How to connect Salesforce to Cursor

1. 1. Enable Salesforce in Metorial

   In your Metorial portal, enable the Salesforce MCP server and sign in with the account that owns the data. Access stays governed by your team policies.

2. 2. Add Metorial to your MCP config

   Use ~/.cursor/mcp.json for every project, or .cursor/mcp.json for one.

   Copy

   {
     "mcpServers": {
       "metorial": {
         "url": "<your-magic-mcp-url>"
       }
     }
   }

3. 3. Sign in

   Open Customize in the sidebar, find Metorial and sign in to load Salesforce tools.

• Describe Object: Retrieve metadata about a Salesforce object type, including its fields, relationships, record types, and supported operations.
• Upsert Record: Insert or update (upsert) a Salesforce record using an external ID field.
• Manage Bulk Job: Create, monitor, and manage Salesforce Bulk API 2.0 jobs for processing large data volumes.
• Run Report: Run an existing Salesforce report and retrieve its results, or list available reports.
• Composite Request: Execute multiple API subrequests in a single call using the Salesforce Composite API.
• Search Records: Perform a full-text search across multiple Salesforce objects using SOSL (Salesforce Object Search Language).
• Manage Chatter: Interact with Salesforce Chatter feeds.
• Update Record: Update an existing Salesforce record.
• Get Record: Retrieve a single Salesforce record by its ID and object type.
• Get Org Limits: Retrieve the current API usage limits and remaining allocations for the Salesforce org.
• Query Records: Execute a SOQL (Salesforce Object Query Language) query to retrieve records.
• Delete Record: Delete a Salesforce record by its ID and object type.
• Create Record: Create a new record in Salesforce for any standard or custom object type.
• Get User Info: Retrieve information about the authenticated Salesforce user from the OAuth userinfo endpoint.

• Cursor picks MCP tools automatically when they are relevant, including in Plan Mode. Name a Salesforce tool to steer it.
• Cursor asks for approval before it uses an MCP tool by default. Click the arrow next to the tool name to check the arguments first.
• Switch the Metorial server off from Customize in the sidebar without removing it.
• Cursor shows each Salesforce tool response in chat, with expandable views of the arguments and the result.

Metorial connects but tools are missing or failing

Open the Output panel (Cmd+Shift+U), choose MCP Logs, and look for authentication or connection errors.

Your company blocks the server

Enterprise admins approve remote servers in Team Settings, then MCP Configuration. Ask them to add a URL entry for your Metorial URL.

Cursor asks before every tool call

That is the default. Allowlist the Metorial tools you trust in your Run Mode settings to run them without a prompt.

Based on the Cursor MCP documentation.