MCP Salesforce Connector

by smn2gnt

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About

Interact with Salesforce data using SOQL queries and SOSL searches via an MCP server.

Details

Author
smn2gnt
Categories
Cloud Service, Other, Infrastructure

Setup

Install MCP Salesforce Connector in your MCP client (Claude Desktop, Cursor, Windsurf, and others).

Repository: https://github.com/smn2gnt/MCP-Salesforce

Follow the installation instructions in the repository README, then restart your MCP client.

Interact with Salesforce data using SOQL queries and SOSL searches via an MCP server.

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

- 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
- List all available SObjects - Discover standard and custom objects
- Retrieve, create, update, and delete records
- Execute Tooling API requests
- Execute Apex REST requests
- Make direct REST API calls to Salesforce

To use this server with the Model Context Protocol, you need to configure it in yourclaude_desktop_config.jsonfile. Add the following entry to themcpServerssection:

{ "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" } } } }

- run_soql_query- Execute SOQL queries against Salesforce
- run_sosl_search- Perform SOSL searches across objects

- get_object_fields- Retrieve field metadata for specific objects
- list_sobjects- List all available SObjects (standard and custom)

- get_record- Retrieve a specific record by ID
- create_record- Create a new record
- update_record- Update an existing record
- delete_record- Delete a record

- bulk_create_records- Create multiple records in a single operation
- bulk_update_records- Update multiple records (must include Id field)
- bulk_delete_records- Delete multiple records using record IDs

- tooling_execute- Execute Tooling API requests
- apex_execute- Execute Apex REST requests
- restful- Make direct REST API calls to Salesforce

Note on Salesforce Authentication Methods

This server supports four authentication methods:

- OAuth (Recommended):SetSALESFORCE_ACCESS_TOKENandSALESFORCE_INSTANCE_URLas environment variables.
- Client Credentials:SetSALESFORCE_CLIENT_IDandSALESFORCE_CLIENT_SECRETfor OAuth 2.0 Client Credentials flow. This is useful for server-to-server integrations.
- Salesforce CLI (Default Org):If no OAuth env vars are set, the server will try to use the active Salesforce CLI default org from the current workspace (viasf org display --jsonorsfdx force:org:display --json). Optionally setSALESFORCE_CLI_TARGET_ORGto target a specific org.
- Username/Password (Legacy):IfSALESFORCE_ACCESS_TOKENandSALESFORCE_INSTANCE_URLare not set, the server will fall back to usingSALESFORCE_USERNAME,SALESFORCE_PASSWORD, andSALESFORCE_SECURITY_TOKEN.

- SALESFORCE_DOMAIN(Optional):Set totestto connect to a Salesforce sandbox environment. If not set or left empty, the server will connect to the production environment.
- SALESFORCE_CLI_TARGET_ORG(Optional):When using the Salesforce CLI authentication method, set this to target a specific org alias or username instead of the default org.

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