mcp-server-salesforce

Overview

The Salesforce MCP Server provides comprehensive integration between Claude and Salesforce, enabling natural language interactions with your Salesforce data and metadata. It allows users to query, modify, and manage Salesforce objects and records using everyday language, rather than requiring direct SOQL/SOSL knowledge. The server offers both Object and Field Management for creating custom objects and fields, as well as Smart Object Search functionality for finding Salesforce objects using partial name matches. It also supports detailed schema information retrieval, flexible data queries with relationship support, and data manipulation operations.

Try asking AI

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

• salesforce_search_objects

  Search for standard and custom objects using partial name matches.

  Try:Find objects related to AccountTry:Show objects related to customer service
• salesforce_describe_object

  Get detailed object schema information including fields and relationships.

  Try:Show me all fields in the Account objectTry:Describe the relationship fields in Opportunity
• salesforce_query_records

  Query Salesforce records with relationship support and complex filters.

  Try:Get all Accounts with their related ContactsTry:Show me high-priority Cases with their related Contacts
• salesforce_aggregate_query

  Execute aggregate queries with GROUP BY and aggregate functions.

  Try:Count opportunities by stageTry:Calculate average deal size by sales rep and quarter
• salesforce_dml_records

  Insert, update, delete, and upsert records.

  Try:Update status of multiple accountsTry:Create new customer records
• salesforce_manage_object

  Create and modify custom objects.

  Try:Create a Customer Feedback objectTry:Update sharing settings for the Service Request object
• salesforce_manage_field

  Manage object fields including adding fields and creating relationships.

  Try:Add a Rating picklist field to AccountTry:Create a currency field for tracking revenue
• salesforce_search_all

  Search across multiple objects using SOSL.

  Try:Search for 'cloud' in Accounts and OpportunitiesTry:Find mentions of 'network issue' in Cases
• salesforce_read_apex

  Read and list Apex classes.

  Try:Show me the AccountController classTry:Find all classes matching Account*Cont*
• salesforce_write_apex

  Create and update Apex classes.

  Try:Create a new Apex class for handling account operationsTry:Update the LeadConverter class to add a new method
• salesforce_execute_anonymous

  Execute anonymous Apex code without creating a permanent class.

  Try:Execute Apex code to calculate account metricsTry:Run a script to update related records
• salesforce_manage_debug_logs

  Manage debug logs for Salesforce users.

  Try:Enable debug logs for user@example.comTry:Retrieve recent logs for an admin user

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Installation

npm install -g @tsmztech/mcp-server-salesforce

{
  "mcpServers": {
    "salesforce": {
      "command": "npx",
      "args": ["-y", "@tsmztech/mcp-server-salesforce"],
      "env": {
        "SALESFORCE_CONNECTION_TYPE": "Salesforce_CLI"
      }
    }
  }
}

{
  "mcpServers": {
    "salesforce": {
      "command": "npx",
      "args": ["-y", "@tsmztech/mcp-server-salesforce"],
      "env": {
        "SALESFORCE_CONNECTION_TYPE": "User_Password",
        "SALESFORCE_USERNAME": "your_username",
        "SALESFORCE_PASSWORD": "your_password",
        "SALESFORCE_TOKEN": "your_security_token",
        "SALESFORCE_INSTANCE_URL": "org_url"
      }
    }
  }
}

FAQ

What authentication methods does this MCP server support?

The server supports three authentication methods: Username/Password (default), OAuth 2.0 Client Credentials Flow, and Salesforce CLI Authentication (recommended for local development).

Can I create and modify custom Salesforce objects using this server?

Yes, the server provides tools for creating and modifying custom objects and fields, including adding picklist fields, configuring relationships, and managing field-level security.

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