Enables querying, modifying, and managing Salesforce objects and records. Provides tools for searching objects, retrieving schema information, executing complex data queries, exploring relationships between objects, accessing picklist values, filtering field types, retrieving validation rules, and managing debug logs.
Click on "Install Server".
Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.
In the chat, type
@followed by the MCP server name and your instructions, e.g., "@Salesforce MCP Servershow me the schema for the Account object"
That's it! The server will respond to your query, and you can continue using it as needed.
Here is a step-by-step guide with screenshots.
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
Related MCP server: Salesforce MCP Server
Installation
From PyPI
From Source
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:
Usage
Running the Server
Usage with VS Code
Add the following to your VS Code User Settings (JSON) or .vscode/mcp.json:
Usage with Claude Desktop
Add the following to your claude_desktop_config.json:
Tools
Tool Name | Description | Parameters |
search_objects | Search for standard and custom objects by partial name matches |
|
describe_object | Get detailed schema information for a Salesforce object |
|
describe_object_with_api | Get extended object metadata using direct REST API calls |
|
describe_relationship_fields | Explore parent-child relationships between objects |
|
query_records | Query records with support for relationships and filters |
|
get_fields_by_type | Find fields of specific data types in an object |
|
get_picklist_values | Retrieve all values for a picklist field |
|
get_validation_rules | Get details about validation rules on an object |
|
manage_debug_logs | Configure and retrieve debug logs for users |
|
Development
Project Structure
Building and Publishing
Build the package:
python -m buildUpload to PyPI:
python -m twine upload dist/*
Adding New Tools
Create a new Python file in the
toolsdirectoryImplement 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.