Salesforce MCP Server
An MCP (Model Context Protocol) server implementation that integrates Claude with Salesforce, enabling natural language interactions with your Salesforce data and metadata. This server allows Claude to query, modify, and manage your Salesforce objects and records using everyday language.
Features
- **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
- **Intuitive Error Handling**: Clear feedback with Salesforce-specific error details
Installation
Setup
Salesforce Authentication
You can authenticate with Salesforce using one of two methods:
1. Username/Password Authentication
- Set up your Salesforce credentials
- Get your security token (Reset from Salesforce Settings)
- Configure the environment variables as shown in the configuration section
2. OAuth2 Authentication with Consumer Key/Secret
- Set up a Connected App in Salesforce
- Get the Consumer Key and Consumer Secret
- Configure the environment variables as shown in the configuration section
IDE Integration
Cursor IDE Setup
- Install the package globally:
- Configure the MCP server in Cursor IDE `.cursor/mcp.json`:
Using env Command
For OAuth2 Authentication in Cursor
Claude Desktop Setup
- Install the package globally (if not already installed):
- Add to your `claude_desktop_config.json`:
For Username/Password Authentication
For OAuth2 Authentication
- Configuration File Location: - macOS: `~/Library/Application Support/Claude Desktop/claude_desktop_config.json` - Windows: `%APPDATA%\Claude Desktop\claude_desktop_config.json` - Linux: `~/.config/Claude Desktop/claude_desktop_config.json`
Required Environment Variables
For Username/Password Authentication:
- `SALESFORCE_USERNAME`: Your Salesforce username/email
- `SALESFORCE_PASSWORD`: Your Salesforce password
- `SALESFORCE_TOKEN`: Your Salesforce security token
- `SALESFORCE_INSTANCE_URL`: Your Salesforce instance URL (Optional, default: https://login.salesforce.com)
For OAuth2 Authentication:
- `SALESFORCE_USERNAME`: Your Salesforce username/email
- `SALESFORCE_PASSWORD`: Your Salesforce password
- `SALESFORCE_CONSUMER_KEY`: Your Connected App's consumer key
- `SALESFORCE_CONSUMER_SECRET`: Your Connected App's consumer secret
- `SALESFORCE_INSTANCE_URL`: Your Salesforce instance URL (Optional, default: https://login.salesforce.com)
Example Usage
Searching Objects
Getting Schema Information
Querying Records
Managing Custom Objects
Searching Across Objects
Development
Building from source
Troubleshooting
- **Authentication Errors** - Verify your credentials are correct - For username/password auth: ensure security token is correct - For OAuth2: verify consumer key and secret
- **Connection Issues** - Check your Salesforce instance URL - Verify network connectivity - Ensure proper API access permissions
- **Cursor IDE Integration** - Restart Cursor IDE after configuration changes - Check Developer Tools (Help > Toggle Developer Tools) for error messages - Verify the package is installed globally
- **Claude Desktop Integration** - Verify configuration file location - Check file permissions - Restart Claude Desktop after configuration changes - Ensure environment variables are properly set
Contributing
Contributions are welcome! Feel free to submit a Pull Request.
License
This project is licensed under the MIT License - see the [LICENSE](LICENSE) file for details.
Issues and Support
If you encounter any issues or need support, please file an issue on the GitHub repository.