Sfdcall
@shreymittal1000
About Sfdcall
No overview available yet
Basic information
Config
Add this server to your MCP-compatible client using the configuration below.
{
"mcpServers": {
"salesforce": {
"command": "uvx",
"args": [
"--from",
"salesforce-mcp",
"salesforce"
],
"env": {
"USERNAME": "YOUR_SALESFORCE_USERNAME",
"PASSWORD": "YOUR_SALESFORCE_PASSWORD",
"SECURITY_TOKEN": "YOUR_SALESFORCE_SECURITY_TOKEN"
}
}
}
}Tools
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Overview
What is Sfdcall?
Sfdcall is a Model Context Protocol server that enables users to interact with Salesforce data and metadata using natural language. It connects to a Salesforce org and allows business users, developers, and administrators to query records, manage data, and configure the platform through an AI assistant.
How to use Sfdcall?
You can use Sfdcall via a cloud version by visiting salesforce-mcp.com and authenticating with your Salesforce org, or install it locally by setting up environment variables (USERNAME, PASSWORD, SECURITY_TOKEN) in your claude_desktop_config.json under the mcpServers section and running it with uvx.
Key features of Sfdcall
- Ask questions about Salesforce records in natural language
- Search across your org for records matching any criteria
- Explore available fields and objects in your data model
- Create, update, and delete Salesforce records
- Access and manage development tools like Apex classes
- Interact with custom Salesforce applications and REST endpoints
- Connect to any Salesforce API endpoint for advanced functionality
Use cases of Sfdcall
- Get sales insights: "Show me all accounts created in the last 30 days with annual revenue"
- Perform record management: "Create a new Account named 'Acme Corp' with industry 'Technology'"
- Support developer tasks: "Show me all Apex classes in the org"
- Integrate with custom services: "Call the custom Apex REST endpoint '/MyCustomService'"
FAQ from Sfdcall
What are the two ways to use Sfdcall?
You can use the cloud version (recommended for most users) by visiting salesforce-mcp.com and authenticating, or install it locally using uvx and your Salesforce credentials.
What Salesforce credentials are needed for local installation?
You need your Salesforce username, password, and security token. These are set as environment variables in the configuration file.
How secure are my Salesforce credentials?
Your credentials are stored securely and used only to establish the connection to your org. They are never stored or shared with third parties.
Where can I get support or request new features?
Visit the documentation at salesforce-mcp.com, contact support at [email protected], or join the Discord channel. Feature requests can also be made via pull requests.
What can I do if I need functionality not listed?
You can request missing functionality on the Discord channel or contribute by submitting a pull request to the repository.
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