Salesforce MCP Server

An MCP (Model Context Protocol) server implementation 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.

Features

• Object and Field Management: Create and modify custom objects and fields using natural language
• Smart Object Search: Find Salesforce objects using partial name matches
• Detailed Schema Information: Get comprehensive field and relationship details for any object
• Flexible Data Queries: Query records with relationship support and complex filters
• Data Manipulation: Insert, update, delete, and upsert records with ease
• Cross-Object Search: Search across multiple objects using SOSL
• Intuitive Error Handling: Clear feedback with Salesforce-specific error details

Installation

npm install -g @surajadsul02/mcp-server-salesforce

Setup

Salesforce Authentication

You can authenticate with Salesforce using one of two methods:

1. Username/Password Authentication

1. Set up your Salesforce credentials
2. Get your security token (Reset from Salesforce Settings)
3. Configure the environment variables as shown in the configuration section

2. OAuth2 Authentication with Consumer Key/Secret

1. Set up a Connected App in Salesforce
2. Get the Consumer Key and Consumer Secret
3. Configure the environment variables as shown in the configuration section

IDE Integration

Cursor IDE Setup

1. Install the package globally:

npm install -g @surajadsul02/mcp-server-salesforce

2. Configure the MCP server in Cursor IDE .cursor/mcp.json:

Using env Command

{
  "mcpServers": {
    "salesforce": {
      "command": "env",
      "args": [
        "[email protected]",
        "SALESFORCE_PASSWORD=YourActualPassword123",
        "SALESFORCE_TOKEN=YourActualSecurityToken123",
        "SALESFORCE_INSTANCE_URL=https://login.salesforce.com",
        "npx",
        "-y",
        "@surajadsul02/mcp-server-salesforce"
      ]
    }
  }
}

For OAuth2 Authentication in Cursor

{
  "mcpServers": {
    "salesforce": {
      "command": "env",
      "args": [
        "[email protected]",
        "SALESFORCE_PASSWORD=YourActualPassword123",
        "SALESFORCE_TOKEN=YourActualSecurityToken123",
        "SALESFORCE_INSTANCE_URL=https://login.salesforce.com",
        "SALESFORCE_CONSUMER_KEY=YourConsumerKey",
        "SALESFORCE_CONSUMER_SECRET=YourConsumerSecret",
        "npx",
        "-y",
        "@surajadsul02/mcp-server-salesforce"
      ]
    }
  }
}

Claude Desktop Setup