a year ago
A comprehensive Model Context Protocol (MCP) server that provides seamless Salesforce integration for AI development tools like Claude Desktop, Cline, and other MCP-compatible clients.
Overview
What is Salesforce MCP Server?
Salesforce MCP Server is a Model Context Protocol (MCP) server designed to interact with Salesforce, enabling MCP clients to perform basic CRUD operations on Salesforce objects.
How to use Salesforce MCP Server?
To use the Salesforce MCP Server, install the necessary dependencies, configure your Salesforce credentials in the .env file, and build the server. Then, configure your MCP client to connect to the server.
Key features of Salesforce MCP Server?
- Connects to Salesforce using Username/Password + Security Token authentication.
- Provides tools to interact with Account, Contact, and Opportunity objects.
- Supports CRUD operations for Salesforce records.
Use cases of Salesforce MCP Server?
- Automating the creation of Salesforce records.
- Retrieving details of existing Salesforce records.
- Updating Salesforce records based on user input.
- Querying Salesforce records for reporting purposes.
FAQ from Salesforce MCP Server?
- What types of Salesforce objects can I interact with?
You can interact with Account, Contact, and Opportunity objects.
- How do I authenticate with Salesforce?
You authenticate using your Salesforce username, password, and security token.
- What happens if multiple records match the name when updating?
The update operation will fail if zero or multiple records match the name to prevent ambiguity.
Server Config
{
"mcp.servers": {
"salesforce": {
"command": "npx",
"args": [
"-y",
"@jjar/salesforce-mcp-server"
],
"env": {
"SF_USERNAME": "your-username@company.com",
"SF_PASSWORD": "your-password",
"SF_SECURITY_TOKEN": "",
"SF_LOGIN_URL": "https://login.salesforce.com"
},
"disabled": false,
"alwaysAllow": [
"test-connection",
"execute-soql",
"describe-sobject",
"get-record",
"get-apex-logs",
"list-metadata-types"
]
}
}
}