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Salesforce MCP Server

by CData Software

This project builds a read-only Model Context Protocol (MCP) server for Salesforce, enabling LLMs to query live Salesforce data using natural language. It leverages the CData JDBC Driver for Salesforce to expose Salesforce data as relational SQL models.

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What is Salesforce MCP Server?

This is a read-only MCP Server that allows LLMs (like Claude Desktop) to query live data in Salesforce. It uses the CData JDBC Driver for Salesforce to expose Salesforce data as relational SQL models, making the data accessible through a simple MCP interface.

How to use Salesforce MCP Server?

  1. Clone the repository. 2. Build the server using Maven. 3. Download and install the CData JDBC Driver for Salesforce. 4. License the JDBC driver. 5. Configure your connection to Salesforce using the Connection String utility. 6. Create a .prp file with connection properties. 7. Configure your AI client (e.g., Claude Desktop) to use the MCP server by updating the configuration file. 8. Run the server and query Salesforce data using natural language.

Key features of Salesforce MCP Server

  • Read-only access to Salesforce data

  • Exposes Salesforce data as relational SQL models

  • Simple MCP interface for LLM integration

  • Natural language querying of Salesforce data

  • Leverages CData JDBC Driver for Salesforce

Use cases of Salesforce MCP Server

  • Querying Salesforce data using natural language with LLMs

  • Integrating Salesforce data with AI applications

  • Retrieving live information from Salesforce without SQL

  • Building AI-powered Salesforce data analysis tools

FAQ from Salesforce MCP Server

How do I configure the connection to Salesforce?

Use the CData JDBC Driver for Salesforce Connection String utility to create a connection string and then configure the .prp file with the necessary properties.

How do I add the MCP server to Claude Desktop?

Create or modify the claude_desktop_config.json file to include the MCP server configuration, specifying the command and arguments to run the server.

What do I do if I cannot see the CData MCP Server in Claude Desktop?

Ensure that you have fully quit Claude Desktop (using Task Manager or Activity Monitor) and restarted it.

What if Claude Desktop is unable to retrieve data?

Verify that you have configured your connection properly using the Connection String builder and that the connection string is correctly entered in the .prp file.

Where can I get help with connecting to my data source?

Contact the CData Support Team or join the CData Community for assistance.