What authentication does it use?
It uses the OAuth 2.0 Client Credentials Flow. Your connected app must have this flow enabled, and an execution user must be selected.
Salesforce MCP Server
@suraj20028
基本信息
关于 Salesforce MCP Server
MCP Server for Salesforce Operations
Salesforce MCP Server 配置
Salesforce MCP Server 工具
9Search for standard and custom objects by partial name matches
Get detailed schema information for a Salesforce object
Get extended object metadata using direct REST API calls
Explore parent-child relationships between objects
Query records with support for relationships and filters
Find fields of specific data types in an object
Retrieve all values for a picklist field
Get details about validation rules on an object
Configure and retrieve debug logs for users
概览
What is Salesforce MCP Server?
An MCP (Model Context Protocol) server that integrates Claude/VS Code with Salesforce, enabling natural language interactions with Salesforce data and metadata. It allows Claude or GitHub Copilot to query, modify, and manage Salesforce objects and records using everyday language.
How to use Salesforce MCP Server?
Install Docker, pull the image suraj20028/salesforce-mcp-server, and obtain Salesforce OAuth2 credentials (Client ID, Client Secret, Instance URL). Configure the server in VS Code by adding the provided JSON block to your User Settings or .vscode/mcp.json. The server runs as a Docker container with environment variables for authentication.
Key features of Salesforce MCP Server
- Smart object search by partial name matches
- Detailed schema information for any Salesforce object
- Flexible record queries with relationship support and filters
- Picklist value retrieval for any picklist field
- Field type filtering across objects
- Relationship exploration of parent-child connections
- Enhanced API metadata via direct REST API calls
- Debug log management for Salesforce users
- Validation rules details on objects
Use cases of Salesforce MCP Server
- Find all objects related to a topic (e.g., "objects for order management")
- Retrieve schema details or picklist values for a Salesforce object
- Query records with filters and relationships (e.g., "high-priority Cases with related Contacts")
- Manage debug logs for specific users (enable, disable, retrieve)
- Inspect validation rules on objects (e.g., "validation rules on Opportunity")
常见问题
What are the runtime requirements?
Docker is required. The server runs as a Docker container using the image `suraj20028/salesforce-mcp-server`. No other runtime dependencies are needed.
Where does my Salesforce data live?
All data remains in your Salesforce org. The server only queries or modifies it through MCP tools; it does not store data externally.
Which clients are supported?
The server integrates with Claude (via MCP) and GitHub Copilot (via VS Code’s MCP support). Configuration examples are provided for VS Code.
How do I configure the server for the first time?
Install Docker, pull the image, and add the JSON configuration to your VS Code User Settings or `.vscode/mcp.json`. Provide your Salesforce credentials as environment variables through the inputs.
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