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MCP Server Salesforce
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MCP Server Salesforce

Salesforce MCP server implementation, integrating Claude AI for natural language interaction, supporting querying, modifying, and managing Salesforce data and metadata.
Developer toolsCustomer data platform#Salesforce integration#Natural language interaction#Data management#Apex management Local.TypeScript
2.5 points
9.8K
Open Site

Overview

Tools List

Content Details

Alternatives

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 management
Create and modify custom objects and fields through natural language.
Smart object search
Find standard and custom objects through partial name matching.
Detailed schema information
Get comprehensive field and relationship details of any object.
Flexible data queries
Support complex WHERE condition queries, including parent - child relationships.
Data manipulation
Insert, update, delete, and merge records.
Cross - object search
Search between multiple objects through SOSL.
Apex code management
Read, create, and update Apex classes and triggers.
Intuitive error handling
Provide feedback with Salesforce - specific error details.
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 objects
Search for all objects related to Accounts by partial name.
Case 2: Get Schema information
Get detailed Schema information of the Account object.
Case 3: Query records
Query 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.

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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