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https://github.com/salesforce-mcp/salesforce-mcp

Salesforce MCP server. Allows LLMs to interact with Salesforce data & metadata
https://github.com/salesforce-mcp/salesforce-mcp

antrophic mcp mcp-client mcp-server mcp-servers modelcontextprotocol salesforce salesforce-api salesforce-developers

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Salesforce MCP server. Allows LLMs to interact with Salesforce data & metadata

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README 

          
# Salesforce MCP Connector 🚀



**Must read -**

**This is not an official Salesforce repository.**



Welcome to the Salesforce Model Context Protocol server! 

This MCP allows you to interact with your Salesforce data and metadata using natural language.



Whether you're a business user, developer, or administrator, you can now chat with your Salesforce org to:

Get insights, Manage data, Configure the platform, create objects, fields, flows.. delete them, automate tasks and many more.



## Quick Start ⚡



https://github.com/user-attachments/assets/60c8a448-c953-4399-99b3-7c3a1c976aa7



### Option 1: Cloud Version (Recommended for Most Users) ☁️

1. Visit [salesforce-mcp.com](https://salesforce-mcp.com)

2. Click "Connect to Salesforce" and authenticate with your org

3. Start chatting with your Salesforce data right away, be aware that its not an official Salesforce product!



### Option 2: Local Version (Recommended for Developers) 💻

1. Follow the configuration steps below

2. Set up your environment variables

3. Use with your preferred MCP-compatible AI assistant



## What You Can Do?  ✨



 ## Work with your data



1. **Ask Questions About Your Data** 🔍

   - Get insights about your Salesforce records

   - Example: "Show me all accounts created in the last 30 days with their names and annual revenue"

   - The AI will automatically translate this into the appropriate Salesforce query



2. **Search Across Your Org** 🔎

   - Find information across all your Salesforce records

   - Example: "Find all records containing 'Acme' in any field"

   - Works like a powerful search engine for your Salesforce data



3. **Understand Your Data Structure** 📊

   - Explore available fields and objects

   - Example: "What fields are available on the Account object?"

   - Get a clear view of your data model



4. **Manage Your Records** 📝

   - Create, update, and delete records with natural language

   - Examples:

     - "Create a new Account named 'Acme Corp' with industry 'Technology'"

     - "Update the phone number of Account 001xx000003DIloAAG to '555-0123'"

     - "Delete the Account with ID 001xx000003DIloAAG"

     - "Create a new user"...



## Work with your Metadata



5. **Create objects and fields** 🛠️

   - Access and manage your Salesforce Object Manager

   - Example: "Create a new custom object named "Contract with 3 fields: Name, Id and type"

   - Perfect for developers and administrators



6. **Delete objects fields** 🔌

   - Interact with your custom Salesforce objects

   - Example: "Delete the field type from the Contract object"

   - Seamlessly integrate with your existing solutions



7. **Create custom tabs and apps** ⚙️

   - Connect to any Salesforce API endpoint

   - Example: "Get the describe information for the Account object"

   - Unlock the full power of the Salesforce platform



8. **In Progress: Expanding Capabilities** 🚀

   - We’re actively working on powerful new features to further streamline your Salesforce experience, including:

     1. Flow automation and orchestration

     2. Page Layouts

     3. Validation rules

     4. Reports and Dashboards

     5. Simplified deployments

     6. And many more...

     



## Configuration ⚙️



### For Local Installation



To use this connector locally, you'll need to configure it in your `claude_desktop_config.json` file. Add the following to the `mcpServers` section:



```json

{

    "mcpServers": {

        "salesforce": {

            "command": "uvx",

            "args": [

                "--from",

                "salesforce-mcp",

                "salesforce"

            ],

            "env": {

                "USERNAME": "YOUR_SALESFORCE_USERNAME",

                "PASSWORD": "YOUR_SALESFORCE_PASSWORD",

                "SECURITY_TOKEN": "YOUR_SALESFORCE_SECURITY_TOKEN"

            }

        }

    }

}

```



Replace the placeholder values with your Salesforce credentials:

- `YOUR_SALESFORCE_USERNAME`: Your Salesforce username

- `YOUR_SALESFORCE_PASSWORD`: Your Salesforce password

- `YOUR_SALESFORCE_SECURITY_TOKEN`: Your Salesforce security token



## Security Note 🔒



Your Salesforce credentials are stored securely and are only used to establish the connection to your org. We never store or share your credentials with third parties.



## Contributing 👋 



Thanks for being here! Whether you’re fixing a bug, adding a feature, or improving documentation — your help makes a big difference.



Here’s how to get started:



1. Check out our [Contributing Guidelines](CONTRIBUTING.md)

2. Take a look at the open [Issues](https://github.com/salesforce-mcp/Salesforce-mcp/issues)

3. Fork the repo and create your branch

4. Open a pull request when you’re ready



We appreciate your support and look forward to collaborating! 🚀



## Support 💬



Need help? Visit our [documentation](https://salesforce-mcp.com/docs) or contact our support team at support@salesforce-mcp.com or in our Discord channel



## License 📄



This project is licensed under the MIT License - see the [LICENSE](LICENSE) file for details.