playbooks

home / mcp / salesforce mcp server

Salesforce MCP Server

Provides OAuth-based access to Salesforce data with learning, schema discovery, and CRUD operations for any Salesforce org.

Installation
Add the following to your MCP client configuration file.

Configuration

View docs
{
  "mcpServers": {
    "aiondadotcom-mcp-salesforce": {
      "command": "npx",
      "args": [
        "@aiondadotcom/mcp-salesforce"
      ]
    }
  }
}

You want a seamless integration between your AI assistant and Salesforce. This MCP server provides a secure, OAuth-based interface that lets the AI interact with any Salesforce org, including custom objects and fields, with automatic authentication, learning, and robust backup capabilities.

How to use

Use an MCP client to connect to the Salesforce MCP server. You will typically configure a local or remote MCP server entry that uses the standard MCP interface, then start interacting with Salesforce objects, run queries, and perform CRUD operations through your AI assistant. The server handles authentication automatically, learning your Salesforce installation once, and offering intelligent suggestions based on learned schema.

How to install

Prerequisites include Node.js 18 or newer and a Salesforce Connected App configured for OAuth.

Install options are designed to be simple. You can run the MCP server using NPX so no permanent installation is required, or you can install for development and customization.

{
  "mcpServers": {
    "salesforce": {
      "command": "npx",
      "args": ["@aiondadotcom/mcp-salesforce"]
    }
  }
}

Configuration

Configure your Salesforce Connected App and credentials to enable OAuth-based authentication.

Credential storage is designed to be secure and self-contained on your machine. The system stores tokens in restricted locations and refreshes them automatically.

Key setup steps include creating a Salesforce Connected App with OAuth enabled and providing the Consumer Key and Consumer Secret to the credential setup tool when prompted.

Credential and cache locations include the home directory for credentials and a cache folder for learned schema data. Ensure proper file permissions (600) for secure storage.

Security and privacy

Token storage uses file-based storage with strict permissions and in-memory tokens are used to minimize exposure. Tokens are refreshed automatically before expiration and are removed from memory after use.

Troubleshooting

If authentication issues occur, the system will prompt you to use the authentication flow or the dedicated authentication tool. Common issues include expired tokens or invalid credentials. Check that your Connected App settings and instance URL are correct.

Additional notes

The server offers learning and discovery features that populate a local model of your Salesforce installation, enabling context-aware suggestions and more accurate queries. It also provides a full backup system and a Time Machine feature for historical analysis.

Examples of available actions

Learn your Salesforce installation so Claude can tailor its responses to your org.

Describe objects and fields to obtain schema information.

Query, create, update, or delete records in standard and custom objects.

Back up data and files across Salesforce file systems, and analyze changes over time with Time Machine.

Available tools

salesforce_learn

Analyzes your complete Salesforce installation to learn objects, fields, relationships, and picklist values for intelligent, context-aware assistance.

salesforce_installation_info

Provides an overview of learned Salesforce installation details, including available objects and fields.

salesforce_query

Executes SOQL queries against Salesforce objects to retrieve data.

salesforce_create

Creates new records in Salesforce, supporting both standard and custom objects.

salesforce_update

Updates existing Salesforce records with new field values.

salesforce_delete

Deletes Salesforce records (permanently) when required.

salesforce_describe

Fetches schema information for Salesforce objects and fields.

salesforce_backup

Creates comprehensive backups of Salesforce data and files across all supported file systems.

salesforce_backup_list

Lists available local backups with statistics and metadata.

salesforce_time_machine

Compares current data against backups to identify changes and enables targeted recovery.

salesforce_auth

Automatically handles OAuth authentication when needed, triggering the setup flow as required.