Salesforce MCP Server - Enhanced Edition

A Salesforce MCP server with automatic integrations for services such as WhatsApp, Slack, email, and custom webhooks.

Salesforce MCP Server - Enhanced Edition

An enhanced MCP (Model Context Protocol) server implementation that integrates Claude with Salesforce, featuringautomatic external API integrations. This server allows Claude to query, modify, and manage your Salesforce objects and records, plusautomatically set up integrationswith external services like WhatsApp, Slack, email, and custom webhooks.

Create integrations that automatically trigger when Salesforce records are created, updated, or deleted:

- WhatsApp notificationswhen new leads are created
- Slack alertsfor opportunity updates
- Email notificationsfor new cases
- Custom webhooksfor any object/event combination

Pre-built integration templates for common scenarios:

- whatsapp_lead- WhatsApp notifications for new leads
- slack_opportunity- Slack alerts for opportunities
- email_case- Email notifications for support cases
- webhook_custom- Generic webhook for any use case

- Object and Field Management: Create and modify custom objects and fields using natural language
- Smart Object Search: Find Salesforce objects using partial name matches
- Detailed Schema Information: Get comprehensive field and relationship details for any object
- Flexible Data Queries: Query records with relationship support and complex filters
- Data Manipulation: Insert, update, delete, and upsert records with ease
- Cross-Object Search: Search across multiple objects using SOSL
- Apex Code Management: Read, create, and update Apex classes and triggers
- Intuitive Error Handling: Clear feedback with Salesforce-specific error details

npm install -g @tsmztech/mcp-server-salesforce

- Create new integrations with external APIs
- List all configured integrations
- Update integration settings
- Activate/deactivate integrations
- Delete integrations

Quick setup for common integration scenarios:

- WhatsApp Business API integration
- Slack webhook integration
- Email service integration
- Custom webhook integration

"Set up WhatsApp notifications when new leads are created" Quick setup with: - Type: whatsapp_lead - Object: Lead - WhatsApp API token: your_token - Phone number: +1234567890 - Message: "🔔 New lead: {Name} from {Company} - Rating: {Rating}"

"Create Slack alerts for opportunity updates" Quick setup with: - Type: slack_opportunity - Object: Opportunity - Slack webhook URL: your_webhook_url - Channel: #sales - Message: "💰 {Name} - ${Amount} - Stage: {StageName}"

"Send email notifications for new support cases" Quick setup with: - Type: email_case - Object: Case - Email API endpoint: your_email_service - Message: "New case #{CaseNumber} from {Contact.Name}"

"Create custom webhook for account updates" Setup with: - Type: webhook_custom - Object: Account - Webhook URL: https://your-system.com/webhook - Events: insert, update - Condition: "Type = 'Customer'"

- Setup: Use quick setup or manual configuration
- Automatic Creation:

- CreatesIntegration_Config__ccustom object to store settings
- Generates Apex trigger for your target object
- CreatesIntegrationCalloutServiceutility class

Search for standard and custom objects by partial name matches.

Get detailed object schema information including fields, relationships, and picklist values.

Query records with relationship support and complex WHERE conditions.

Execute aggregate queries with GROUP BY, aggregate functions, and HAVING clauses.

Perform data operations: insert, update, delete, and upsert records.

Create and modify custom objects with sharing settings.

Manage object fields including relationships and automatically grant Field Level Security.

Manage Field Level Security (Field Permissions) for specific profiles.

Search across multiple objects using SOSL with field snippets.

salesforce_read_apex / salesforce_write_apex

Read and manage Apex classes with full source code access.

salesforce_read_apex_trigger / salesforce_write_apex_trigger

Read and manage Apex triggers for any object.

Execute anonymous Apex code for custom operations.

Manage debug logs for Salesforce users with configurable log levels.

You can connect to Salesforce using one of two authentication methods:

1. Username/Password Authentication (Default)

- Set up your Salesforce credentials - Get your security token (Reset from Salesforce Settings) - Create a Connected App in Salesforce - Enable OAuth settings and select "Client Credentials Flow" - Set appropriate scopes (typically "api" is sufficient) - Save the Client ID and Client Secret - Important: Note your instance URL (e.g.,https://your-domain.my.salesforce.com) as it's required for authentication

Add to yourclaude_desktop_config.json:

{ "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" } } } }

{ "mcpServers": { "salesforce": { "command": "npx", "args": ["-y", "@tsmztech/mcp-server-salesforce"], "env": { "SALESFORCE_CONNECTION_TYPE": "OAuth_2.0_Client_Credentials", "SALESFORCE_CLIENT_ID": "your_client_id", "SALESFORCE_CLIENT_SECRET": "your_client_secret", "SALESFORCE_INSTANCE_URL": "https://your-domain.my.salesforce.com" } } } }

"Set up WhatsApp notifications for hot leads" "Create Slack alerts when opportunities exceed $50k" "Send email notifications for high-priority cases" "Configure webhook for account updates"

"List all my integrations" "Deactivate the WhatsApp lead integration" "Update the Slack webhook URL" "Delete the old email integration"

"Create custom integration for Contact updates that sends data to my CRM webhook when the lead score changes" "Set up WhatsApp notifications only for leads with rating 'Hot' from specific lead sources"

"Find all objects related to Accounts" "Show me objects that handle customer service" "What objects are available for order management?"

"What fields are available in the Account object?" "Show me the picklist values for Case Status" "Describe the relationship fields in Opportunity"

"Get all Accounts created this month" "Show me high-priority Cases with their related Contacts" "Find all Opportunities over $100k"

"Create a Customer Feedback object" "Add a Rating field to the Feedback object" "Update sharing settings for the Service Request object"

# Clone your fork git clone https://github.com/chetyz/Mcp_Salesforce.git # Navigate to directory cd Mcp_Salesforce # Install dependencies npm install # Build the project npm run build

Contributions are welcome! Feel free to submit a Pull Request.

This project is licensed under the MIT License - see theLICENSEfile for details.

If you encounter any issues or need support, please file an issue on theGitHub repository.

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