Salesforce CRM MCP server

This MCP server implementation enables interaction with Salesforce through its REST API using jsforce. It allows you to query, create, update, and delete Salesforce records directly through a Model Context Protocol server.

Installation

The easiest way to install the Salesforce MCP Server for Claude Desktop is via Smithery:

npx -y @smithery/cli install salesforce-mcp-server --client claude

If you prefer manual installation:

1. Clone the repository
2. Copy .env.example to .env and fill in your Salesforce credentials
3. Install dependencies:

   npm install
   

4. Build the server:

   npm run build
   

5. Start the server:

   npm start
   

Usage

The server exposes several functions for interacting with Salesforce data:

Executing SOQL Queries

You can run SOQL queries against your Salesforce instance:

{
  "name": "query",
  "parameters": {
    "query": "SELECT Id, Name FROM Account LIMIT 5"
  }
}

Retrieving Object Metadata

Get detailed metadata information about a Salesforce object:

{
  "name": "describe-object",
  "parameters": {
    "objectName": "Account"
  }
}

Creating Records

Create new records in your Salesforce instance:

{
  "name": "create",
  "parameters": {
    "objectName": "Contact",
    "data": {
      "FirstName": "John",
      "LastName": "Doe",
      "Email": "[email protected]"
    }
  }
}

Updating Records

Update existing records with new information:

{
  "name": "update",
  "parameters": {
    "objectName": "Contact",
    "data": {
      "Id": "003XXXXXXXXXXXXXXX",
      "Email": "[email protected]"
    }
  }
}

Deleting Records

Remove records from your Salesforce instance:

{
  "name": "delete",
  "parameters": {
    "objectName": "Contact",
    "id": "003XXXXXXXXXXXXXXX"
  }
}

Security Considerations

When using the Salesforce MCP Server, follow these security best practices:

• Keep your .env file secure and never commit it to version control
• Use IP restrictions in Salesforce when possible
• Regularly rotate your security token
• Consider implementing additional authentication for the MCP server

How to install this MCP server

For Claude Code

To add this MCP server to Claude Code, run this command in your terminal:

claude mcp add-json "salesforce-mcp-server" '{"command":"npx","args":["-y","salesforce-mcp-server"]}'

See the official Claude Code MCP documentation for more details.

For Cursor

There are two ways to add an MCP server to Cursor. The most common way is to add the server globally in the ~/.cursor/mcp.json file so that it is available in all of your projects.

If you only need the server in a single project, you can add it to the project instead by creating or adding it to the .cursor/mcp.json file.

Adding an MCP server to Cursor globally

To add a global MCP server go to Cursor Settings > Tools & Integrations and click "New MCP Server".

When you click that button the ~/.cursor/mcp.json file will be opened and you can add your server like this:

{
    "mcpServers": {
        "salesforce-mcp-server": {
            "command": "npx",
            "args": [
                "-y",
                "salesforce-mcp-server"
            ]
        }
    }
}

Adding an MCP server to a project

To add an MCP server to a project you can create a new .cursor/mcp.json file or add it to the existing one. This will look exactly the same as the global MCP server example above.

How to use the MCP server

Once the server is installed, you might need to head back to Settings > MCP and click the refresh button.

The Cursor agent will then be able to see the available tools the added MCP server has available and will call them when it needs to.

You can also explicitly ask the agent to use the tool by mentioning the tool name and describing what the function does.

For Claude Desktop

To add this MCP server to Claude Desktop:

1. Find your configuration file:

• macOS: ~/Library/Application Support/Claude/claude_desktop_config.json
• Windows: %APPDATA%\Claude\claude_desktop_config.json
• Linux: ~/.config/Claude/claude_desktop_config.json

2. Add this to your configuration file:

{
    "mcpServers": {
        "salesforce-mcp-server": {
            "command": "npx",
            "args": [
                "-y",
                "salesforce-mcp-server"
            ]
        }
    }
}

3. Restart Claude Desktop for the changes to take effect