Salesforce MCP Server

An MCP (Model Context Protocol) server that lets Claude query, create, update, and delete Salesforce records directly — using the Simple Salesforce Python package.

Quickstart

1. Install dependencies

pip3 install mcp simple-salesforce

2. Get your Salesforce credentials

See .env.example for the required variables. The server reads these from environment variables passed via the Claude config below.

Variable	Where to find it
SF_USERNAME	Your Salesforce login email
SF_PASSWORD	Your Salesforce password
SF_SECURITY_TOKEN	Salesforce > Settings > Reset My Security Token (docs)
SF_DOMAIN	Your My Domain prefix, e.g. mycompany.my (from your Salesforce URL https://mycompany.my.salesforce.com)

3. Add to Claude Desktop

Edit ~/Library/Application Support/Claude/claude_desktop_config.json (macOS) or %APPDATA%\Claude\claude_desktop_config.json (Windows):

{
  "mcpServers": {
    "salesforce": {
      "command": "python3",
      "args": ["/absolute/path/to/salesforce-mcp-server/server.py"],
      "env": {
        "SF_USERNAME": "your.name@company.com",
        "SF_PASSWORD": "your-password",
        "SF_SECURITY_TOKEN": "your-token",
        "SF_DOMAIN": "your-org.my"
      }
    }
  }
}

Restart Claude Desktop. The Salesforce tools should appear in the tool picker.

3b. Add to Claude Code (alternative)

Add to ~/.claude.json or a project-level .mcp.json:

{
  "mcpServers": {
    "salesforce": {
      "command": "python3",
      "args": ["/absolute/path/to/salesforce-mcp-server/server.py"],
      "env": {
        "SF_USERNAME": "your.name@company.com",
        "SF_PASSWORD": "your-password",
        "SF_SECURITY_TOKEN": "your-token",
        "SF_DOMAIN": "your-org.my"
      }
    }
  }
}

Available Tools

Metadata

Tool	Parameters	Description
sf_list_objects	—	List all queryable objects in the org
sf_describe_object	object_name	Get all fields, types, and labels for an object

Query

Tool	Parameters	Description
sf_query	soql	Run a SOQL query (up to 2000 records)
sf_query_all	soql	Run a SOQL query with auto-pagination (up to 10k records)
sf_search	sosl	Run a SOSL search across multiple objects
sf_count	object_name, where_clause (optional)	Quick record count

Create / Update / Delete

Tool	Parameters	Description
sf_create_record	object_name, data (JSON string)	Create a new record
sf_update_record	object_name, record_id, data (JSON string)	Update a record
sf_delete_record	object_name, record_id	Delete a record
sf_upsert_record	object_name, external_id_field, external_id, data (JSON string)	Upsert by external ID

Example prompts

Once connected, you can ask Claude things like:

• "How many Accounts do we have?"
• "Show me all Contacts created this month"
• "What fields does the Opportunity object have?"
• "Create a new Contact with name Jane Doe and email jane@example.com"
• "Find all Accounts in the Technology industry with revenue over 1M"

Troubleshooting

ModuleNotFoundError: No module named 'mcp' Run pip3 install mcp simple-salesforce (you may need --break-system-packages on macOS with Homebrew Python).

Authentication failed Double-check your security token — it resets whenever you change your password. Get a new one from Salesforce Settings > Reset My Security Token.

SF_DOMAIN format Use just the My Domain prefix without .salesforce.com. For https://mycompany.my.salesforce.com, use mycompany.my.