CRM
Salesforce Hosted MCP Servers
Published by Salesforce
Salesforce-hosted MCP servers for CRM data and workflows — the base for Financial Services Cloud households.
Remote
OAuth
Official
What this server supplies
Fields this server can cover in the valuation checklist, and the methods each one drives.
Client households
Drives: Client Value
Client retention score (0-100)
Drives: Quality multiplier
Revenue concentration score (0-100, higher = well spread)
Drives: Quality multiplier
What you approve
- 1.A Salesforce admin enables the hosted MCP server for your org.
- 2.Complete the OAuth consent as a user whose visibility covers every household.
How your agent connects it
- 1.Add the Salesforce hosted MCP server to your assistant and finish the OAuth round-trip.
- 2.Ask the agent to summarize Account and FinServ__FinancialAccount__c for household counts and top-household concentration.
Figures, not records
Your agent reads Salesforce Hosted MCP Servers directly and passes only the figures the valuation needs. Those numbers are stored on your practice record alongside their provenance and the calculated outputs. The statements, exports, position data and CRM records behind them stay in your platforms, and ValuationMCP never holds your platform credentials. See the Privacy Policy.
Server details, tier and auth mode sourced from the WealthMCP directory.