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Salesforce MCP

MIT License
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Salesforce MCP Connector 🚀

Must read - This is not an official Salesforce repository.

Welcome to the Salesforce Model Context Protocol server! This MCP allows you to interact with your Salesforce data and metadata using natural language.

Whether you're a business user, developer, or administrator, you can now chat with your Salesforce org to: Get insights, Manage data, Configure the platform, create objects, fields, flows.. delete them, automate tasks and many more.

Quick Start ⚡

https://github.com/user-attachments/assets/60c8a448-c953-4399-99b3-7c3a1c976aa7

  1. Visit salesforce-mcp.com
  2. Click "Connect to Salesforce" and authenticate with your org
  3. Start chatting with your Salesforce data right away, be aware that its not an official Salesforce product!
  1. Follow the configuration steps below
  2. Set up your environment variables
  3. Use with your preferred MCP-compatible AI assistant

What You Can Do? ✨

Work with your data

  1. Ask Questions About Your Data 🔍
    • Get insights about your Salesforce records
    • Example: "Show me all accounts created in the last 30 days with their names and annual revenue"
    • The AI will automatically translate this into the appropriate Salesforce query
  2. Search Across Your Org 🔎
    • Find information across all your Salesforce records
    • Example: "Find all records containing 'Acme' in any field"
    • Works like a powerful search engine for your Salesforce data
  3. Understand Your Data Structure 📊
    • Explore available fields and objects
    • Example: "What fields are available on the Account object?"
    • Get a clear view of your data model
  4. Manage Your Records 📝
    • Create, update, and delete records with natural language
    • Examples:
      • "Create a new Account named 'Acme Corp' with industry 'Technology'"
      • "Update the phone number of Account 001xx000003DIloAAG to '555-0123'"
      • "Delete the Account with ID 001xx000003DIloAAG"
      • "Create a new user"...

Work with your Metadata

  1. Create objects and fields 🛠️
    • Access and manage your Salesforce Object Manager
    • Example: "Create a new custom object named "Contract with 3 fields: Name, Id and type"
    • Perfect for developers and administrators
  2. Delete objects fields 🔌
    • Interact with your custom Salesforce objects
    • Example: "Delete the field type from the Contract object"
    • Seamlessly integrate with your existing solutions
  3. Create custom tabs and apps ⚙️
    • Connect to any Salesforce API endpoint
    • Example: "Get the describe information for the Account object"
    • Unlock the full power of the Salesforce platform
  4. In Progress: Expanding Capabilities 🚀
    • We’re actively working on powerful new features to further streamline your Salesforce experience, including:
      1. Flow automation and orchestration
      2. Page Layouts
      3. Validation rules
      4. Reports and Dashboards
      5. Simplified deployments
      6. And many more...

Configuration ⚙️

For Local Installation

First install the server. To do that execute the follwing commands:

git clone https://github.com/salesforce-mcp/salesforce-mcp.git cd salesforce-mcp uv venv uv pip install -e .

Then, to use this connector locally, you'll need to configure it in your claude_desktop_config.json file. Add the following to the mcpServers section:

{ "mcpServers": { "salesforce": { "command": "uv", "args": [ "--directory", "[REPO_CLONE_PATH]/salesforce-mcp/src", "run", "server.py" ], "env": { "USERNAME": "YOUR_SALESFORCE_USERNAME", "PASSWORD": "YOUR_SALESFORCE_PASSWORD", "SECURITY_TOKEN": "YOUR_SALESFORCE_SECURITY_TOKEN" } } }

Make sure to point to the local directory where the repo has been cloned and change that value for the REPO_CLONE_PATH

Replace the placeholder values with your Salesforce credentials:

  • YOUR_SALESFORCE_USERNAME: Your Salesforce username
  • YOUR_SALESFORCE_PASSWORD: Your Salesforce password
  • YOUR_SALESFORCE_SECURITY_TOKEN: Your Salesforce security token

Supported functions 📥

Supported Salesforce functions

Tool NameDescriptionRequired Input FieldsActive
create_objectCreate a new object in Salesforcename, plural_name, api_name
create_object_with_fieldsCreate a new object in Salesforce with fieldsname, plural_name, api_name, fields
create_custom_fieldAdd one or more fields in the specified custom objectname, plural_name, api_name, fields
delete_object_fieldsDelete fields in a Salesforce custom objectapi_name, fields
create_tabCreates a new Custom Tab in Salesforce (Custom Object, VF Page, or Web)tab_api_name, label, motif, tab_type
create_custom_appCreates a new Lightning Custom Applicationapi_name, label, tabs
create_report_folderCreates a new Report Folder in Salesforcefolder_api_name, folder_label
create_dashboard_folderCreates a new Dashboard Folder in Salesforcefolder_api_name, folder_label
run_soql_queryExecutes a SOQL query against Salesforcequery
run_sosl_searchExecutes a SOSL search against Salesforcesearch
get_object_fieldsRetrieves detailed information about the fields of a Salesforce objectobject_name
create_recordCreates a new record for a specified objectobject_name, data
update_recordUpdates an existing record specified by its IDobject_name, record_id, data
delete_recordDeletes a record specified by its IDobject_name, record_id

Coming soon

Coming soon

Tool NameDescriptionRequired Input Fields (typical)Ready
create_validation_ruleCreates a new Validation Rule on a specific objectobject_name, rule_name, error_condition_formula, error_message
create_custom_metadata_typeCreates a new Custom Metadata Typeapi_name, label, plural_name, fields
create_reportCreates or updates a Salesforce reportreport_name, folder_name, report_type, columns
create_dashboardCreates a new Dashboard in Salesforcedashboard_name, folder_name, components
create_report_typeCreates a new Custom Report Typedeveloper_name, label, description, base_object, category, deployed
describe_object_with_apiDescribes a full Salesforce objectapi_name
describe_relationship_fieldsDetailed info about all relationship fields for an object
manage_debug_logsManage debug logs for Salesforce users - enable, disable, or retrieve logs

Security Note 🔒

Your Salesforce credentials are stored securely and are only used to establish the connection to your org. We never store or share your credentials with third parties.

Contributing 👋

Thanks for being here! Whether you’re fixing a bug, adding a feature, or improving documentation — your help makes a big difference.

Here’s how to get started:

  1. Check out our Contributing Guidelines
  2. Take a look at the open Issues
  3. Fork the repo and create your branch
  4. Open a pull request when you’re ready

We appreciate your support and look forward to collaborating! 🚀

Support 💬

Need help? Visit our documentation or contact our support team at support@salesforce-mcp.com or in our Discord channel

License 📄

This project is licensed under the MIT License - see the LICENSE file for details.

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