kazuki1213/salesforce-mcp-server

Salesforce MCP Server

A Model Context Protocol (MCP) server that enables Claude Desktop to interact with Salesforce through natural language commands.

🚀 Quick Start

1. Clone and Setup

git clone https://github.com/salesforce/mcp-server.git
cd salesforce-mcp-server
./setup.sh

2. The setup script will:

• Collect your Salesforce credentials
• Install dependencies
• Build the project
• Generate Claude Desktop configuration

3. Install in Claude Desktop

# macOS
cp claude_desktop_config.json ~/Library/Application\ Support/Claude/

# Windows
copy claude_desktop_config.json %APPDATA%\Claude\

# Linux
cp claude_desktop_config.json ~/.config/Claude/

4. Restart Claude Desktop and start using!

💬 Natural Language Examples

In Claude Desktop, you can now use natural language:

"Show me all accounts created this month"
"Create a new contact named John Doe for Acme Corp"
"Find opportunities closing this quarter"
"Update the phone number for contact Jane Smith to 555-1234"
"List accounts without any opportunities"

🔧 Available Tools

querySOQL

Execute SOQL queries or natural language searches:

"Show me all opportunities"
"SELECT Id, Name FROM Account LIMIT 10"
"Find contacts with email addresses"

getAccount

Retrieve account details by ID:

"Get account 001XX000003DHPl"

createContact

Create new contacts:

"Create contact John Doe with email john@example.com"

updateAccount

Update existing accounts:

"Update account 001XX000003DHPl set industry to Technology"

📋 Prerequisites

• Node.js 18 or higher
• Claude Desktop app
• Salesforce account with:
  • API access enabled
  • Security token (get from Setup → Personal Information → Reset Security Token)

🔐 Manual Setup

If you prefer manual setup:

1. Create .env file:

SF_INSTANCE_URL=https://login.salesforce.com
SF_USERNAME=your-email@example.com
SF_PASSWORD=your-password
SF_TOKEN=your-security-token

2. Install and build:

npm install
npm run build

3. Configure Claude Desktop: Edit claude_desktop_config.json with your credentials and absolute path to the server.

🤔 Troubleshooting

Connection Issues

• Invalid credentials: Check username/password in .env
• Missing security token: Reset in Salesforce Setup → Personal Information
• IP restrictions: Add your IP to Salesforce trusted ranges

Common Errors

• INVALID_SESSION_ID: Re-run setup.sh to refresh credentials
• INSUFFICIENT_ACCESS: Check API permissions for your Salesforce user
• UNABLE_TO_LOCK_ROW: Retry the operation

Debug Mode

Add to .env for detailed logs:

LOG_LEVEL=debug

📦 Resources

The server provides access to Salesforce metadata:

• salesforce://objects - List of available Salesforce objects
• salesforce://account-fields - Field definitions for Account object

📡 Architecture

┌─────────────────┐     ┌─────────────────┐     ┌──────────────┐
│ Claude Desktop  │────▶│  MCP Server     │────▶│  Salesforce  │
│                 │◀────│  (Node.js)      │◀────│  REST API    │
└─────────────────┘     └─────────────────┘     └──────────────┘
        ▲                        │
        │                        ▼
        │                 ┌─────────────┐
        └─────────────────│ Natural     │
                          │ Language    │
                          │ Processing  │
                          └─────────────┘

📚 Examples

Basic Queries

// In Claude Desktop:
"Show me all accounts"
"Find contacts without email"
"List opportunities closing this month"

Creating Records

"Create a contact named Jane Smith with email jane@example.com for account Acme Corp"
"Create an opportunity called 'Big Deal' for $50,000 closing next month"

Complex Queries

"Find accounts with open opportunities worth more than $100k"
"Show me contacts from companies in the technology industry"
"List all won opportunities from last quarter"

🤝 Contributing

Contributions welcome! Please:

1. Fork the repository
2. Create a feature branch
3. Submit a pull request

📄 License

MIT License - see for details.