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A Model Context Protocol (MCP) server implementation for Salesforce integration

Project description

MCP Salesforce Connector

A Model Context Protocol (MCP) server implementation for Salesforce integration, allowing LLMs to interact with Salesforce data through SOQL queries and SOSL searches.

Features

  • Execute SOQL (Salesforce Object Query Language) queries
  • Perform SOSL (Salesforce Object Search Language) searches
  • Retrieve metadata for Salesforce objects, including field names, labels, and types
  • Retrieve, create, update, and delete records
  • Execute Tooling API requests
  • Execute Apex REST requests
  • Make direct REST API calls to Salesforce

Configuration

Model Context Protocol

To use this server with the Model Context Protocol, you need to configure it in your claude_desktop_config.json file. Add the following entry to the mcpServers section:

{
    "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"
            }
        }
    }
}

Note on Salesforce Authentication Methods

This server supports two authentication methods:

  • OAuth (Recommended): Set SALESFORCE_ACCESS_TOKEN and SALESFORCE_INSTANCE_URL as environment variables.
  • Username/Password (Legacy): If SALESFORCE_ACCESS_TOKEN and SALESFORCE_INSTANCE_URL are not set, the server will fall back to using SALESFORCE_USERNAME, SALESFORCE_PASSWORD, and SALESFORCE_SECURITY_TOKEN.

Environment Configuration

  • SALESFORCE_DOMAIN (Optional): Set to test to connect to a Salesforce sandbox environment. If not set or left empty, the server will connect to the production environment.

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