Salesforce MCP Server

@tomnagengast

代码仓库

基本信息

分类

数据与分析

传输方式

stdio

作者

tomnagengast

关于 Salesforce MCP Server

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

#mcp-server #salesforce #ai-integration

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

Salesforce MCP Server 工具

工具列表暂未提供

当前收录暂时没有可展示的工具列表，不代表服务没有工具。请查阅项目文档了解支持的能力。

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 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

常见问题

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`.

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