Salesforce
A comprehensive server that transforms Claude Desktop into a Salesforce IDE for managing metadata, executing SOQL queries, and automating multi-org operations. It provides 60 optimized tools for intelligent debugging, bulk data management, and Apex t
What is Salesforce?
Salesforce is a Model Context Protocol (MCP) server that allows AI assistants like Claude, Cursor, and VS Code to comprehensive server that transforms claude desktop into a salesforce ide for managing metadata, executing soql queries, and automating multi-org operations. it provides 60 optimized tools for intelli...
A comprehensive server that transforms Claude Desktop into a Salesforce IDE for managing metadata, executing SOQL queries, and automating multi-org operations. It provides 60 optimized tools for intelligent debugging, bulk data management, and Apex t
This server falls under the Business Applications category on MCPgee, the world's largest MCP server directory with 33,000+ servers.
Features
- A comprehensive server that transforms Claude Desktop into a
Use Cases
Maintainer
Works with
Installation
Manual Installation
npx salesforce-mcp-serverConfiguration
Configuration Details
claude_desktop_config.json
Performance
Response Metrics
Resource Usage
How to Set Up and Use Salesforce
The Salesforce MCP Server transforms Claude Desktop into a powerful Salesforce development environment, providing over 60 tools for metadata management, SOQL/SOSL queries, Apex code execution, and multi-org operations. It supports three authentication methods — Salesforce CLI, username/password, and OAuth 2.0 client credentials — making it flexible for both developers and administrators. With it, you can query records with complex filters, manage custom objects and fields, write and execute Apex classes and triggers, run anonymous code, and manage debug logs entirely through natural language.
Prerequisites
- Node.js 18 or later installed
- A Salesforce org (Developer Edition, Sandbox, or Production) with appropriate permissions
- One of: Salesforce CLI authenticated (recommended), username/password with security token, or OAuth 2.0 Client ID and Secret
- An MCP-compatible client such as Claude Desktop
Choose your Salesforce authentication method
The server supports three connection types. The easiest is Salesforce CLI: install it (npm install -g @salesforce/cli), run 'sf org login web', and authorize your org. Alternatively, use username/password with security token (found in Salesforce Settings > Reset My Security Token), or OAuth 2.0 client credentials from a Connected App.
npm install -g @salesforce/cli
sf org login webInstall the MCP server package
Install the Salesforce MCP server globally so it is available as a command.
npm install -g @tsmztech/mcp-server-salesforceAdd the server to your MCP client configuration (Salesforce CLI method)
Open your Claude Desktop configuration file and add the Salesforce server with the CLI connection type. This is the simplest setup if you already have the Salesforce CLI authenticated.
{
"mcpServers": {
"salesforce": {
"command": "npx",
"args": ["salesforce-mcp-server"],
"env": {
"SALESFORCE_CONNECTION_TYPE": "Salesforce_CLI"
}
}
}
}Add the server (username/password method, alternative)
If you prefer username and password authentication, use this configuration instead. Your security token is appended to your password in the SALESFORCE_TOKEN field.
{
"mcpServers": {
"salesforce": {
"command": "npx",
"args": ["salesforce-mcp-server"],
"env": {
"SALESFORCE_CONNECTION_TYPE": "User_Password",
"SALESFORCE_USERNAME": "[email protected]",
"SALESFORCE_PASSWORD": "yourpassword",
"SALESFORCE_TOKEN": "yoursecuritytoken",
"SALESFORCE_INSTANCE_URL": "https://login.salesforce.com"
}
}
}
}Restart Claude Desktop and verify connection
Save the configuration and restart Claude Desktop. Ask Claude to list Salesforce objects to confirm the connection is working. You should see metadata from your Salesforce org.
Salesforce Examples
Client configuration
Example using OAuth 2.0 Client Credentials. The SALESFORCE_INSTANCE_URL must be the exact My Domain URL from your Salesforce org.
{
"mcpServers": {
"salesforce": {
"command": "npx",
"args": ["salesforce-mcp-server"],
"env": {
"SALESFORCE_CONNECTION_TYPE": "OAuth_2.0_Client_Credentials",
"SALESFORCE_CLIENT_ID": "your_connected_app_client_id",
"SALESFORCE_CLIENT_SECRET": "your_connected_app_client_secret",
"SALESFORCE_INSTANCE_URL": "https://your-domain.my.salesforce.com"
}
}
}
}Prompts to try
These prompts demonstrate querying, metadata inspection, Apex execution, and debug log management.
- "List all Salesforce objects related to Accounts"
- "What fields are available on the Opportunity object?"
- "Get all Accounts created this month with their owner names"
- "Count open opportunities by stage and show as a table"
- "Show me all Apex classes with 'Controller' in the name"
- "Enable debug logs for [email protected] at FINEST level"
- "Search for 'cloud migration' across Accounts and Opportunities"Troubleshooting Salesforce
Authentication fails with 'INVALID_LOGIN' error using username/password
Salesforce security tokens are separate from passwords and reset when you change your password. Go to Settings > Reset My Security Token to get a fresh token. Also check that SALESFORCE_INSTANCE_URL is correct — use https://test.salesforce.com for sandboxes.
OAuth 2.0 returns 'invalid_client' or 'unauthorized_client'
Ensure the Connected App in Salesforce has 'Client Credentials Flow' enabled under OAuth Settings. The SALESFORCE_INSTANCE_URL must exactly match your org's My Domain URL (e.g., https://mycompany.my.salesforce.com), not the generic login URL.
Apex execution fails or times out
Anonymous Apex via salesforce_execute_anonymous has governor limits. For complex operations, break them into smaller batches. Check the debug logs using salesforce_manage_debug_logs to get detailed error traces.
Frequently Asked Questions about Salesforce
What is Salesforce?
Salesforce is a Model Context Protocol (MCP) server that comprehensive server that transforms claude desktop into a salesforce ide for managing metadata, executing soql queries, and automating multi-org operations. it provides 60 optimized tools for intelligent debugging, bulk data management, and apex t 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 MIT License license. You can use it freely in both personal and commercial projects.
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Quick Config Preview
Add this to your claude_desktop_config.json or .cursor/mcp.json
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