Salesforce MCP

🚀 Salesforce MCP Connector

Welcome to the Salesforce Model Context Protocol Server! This MCP allows you to interact with your Salesforce data and metadata using natural language.

Whether you're a business user, developer, or administrator, you can chat with your Salesforce organization via this MCP to gain insights, manage data, configure the platform, create objects, fields, processes, etc., and delete or automate tasks, and more.

🚀 Quick Start

Option 1: Cloud Version (Recommended for Most Users) ☁️

1. Visit salesforce-mcp.com.
2. Click "Connect to Salesforce" and authenticate with your organization.
3. Start interacting with your Salesforce data right away!

Option 2: Local Version (Recommended for Developers) 💻

1. Follow the configuration steps below.
2. Set up your environment variables.
3. Use any compatible MCP AI assistant.

✨ Features

Our connector empowers you with the following capabilities:

1. Ask Questions About Data 🔍

   • Gain insights into your Salesforce records.
   • Example: "Show all accounts created in the last 30 days, along with their names and annual revenues."
   • The AI will automatically convert it into an appropriate Salesforce query.

2. Search in the Organization 🔎

   • Find information across all Salesforce records.
   • Example: "Find all records where any field contains 'Acme'."
   • As powerful as a search engine for your Salesforce data.

3. Understand Data Structure 📊

   • Explore available fields and objects.
   • Example: "What fields are available on the Account object?"
   • Clearly view your data model.

4. Manage Records 📝

   • Create, update, and delete records using natural language.
   • Examples:
     • "Create a new account named 'Acme Corp' with the industry 'Technology'."
     • "Update the phone number of account 001xx000003DIloAAG to '555-0123'."
     • "Delete account 001xx000003DIloAAG."

5. Use Development Tools 🛠️

   • Access and manage your Salesforce development environment.
   • Example: "Show all Apex classes in the organization."
   • Perfect for developers and administrators.

6. Interact with Custom Applications 🔌

   • Interact with your custom Salesforce applications.
   • Example: "Invoke the custom Apex REST endpoint '/MyCustomService' with its parameters."
   • Seamlessly integrate into existing solutions.

7. Access Advanced Features ⚙️

   • Connect to any Salesforce API endpoint.
   • Example: "Get the description information of the Account object."
   • Unlock the full power of the Salesforce platform.

8. And Many More... 🌟

   • If you're missing any features, feel free to reach out on our Discord channel or submit a PR.

📦 Installation

Local Installation

To use this connector locally, you need to configure it in the claude_desktop_config.json file. Add the following content to the mcpServers section:

{
    "mcpServers": {
        "salesforce": {
            "command": "uvx",
            "args": [
                "--from",
                "mcp",
                "salesforce"
            ],
            "env": {
                "SF_USERNAME": "your Salesforce username",
                "SF_PASSWORD": "your Salesforce password"
            }
        }
    }
}

⚠️ Important Note

• Ensure your environment variables are secure to avoid exposing sensitive information.
• Use HTTPS to ensure the security of your communications.
• Regularly update your credentials to enhance security.