Salesforce Basic MCP Server

A simple Model Context Protocol (MCP) server that provides AI assistants with tools to query Salesforce data.

Features

• ✅ Get Account by ID
• ✅ Search Accounts by name
• ✅ Get recent Opportunities

Setup

1. Install Dependencies

# Install uv (if not already installed)
curl -LsSf https://astral.sh/uv/install. sh | sh

# Create and activate virtual environment
uv venv
source .venv/bin/activate  # Mac/Linux
# OR
. venv\Scripts\activate     # Windows

# Install dependencies
uv add "mcp[cli]" simple-salesforce python-dotenv

2. Configure Salesforce Credentials

Create a .env file in the project root:

SF_USERNAME=your@salesforce.email.com
SF_PASSWORD=yourpassword
SF_SECURITY_TOKEN=yoursecuritytoken
SF_DOMAIN=login  # or 'test' for sandbox

How to get your Security Token:

1. Log into Salesforce
2. Click your profile icon → Settings
3. On the left sidebar: Personal → Reset My Security Token
4. Check your email for the token

3. Run the Server

python server.py

4. Test with MCP Inspector

npx @modelcontextprotocol/inspector python server.py

Available Tools

get_account

Get a Salesforce Account by ID.

Parameters:

• account_id (string): The Salesforce Account ID

Example:

{
  "account_id": "001XXXXXXXXXXXXXXX"
}

search_accounts

Search for Accounts by name.

Parameters:

• name (string): The account name to search for

Example:

{
  "name": "Acme"
}

get_recent_opportunities

Get the most recent Opportunities.

Parameters:

• limit (integer, optional): Number to return (default: 5, max: 20)

Example:

{
  "limit": 10
}

Connect to Claude Desktop

Add to your Claude Desktop config file:

Mac: ~/Library/Application Support/Claude/claude_desktop_config.json Windows: %APPDATA%\Claude\claude_desktop_config. json

{
  "mcpServers": {
    "salesforce-basic": {
      "command": "python",
      "args": ["/absolute/path/to/salesforce-mcp-basic/server.py"],
      "env": {
        "SF_USERNAME": "your@email.com",
        "SF_PASSWORD": "yourpassword",
        "SF_SECURITY_TOKEN": "yourtoken",
        "SF_DOMAIN": "login"
      }
    }
  }
}

Security Notes

⚠️ Never commit .env to git!

• The .gitignore file is configured to exclude it
• Use environment variables in production

Troubleshooting

"Authentication Failed"

• Double-check username, password, and security token
• Verify your IP is not blocked in Salesforce
• For sandboxes, use SF_DOMAIN=test

"Module not found"

• Make sure virtual environment is activated
• Run uv add "mcp[cli]" simple-salesforce python-dotenv

Next Steps

• Add more Salesforce objects (Contacts, Cases, etc.)
• Implement create/update operations
• Add error logging
• Add data validation