Salesforce MCP Server

What is Salesforce MCP Server?

The Salesforce MCP Server is a Model Context Protocol server that integrates Claude with Salesforce, enabling natural language interactions with your Salesforce data and metadata. It allows Claude to query, modify, and manage Salesforce objects and records using everyday language. This server is for developers and admins who want to interact with Salesforce through conversational AI.

How to use Salesforce MCP Server?

Install globally via npm (npm install -g @tsmztech/mcp-server-salesforce) or download the pre‑configured extension for Claude Desktop. Configure authentication using one of three methods (Username/Password, OAuth 2.0 Client Credentials, or Salesforce CLI) and add the corresponding environment variables to your claude_desktop_config.json. After setup, invoke any of the 15+ tools (e.g., salesforce_query_records, salesforce_manage_object) through natural language.

Key features of Salesforce MCP Server

• Object and field management with natural language
• Smart object search using partial name matches
• Detailed schema information including relationships
• Flexible data queries with parent/child relationships
• Cross‑object SOSL search across multiple objects
• Apex class and trigger read/write management

Use cases of Salesforce MCP Server

• Find and describe Salesforce objects and their fields without navigating the UI
• Query records with complex filters and relationships for reporting
• Create, update, or delete custom objects and fields conversationally
• Run aggregate queries (COUNT, SUM, AVG) grouped by fields
• Manage Apex code—read, create, or update classes and triggers

FAQ from Salesforce MCP Server

What authentication methods are supported?

Three methods: Username/Password with security token, OAuth 2.0 Client Credentials Flow (using a Connected App), and Salesforce CLI authentication (recommended for local development).

How do I install the Salesforce MCP Server?

Install globally via npm (npm install -g @tsmztech/mcp-server-salesforce) or download the .dxt extension file and drag it into Claude Desktop’s Extensions settings.

How do I configure it with Claude Desktop?

Add a salesforce entry to your claude_desktop_config.json with the appropriate command (npx -y @tsmztech/mcp-server-salesforce) and environment variables for your chosen authentication method.

Can I switch between multiple Salesforce orgs?

Yes. Using Salesforce CLI authentication, the server automatically uses the default org configured in your VS Code workspace, making it easy to switch between orgs.

What tools does the server provide?

The server exposes over 15 tools covering object search, schema description, record queries (including aggregate queries), DML operations, custom object and field management, SOSL search, Apex class/trigger read/write, anonymous Apex execution, and debug log management.