Mcp Salesforce
What is Mcp Salesforce
MCP-Salesforce is a Model Context Protocol server implementation designed for integrating Salesforce with large language models (LLMs), enabling them to interact with Salesforce data through SOQL queries and SOSL searches.
Use cases
Use cases for MCP-Salesforce include automating data retrieval from Salesforce, integrating Salesforce data into applications, enhancing customer support with LLMs, and performing complex searches across Salesforce data.
How to use
To use MCP-Salesforce, configure it in your ‘claude_desktop_config.json’ file by adding the necessary Salesforce credentials (username, password, and security token) in the ‘mcpServers’ section.
Key features
Key features include executing SOQL queries, performing SOSL searches, retrieving metadata for Salesforce objects, managing records (retrieve, create, update, delete), executing Tooling API requests, executing Apex REST requests, and making direct REST API calls to Salesforce.
Where to use
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Clients Supporting MCP
The following are the main client software that supports the Model Context Protocol. Click the link to visit the official website for more information.
Overview
What is Mcp Salesforce
MCP-Salesforce is a Model Context Protocol server implementation designed for integrating Salesforce with large language models (LLMs), enabling them to interact with Salesforce data through SOQL queries and SOSL searches.
Use cases
Use cases for MCP-Salesforce include automating data retrieval from Salesforce, integrating Salesforce data into applications, enhancing customer support with LLMs, and performing complex searches across Salesforce data.
How to use
To use MCP-Salesforce, configure it in your ‘claude_desktop_config.json’ file by adding the necessary Salesforce credentials (username, password, and security token) in the ‘mcpServers’ section.
Key features
Key features include executing SOQL queries, performing SOSL searches, retrieving metadata for Salesforce objects, managing records (retrieve, create, update, delete), executing Tooling API requests, executing Apex REST requests, and making direct REST API calls to Salesforce.
Where to use
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Clients Supporting MCP
The following are the main client software that supports the Model Context Protocol. Click the link to visit the official website for more information.
Content
MCP Salesforce Connector
A Model Context Protocol (MCP) server implementation for Salesforce integration, allowing LLMs to interact with Salesforce data through SOQL queries and SOSL searches.
Features
- Execute SOQL (Salesforce Object Query Language) queries
- Perform SOSL (Salesforce Object Search Language) searches
- Retrieve metadata for Salesforce objects, including field names, labels, and types
- Retrieve, create, update, and delete records
- Execute Tooling API requests
- Execute Apex REST requests
- Make direct REST API calls to Salesforce
Configuration
Model Context Protocol
To use this server with the Model Context Protocol, you need to configure it in your claude_desktop_config.json file. Add the following entry to the mcpServers section:
{
"mcpServers": {
"salesforce": {
"command": "uvx",
"args": [
"--from",
"mcp-salesforce-connector",
"salesforce"
],
"env": {
"SALESFORCE_ACCESS_TOKEN": "SALESFORCE_ACCESS_TOKEN",
"SALESFORCE_INSTANCE_URL": "SALESFORCE_INSTANCE_URL",
}
}
}
}
Note on Salesforce Authentication Methods
This server supports two authentication methods:
- OAuth (Recommended): Set
SALESFORCE_ACCESS_TOKENandSALESFORCE_INSTANCE_URLas environment variables. - Username/Password (Legacy): If
SALESFORCE_ACCESS_TOKENandSALESFORCE_INSTANCE_URLare not set, the server will fall back to usingSALESFORCE_USERNAME,SALESFORCE_PASSWORD, andSALESFORCE_SECURITY_TOKEN.
Dev Tools Supporting MCP
The following are the main code editors that support the Model Context Protocol. Click the link to visit the official website for more information.
