Which integrations are available for this server?

Allows LLMs to interact with Salesforce data through SOQL queries, SOSL searches, and provides tools for retrieving metadata, managing records (create, read, update, delete), executing Tooling API requests, running Apex REST requests, and making direct REST API calls to Salesforce.

How do I use MCP Salesforce Connector?

1. Click on "Install Server". 2. Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state. 3. In the chat, type @ followed by the MCP server name and your instructions, e.g., "@MCP Salesforce Connector show me the top 5 accounts by revenue this quarter" That's it! The server will respond to your query, and you can continue using it as needed. Here is a step-by-step guide with screenshots.

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

Related MCP server: Logseq MCP Server

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",
            }
        }
    }
}

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.