MCP Salesforce Server

@AiondaDotCom

代码仓库

基本信息

分类

数据与分析

许可证

BSD-2-Clause license

传输方式

stdio

作者

AiondaDotCom

提交者

Stephan Ferraro

关于 MCP Salesforce Server

🚀 Complete MCP (Model Context Protocol) server for Salesforce integration with Claude Desktop. Provides seamless OAuth authentication, universal CRUD operations on any Salesforce object.

#nodejs #macos #linux #oauth #mcp #keychain #crm #salesforce #api-integration #claude-desktop #model-context-protocol

MCP Salesforce Server 配置

使用下面的配置,将此服务器添加到你的 MCP 客户端。

{
  "mcpServers": {
    "salesforce": {
      "command": "npx",
      "args": [
        "@aiondadotcom/mcp-salesforce"
      ],
      "env": {
        "SALESFORCE_CLIENT_ID": "your-client-id",
        "SALESFORCE_CLIENT_SECRET": "your-client-secret",
        "SALESFORCE_INSTANCE_URL": "https://yourorg.salesforce.com"
      }
    }
  }
}

MCP Salesforce Server 工具

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点击上方按钮,在临时沙箱中运行此服务器并实时获取工具列表。

概览

What is MCP Salesforce Server?

An MCP server that provides seamless Salesforce integration via OAuth authentication, enabling AI assistants like Claude to interact with any Salesforce organization through a secure, generic interface.

How to use MCP Salesforce Server?

Install via NPX (npx @aiondadotcom/mcp-salesforce) or clone the repository for development. Configure environment variables (SALESFORCE_CLIENT_ID, SALESFORCE_CLIENT_SECRET, SALESFORCE_INSTANCE_URL) and add the server to your MCP client configuration. Claude automatically handles OAuth authentication on first use.

Key features of MCP Salesforce Server

Seamless OAuth authentication with automatic token refresh.
Zero manual setup – Claude handles OAuth flow transparently.
Works with any Salesforce org, including custom objects.
Smart installation learning – analyzes all objects and fields.
Full CRUD operations on any Salesforce record.
Comprehensive backup system with file and schema support.
Point-in-time data recovery via the Time Machine feature.

Use cases of MCP Salesforce Server

Verify and update account addresses in Salesforce.
Query recent contacts or opportunities using SOQL.
Create, update, or delete any Salesforce records.
Explore Salesforce schema and learn custom objects.
Perform full or incremental backups of data and files.

常见问题

What are the runtime requirements?

Node.js 18+ and macOS are required for secure token storage.

How do I set up Salesforce OAuth?

Create a Connected App in Salesforce with OAuth enabled, copy the Consumer Key and Secret, and set them as environment variables.

Do I need to run any manual OAuth flows?

No. Claude automatically triggers the OAuth flow when authentication is needed.

What does the `salesforce_learn` tool do?

It analyzes your complete Salesforce installation (objects, fields, relationships) and stores the information locally for intelligent assistance.

Does the backup include files and documents?

Yes. It backs up ContentVersions, Attachments, Documents, and all object data with complete schema information.

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