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Salesforce MCP Server

Installation

Add the following to your MCP client configuration file.

Configuration

{
  "mcpServers": {
    "tsmztech-mcp-server-salesforce": {
      "command": "npx",
      "args": [
        "-y",
        "@tsmztech/mcp-server-salesforce"
      ],
      "env": {
        "SALESFORCE_TOKEN": "your_token",
        "SALESFORCE_PASSWORD": "your_password",
        "SALESFORCE_USERNAME": "[email protected]",
        "SALESFORCE_CLIENT_ID": "your_client_id",
        "SALESFORCE_INSTANCE_URL": "https://your-domain.my.salesforce.com",
        "SALESFORCE_CLIENT_SECRET": "your_client_secret",
        "SALESFORCE_CONNECTION_TYPE": "Salesforce_CLI"
      }
    }
  }
}

You can use this MCP server to let Claude interact with Salesforce data and metadata using natural language. It enables querying, creating, updating, and managing Salesforce objects, records, and Apex code from everyday conversation, making your Salesforce workflows faster and more intuitive.

How to use

To use the Salesforce MCP Server with your MCP client, connect your client to the local MCP runtime and choose the Salesforce server configuration. You can switch between authentication methods and run queries, manage objects and fields, search across objects, and execute Apex code through natural language prompts. Start simple: ask to describe an object, then query records with filters, and gradually explore cross-object searches and Apex management.

How to install

Prerequisites: you need Node.js and npm installed on your machine. Ensure you have a working Salesforce account to authenticate against.

Install the MCP Salesforce server globally using npm.

npm install -g @tsmztech/mcp-server-salesforce

Additional sections

Configuration, security notes, and usage details are included in the available environment variable options and the setup steps for authentication. Follow the authentication method you prefer and provide the required credentials and endpoints.

Available tools

salesforce_search_objects

Search for standard and custom Salesforce objects by partial name matches, including both standard and custom objects.

salesforce_describe_object

Get detailed object schema information including field definitions, relationships, and picklist values.

salesforce_query_records

Query records with support for parent-child and child-parent relationships and complex filters.

salesforce_aggregate_query

Run aggregate queries with GROUP BY, HAVING, and date/time groupings.

salesforce_dml_records

Perform insert, update, delete, and upsert operations on Salesforce records.

salesforce_manage_object

Create and modify custom Salesforce objects and their sharing settings.

salesforce_manage_field

Add or modify custom fields and create relationships, with field level security handling by default for Admin.

salesforce_manage_field_permissions

Manage Field Level Security for profiles and grant or revoke access to fields.

salesforce_search_all

SOSL-based search across multiple objects with field snippets.

salesforce_read_apex

Read Apex classes and view metadata; supports wildcard name patterns.

salesforce_write_apex

Create and update Apex classes with API version control.

salesforce_read_apex_trigger

Read Apex triggers and view related metadata; supports wildcards.

salesforce_write_apex_trigger

Create or update Apex triggers with API version and events.

salesforce_execute_anonymous

Execute anonymous Apex code and review debug logs.

salesforce_manage_debug_logs

Enable, disable, and retrieve Salesforce debug logs and set log levels.