mcp-salesforce

概述

MCP Salesforce Server 为 AI 助手提供了与 Salesforce 组织交互的全面接口。它具有无缝的 OAuth 认证和自动处理功能，无需手动设置，适用于任何 Salesforce 组织，包括自定义对象和字段。该服务器提供完整的 CRUD 操作、模式发现，并能根据分析完整的 Salesforce 设置提供智能辅助。

试试问 AI

装完之后，这里有 5 个你可以让 AI 做的事：

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

  Analyzes your complete Salesforce installation including objects, fields and customizations

  试试:Learn my complete Salesforce installation试试: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

  试试:Show me all available Salesforce objects试试: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

  试试:Get recent contacts created this month试试: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

  试试:Create a new contact with name Jane Smith试试: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

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

  Delete Salesforce records (permanent action)

  试试:Delete the test contact 003XX000008b6cYAQ试试:Remove the outdated account record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

  试试:Describe the Contact object schema试试: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

  试试:Create a complete backup of my Salesforce data试试: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

  试试:List all available Salesforce backups试试: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

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

  Handle Salesforce authentication with OAuth flow

  试试:Authenticate with my Salesforce org试试:Check my current Salesforce authentication status
• salesforce_setup

  Configure Salesforce credentials and OAuth settings

  试试:Set up my Salesforce credentials试试:Configure my Connected App details

可对比工具

安装

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

FAQ

这个服务器使用什么认证方法？

它使用基于浏览器的 OAuth 认证设置和自动令牌刷新，不需要手动终端命令进行认证。

它适用于自定义 Salesforce 对象吗？

是的，它适用于任何 Salesforce 对象，包括自定义对象。服务器可以分析和学习您的完整 Salesforce 设置。

mcp-salesforce 对比