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.
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.
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Check the linked publisher documentation and your connected client's tool list. Names and availability can vary with the server version and account permissions.
| 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 |
| create_record | Create new records (make sure to describe_object first, and find the reference fields of the objects) |
| update_record | Update existing records |
| delete_record | Delete records |
| describe_object_definition | Get object metadata and field information with pagination |
| list_avail_objects | List available Salesforce objects with limit and pagination |
{
"mcpServers": {
"salesforce-lite": {
"command": "uvx",
"args": [
"--from",
"mcp-salesforce-lite",
"mcp-salesforce-lite"
],
"env": {
"SALESFORCE_ACCESS_TOKEN": "YOUR_SALESFORCE_ACCESS_TOKEN",
"SALESFORCE_INSTANCE_URL": "your_instance_url"
}
}
}
}From the project documentation. Replace placeholders and example paths before connecting.
| Variable | Description | Required |
|---|---|---|
| SALESFORCE_ACCESS_TOKEN | Declared in the maintainer’s client configuration. | Check documentation |
| SALESFORCE_INSTANCE_URL | Declared in the maintainer’s client configuration. | Check documentation |
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