Salesforce MCP

Salesforce MCP

Interact with Salesforce Data and Metadata

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Overview

The MCP Salesforce Connector is a Model Context Protocol (MCP) server that enables LLMs to interact with Salesforce data and metadata through a single interface. It supports executing SOQL queries to fetch records, performing SOSL searches, and retrieving metadata for Salesforce objects (fields, labels, and types). The server also provides CRUD capabilities on records (retrieve, create, update, delete) and can execute Salesforce Tooling API requests, Apex REST endpoints, and general REST API calls against Salesforce. Configuration is performed by registering the server under mcpServers in claude_desktop_config.json, with environment variables for authentication and connection details. Authentication supports two methods: OAuth (recommended) by providing SALESFORCE_ACCESS_TOKEN and SALESFORCE_INSTANCE_URL, or a legacy Username/Password method using SALESFORCE_USERNAME, SALESFORCE_PASSWORD, and SALESFORCE_SECURITY_TOKEN when the token is not set. The optional SALESFORCE_DOMAIN can be set to 'test' to connect to a sandbox; leaving it empty connects to production. This server is designed for developers and operators seeking to integrate Salesforce data access into LLM workflows via MCP.

Details

Owner
smn2gnt
Language
Python
License
MIT License
Updated
2025-12-07

Features

Execute SOQL queries

Run Salesforce Object Query Language (SOQL) queries to fetch data.

Perform SOSL searches

Search across Salesforce records using SOSL.

Retrieve metadata

Obtain field names, labels, and types for Salesforce objects.

CRUD on records

Retrieve, create, update, and delete Salesforce records.

Tooling API access

Execute Tooling API requests for metadata and tooling data.

Apex REST requests

Invoke Apex REST endpoints.

Direct REST calls

Make direct REST API calls to Salesforce.

Flexible authentication

Supports OAuth-based authentication or legacy username/password with security token.

Audience

LLMsEnable LLMs to query Salesforce data and metadata via MCP.
DevelopersConfigure, integrate, and run the MCP Salesforce Connector within applications.
AdministratorsManage deployment and access controls for the Salesforce MCP server.

Tags

SalesforceMCPSOQLSOSLMetadataCRUDTooling APIApex RESTREST APIOAuthSandboxProductionLLM integration