MCP Salesforce Connector

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

Features

• 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

Available Tools

Query and Search Tools

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

Metadata Tools

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

Single Record Operations

• 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 Operations

• 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

Advanced API Tools

• 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): Set SALESFORCE_ACCESS_TOKEN and SALESFORCE_INSTANCE_URL as environment variables.
• Client Credentials: Set SALESFORCE_CLIENT_ID and SALESFORCE_CLIENT_SECRET for 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 (via sf org display --json or sfdx force:org:display --json). Optionally set SALESFORCE_CLI_TARGET_ORG to target a specific org.
• Username/Password (Legacy): If SALESFORCE_ACCESS_TOKEN and SALESFORCE_INSTANCE_URL are not set, the server will fall back to using SALESFORCE_USERNAME, SALESFORCE_PASSWORD, and SALESFORCE_SECURITY_TOKEN.

Environment Configuration

• SALESFORCE_DOMAIN (Optional): Set to test to 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.

Configuration

Model Context Protocol

To use this server with the Model Context Protocol, you need to configure it in your claude_desktop_config.json file. Add the following entry to the mcpServers section:

{
    "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"
            }
        }
    }
}