mcp-server-salesforce

概述

Salesforce MCP Server 在 Claude 和 Salesforce 之间提供全面的集成，允许用户使用日常语言而非直接 SOQL/SOSL 知识来查询、修改和管理 Salesforce 对象和记录。该服务器提供对象和字段管理功能，用于创建自定义对象和字段，以及智能对象搜索功能，可通过部分名称匹配查找 Salesforce 对象。它还支持获取详细的架构信息、支持关系的数据查询以及数据操作。

试试问 AI

装完之后，这里有 5 个你可以让 AI 做的事：

• salesforce_search_objects

  Search for standard and custom objects using partial name matches.

  试试:Find objects related to Account试试:Show objects related to customer service
• salesforce_describe_object

  Get detailed object schema information including fields and relationships.

  试试:Show me all fields in the Account object试试:Describe the relationship fields in Opportunity
• salesforce_query_records

  Query Salesforce records with relationship support and complex filters.

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

  Execute aggregate queries with GROUP BY and aggregate functions.

  试试:Count opportunities by stage试试:Calculate average deal size by sales rep and quarter
• salesforce_dml_records

  Insert, update, delete, and upsert records.

  试试:Update status of multiple accounts试试:Create new customer records
• salesforce_manage_object

  Create and modify custom objects.

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

  Manage object fields including adding fields and creating relationships.

  试试:Add a Rating picklist field to Account试试:Create a currency field for tracking revenue
• salesforce_search_all

  Search across multiple objects using SOSL.

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

  Read and list Apex classes.

  试试:Show me the AccountController class试试:Find all classes matching Account*Cont*
• salesforce_write_apex

  Create and update Apex classes.

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

  Execute anonymous Apex code without creating a permanent class.

  试试:Execute Apex code to calculate account metrics试试:Run a script to update related records
• salesforce_manage_debug_logs

  Manage debug logs for Salesforce users.

  试试:Enable debug logs for user@example.com试试:Retrieve recent logs for an admin user

可对比工具

安装

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

此 MCP 服务器支持哪些认证方法？

该服务器支持三种认证方法：用户名/密码（默认）、OAuth 2.0 客户端凭证流和 Salesforce CLI 认证（推荐用于本地开发）。

我可以使用此服务器创建和修改自定义 Salesforce 对象吗？

是的，服务器提供用于创建和修改自定义对象和字段的工具，包括添加选择列表字段、配置关系以及管理字段级安全。

mcp-server-salesforce 对比