Salesforce
Query and act on Salesforce CRM data and Customer 360 via Agentforce.
Salesforce
Query and act on Salesforce CRM data and Customer 360 via Agentforce. With Lunar.dev MCPX, the MCP Gateway for secure and governed tool access, you connect the Salesforce MCP server to Claude, ChatGPT, Cursor, and any MCP client through one gateway that routes, authenticates, and governs every Salesforce tool call against your policies.
Why MCPX
MCPX is Lunar.dev's MCP Gateway. It sits between your AI agents and your MCP servers as a single gateway for every tool call, routing, authenticating, and governing traffic against your policies. Connect Salesforce once and govern it everywhere: role-based access per agent with on-behalf-of attribution, real-time visibility, and an immutable audit trail of who did what, all deployable inside your own VPC.
Tools content
- describe_object · Read-only
Understand any object in your org — see every field, relationship, and picklist value before you query or update it. - get_record · Read-only
Pull up the full details of any record instantly — accounts, contacts, opportunities, or custom objects. - list_objects · Read-only
See everything available in your Salesforce org at a glance, including custom objects your team has built. - run_soql_query · Read-only
Ask questions about your data in plain language and get precise, filtered results — pipeline by stage, leads by source, cases by priority. - run_sosl_search · Read-only
Find records across your entire org by keyword — even when you're not sure where the data lives. - apex_execute · Write
Trigger custom business logic built by your team — run approval workflows, sync processes, or any Apex endpoint. - create_record · Write
Add new leads, contacts, opportunities, or any record type directly through conversation — no form-filling required. - delete_record · Write
Remove outdated or duplicate records. - tooling_execute · Write
Inspect and manage your org's configuration — review custom fields, flows, validation rules, and Apex classes. - update_record · Write
Edit any record through conversation — update deal stages, reassign owners, change statuses, or modify any field.
Frequently asked questions
What is the Salesforce MCP server?
Query and act on Salesforce CRM data and Customer 360 via Agentforce. Through Lunar.dev MCPX, Salesforce connects to any MCP-compatible AI client behind a single governed gateway.
How do I connect Salesforce to MCPX?
Add the Salesforce server in the MCPX control plane or your app.yaml, then point your AI client at your MCPX gateway. MCPX handles OAuth and routes every Salesforce call through the gateway.
Is the Salesforce MCP server official?
Yes. Salesforce is an official, vendor-published MCP server, and MCPX governs it like any other server in your catalog.
What authentication does Salesforce use with MCPX?
Salesforce uses OAuth. MCPX enforces authentication at the gateway with token-based auth, OAuth, and role-based profiles, so you control which agents can invoke it.
How many tools does Salesforce expose in MCPX?
Salesforce's tools can be enabled or disabled individually in MCPX for least-privilege access.
