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Salesforce MCP Server

by usama-dtc
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TypeScript
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Salesforce MCP 服务器

一个 MCP（模型上下文协议）服务器实现，将 Claude 与 Salesforce 集成，从而实现与 Salesforce 数据和元数据的自然语言交互。此服务器允许 Claude 使用日常语言查询、修改和管理您的 Salesforce 对象和记录。

特征

  • 对象和字段管理：使用自然语言创建和修改自定义对象和字段

  • 智能对象搜索：使用部分名称匹配查找 Salesforce 对象

  • 详细架构信息：获取任何对象的全面字段和关系详细信息

  • 灵活的数据查询：使用关系支持和复杂过滤器查询记录

  • 数据操作：轻松插入、更新、删除和插入记录

  • 跨对象搜索：使用 SOSL 跨多个对象进行搜索

  • 直观的错误处理：使用 Salesforce 特定的错误详细信息提供清晰的反馈

Related MCP server: Salesforce MCP Server

安装

npm install -g @surajadsul02/mcp-server-salesforce

设置

Salesforce 身份验证

您可以使用以下两种方法之一向 Salesforce 进行身份验证：

1.用户名/密码验证

  1. 设置您的 Salesforce 凭据

  2. 获取您的安全令牌（从 Salesforce 设置重置）

  3. 按照配置部分所示配置环境变量

2. 使用消费者密钥/秘密进行 OAuth2 身份验证

  1. 在 Salesforce 中设置连接的应用程序

  2. 获取消费者密钥和消费者秘密

  3. 按照配置部分所示配置环境变量

IDE 集成

光标 IDE 设置

  1. 全局安装包：

npm install -g @surajadsul02/mcp-server-salesforce

  1. 在 Cursor IDE .cursor/mcp.json中配置 MCP 服务器：

使用 env 命令
{
  "mcpServers": {
    "salesforce": {
      "command": "env",
      "args": [
        "SALESFORCE_USERNAME=your.actual.email@example.com",
        "SALESFORCE_PASSWORD=YourActualPassword123",
        "SALESFORCE_TOKEN=YourActualSecurityToken123",
        "SALESFORCE_INSTANCE_URL=https://login.salesforce.com",
        "npx",
        "-y",
        "@surajadsul02/mcp-server-salesforce"
      ]
    }
  }
}
用于 Cursor 中的 OAuth2 身份验证
{
  "mcpServers": {
    "salesforce": {
      "command": "env",
      "args": [
        "SALESFORCE_USERNAME=your.actual.email@example.com",
        "SALESFORCE_PASSWORD=YourActualPassword123",
        "SALESFORCE_TOKEN=YourActualSecurityToken123",
        "SALESFORCE_INSTANCE_URL=https://login.salesforce.com",
        "SALESFORCE_CONSUMER_KEY=YourConsumerKey",
        "SALESFORCE_CONSUMER_SECRET=YourConsumerSecret",
        "npx",
        "-y",
        "@surajadsul02/mcp-server-salesforce"
      ]
    }
  }
}

Claude 桌面设置

  1. 全局安装包（如果尚未安装）：

npm install -g @surajadsul02/mcp-server-salesforce

  1. 添加到您的claude_desktop_config.json ：

用于用户名/密码验证
{
  "mcpServers": {
    "salesforce": {
      "command": "npx",
      "args": ["-y", "@surajadsul02/mcp-server-salesforce"],
      "env": {
        "SALESFORCE_USERNAME": "your_username",
        "SALESFORCE_PASSWORD": "your_password",
        "SALESFORCE_TOKEN": "your_security_token",
        "SALESFORCE_INSTANCE_URL": "https://login.salesforce.com"
      }
    }
  }
}
对于 OAuth2 身份验证
{
  "mcpServers": {
    "salesforce": {
      "command": "npx",
      "args": ["-y", "@surajadsul02/mcp-server-salesforce"],
      "env": {
        "SALESFORCE_USERNAME": "your_username",
        "SALESFORCE_PASSWORD": "your_password",
        "SALESFORCE_CONSUMER_KEY": "your_consumer_key",
        "SALESFORCE_CONSUMER_SECRET": "your_consumer_secret",
        "SALESFORCE_INSTANCE_URL": "https://login.salesforce.com"
      }
    }
  }
}

  1. 配置文件位置：

    • macOS： ~/Library/Application Support/Claude Desktop/claude_desktop_config.json

    • Windows： %APPDATA%\Claude Desktop\claude_desktop_config.json

    • Linux： ~/.config/Claude Desktop/claude_desktop_config.json

必需的环境变量

对于用户名/密码验证：

  • SALESFORCE_USERNAME ：您的 Salesforce 用户名/电子邮件

  • SALESFORCE_PASSWORD ：您的 Salesforce 密码

  • SALESFORCE_TOKEN ：您的 Salesforce 安全令牌

  • SALESFORCE_INSTANCE_URL ：您的 Salesforce 实例 URL（可选，默认值： https://login.salesforce.com ）

对于 OAuth2 身份验证：

  • SALESFORCE_USERNAME ：您的 Salesforce 用户名/电子邮件

  • SALESFORCE_PASSWORD ：您的 Salesforce 密码

  • SALESFORCE_CONSUMER_KEY ：您连接的应用程序的消费者密钥

  • SALESFORCE_CONSUMER_SECRET ：您连接的应用程序的消费者秘密

  • SALESFORCE_INSTANCE_URL ：您的 Salesforce 实例 URL（可选，默认值： https://login.salesforce.com ）

示例用法

搜索对象

"Find all objects related to Accounts"
"Show me objects that handle customer service"
"What objects are available for order management?"

获取架构信息

"What fields are available in the Account object?"
"Show me the picklist values for Case Status"
"Describe the relationship fields in Opportunity"

查询记录

"Get all Accounts created this month"
"Show me high-priority Cases with their related Contacts"
"Find all Opportunities over $100k"

管理自定义对象

"Create a Customer Feedback object"
"Add a Rating field to the Feedback object"
"Update sharing settings for the Service Request object"

跨对象搜索

"Search for 'cloud' in Accounts and Opportunities"
"Find mentions of 'network issue' in Cases and Knowledge Articles"
"Search for customer name across all relevant objects"

发展

从源代码构建

# Clone the repository
git clone https://github.com/surajadsul02/mcp-server-salesforce.git

# Navigate to directory
cd mcp-server-salesforce

# Install dependencies
npm install

# Build the project
npm run build

故障排除

  1. 身份验证错误

    • 验证您的凭证是否正确

    • 对于用户名/密码验证：确保安全令牌正确

    • 对于 OAuth2：验证消费者密钥和秘密

  2. 连接问题

    • 检查您的 Salesforce 实例 URL

    • 验证网络连接

    • 确保正确的 API 访问权限

  3. Cursor IDE 集成

    • 配置更改后重新启动 Cursor IDE

    • 检查开发者工具（帮助 > 切换开发者工具）中的错误消息

    • 验证软件包是否已全局安装

  4. Claude 桌面集成

    • 验证配置文件位置

    • 检查文件权限

    • 配置更改后重新启动 Claude Desktop

    • 确保环境变量设置正确

贡献

欢迎贡献代码！欢迎提交 Pull 请求。

执照

该项目根据 MIT 许可证获得许可 - 有关详细信息，请参阅LICENSE文件。

问题与支持

如果您遇到任何问题或需要支持，请在 GitHub 存储库上提交问题。

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