Salesforce MCP Server
Provides tools for retrieving Accounts, searching Contacts, listing Opportunities, creating Leads, and updating Cases in Salesforce.
Click on "Deploy Server".
Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.
In the chat, type
@followed by the MCP server name and your instructions, e.g., "@Salesforce MCP ServerSearch for contacts with the last name Smith"
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.
Salesforce MCP Server
An MCP server that exposes Salesforce operations as tools over stdio, so any MCP client can query and modify Salesforce data.
Tools
Tool | Purpose |
| Retrieve an Account by id |
| Search Contacts by name / email / account |
| List Opportunities, filter by account and/or stage |
| Create a new Lead |
| Update fields on an existing Case |
Related MCP server: Salesforce MCP Server
Setup
Install and build:
npm install npm run buildCreate a Salesforce Connected App and enable the OAuth 2.0 Client Credentials flow (see
.env.examplefor the exact steps).Copy
.env.exampleto.envand fill in your credentials.Run:
npm start # runs dist/index.js # or during development: npm run dev
Using with an MCP client (e.g. Claude Desktop)
Add to your client's MCP config:
{
"mcpServers": {
"salesforce": {
"command": "node",
"args": ["/absolute/path/to/salesforce-mcp/dist/index.js"],
"env": {
"SF_LOGIN_URL": "https://login.salesforce.com",
"SF_CLIENT_ID": "your_consumer_key",
"SF_CLIENT_SECRET": "your_consumer_secret"
}
}
}
}Notes
The client caches the OAuth token and auto-refreshes on 401.
SOQL string inputs are escaped, but treat this as a starting point — add field-level and object-level permission checks appropriate to your org.
To target a sandbox, set
SF_LOGIN_URL=https://test.salesforce.com.
This server cannot be deployed
Maintenance
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