Salesforce MCP Server
Salesforce MCP 服务器
基于 Node.js / Express / TypeScript 的 Salesforce MCP (Model Context Protocol) 服务器
可以通过自然语言查询 Salesforce 数据。
运行方法
本地运行
# 환경변수 설정
cp .env.example .env
# .env 파일에 Salesforce 인증 정보 입력 후
npm install
npm run build
npm start
# 인증 토큰과 함께 실행
TOKEN=your_token npm start生成示例数据
npm run seed自动生成 7 个客户、联系人、商机、潜在客户和活动数据。
部署 (CloudType)
创建新服务 → 关联 GitHub → 选择
alerundev/salesforce-mcp-server设置
Node v22
构建命令:
npm run build启动命令:
npm start
设置环境变量
键 | 值 |
|
|
| Salesforce 登录邮箱 |
| Salesforce 密码 |
| Salesforce 安全令牌 |
| Connected App 消费者密钥 |
| Connected App 消费者机密 |
| (可选) 使用 Bearer 令牌认证时 |
MCP 连接地址
https://<배포된 도메인>/mcp
认证
使用 Bearer 令牌认证(设置环境变量 TOKEN 时激活):
Authorization: Bearer your-token支持的工具 (Tools)
工具 | 说明 |
| 查询客户列表 |
| 按关键字搜索客户 |
| 查询商机列表 |
| 按阶段查询商机 (Closed Won, Prospecting 等) |
| 按阶段汇总商机 (数量 + 金额) |
| 查询联系人列表 |
| 按姓名搜索联系人 |
| 查询潜在客户列表 |
| 按状态查询潜在客户 |
| 查询最近活动 (Task) |
| 直接执行 SOQL 查询 |
自然语言提问示例
"显示本月预计结束的交易列表"
"Closed Won 状态的商机总额是多少?"
"查找三星电子的联系人"
"按阶段汇总商机"
"显示 Hot 等级的潜在客户"
This server cannot be installed
Resources
Unclaimed servers have limited discoverability.
Looking for Admin?
If you are the server author, to access and configure the admin panel.
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