salesforce-mcp
Provides tools for searching objects, describing object schemas, executing SOQL queries with relationship traversal, performing aggregate queries (GROUP BY, COUNT, SUM, AVG, MIN, MAX), performing DML operations (insert, update, delete, upsert), and running cross-object SOSL searches on Salesforce CRM data.
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-mcpsearch for contacts matching 'john'"
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
MCP (Model Context Protocol) server for Salesforce CRM, scoped to the WYRE Gateway BYOC use case.
A focused HTTP MCP server that exposes a Salesforce org's CRM data surface to Claude (and other MCP clients) through the WYRE MCP Gateway. Built for the multi-tenant gateway pattern: credentials are injected per-request via HTTP headers, no startup secrets are baked into the container.
Scope discipline
This package intentionally ships a narrow tool surface — six CRM data tools — and deliberately omits the Apex code-management / custom-object-creation / EXECUTE_ANONYMOUS surfaces that broader Salesforce MCP servers include. The use case is read/write access to standard CRM objects (Accounts, Contacts, Opportunities, Leads, Cases). Customers who need DX or admin tooling should use the official @salesforce/mcp package instead.
Tools
Tool | Purpose |
| Find standard + custom objects by partial name. |
| Full schema (fields, picklists, relationships) for an object. |
| Execute SOQL with relationship traversal. |
| SOQL GROUP BY / COUNT / SUM / AVG / MIN / MAX. |
| Insert / update / delete / upsert records. |
| Cross-object SOSL search. |
Run modes
http(default): listens on:8080, exposes/mcp(JSON-RPC) +/health. Per-request credentials fromX-Salesforce-*headers. This is the gateway deployment shape.stdio: traditional MCP client transport (Claude Desktop / Cursor). Credentials read once from env. Useful for local testing.
# HTTP mode (gateway default)
PORT=8080 MCP_TRANSPORT=http AUTH_MODE=gateway npm start
# stdio mode (env-baked, local testing)
MCP_TRANSPORT=stdio \
SALESFORCE_AUTH_FLOW=client_credentials \
SALESFORCE_CLIENT_ID=... SALESFORCE_CLIENT_SECRET=... \
SALESFORCE_INSTANCE_URL=https://yourorg.my.salesforce.com \
node dist/entry.jsHeader contract (gateway mode)
Header | Required? | Notes |
| optional |
|
| for client_credentials | Connected App consumer key. |
| for client_credentials | Connected App consumer secret. |
| for client_credentials | Customer's My Domain URL (e.g. |
| for username_password | Salesforce user. |
| for username_password | Salesforce password. |
| for username_password | Security token (required unless IP allowlisted). |
Per-request authentication means the same container instance can service many customers without restart — each MCP tools/call builds a fresh jsforce.Connection from the headers on that request.
Salesforce Connected App setup
For Client Credentials flow (the recommended path):
Salesforce Setup → App Manager → New Connected App.
Under API (Enable OAuth Settings): turn on Enable OAuth Settings and Enable Client Credentials Flow.
Save, wait ~5 minutes for propagation.
Manage → Edit Policies → Client Credentials Flow → set a Run As user (the API calls run with that user's permissions).
Copy the Consumer Key and Consumer Secret from the Connected App into the gateway BYOC fields as
clientIdandclientSecret.Set
instanceUrlto the customer's My Domain URL (Setup → My Domain).
Build
npm install
npm run buildContainer
docker build -t salesforce-mcp:dev .
docker run --rm -p 8080:8080 -e MCP_TRANSPORT=http salesforce-mcp:dev
curl -s http://localhost:8080/healthThe published image lives at ghcr.io/wyre-technology/salesforce-mcp with :latest, :sha-<short_sha>, and :v<version> tags.
License
Apache-2.0.
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