Salesforce MCP Server
by MCP-Mirror
This MCP server integrates Claude with Salesforce, enabling natural language interactions with your Salesforce data. It allows Claude to query, modify, and manage your Salesforce objects and records using everyday language.
Last updated: N/A
What is Salesforce MCP Server?
The Salesforce MCP Server is an implementation of the Model Context Protocol (MCP) that connects Claude, an AI assistant, to Salesforce. It enables users to interact with Salesforce data and metadata using natural language, allowing Claude to query, modify, and manage Salesforce objects and records.
How to use Salesforce MCP Server?
To use the server, first install it globally using npm: npm install -g @surajadsul02/mcp-server-salesforce. Then, configure the server in your IDE (Cursor IDE or Claude Desktop) by setting up Salesforce authentication using either Username/Password or OAuth2. You'll need to configure environment variables with your Salesforce credentials. Refer to the README for detailed setup instructions for each IDE and authentication method.
Key features of Salesforce MCP Server
Object and Field Management
Smart Object Search
Detailed Schema Information
Flexible Data Queries
Data Manipulation
Cross-Object Search
Intuitive Error Handling
Use cases of Salesforce MCP Server
Searching for Salesforce objects using natural language queries
Retrieving detailed schema information for Salesforce objects and fields
Querying Salesforce records with complex filters and relationship support
Managing custom objects and fields using natural language commands
FAQ from Salesforce MCP Server
How do I authenticate with Salesforce?
How do I authenticate with Salesforce?
You can authenticate using either Username/Password authentication (with a security token) or OAuth2 authentication (with a Consumer Key and Secret).
What environment variables are required?
What environment variables are required?
For Username/Password authentication: SALESFORCE_USERNAME, SALESFORCE_PASSWORD, SALESFORCE_TOKEN, and optionally SALESFORCE_INSTANCE_URL. For OAuth2: SALESFORCE_USERNAME, SALESFORCE_PASSWORD, SALESFORCE_CONSUMER_KEY, SALESFORCE_CONSUMER_SECRET, and optionally SALESFORCE_INSTANCE_URL.
How do I configure the server in Cursor IDE?
How do I configure the server in Cursor IDE?
Add a mcp.json file in the .cursor directory with the server configuration, including the command and arguments to run the server with the necessary environment variables.
How do I configure the server in Claude Desktop?
How do I configure the server in Claude Desktop?
Add a claude_desktop_config.json file in the appropriate directory for your operating system with the server configuration, including the command, arguments, and environment variables.
What do I do if I get authentication errors?
What do I do if I get authentication errors?
Verify your credentials are correct, ensure your security token is correct for Username/Password authentication, and verify your consumer key and secret for OAuth2.