salesforce-mcp
Provides tools to interact with Salesforce orgs, enabling SOQL/SOSL queries, CRUD operations on records, metadata exploration, report and dashboard access, Tooling API queries, and Apex execution.
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-mcpshow me the top 10 accounts by revenue"
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
A Model Context Protocol server that connects AI assistants to Salesforce orgs. Enables querying, searching, creating, updating, and managing Salesforce data through natural language via any MCP-compatible client.
Setup
Prerequisites
Node.js 18+
A Salesforce org with API access
Installation
npm installConfiguration
Copy the example env file and fill in your Salesforce credentials:
cp .env.example .envVariable | Required | Default | Description |
| Yes | — | Salesforce username |
| Yes | — | Salesforce password |
| No |
| Security token (appended to password) |
| No |
| Login URL (use |
Build & Run
npm run build
npm startRelated MCP server: MCP Salesforce Connector
MCP Client Configuration
Add to your MCP client config (e.g. Claude Desktop claude_desktop_config.json):
{
"mcpServers": {
"salesforce": {
"command": "node",
"args": ["/absolute/path/to/salesforce_mcp/dist/index.js"],
"env": {
"SF_USERNAME": "your_username",
"SF_PASSWORD": "your_password",
"SF_SECURITY_TOKEN": "your_token",
"SF_LOGIN_URL": "https://login.salesforce.com"
}
}
}
}Available Tools
Query & Search
salesforce_query — Execute a SOQL query (first batch, up to 2000 records)
salesforce_query_all — SOQL query with automatic pagination (configurable max records)
salesforce_query_more — Fetch next batch using
nextRecordsUrlsalesforce_search — Execute a SOSL search
Object Metadata
salesforce_describe_object — Get fields, relationships, and record types for an sObject
salesforce_list_objects — List all sObjects in the org
CRUD Operations
salesforce_get_record — Get a record by ID
salesforce_create_record — Create a new record
salesforce_update_record — Update an existing record
salesforce_delete_record — Delete a record by ID
Reports & Dashboards
salesforce_list_reports — List all reports
salesforce_run_report — Execute a report by ID
salesforce_describe_report — Get report metadata (columns, filters, groupings)
salesforce_list_dashboards — List all dashboards
salesforce_get_dashboard — Get dashboard component data and status
Tooling API
salesforce_tooling_query — Query Apex classes, triggers, flows, validation rules, etc.
salesforce_get_metadata_component — Retrieve full source of a metadata component
salesforce_describe_tooling_object — Get fields for a Tooling API sObject
Apex Execution
salesforce_execute_apex — Run anonymous Apex code
Org Info & REST
salesforce_get_org_limits — View API call limits, storage usage, etc.
salesforce_get_org_info — Org edition, instance, API version, user info
salesforce_rest_api — Generic REST API call for any endpoint
License
MIT
This server cannot be deployed
Maintenance
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