Salesforce MCP Server — Headless 360

A Model Context Protocol server that exposes Salesforce as tools for any MCP client (Claude Desktop, VS Code, custom agents). Ask your AI "which accounts have stale opportunities?" and it queries your org directly — no login, no tab-switching.

What this demonstrates: the N×M integration problem MCP solves (N clients × M systems → N+M), tool design with least-privilege guardrails, and prompt templates as a first-class server capability.

Tools exposed

Plus an MCP prompt: account_health_review — a reusable analysis template clients can invoke by name.

Setup

pip install -r requirements.txt
cp .env.example .env   # add your credentials
mcp dev server.py      # inspector UI for local testing

Claude Desktop config

{
  "mcpServers": {
    "salesforce": {
      "command": "python",
      "args": ["C:/path/to/salesforce-mcp-server/server.py"],
      "env": {
        "SF_USERNAME": "you@example.com",
        "SF_PASSWORD": "...",
        "SF_SECURITY_TOKEN": "..."
      }
    }
  }
}

Security notes (the part that matters)

• Least privilege: one narrow write tool instead of generic DML — an AI that can "do anything" is an incident waiting to happen.
• SOQL guard: model-composed queries are validated before execution (tests/test_guard.py).
• Prompt injection: treat records' field values as untrusted input — a Contact Description saying "ignore previous instructions" must never steer the agent. Keep write tools narrow and confirm destructive intents client-side.
• Use a dedicated Integration User profile with minimal object permissions.

Tests

pytest -q   # guard tests run offline, no org needed