# Salesforce

**Type:** Community

**Source Type:** Repository

**Source:** [GitHub](https://github.com/tsmztech/mcp-server-salesforce)

**Description:** Salesforce MCP server provides AI assistants with access to Salesforce's CRM platform for sales, service, and marketing automation. It enables operations on leads, opportunities, accounts, and custom objects for comprehensive business process management.

**Configuration Parameters:**

* **SalesforceClient ID** \* - Configuration value
* **SalesforceClientSecret** \* - Secret access key for authentication
* **SalesforceConnectionType** \* - Configuration value. Default: `OAuth_2.0_Client_Credentials`
* **SalesforceInstance URL** \* - Service instance URL

**Setup Steps:**

1. Log in to Salesforce and go to Setup
2. Create a Connected App under App Manager
3. Enable OAuth settings and select required scopes
4. Copy the Consumer Key (Client ID) and Consumer Secret (Client Secret)
5. Note your Salesforce instance URL
6. Generate a Security Token from My Personal Information → Reset Security Token

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Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
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```

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The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.