mcp-server-salesforce
by kazuki1213
A Model Context Protocol server implementation for interacting with Salesforce. It provides resources for notes storage and Salesforce objects, along with prompts and tools for data analysis and management.
Last updated: N/A
What is mcp-server-salesforce?
This is a Model Context Protocol (MCP) server designed to facilitate interaction with Salesforce. It allows users to manage notes and access Salesforce objects and records through custom URI schemes and provides tools for querying, creating, updating, and deleting Salesforce data.
How to use mcp-server-salesforce?
To use this server, configure the necessary Salesforce credentials via environment variables (SALESFORCE_USERNAME, SALESFORCE_PASSWORD, SALESFORCE_SECURITY_TOKEN, SALESFORCE_DOMAIN). Then, install and configure the server within your MCP environment, such as Claude Desktop, using the provided configuration snippets. Use the provided tools and prompts to interact with Salesforce data and manage notes.
Key features of mcp-server-salesforce
Custom URI schemes for notes and Salesforce objects
Prompts for summarizing notes and analyzing Salesforce data
Tools for adding notes and executing SOQL queries
Tools for creating, updating, and deleting Salesforce records
Easy configuration via environment variables
Use cases of mcp-server-salesforce
Integrating Salesforce data into MCP workflows
Creating summaries of notes related to Salesforce records
Automating Salesforce data management tasks
Analyzing Salesforce data using MCP prompts
Building custom applications that interact with Salesforce
FAQ from mcp-server-salesforce
What is the purpose of the mcp-server-salesforce?
What is the purpose of the mcp-server-salesforce?
It allows you to interact with Salesforce using the Model Context Protocol.
How do I configure the Salesforce connection?
How do I configure the Salesforce connection?
You need to set the SALESFORCE_USERNAME, SALESFORCE_PASSWORD, SALESFORCE_SECURITY_TOKEN, and optionally SALESFORCE_DOMAIN environment variables.
What kind of operations can I perform on Salesforce?
What kind of operations can I perform on Salesforce?
You can query, create, update, and delete records using the provided tools.
How can I debug the server?
How can I debug the server?
The README recommends using the MCP Inspector for the best debugging experience.
How do I add a new note?
How do I add a new note?
Use the 'add-note' tool with the 'name' and 'content' arguments.