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MCP Salesforce Connector

by smn2gnt
README.md1.93 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.

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