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charley-forey

Salesforce Support MCP

Salesforce Support MCP

MCP UI app that renders an interactive support form and creates Salesforce Case records through the Salesforce REST API.

Transport (Streamable HTTP by default)

This server speaks MCP over Streamable HTTP on /mcp using @modelcontextprotocol/sdk’s StreamableHTTPServerTransport. That is the default when you run node dist/main.js, npm run start, npm run dev, or npm run serve (no --stdio flag).

  • Base URL: http://localhost:3001/mcp (override port with PORT in .env or the environment).

  • CORS: enabled so browser-based MCP hosts (for example MCP Apps basic-host) can call the endpoint.

Point any MCP client that supports Streamable HTTP at that URL. Example shape (exact keys depend on your client):

{
  "mcpServers": {
    "salesforce-support": {
      "url": "http://localhost:3001/mcp"
    }
  }
}

Stdio is optional: run with --stdio (see Alternative: stdio) for hosts that only support process-based transports.

Related MCP server: Salesforce MCP Server

Tools Exposed

  • open_support_form (model-visible): opens the iframe UI form.

  • get_support_form_options (app-only): loads Case picklist options (Priority, Type, Origin, Status).

  • submit_support_case (app-only): validates and submits Case data.

Scripts

  • npm run dev: watch UI bundle and run the MCP server (Streamable HTTP, default).

  • npm run build: build UI and compile server code.

  • npm run start: production build then run Streamable HTTP (node dist/main.js).

  • npm run serve / npm run serve:stdio: tsx watch variants (HTTP default; add --stdio for stdio).

  • npm run start:stdio: same as start but stdio transport (--stdio).

  • npm run check-auth: smoke-test auth strategy resolution.

Environment

Copy .env.example to .env and configure at least one auth strategy.

Auth fallback order:

  1. Static token (SF_ACCESS_TOKEN + SF_INSTANCE_URL)

  2. OAuth username/password (SF_CLIENT_ID, SF_CLIENT_SECRET, SF_USERNAME, SF_PASSWORD)

  3. Salesforce CLI (sf org display --json)

If none is configured, the form still opens but submitting fails with an auth error.

Local Verification (basic-host)

1) Build and start this MCP server

From the repository root:

npm install
npm run build
node dist/main.js

Expected log:

MCP server listening on http://localhost:3001/mcp

2) Start the MCP Apps basic host

From ext-apps-main/examples/basic-host:

npm install --ignore-scripts
npm run build
npx tsx serve.ts

Expected log:

Host server:    http://localhost:8080
Sandbox server: http://localhost:8081

3) Browser smoke test

  1. Open http://localhost:8080.

  2. Select the local MCP server endpoint (http://localhost:3001/mcp).

  3. Select tool open_support_form.

  4. Click Call Tool.

  5. Confirm form title appears: Submit Salesforce Support Request.

  6. Fill required fields (Subject, Description) and click Submit Support Case.

  7. Verify success banner with CaseNumber or Case Id.

Current Validation Notes

  • UI rendering path is verified (host connects, tool renders iframe form).

  • If Salesforce auth is not configured, submit path returns a clear runtime error message.

  • Server-side validation maps Salesforce/API errors back to field-level UI errors where possible.

Alternative: stdio for desktop hosts

If your MCP host only supports stdio, build once then run Node with --stdio:

{
  "mcpServers": {
    "salesforce-support": {
      "command": "node",
      "args": ["<ABSOLUTE_PATH_TO_REPO>/dist/main.js", "--stdio"]
    }
  }
}
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