Salesforce MCP Server
Enables AI agents to perform secure Salesforce Lead management operations including CRUD actions, status updates, and idempotent syncing. It features TRD-compliant audit logging and OAuth 2.0 authentication to ensure reliable CRM interactions.
README
Salesforce MCP Server
A TRD-compliant Salesforce CRM integration implemented as an MCP (Model Context Protocol) server.
It exposes Salesforce Lead operations as safe, deterministic tools for AI agents and workflows.
Features
- OAuth 2.0 (refresh-token flow)
- Lead CRUD operations
- Lead conversion via SOAP
- Idempotent lead sync
- Safe handling of disqualified leads
- Full audit logging (TRD requirement)
- Windows + PowerShell friendly
Environment Variables
Create a .env file:
SF_CLIENT_ID=your_client_id
SF_CLIENT_SECRET=your_client_secret
SF_REFRESH_TOKEN=your_refresh_token
SF_INSTANCE_URL=https://your-org.my.salesforce.com
SF_TOKEN_URL=https://login.salesforce.com/services/oauth2/token
SF_API_VERSION=v59.0
Run (PowerShell)
uv run python -m app.server
MCP Tools
- list_leads
- salesforce_get_lead
- salesforce_create_lead
- salesforce_update_lead
- salesforce_delete_lead
- salesforce_update_lead_status
- salesforce_sync_lead
Audit Logging
All tool calls are logged with:
- tool name
- inputs (sanitized)
- result & status
- timestamp
- correlation ID
Logs are written to: logs/audit.log
TRD Compliance
- OAuth refresh token flow
- Deterministic MCP tools
- Idempotent operations
- Safe lead conversion
- Full audit logging
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