Salesforce CRM

🚀 Salesforce MCP Server

A Model Context Protocol (MCP) server implemented using jsforce via Salesforce's REST API for interacting with Salesforce.

🚀 Quick Start

Installation via Smithery

Automatically install the Salesforce Server for Claude Desktop through Smithery:

npx -y @smithery/cli install salesforce-mcp-server --client claude

✨ Features

• Execute SOQL queries.
• Retrieve object metadata.
• Create, update, and delete records.
• Handle secure authentication.
• Access real-time data.

📦 Installation

1. Clone the repository.
2. Copy .env.example to .env and fill in your Salesforce credentials.
3. Install dependencies: npm install.
4. Build the project: npm run build.
5. Start the server: npm start.

💻 Usage Examples

Basic Usage

The server exposes several functions:

query

{
  "command": "query",
  "queryString": "SELECT Id, Name FROM Account"
}

describe_object

{
  "command": "describe_object",
  "objectName": "Account"
}

create_record

{
  "command": "create_record",
  "objectName": "Account",
  "fields": {
    "Name": "New Account",
    "Industry": "Technology"
  }
}

update_record

{
  "command": "update_record",
  "recordId": "001xx00000XXXXX",
  "objectName": "Account",
  "fields": {
    "Name": "Updated Account",
    "Industry": "Software"
  }
}

delete_record

{
  "command": "delete_record",
  // The original document didn't complete this JSON example, but we keep it as is according to the rules
}