Kablewy Salesforce MCP Server
K

Kablewy Salesforce MCP Server

The Salesforce MCP server is a REST API implementation based on jsforce, used to interact with the Salesforce platform, providing functions such as data query, metadata retrieval, record creation, deletion, and modification, and includes a secure authentication mechanism.
2.5 points
5.6K

What is the Salesforce MCP Server?

The Salesforce MCP Server is a middleware service that allows non - technical users to interact with the Salesforce platform through simple JSON instructions. It encapsulates complex API calls and provides a standardized data operation interface.

How to use the Salesforce MCP Server?

By sending formatted JSON requests to the server endpoint, you can perform operations such as queries, getting object information, creating/updating/deleting records, without directly dealing with the complexity of the Salesforce API.

Applicable scenarios

Suitable for scenarios where Salesforce data needs to be integrated into other systems, or when providing simplified data access tools for business users. Typical use cases include data report generation, customer information management, and system integration.

Main features

Data query
Use the SOQL query language to retrieve data in Salesforce, supporting complex condition filtering and field selection.
Metadata access
Get the structural information of Salesforce objects, including fields, relationships, and validation rules.
Record operations
Full CRUD (Create, Read, Update, Delete) functions, supporting batch operations.
Secure authentication
Built - in OAuth2.0 authentication process, securely stores access credentials.
Advantages
Simplify the complexity of the Salesforce API and provide a unified interface
Support standardized JSON request/response formats
Built - in security mechanisms to protect sensitive data
Can be used without in - depth knowledge of the Salesforce platform details
Limitations
The performance may be slightly lower than direct API calls
The functions are limited by the scope of the implemented interfaces
Requires additional maintenance of server infrastructure

How to use

Environment preparation
Install the Node.js runtime environment (recommended v16+) and clone the project repository.
Configure authentication
Copy the.env.example file to.env and fill in your Salesforce login credentials and security token.
Install dependencies
Run npm install to install all necessary dependency packages.
Start the service
Compile and start the MCP server.

Usage examples

Query customer data
Get the basic information of the latest 5 modified customer accounts.
Create a new contact
Add a new contact record to the system.

Frequently Asked Questions

How to get the Salesforce security token?
What is the maximum number of records that can be returned in a query result?
What should I do if the service fails to start?

Related resources

Salesforce official documentation
Complete API reference documentation for the Salesforce platform
jsforce library documentation
The Salesforce JavaScript connection library used in this project
Example project repository
Example code covering various use cases

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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