Salesforce MCP Server

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.

Features

• 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
• Apex Code Management: Read, create, and update Apex classes and triggers
• Intuitive Error Handling: Clear feedback with Salesforce-specific error details
• Switchable Authentication: Supports multiple orgs. Easily switch your active Salesforce org based on the default org configured in your VS Code workspace (use Salesforce_CLI authentication for this feature).

Installation

Global Installation (npm)

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

Claude Desktop Quick Installation

For easy setup with Claude Desktop, download the pre-configured extension:

1. Download salesforce-mcp-extension.dxt from the claude-desktop/ folder
2. Open Claude Desktop → Settings → Extensions
3. Drag the .dxt file into the Extensions window
4. Configure your Salesforce credentials when prompted

For manual Claude Desktop configuration, see Usage with Claude Desktop below.

Tools

salesforce_search_objects

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.

salesforce_describe_object

Get detailed object schema information:

• Field definitions and properties
• Relationship details
• Picklist values
• Example: "Show me all fields in the Account object"

salesforce_query_records

Query records with relationship support:

• Parent-to-child relationships
• Child-to-parent relationships
• Complex WHERE conditions
• Example: "Get all Accounts with their related Contacts"
• Note: For queries with GROUP BY or aggregate functions, use salesforce_aggregate_query

salesforce_aggregate_query

Execute aggregate queries with GROUP BY:

• GROUP BY single or multiple fields
• Aggregate functions: COUNT, COUNT_DISTINCT, SUM, AVG, MIN, MAX
• HAVING clauses for filtering grouped results
• Date/time grouping functions
• Example: "Count opportunities by stage" or "Find accounts with more than 10 opportunities"

salesforce_dml_records

Perform data operations:

• Insert new records
• Update existing records
• Delete records
• Upsert using external IDs
• Example: "Update status of multiple accounts"

salesforce_manage_object

Create and modify custom objects:

• Create new custom objects
• Update object properties
• Configure sharing settings
• Example: "Create a Customer Feedback object"

salesforce_manage_field

Manage object fields:

• Add new custom fields
• Modify field properties
• Create relationships
• Automatically grants Field Level Security to System Administrator by default
• Use grantAccessTo parameter to specify different profiles
• Example: "Add a Rating picklist

... View full README on GitHub