Salesforce MCP Server

What is Salesforce MCP Server?

Salesforce MCP Server is a Model Context Protocol server that gives AI agents secure access to Salesforce data and operations. It allows sales, marketing, and executive teams to interact with their Salesforce CRM through natural language.

How to use Salesforce MCP Server?

Install via npx github:tomnagengast/mcp-server-salesforce or clone and build. Configure environment variables with Salesforce Connected App credentials. Add the server to your Claude Desktop config. Start with npm run dev or npm run start. The server runs in read-only mode by default; set SALESFORCE_READ_ONLY_MODE=false to enable write operations.

Key features of Salesforce MCP Server

• Search across records, execute SOQL, and perform global searches
• Read records and navigate related records
• Read-only mode by default for safe testing
• OAuth 2.0 authentication with token management
• Configurable write operations (create, update, delete)
• Supports Accounts, Contacts, Leads, Opportunities, Cases, and Activities

Use cases of Salesforce MCP Server

• Sales pipeline management and account research
• Marketing campaign analysis and lead scoring
• Executive revenue forecasting and performance metrics
• Customer health monitoring and engagement tracking

FAQ from Salesforce MCP Server

What is read-only mode?

The server starts in safe read-only mode. Only search and read tools are available. Set SALESFORCE_READ_ONLY_MODE=false to enable write operations.

How do I authenticate with Salesforce?

Use OAuth 2.0. Provide your Salesforce Connected App’s client ID, client secret, username, password, and security token in environment variables.

Which Salesforce objects are supported?

Accounts, Contacts, Leads, Opportunities, Cases, and Activities are supported.

Can I use a Salesforce sandbox?

Yes. Set SALESFORCE_LOGIN_URL to https://test.salesforce.com and provide sandbox credentials.

What tools does the server offer?

Search tools: search_records, soql_query, global_search. Read tools: get_record, get_related_records, get_record_history. Write tools (requires write mode): create_record, update_record, delete_record.