Salesforce MCP Server

SF MCP Server

An MCP (Model Context Protocol) server implementation that integrates Claude/VS Code with Salesforce, enabling natural language interactions with your Salesforce data and metadata. This server allows Claude to query, modify, and manage your Salesforce objects and records using everyday language.

Features

Smart Object Search: Find Salesforce objects using partial name matches
Detailed Schema Information: Get comprehensive field and relationship details for any object
Flexible Data Queries: Query records with relationship support and complex filters
Picklist Value Retrieval: Get all values for any picklist field
Field Type Filtering: Find fields of specific types across objects
Relationship Exploration: Analyze parent-child relationships between objects
Enhanced API Metadata: Access complete object metadata through direct API calls
Debug Log Management: Configure and retrieve debug logs for Salesforce users
Validation Rules Management: Get details about validation rules on objects

Installation

From PyPI

pip install sf-mcp-server

From Source

git clone https://github.com/savidev1987/sf-mcp-server.git
cd sf-mcp-server
pip install -e .

Prerequisites

You will need Salesforce OAuth2 credentials:

For OAuth 2.0 Client Credentials Flow: Client ID, Client Secret, and Instance URL

Environment Variables

Set the following environment variables:

export SALESFORCE_CLIENT_ID="your_client_id"
export SALESFORCE_CLIENT_SECRET="your_client_secret"
export SALESFORCE_USERNAME="your_username"
export SALESFORCE_PASSWORD="your_password"

Usage

Running the Server

sf-mcp-server

Usage with VS Code

Add the following to your VS Code User Settings (JSON) or .vscode/mcp.json:

{
  "mcp": {
    "servers": {
      "sf": {
        "command": "sf-mcp-server",
        "env": {
          "SALESFORCE_CLIENT_ID": "your_client_id",
          "SALESFORCE_CLIENT_SECRET": "your_client_secret",
          "SALESFORCE_USERNAME": "your_username",
          "SALESFORCE_PASSWORD": "your_password"
        }
      }
    }
  }
}

Usage with Claude Desktop

Add the following to your claude_desktop_config.json:

{
  "mcpServers": {
    "sf": {
      "command": "sf-mcp-server",
      "env": {
        "SALESFORCE_CLIENT_ID": "your_client_id",
        "SALESFORCE_CLIENT_SECRET": "your_client_secret",
        "SALESFORCE_USERNAME": "your_username",
        "SALESFORCE_PASSWORD": "your_password"
      }
    }
  }
}

Tools

Tool Name	Description	Parameters
search_objects	Search for standard and custom objects by partial name matches	`query`: The search string for object names
describe_object	Get detailed schema information for a Salesforce object	`objectName`: The API name of the object
describe_object_with_api	Get extended object metadata using direct REST API calls	`objectName`: The API name of the object, `raw`: (Optional) Return raw JSON
describe_relationship_fields	Explore parent-child relationships between objects	`objectName`: The API name of the object
query_records	Query records with support for relationships and filters	`object`: Object to query, `fields`: Fields to return, `where`: (Optional) WHERE conditions, `limit`: (Optional) Number of records to return
get_fields_by_type	Find fields of specific data types in an object	`objectName`: The API name of the object, `fieldType`: Data type to filter by
get_picklist_values	Retrieve all values for a picklist field	`objectName`: The API name of the object, `fieldName`: The picklist field name
get_validation_rules	Get details about validation rules on an object	`objectName`: The API name of the object
manage_debug_logs	Configure and retrieve debug logs for users	`action`: Action to perform (enable, disable, retrieve), `userId`: User ID, `logLevel`: (Optional) Debug log level

Development

Project Structure

sf_mcp_server/
├── __init__.py           # Package initialization
├── server.py             # MCP server implementation
├── sf_connection.py      # Salesforce authentication
└── tools/
    ├── __init__.py       # Tools package initialization
    ├── search_objects.py # Object search functionality
    ├── describe_object.py # Object schema retrieval
    ├── query_records.py  # SOQL query functionality
    └── ...               # Other tool modules

Building and Publishing

Build the package:
python -m build
Upload to PyPI:
python -m twine upload dist/*

Adding New Tools

Create a new Python file in the tools directory
Implement your function with proper docstrings and error handling
Import and register the function in the MCP server

Contributing

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

License

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

Issues and Support

If you encounter any issues or need support, please file an issue on the GitHub repository.

This server cannot be installed

security - not tested

license - permissive license

quality - not tested

How are these scores calculated?

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.

An MCP server implementation that integrates Claude/VS Code with Salesforce, enabling natural language interactions with your Salesforce data and metadata.

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