Salesforce MCP Server
Provides natural language querying and data retrieval capabilities for Salesforce CRM, including tools for accessing accounts, contacts, opportunities, leads, activities, and running SOQL queries.
Click on "Install 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 Servershow me opportunities closing this month"
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
Salesforce MCP (Model Context Protocol) server based on Node.js / Express / TypeScript
You can query Salesforce data using natural language.
How to Run
Local Execution
# 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 startGenerate Sample Data
npm run seedAutomatically generates 7 accounts, contacts, opportunities, leads, and activity data.
Deployment (CloudType)
Create New Service → Connect GitHub → Select
alerundev/salesforce-mcp-serverSettings
Node v22
Build command:
npm run buildStart command:
npm start
Environment Variables
Key | Value |
|
|
| Salesforce login email |
| Salesforce password |
| Salesforce security token |
| Connected App consumer key |
| Connected App consumer secret |
| (Optional) When using Bearer token authentication |
MCP Connection URL
https://<배포된 도메인>/mcp
Authentication
Uses Bearer token authentication (enabled when environment variable TOKEN is set):
Authorization: Bearer your-tokenSupported Tools
Tool | Description |
| Retrieve list of accounts |
| Search accounts by keyword |
| Retrieve list of opportunities |
| Retrieve opportunities by stage (e.g., Closed Won, Prospecting) |
| Aggregate opportunities by stage (count + amount) |
| Retrieve list of contacts |
| Search contacts by name |
| Retrieve list of leads |
| Retrieve leads by status |
| Retrieve recent activities (Tasks) |
| Execute custom SOQL queries |
Natural Language Query Examples
"Show me the list of deals closing this month"
"What is the total value of opportunities in Closed Won status?"
"Find the contact for Samsung Electronics"
"Summarize opportunities by stage"
"Show me Hot status leads"
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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