Salesforce MCP Server

Name: Salesforce MCP Server
Author: tomnagengast

@tomnagengast

Repository

About Salesforce MCP Server

Model Context Protocol server for Salesforce integration - enables AI agents to securely access Salesforce data

#mcp-server #salesforce #ai-integration

Basic information

Config

Add this server to your MCP-compatible client using the configuration below.

{
  "mcpServers": {
    "mcp-server-salesforce-tomnagengast": {
      "command": "npx",
      "args": [
        "github:tomnagengast/mcp-server-salesforce"
      ]
    }
  }
}

Tools

No tools detected

We auto-extract tools from the README. The maintainer can list them under a ## Tools heading to populate this section.

Overview

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.

Comments

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