Salesforce

by kablewy

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About

Integrates with Salesforce's REST API to enable querying, metadata retrieval, and CRUD operations on Salesforce data for tasks like customer analysis and CRM automation.

Details

Author: kablewy
Repository: kablewy/salesforce-mcp-server
GitHub stars: 42
Categories: Productivity, Developer Tools, Design, AI, Search, Security, Frontend
Tags: #integration

Setting up with Highlight

This MCP is not yet compatible with Highlight’s one-click setup. However, you can still use it with Highlight by following these steps:

Download and install Highlight from highlightai.com/download
Navigate to the plugins tab and select "Add Custom Plugin"
Configure the plugin with the settings below
Plugin Name Salesforce

Command (node, npx, python, etc.) npx
Arguments
- Argument 1 -y
- Argument 2 @highlight/mcp-server
Please refer to the README for specific instructions on how to obtain API keys or other required environment variables.
Enable "Start Automatically" if you want the plugin to start when Highlight launches

Setting up with Cursor

Open Cursor's settings
Navigate to the MCP section
Click "Add new Global MCP server"
Copy and paste the configuration below based on your operating system

JSON

{
    "mcpServers": {
        "salesforce": {
            "env": {},
            "args": [
                "-y",
                "@highlight/mcp-server"
            ],
            "command": "npx"
        }
    }
}

JSON

{
    "mcpServers": {
        "salesforce": {
            "env": {},
            "args": [
                "/c",
                "npx",
                "-y",
                "@highlight/mcp-server"
            ],
            "command": "cmd"
        }
    }
}

JSON

{
    "mcpServers": {
        "salesforce": {
            "env": {},
            "args": [
                "-y",
                "@highlight/mcp-server"
            ],
            "command": "npx"
        }
    }
}

Setting up with Claude Desktop

Open Claude Desktop's settings
Go to the Integrations tab
Click "Add MCP Server"
Use the configuration below based on your operating system

Note: Make sure Claude Desktop is running before attempting to connect.

JSON

{
    "mcpServers": {
        "salesforce": {
            "env": {},
            "args": [
                "-y",
                "@highlight/mcp-server"
            ],
            "command": "npx"
        }
    }
}

JSON

{
    "mcpServers": {
        "salesforce": {
            "env": {},
            "args": [
                "/c",
                "npx",
                "-y",
                "@highlight/mcp-server"
            ],
            "command": "cmd"
        }
    }
}

JSON

{
    "mcpServers": {
        "salesforce": {
            "env": {},
            "args": [
                "-y",
                "@highlight/mcp-server"
            ],
            "command": "npx"
        }
    }
}

Setting up with Windsurf

Open Windsurf's preferences
Go to the Integrations section
Click "Add MCP Integration"
Use the configuration below based on your operating system

JSON

{
    "mcpServers": {
        "salesforce": {
            "env": {},
            "args": [
                "-y",
                "@highlight/mcp-server"
            ],
            "command": "npx"
        }
    }
}

JSON

{
    "mcpServers": {
        "salesforce": {
            "env": {},
            "args": [
                "/c",
                "npx",
                "-y",
                "@highlight/mcp-server"
            ],
            "command": "cmd"
        }
    }
}

JSON

{
    "mcpServers": {
        "salesforce": {
            "env": {},
            "args": [
                "-y",
                "@highlight/mcp-server"
            ],
            "command": "npx"
        }
    }
}

Setting up with Cline

Open Cline's settings
Navigate to the Integrations section
Click "Add MCP Server"
Copy and paste the configuration below based on your operating system

Note: Make sure to restart Cline after adding the configuration.

JSON

{
    "mcpServers": {
        "salesforce": {
            "env": {},
            "args": [
                "-y",
                "@highlight/mcp-server"
            ],
            "command": "npx"
        }
    }
}

JSON

{
    "mcpServers": {
        "salesforce": {
            "env": {},
            "args": [
                "/c",
                "npx",
                "-y",
                "@highlight/mcp-server"
            ],
            "command": "cmd"
        }
    }
}

JSON

{
    "mcpServers": {
        "salesforce": {
            "env": {},
            "args": [
                "-y",
                "@highlight/mcp-server"
            ],
            "command": "npx"
        }
    }
}

Setting up with Goose

Open Goose's preferences
Go to the Integrations tab
Select "MCP Servers"
Click "Add New Server"
Use the configuration below based on your operating system

JSON

{
    "mcpServers": {
        "salesforce": {
            "env": {},
            "args": [
                "-y",
                "@highlight/mcp-server"
            ],
            "command": "npx"
        }
    }
}

JSON

{
    "mcpServers": {
        "salesforce": {
            "env": {},
            "args": [
                "/c",
                "npx",
                "-y",
                "@highlight/mcp-server"
            ],
            "command": "cmd"
        }
    }
}

JSON

{
    "mcpServers": {
        "salesforce": {
            "env": {},
            "args": [
                "-y",
                "@highlight/mcp-server"
            ],
            "command": "npx"
        }
    }
}

From the repository

The server exposes several functions:

To install Salesforce Server for Claude Desktop automatically via Smithery:

npx -y @smithery/cli install salesforce-mcp-server --client claude

The evals package loads an mcp client that then runs the index.ts file, so there is no need to rebuild between tests. You can load environment variables by prefixing the npx command. Full documentation can be found here.

OPENAI_API_KEY=your-key  npx mcp-eval src/evals/evals.ts src/tools.ts

`query`

Execute SOQL queries against your Salesforce instance. Parameters: query (string)

`describe-object`

Get metadata about a Salesforce object. Parameters: objectName (string)

`create`

Create a new record. Parameters: objectName (string), data (object)

`update`

Update an existing record. Parameters: objectName (string), data (object)

`delete`

Delete a record. Parameters: objectName (string), id (string)

Claude Desktop / Cursor

Paste into your MCP client config file to install this server.

{
    "mcpServers": {
        "salesforce": {
            "env": {},
            "args": [
                "-y",
                "@highlight/mcp-server"
            ],
            "command": "npx"
        }
    }
}

Linux

{
    "env": [],
    "args": [
        "-y",
        "@highlight/mcp-server"
    ],
    "command": "npx"
}

Macos

{
    "env": [],
    "args": [
        "-y",
        "@highlight/mcp-server"
    ],
    "command": "npx"
}

Windows

{
    "env": [],
    "args": [
        "/c",
        "npx",
        "-y",
        "@highlight/mcp-server"
    ],
    "command": "cmd"
}

Salesforce MCP Server

A Model Context Protocol server implementation for interacting with Salesforce through its REST API using jsforce.

Installing via Smithery

To install Salesforce Server for Claude Desktop automatically via Smithery:

npx -y @smithery/cli install salesforce-mcp-server --client claude

Features

- Execute SOQL queries
- Retrieve object metadata
- Create, update, and delete records
- Secure authentication handling
- Real-time data access

Setup

1. Clone the repository
2. Copy .env.example to .env and fill in your Salesforce credentials
3. Install dependencies: npm install
4. Build: npm run build
5. Start: npm start

Usage

The server exposes several functions:

query

Execute SOQL queries against your Salesforce instance:

{
  "name": "query",
  "parameters": {
    "query": "SELECT Id, Name FROM Account LIMIT 5"
  }
}

describe-object

Get metadata about a Salesforce object:

{
  "name": "describe-object",
  "parameters": {
    "objectName": "Account"
  }
}

create

Create a new record:

{
  "name": "create",
  "parameters": {
    "objectName": "Contact",
    "data": {
      "FirstName": "John",
      "LastName": "Doe",
      "Email": "john.doe@example.com"
    }
  }
}

update

Update an existing record:

{
  "name": "update",
  "parameters": {
    "objectName": "Contact",
    "data": {
      "Id": "003XXXXXXXXXXXXXXX",
      "Email": "new.email@example.com"
    }
  }
}

delete

Delete a record:

{
  "name": "delete",
  "parameters": {
    "objectName": "Contact",
    "id": "003XXXXXXXXXXXXXXX"
  }
}

Running evals

OPENAI_API_KEY=your-key  npx mcp-eval src/evals/evals.ts src/tools.ts

Security

Make sure to:
- Keep your .env file secure and never commit it
- Use IP restrictions in Salesforce when possible
- Regularly rotate your security token
- Consider implementing additional authentication for the MCP server

Contributing

Contributions are welcome! Please submit PRs with improvements.

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About

Details

Jump to

Setting up with Highlight

From the repository

query

describe-object

create

update

delete

Claude Desktop / Cursor

Linux

Macos

Windows

Salesforce MCP Server

Installing via Smithery

Features

Setup

Usage

query

describe-object

create

update

delete

Running evals

Security

Contributing

Install

More like this

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Sentry

Github

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GitLab

Context 7

`query`

`describe-object`

`create`

`update`

`delete`