AiondaDotCom/mcp-salesforce

A **Model Context Protocol (MCP) server** that provides seamless integration with Salesforce using OAuth authentication. This server enables AI assistants like Claude to interact with any Salesforce organization through a secure, generic interface.
✨ Features
- **🎯 Seamless Authentication** - Claude automatically detects when authentication is needed and handles it transparently
- **🚀 Zero Manual Setup** - No need to run terminal commands or manual OAuth flows
- **🔐 OAuth-Only Authentication** - Secure browser-based setup with automatic token refresh
- **🌐 Universal Salesforce Integration** - Works with any Salesforce org, including custom objects and fields
- **🧠 Smart Installation Learning** - Analyzes your complete Salesforce setup to provide intelligent assistance
- **🔍 Dynamic Schema Discovery** - Automatically adapts to your Salesforce configuration
- **🔒 Secure Token Storage** - File-based storage with strict permissions for production-grade security
- **🏠 Cross-Platform Home Directory Storage** - Credentials and cache stored in user's home directory
- **📝 Full CRUD Operations** - Query, create, update, and delete any Salesforce records
- **📊 Schema Inspection** - Get detailed information about objects and fields
- **💡 Context-Aware Suggestions** - Provides intelligent field and object name suggestions
- **💾 Comprehensive Backup System** - Complete data and file backup with support for all Salesforce file systems
- **⏰ Time Machine Feature** - Point-in-time data recovery and historical analysis
- **📁 Multi-Format File Support** - Backs up ContentVersions, Attachments, and Documents with proper metadata
🚀 Quick Start
Prerequisites
- **Node.js 18+**
- **macOS** (required for secure credential storage)
- **Salesforce Connected App** with OAuth configured
Installation Options
🎯 **Recommended: NPX Usage (No Installation Required)**
Use NPX to run the MCP server without any permanent installation:
**✅ Benefits of NPX Usage:**
- 🔄 **Always Latest**: Automatically uses the latest published version
- 💾 **No Disk Space**: No permanent installation required
- 🛡️ **No Conflicts**: No global package conflicts
- ⚡ **Easy Updates**: Just restart - gets latest version automatically
- 📋 **Simple Config**: Copy-paste ready MCP configuration
**NPX Command Line Usage:**
🔧 **Alternative: Development Setup**
For development or customization:
1. **Clone and install dependencies**:
2. **Configure credentials**: Use the salesforce_setup tool to configure your credentials when prompted
3. **Add to Claude Desktop** using local path (see Configuration below)
🎯 **Start Using**
That's it! Claude will automatically handle setup and authentication when you first use any Salesforce tool.
**✨ Interactive Setup Process!**
- Use the salesforce_setup tool to configure your credentials
- Claude will ask you for your Salesforce Connected App details
- Credentials are stored securely in your home directory
- Seamless OAuth flow directly from Claude Desktop
**🧠 Smart Learning System**
- Use salesforce_learn to analyze your complete Salesforce installation
- Claude learns all your custom objects, fields, and relationships
- Provides intelligent suggestions based on your specific setup
- Context-aware assistance for complex Salesforce environments
📦 NPM Package Status
✅ **Package Successfully Published!**
The package @aiondadotcom/mcp-salesforce is now **live on NPM** and ready for use.
Using the Published Package
NPX usage is now available for all users:
Publication Details
- **Package Name**: @aiondadotcom/mcp-salesforce
- **Version**: 1.0.7 (latest)
- **Registry**: NPM Public Registry
- **Organization**: @aiondadotcom
- **Access**: Public
**Status**:
- ✅ Package published to NPM
- ✅ NPX compatibility verified
- ✅ Binary wrapper implemented
- ✅ Setup command functional
- ✅ MCP configuration ready
- ✅ **Available for immediate use**
🎉 All NPX functionality now works for end users worldwide!
🔧 Configuration
Salesforce Connected App Setup
1. In Salesforce Setup, create a new Connected App:
- **App Name**: MCP Salesforce Integration
- **API Name**: mcp_salesforce_integration
- **Contact Email**: Your email
- **Enable OAuth Settings**: ✅ Yes