salesforce-automation

Salesforce Automation via Rube MCP

Automate Salesforce CRM operations through Composio's Salesforce toolkit via Rube MCP.

Prerequisites

• Rube MCP must be connected (RUBE_SEARCH_TOOLS available)
• Active Salesforce connection via RUBE_MANAGE_CONNECTIONS with toolkit salesforce
• Always call RUBE_SEARCH_TOOLS first to get current tool schemas

Setup

Get Rube MCP: Add https://rube.app/mcp as an MCP server in your client configuration. No API keys needed — just add the endpoint and it works.

1. Verify Rube MCP is available by confirming RUBE_SEARCH_TOOLS responds
2. Call RUBE_MANAGE_CONNECTIONS with toolkit salesforce
3. If connection is not ACTIVE, follow the returned auth link to complete Salesforce OAuth
4. Confirm connection status shows ACTIVE before running any workflows

Core Workflows

1. Manage Leads

When to use: User wants to create, search, update, or list leads

Tool sequence:

1. SALESFORCE_SEARCH_LEADS - Search leads by criteria [Optional]
2. SALESFORCE_LIST_LEADS - List all leads [Optional]
3. SALESFORCE_CREATE_LEAD - Create a new lead [Optional]
4. SALESFORCE_UPDATE_LEAD - Update lead fields [Optional]
5. SALESFORCE_ADD_LEAD_TO_CAMPAIGN - Add lead to campaign [Optional]
6. SALESFORCE_APPLY_LEAD_ASSIGNMENT_RULES - Apply assignment rules [Optional]

Key parameters:

• LastName: Required for lead creatio