A Salesforce connector MCP Server.
A Salesforce connector 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.
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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 |
|---|---|
| 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 |
| 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 |
| 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 diffe |
| salesforce_manage_field_permissions | Manage Field Level Security (Field Permissions): * Grant or revoke read/edit access to fields for specific profiles * View current field permissions * Bulk update permissions for multiple profiles * Useful for managing p |
| salesforce_search_all | Search across multiple objects: * SOSL-based search * Multiple object support * Field snippets * Example: "Search for 'cloud' across Accounts and Opportunities" |
| salesforce_read_apex | Read Apex classes: * Get full source code of specific classes * List classes matching name patterns * View class metadata (API version, status, etc.) * Support for wildcards (* and ?) in name patterns * Example: "Show me |
| salesforce_write_apex | Create and update Apex classes: * Create new Apex classes * Update existing class implementations * Specify API versions * Example: "Create a new Apex class for handling account operations" |
| salesforce_read_apex_trigger | Read Apex triggers: * Get full source code of specific triggers * List triggers matching name patterns * View trigger metadata (API version, object, status, etc.) * Support for wildcards (* and ?) in name patterns * Exam |
| salesforce_write_apex_trigger | Create and update Apex triggers: * Create new Apex triggers for specific objects * Update existing trigger implementations * Specify API versions and event operations * Example: "Create a new trigger for the Account obje |
| salesforce_execute_anonymous | Execute anonymous Apex code: * Run Apex code without creating a permanent class * View debug logs and execution results * Useful for data operations not directly supported by other tools * Example: "Execute Apex code to |
claude mcp add server-salesforce --env SALESFORCE_CONNECTION_TYPE=your-value --env SALESFORCE_USERNAME=your-value --env SALESFORCE_PASSWORD=your-value --env SALESFORCE_TOKEN=your-value --env SALESFORCE_INSTANCE_URL=your-value --env SALESFORCE_CLIENT_ID=your-value --env SALESFORCE_CLIENT_SECRET=your-value -- npx -y @tsmztech/mcp-server-salesforce| Variable | Description | Required |
|---|---|---|
| SALESFORCE_CONNECTION_TYPE | Configuration value read at startup. | Optional |
| SALESFORCE_USERNAME | Configuration value read at startup. | Optional |
| SALESFORCE_PASSWORD | Configuration value read at startup. | Optional |
| SALESFORCE_TOKEN | Credential the server authenticates with. | Yes |
| SALESFORCE_INSTANCE_URL | Endpoint or connection string the server talks to. | Yes |
| SALESFORCE_CLIENT_ID | Configuration value read at startup. | Optional |
| SALESFORCE_CLIENT_SECRET | Credential the server authenticates with. | Yes |
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# Salesforce MCP Sample Integration This project provides a basic example of integrating with Salesforce using the Model Context Protocol (MCP). It