Enables interaction with Salesforce data through SOQL queries, SOSL searches, object metadata retrieval, record operations (create, read, update, delete), Tooling API requests, Apex REST requests, and direct REST API calls.
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-mcpshow me the top 10 opportunities 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: Alchemy 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_USERNAME": "YOUR_SALESFORCE_USERNAME",
"SALESFORCE_PASSWORD": "YOUR_SALESFORCE_PASSWORD",
"SALESFORCE_SECURITY_TOKEN": "YOUR_SALESFORCE_SECURITY_TOKEN"
}
}
}
}Replace YOUR_SALESFORCE_USERNAME, YOUR_SALESFORCE_PASSWORD, and YOUR_SALESFORCE_SECURITY_TOKEN with your Salesforce credentials.