Salesforce Order Concierge

from gellasangameshgupta

An ecommerce assistant for Salesforce, enabling interaction with orders, returns, and customer service operations.

🔥🔥✓ VerifiedAccount requiredAdvanced setup

#email #automation #crm #slack #devops #git #security

Salesforce Order Concierge MCP Server

A Model Context Protocol (MCP) server that provides Salesforce order management capabilities for Claude Desktop, including order status checking, return creation, case management, and Slack notifications.

🎯 Overview

This MCP server enables Claude Desktop to interact with Salesforce for:

Order status checking with shipping details and tracking information
Return order creation using standard Salesforce ReturnOrder objects
Case management integration for customer service escalation
Slack notification system for real-time alerts
Return label email automation for customer convenience

🛠 Available Tools

check_order_status - Check order status, shipping details, and tracking information
create_return - Create return orders using standard Salesforce objects
email_return_label - Email return shipping labels to customers
update_case_status - Update case status with priority and assignment changes
create_case_from_return - Create support cases from return orders
send_slack_alert - Send formatted alerts to Slack channels

🔍 Testing with MCP Inspector

The MCP Inspector is a powerful tool for testing and debugging MCP servers. Here's how to use it:

Install MCP Inspector

npx @modelcontextprotocol/inspector

Test Your Server

Start the Inspector:
```
npx @modelcontextprotocol/inspector
```

Configure Connection:

Server Command: node
Arguments: ["dist/index.js"]
Working Directory: /path/to/sf_mcp_oc

Environment Variables:

SF_LOGIN_URL=https://login.salesforce.com
SF_USERNAME=your-username@example.com
SF_PASSWORD=your-password
SF_SECURITY_TOKEN=your-token
SLACK_WEBHOOK_URL=your-webhook-url

Test Tools:
- Click "Connect" to establish connection
- Browse available tools in the left panel
- Test each tool with sample data
- View requests/responses in real-time

Sample Test Data

Check Order Status:

{
  "orderId": "00000100"
}

Create Return:

{
  "orderId": "801xx0000000001",
  "lineItemId": "802xx0000000001",
  "reason": "Defective",
  "quantity": 1,
  "description": "Product stopped working"
}

Send Slack Alert:

{
  "message": "Test alert from MCP Inspector",
  "priority": "info"
}

Debugging Tips

Connection Issues: Check environment variables and Salesforce credentials
Tool Failures: Review error messages in the inspector's response panel
Permissions: Ensure your Salesforce user has access to required objects
Network: Verify Salesforce and Slack connectivity

🔧 Environment Variables

Variable	Required	Description
`SF_LOGIN_URL`	Yes	Salesforce login URL (`https://login.salesforce.com` for production, `https://test.salesforce.com` for sandbox)
`SF_USERNAME`	Yes	Salesforce username
`SF_PASSWORD`	Yes	Salesforce password
`SF_SECURITY_TOKEN`	Yes	Salesforce security token
`SLACK_WEBHOOK_URL`	No	Slack webhook URL for notifications

🏗 Salesforce Objects Used

Standard Objects

ReturnOrder - Standard Salesforce object for return management
ReturnOrderLineItem - Individual return items
Case - Customer service integration
Order/OrderItem - Order relationships

Custom Fields (Optional)

ReturnOrder.LabelEmailSent__c - Tracks if return label was emailed
ReturnOrder.LabelEmailSentDate__c - Email timestamp

📁 Project Structure

sf_mcp_oc/
├── src/
│   ├── index.ts                  # Main MCP server
│   ├── salesforce-client.ts     # Salesforce API client
│   └── types.ts                  # TypeScript schemas
├── force-app/main/default/       # Salesforce metadata
│   ├── objects/ReturnOrder/      # Custom fields
│   └── flows/                    # Automation flows
├── dist/                         # Compiled JavaScript
├── package.json                  # Node.js dependencies
├── tsconfig.json                 # TypeScript config
└── CLAUDE.md                     # Project instructions

🔒 Security

Never commit credentials to version control
Use environment variables for all sensitive data
Rotate Salesforce security tokens regularly
Use dedicated API users with minimal required permissions

📄 License

MIT License - see LICENSE file for details.

🔗 Resources

Copy & paste — that's it

npm install
npm run build

Before it works, you'll need: SF_LOGIN_URLSF_USERNAMESF_PASSWORDSF_SECURITY_TOKENSLACK_WEBHOOK_URL

🚀 Quick Setup

1. Install Dependencies and Build

npm install
npm run build

2. Deploy Salesforce Metadata (Optional)

If you want to use the enhanced features:

# Authenticate to your Salesforce org
sf org login web --alias MyOrg

# Deploy custom fields and flows
sf project deploy start --target-org MyOrg

3. Configure Claude Desktop

Add to your Claude Desktop claude_desktop_config.json:

{
  "mcpServers": {
    "salesforce-order-concierge": {
      "command": "node",
      "args": ["dist/index.js"],
      "cwd": "/path/to/sf_mcp_oc",
      "env": {
        "SF_LOGIN_URL": "https://login.salesforce.com",
        "SF_USERNAME": "your-salesforce-username@example.com",
        "SF_PASSWORD": "your-salesforce-password",
        "SF_SECURITY_TOKEN": "your-salesforce-security-token",
        "SLACK_WEBHOOK_URL": "your-slack-webhook-url-optional"
      }
    }
  }
}

4. Restart Claude Desktop

After adding the configuration, restart Claude Desktop to load the MCP server.

📋 Prerequisites

Salesforce Requirements

Salesforce org with Service Cloud or Field Service license
Order Management enabled
API access for the configured user
Standard objects: Order, OrderItem, ReturnOrder, ReturnOrderLineItem, Case

System Requirements

Node.js 18+ installed
Salesforce CLI (optional, for metadata deployment)
Claude Desktop application

🚨 Troubleshooting

Common Issues

"Server disconnected while setting up"

# Check if server builds successfully
npm run build

# Verify file permissions
chmod +x dist/index.js

# Test server startup
node dist/index.js

"Invalid login"
- Verify Salesforce credentials
- Check security token (get new one from Setup → My Personal Information)
- Use correct login URL for your org type
"Object not found" errors
- Ensure Service Cloud license is active
- Enable Order Management in Setup → Sales → Order Settings
- Verify user has access to ReturnOrder objects
Tool execution failures
- Test with MCP Inspector to see detailed error messages
- Check Salesforce debug logs
- Verify required fields are populated

Getting Help

Use MCP Inspector for detailed debugging
Check Claude Desktop logs for connection issues
Review Salesforce debug logs for API errors
Test Salesforce connectivity with simple SOQL queries