mcp-server-salesforce
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Salesforce MCP Server is a Model Context Protocol server that facilitates natural language interactions with Salesforce data. It provides features like object management and detailed schema information, making it easier to manipulate and search Salesforce data.
Salesforce MCP Server
An MCP server implementation that integrates Claude with Salesforce, enabling natural language interactions with Salesforce data and metadata.
Features
- Object and Field Management: Create and modify custom objects and fields using natural language.
- Smart Object Search: Find Salesforce objects using partial name matches.
- Detailed Schema Information: Get comprehensive field and relationship details for any object.
- Flexible Data Queries: Query records with relationship support and complex filters.
- Data Manipulation: Insert, update, delete, and upsert records with ease.
- Cross-Object Search: Search across multiple objects using SOSL.
- Intuitive Error Handling: Clear feedback with Salesforce-specific error details.
Installation
npm install -g @surajadsul02/mcp-server-salesforce
Setup
Salesforce Authentication
Authenticate with Salesforce using Username/Password Authentication or OAuth2 with Consumer Key/Secret.
Example Usage
- Searching Objects
- Getting Schema Information
- Querying Records
- Managing Custom Objects
- Searching Across Objects
Development
Building from source
Clone, navigate, install dependencies, and build the project.
Troubleshooting
- Authentication Errors: Verify credentials, security token, or consumer key.
- Connection Issues: Check Salesforce instance URL and network connectivity.
- IDE Integration: Restart after configuration changes.
Contributing
Contributions welcome through Pull Requests.
License
MIT License.