Salesloft MCP Server

How to use

Start and connect with the MCP server from your preferred MCP client. Once running, your client can request live Salesloft data, such as opportunities, accounts, activities, or tickets, through built-in tools. You don’t need to craft SQL queries; ask natural language questions and the MCP server handles data access under the hood. Typical usage patterns include asking for counts, listings of records, or simple joined insights across tables, and you can rely on the server to surface the latest information from Salesloft.

How to install

Prerequisites you need before starting: a Java runtime environment (JRE/JDK) and a build tool for Java projects (Maven). Ensure you have network access to download dependencies and the Salesloft data source driver.

# 1) Clone the MCP server repository
git clone https://github.com/cdatasoftware/salesloft-mcp-server-by-cdata.git
cd salesloft-mcp-server-by-cdata

# 2) Build the server (creates the JAR with dependencies)
mvn clean install

# 3) Install the CData JDBC Driver for Salesloft from the vendor site
# (Follow vendor instructions to download and install the driver)
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4) License the CData JDBC Driver. Open a terminal in the driver’s lib folder and run the license command, then provide your name, email, and a license key or the word TRIAL if you are evaluating.

5) Configure the JDBC connection. Use the Connection String utility from the driver to build and test a connection string. If the data source uses OAuth, complete authentication in your browser. Save the resulting connection string for later use.

6) Create a .prp file for the JDBC connection. Use the example format below and fill in your values. This file defines the MCP server’s data source, including the JDBC URL and the driver class.

Prefix=salesloft
ServerName=CDataSalesloft
ServerVersion=1.0
DriverPath=PATH\\TO\\cdata.jdbc.salesloft.jar
DriverClass=cdata.jdbc.salesloft.SalesloftDriver
JdbcUrl=jdbc:salesloft:InitiateOAuth=GETANDREFRESH;
Tables=

7) Create the Claude Desktop configuration to register the MCP server. Add an entry that runs the MCP JAR with the .prp file as an argument. Use the path placeholders to point to your actual Java executable, the MCP JAR, and the salesloft.prp file.

{
  "mcpServers": {
    "salesloft_mcp": {
      "command": "PATH\\TO\\java.exe",
      "args": [
        "-jar",
        "PATH\\TO\\CDataMCP-jar-with-dependencies.jar",
        "PATH\\TO\\salesloft.prp"
      ]
    }
  }
}

8) Run the MCP server. Start the server so it can serve requests from your MCP client. The server runs on the local machine and communicates with your client via stdio.

Additional setup notes

The MCP server provides read-only access by default in this setup. If you need full read, write, update, delete, and action capabilities, consider using the full MCP Server for Salesloft setup that supports those operations.

Security and access: restrict who can launch the server and who can connect from your MCP client. Use secure channels and manage credentials for any OAuth connections in the driver configuration.

salesloft_mcp_get_tables

Retrieves a list of tables available in the Salesloft data source. The output is provided in CSV format with column headers on the first line.

salesloft_mcp_get_columns

Retrieves a list of columns for a specified table. The output is provided in CSV format with column headers on the first line.

salesloft_mcp_run_query

Executes a SQL SELECT query against the Salesloft data source and returns the results.