Salesforce MCP Server

An MCP (Model Context Protocol) server that lets Claude query, create, update, and delete Salesforce records directly — using the Simple Salesforce Python package.

Quickstart

1. Install dependencies

pip3 install mcp simple-salesforce

2. Get your Salesforce credentials

See .env.example for the required variables. The server reads these from environment variables passed via the Claude config below.

3. Add to Claude Desktop

Edit ~/Library/Application Support/Claude/claude_desktop_config.json (macOS) or %APPDATA%\Claude\claude_desktop_config.json (Windows):

{
  "mcpServers": {
    "salesforce": {
      "command": "python3",
      "args": ["/absolute/path/to/salesforce-mcp-server/server.py"],
      "env": {
        "SF_USERNAME": "your.name@company.com",
        "SF_PASSWORD": "your-password",
        "SF_SECURITY_TOKEN": "your-token",
        "SF_DOMAIN": "your-org.my"
      }
    }
  }
}

Restart Claude Desktop. The Salesforce tools should appear in the tool picker.

3b. Add to Claude Code (alternative)

Add to ~/.claude.json or a project-level .mcp.json:

{
  "mcpServers": {
    "salesforce": {
      "command": "python3",
      "args": ["/absolute/path/to/salesforce-mcp-server/server.py"],
      "env": {
        "SF_USERNAME": "your.name@company.com",
        "SF_PASSWORD": "your-password",
        "SF_SECURITY_TOKEN": "your-token",
        "SF_DOMAIN": "your-org.my"
      }
    }
  }
}

Related MCP server: Salesforce MCP Server

Available Tools

Metadata

Query

Create / Update / Delete

Example prompts

Once connected, you can ask Claude things like:

• "How many Accounts do we have?"

• "Show me all Contacts created this month"

• "What fields does the Opportunity object have?"

• "Create a new Contact with name Jane Doe and email jane@example.com"

• "Find all Accounts in the Technology industry with revenue over 1M"

Troubleshooting

ModuleNotFoundError: No module named 'mcp' Run pip3 install mcp simple-salesforce (you may need --break-system-packages on macOS with Homebrew Python).

Authentication failed Double-check your security token — it resets whenever you change your password. Get a new one from Salesforce Settings > Reset My Security Token.

SF_DOMAIN format Use just the My Domain prefix without .salesforce.com. For https://mycompany.my.salesforce.com, use mycompany.my.