mcp-salesforce

Overview

The MCP Salesforce Server provides a comprehensive interface for AI assistants to interact with Salesforce organizations. It features seamless OAuth authentication with automatic handling, zero manual setup, and works with any Salesforce org including custom objects and fields. The server offers full CRUD operations, schema discovery, and intelligent assistance based on analyzing the complete Salesforce setup.

Try asking AI

After installing, here are 5 things you can ask your AI assistant:

• salesforce_learn{} // Force complete re-analysis { "force_refresh": true, "detailed_relationships": true }

  Analyzes your complete Salesforce installation including objects, fields and customizations

  Try:Learn my complete Salesforce installationTry:Force refresh my Salesforce schema data
• salesforce_installation_info{} // Details about a specific object { "object_name": "TimeTracking__c" } // Search for specific fields { "field_search": "email", "show_custom_only": true }

  Provides overview of available objects, Custom Fields and customizations

  Try:Show me all available Salesforce objectsTry:Find all custom fields containing 'email'
• salesforce_query{ "query": "SELECT Id, FirstName, LastName, Email FROM Contact WHERE CreatedDate = THIS_MONTH ORDER BY CreatedDate DESC LIMIT 10" }

  Execute SOQL queries against any Salesforce object

  Try:Get recent contacts created this monthTry:Query all accounts with annual revenue over $1M
• salesforce_create{ "sobject": "Contact", "data": { "FirstName": "John", "LastName": "Doe", "Email": "john.doe@example.com", "Phone": "555-1234" } }

  Create new records in any Salesforce object

  Try:Create a new contact with name Jane SmithTry:Add a new account for Acme Corporation
• salesforce_update{ "sobject": "Contact", "id": "003XX000008b6cYAQ", "data": { "Email": "new.email@example.com", "Phone": "555-5678" } }

  Update existing Salesforce records

  Try:Update contact John Doe's email addressTry:Change the status of opportunity ABC to Closed Won
• salesforce_delete{ "sobject": "Contact", "id": "003XX000008b6cYAQ" }

  Delete Salesforce records (permanent action)

  Try:Delete the test contact 003XX000008b6cYAQTry:Remove the outdated account record
• salesforce_describe{ "sobject": "Contact" } // Or get list of all available objects {} // Empty parameters

  Get schema information for objects and fields

  Try:Describe the Contact object schemaTry:Show me all available Salesforce objects
• salesforce_backup{} // Incremental backup since specific date { "backup_type": "incremental", "since_date": "2025-01-01T00:00:00Z" } // Backup with specific options { "options": { "include_files": true, "include_attachments": true, "incl

  Creates comprehensive backups of Salesforce data and files

  Try:Create a complete backup of my Salesforce dataTry:Backup all attachments since January 1st, 2025
• salesforce_backup_list{} // Details about a specific backup { "backup_name": "salesforce-backup-2025-06-04T16-16-35-660Z" }

  Show available backups with statistics and metadata

  Try:List all available Salesforce backupsTry:Show details about the latest backup
• salesforce_time_machine{ "backup_timestamp": "2025-06-04T16-16:35.660Z", "object_name": "Account" } // Show all changes since a specific backup { "backup_timestamp": "2025-06-04T16-16:35.660Z", "show_all_changes": true }

  Compare data between backup time points and enable targeted recovery

  Try:Compare current Accounts with backup from June 4thTry:Show all changes since last backup
• salesforce_auth

  Handle Salesforce authentication with OAuth flow

  Try:Authenticate with my Salesforce orgTry:Check my current Salesforce authentication status
• salesforce_setup

  Configure Salesforce credentials and OAuth settings

  Try:Set up my Salesforce credentialsTry:Configure my Connected App details

Comparable tools

Installation

{
  "mcpServers": {
    "salesforce": {
      "command": "npx",
      "args": ["@aiondadotcom/mcp-salesforce"]
    }
  }
}

FAQ

What authentication method does this server use?

It uses OAuth authentication with a browser-based setup and automatic token refresh. No manual terminal commands are required for authentication.

Does it work with custom Salesforce objects?

Yes, it works with any Salesforce objects including custom ones. The server can analyze and learn your complete Salesforce setup.

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