Salesforce MCP Server
by tsmztech
An MCP server that integrates Claude with Salesforce, enabling natural language interactions with Salesforce data and metadata. It allows Claude to query, modify, and manage 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 allows Claude, an AI assistant, to interact with Salesforce using natural language. It acts as a bridge, enabling Claude to query, modify, and manage Salesforce data and metadata through simple, 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 with your Salesforce credentials (either Username/Password or OAuth 2.0 Client Credentials Flow) in your claude_desktop_config.json. Once configured, you can use natural language commands with Claude to interact with your Salesforce data.
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, including reading, creating, and updating classes and triggers.
Searching across multiple Salesforce objects using SOSL.
Performing data operations (insert, update, delete, upsert) on Salesforce records.
FAQ from Salesforce MCP Server
What is MCP?
What is MCP?
MCP stands for Model Context Protocol, a protocol that allows AI models like Claude to interact with external systems and data sources.
What Salesforce authentication methods are supported?
What Salesforce authentication methods are supported?
The server supports Username/Password authentication and OAuth 2.0 Client Credentials Flow.
How do I install the server?
How do I install the server?
You can install the server globally using npm: npm install -g @tsmztech/mcp-server-salesforce.
How do I configure the server?
How do I configure the server?
Configuration is done via the claude_desktop_config.json file, where you specify your Salesforce credentials and connection type.
What if I encounter issues?
What if I encounter issues?
Please file an issue on the GitHub repository: https://github.com/tsmztech/mcp-server-salesforce/issues