Happy slice of mcp pizzaMCP.pizza

mcp-server-salesforce

MCP.Pizza Chef: SurajAdsul

The mcp-server-salesforce is an MCP server that connects Claude with Salesforce, enabling natural language queries and management of Salesforce data and metadata. It supports creating and modifying objects and fields, smart object search, detailed schema insights, flexible record queries, and data manipulation operations like insert, update, delete, and upsert. This server simplifies Salesforce interactions by allowing users to manage complex data workflows using everyday language.

Unmaintained · No commits in 18 months.

Use This MCP server To

Query Salesforce records using natural language filters Create and modify Salesforce custom objects and fields Perform complex data queries with relationship support Insert, update, delete, and upsert Salesforce records Search Salesforce objects by partial names Retrieve detailed schema and relationship information Enable natural language management of Salesforce data Cross-object search across multiple Salesforce entities

README

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.

Salesforce Server MCP server

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
  • Intuitive Error Handling: Clear feedback with Salesforce-specific error details

Installation

npm install -g @surajadsul02/mcp-server-salesforce

Setup

Salesforce Authentication

You can authenticate with Salesforce using one of two methods:

1. Username/Password Authentication
  1. Set up your Salesforce credentials
  2. Get your security token (Reset from Salesforce Settings)
  3. Configure the environment variables as shown in the configuration section

mcp-server-salesforce FAQ

How does mcp-server-salesforce handle authentication with Salesforce?
It uses Salesforce's standard OAuth or API token mechanisms to securely authenticate and authorize access.
Can mcp-server-salesforce modify Salesforce data or only read it?
It supports full CRUD operations including creating, reading, updating, and deleting Salesforce records and metadata.
Is mcp-server-salesforce limited to Claude or can it work with other LLMs?
While optimized for Claude, it can be adapted to work with other LLMs like OpenAI's GPT-4 and Anthropic's Claude with appropriate integration.
How does the server manage complex queries involving relationships?
It supports flexible queries with relationship traversal and complex filters to retrieve interconnected Salesforce data.
What kind of Salesforce metadata can be accessed or modified?
Users can manage custom objects, fields, and retrieve detailed schema and relationship metadata.
Does mcp-server-salesforce support bulk data operations?
Yes, it can handle batch inserts, updates, and deletes to efficiently manage large datasets.
How is data security ensured when using this MCP server?
It leverages Salesforce's secure API protocols and scopes access based on authenticated user permissions.
Can this server be used to automate Salesforce workflows via natural language?
Yes, it enables automation of data management tasks through conversational commands.