What is Kablewy Salesforce Mcp Server

kablewy_salesforce-mcp-server is an implementation of a Model Context Protocol server designed to interact with Salesforce via its REST API using the jsforce library.

Use cases

Use cases include executing SOQL queries to fetch data, retrieving metadata for Salesforce objects, creating new records, updating existing records, and deleting records as needed.

How to use

To use kablewy_salesforce-mcp-server, clone the repository, set up your Salesforce credentials in the .env file, install dependencies, build the project, and start the server. You can then execute various functions such as querying, creating, updating, and deleting records.

Key features

Key features include the ability to execute SOQL queries, retrieve object metadata, create, update, and delete records, secure authentication handling, and real-time data access.

Where to use

kablewy_salesforce-mcp-server can be used in any application that requires interaction with Salesforce data, such as CRM systems, data integration tools, and web applications that need to manage Salesforce records.

Salesforce MCP Server

A Model Context Protocol server implementation for interacting with Salesforce through its REST API using jsforce.

Features

• Execute SOQL queries
• Retrieve object metadata
• Create, update, and delete records
• Secure authentication handling
• Real-time data access

Setup

1. Clone the repository
2. Copy .env.example to .env and fill in your Salesforce credentials
3. Install dependencies: npm install
4. Build: npm run build
5. Start: npm start

Usage

The server exposes several functions:

query

Execute SOQL queries against your Salesforce instance:

{
  "name": "query",
  "parameters": {
    "query": "SELECT Id, Name FROM Account LIMIT 5"
  }
}

describe-object

Get metadata about a Salesforce object:

{
  "name": "describe-object",
  "parameters": {
    "objectName": "Account"
  }
}

create

Create a new record:

{
  "name": "create",
  "parameters": {
    "objectName": "Contact",
    "data": {
      "FirstName": "John",
      "LastName": "Doe",
      "Email": "[email protected]"
    }
  }
}

update

Update an existing record:

{
  "name": "update",
  "parameters": {
    "objectName": "Contact",
    "data": {
      "Id": "003XXXXXXXXXXXXXXX",
      "Email": "[email protected]"
    }
  }
}

delete

Delete a record:

{
  "name": "delete",
  "parameters": {
    "objectName": "Contact",
    "id": "003XXXXXXXXXXXXXXX"
  }
}

Security

Make sure to:

• Keep your .env file secure and never commit it
• Use IP restrictions in Salesforce when possible
• Regularly rotate your security token
• Consider implementing additional authentication for the MCP server

Contributing

Contributions are welcome! Please submit PRs with improvements.

Salesforce MCP Server

A Model Context Protocol server implementation for interacting with Salesforce through its REST API using jsforce.

Features

• Execute SOQL queries
• Retrieve object metadata
• Create, update, and delete records
• Secure authentication handling
• Real-time data access

Setup

1. Clone the repository
2. Copy .env.example to .env and fill in your Salesforce credentials
3. Install dependencies: npm install
4. Build: npm run build
5. Start: npm start

Usage

The server exposes several functions:

query

Execute SOQL queries against your Salesforce instance:

{
  "name": "query",
  "parameters": {
    "query": "SELECT Id, Name FROM Account LIMIT 5"
  }
}

describe-object

Get metadata about a Salesforce object:

{
  "name": "describe-object",
  "parameters": {
    "objectName": "Account"
  }
}

create

Create a new record:

{
  "name": "create",
  "parameters": {
    "objectName": "Contact",
    "data": {
      "FirstName": "John",
      "LastName": "Doe",
      "Email": "[email protected]"
    }
  }
}

update

Update an existing record:

{
  "name": "update",
  "parameters": {
    "objectName": "Contact",
    "data": {
      "Id": "003XXXXXXXXXXXXXXX",
      "Email": "[email protected]"
    }
  }
}

delete

Delete a record:

{
  "name": "delete",
  "parameters": {
    "objectName": "Contact",
    "id": "003XXXXXXXXXXXXXXX"
  }
}

Security

Make sure to:

• Keep your .env file secure and never commit it
• Use IP restrictions in Salesforce when possible
• Regularly rotate your security token
• Consider implementing additional authentication for the MCP server

Contributing

Contributions are welcome! Please submit PRs with improvements.

License

MIT License

MIT License

Copyright (c) 2024 Kablewy,LLC

Permission is hereby granted, free of charge, to any person obtaining a copy
of this software and associated documentation files (the "Software"), to deal
in the Software without restriction, including without limitation the rights
to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
copies of the Software, and to permit persons to whom the Software is
furnished to do so, subject to the following conditions:

The above copyright notice and this permission notice shall be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
SOFTWARE.