Salesforce
MCP server that enables AI assistants to interact with Salesforce orgs through the Salesforce CLI, providing tools for Apex execution, SOQL queries, metadata management, code analysis, and development automation.
What is Salesforce?
Salesforce is a Model Context Protocol (MCP) server that allows AI assistants like Claude, Cursor, and VS Code to mcp server that enables ai assistants to interact with salesforce orgs through the salesforce cli, providing tools for apex execution, soql queries, metadata management, code analysis, and development...
MCP server that enables AI assistants to interact with Salesforce orgs through the Salesforce CLI, providing tools for Apex execution, SOQL queries, metadata management, code analysis, and development automation.
This server falls under the Business Applications category on MCPgee, the world's largest MCP server directory with 33,000+ servers.
Features
- salesforce_search_objects
- salesforce_describe_object
- salesforce_query_records
- salesforce_aggregate_query
- salesforce_dml_records
Use Cases
Maintainer
Works with
Installation
NPM
npx -y salesforceManual Installation
npx -y salesforceConfiguration
Configuration Details
claude_desktop_config.json
Performance
Response Metrics
Resource Usage
How to Set Up and Use Salesforce
The Salesforce MCP server connects AI assistants directly to Salesforce orgs through the Salesforce CLI and REST APIs, enabling natural-language interaction with CRM data and metadata. It exposes tools for executing SOQL and SOSL queries, performing CRUD operations on records, retrieving object metadata, calling Apex REST endpoints, and issuing Tooling API requests. Salesforce developers and admins can use it to query leads, update opportunities, inspect object schemas, or automate repetitive metadata tasks without leaving their AI client.
Prerequisites
- Python 3.10 or later
- uv package manager (uvx is used to run the server)
- An active Salesforce org with a user account (sandbox or production)
- Your Salesforce username, password, and security token (found in Salesforce under Settings → My Personal Information → Reset My Security Token)
- An MCP-compatible AI client such as Claude Desktop
Locate your Salesforce credentials
You need three values: your Salesforce login username, your account password, and the security token emailed to you when you reset it. The security token is appended to your password for API logins.
Install uv if not already present
The server is published as mcp-salesforce-connector and is run via uvx, which is included with uv.
curl -LsSf https://astral.sh/uv/install.sh | shTest the server from the command line
Run the server once interactively to confirm authentication works before wiring it into your client.
[email protected] \
SALESFORCE_PASSWORD=yourpassword \
SALESFORCE_SECURITY_TOKEN=yourtoken \
uvx --from mcp-salesforce-connector salesforceAdd the server to your Claude Desktop config
Edit claude_desktop_config.json and insert the mcpServers entry. Replace placeholder values with your real credentials.
Restart Claude Desktop and verify connection
Restart the client and confirm the Salesforce server appears as active. Try a simple query to verify end-to-end connectivity.
Salesforce Examples
Client configuration
Full claude_desktop_config.json snippet for the Salesforce MCP server using uvx.
{
"mcpServers": {
"salesforce": {
"command": "uvx",
"args": [
"--from",
"mcp-salesforce-connector",
"salesforce"
],
"env": {
"SALESFORCE_USERNAME": "[email protected]",
"SALESFORCE_PASSWORD": "your_salesforce_password",
"SALESFORCE_SECURITY_TOKEN": "your_security_token"
}
}
}
}Prompts to try
Connect to your Salesforce org and drive queries or updates through natural language.
- "Run a SOQL query to find all Leads created in the last 30 days with Status = 'Open' and return their names and emails."
- "Describe the Opportunity object and list all its field names and types."
- "Update the CloseDate of Opportunity ID 006... to December 31, 2025."Troubleshooting Salesforce
Authentication fails with 'LOGIN_MUST_USE_SECURITY_TOKEN'
Your Salesforce org requires a security token appended to your password for API access. Go to Salesforce Settings → My Personal Information → Reset My Security Token, then set SALESFORCE_SECURITY_TOKEN to the token value you receive by email.
uvx command not found
Install uv first: curl -LsSf https://astral.sh/uv/install.sh | sh. Then restart your terminal so the PATH update takes effect. Verify with 'uvx --version'.
SOQL query returns no results unexpectedly
Salesforce API access is governed by field-level security and sharing rules. Confirm your user profile has read access to the queried object and fields. For sandboxes, also verify that data exists — sandboxes refreshed without data will have empty objects.
Frequently Asked Questions about Salesforce
What is Salesforce?
Salesforce is a Model Context Protocol (MCP) server that mcp server that enables ai assistants to interact with salesforce orgs through the salesforce cli, providing tools for apex execution, soql queries, metadata management, code analysis, and development automation. It connects AI assistants to external tools and data sources through a standardized interface.
How do I install Salesforce?
Install via npm with the command: npx -y salesforce. Then add the server configuration to your AI client's JSON config file (e.g., claude_desktop_config.json or .cursor/mcp.json).
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 MIT License license. You can use it freely in both personal and commercial projects.
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