# Salesforce Basic MCP Server
A simple Model Context Protocol (MCP) server that provides AI assistants with tools to query Salesforce data.
## Features
- ✅ Get Account by ID
- ✅ Search Accounts by name
- ✅ Get recent Opportunities
## Setup
### 1. Install Dependencies
```bash
# Install uv (if not already installed)
curl -LsSf https://astral.sh/uv/install. sh | sh
# Create and activate virtual environment
uv venv
source .venv/bin/activate # Mac/Linux
# OR
. venv\Scripts\activate # Windows
# Install dependencies
uv add "mcp[cli]" simple-salesforce python-dotenv
```
### 2. Configure Salesforce Credentials
Create a `.env` file in the project root:
```env
SF_USERNAME=your@salesforce.email.com
SF_PASSWORD=yourpassword
SF_SECURITY_TOKEN=yoursecuritytoken
SF_DOMAIN=login # or 'test' for sandbox
```
**How to get your Security Token:**
1. Log into Salesforce
2. Click your profile icon → Settings
3. On the left sidebar: Personal → Reset My Security Token
4. Check your email for the token
### 3. Run the Server
```bash
python server.py
```
### 4. Test with MCP Inspector
```bash
npx @modelcontextprotocol/inspector python server.py
```
## Available Tools
### `get_account`
Get a Salesforce Account by ID.
**Parameters:**
- `account_id` (string): The Salesforce Account ID
**Example:**
```json
{
"account_id": "001XXXXXXXXXXXXXXX"
}
```
### `search_accounts`
Search for Accounts by name.
**Parameters:**
- `name` (string): The account name to search for
**Example:**
```json
{
"name": "Acme"
}
```
### `get_recent_opportunities`
Get the most recent Opportunities.
**Parameters:**
- `limit` (integer, optional): Number to return (default: 5, max: 20)
**Example:**
```json
{
"limit": 10
}
```
## Connect to Claude Desktop
Add to your Claude Desktop config file:
**Mac:** `~/Library/Application Support/Claude/claude_desktop_config.json`
**Windows:** `%APPDATA%\Claude\claude_desktop_config. json`
```json
{
"mcpServers": {
"salesforce-basic": {
"command": "python",
"args": ["/absolute/path/to/salesforce-mcp-basic/server.py"],
"env": {
"SF_USERNAME": "your@email.com",
"SF_PASSWORD": "yourpassword",
"SF_SECURITY_TOKEN": "yourtoken",
"SF_DOMAIN": "login"
}
}
}
}
```
## Security Notes
⚠️ **Never commit `.env` to git!**
- The `.gitignore` file is configured to exclude it
- Use environment variables in production
## Troubleshooting
### "Authentication Failed"
- Double-check username, password, and security token
- Verify your IP is not blocked in Salesforce
- For sandboxes, use `SF_DOMAIN=test`
### "Module not found"
- Make sure virtual environment is activated
- Run `uv add "mcp[cli]" simple-salesforce python-dotenv`
## Next Steps
- Add more Salesforce objects (Contacts, Cases, etc.)
- Implement create/update operations
- Add error logging
- Add data validation
