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User Guide🧩 Available MCP ServersSalesforce - SObject Reads

Salesforce - SObject Reads

Connect to Salesforce’s official Hosted MCP SObject Reads server to read and search Salesforce object data in read-only mode.

Key Features

  • Retrieve Salesforce object schema and user information
  • Run SOQL queries and SOSL searches
  • View recently accessed SObject records
  • Retrieve related records

Basic Information

Authentication Method

Uses Salesforce OAuth authentication.

Input Parameters

  • consumerKey (Required): Consumer Key of the Salesforce External Client App (ECA)
  • consumerSecret (Required): Consumer Secret of the Salesforce External Client App (ECA)
  • useSandbox (Optional): Whether to connect to a Salesforce Sandbox environment

Salesforce Setup Method

This Integration requires a Salesforce External Client App (ECA) and an activated Hosted MCP server.

  1. Create an External Client App by following the Salesforce official guide .
  2. Register the Callback URL shown in the AIP OAuth setup screen as the External Client App Callback URL.
  3. Enter the External Client App Consumer Key and Consumer Secret in the AIP consumerKey and consumerSecret fields.
  4. Activate the sobject-reads server under Salesforce Setup → API Catalog → MCP Servers. See the Salesforce MCP server activation guide  for details.

Supported MCP Tools

soqlQuery

Runs a SOQL query to retrieve Salesforce records.

listRecentSobjectRecords

Retrieves specific SObject records that the user has recently viewed or modified.

getUserInfo

Retrieves identification and context information for the currently authenticated Salesforce user.

getRelatedRecords

Retrieves related child records by following relationships from a parent record.

getObjectSchema

Retrieves Salesforce object schema information in a format that is easy for the LLM to use.

find

Runs a SOSL-based text search to find data across multiple Salesforce objects.

Usage Examples

For example,

  • if you enter a prompt like “Show me the Opportunities created this month”,
  • the LLM calls the soqlQuery tool through MCP,
  • and responds in the chat based on the tool result.

Other example prompts:

  • “Show me the field structure of the Contact object”
  • “Show me the Case records I viewed recently”
  • “Retrieve the related child records for this Account”

Notes

  • This read-only server does not support creating, updating, or deleting records.
  • Available data depends on your Salesforce object and field permissions.
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