Salesforce MCP Integration

Salesforce MCP Integration

This project provides a Model Context Protocol (MCP) server for Salesforce integration, allowing you to execute SOQL queries, retrieve metadata, and interact with Salesforce data through a standardized interface.

Features

• Connect to Salesforce orgs using environment variables
• Execute SOQL queries against Salesforce data
• Retrieve and process Salesforce records and metadata
• List and manage Salesforce Flows
• Secure credential management using environment variables

Prerequisites

• Node.js (v14 or higher)
• npm (Node Package Manager)
• Salesforce org with API access
• Salesforce credentials (username and password)

Installation

1. Clone this repository:
   git clone <repository-url> cd <repository-directory>
2. Install dependencies:
   npm install
3. Create a .env file in the root directory with your Salesforce credentials and API version:
   SF_LOGIN_URL=https://your-instance.salesforce.com/ SF_USERNAME=your_username SF_PASSWORD=your_password SF_API_VERSION=58.0
   • For sandbox environments, use https://test.salesforce.com/ as the login URL.
   • The SF_API_VERSION variable controls the Salesforce API version used by the integration. Update it as needed for your org.

Usage

Starting the MCP Server

Run the server using Node.js:

The server will connect to Salesforce using the credentials in your .env file and start listening for MCP requests.

Executing SOQL Queries

Once the server is running, you can execute SOQL queries through the MCP interface. The server provides a soqlQuery tool that accepts SOQL queries and returns the results.

Example SOQL query:

Listing Salesforce Flows

You can list all the flows in your Salesforce org using the retrieveMetadata tool with the Flow metadata type. This will return all available flows and their metadata.

Configuring mcpServers in Cursor

To use this Salesforce MCP server with Cursor, add the following configuration to your mcp.json file in Cursor:

• Replace /absolute/path/to/your/project/root/server.js with the absolute path to your server.js file.
• Make sure the server is started from the correct directory so it can find the .env file and dependencies.

After adding this configuration to your mcp.json, you can connect to the Salesforce MCP server from within Cursor and use all the available tools.

Project Structure

• server.js - Main MCP server implementation and Salesforce connection setup
• tools.js - All MCP tool definitions (SOQL, metadata, flows, etc.)
• .env - Environment variables for Salesforce credentials and API version
• package.json - Project dependencies and scripts

Security Considerations

• Never commit your .env file to version control
• Add .env to your .gitignore file
• Use environment variables for all sensitive information
• Consider using a more secure authentication method for production environments

Troubleshooting

Connection Issues

If you encounter connection issues:

1. Verify your Salesforce credentials in the .env file
2. Check that your Salesforce org is accessible
3. Ensure your IP address is whitelisted in Salesforce (if required)
4. Verify that your Salesforce user has API access

Query Errors

If your SOQL queries fail:

1. Check the SOQL syntax
2. Verify that the objects and fields exist in your org
3. Ensure your user has permission to access the objects and fields

License

MIT License

Contributing

Contributions are welcome! Please feel free to submit a Pull Request.