mcp-server-salesforce-insurance

bruteforce17/mcp-server-salesforce-insurance

3.3

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A specialized MCP server for insurance companies using Salesforce, integrating with Claude Desktop and Cursor for natural language insurance policy management.

Tools

  1. salesforce_search_objects

    Search for standard and custom objects by partial name matches.

  2. salesforce_describe_object

    Get detailed object schema information including field definitions and relationships.

  3. salesforce_query_records

    Query records with relationship support and complex WHERE conditions.

  4. salesforce_aggregate_query

    Execute aggregate queries with GROUP BY and aggregate functions.

  5. salesforce_dml_records

    Perform data operations like insert, update, delete, and upsert records.

Salesforce Insurance MCP Server

A specialized MCP (Model Context Protocol) server implementation designed for insurance companies and professionals working with Salesforce. This server integrates with both Claude Desktop and Cursor through Salesforce's Product Catalog Management (PCM) system, enabling natural language interactions for designing and managing comprehensive insurance policies, alongside standard Salesforce data operations.

Built specifically for the insurance industry, this server allows users to create, modify, and manage complex insurance policies with coverage options, pricing models, eligibility criteria, and policy terms using everyday language. It leverages Salesforce's enterprise-grade Product Catalog Management Business APIs to provide robust insurance policy design capabilities while maintaining full access to standard Salesforce object and data management functionality.

Compatible with both Claude Desktop and Cursor, this MCP server brings enterprise-grade insurance policy management capabilities to your preferred AI-powered development environment.

Features

  • Cross-Platform Compatibility: Works seamlessly with both Claude Desktop and Cursor
  • Insurance Policy Design: Create and manage comprehensive insurance policies using Salesforce Product Catalog Management (PCM)
  • Object and Field Management: Create and modify custom objects and fields using natural language
  • Smart Object Search: Find Salesforce objects using partial name matches
  • Detailed Schema Information: Get comprehensive field and relationship details for any object
  • Flexible Data Queries: Query records with relationship support and complex filters
  • Data Manipulation: Insert, update, delete, and upsert records with ease
  • Cross-Object Search: Search across multiple objects using SOSL
  • Apex Code Management: Read, create, and update Apex classes and triggers
  • Intuitive Error Handling: Clear feedback with Salesforce-specific error details

Installation

npm install -g https://github.com/bruteforce17/mcp-server-salesforce-insurance

Tools

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 BY or aggregate functions, use salesforce_aggregate_query

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
  • Example: "Count opportunities by stage" or "Find accounts with more than 10 opportunities"

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 different profiles
  • Example: "Add a Rating picklist field to Account"

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 permissions after field creation or for existing fields
  • Example: "Grant System Administrator access to Custom_Field__c on Account"

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 the AccountController class" or "Find all classes matching AccountCont"

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
  • Example: "Show me the AccountTrigger" or "Find all triggers for Contact object"

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 object" or "Update the Lead trigger"

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 calculate account metrics" or "Run a script to update related records"

salesforce_manage_debug_logs

Manage debug logs for Salesforce users:

  • Enable debug logs for specific users
  • Disable active debug log configurations
  • Retrieve and view debug logs
  • Configure log levels (NONE, ERROR, WARN, INFO, DEBUG, FINE, FINER, FINEST)
  • Example: "Enable debug logs for " or "Retrieve recent logs for an admin user"

insurance_policy_design

Design and manage comprehensive insurance policies using Salesforce Product Catalog Management (PCM):

  • Policy Creation: Create new insurance policies with complete coverage options and pricing models
  • Policy Management: List, clone, and modify existing insurance policies
  • Coverage Configuration: Define coverage types, limits, deductibles, and optional coverage
  • Pricing Models: Set up complex pricing with base premiums, factors, and discount structures
  • Eligibility Criteria: Configure age, credit score, geographic, and industry restrictions
  • Policy Terms: Define term lengths, renewal types, payment frequencies, and cancellation policies
  • Custom Fields: Add custom fields with various types (text, number, date, picklist, etc.)
  • Product Catalog Integration: Leverages Salesforce PCM Business APIs for enterprise-grade policy management
  • Policy Types: Supports AUTO, HOME, LIFE, HEALTH, COMMERCIAL, and UMBRELLA insurance policies
  • Example: "Create a comprehensive auto insurance policy with multiple coverage options and tiered pricing"

Setup

Salesforce Authentication

You can connect to Salesforce using one of two authentication methods:

1. Username/Password Authentication (Default)
  1. Set up your Salesforce credentials
  2. Get your security token (Reset from Salesforce Settings)
2. OAuth 2.0 Client Credentials Flow
  1. Create a Connected App in Salesforce
  2. Enable OAuth settings and select "Client Credentials Flow"
  3. Set appropriate scopes (typically "api" is sufficient)
  4. Save the Client ID and Client Secret
  5. Important: Note your instance URL (e.g., https://your-domain.my.salesforce.com) as it's required for authentication

Usage with Claude Desktop and Cursor

This MCP server can be integrated with both Claude Desktop and Cursor for enhanced insurance policy management capabilities.

Claude Desktop Configuration

Add to your claude_desktop_config.json:

For Username/Password Authentication:
{
  "mcpServers": {
    "salesforce": {
      "command": "npx",
      "args": ["-y", "https://github.com/bruteforce17/mcp-server-salesforce-insurance"],
      "env": {
        "SALESFORCE_CONNECTION_TYPE": "User_Password",
        "SALESFORCE_USERNAME": "your_username",
        "SALESFORCE_PASSWORD": "your_password",
        "SALESFORCE_TOKEN": "your_security_token",
        "SALESFORCE_INSTANCE_URL": "org_url"        // Optional. Default value: https://login.salesforce.com
      }
    }
  }
}
For OAuth 2.0 Client Credentials Flow:
{
  "mcpServers": {
    "salesforce": {
      "command": "npx",
      "args": ["-y", "https://github.com/bruteforce17/mcp-server-salesforce-insurance"],
      "env": {
        "SALESFORCE_CONNECTION_TYPE": "OAuth_2.0_Client_Credentials",
        "SALESFORCE_CLIENT_ID": "your_client_id",
        "SALESFORCE_CLIENT_SECRET": "your_client_secret",
        "SALESFORCE_INSTANCE_URL": "https://your-domain.my.salesforce.com"  // REQUIRED: Must be your exact Salesforce instance URL
      }
    }
  }
}

Note: For OAuth 2.0 Client Credentials Flow, the SALESFORCE_INSTANCE_URL must be your exact Salesforce instance URL (e.g., https://your-domain.my.salesforce.com). The token endpoint will be constructed as <instance_url>/services/oauth2/token.

Cursor Configuration

For Cursor, create an mcp.json file under the /.cursor folder in your repository and add the MCP server configuration:

File Location: your-project/.cursor/mcp.json

Screenshot showing the Salesforce MCP server enabled in Cursor's Tools & Integrations settings

Username/Password Authentication:
{
  "mcp": {
    "servers": {
      "salesforce-insurance": {
        "command": "npx",
        "args": ["-y", "https://github.com/bruteforce17/mcp-server-salesforce-insurance"],
        "env": {
          "SALESFORCE_CONNECTION_TYPE": "User_Password",
          "SALESFORCE_USERNAME": "your_username",
          "SALESFORCE_PASSWORD": "your_password",
          "SALESFORCE_TOKEN": "your_security_token",
          "SALESFORCE_INSTANCE_URL": "org_url"
        }
      }
    }
  }
}
OAuth 2.0 Client Credentials Flow:
{
  "mcp": {
    "servers": {
      "salesforce-insurance": {
        "command": "npx",
        "args": ["-y", "https://github.com/bruteforce17/mcp-server-salesforce-insurance"],
        "env": {
          "SALESFORCE_CONNECTION_TYPE": "OAuth_2.0_Client_Credentials",
          "SALESFORCE_CLIENT_ID": "your_client_id",
          "SALESFORCE_CLIENT_SECRET": "your_client_secret",
          "SALESFORCE_INSTANCE_URL": "https://your-domain.my.salesforce.com"
        }
      }
    }
  }
}

Example Usage

Searching Objects

"Find all objects related to Accounts"
"Show me objects that handle customer service"
"What objects are available for order management?"

Getting Schema Information

"What fields are available in the Account object?"
"Show me the picklist values for Case Status"
"Describe the relationship fields in Opportunity"

Querying Records

"Get all Accounts created this month"
"Show me high-priority Cases with their related Contacts"
"Find all Opportunities over $100k"

Aggregate Queries

"Count opportunities by stage"
"Show me the total revenue by account"
"Find accounts with more than 10 opportunities"
"Calculate average deal size by sales rep and quarter"
"Get the number of cases by priority and status"

Managing Custom Objects

"Create a Customer Feedback object"
"Add a Rating field to the Feedback object"
"Update sharing settings for the Service Request object"

Examples with Field Level Security:

# Default - grants access to System Administrator automatically
"Create a Status picklist field on Custom_Object__c"

# Custom profiles - grants access to specified profiles
"Create a Revenue currency field on Account and grant access to Sales User and Marketing User profiles"

Managing Field Permissions

"Grant System Administrator access to Custom_Field__c on Account"
"Give read-only access to Rating__c field for Sales User profile"
"View which profiles have access to the Custom_Field__c"
"Revoke field access for specific profiles"

Searching Across Objects

"Search for 'cloud' in Accounts and Opportunities"
"Find mentions of 'network issue' in Cases and Knowledge Articles"
"Search for customer name across all relevant objects"

Managing Apex Code

"Show me all Apex classes with 'Controller' in the name"
"Get the full code for the AccountService class"
"Create a new Apex utility class for handling date operations"
"Update the LeadConverter class to add a new method"

Managing Apex Triggers

"List all triggers for the Account object"
"Show me the code for the ContactTrigger"
"Create a new trigger for the Opportunity object"
"Update the Case trigger to handle after delete events"

Executing Anonymous Apex Code

"Execute Apex code to calculate account metrics"
"Run a script to update related records"
"Execute a batch job to process large datasets"

Managing Debug Logs

"Enable debug logs for user@example.com"
"Retrieve recent logs for an admin user"
"Disable debug logs for a specific user"
"Configure log level to DEBUG for a user"

Insurance Policy Design and Management

"Create a comprehensive auto insurance policy with liability, comprehensive, and collision coverage"
"Design a home insurance policy with multiple coverage options and tiered pricing"
"List all existing insurance policies and their details"
"Clone the Standard Auto Policy and modify it for high-risk drivers"
"Create a life insurance policy with age-based pricing factors"
"Design a commercial insurance policy with industry-specific restrictions"
"Add custom fields to track policy-specific information"
"Set up discount structures for multi-policy customers"

Development

Building from source

# Clone the repository
git clone https://github.com/bruteforce17/mcp-server-salesforce-insurance.git

# Navigate to directory
cd mcp-server-salesforce-insurance

# Install dependencies
npm install

# Build the project
npm run build

Contributing

Contributions are welcome! Feel free to submit a Pull Request.

License

This project is licensed under the MIT License - see the file for details.

Issues and Support

If you encounter any issues or need support, please file an issue on the GitHub repository.