Salesforce MCP Server

A Model Context Protocol server that connects AI assistants to Salesforce orgs. Enables querying, searching, creating, updating, and managing Salesforce data through natural language via any MCP-compatible client.

Setup

Prerequisites

• Node.js 18+
• A Salesforce org with API access

Installation

npm install

Configuration

Copy the example env file and fill in your Salesforce credentials:

cp .env.example .env

Variable	Required	Default	Description
SF_USERNAME	Yes	—	Salesforce username
SF_PASSWORD	Yes	—	Salesforce password
SF_SECURITY_TOKEN	No	""	Security token (appended to password)
SF_LOGIN_URL	No	https://login.salesforce.com	Login URL (use https://test.salesforce.com for sandboxes)

Build & Run

npm run build
npm start

MCP Client Configuration

Add to your MCP client config (e.g. Claude Desktop claude_desktop_config.json):

{
  "mcpServers": {
    "salesforce": {
      "command": "node",
      "args": ["/absolute/path/to/salesforce_mcp/dist/index.js"],
      "env": {
        "SF_USERNAME": "your_username",
        "SF_PASSWORD": "your_password",
        "SF_SECURITY_TOKEN": "your_token",
        "SF_LOGIN_URL": "https://login.salesforce.com"
      }
    }
  }
}

Available Tools

Query & Search

• salesforce_query — Execute a SOQL query (first batch, up to 2000 records)
• salesforce_query_all — SOQL query with automatic pagination (configurable max records)
• salesforce_query_more — Fetch next batch using nextRecordsUrl
• salesforce_search — Execute a SOSL search

Object Metadata

• salesforce_describe_object — Get fields, relationships, and record types for an sObject
• salesforce_list_objects — List all sObjects in the org

CRUD Operations

• salesforce_get_record — Get a record by ID
• salesforce_create_record — Create a new record
• salesforce_update_record — Update an existing record
• salesforce_delete_record — Delete a record by ID

Reports & Dashboards

• salesforce_list_reports — List all reports
• salesforce_run_report — Execute a report by ID
• salesforce_describe_report — Get report metadata (columns, filters, groupings)
• salesforce_list_dashboards — List all dashboards
• salesforce_get_dashboard — Get dashboard component data and status

Tooling API

• salesforce_tooling_query — Query Apex classes, triggers, flows, validation rules, etc.
• salesforce_get_metadata_component — Retrieve full source of a metadata component
• salesforce_describe_tooling_object — Get fields for a Tooling API sObject

Apex Execution

• salesforce_execute_apex — Run anonymous Apex code

Org Info & REST

• salesforce_get_org_limits — View API call limits, storage usage, etc.
• salesforce_get_org_info — Org edition, instance, API version, user info
• salesforce_rest_api — Generic REST API call for any endpoint

License

MIT