MCP Server connects AI agents to Salesforce through OAuth2, using DataGrout's application credentials or your own. Write operations are disabled by default and require explicit configuration per integration. 700+ tools cover CRM objects — leads, opportunities, cases, campaigns — via SOQL, SOSL, REST, and CRUD, individually selectable rather than exposed as one fixed set. Go to the DataGrout GitHub and set up using command line interface - <u>https://github.com/DataGrout/conduit-sdk</u>
Installation
Installation instructions are not available yet.
Configuration
{
"mcpServers": {
"DataGrout": {
"url": "https://gateway.datagrout.ai/servers/YOUR_UUID/mcp",
"headers": {
"Authorization": "Bearer YOUR_TOKEN"
}
}
}
}Capabilities
- Query CRM records with SOQL
ask your assistant to run a `salesforce@v1/soql@v1` SELECT query to retrieve leads, opportunities, cases, or campaigns.
- Call any Salesforce REST endpoint
instruct your assistant to use `salesforce@v1/rest@v1` to GET data from a specific REST API endpoint.
- Search across objects with SOSL
have your assistant perform a text-based search across multiple CRM objects using one of the enabled SOSL tools.
- Perform CRUD operations on CRM objects
once write access is explicitly enabled per tool, your assistant can create, update, or delete records via the appropriate CRUD tools.
Tags
- customer-ops
- crm
- marketing-automation
- security
- identity
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