Simple and lightweight Salesforce MCP server for connecting AI assistants to Salesforce data. Ideal for prototyping and small projects.
Simple and lightweight Salesforce MCP server for connecting AI assistants to Salesforce data. Ideal for prototyping and small projects. That is what the mcp salesforce lite mcp server brings to an AI assistant: the same capability, reachable through the Model Context Protocol rather than a separate app or dashboard.
This MCP (Model Context Protocol) server provides AI assistants like Claude with secure access to Salesforce data and operations. It implements the MCP standard to enable seamless integration between AI applications and Salesforce CRM.
The server publishes 7 tools. What each one is for:
soql_query — Execute SOQL queries (schema must be defined to carefully ask for confirmation of UPDATE and DELETE operations)search_records — Search records across multiple objects with limit and paginationget_record — Retrieve a specific record by ID with limit and paginationdescribe_object_definition — Get object metadata and field information with paginationlist_avail_objects — List available Salesforce objects with limit and paginationInstallation — The Installation tool exposed by this serverPrerequisites — 1. Register for PyPI Production: Go to https://pypi.org/account/register/ 2. Enable 2FA: Set up two-factor authentication in your accountInstallation goes through your MCP client rather than a global install: point it at mcp-salesforce-lite on PyPI and it is fetched when the client starts. The copy-paste blocks for Claude Desktop, Claude Code and Cursor are further down this page.
Configuration is passed through the environment: SALESFORCE_ACCESS_TOKEN, SALESFORCE_INSTANCE_URL. Treat anything key-shaped as a real credential — scope it to the minimum the server needs, and rotate it if it ever lands in a shared config.
Plenty of developer tooling servers cover similar ground. The differences that matter in practice are scope of access and how much setup stands between you and a working tool call. MCP Salesforce Lite's toolset — soql_query, search_records, get_record and 4 more — is a fair guide to whether it matches your workflow. It is maintained by luvl; worth a glance at recent repository activity before you build anything load-bearing on it.
SyncDev reviews every entry in this directory against the project's own documentation before publishing, and revisits them as servers change.
| Tool | What it does |
|---|---|
| soql_query | Execute SOQL queries (schema must be defined to carefully ask for confirmation of UPDATE and DELETE operations) |
| search_records | Search records across multiple objects with limit and pagination |
| get_record | Retrieve a specific record by ID with limit and pagination |
| describe_object_definition | Get object metadata and field information with pagination |
| list_avail_objects | List available Salesforce objects with limit and pagination |
| Installation | The Installation tool exposed by this server. |
| Prerequisites | 1. **Register for PyPI Production**: Go to https://pypi.org/account/register/ 2. **Enable 2FA**: Set up two-factor authentication in your account settings 3. **Create API Token**: Go to https://pypi.org/manage/account/to |
{
"mcpServers": {
"salesforce-lite": {
"command": "python",
"args": ["/ABSOLUTE/PATH/TO/mcp-salesforce-lite/src/mcp_salesforce_lite/server.py"],
"env": {
"SALESFORCE_ACCESS_TOKEN": "your_access_token",
"SALESFORCE_INSTANCE_URL": "your_instance_url"
}
}
}
}Configuration as documented by the project. Restart the client after saving.
| Variable | Description | Required |
|---|---|---|
| SALESFORCE_ACCESS_TOKEN | Credential the server authenticates with. | Yes |
| SALESFORCE_INSTANCE_URL | Endpoint or connection string the server talks to. | Yes |
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