The Salesforce MCP Server allows interaction with Salesforce via its REST API using jsforce, enabling:
Execute SOQL queries to retrieve data from Salesforce
Run Tooling API queries to interact with Salesforce development tools
Retrieve metadata about Salesforce objects with detailed descriptions
Manage metadata components for specific types like CustomObject, Flow, ApexClass, etc.
Create, update, and delete records in Salesforce
Secure authentication handling for safe API interactions
Real-time data access for up-to-date information
Allows interaction with Salesforce through its REST API using jsforce, including executing SOQL queries, retrieving object metadata, and creating, updating, and deleting records in Salesforce.
Salesforce MCP Server
A Model Context Protocol server implementation for interacting with Salesforce through its REST API using jsforce.
Installing via Smithery
To install Salesforce Server for Claude Desktop automatically via Smithery:
Features
- Execute SOQL queries
- Retrieve object metadata
- Create, update, and delete records
- Secure authentication handling
- Real-time data access
Setup
- Clone the repository
- Copy
.env.example
to.env
and fill in your Salesforce credentials - Install dependencies:
npm install
- Build:
npm run build
- Start:
npm start
Usage
The server exposes several functions:
query
Execute SOQL queries against your Salesforce instance:
describe-object
Get metadata about a Salesforce object:
create
Create a new record:
update
Update an existing record:
delete
Delete a record:
Running evals
The evals package loads an mcp client that then runs the index.ts file, so there is no need to rebuild between tests. You can load environment variables by prefixing the npx command. Full documentation can be found here.
Security
Make sure to:
- Keep your
.env
file secure and never commit it - Use IP restrictions in Salesforce when possible
- Regularly rotate your security token
- Consider implementing additional authentication for the MCP server
Contributing
Contributions are welcome! Please submit PRs with improvements.
Salesforce MCP Server
A Model Context Protocol server implementation for interacting with Salesforce through its REST API using jsforce.
Installing via Smithery
To install Salesforce Server for Claude Desktop automatically via Smithery:
Features
- Execute SOQL queries
- Retrieve object metadata
- Create, update, and delete records
- Secure authentication handling
- Real-time data access
Setup
- Clone the repository
- Copy
.env.example
to.env
and fill in your Salesforce credentials - Install dependencies:
npm install
- Build:
npm run build
- Start:
npm start
Usage
The server exposes several functions:
query
Execute SOQL queries against your Salesforce instance:
describe-object
Get metadata about a Salesforce object:
create
Create a new record:
update
Update an existing record:
delete
Delete a record:
Security
Make sure to:
- Keep your
.env
file secure and never commit it - Use IP restrictions in Salesforce when possible
- Regularly rotate your security token
- Consider implementing additional authentication for the MCP server
Contributing
Contributions are welcome! Please submit PRs with improvements.
License
MIT License
remote-capable server
The server can be hosted and run remotely because it primarily relies on remote services or has no dependency on the local environment.
A Model Context Protocol server implementation for interacting with Salesforce through its REST API.
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