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Salesforce MCP Server: Every Endpoint, Tool, and What AI Agents Can Do

A complete map of Salesforce's hosted MCP servers: the four SObject endpoints, every tool they expose, product servers, custom tools, and what an AI agent can do with each.

Author
Ignacio Malpartida · GTM Engineer
Published
Read time
7 min read
Salesforce MCP Server: Every Endpoint, Tool, and What AI Agents Can Do
DATA ENGINEERING

What does the Salesforce MCP server cover?

Short answer: Salesforce's hosted MCP (Model Context Protocol) lets an AI client such as Claude or ChatGPT work with your org through a fixed set of servers. Four SObject servers handle CRM records: sobject-reads (query and search), sobject-mutations (create and update), sobject-deletes (delete), and sobject-all (everything). Product servers add Data 360, Tableau Next, CRM Analytics, CMS content, and Setup. Admins can also publish Flows, Apex, and catalog APIs as custom tools. Every call runs under the connected user's permissions and sharing rules.

Last verified against Salesforce's Hosted MCP Servers documentation on October 23, 2026.

Salesforce hosted MCP: four SObject servers share one permission model, and registered agent calls will draw Flex Credits

What is the Salesforce MCP server?

MCP is an open protocol that lets an AI model call tools in another system. Salesforce hosts its own MCP servers, so you don't run or maintain anything. You point an MCP client at a server URL, sign in with OAuth, and the model can read schema, query records, and make changes.

Three facts shape how you use it:

  • 01Admins enable each server. Standard servers ship disabled. An admin turns on the ones the org needs.
  • 02Salesforce fixes the tool sets. You can't add or remove tools on a standard server. To control what an agent can do, you pick a narrower server.
  • 03Salesforce security applies to every call. Field-level security, object permissions, and sharing rules gate each tool. An agent can't edit a field the user can't edit in Lightning.

What endpoints does Salesforce MCP cover?

All SObject servers share one base URL.

The four Salesforce SObject MCP servers and the tools each exposes
Pick the narrowest SObject server that does the job
  • Production: https://api.salesforce.com/platform/mcp/v1/platform/<server>
  • Sandbox and scratch orgs: https://api.salesforce.com/platform/mcp/v1/sandbox/platform/<server>
ServerEndpoint suffixOperationsPick it when
SObject Readsplatform/sobject-readsSchema, SOQL, search, relationships. No writes.You want analysis, pipeline reviews, or account research with zero write risk
SObject Mutationsplatform/sobject-mutationsCreate and update. No delete.Agents log tasks, update stages, or create leads
SObject Deletesplatform/sobject-deletesDelete onlyYou run a supervised cleanup job
SObject Allplatform/sobject-allFull CRUD plus query, search, relationship traversalA trusted user wants full productivity and you rely on their permissions as the guardrail

All four servers cover standard and custom objects.

Which tools does the SObject All server expose?

sobject-all holds the full tool set. The narrower servers expose subsets of it.

ToolWhat it doesNotes
getObjectSchemaReturns a compact index of business objects, or full field detail for one objectIncludes admin-written guidance, such as "use Calculated_ACV__c instead of Amount"
soqlQueryRuns a SOQL querySupports parent lookups and child subqueries. Caps at 50,000 records per transaction
findRuns a SOSL text search across objectsReturns up to 2,000 records. Use it when you don't know which object holds the data
getUserInfoReturns the signed-in user's ID, role, profile, manager, and timezoneLets the agent resolve "my accounts"
listRecentSobjectRecordsLists records the user viewed or changed recentlyResolves "that opportunity I was looking at"
getRelatedRecordsWalks a relationship from a parent recordExample: every Contact on an Account
createSobjectRecordCreates a recordFails on missing required fields or validation rules
updateSobjectRecordUpdates fields on a record by IDLeaves omitted fields unchanged
updateRelatedRecordUpdates a parent record through a child-to-parent pathWorks up to five levels deep
Delete toolDeletes a recordAvailable on sobject-all and sobject-deletes only

What can you do with it? Example prompts by server

Salesforce's own examples show the range:

Sequence of an MCP client querying and writing Salesforce records under the user's permissions
One agent request: two successful calls, two HPIs once metering starts
  • Reads: "Show me all open opportunities in the Manufacturing industry over $500K, grouped by owner."
  • Reads: "Find every Contact associated with Acme Corp and return their names, titles, and email addresses."
  • Mutations: "Create a follow-up task for every Account where the last activity date is more than 90 days ago."
  • Mutations: "Update the Stage on opportunity Acme Renewal to Closed Won and set the Close Date to today."

A realistic sales request chains several tools. "Find opportunities over $30K with no recent activity, summarize the account, and create follow-up tasks" runs a SOQL query, walks to related contacts and activities, then creates one task per opportunity. Count those calls. Under Salesforce's new billing model, each successful call from a registered agent will consume Flex Credits. Our Salesforce MCP pricing guide explains the meter.

What else does Salesforce MCP cover beyond CRM records?

Product-specific servers

ServerCoverageStatus
Data 360Query unified customer data with SQLAvailable
Tableau Next (analytics/tableau-next)Semantic models, KPIs, dashboard metadata, natural-language analyticsAvailable
CRM AnalyticsApps, dataset schemas, SAQL queries, dashboard and lens metadata. Read-onlyBeta, sandbox and scratch orgs only
Content Read-Only / Content WriteSalesforce CMS workspaces, channels, content, foldersAvailable
Headless 360Setup and platform capabilities through Discover, Describe, and Dispatch tools, plus Archive ConnectBeta
Metadata GroundingDiscover objects, fields, LWCs, flows, Apex classes, permission setsBeta

Custom tools you publish

Admins and developers can expose existing logic as MCP tools without new integration code:

  • Flows built in Flow Builder
  • Apex invocable actions (@InvocableMethod)
  • @AuraEnabled Apex methods that already back Lightning components
  • Apex REST endpoints (@RestResource)
  • APIs registered in the API Catalog, including standard platform APIs and a subset of Connect APIs
  • Prompt Builder templates, surfaced as MCP prompts where the client supports them

This is where the hosted MCP stops being a generic CRUD layer. If your org already runs a "Create Renewal Opportunity" flow with validation and approvals, the agent can call that flow instead of writing records field by field.

Salesforce DX MCP is a separate thing

Salesforce also ships a DX MCP server for developers. It retrieves and deploys metadata, runs Apex tests, manages scratch orgs, and assigns permission sets. Use it in your IDE. Use the hosted servers above for business data.

Book a Stacksync demo to serve Salesforce agent reads from a synced database

What the Salesforce MCP doesn't do

  • It doesn't expose every Salesforce API. You get the fixed standard tools plus whatever custom tools your admins publish.
  • It doesn't bypass permissions. If a user can't see a field, the agent can't either.
  • It doesn't give you bulk data movement. soqlQuery caps at 50,000 records per transaction and find at 2,000. Agents that need to scan millions of rows belong on a database copy of your Salesforce data. See how Stacksync syncs Salesforce to Postgres.
  • It won't stay free for agent traffic. Salesforce plans to meter successful calls from registered agents as Headless Platform Interactions. See the pricing explainer.

How to choose a server: a quick decision path

  • 01Does the agent only answer questions? Use sobject-reads.
  • 02Does it log work or move deals forward? Use sobject-mutations. Keep deletes out of reach.
  • 03Does it clean up data under supervision? Add sobject-deletes for that one workflow.
  • 04Does a power user want one connection for everything? Use sobject-all and rely on that user's permission set.
  • 05Does the task involve business rules? Publish the existing Flow or Apex action as a custom tool.

Salesforce is also rolling out Agentic Identity, which gives each agent its own credentials and permissions instead of borrowing a user's. Plan your server choices with that model in mind. Our Agentic Identity checklist covers the admin steps.

Sources

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FAQ

Frequently asked questions

What is the Salesforce MCP server URL?
Production servers use https://api.salesforce.com/platform/mcp/v1/platform/&lt;server&gt;, for example .../platform/sobject-reads. Sandbox and scratch orgs add /sandbox after v1.
Is the Salesforce MCP server read-only?
Only sobject-reads is read-only. sobject-mutations creates and updates, sobject-deletes deletes, and sobject-all does everything.
Does Salesforce MCP work with custom objects?
Yes. All four SObject servers cover standard and custom objects, subject to the user's object and field permissions.
Can Claude or ChatGPT connect to Salesforce MCP?
Any MCP-compatible client can connect after an admin enables the server and the user signs in with OAuth.
Can I add my own tools to the Salesforce MCP server?
You can't change the standard servers' tools. You can publish Flows, Apex invocable actions, @AuraEnabled methods, Apex REST endpoints, API Catalog APIs, and Prompt Builder templates as custom tools.
Is the Salesforce MCP free?
Salesforce plans to charge Flex Credits for each successful call by a registered agent in a production org. The per-call rate was still listed as "TBA" on October 23, 2026. Sandboxes, scratch orgs, and Developer Edition orgs are excluded.

About the author

Ignacio Malpartida
Ignacio Malpartida
GTM Engineer

Ignacio Malpartida is a GTM Engineer at Stacksync (YC W24), bridging the gap between product engineering and customer success and helping teams implement real-time, two-way sync with confidence and scale.

All posts by Ignacio Malpartida

About Stacksync

Stacksync powers real-time, two-way sync between CRMs, ERPs, and databases. Engineers sync data at scale and automate workflows, not dirty API plumbing.

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