Salesforce

Integrates with Salesforce to enable natural language interactions for executing queries, managing records, and automating CRM workflows.

Installation Instructions

README: https://github.com/smn2gnt/MCP-Salesforce

MCP Salesforce Connector

A Model Context Protocol (MCP) server implementation for Salesforce integration, allowing LLMs to interact with Salesforce data through SOQL queries and SOSL searches.

Features

• Execute SOQL (Salesforce Object Query Language) queries
• Perform SOSL (Salesforce Object Search Language) searches
• Retrieve metadata for Salesforce objects, including field names, labels, and types
• Retrieve, create, update, and delete records
• Execute Tooling API requests
• Execute Apex REST requests
• Make direct REST API calls to Salesforce

Configuration

Model Context Protocol

To use this server with the Model Context Protocol, you need to configure it in your claude_desktop_config.json file. Add the following entry to the mcpServers section:

{
    "mcpServers": {
        "salesforce": {
        "command": "uvx",
        "args": [
            "--from",
            "mcp-salesforce-connector",
            "salesforce"
        ],
        "env": {
            "SALESFORCE_ACCESS_TOKEN": "SALESFORCE_ACCESS_TOKEN",
            "SALESFORCE_INSTANCE_URL": "SALESFORCE_INSTANCE_URL",
            "SALESFORCE_DOMAIN": "SALESFORCE_DOMAIN"
            }
        }
    }
}

Note on Salesforce Authentication Methods

This server supports two authentication methods:

• OAuth (Recommended): Set SALESFORCE_ACCESS_TOKEN and SALESFORCE_INSTANCE_URL as environment variables.
• Username/Password (Legacy): If SALESFORCE_ACCESS_TOKEN and SALESFORCE_INSTANCE_URL are not set, the server will fall back to using SALESFORCE_USERNAME, SALESFORCE_PASSWORD, and SALESFORCE_SECURITY_TOKEN.

Environment Configuration

• SALESFORCE_DOMAIN (Optional): Set to test to connect to a Salesforce sandbox environment. If not set or left empty, the server will connect to the production environment.