# Smithery Salesforce MCP Server
A Model Context Protocol (MCP) server for Salesforce operations, built with Smithery SDK. This server provides secure read and insert operations for Salesforce objects using API key authentication.
## Features
- **Salesforce Read**: Query and retrieve records from any Salesforce object
- **Salesforce Insert**: Insert single or multiple records into Salesforce objects
- **API Key Authentication**: Secure connection using Salesforce access tokens
- **Flexible Queries**: Support for both SOQL queries and simple filters
## Configuration
The server requires the following configuration parameters:
- `salesforceApiKey`: Your Salesforce Access Token
- `salesforceInstanceUrl`: Your Salesforce instance URL (e.g., https://yourdomain.my.salesforce.com)
- `apiVersion`: Salesforce API version (default: "59.0")
## Getting a Salesforce Access Token
### Option 1: OAuth Flow (Recommended)
1. Create a Connected App in Salesforce Setup
2. Use OAuth 2.0 flow to obtain an access token
3. Store the access token securely
### Option 2: Username-Password Flow (Development Only)
```bash
curl https://login.salesforce.com/services/oauth2/token \
-d "grant_type=password" \
-d "client_id=YOUR_CLIENT_ID" \
-d "client_secret=YOUR_CLIENT_SECRET" \
-d "username=YOUR_USERNAME" \
-d "password=YOUR_PASSWORD_AND_SECURITY_TOKEN"
```
## Available Tools
### 1. salesforce_read
Read records from Salesforce objects.
**Parameters:**
- `objectName` (required): Salesforce object name (e.g., Account, Contact, Lead)
- `query`: SOQL query or filter conditions
- `fields`: Array of fields to retrieve
- `limit`: Maximum number of records (default: 10)
**Examples:**
```json
{
"objectName": "Account",
"fields": ["Name", "Industry", "AnnualRevenue"],
"limit": 5
}
```
### 2. salesforce_insert
Insert records into Salesforce objects.
**Parameters:**
- `objectName` (required): Salesforce object name
- `records` (required): Array of records to insert
- `allOrNone`: If true, all inserts must succeed or all will be rolled back
**Examples:**
```json
{
"objectName": "Contact",
"records": [
{
"FirstName": "John",
"LastName": "Doe",
"Email": "john@example.com"
}
]
}
```
## Development
### Install Dependencies
```bash
npm install
```
### Run Development Server
```bash
npm run dev
```
This will start the server with hot-reload and create a tunnel for testing in the Smithery Playground.
### Build for Production
```bash
npm run build
```
## Deployment
1. Push to GitHub repository
2. Go to https://smithery.ai/new
3. Click "Deploy" and select your repository
4. Configure environment variables for production
## Testing in Claude Desktop
Add to your Claude Desktop configuration:
```json
{
"mcpServers": {
"salesforce": {
"command": "npx",
"args": [
"-y",
"smithery-salesforce",
"--salesforceApiKey", "YOUR_ACCESS_TOKEN",
"--salesforceInstanceUrl", "https://yourdomain.my.salesforce.com"
]
}
}
}
```
## Security Notes
- Never commit API keys to version control
- Use environment variables for production deployments
- Rotate access tokens regularly
- Use OAuth flows for production applications
- Implement IP restrictions in Salesforce for added security
## License
MIT
