Salesforce MCP Server
S

Salesforce MCP Server

The Salesforce MCP server is a service that enables natural - language interaction with Salesforce data, supporting functions such as object management, data query, and operation through Claude.
2 points
8.7K

What is the Salesforce MCP Server?

The Salesforce MCP Server is a server based on the Model Context Protocol (MCP) that allows users to interact with Salesforce objects and records through natural language. You can easily create, query, update, or delete data.

How to use the Salesforce MCP Server?

Simply enter simple natural language commands, and the server will automatically parse and execute the corresponding operations. For example, you can search for customer data or manage custom objects through natural language.

Applicable scenarios

Suitable for enterprise users who need to efficiently manage and analyze Salesforce data, especially professionals who want to simplify workflows and improve productivity.

Main features

Object and field management
Create and modify custom objects and fields through natural language.
Smart object search
Quickly find relevant Salesforce objects based on partial names.
Detailed schema information
Get comprehensive field and relationship details of any object.
Flexible data queries
Support queries with complex filters and cross - object relationships.
Data manipulation
Insert, update, delete, and merge records.
Cross - object search
Search using SOSL across multiple objects.
Intuitive error handling
Provide clear feedback with detailed Salesforce - specific error information.
Advantages
Driven by natural language, no need to write complex code.
Support cross - object queries and advanced filtering.
Provide detailed Schema information for quick onboarding.
Powerful error prompts to help diagnose problems.
Limitations
Requires correct authentication information to run.
Some advanced features may depend on API permissions.
Additional configuration may be required for non - conventional requirements.

How to use

Install the MCP server
First, ensure that the Node.js environment is installed, and then globally install the MCP server.
Configure authentication information
Set your Salesforce credentials, including username, password, security token, and instance URL.
Start the server
After starting the server, you can start interacting with Salesforce.

Usage cases

Case title: Search account data
Demonstrate how to search account data through natural language.
Case title: Manage custom objects
Demonstrate how to dynamically create custom objects.
Case title: Cross - object query
Demonstrate how to query across multiple objects.

Frequently Asked Questions

How to ensure the security of my authentication information?
What if I encounter a connection failure?
How to verify that the MCP server is working properly?

Related resources

Official documentation
Deeply learn how to use the MCP server.
GitHub repository
View the source code and contribute.
Installation guide
Step - by - step installation tutorial.

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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