MCP Server Salesforce

Salesforce MCP server implementation, integrating Claude AI for natural language interaction, supporting querying, modifying, and managing Salesforce data and metadata.

Developer tools Customer data platform #Salesforce integration #Natural language interaction #Data management #Apex management Local .TypeScript

rating : 2.5 points

downloads : 36

update time : 2025-04-29

What is Salesforce MCP Server?

Salesforce MCP Server is a server that integrates Claude with Salesforce, allowing you to query, modify, and manage objects and records in Salesforce using everyday language.

How to use Salesforce MCP Server?

You can easily operate Salesforce data and metadata through simple natural language input. After installation, just configure it according to the instructions and you can start using it.

Applicable scenarios

Suitable for enterprise users and technical personnel who need to efficiently manage and analyze Salesforce data.

Main features

Object and field managementCreate and modify custom objects and fields through natural language.

Smart object searchFind standard and custom objects through partial name matching.

Detailed schema informationGet comprehensive field and relationship details of any object.

Flexible data queriesSupport complex WHERE condition queries, including parent - child relationships.

Data manipulationInsert, update, delete, and merge records.

Cross - object searchSearch between multiple objects through SOSL.

Apex code managementRead, create, and update Apex classes and triggers.

Intuitive error handlingProvide feedback with Salesforce - specific error details.

Advantages and limitations

Advantages

Simplify Salesforce data operations through natural language.

Support complex cross - object queries.

Provide detailed Schema information.

Easy to integrate into existing workflows.

Limitations

Requires a certain basic understanding of Salesforce.

Query performance may need to be optimized for large - scale data.

Depends on correct authentication settings.

How to use

Install MCP Server

Run the following command to install MCP Server: npm install -g @tsmztech/mcp-server-salesforce.

Configure authentication

Choose an appropriate authentication method (username/password or OAuth 2.0) according to your needs.

Start using

Use natural language to input queries or commands, for example: 'Find all objects related to Accounts'.

Usage examples

Case 1: Search for objectsSearch for all objects related to Accounts by partial name.

Case 2: Get Schema informationGet detailed Schema information of the Account object.

Case 3: Query recordsQuery all Accounts created this month.

Frequently Asked Questions

How to connect to Salesforce?

Does it support cross - object search?

How to execute anonymous Apex code?

Related resources

Official documentation

Detailed installation and usage guide.

GitHub repository

Source code and contribution guide.

Demo video

Quick start tutorial.

🚀 Salesforce MCP Server

The Salesforce MCP (Multi - Tenant Core Platform) Server enables you to interact with Salesforce instances via the command - line interface. This tool supports a variety of operations, including searching for objects, retrieving schema information, querying records, managing custom objects, and handling Apex code.

🚀 Quick Start

The Salesforce MCP Server provides a convenient way to interact with Salesforce instances. You can perform multiple operations through simple commands.

✨ Features

Search for objects in Salesforce.
Retrieve schema information of objects.
Query records based on different conditions.
Manage custom objects, such as creating, modifying, and updating sharing settings.
Handle Apex code (not shown in detailed examples in this README).

📦 Installation

Install using npm

npm install -y @tsmztech/mcp-server-salesforce

📚 Documentation

Configuration Guide

Environment Variable Configuration

Before using the tool, make sure to set the following environment variables:

SALESFORCE_CONNECTION_TYPE: Specify the connection type, supporting User_Password and OAuth_2.0_Client_Credentials.
SALESFORCE_USERNAME: Salesforce username (only applicable to User_Password).
SALESFORCE_PASSWORD: Salesforce password (only applicable to User_Password).
SALESFORCE_TOKEN: Security token (only applicable to User_Password).
SALESFORCE_CLIENT_ID: OAuth 2.0 client ID (only applicable to OAuth_2.0_Client_Credentials).
SALESFORCE_CLIENT_SECRET: OAuth 2.0 client secret (only applicable to OAuth_2.0_Client_Credentials).
SALESFORCE_INSTANCE_URL: Salesforce instance URL, e.g., https://your-domain.my.salesforce.com.

💻 Usage Examples

Search for Objects

"Find all objects related to Accounts"
"Show me objects that handle customer service"
"What objects are available for order management?"

Retrieve Schema Information

"What fields are available in the Account object?"
"Show me the picklist values for Case Status"
"Describe the relationship fields in Opportunity"

Query Records

"Get all Accounts created this month"
"Show me high-priority Cases with their related Contacts"
"Find all Opportunities over $100k"

Manage Custom Objects

"Create a Customer Feedback object"
"Add a Rating field to the Feedback object"
"Update sharing settings for the Service Request object"

Development Instructions

Build from Source Code

# Clone the repository
git clone https://github.com/tsmztech/mcp-server-salesforce.git

# Enter the directory
cd mcp-server-salesforce

# Install dependencies
npm install

# Build the project
npm run build