Salesforce MCP Server

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

• Apex Code Management: Read, create, and update Apex classes and triggers

• Intuitive Error Handling: Clear feedback with Salesforce-specific error details

Installation

Tools

salesforce_search_objects

• Search by partial name matches

• Finds both standard and custom objects

• Example: "Find objects related to Account" will find Account, AccountHistory, etc.

salesforce_describe_object

• Field definitions and properties

• Relationship details

• Picklist values

• Example: "Show me all fields in the Account object"

salesforce_query_records

• Parent-to-child relationships

• Child-to-parent relationships

• Complex WHERE conditions

• Example: "Get all Accounts with their related Contacts"

salesforce_dml_records

• Insert new records

• Update existing records

• Delete records

• Upsert using external IDs

• Example: "Update status of multiple accounts"

salesforce_manage_object

• Create new custom objects

• Update object properties

• Configure sharing settings

• Example: "Create a Customer Feedback object"

salesforce_manage_field

• Add new custom fields

• Modify field properties

• Create relationships

• Example: "Add a Rating picklist field to Account"

salesforce_search_all

• SOSL-based search

• Multiple object support

• Field snippets

• Example: "Search for 'cloud' across Accounts and Opportunities"

salesforce_read_apex

• Get full source code of specific classes

• List classes matching name patterns

• View class metadata (API version, status, etc.)

• Support for wildcards (* and ?) in name patterns

• Example: "Show me the AccountController class" or "Find all classes matching AccountCont"

salesforce_write_apex

• Create new Apex classes

• Update existing class implementations

• Specify API versions

• Example: "Create a new Apex class for handling account operations"

salesforce_read_apex_trigger

• Get full source code of specific triggers

• List triggers matching name patterns

• View trigger metadata (API version, object, status, etc.)

• Support for wildcards (* and ?) in name patterns

• Example: "Show me the AccountTrigger" or "Find all triggers for Contact object"

salesforce_write_apex_trigger

• Create new Apex triggers for specific objects

• Update existing trigger implementations

• Specify API versions and event operations

• Example: "Create a new trigger for the Account object" or "Update the Lead trigger"

salesforce_execute_anonymous

• Run Apex code without creating a permanent class

• View debug logs and execution results

• Useful for data operations not directly supported by other tools

• Example: "Execute Apex code to calculate account metrics" or "Run a script to update related records"

salesforce_manage_debug_logs

• Enable debug logs for specific users

• Disable active debug log configurations

• Retrieve and view debug logs

• Configure log levels (NONE, ERROR, WARN, INFO, DEBUG, FINE, FINER, FINEST)

• Example: "Enable debug logs for user@example.com" or "Retrieve recent logs for an admin user"

Setup

Salesforce Authentication

1. Username/Password Authentication (Default)

1. Set up your Salesforce credentials

2. Get your security token (Reset from Salesforce Settings)

2. OAuth 2.0 Client Credentials Flow

1. Create a Connected App in Salesforce

2. Enable OAuth settings and select "Client Credentials Flow"

3. Set appropriate scopes (typically "api" is sufficient)

4. Save the Client ID and Client Secret

5. Important: Note your instance URL (e.g., https://your-domain.my.salesforce.com) as it's required for authentication

Usage with Claude Desktop

For Username/Password Authentication:

For OAuth 2.0 Client Credentials Flow:

Note: For OAuth 2.0 Client Credentials Flow, the SALESFORCE_INSTANCE_URL must be your exact Salesforce instance URL (e.g., https://your-domain.my.salesforce.com). The token endpoint will be constructed as <instance_url>/services/oauth2/token.

Example Usage

Searching Objects

Getting Schema Information

Querying Records

Managing Custom Objects

Searching Across Objects

Managing Apex Code

Managing Apex Triggers

Executing Anonymous Apex Code

Managing Debug Logs

Development

Building from source

Contributing

License

Issues and Support

Salesforce MCP Server

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

• Apex Code Management: Read, create, and update Apex classes and triggers

• Intuitive Error Handling: Clear feedback with Salesforce-specific error details

Installation

Tools

salesforce_search_objects

• Search by partial name matches

• Finds both standard and custom objects

• Example: "Find objects related to Account" will find Account, AccountHistory, etc.

salesforce_describe_object

• Field definitions and properties

• Relationship details

• Picklist values

• Example: "Show me all fields in the Account object"

salesforce_query_records

• Parent-to-child relationships

• Child-to-parent relationships

• Complex WHERE conditions

• Example: "Get all Accounts with their related Contacts"

salesforce_dml_records

• Insert new records

• Update existing records

• Delete records

• Upsert using external IDs

• Example: "Update status of multiple accounts"

salesforce_manage_object

• Create new custom objects

• Update object properties

• Configure sharing settings

• Example: "Create a Customer Feedback object"

salesforce_manage_field

• Add new custom fields

• Modify field properties

• Create relationships

• Example: "Add a Rating picklist field to Account"

salesforce_search_all

• SOSL-based search

• Multiple object support

• Field snippets

• Example: "Search for 'cloud' across Accounts and Opportunities"

salesforce_read_apex

• Get full source code of specific classes

• List classes matching name patterns

• View class metadata (API version, status, etc.)

• Support for wildcards (* and ?) in name patterns

• Example: "Show me the AccountController class" or "Find all classes matching AccountCont"

salesforce_write_apex

• Create new Apex classes

• Update existing class implementations

• Specify API versions

• Example: "Create a new Apex class for handling account operations"

salesforce_read_apex_trigger

• Get full source code of specific triggers

• List triggers matching name patterns

• View trigger metadata (API version, object, status, etc.)

• Support for wildcards (* and ?) in name patterns

• Example: "Show me the AccountTrigger" or "Find all triggers for Contact object"

salesforce_write_apex_trigger

• Create new Apex triggers for specific objects

• Update existing trigger implementations

• Specify API versions and event operations

• Example: "Create a new trigger for the Account object" or "Update the Lead trigger"

salesforce_execute_anonymous

• Run Apex code without creating a permanent class

• View debug logs and execution results

• Useful for data operations not directly supported by other tools

• Example: "Execute Apex code to calculate account metrics" or "Run a script to update related records"

salesforce_manage_debug_logs

• Enable debug logs for specific users

• Disable active debug log configurations

• Retrieve and view debug logs

• Configure log levels (NONE, ERROR, WARN, INFO, DEBUG, FINE, FINER, FINEST)

• Example: "Enable debug logs for user@example.com" or "Retrieve recent logs for an admin user"

Setup

Salesforce Authentication

1. Username/Password Authentication (Default)

1. Set up your Salesforce credentials

2. Get your security token (Reset from Salesforce Settings)

2. OAuth 2.0 Client Credentials Flow

1. Create a Connected App in Salesforce

2. Enable OAuth settings and select "Client Credentials Flow"

3. Set appropriate scopes (typically "api" is sufficient)

4. Save the Client ID and Client Secret

5. Important: Note your instance URL (e.g., https://your-domain.my.salesforce.com) as it's required for authentication

Usage with Claude Desktop

For Username/Password Authentication:

For OAuth 2.0 Client Credentials Flow:

Note: For OAuth 2.0 Client Credentials Flow, the SALESFORCE_INSTANCE_URL must be your exact Salesforce instance URL (e.g., https://your-domain.my.salesforce.com). The token endpoint will be constructed as <instance_url>/services/oauth2/token.

Example Usage

Searching Objects

Getting Schema Information

Querying Records

Managing Custom Objects

Searching Across Objects

Managing Apex Code

Managing Apex Triggers

Executing Anonymous Apex Code

Managing Debug Logs

Development

Building from source

Contributing

License

Issues and Support