Salesforce MCP Server

What is Salesforce MCP Server?

An MCP (Model Context Protocol) server that integrates Claude/VS Code with Salesforce, enabling natural language interactions with Salesforce data and metadata. It allows Claude or GitHub Copilot to query, modify, and manage Salesforce objects and records using everyday language.

How to use Salesforce MCP Server?

Install Docker, pull the image suraj20028/salesforce-mcp-server, and obtain Salesforce OAuth2 credentials (Client ID, Client Secret, Instance URL). Configure the server in VS Code by adding the provided JSON block to your User Settings or .vscode/mcp.json. The server runs as a Docker container with environment variables for authentication.

Key features of Salesforce MCP Server

• Smart object search by partial name matches
• Detailed schema information for any Salesforce object
• Flexible record queries with relationship support and filters
• Picklist value retrieval for any picklist field
• Field type filtering across objects
• Relationship exploration of parent-child connections
• Enhanced API metadata via direct REST API calls
• Debug log management for Salesforce users
• Validation rules details on objects

Use cases of Salesforce MCP Server

• Find all objects related to a topic (e.g., "objects for order management")
• Retrieve schema details or picklist values for a Salesforce object
• Query records with filters and relationships (e.g., "high-priority Cases with related Contacts")
• Manage debug logs for specific users (enable, disable, retrieve)
• Inspect validation rules on objects (e.g., "validation rules on Opportunity")