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 now chat with your Salesforce org to: Get insights, Manage data, Configure the platform, create objects, fields, flows.. delete them, automate tasks and many 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 org
3. Start chatting 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 with your preferred MCP-compatible AI assistant

What You Can Do ✨

Our connector empowers you to:

1. Ask Questions About Your Data 🔍

   • Get insights about your Salesforce records
   • Example: "Show me all accounts created in the last 30 days with their names and annual revenue"
   • The AI will automatically translate this into the appropriate Salesforce query

2. Search Across Your Org 🔎

   • Find information across all your Salesforce records
   • Example: "Find all records containing 'Acme' in any field"
   • Works like a powerful search engine for your Salesforce data

3. Understand Your Data Structure 📊

   • Explore available fields and objects
   • Example: "What fields are available on the Account object?"
   • Get a clear view of your data model

4. Manage Your Records 📝

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

5. Work with Development Tools 🛠️

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

6. Use Custom Applications 🔌

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

7. Access Advanced Features ⚙️

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

8. And many more... 🌟

   • If you are missing any functionality feel free to request it on our Discord channel or do a PR yourself...

Configuration ⚙️

For Local Installation

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

{
    "mcpServers": {
        "salesforce": {
            "command": "uvx",
            "args": [
                "--from",
                "salesforce-mcp",
                "salesforce"
            ],
            "env": {
                "USERNAME": "YOUR_SALESFORCE_USERNAME",
                "PASSWORD": "YOUR_SALESFORCE_PASSWORD",
                "SECURITY_TOKEN": "YOUR_SALESFORCE_SECURITY_TOKEN"
            }
        }
    }
}

Replace the placeholder values with your Salesforce credentials:

• YOUR_SALESFORCE_USERNAME: Your Salesforce username
• YOUR_SALESFORCE_PASSWORD: Your Salesforce password
• YOUR_SALESFORCE_SECURITY_TOKEN: Your Salesforce security token

Security Note 🔒

Your Salesforce credentials are stored securely and are only used to establish the connection to your org. We never store or share your credentials with third parties.

Contributing 👋

Thanks for being here! Whether you’re fixing a bug, adding a feature, or improving documentation — your help makes a big difference.

Here’s how to get started:

1. Check out our Contributing Guidelines
2. Take a look at the open Issues
3. Fork the repo and create your branch
4. Open a pull request when you’re ready

We appreciate your support and look forward to collaborating! 🚀

Support 💬

Need help? Visit our documentation or contact our support team at [email protected] or in our Discord channel

License 📄

This project is licensed under the MIT License - see the LICENSE file for details.