Skip to main content
Glama
AethereusRiyaAgrawal

Salesforce Copilot MCP

by AethereusRiyaAgrawal
OverviewSchemaSourceRelated ServersDiscussionsAdmin
TypeScript
Remote

Salesforce MCP for Microsoft 365 Copilot

This project hosts a remote MCP server for Microsoft 365 Copilot and Teams scenarios. It preserves the existing Salesforce toolset and Salesforce OAuth flow, but removes the Claude-specific OAuth broker and replaces it with Microsoft identity on Azure App Service.

Exposed tools

  • query_salesforce

  • describe_object

  • get_pipeline_summary

  • list_recent_activity

  • detect_anomalies

  • get_schema_context

Related MCP server: MCP Salesforce Lite

Runtime architecture

Microsoft 365 Copilot / Teams -> Federated connector -> Azure App Service hosted MCP server -> Salesforce REST APIs

Authentication model

  1. Microsoft identity is supplied to the app by Azure App Service Authentication.

  2. The app resolves the signed-in Microsoft user from App Service headers.

  3. That user starts Salesforce sign-in at /auth/salesforce/start.

  4. Salesforce OAuth tokens are stored per Microsoft user session.

  5. MCP requests on /mcp execute with that user's Salesforce session.

Key endpoints

  • GET /health

  • GET /auth/status

  • GET /auth/salesforce/start

  • GET /auth/salesforce/callback

  • GET /auth/salesforce/disconnect

  • POST /mcp

  • GET /sse

  • POST /message

Local development

  1. Copy .env.example to .env.

  2. Fill in Salesforce values.

  3. For local testing only, set DEV_BYPASS_USER_ID and optionally the other DEV_BYPASS_* values.

  4. Run npm install.

  5. Run npm run build and npm start.

  6. Open http://localhost:3000/auth/salesforce/start to connect Salesforce.

Azure deployment

See AZURE-DEPLOYMENT.md for the Azure App Service and Microsoft 365 Copilot setup.

This server cannot be deployed

One endpoint for every MCP toolRayrun runs every MCP server behind one URL and holds the credentials. Each call is decided per client, tool, and argument, then recorded.ray.runAd

Maintenance

ActivityInactive
ResponsivenessNo issues

Resources

Related MCP Connectors

Related MCP Servers

  • M365 Copilot MCP Server

    chenxizhang
    A
    license
    Not graded
    quality
    C
    maintenance
    Integrates with Microsoft 365 Copilot APIs to enable retrieval of content from SharePoint and OneDrive, document search across M365, and conversational AI interactions with your Microsoft 365 data while respecting access permissions.
    15 npm
    19
    MIT

  • MCP Salesforce Lite

    luvl
    A
    license
    A
    quality
    D
    maintenance
    Enables AI assistants to securely interact with Salesforce CRM data through SOQL queries, CRUD operations, and metadata exploration. Supports connecting to Salesforce objects like Accounts, Contacts, and Opportunities via OAuth 2.0 authentication.
    8
    2
    MIT

  • MCP Salesforce Server

    AiondaDotCom
    A
    license
    A
    quality
    C
    maintenance
    Enables AI assistants to interact with Salesforce through a secure interface for performing CRUD operations, executing SOQL queries, and managing schema discovery. It features a smart learning system that analyzes custom objects and fields to provide intelligent assistance tailored to specific Salesforce configurations.
    14
    50 npm
    17
    BSD 2-Clause "Simplified"

  • Salesforce MCP Server

    advancedcommunities
    A
    license
    Not graded
    quality
    C
    maintenance
    Enables AI assistants to interact with Salesforce organizations, allowing them to execute Apex code, query data, describe objects, and manage org connections through natural language.
    325 npm
    31
    MIT