Salesforce MCP Server - Barndoor Documentation
Salesforce
SecureBarndoor ManagedCRM, Sales & Marketing
Summary: Salesforce is a leading customer relationship management (CRM) platform used by sales, marketing, and service teams to manage customer data, track pipeline, and coordinate revenue-generating activities.
How Teams Use It: With the Barndoor-Managed Salesforce MCP Server, you can safely connect AI agents to Salesforce so they can read and update leads, accounts, contacts, opportunities, tasks, events, notes, campaigns, customers, and cases — all under your existing permissions and policies, without exposing sensitive data.
Tools
| Tool Name | Tool Description | Tool Type |
|---|---|---|
| Create Account | Creates a new Account record in Salesforce to represent a company or organization. Returns the new account's ID. Requires account name at minimum. | Create |
| Create Campaign | Retrieves detailed metadata about the Campaign object type (marketing campaigns) in Salesforce. Returns schema information including status and types. No required inputs. | Read |
| Create Contact | Creates a new Contact record in Salesforce to represent a person at a company. Returns the new contact's ID. Requires last name at minimum. | Create |
| Create Customer | Retrieves detailed metadata about the Note object type in Salesforce. Returns schema information for understanding note data structure. No required inputs. | Read |
| Create Event | Retrieves detailed metadata about the Case object type (support tickets) in Salesforce. Returns schema information including status and priority fields. No required inputs. | Read |
| Create Lead | Creates a new Lead record in Salesforce to track a potential customer. Returns the new lead's ID for tracking. Requires last name and company name at minimum. | Create |
| Create Note | Retrieves detailed metadata about the Customer object type in Salesforce. Returns schema information for understanding customer data structure. No required inputs. | Read |
| Create Opportunity | Creates a new Opportunity record in Salesforce to track a sales deal. Returns the new opportunity's ID. Requires name, stage, and close date. | Create |
| Create Task | Creates a new Task record in Salesforce to track a to-do item or activity. Returns the new task's ID. Can specify subject, due date, and related records. | Create |
| Delete Account | Permanently removes an Account record and potentially associated records from Salesforce. This action cannot be undone. Requires the account ID. | Delete |
| Delete Campaign | Updates an existing Note record's title or body content. Returns confirmation of the update. Requires the note ID and fields to update. | Update |
| Delete Contact | Permanently removes a Contact record from Salesforce. This action cannot be undone. Requires the contact ID. | Delete |
| Delete Customer | Updates an existing Event record's information such as date, time, or attendees. Returns confirmation of the update. Requires the event ID and fields to update. | Update |
| Delete Event | Updates an existing Customer record's information. Returns confirmation of the update. Requires the customer ID and fields to update. | Update |
| Delete Lead | Permanently removes a Lead record from Salesforce. This action cannot be undone. Requires the lead ID. | Delete |
| Delete Note | Updates an existing Campaign record's information such as status, budget, or dates. Returns confirmation of the update. Requires the campaign ID and fields to update. | Update |
| Delete Opportunity | Permanently removes an Opportunity record from Salesforce. This action cannot be undone. Requires the opportunity ID. | Delete |
| Delete Task | Updates an existing Case record's information such as status, priority, or resolution. Returns confirmation of the update. Requires the case ID and fields to update. | Update |
| Describe Account | Retrieves detailed metadata about the Account object type in Salesforce, including field definitions and relationships. Returns comprehensive schema information for understanding account data structure. No required inputs. | Read |
| Describe Campaign | Creates a new Campaign record in Salesforce to track a marketing initiative. Returns the new campaign's ID. Requires campaign name at minimum. | Create |