smn2gnt/MCP-Salesforce

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
- List all available SObjects - Discover standard and custom objects
- 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"
}
}
}
}
Available Tools
Query and Search Tools
- **run_soql_query** - Execute SOQL queries against Salesforce
- **run_sosl_search** - Perform SOSL searches across objects
Metadata Tools
- **get_object_fields** - Retrieve field metadata for specific objects
- **list_sobjects** - List all available SObjects (standard and custom)
Single Record Operations
- **get_record** - Retrieve a specific record by ID
- **create_record** - Create a new record
- **update_record** - Update an existing record
- **delete_record** - Delete a record
Bulk Operations
- **bulk_create_records** - Create multiple records in a single operation
- **bulk_update_records** - Update multiple records (must include Id field)
- **bulk_delete_records** - Delete multiple records using record IDs
Advanced API Tools
- **tooling_execute** - Execute Tooling API requests
- **apex_execute** - Execute Apex REST requests
- **restful** - Make direct REST API calls to Salesforce
**Note on Salesforce Authentication Methods**
This server supports four authentication methods:
- **OAuth (Recommended):** Set SALESFORCE_ACCESS_TOKEN and SALESFORCE_INSTANCE_URL as environment variables.
- **Client Credentials:** Set SALESFORCE_CLIENT_ID and SALESFORCE_CLIENT_SECRET for OAuth 2.0 Client Credentials flow. This is useful for server-to-server integrations.
- **Salesforce CLI (Default Org):** If no OAuth env vars are set, the server will try to use the active Salesforce CLI default org from the current workspace (via sf org display --json or sfdx force:org:display --json). Optionally set SALESFORCE_CLI_TARGET_ORG to target a specific org.