README.md•1.93 kB
# MCP Salesforce Connector
A Model Context Protocol (MCP) server implementation for Salesforce integration, allowing LLMs to interact with Salesforce data through SOQL queries and SOSL searches.
## Features
- Execute SOQL (Salesforce Object Query Language) queries
- Perform SOSL (Salesforce Object Search Language) searches
- Retrieve metadata for Salesforce objects, including field names, labels, and types
- Retrieve, create, update, and delete records
- Execute Tooling API requests
- Execute Apex REST requests
- Make direct REST API calls to Salesforce
## Configuration
### Model Context Protocol
To use this server with the Model Context Protocol, you need to configure it in your `claude_desktop_config.json` file. Add the following entry to the `mcpServers` section:
{
"mcpServers": {
"salesforce": {
"command": "uvx",
"args": [
"--from",
"mcp-salesforce-connector",
"salesforce"
],
"env": {
"SALESFORCE_ACCESS_TOKEN": "SALESFORCE_ACCESS_TOKEN",
"SALESFORCE_INSTANCE_URL": "SALESFORCE_INSTANCE_URL",
"SALESFORCE_DOMAIN": "SALESFORCE_DOMAIN"
}
}
}
}
**Note on Salesforce Authentication Methods**
This server supports two authentication methods:
- **OAuth (Recommended):** Set `SALESFORCE_ACCESS_TOKEN` and `SALESFORCE_INSTANCE_URL` as environment variables.
- **Username/Password (Legacy):** If `SALESFORCE_ACCESS_TOKEN` and `SALESFORCE_INSTANCE_URL` are not set, the server will fall back to using `SALESFORCE_USERNAME`, `SALESFORCE_PASSWORD`, and `SALESFORCE_SECURITY_TOKEN`.
**Environment Configuration**
- **`SALESFORCE_DOMAIN` (Optional):** Set to `test` to connect to a Salesforce sandbox environment. If not set or left empty, the server will connect to the production environment.