Salesforce MCP Server
by tsmztech
An MCP server that integrates Claude with Salesforce, enabling natural language interactions with your Salesforce data and metadata. This server 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 model, to Salesforce. It allows users to interact with Salesforce data and metadata using natural language, enabling tasks like querying records, managing objects, and updating fields through conversational commands.
How to use Salesforce MCP Server?
To use the server, you need to install it via npm (npm install -g @tsmztech/mcp-server-salesforce) and configure it within your claude_desktop_config.json file. You can authenticate using either Username/Password or OAuth 2.0 Client Credentials Flow. Once configured, you can use natural language commands to interact with Salesforce through Claude, leveraging the provided tools for object search, schema description, data querying, and more.
Key features of Salesforce MCP Server
Object and Field Management
Smart Object Search
Detailed Schema Information
Flexible Data Queries
Data Manipulation
Cross-Object Search
Apex Code Management
Intuitive Error Handling
Use cases of Salesforce MCP Server
Creating and modifying custom Salesforce objects and fields using natural language.
Querying Salesforce records with complex filters and relationship support.
Managing Apex code (classes and triggers) through natural language commands.
Searching across multiple Salesforce objects using SOSL.
Automating data operations like inserting, updating, and deleting records.
FAQ from Salesforce MCP Server
What is MCP?
What is MCP?
MCP stands for Model Context Protocol. It's a protocol that allows AI models like Claude to interact with external systems and data sources.
What Salesforce permissions are required?
What Salesforce permissions are required?
The required permissions depend on the actions you want to perform. At a minimum, you'll need API access and read/write access to the Salesforce objects you intend to interact with.
How do I handle errors?
How do I handle errors?
The server provides clear feedback with Salesforce-specific error details, helping you troubleshoot issues effectively.
Can I use this with Salesforce sandboxes?
Can I use this with Salesforce sandboxes?
Yes, you can. Ensure your SALESFORCE_INSTANCE_URL points to your sandbox instance.
Is this server secure?
Is this server secure?
The server supports OAuth 2.0 Client Credentials Flow, which is a secure authentication method. Ensure you protect your client ID and secret.