Welcome to the Salesforce Model Context Protocol server! This MCP allows you to interact with your Salesforce data and metadata using natural language.
Whether you're a business user, developer, or administrator, you can now chat with your Salesforce org to: Get insights, Manage data, Configure the platform, create objects, fields, flows.. delete them, automate tasks and many more.
- Visit salesforce-mcp.com
- Click "Connect to Salesforce" and authenticate with your org
- Start chatting with your Salesforce data right away!
- Follow the configuration steps below
- Set up your environment variables
- Use with your preferred MCP-compatible AI assistant
Our connector empowers you to:
-
Ask Questions About Your Data 🔍
- Get insights about your Salesforce records
- Example: "Show me all accounts created in the last 30 days with their names and annual revenue"
- The AI will automatically translate this into the appropriate Salesforce query
-
Search Across Your Org 🔎
- Find information across all your Salesforce records
- Example: "Find all records containing 'Acme' in any field"
- Works like a powerful search engine for your Salesforce data
-
Understand Your Data Structure 📊
- Explore available fields and objects
- Example: "What fields are available on the Account object?"
- Get a clear view of your data model
-
Manage Your Records 📝
- Create, update, and delete records with natural language
- Examples:
- "Create a new Account named 'Acme Corp' with industry 'Technology'"
- "Update the phone number of Account 001xx000003DIloAAG to '555-0123'"
- "Delete the Account with ID 001xx000003DIloAAG"
-
Work with Development Tools 🛠️
- Access and manage your Salesforce development environment
- Example: "Show me all Apex classes in the org"
- Perfect for developers and administrators
-
Use Custom Applications 🔌
- Interact with your custom Salesforce applications
- Example: "Call the custom Apex REST endpoint '/MyCustomService' with parameters"
- Seamlessly integrate with your existing solutions
-
Access Advanced Features ⚙️
- Connect to any Salesforce API endpoint
- Example: "Get the describe information for the Account object"
- Unlock the full power of the Salesforce platform
-
And many more... 🌟
- If you are missing any functionality feel free to request it on our Discord channel or do a PR yourself...
To use this connector locally, you'll need to configure it in your claude_desktop_config.json
file. Add the following to the mcpServers
section:
{
"mcpServers": {
"salesforce": {
"command": "uvx",
"args": [
"--from",
"mcp-salesforce-connector",
"salesforce"
],
"env": {
"USERNAME": "YOUR_SALESFORCE_USERNAME",
"PASSWORD": "YOUR_SALESFORCE_PASSWORD",
"SECURITY_TOKEN": "YOUR_SALESFORCE_SECURITY_TOKEN"
}
}
}
}
Replace the placeholder values with your Salesforce credentials:
YOUR_SALESFORCE_USERNAME
: Your Salesforce usernameYOUR_SALESFORCE_PASSWORD
: Your Salesforce passwordYOUR_SALESFORCE_SECURITY_TOKEN
: Your Salesforce security token
Your Salesforce credentials are stored securely and are only used to establish the connection to your org. We never store or share your credentials with third parties.
Thanks for being here! Whether you’re fixing a bug, adding a feature, or improving documentation — your help makes a big difference.
Here’s how to get started:
- Check out our Contributing Guidelines
- Take a look at the open Issues
- Fork the repo and create your branch
- Open a pull request when you’re ready
We appreciate your support and look forward to collaborating! 🚀
Need help? Visit our documentation or contact our support team at support@salesforce-mcp.com or in our Discord channel
This project is licensed under the MIT License - see the LICENSE file for details.