Salesforce MCP Server

Model Context Protocol server for Salesforce integration - enables AI agents to securely access Salesforce data

Local serverstdioTypeScript

What is the Salesforce MCP server?

If you already use Salesforce, the salesforce mcp server is the piece that lets your assistant work with it directly. Model Context Protocol server for Salesforce integration - enables AI agents to securely access Salesforce data.

What the server does

A Model Context Protocol (MCP) server that provides AI agents with secure access to Salesforce data and operations. Built for sales, marketing, and executive teams to interact with their Salesforce CRM through natural language.

Available tools

The toolset is worth reading before you wire it up, because it tells you what the integration is really for:

  • Scripts — The Scripts tool exposed by this server

Installation

Installation goes through your MCP client rather than a global install: point it at from on npm and it is fetched when the client starts. The copy-paste blocks for Claude Desktop, Claude Code and Cursor are further down this page.

Credentials and setup notes

Configuration is passed through the environment: SALESFORCE_CLIENT_ID, SALESFORCE_CLIENT_SECRET, SALESFORCE_USERNAME, SALESFORCE_PASSWORD, SALESFORCE_SECURITY_TOKEN, SALESFORCE_READ_ONLY_MODE, SALESFORCE_LOGIN_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.

Where it fits

Among the developer tooling options, the useful question is rarely "what can it do" but "what does it cost you to run" — permissions, credentials, and how much of your context its toolset consumes. Salesforce's toolset — Scripts — is a fair guide to whether it matches your workflow. It is maintained by tomnagengast; 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.

Worth knowing first

  • It runs with your machine's permissions. That is convenient and also the reason to think about what you point it at before you approve a tool call.
  • Missing credentials fail quietly in some clients — if no tools show up, check the environment block first.
  • Keep per-call confirmation enabled while you learn its behaviour; it is the cheapest safeguard you have.

Available tools

ToolWhat it does
ScriptsThe Scripts tool exposed by this server.

How to install the Salesforce MCP server

**For local installation:**
```json
{
  "mcpServers": {
    "salesforce": {
      "command": "node",
      "args": ["/path/to/your/mcp-server-salesforce/dist/index.js"],
      "cwd": "/path/to/your/mcp-server-salesforce"
    }
  }
}

Configuration as documented by the project. Restart the client after saving.

Configuration

VariableDescriptionRequired
SALESFORCE_CLIENT_IDConfiguration value read at startup.Optional
SALESFORCE_CLIENT_SECRETCredential the server authenticates with.Yes
SALESFORCE_USERNAMEConfiguration value read at startup.Optional
SALESFORCE_PASSWORDConfiguration value read at startup.Optional
SALESFORCE_SECURITY_TOKENCredential the server authenticates with.Yes
SALESFORCE_READ_ONLY_MODEConfiguration value read at startup.Optional
SALESFORCE_LOGIN_URLEndpoint or connection string the server talks to.Yes

Example prompts to try

  • Use Salesforce to Scripts.

Frequently asked questions

The server starts in safe read-only mode. Only search and read tools are available. Set `SALESFORCE_READ_ONLY_MODE=false` to enable write operations.