Salesforce MCP Connector 🚀

Must read - This is not an official Salesforce repository.

Welcome to the Salesforce Model Context Protocol server! This MCP allows you to interact with your Salesforce data and metadata using natural language.

Whether you're a business user, developer, or administrator, you can now chat with your Salesforce org to: Get insights, Manage data, Configure the platform, create objects, fields, flows.. delete them, automate tasks and many more.

Quick Start ⚡

https://github.com/user-attachments/assets/60c8a448-c953-4399-99b3-7c3a1c976aa7

Option 1: Cloud Version (Recommended for Most Users) ☁️

1. Visit salesforce-mcp.com
2. Click "Connect to Salesforce" and authenticate with your org
3. Start chatting with your Salesforce data right away, be aware that its not an official Salesforce product!

Option 2: Local Version (Recommended for Developers) 💻

1. Follow the configuration steps below
2. Set up your environment variables
3. Use with your preferred MCP-compatible AI assistant

What You Can Do? ✨

Work with your data

1. Ask Questions About Your Data 🔍

   • Get insights about your Salesforce records
   • Example: "Show me all accounts created in the last 30 days with their names and annual revenue"
   • The AI will automatically translate this into the appropriate Salesforce query

2. Search Across Your Org 🔎

   • Find information across all your Salesforce records
   • Example: "Find all records containing 'Acme' in any field"
   • Works like a powerful search engine for your Salesforce data

3. Understand Your Data Structure 📊

   • Explore available fields and objects
   • Example: "What fields are available on the Account object?"
   • Get a clear view of your data model

4. Manage Your Records 📝

   • Create, update, and delete records with natural language
   • Examples:
     • "Create a new Account named 'Acme Corp' with industry 'Technology'"
     • "Update the phone number of Account 001xx000003DIloAAG to '555-0123'"
     • "Delete the Account with ID 001xx000003DIloAAG"
     • "Create a new user"...

Work with your Metadata

5. Create objects and fields 🛠️

   • Access and manage your Salesforce Object Manager
   • Example: "Create a new custom object named "Contract with 3 fields: Name, Id and type"
   • Perfect for developers and administrators

6. Delete objects fields 🔌

   • Interact with your custom Salesforce objects
   • Example: "Delete the field type from the Contract object"
   • Seamlessly integrate with your existing solutions

7. Create custom tabs and apps ⚙️

   • Connect to any Salesforce API endpoint
   • Example: "Get the describe information for the Account object"
   • Unlock the full power of the Salesforce platform

8. In Progress: Expanding Capabilities 🚀

   • We’re actively working on powerful new features to further streamline your Salesforce experience, including:
     1. Flow automation and orchestration
     2. Page Layouts
     3. Validation rules
     4. Reports and Dashboards
     5. Simplified deployments
     6. And many more...

Configuration ⚙️

For Local Installation

To use this connector locally, you'll need to configure it in your claude_desktop_config.json file. Add the following to the mcpServers section:

{
    "mcpServers": {
        "salesforce": {
            "command": "uvx",
            "args": [
                "--from",
                "salesforce-mcp",
                "salesforce"
            ],
            "env": {
                "USERNAME": "YOUR_SALESFORCE_USERNAME",
                "PASSWORD": "YOUR_SALESFORCE_PASSWORD",
                "SECURITY_TOKEN": "YOUR_SALESFORCE_SECURITY_TOKEN"
            }
        }
    }
}

Replace the placeholder values with your Salesforce credentials:

• YOUR_SALESFORCE_USERNAME: Your Salesforce username
• YOUR_SALESFORCE_PASSWORD: Your Salesforce password
• YOUR_SALESFORCE_SECURITY_TOKEN: Your Salesforce security token

Security Note 🔒

Your Salesforce credentials are stored securely and are only used to establish the connection to your org. We never store or share your credentials with third parties.

Contributing 👋

Thanks for being here! Whether you’re fixing a bug, adding a feature, or improving documentation — your help makes a big difference.

Here’s how to get started:

1. Check out our Contributing Guidelines
2. Take a look at the open Issues
3. Fork the repo and create your branch
4. Open a pull request when you’re ready

We appreciate your support and look forward to collaborating! 🚀

Support 💬

Need help? Visit our documentation or contact our support team at support@salesforce-mcp.com or in our Discord channel

License 📄

This project is licensed under the MIT License - see the LICENSE file for details.