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MCP-Salesforce

MCP.Pizza Chef: smn2gnt

MCP-Salesforce is a Model Context Protocol server that integrates Salesforce with large language models (LLMs). It allows LLMs to execute SOQL queries and SOSL searches, retrieve Salesforce object metadata, and perform CRUD operations on records. Additionally, it supports Tooling API and Apex REST requests, enabling comprehensive interaction with Salesforce data and services. This server facilitates real-time, structured access to Salesforce within AI workflows, enhancing automation and data-driven decision-making.

Use This MCP server To

Query Salesforce data using SOQL Search Salesforce records with SOSL Retrieve Salesforce object metadata Create, update, and delete Salesforce records Execute Salesforce Tooling API requests Perform Apex REST API calls Integrate Salesforce data into AI workflows

README

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_USERNAME": "YOUR_SALESFORCE_USERNAME",
            "SALESFORCE_PASSWORD": "YOUR_SALESFORCE_PASSWORD",
            "SALESFORCE_SECURITY_TOKEN": "YOUR_SALESFORCE_SECURITY_TOKEN"
            }
        }
    }
}

Replace YOUR_SALESFORCE_USERNAME, YOUR_SALESFORCE_PASSWORD, and YOUR_SALESFORCE_SECURITY_TOKEN with your Salesforce credentials.

MCP-Salesforce FAQ

How do I configure MCP-Salesforce in my environment?
Add the MCP-Salesforce server entry to the mcpServers section in your claude_desktop_config.json file with the appropriate command and arguments.
Can MCP-Salesforce perform both SOQL and SOSL queries?
Yes, it supports executing SOQL queries for structured data retrieval and SOSL for text-based searches within Salesforce.
Does MCP-Salesforce support CRUD operations on Salesforce records?
Yes, you can retrieve, create, update, and delete records through this MCP server.
Can I use MCP-Salesforce to call Salesforce's Tooling API and Apex REST endpoints?
Yes, it supports executing Tooling API requests and Apex REST calls for advanced Salesforce interactions.
Is MCP-Salesforce limited to specific Salesforce objects or metadata?
No, it can retrieve metadata for any Salesforce object, including field names, labels, and types.
How does MCP-Salesforce enhance AI workflows?
By providing real-time, structured access to Salesforce data and APIs, it enables LLMs to interact with Salesforce seamlessly within AI-driven applications.
What authentication methods does MCP-Salesforce support?
Authentication is typically handled via Salesforce OAuth tokens configured in the server setup, ensuring secure API access.
Can MCP-Salesforce be used with multiple LLM providers?
Yes, it is provider-agnostic and works with models like OpenAI, Anthropic Claude, and Google Gemini.