Salesforce MCP server for AI agents

The Salesforce MCP server enables natural language interactions with your Salesforce data and metadata, allowing Claude to query, modify, and manage Salesforce objects and records using everyday language without complicated technical commands.

Installation

Install the MCP server globally with npm:

npm install -g @surajadsul02/mcp-server-salesforce

Authentication Setup

You can authenticate with Salesforce using one of two methods:

Username/Password Authentication

Set up your Salesforce credentials
Get your security token (Reset from Salesforce Settings)
Configure the environment variables as shown below

OAuth2 Authentication with Consumer Key/Secret

Set up a Connected App in Salesforce
Get the Consumer Key and Consumer Secret
Configure the environment variables as shown below

Required Environment Variables

For Username/Password Authentication:

SALESFORCE_USERNAME: Your Salesforce username/email
SALESFORCE_PASSWORD: Your Salesforce password
SALESFORCE_TOKEN: Your Salesforce security token
SALESFORCE_INSTANCE_URL: Your Salesforce instance URL (Optional, default: https://login.salesforce.com)

For OAuth2 Authentication:

SALESFORCE_USERNAME: Your Salesforce username/email
SALESFORCE_PASSWORD: Your Salesforce password
SALESFORCE_CONSUMER_KEY: Your Connected App's consumer key
SALESFORCE_CONSUMER_SECRET: Your Connected App's consumer secret
SALESFORCE_INSTANCE_URL: Your Salesforce instance URL (Optional, default: https://login.salesforce.com)

IDE Integration

Cursor IDE Setup

Install the package globally (if not already done):

npm install -g @surajadsul02/mcp-server-salesforce

Configure the MCP server in Cursor IDE .cursor/mcp.json:

Using Username/Password Authentication:

{
  "mcpServers": {
    "salesforce": {
      "command": "env",
      "args": [
        "[email protected]",
        "SALESFORCE_PASSWORD=YourActualPassword123",
        "SALESFORCE_TOKEN=YourActualSecurityToken123",
        "SALESFORCE_INSTANCE_URL=https://login.salesforce.com",
        "npx",
        "-y",
        "@surajadsul02/mcp-server-salesforce"
      ]
    }
  }
}

Using OAuth2 Authentication:

{
  "mcpServers": {
    "salesforce": {
      "command": "env",
      "args": [
        "[email protected]",
        "SALESFORCE_PASSWORD=YourActualPassword123",
        "SALESFORCE_CONSUMER_KEY=YourConsumerKey",
        "SALESFORCE_CONSUMER_SECRET=YourConsumerSecret",
        "SALESFORCE_INSTANCE_URL=https://login.salesforce.com",
        "npx",
        "-y",
        "@surajadsul02/mcp-server-salesforce"
      ]
    }
  }
}

Claude Desktop Setup

Install the package globally (if not already done):

npm install -g @surajadsul02/mcp-server-salesforce

Add to your claude_desktop_config.json:

For Username/Password Authentication:

{
  "mcpServers": {
    "salesforce": {
      "command": "npx",
      "args": ["-y", "@surajadsul02/mcp-server-salesforce"],
      "env": {
        "SALESFORCE_USERNAME": "your_username",
        "SALESFORCE_PASSWORD": "your_password",
        "SALESFORCE_TOKEN": "your_security_token",
        "SALESFORCE_INSTANCE_URL": "https://login.salesforce.com"
      }
    }
  }
}

For OAuth2 Authentication:

{
  "mcpServers": {
    "salesforce": {
      "command": "npx",
      "args": ["-y", "@surajadsul02/mcp-server-salesforce"],
      "env": {
        "SALESFORCE_USERNAME": "your_username",
        "SALESFORCE_PASSWORD": "your_password",
        "SALESFORCE_CONSUMER_KEY": "your_consumer_key",
        "SALESFORCE_CONSUMER_SECRET": "your_consumer_secret",
        "SALESFORCE_INSTANCE_URL": "https://login.salesforce.com"
      }
    }
  }
}

Configuration File Location:
- macOS: ~/Library/Application Support/Claude Desktop/claude_desktop_config.json
- Windows: %APPDATA%\Claude Desktop\claude_desktop_config.json
- Linux: ~/.config/Claude Desktop/claude_desktop_config.json

Using the MCP Server

Once configured, you can interact with Salesforce using natural language commands:

Searching Objects

"Find all objects related to Accounts"
"Show me objects that handle customer service"
"What objects are available for order management?"

Getting Schema Information

"What fields are available in the Account object?"
"Show me the picklist values for Case Status"
"Describe the relationship fields in Opportunity"

Querying Records

"Get all Accounts created this month"
"Show me high-priority Cases with their related Contacts"
"Find all Opportunities over $100k"

Managing Custom Objects

"Create a Customer Feedback object"
"Add a Rating field to the Feedback object"
"Update sharing settings for the Service Request object"

Searching Across Objects

"Search for 'cloud' in Accounts and Opportunities"
"Find mentions of 'network issue' in Cases and Knowledge Articles"
"Search for customer name across all relevant objects"

Troubleshooting

Authentication Errors

Verify your credentials are correct
For username/password auth: ensure security token is correct
For OAuth2: verify consumer key and secret

Connection Issues

Check your Salesforce instance URL
Verify network connectivity
Ensure proper API access permissions

Cursor IDE Integration

Restart Cursor IDE after configuration changes
Check Developer Tools (Help > Toggle Developer Tools) for error messages
Verify the package is installed globally

Claude Desktop Integration

Verify configuration file location
Check file permissions
Restart Claude Desktop after configuration changes
Ensure environment variables are properly set

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" '{"command":"npx","args":["-y","@surajadsul02/mcp-server-salesforce"],"env":{"SALESFORCE_USERNAME":"your_username","SALESFORCE_PASSWORD":"your_password","SALESFORCE_TOKEN":"your_security_token","SALESFORCE_INSTANCE_URL":"https://login.salesforce.com"}}'

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": {
            "command": "npx",
            "args": [
                "-y",
                "@surajadsul02/mcp-server-salesforce"
            ],
            "env": {
                "SALESFORCE_USERNAME": "your_username",
                "SALESFORCE_PASSWORD": "your_password",
                "SALESFORCE_TOKEN": "your_security_token",
                "SALESFORCE_INSTANCE_URL": "https://login.salesforce.com"
            }
        }
    }
}

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": {
            "command": "npx",
            "args": [
                "-y",
                "@surajadsul02/mcp-server-salesforce"
            ],
            "env": {
                "SALESFORCE_USERNAME": "your_username",
                "SALESFORCE_PASSWORD": "your_password",
                "SALESFORCE_TOKEN": "your_security_token",
                "SALESFORCE_INSTANCE_URL": "https://login.salesforce.com"
            }
        }
    }
}

3. Restart Claude Desktop for the changes to take effect