MCP-Salesforce

Overview

This MCP server provides comprehensive Salesforce integration capabilities, including executing SOQL queries, performing SOSL searches, retrieving metadata, managing records, and making API calls. It supports multiple authentication methods including OAuth, Client Credentials, Salesforce CLI, and legacy username/password authentication. The server offers both single record operations and bulk operations, along with advanced API tools for Tooling API and Apex REST requests.

Try asking AI

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

• run_soql_query

  Execute SOQL queries against Salesforce

  Try:Get all contacts in the marketing departmentTry:Find all opportunities with amount greater than 10000
• run_sosl_search

  Perform SOSL searches across objects

  Try:Search for products named 'laptop'Try:Find all records containing the word 'solution'
• get_object_fields

  Retrieve field metadata for specific objects

  Try:Show me all fields for the Account objectTry:What fields are available on the Contact object?
• list_sobjects

  List all available SObjects (standard and custom)

  Try:List all standard objectsTry:What custom objects are available in this org?
• get_record

  Retrieve a specific record by ID

  Try:Get the account with ID 001ABC123Try:Retrieve contact information for 003XYZ789
• create_record

  Create a new record

  Try:Create a new account called 'Acme Corp'Try:Add a new contact with email test@example.com
• update_record

  Update an existing record

  Try:Update the status of opportunity 00OABC123 to 'Closed Won'Try:Change the email for contact 003XYZ789
• delete_record

  Delete a record

  Try:Delete the account with ID 001ABC123Try:Remove the contact with ID 003XYZ789
• bulk_create_records

  Create multiple records in a single operation

  Try:Create 10 new contacts from this listTry:Bulk insert 20 new product records
• bulk_update_records

  Update multiple records (must include Id field)

  Try:Update all opportunities in the closed stageTry:Bulk change owner for these accounts
• tooling_execute

  Execute Tooling API requests

  Try:Check deployment status for this packageTry:Retrieve metadata for custom fields
• apex_execute

  Execute Apex REST requests

  Try:Run Apex code to calculate quarterly totalsTry:Execute custom Apex endpoint to process data

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Installation

{
  "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"
      }
    }
  }
}

FAQ

What authentication methods are supported?

The server supports OAuth (recommended), Client Credentials, Salesforce CLI (default org), and Username/Password (legacy) authentication methods.

Can I connect to a Salesforce sandbox?

Yes, set SALESFORCE_DOMAIN to 'test' to connect to a Salesforce sandbox environment. If not set, it will connect to production.

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