Salesforce-MCP-Server

5p875v6f46-ai/Salesforce-MCP-Server

3.1

If you are the rightful owner of Salesforce-MCP-Server and would like to certify it and/or have it hosted online, please leave a comment on the right or send an email to dayong@mcphub.com.

This document provides a structured summary of the Salesforce MCP Server, which facilitates programmatic access to Salesforce metadata.

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README.md - Salesforce MCP Server

Overview

This Salesforce MCP (Model Context Protocol) server provides programmatic access to Salesforce metadata through a standardized interface. It enables Claude and other AI applications to discover and interact with Salesforce org structure, objects, fields, and relationships.

Features

✅ OAuth2 Authentication - Secure credential handling ✅ Object Metadata Retrieval - List all objects with properties ✅ Field-Level Metadata - Access detailed field definitions ✅ Custom Object Discovery - Identify and explore custom objects ✅ Metadata Caching - 60-minute TTL with 90%+ API reduction ✅ Batch Operations - Process multiple objects efficiently ✅ Field Analytics - Statistics and categorization ✅ SOQL Query Builder - Programmatic query construction ✅ Multi-Format Export - Markdown, CSV, JSON support ✅ Comprehensive Error Handling - Production-ready reliability

Quick Start

Installation

pip install -r requirements.txt

Configuration

cp .env.example .env
# Edit .env with your Salesforce credentials

Running

python salesforce_mcp.py

Available Tools

configure_salesforce

Initialize OAuth2 connection with Salesforce credentials.

get_salesforce_objects

Retrieve metadata for all objects (standard and custom).

get_object_metadata

Get comprehensive metadata for a specific object including fields and relationships.

get_object_fields

Extract detailed field-level metadata with types, permissions, and constraints.

get_custom_objects

Identify and retrieve metadata for all custom objects.

Security

  • OAuth2 with standard flows
  • No hardcoded credentials
  • Environment variable isolation
  • HTTPS/TLS ready
  • Comprehensive audit logging

Use Cases

  • Org documentation generation
  • Impact analysis for changes
  • Integration planning
  • Data governance and audits
  • AI-powered consulting

Documentation

See the included markdown files for detailed documentation:

  • QUICKSTART.md - 5-minute setup guide
  • SETUP_GUIDE.md - Complete configuration
  • CLAUDE_INTEGRATION.md - Using with Claude
  • DEVELOPMENT_ROADMAP.md - Future enhancements

License

[Your License]