Salesforce
CRM platform with full SObject CRUD, SOQL/SOSL queries, schema discovery, and relationship traversal — all governed by org security model.
Overview
Salesforce is the world's leading CRM platform, providing sales, service, marketing, and commerce capabilities. It supports custom objects, workflow automation via Flows and Apex, analytics via Tableau, and a comprehensive REST API for data access.
Ferentin Integration
Salesforce Hosted MCP Servers run on Salesforce infrastructure and expose 9 tools for the sobject-all server — SOQL/SOSL queries, SObject CRUD, relationship traversal, schema discovery, and user context. All operations enforce per-user OAuth 2.0 with PKCE and respect the org security model including field-level security, object permissions, and sharing rules. 8 hosted servers available for different access patterns: sobject-all, sobject-reads, sobject-mutations, sobject-deletes, data-cloud-queries, metadata-experts, salesforce-api-context, and engagement-interaction.
Capabilities
Security Features
- oauth2 pkce
- field level security
- object permissions
- sharing rules
- jwt access tokens
- per user authorization
Authentication
mcp_apirefresh_token
Salesforce MCP Server configuration overview
Configure Salesforce instance basic information
Configure OAuth2 credentials from your Salesforce External Client App
Review the 9 available Salesforce tools (SOQL, SOSL, SObject CRUD, schema discovery)
Built-in prompts for account briefings and revenue reconciliation
