Salesforce MCP Server

🚀 Salesforce MCP Server

An MCP (Model Context Protocol) server implementation that integrates Claude into Salesforce, enabling you to interact with your Salesforce data and metadata through natural language. This server allows Claude to query, modify, and manage Salesforce data using everyday language.

🚀 Quick Start

📦 Installation

# Clone the repository
git clone https://github.com/surajadsul02/mcp-server-salesforce.git

# Navigate to the directory
cd mcp-server-salesforce

# Install dependencies
npm install

# Build the project
npm run build

⚙️ Setup

Environment Variable Configuration

Using Username/Password Authentication:

• SALESFORCE_USERNAME: Your Salesforce username or email
• SALESFORCE_PASSWORD: Your Salesforce password
• SALESFORCE_TOKEN: Your Salesforce security token
• SALESFORCE_INSTANCE_URL: Defaults to https://login.salesforce.com

Using OAuth2 Authentication:

• SALESFORCE_USERNAME: Your Salesforce username or email
• SALESFORCE_PASSWORD: Your Salesforce password
• SALESFORCE_CONSUMER_KEY: The consumer key of the connected app
• SALESFORCE_CONSUMER_SECRET: The consumer secret of the connected app
• SALESFORCE_INSTANCE_URL: Defaults to https://login.salesforce.com

💻 Usage Examples

Search for Objects

"Find all objects related to Account"
"Show objects handling customer support"
"What objects are available for order management?"

Get Schema Information

"What fields are available for the Account object?"
"Show the dropdown values for Case status"
"Describe the relationship fields of Opportunity"

Query Records

"Get all Accounts created this month"
"Show high-priority Cases and their related contacts"
"Find all Opportunities with an amount over $100,000"

Manage Custom Objects

"Create a customer feedback object"
"Add a rating field to the feedback object"
"Update the sharing settings of the service request object"

Cross-Object Search

"Find 'cloud' in Account and Opportunity"
"Find 'network issues' in Cases and knowledge articles"
"Search for the customer name in all related objects"

🔧 Development

Build from Source Code

# Clone the repository
git clone https://github.com/surajadsul02/mcp-server-salesforce.git

# Navigate to the directory
cd mcp-server-salesforce

# Install dependencies
npm install

# Build the project
npm run build

🛠️ Troubleshooting

1. Authentication Errors

   • Verify that your credentials are correct.
   • When using username/password authentication: Ensure the security token is correct.
   • When using OAuth2: Verify the consumer key and secret.

2. Connection Issues

   • Check the Salesforce instance URL.
   • Ensure a proper network connection.
   • Ensure correct API access permissions.

3. Cursor IDE Integration

   • Restart the Cursor IDE after configuration changes.
   • Use the developer tools to check for error messages (Help > Toggle Developer Tools).
   • Confirm that the package is installed globally.

4. Claude Desktop Integration

   • Verify the configuration file location.
   • Check file permissions.
   • Restart Claude Desktop after configuration changes.
   • Ensure environment variables are set correctly.

👥 Contribution

Contributions are welcome! Feel free to submit a Pull Request.

📄 License

This project is licensed under the MIT License. Please refer to the LICENSE file for details.

❓ Issues and Support

If you encounter any issues or need support, please submit an issue in the GitHub repository.