TM

tsmztech/mcp-server-salesforce

开发工具

本页由 AI 翻译,技术细节请以原文为准。 查看原文

165 stars 93 forks 质量 87 趋势 37MIT

tsmztech/mcp-server-Salesforce 是从 https://github.com/tsmztech/mcp-server-salesforce. 导入的 MCP 服务器候选。

概览

tsmztech/mcp-server-Salesforce 是从 https://github.com/tsmztech/mcp-server-salesforce. 导入的 MCP 服务器候选。

概述(AI 翻译)

一个MCP(模型上下文协议)服务器实现,将Claude与Salesforce集成,实现与Salesforce数据和元数据的自然语言交互。该服务器允许Claude使用日常语言查询、修改和管理你的Salesforce对象和记录。

特色

  • 对象与字段管理:使用自然语言创建和修改自定义对象和字段
  • 智能对象搜索:利用部分名称匹配查找Salesforce对象
  • 详细模式信息:获取任意对象的全面字段和关系详情
  • 灵活的数据查询:支持关系和复杂筛选的查询记录 ** 数据操作**:轻松插入、更新、删除和更新记录
  • 跨对象搜索:使用SOSL跨多个对象搜索
  • Apex 代码管理:读取、创建和更新 Apex 类和触发器
  • 直观的错误处理:清晰反馈,包含Salesforce专属错误细节
  • 可切换认证:支持多个组织。

本页由 AI 翻译,技术细节请以原文为准。

README

以下为原文 README 节选,完整内容请查看原文。

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
  • Apex Code Management: Read, create, and update Apex classes and triggers
  • Intuitive Error Handling: Clear feedback with Salesforce-specific error details
  • Switchable Authentication: Supports multiple orgs. Easily switch your active Salesforce org based on the default org configured in your VS Code workspace (use Salesforce_CLI authentication for this feature).

Installation

Requirements

  • Node.js 22+ (jsforce 3.10.17 and later depend on undici 8, which needs Node 22; on Node 20 the server fails at startup). The server must run under Node — bun is not supported: jsforce’s HTTP transport hangs under bun, so authentication appears to succeed but every Salesforce API call stalls until the MCP host times out (see #118). Use npx/node (not bun x) in your MCP client configuration.

Global Installation (npm)

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

Claude Desktop Quick Installation

For easy setup with Claude Desktop, download the pre-configured extension:

  1. Download salesforce-mcp-extension.dxt from the claude-desktop/ folder
  2. Open Claude Desktop → Settings → Extensions
  3. Drag the .dxt file into the Extensions window
  4. Configure your Salesforce credentials when prompted

For manual Claude Desktop configuration, see Usage with Claude Desktop below.

Tools

salesforce_search_objects

Search for standard and custom objects:

  • Search by partial name matches
  • Finds both standard and custom objects
  • Example: “Find objects related to Account” will find Account, AccountHistory, etc.

salesforce_describe_object

在 GitHub 查看完整 README

安装

npx -y @tsmztech/mcp-server-salesforce
新手?先看 mcpskill.org 教程 →

配置

{ "mcpServers": { "salesforce": { "command": "npx", "args": ["-y", "@tsmztech/mcp-server-salesforce"], "env": { "SALESFORCE_CONNECTION_TYPE": "Salesforce_CLI" } } } }