@snokam/mcp-salesforce 1.124.0 → 1.125.0

package/dist/index.js

@@ -1,312 +1,12 @@
 #!/usr/bin/env node
 import { McpServer } from "@modelcontextprotocol/sdk/server/mcp.js";
 import { StdioServerTransport } from "@modelcontextprotocol/sdk/server/stdio.js";
-import { z } from "zod";
-// Auth: prefer a ready per-business OAuth access token (provisioned by the
-// platform); fall back to the client-credentials flow with a connected app's
-// consumer key/secret. Instance URL comes from the OAuth response (or env).
-const SF_ACCESS_TOKEN = process.env.SALESFORCE_ACCESS_TOKEN;
-const SF_CONSUMER_KEY = process.env.SALESFORCE_CONSUMER_KEY;
-const SF_CONSUMER_SECRET = process.env.SALESFORCE_CONSUMER_SECRET;
-const SF_INSTANCE_URL = process.env.SALESFORCE_INSTANCE_URL || "https://snokam.my.salesforce.com";
-const SF_API_VERSION = "v62.0";
-let accessToken = SF_ACCESS_TOKEN ?? null;
-async function getAccessToken() {
-    if (accessToken) {
-        return accessToken;
-    }
-    if (!SF_CONSUMER_KEY || !SF_CONSUMER_SECRET) {
-        throw new Error("Set SALESFORCE_ACCESS_TOKEN, or SALESFORCE_CONSUMER_KEY + SALESFORCE_CONSUMER_SECRET");
-    }
-    const params = new URLSearchParams({
-        client_id: SF_CONSUMER_KEY,
-        client_secret: SF_CONSUMER_SECRET,
-        grant_type: "client_credentials",
-    });
-    const response = await fetch(`${SF_INSTANCE_URL}/services/oauth2/token`, {
-        method: "POST",
-        headers: { "Content-Type": "application/x-www-form-urlencoded" },
-        body: params,
-    });
-    if (!response.ok) {
-        const error = await response.text();
-        throw new Error(`Failed to get access token: ${response.status} - ${error}`);
-    }
-    const data = await response.json();
-    accessToken = data.access_token;
-    return accessToken;
-}
-async function sfQuery(soql) {
-    const token = await getAccessToken();
-    const url = `${SF_INSTANCE_URL}/services/data/${SF_API_VERSION}/query?q=${encodeURIComponent(soql)}`;
-    const response = await fetch(url, {
-        headers: { Authorization: `Bearer ${token}` },
-    });
-    if (!response.ok) {
-        const error = await response.text();
-        throw new Error(`Salesforce query failed: ${response.status} - ${error}`);
-    }
-    const data = await response.json();
-    return data.records;
-}
+import { registerTools } from "./tools/index.js";
 const server = new McpServer({
     name: "salesforce-mcp",
     version: "1.0.0",
 });
-// Tool: Search Contacts
-server.tool("search_contacts", "Search for contacts in Salesforce by name, email, or company", {
-    query: z.string().describe("Search query (name, email, or company)"),
-    limit: z.number().default(10).describe("Maximum number of results"),
-}, async ({ query, limit }) => {
-    const escapedQuery = query.replace(/'/g, "\\'");
-    const soql = `
-      SELECT Id, Name, Email, Phone, Title, Account.Name, Account.Strategic_Priority__c, LastActivityDate
-      FROM Contact
-      WHERE Name LIKE '%${escapedQuery}%' OR Email LIKE '%${escapedQuery}%' OR Account.Name LIKE '%${escapedQuery}%'
-      ORDER BY LastActivityDate DESC NULLS LAST
-      LIMIT ${limit}
-    `;
-    const records = await sfQuery(soql);
-    return {
-        content: [{ type: "text", text: JSON.stringify(records, null, 2) }],
-    };
-});
-// Tool: Search Leads
-server.tool("search_leads", "Search for leads in Salesforce", {
-    query: z.string().describe("Search query"),
-    status: z
-        .string()
-        .optional()
-        .describe("Lead status filter (e.g., Open, Working, Closed)"),
-    limit: z.number().default(10).describe("Maximum number of results"),
-}, async ({ query, status, limit }) => {
-    const escapedQuery = query.replace(/'/g, "\\'");
-    let whereClause = `Name LIKE '%${escapedQuery}%' OR Email LIKE '%${escapedQuery}%' OR Company LIKE '%${escapedQuery}%'`;
-    if (status) {
-        whereClause = `(${whereClause}) AND Status = '${status}'`;
-    }
-    const soql = `
-      SELECT Id, Name, Email, Phone, Company, Status, LeadSource, CreatedDate
-      FROM Lead
-      WHERE ${whereClause}
-      ORDER BY CreatedDate DESC
-      LIMIT ${limit}
-    `;
-    const records = await sfQuery(soql);
-    return {
-        content: [{ type: "text", text: JSON.stringify(records, null, 2) }],
-    };
-});
-// Tool: Get Opportunities
-server.tool("get_opportunities", "Get opportunities from Salesforce pipeline", {
-    stage: z
-        .string()
-        .optional()
-        .describe("Filter by stage (e.g., Prospecting, Negotiation, Closed Won)"),
-    accountId: z.string().optional().describe("Filter by account ID"),
-    limit: z.number().default(20).describe("Maximum number of results"),
-}, async ({ stage, accountId, limit }) => {
-    const conditions = [];
-    if (stage)
-        conditions.push(`StageName = '${stage}'`);
-    if (accountId)
-        conditions.push(`AccountId = '${accountId}'`);
-    const whereClause = conditions.length > 0 ? `WHERE ${conditions.join(" AND ")}` : "";
-    const soql = `
-      SELECT Id, Name, StageName, Amount, CloseDate, Account.Name, Owner.Name, Probability
-      FROM Opportunity
-      ${whereClause}
-      ORDER BY CloseDate ASC
-      LIMIT ${limit}
-    `;
-    const records = await sfQuery(soql);
-    return {
-        content: [{ type: "text", text: JSON.stringify(records, null, 2) }],
-    };
-});
-// Tool: Get Account Details
-server.tool("get_account", "Get detailed information about a Salesforce account", {
-    accountId: z.string().describe("Salesforce Account ID"),
-}, async ({ accountId }) => {
-    const soql = `
-      SELECT Id, Name, Industry, Website, Phone, BillingCity, BillingCountry,
-             Description, NumberOfEmployees, AnnualRevenue, Owner.Name, Type,
-             Strategic_Priority__c, Technology__c, LastActivityDate,
-             (SELECT Id, Name, Email, Title FROM Contacts LIMIT 10),
-             (SELECT Id, Name, StageName, Amount, CloseDate FROM Opportunities ORDER BY CloseDate DESC LIMIT 5)
-      FROM Account
-      WHERE Id = '${accountId}'
-    `;
-    const records = await sfQuery(soql);
-    return {
-        content: [{ type: "text", text: JSON.stringify(records[0], null, 2) }],
-    };
-});
-// Tool: Search Accounts
-server.tool("search_accounts", "Search for accounts/companies in Salesforce", {
-    query: z.string().describe("Search query (company name)"),
-    type: z
-        .string()
-        .optional()
-        .describe("Account type filter (e.g., Prospect, Customer)"),
-    limit: z.number().default(10).describe("Maximum number of results"),
-}, async ({ query, type, limit }) => {
-    const escapedQuery = query.replace(/'/g, "\\'");
-    let whereClause = `Name LIKE '%${escapedQuery}%'`;
-    if (type) {
-        whereClause += ` AND Type = '${type}'`;
-    }
-    const soql = `
-      SELECT Id, Name, Industry, Website, Phone, BillingCity, Owner.Name, Type, 
-             Strategic_Priority__c, Technology__c, LastActivityDate
-      FROM Account
-      WHERE ${whereClause}
-      ORDER BY Name ASC
-      LIMIT ${limit}
-    `;
-    const records = await sfQuery(soql);
-    return {
-        content: [{ type: "text", text: JSON.stringify(records, null, 2) }],
-    };
-});
-// Tool: Get Strategic Contacts (for follow-up)
-server.tool("get_strategic_contacts", "Get contacts from strategic priority accounts that need follow-up", {
-    priority: z
-        .enum(["A", "B", "C", "D"])
-        .default("D")
-        .describe("Strategic priority filter"),
-    daysInactive: z.number().default(90).describe("Days since last activity"),
-    limit: z.number().default(20).describe("Maximum number of results"),
-}, async ({ priority, daysInactive, limit }) => {
-    const cutoffDate = new Date(Date.now() - daysInactive * 24 * 60 * 60 * 1000)
-        .toISOString()
-        .split("T")[0];
-    const soql = `
-      SELECT Id, Name, Title, Email, Account.Name, Account.Strategic_Priority__c, 
-             Account.Technology__c, Account.Description, Account.LastActivityDate
-      FROM Contact
-      WHERE Account.Type = 'Prospect'
-      AND Account.Strategic_Priority__c = '${priority}'
-      AND Email != null
-      AND (Account.LastActivityDate < ${cutoffDate} OR Account.LastActivityDate = null)
-      LIMIT ${limit}
-    `;
-    const records = await sfQuery(soql);
-    return {
-        content: [{ type: "text", text: JSON.stringify(records, null, 2) }],
-    };
-});
-// Tool: Execute SOQL Query
-server.tool("soql_query", "Execute a custom SOQL query against Salesforce (read-only)", {
-    query: z.string().describe("SOQL query to execute"),
-}, async ({ query }) => {
-    // Basic safety check - only allow SELECT queries
-    if (!query.trim().toUpperCase().startsWith("SELECT")) {
-        return {
-            content: [
-                { type: "text", text: "Error: Only SELECT queries are allowed" },
-            ],
-            isError: true,
-        };
-    }
-    const records = await sfQuery(query);
-    return {
-        content: [{ type: "text", text: JSON.stringify(records, null, 2) }],
-    };
-});
-// Tool: Get Recent Activities for Contact
-server.tool("get_contact_activities", "Get recent activities (events and tasks) for a specific contact", {
-    contactId: z.string().describe("Salesforce Contact ID"),
-    daysBack: z.number().default(90).describe("Number of days to look back"),
-}, async ({ contactId, daysBack }) => {
-    const cutoffDate = new Date(Date.now() - daysBack * 24 * 60 * 60 * 1000).toISOString();
-    // Get events
-    const eventsSoql = `
-      SELECT Id, Subject, Description, ActivityDateTime
-      FROM Event
-      WHERE WhoId = '${contactId}'
-      AND ActivityDateTime > ${cutoffDate}
-      ORDER BY ActivityDateTime DESC
-    `;
-    // Get tasks
-    const tasksSoql = `
-      SELECT Id, Subject, Description, ActivityDate, Status
-      FROM Task
-      WHERE WhoId = '${contactId}'
-      AND ActivityDate > ${cutoffDate.split("T")[0]}
-      ORDER BY ActivityDate DESC
-    `;
-    const [events, tasks] = await Promise.all([
-        sfQuery(eventsSoql),
-        sfQuery(tasksSoql),
-    ]);
-    return {
-        content: [
-            {
-                type: "text",
-                text: JSON.stringify({ events, tasks }, null, 2),
-            },
-        ],
-    };
-});
-// Tool: Get Comprehensive Contact Info (like existing chatgpt-function)
-server.tool("get_comprehensive_contact", "Get comprehensive contact information including account details and recent activities", {
-    contactId: z.string().describe("Salesforce Contact ID"),
-    daysBack: z
-        .number()
-        .default(90)
-        .describe("Number of days to look back for activities"),
-}, async ({ contactId, daysBack }) => {
-    // Get contact details
-    const contactSoql = `
-      SELECT Id, Name, Title, Email, Phone, Description,
-             Account.Name, Account.Strategic_Priority__c, Account.Technology__c, 
-             Account.Description, Account.Industry, Account.Website
-      FROM Contact
-      WHERE Id = '${contactId}'
-    `;
-    const contacts = await sfQuery(contactSoql);
-    const contact = contacts[0];
-    if (!contact) {
-        return {
-            content: [
-                { type: "text", text: `No contact found with ID: ${contactId}` },
-            ],
-            isError: true,
-        };
-    }
-    const cutoffDate = new Date(Date.now() - daysBack * 24 * 60 * 60 * 1000).toISOString();
-    // Get events and tasks
-    const eventsSoql = `
-      SELECT Id, Subject, Description, ActivityDateTime
-      FROM Event
-      WHERE WhoId = '${contactId}'
-      AND ActivityDateTime > ${cutoffDate}
-      ORDER BY ActivityDateTime DESC
-      LIMIT 20
-    `;
-    const tasksSoql = `
-      SELECT Id, Subject, Description, ActivityDate, Status
-      FROM Task
-      WHERE WhoId = '${contactId}'
-      AND ActivityDate > ${cutoffDate.split("T")[0]}
-      ORDER BY ActivityDate DESC
-      LIMIT 20
-    `;
-    const [events, tasks] = await Promise.all([
-        sfQuery(eventsSoql),
-        sfQuery(tasksSoql),
-    ]);
-    return {
-        content: [
-            {
-                type: "text",
-                text: JSON.stringify({ contact, events, tasks }, null, 2),
-            },
-        ],
-    };
-});
-// Start the server
+registerTools(server);
 async function main() {
     const transport = new StdioServerTransport();
     await server.connect(transport);

package/dist/salesforce-client.d.ts

@@ -0,0 +1 @@
+export declare function sfQuery<T = unknown>(soql: string): Promise<T[]>;

package/dist/salesforce-client.js

@@ -0,0 +1,44 @@
+const SF_ACCESS_TOKEN = process.env.SALESFORCE_ACCESS_TOKEN;
+const SF_CONSUMER_KEY = process.env.SALESFORCE_CONSUMER_KEY;
+const SF_CONSUMER_SECRET = process.env.SALESFORCE_CONSUMER_SECRET;
+const SF_INSTANCE_URL = process.env.SALESFORCE_INSTANCE_URL || "https://snokam.my.salesforce.com";
+const SF_API_VERSION = "v62.0";
+let accessToken = SF_ACCESS_TOKEN ?? null;
+async function getAccessToken() {
+    if (accessToken) {
+        return accessToken;
+    }
+    if (!SF_CONSUMER_KEY || !SF_CONSUMER_SECRET) {
+        throw new Error("Set SALESFORCE_ACCESS_TOKEN, or SALESFORCE_CONSUMER_KEY + SALESFORCE_CONSUMER_SECRET");
+    }
+    const params = new URLSearchParams({
+        client_id: SF_CONSUMER_KEY,
+        client_secret: SF_CONSUMER_SECRET,
+        grant_type: "client_credentials",
+    });
+    const response = await fetch(`${SF_INSTANCE_URL}/services/oauth2/token`, {
+        method: "POST",
+        headers: { "Content-Type": "application/x-www-form-urlencoded" },
+        body: params,
+    });
+    if (!response.ok) {
+        const error = await response.text();
+        throw new Error(`Failed to get access token: ${response.status} - ${error}`);
+    }
+    const data = await response.json();
+    accessToken = data.access_token;
+    return accessToken;
+}
+export async function sfQuery(soql) {
+    const token = await getAccessToken();
+    const url = `${SF_INSTANCE_URL}/services/data/${SF_API_VERSION}/query?q=${encodeURIComponent(soql)}`;
+    const response = await fetch(url, {
+        headers: { Authorization: `Bearer ${token}` },
+    });
+    if (!response.ok) {
+        const error = await response.text();
+        throw new Error(`Salesforce query failed: ${response.status} - ${error}`);
+    }
+    const data = await response.json();
+    return data.records;
+}

package/dist/tools/accounts.d.ts

@@ -0,0 +1,2 @@
+import type { McpServer } from "@modelcontextprotocol/sdk/server/mcp.js";
+export declare function registerAccountTools(server: McpServer): void;

package/dist/tools/accounts.js

@@ -0,0 +1,47 @@
+import { z } from "zod";
+import { sfQuery } from "../salesforce-client.js";
+export function registerAccountTools(server) {
+    server.tool("get_account", "Get detailed information about a Salesforce account", {
+        accountId: z.string().describe("Salesforce Account ID"),
+    }, async ({ accountId }) => {
+        const soql = `
+      SELECT Id, Name, Industry, Website, Phone, BillingCity, BillingCountry,
+             Description, NumberOfEmployees, AnnualRevenue, Owner.Name, Type,
+             Strategic_Priority__c, Technology__c, LastActivityDate,
+             (SELECT Id, Name, Email, Title FROM Contacts LIMIT 10),
+             (SELECT Id, Name, StageName, Amount, CloseDate FROM Opportunities ORDER BY CloseDate DESC LIMIT 5)
+      FROM Account
+      WHERE Id = '${accountId}'
+    `;
+        const records = await sfQuery(soql);
+        return {
+            content: [{ type: "text", text: JSON.stringify(records[0], null, 2) }],
+        };
+    });
+    server.tool("search_accounts", "Search for accounts/companies in Salesforce", {
+        query: z.string().describe("Search query (company name)"),
+        type: z
+            .string()
+            .optional()
+            .describe("Account type filter (e.g., Prospect, Customer)"),
+        limit: z.number().default(10).describe("Maximum number of results"),
+    }, async ({ query, type, limit }) => {
+        const escapedQuery = query.replace(/'/g, "\\'");
+        let whereClause = `Name LIKE '%${escapedQuery}%'`;
+        if (type) {
+            whereClause += ` AND Type = '${type}'`;
+        }
+        const soql = `
+      SELECT Id, Name, Industry, Website, Phone, BillingCity, Owner.Name, Type,
+             Strategic_Priority__c, Technology__c, LastActivityDate
+      FROM Account
+      WHERE ${whereClause}
+      ORDER BY Name ASC
+      LIMIT ${limit}
+    `;
+        const records = await sfQuery(soql);
+        return {
+            content: [{ type: "text", text: JSON.stringify(records, null, 2) }],
+        };
+    });
+}

package/dist/tools/contacts.d.ts

@@ -0,0 +1,2 @@
+import type { McpServer } from "@modelcontextprotocol/sdk/server/mcp.js";
+export declare function registerContactTools(server: McpServer): void;

package/dist/tools/contacts.js

@@ -0,0 +1,133 @@
+import { z } from "zod";
+import { sfQuery } from "../salesforce-client.js";
+export function registerContactTools(server) {
+    server.tool("search_contacts", "Search for contacts in Salesforce by name, email, or company", {
+        query: z.string().describe("Search query (name, email, or company)"),
+        limit: z.number().default(10).describe("Maximum number of results"),
+    }, async ({ query, limit }) => {
+        const escapedQuery = query.replace(/'/g, "\\'");
+        const soql = `
+      SELECT Id, Name, Email, Phone, Title, Account.Name, Account.Strategic_Priority__c, LastActivityDate
+      FROM Contact
+      WHERE Name LIKE '%${escapedQuery}%' OR Email LIKE '%${escapedQuery}%' OR Account.Name LIKE '%${escapedQuery}%'
+      ORDER BY LastActivityDate DESC NULLS LAST
+      LIMIT ${limit}
+    `;
+        const records = await sfQuery(soql);
+        return {
+            content: [{ type: "text", text: JSON.stringify(records, null, 2) }],
+        };
+    });
+    server.tool("get_strategic_contacts", "Get contacts from strategic priority accounts that need follow-up", {
+        priority: z
+            .enum(["A", "B", "C", "D"])
+            .default("D")
+            .describe("Strategic priority filter"),
+        daysInactive: z.number().default(90).describe("Days since last activity"),
+        limit: z.number().default(20).describe("Maximum number of results"),
+    }, async ({ priority, daysInactive, limit }) => {
+        const cutoffDate = new Date(Date.now() - daysInactive * 24 * 60 * 60 * 1000)
+            .toISOString()
+            .split("T")[0];
+        const soql = `
+      SELECT Id, Name, Title, Email, Account.Name, Account.Strategic_Priority__c,
+             Account.Technology__c, Account.Description, Account.LastActivityDate
+      FROM Contact
+      WHERE Account.Type = 'Prospect'
+      AND Account.Strategic_Priority__c = '${priority}'
+      AND Email != null
+      AND (Account.LastActivityDate < ${cutoffDate} OR Account.LastActivityDate = null)
+      LIMIT ${limit}
+    `;
+        const records = await sfQuery(soql);
+        return {
+            content: [{ type: "text", text: JSON.stringify(records, null, 2) }],
+        };
+    });
+    server.tool("get_contact_activities", "Get recent activities (events and tasks) for a specific contact", {
+        contactId: z.string().describe("Salesforce Contact ID"),
+        daysBack: z.number().default(90).describe("Number of days to look back"),
+    }, async ({ contactId, daysBack }) => {
+        const cutoffDate = new Date(Date.now() - daysBack * 24 * 60 * 60 * 1000).toISOString();
+        const eventsSoql = `
+      SELECT Id, Subject, Description, ActivityDateTime
+      FROM Event
+      WHERE WhoId = '${contactId}'
+      AND ActivityDateTime > ${cutoffDate}
+      ORDER BY ActivityDateTime DESC
+    `;
+        const tasksSoql = `
+      SELECT Id, Subject, Description, ActivityDate, Status
+      FROM Task
+      WHERE WhoId = '${contactId}'
+      AND ActivityDate > ${cutoffDate.split("T")[0]}
+      ORDER BY ActivityDate DESC
+    `;
+        const [events, tasks] = await Promise.all([
+            sfQuery(eventsSoql),
+            sfQuery(tasksSoql),
+        ]);
+        return {
+            content: [
+                {
+                    type: "text",
+                    text: JSON.stringify({ events, tasks }, null, 2),
+                },
+            ],
+        };
+    });
+    server.tool("get_comprehensive_contact", "Get comprehensive contact information including account details and recent activities", {
+        contactId: z.string().describe("Salesforce Contact ID"),
+        daysBack: z
+            .number()
+            .default(90)
+            .describe("Number of days to look back for activities"),
+    }, async ({ contactId, daysBack }) => {
+        const contactSoql = `
+      SELECT Id, Name, Title, Email, Phone, Description,
+             Account.Name, Account.Strategic_Priority__c, Account.Technology__c,
+             Account.Description, Account.Industry, Account.Website
+      FROM Contact
+      WHERE Id = '${contactId}'
+    `;
+        const contacts = await sfQuery(contactSoql);
+        const contact = contacts[0];
+        if (!contact) {
+            return {
+                content: [
+                    { type: "text", text: `No contact found with ID: ${contactId}` },
+                ],
+                isError: true,
+            };
+        }
+        const cutoffDate = new Date(Date.now() - daysBack * 24 * 60 * 60 * 1000).toISOString();
+        const eventsSoql = `
+      SELECT Id, Subject, Description, ActivityDateTime
+      FROM Event
+      WHERE WhoId = '${contactId}'
+      AND ActivityDateTime > ${cutoffDate}
+      ORDER BY ActivityDateTime DESC
+      LIMIT 20
+    `;
+        const tasksSoql = `
+      SELECT Id, Subject, Description, ActivityDate, Status
+      FROM Task
+      WHERE WhoId = '${contactId}'
+      AND ActivityDate > ${cutoffDate.split("T")[0]}
+      ORDER BY ActivityDate DESC
+      LIMIT 20
+    `;
+        const [events, tasks] = await Promise.all([
+            sfQuery(eventsSoql),
+            sfQuery(tasksSoql),
+        ]);
+        return {
+            content: [
+                {
+                    type: "text",
+                    text: JSON.stringify({ contact, events, tasks }, null, 2),
+                },
+            ],
+        };
+    });
+}

package/dist/tools/index.d.ts

@@ -0,0 +1,2 @@
+import type { McpServer } from "@modelcontextprotocol/sdk/server/mcp.js";
+export declare function registerTools(server: McpServer): void;

package/dist/tools/index.js

@@ -0,0 +1,8 @@
+import { registerAccountTools } from "./accounts.js";
+import { registerContactTools } from "./contacts.js";
+import { registerPipelineTools } from "./pipeline.js";
+export function registerTools(server) {
+    registerContactTools(server);
+    registerAccountTools(server);
+    registerPipelineTools(server);
+}

package/dist/tools/pipeline.d.ts

@@ -0,0 +1,2 @@
+import type { McpServer } from "@modelcontextprotocol/sdk/server/mcp.js";
+export declare function registerPipelineTools(server: McpServer): void;

package/dist/tools/pipeline.js

@@ -0,0 +1,71 @@
+import { z } from "zod";
+import { sfQuery } from "../salesforce-client.js";
+export function registerPipelineTools(server) {
+    server.tool("search_leads", "Search for leads in Salesforce", {
+        query: z.string().describe("Search query"),
+        status: z
+            .string()
+            .optional()
+            .describe("Lead status filter (e.g., Open, Working, Closed)"),
+        limit: z.number().default(10).describe("Maximum number of results"),
+    }, async ({ query, status, limit }) => {
+        const escapedQuery = query.replace(/'/g, "\\'");
+        let whereClause = `Name LIKE '%${escapedQuery}%' OR Email LIKE '%${escapedQuery}%' OR Company LIKE '%${escapedQuery}%'`;
+        if (status) {
+            whereClause = `(${whereClause}) AND Status = '${status}'`;
+        }
+        const soql = `
+      SELECT Id, Name, Email, Phone, Company, Status, LeadSource, CreatedDate
+      FROM Lead
+      WHERE ${whereClause}
+      ORDER BY CreatedDate DESC
+      LIMIT ${limit}
+    `;
+        const records = await sfQuery(soql);
+        return {
+            content: [{ type: "text", text: JSON.stringify(records, null, 2) }],
+        };
+    });
+    server.tool("get_opportunities", "Get opportunities from Salesforce pipeline", {
+        stage: z
+            .string()
+            .optional()
+            .describe("Filter by stage (e.g., Prospecting, Negotiation, Closed Won)"),
+        accountId: z.string().optional().describe("Filter by account ID"),
+        limit: z.number().default(20).describe("Maximum number of results"),
+    }, async ({ stage, accountId, limit }) => {
+        const conditions = [];
+        if (stage)
+            conditions.push(`StageName = '${stage}'`);
+        if (accountId)
+            conditions.push(`AccountId = '${accountId}'`);
+        const whereClause = conditions.length > 0 ? `WHERE ${conditions.join(" AND ")}` : "";
+        const soql = `
+      SELECT Id, Name, StageName, Amount, CloseDate, Account.Name, Owner.Name, Probability
+      FROM Opportunity
+      ${whereClause}
+      ORDER BY CloseDate ASC
+      LIMIT ${limit}
+    `;
+        const records = await sfQuery(soql);
+        return {
+            content: [{ type: "text", text: JSON.stringify(records, null, 2) }],
+        };
+    });
+    server.tool("soql_query", "Execute a custom SOQL query against Salesforce (read-only)", {
+        query: z.string().describe("SOQL query to execute"),
+    }, async ({ query }) => {
+        if (!query.trim().toUpperCase().startsWith("SELECT")) {
+            return {
+                content: [
+                    { type: "text", text: "Error: Only SELECT queries are allowed" },
+                ],
+                isError: true,
+            };
+        }
+        const records = await sfQuery(query);
+        return {
+            content: [{ type: "text", text: JSON.stringify(records, null, 2) }],
+        };
+    });
+}

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@snokam/mcp-salesforce",
-  "version": "1.124.0",
+  "version": "1.125.0",
   "description": "MCP server for Salesforce CRM integration with Claude Code",
   "type": "module",
   "main": "dist/index.js",