An MCP (Model Context Protocol) server implementation that integrates Claude with Salesforce, enabling natural language interactions with your Salesforce data and metadata. This server allows Claude to query, modify, and manage your Salesforce objects and records using everyday language.
- Object and Field Management: Create and modify custom objects and fields using natural language
- Smart Object Search: Find Salesforce objects using partial name matches
- Detailed Schema Information: Get comprehensive field and relationship details for any object
- Flexible Data Queries: Query records with relationship support and complex filters
- Data Manipulation: Insert, update, delete, and upsert records with ease
- Cross-Object Search: Search across multiple objects using SOSL
- Intuitive Error Handling: Clear feedback with Salesforce-specific error details
npm install -g @tsmztech/mcp-server-salesforce
Search for standard and custom objects:
- Search by partial name matches
- Finds both standard and custom objects
- Example: "Find objects related to Account" will find Account, AccountHistory, etc.
Get detailed object schema information:
- Field definitions and properties
- Relationship details
- Picklist values
- Example: "Show me all fields in the Account object"
Query records with relationship support:
- Parent-to-child relationships
- Child-to-parent relationships
- Complex WHERE conditions
- Example: "Get all Accounts with their related Contacts"
Perform data operations:
- Insert new records
- Update existing records
- Delete records
- Upsert using external IDs
- Example: "Update status of multiple accounts"
Create and modify custom objects:
- Create new custom objects
- Update object properties
- Configure sharing settings
- Example: "Create a Customer Feedback object"
Manage object fields:
- Add new custom fields
- Modify field properties
- Create relationships
- Example: "Add a Rating picklist field to Account"
Search across multiple objects:
- SOSL-based search
- Multiple object support
- Field snippets
- Example: "Search for 'cloud' across Accounts and Opportunities"
- Set up your Salesforce credentials
- Get your security token (Reset from Salesforce Settings)
Add to your claude_desktop_config.json
:
{
"mcpServers": {
"salesforce": {
"command": "npx",
"args": ["-y", "@tsmztech/mcp-server-salesforce"],
"env": {
"SALESFORCE_USERNAME": "your_username",
"SALESFORCE_PASSWORD": "your_password",
"SALESFORCE_TOKEN": "your_security_token",
"SALESFORCE_INSTANCE_URL": "org_url" // Optional. Default value: https://login.salesforce.com
}
}
}
}
"Find all objects related to Accounts"
"Show me objects that handle customer service"
"What objects are available for order management?"
"What fields are available in the Account object?"
"Show me the picklist values for Case Status"
"Describe the relationship fields in Opportunity"
"Get all Accounts created this month"
"Show me high-priority Cases with their related Contacts"
"Find all Opportunities over $100k"
"Create a Customer Feedback object"
"Add a Rating field to the Feedback object"
"Update sharing settings for the Service Request object"
"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"
# Clone the repository
git clone https://github.com/tsmztech/mcp-server-salesforce.git
# Navigate to directory
cd mcp-server-salesforce
# Install dependencies
npm install
# Build the project
npm run build
Contributions are welcome! Feel free to submit a Pull Request.
This project is licensed under the MIT License - see the LICENSE file for details.
If you encounter any issues or need support, please file an issue on the GitHub repository.