productivity
Salesforce MCP, CLI, and Lua Integration for AI Agents
Salesforce integration docs for AI agents: MCP gateway setup, Salesforce CLI commands, Lua API reference, credentials, and function schemas.Salesforce for agents
Credentials can be configured manually in web or CLI hosts.
Use this integration from Lua code mode, the headless integrations CLI, or the KosmoKrator MCP gateway. The same package metadata powers all three surfaces.
Agent Surfaces
Machine-Readable Metadata
Function Catalog
| Function | Type | Parameters | Description |
|---|---|---|---|
salesforce.salesforce_create_lead | Write write | 8 | Create a new lead in Salesforce. Supports FirstName, LastName, Company, Email, Phone, Title, Website, and additional custom fields via other_fields. Returns the created lead ID and success status. |
salesforce.salesforce_get_lead | Read read | 1 | Retrieve a Salesforce lead by its ID. Returns the lead's fields, attributes, and associated data. |
salesforce.salesforce_update_lead | Write write | 7 | Update an existing Salesforce lead by ID. Supports FirstName, LastName, Company, Email, Phone, and additional custom fields via other_fields. Returns success confirmation on completion. |
salesforce.salesforce_create_contact | Write write | 7 | Create a new contact in Salesforce. Supports FirstName, LastName, Email, Phone, AccountId, Title, and additional custom fields via other_fields. Returns the created contact ID and success status. |
salesforce.salesforce_get_contact | Read read | 1 | Retrieve a Salesforce contact by its ID. Returns the contact's fields, attributes, and associated data. |
salesforce.salesforce_create_account | Write write | 7 | Create a new account in Salesforce. Supports Name, Website, Phone, Industry, BillingCity, BillingCountry, and additional custom fields via other_fields. Returns the created account ID and success status. |
salesforce.salesforce_get_account | Read read | 1 | Retrieve a Salesforce account by its ID. Returns the account's fields, attributes, and associated data. |
salesforce.salesforce_update_account | Write write | 5 | Update an existing Salesforce account by ID. Supports Name, Website, Phone, and additional custom fields via other_fields. Returns success confirmation on completion. |
salesforce.salesforce_create_opportunity | Write write | 6 | Create a new opportunity in Salesforce. Supports Name, Amount, StageName, CloseDate, AccountId, and Probability. Returns the created opportunity ID and success status. |
salesforce.salesforce_get_opportunity | Read read | 1 | Retrieve a Salesforce opportunity by its ID. Returns the opportunity's fields, attributes, and associated data. |
salesforce.salesforce_query | Read read | 1 | Execute a SOQL (Salesforce Object Query Language) query. Use SOQL to search records in Salesforce. Example: SELECT Id, Name FROM Account LIMIT 10 Returns query results with total size and records. |
salesforce.salesforce_search | Read read | 1 | Execute a SOSL (Salesforce Object Search Language) search. Use SOSL for text-based searches across multiple object types. Example: FIND {test} IN ALL FIELDS RETURNING Account(Id, Name) Returns search results grouped by object type. |
salesforce.salesforce_describe_object | Read read | 1 | Get metadata for a Salesforce object type. Returns field definitions, relationships, record types, and other metadata. Example object types: Account, Contact, Lead, Opportunity, Case, Task, User. |
salesforce.salesforce_list_objects | Read read | 0 | List all available Salesforce objects (standard and custom). Returns object names, labels, and key prefixes. |
salesforce.salesforce_create_task | Write write | 7 | Create a new task in Salesforce. Supports Subject, Description, Status, Priority, WhoId (contact/lead), WhatId (account/opportunity), and ActivityDate. Returns the created task ID and success status. |
salesforce.salesforce_create_case | Write write | 7 | Create a new case in Salesforce. Supports Subject, Description, Status, Priority, Origin, ContactId, and AccountId. Returns the created case ID and success status. |
salesforce.salesforce_list_recent | Read read | 1 | List recently accessed items in Salesforce. Returns recently viewed or modified records across all object types. Optionally specify a limit to control the number of items returned. |
salesforce.salesforce_get_user | Read read | 1 | Retrieve a Salesforce user by their ID. Returns the user's name, email, profile, role, and other fields. |