Salesforce MCP Server

# Salesforce MCP Server A TRD-compliant Salesforce CRM integration implemented as an MCP (Model Context Protocol) server. It exposes Salesforce Lead operations as safe, deterministic tools for AI agents and workflows. ## Features - OAuth 2.0 (refresh-token flow) - Lead CRUD operations - Lead conversion via SOAP - Idempotent lead sync - Safe handling of disqualified leads - Full audit logging (TRD requirement) - Windows + PowerShell friendly ## Environment Variables Create a `.env` file: SF_CLIENT_ID=your_client_id SF_CLIENT_SECRET=your_client_secret SF_REFRESH_TOKEN=your_refresh_token SF_INSTANCE_URL=https://your-org.my.salesforce.com SF_TOKEN_URL=https://login.salesforce.com/services/oauth2/token SF_API_VERSION=v59.0 ## Run (PowerShell) uv run python -m app.server ## MCP Tools - list_leads - salesforce_get_lead - salesforce_create_lead - salesforce_update_lead - salesforce_delete_lead - salesforce_update_lead_status - salesforce_sync_lead ## Audit Logging All tool calls are logged with: - tool name - inputs (sanitized) - result & status - timestamp - correlation ID Logs are written to: logs/audit.log ## TRD Compliance - OAuth refresh token flow - Deterministic MCP tools - Idempotent operations - Safe lead conversion - Full audit logging