MCP-Salesforce

概述

此 MCP 服务器提供全面的 Salesforce 集成功能，包括执行 SOQL 查询、执行 SOSL 搜索、检索元数据、管理记录以及进行 API 调用。它支持多种身份验证方法，包括 OAuth、客户端凭据、Salesforce CLI 和传统的用户名/密码身份验证。服务器提供单记录操作和批量操作，以及用于工具 API 和 Apex REST 请求的高级 API 工具。

试试问 AI

装完之后，这里有 5 个你可以让 AI 做的事：

• run_soql_query

  Execute SOQL queries against Salesforce

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

  Perform SOSL searches across objects

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

  Retrieve field metadata for specific objects

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

  List all available SObjects (standard and custom)

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

  Retrieve a specific record by ID

  试试:Get the account with ID 001ABC123试试:Retrieve contact information for 003XYZ789
• create_record

  Create a new record

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

  Update an existing record

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

  Delete a record

  试试:Delete the account with ID 001ABC123试试:Remove the contact with ID 003XYZ789
• bulk_create_records

  Create multiple records in a single operation

  试试:Create 10 new contacts from this list试试:Bulk insert 20 new product records
• bulk_update_records

  Update multiple records (must include Id field)

  试试:Update all opportunities in the closed stage试试:Bulk change owner for these accounts
• tooling_execute

  Execute Tooling API requests

  试试:Check deployment status for this package试试:Retrieve metadata for custom fields
• apex_execute

  Execute Apex REST requests

  试试:Run Apex code to calculate quarterly totals试试:Execute custom Apex endpoint to process data

可对比工具

安装

{
  "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

支持哪些身份验证方法？

该服务器支持 OAuth（推荐）、客户端凭据、Salesforce CLI（默认组织）和用户名/密码（传统）身份验证方法。

我可以连接到 Salesforce 沙箱吗？

是的，将 SALESFORCE_DOMAIN 设置为 'test' 即可连接到 Salesforce 沙箱环境。如果未设置，它将连接到生产环境。

MCP-Salesforce 对比