Salesforce

liveSaaSProductivity

Query, search, and manage Salesforce CRM records — accounts, contacts, opportunities — via SOQL and SOSL

8tools
0msauth
free tier50 calls/day
🔑Authentication

Disify works without a key until the shared anonymous daily quota runs out, which it usually has. Pass your own key as _apiKey on the gateway URL for your own quota.

Config with credentials

Get an API key →

Tools

sf_query

Query Salesforce records using SOQL. Returns matching records with all requested fields. Use sf_describe first to learn available fields for your object.

No parameters required.

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sf_get_record

Fetch a single Salesforce record by ID. Specify object type (e.g., 'Account', 'Contact', 'Opportunity') and record ID. Returns all fields.

No parameters required.

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sf_describe

Get schema details for a Salesforce object (e.g., 'Account'). Returns field names, types, relationships, and metadata. Use before querying to understand available fields.

No parameters required.

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sf_list_objects

List all SObject types available in your Salesforce org. Returns object names and labels. Use to discover queryable objects.

No parameters required.

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sf_create_record

Create a new Salesforce record. Specify object type (e.g., 'Contact') and field values. Returns the new record ID.

No parameters required.

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sf_update_record

Update an existing Salesforce record by ID. Specify object type and field values to change. Returns success status.

No parameters required.

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sf_delete_record

Delete a Salesforce record by ID. Specify object type and record ID. Returns success status.

No parameters required.

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Test with curl

The gateway speaks JSON-RPC 2.0 over HTTP POST. You can test any pack directly from the terminal.

List available tools
bash
curl -X POST https://gateway.pipeworx.io/salesforce/mcp \
  -H "Content-Type: application/json" \
  -d '{"jsonrpc":"2.0","id":1,"method":"tools/list"}'
Call a tool
bash
curl -X POST https://gateway.pipeworx.io/salesforce/mcp \
  -H "Content-Type: application/json" \
  -d '{"jsonrpc":"2.0","id":2,"method":"tools/call","params":{"name":"sf_query","arguments":{}}}'

Use with the SDK

Install @pipeworx/sdk to call tools from any TypeScript/Node project.

TypeScript
import { Pipeworx } from '@pipeworx/sdk';
const px = new Pipeworx();
const result = await px.call("sf_query", {});
ask_pipeworx
// Or ask in plain English:
const answer = await px.ask("query, search, and manage salesforce crm records — accounts, contacts, opportunities — via soql and sosl");