M

MCP Salesforce

A Salesforce connector that implements the Model Context Protocol, supporting LLM to interact with Salesforce data through SOQL queries and SOSL searches.
2.5 points
59

What is the MCP Salesforce Connector?

This is a bridge service that connects AI models with Salesforce data, allowing you to retrieve or modify data in Salesforce through natural - language queries without writing complex code.

How to use the MCP Salesforce Connector?

Simply configure your Salesforce account information, and the AI model can help you query customer information, sales data, etc., as simple as having a conversation with an assistant.

Applicable scenarios

It is suitable for business scenarios such as sales teams quickly querying customer information, customer service representatives looking up order status, and managers analyzing sales data.

Main features

Data queryUse natural language to query data in Salesforce, supporting various objects such as customers, orders, and products.
Data searchQuickly search for various types of information in Salesforce, supporting fuzzy matching and advanced filtering.
Metadata viewView the structural information of Salesforce objects to understand which fields are available.
Data creation, deletion, and modificationCreate, update, and delete records in Salesforce.
Tooling APIAccess the Salesforce developer tool API.
Apex RESTExecute custom Apex REST services.

Advantages and limitations

Advantages
No need to learn complex Salesforce query languages
Retrieve the required data through natural language
Support most core functions of Salesforce
Simple configuration and easy integration
Limitations
Need to provide Salesforce account credentials
Complex queries may require a specific format
Performance is limited by the Salesforce API

How to use

Prepare Salesforce account information
Get your Salesforce username, password, and security token.
Configure the connector
Add Salesforce connector settings to the configuration file.
Start the service
Run the MCP server, and the connector will be automatically initialized.
Start querying
Submit your data requirements to the AI model through natural language.

Usage examples

Find high - value customersThe sales manager needs to find customers whose order amount exceeded 500,000 in the last three months.
Update customer statusThe customer service representative needs to update the VIP status of a group of customers to 'Gold Member'.
Sales data analysisThe regional manager needs to analyze the sales situation of each product line in different regions.

Frequently Asked Questions

How to get the Salesforce security token?
What if the query results are inaccurate?
Does it support batch operations?
Will there be a delay in data updates?

Related resources

Salesforce official documentation
Documentation for Salesforce developers and administrators
MCP protocol description
Official description of the Model Context Protocol
Connector GitHub repository
Source code and issue tracking for this connector
Installation
Copy the following command to your Client for configuration
Note: Your key is sensitive information, do not share it with anyone.
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