Salesforce
Enables AI assistants to interact with Salesforce through a secure interface for performing CRUD operations, executing SOQL queries, and managing schema discovery. It features a smart learning system that analyzes custom objects and fields to provide
What is Salesforce?
Salesforce is a Model Context Protocol (MCP) server that allows AI assistants like Claude, Cursor, and VS Code to enables ai assistants to interact with salesforce through a secure interface for performing crud operations, executing soql queries, and managing schema discovery. it features a smart learning system ...
Enables AI assistants to interact with Salesforce through a secure interface for performing CRUD operations, executing SOQL queries, and managing schema discovery. It features a smart learning system that analyzes custom objects and fields to provide
This server falls under the Business Applications and APIs categories on MCPgee, the world's largest MCP server directory with 33,000+ servers.
Features
- Enables AI assistants to interact with Salesforce through a
Use Cases
Maintainer
Works with
Installation
Manual Installation
npx mcp-salesforce-serverConfiguration
Configuration Details
claude_desktop_config.json
Performance
Response Metrics
Resource Usage
How to Set Up and Use Salesforce
The MCP Salesforce Server enables AI assistants to interact with any Salesforce org through a secure OAuth2-authenticated interface, supporting CRUD operations, SOQL query execution, schema discovery, and comprehensive data backups. Its smart learning system analyzes your org's custom objects and fields to provide intelligent recommendations tailored to your specific Salesforce installation. Sales operations teams, developers, and admins use it to query CRM data, automate record management, and compare org state over time using the built-in time-machine backup comparison feature.
Prerequisites
- Node.js 18+ installed
- macOS (required for secure credential storage using the system keychain)
- A Salesforce org with a Connected App configured (callback URL: http://localhost:9876/callback, OAuth scopes: api, refresh_token, offline_access)
- An MCP-compatible client (Claude Desktop, Cursor)
Run the setup wizard
Use the setup subcommand to launch the interactive configuration wizard. It will guide you through OAuth app setup and store credentials securely.
npx -p @aiondadotcom/mcp-salesforce mcp-salesforce setupConfigure your Salesforce Connected App
In Salesforce Setup, create a Connected App with the callback URL http://localhost:9876/callback and enable OAuth scopes: api, refresh_token, and offline_access. Copy the Consumer Key and Consumer Secret for the setup wizard.
Complete OAuth authentication
The setup wizard will open a browser for you to authorize the Connected App. After granting access, credentials are stored in ~/.mcp-salesforce.json.
Let the server learn your installation
Run the salesforce_learn tool after first connecting to let the server analyze your org's custom objects, fields, and relationships. This improves the quality of all subsequent AI interactions.
npx -p @aiondadotcom/mcp-salesforce mcp-salesforce --versionAdd to your MCP client configuration
Add the Salesforce MCP server to your Claude Desktop or other MCP client configuration file.
Salesforce Examples
Client configuration
Claude Desktop configuration for the MCP Salesforce server using npx to run without a permanent install.
{
"mcpServers": {
"salesforce": {
"command": "npx",
"args": ["-p", "@aiondadotcom/mcp-salesforce", "mcp-salesforce"]
}
}
}Prompts to try
Example prompts using the 12 Salesforce tools including query, CRUD, backup, and time-machine features.
- "Learn my Salesforce installation and tell me about the custom objects"
- "Query all Accounts created in the last 30 days with their owner names"
- "Create a new Contact for John Smith at Acme Corp with email [email protected]"
- "Create a backup of my Salesforce data"
- "Compare current Account data with my last backup and show what changed"
- "Describe the Opportunity object and list all its fields"Troubleshooting Salesforce
OAuth authentication fails or the browser callback is never received
Confirm the Salesforce Connected App callback URL is exactly http://localhost:9876/callback. Port 9876 must not be in use by another process. Run 'lsof -i :9876' to check and kill any blocking process.
SOQL queries return permission errors
The authenticated Salesforce user must have read access to the queried objects. Check object-level security and field-level security in Salesforce Setup. Use salesforce_describe to confirm the user can see the object before querying.
The server works on macOS but not on Linux or Windows
The secure credential storage in ~/.mcp-salesforce.json relies on macOS keychain APIs. On Linux and Windows, credentials may need to be managed manually or via environment variables. Check the repository issues for platform-specific workarounds.
Frequently Asked Questions about Salesforce
What is Salesforce?
Salesforce is a Model Context Protocol (MCP) server that enables ai assistants to interact with salesforce through a secure interface for performing crud operations, executing soql queries, and managing schema discovery. it features a smart learning system that analyzes custom objects and fields to provide It connects AI assistants to external tools and data sources through a standardized interface.
How do I install Salesforce?
Follow the installation instructions on the Salesforce GitHub repository. Clone the repo, install dependencies, and add the server config to your AI client.
Which AI clients work with Salesforce?
Salesforce works with all major MCP-compatible AI clients including Claude Desktop, Claude Code, Cursor, VS Code (GitHub Copilot), Windsurf, and Cline.
Is Salesforce free to use?
Yes, Salesforce is open source and available under the BSD 2-Clause 'Simplified' License license. You can use it freely in both personal and commercial projects.
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