@oatbox/mcp-connector-salesforce
v0.2.0
Published
Oatbox MCP connector for Salesforce — 7 visitor-scoped tools.
Readme
@oatbox/mcp-connector-salesforce
Drop-in MCP server that exposes 7 visitor-scoped Salesforce tools to Oatbox voice agents.
Tools
| Tool | Confirm? | Tier | Description |
|---|---|---|---|
| get_account | – | identified | Look up Account via accountId or contact email |
| get_opportunities | – | identified | List opportunities for visitor's account |
| get_cases | – | identified | Cases for visitor's account or contact |
| create_task | – | identified | Create a Salesforce Task |
| create_note | yes | identified | Create a ContentNote |
| update_account | yes | authenticated | Update Account fields |
| query_soql | – | authenticated | Read-only SOQL (SELECT only, must scope to visitor.accountId) |
Run
OATBOX_WORKSPACE_ID=acme \
OATBOX_MCP_SECRET=$(openssl rand -hex 32) \
SALESFORCE_INSTANCE_URL=https://your-instance.my.salesforce.com \
SALESFORCE_ACCESS_TOKEN=00D...token \
PORT=3031 \
node dist/server.js