salesforce-mcp-server by KirtiJha - MCP Server

Salesforce MCP Server

A comprehensive MCP (Model Context Protocol) server implementation that integrates Claude with Salesforce, providing 39 specialized tools for complete Salesforce management. This server enables natural language interactions with your entire Salesforce ecosystem - from data operations to advanced DevOps workflows.

⚡ Quick Start

HTTP Server (Recommended)

Start the HTTP server for immediate access:

npm run start:http

The server will be available at:

Health Check: http://localhost:3000/health
Tools List: http://localhost:3000/tools
Tool Execution: http://localhost:3000/tools/call (POST)

Traditional MCP Server

For traditional MCP protocol over stdio:

npm run start

🌐 HTTP API Configuration

Local Development

Add to your Claude Desktop configuration (~/Library/Application Support/Claude/claude_desktop_config.json):

{
  "mcpServers": {
    "salesforce-main": {
      "transport": {
        "type": "http",
        "url": "http://localhost:3000"
      },
      "headers": {
        "Authorization": "Bearer your-api-key-here"
      }
    }
  }
}

Remote Deployment

For production or remote deployment:

{
  "mcpServers": {
    "salesforce-main": {
      "transport": {
        "type": "http", 
        "url": "https://your-domain.com:3000"
      },
      "headers": {
        "Authorization": "Bearer your-secure-api-key"
      }
    }
  }
}

Environment Variables

Configure your Salesforce connection:

# Salesforce Authentication
SALESFORCE_USERNAME=your-username@company.com
SALESFORCE_PASSWORD=your-password
SALESFORCE_SECURITY_TOKEN=your-security-token
SALESFORCE_INSTANCE_URL=https://your-instance.salesforce.com

# HTTP Server Configuration
PORT=3000
API_KEY=your-secure-api-key

# Optional: Advanced Settings
SALESFORCE_API_VERSION=58.0
SALESFORCE_LOGIN_URL=https://login.salesforce.com

Docker Deployment

FROM node:18-alpine
WORKDIR /app
COPY package*.json ./
RUN npm install
COPY . .
RUN npm run build

EXPOSE 3000
CMD ["npm", "run", "start:http"]

docker build -t salesforce-mcp-server .
docker run -p 3000:3000 \
  -e SALESFORCE_USERNAME=your-username \
  -e SALESFORCE_PASSWORD=your-password \
  -e SALESFORCE_SECURITY_TOKEN=your-token \
  salesforce-mcp-server

Testing the HTTP Server

# Health check
curl http://localhost:3000/health

# List available tools
curl http://localhost:3000/tools

# Execute a tool
curl -X POST http://localhost:3000/tools/call \
  -H "Content-Type: application/json" \
  -H "Authorization: Bearer your-api-key" \
  -d '{
    "name": "salesforce_query_records",
    "arguments": {
      "objectName": "Account",
      "fields": ["Id", "Name", "Type"],
      "limit": 5
    }
  }'

Features Included

Core Data & Schema Management

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
Bulk Operations: Handle large datasets efficiently with Salesforce Bulk API
Data Import/Export: Transfer data in multiple formats (CSV, JSON, Excel)

Advanced Development & DevOps

Apex Code Management: Read, create, and update Apex classes and triggers
Anonymous Apex Execution: Run Apex code without creating permanent classes
Debug Log Management: Enable, disable, and retrieve debug logs for users
Test Execution: Run Apex tests and view code coverage reports
Static Code Analysis: Analyze code quality, security, and performance
Package Management: Create, install, and manage Salesforce packages
Sandbox Management: Create, refresh, and manage sandbox environments
Deployment Management: Monitor and manage deployments and change sets

User & Security Management

User Management: Create, update, deactivate users and reset passwords
Profile Management: Create, clone, and update user profiles
Permission Sets: Manage permission sets and assignments
Role Hierarchy: Create and manage role hierarchies
Field-Level Security: Manage field permissions across profiles
User Permission Analysis: View effective permissions for users

Workflow & Automation

Flow Management: List, activate, and deactivate Salesforce Flows
Workflow Rules: Manage and monitor workflow rule execution
Process Builder: Control Process Builder processes
Approval Processes: Manage approval process configurations
Automation Monitoring: View status of running processes and failed automation

Communication & Content

Email Management: Send emails using templates and track delivery
Email Templates: Create and manage email templates
File Management: Upload, download, share, and manage Salesforce files
Chatter Integration: Post, comment, and manage Chatter feeds
Knowledge Articles: Create, search, and manage Knowledge articles

Analytics & Monitoring

Performance Monitoring: Monitor org performance and system health
Error Monitoring: Track and analyze system errors and exceptions
Usage Analytics: Analyze user behavior and feature adoption
Audit Trail: Access setup changes and user activity logs
Login Forensics: Advanced security investigation and threat detection
Territory Management: Manage sales territories and assignments

Integration & External Systems

REST API Callouts: Test and manage external REST integrations
SOAP API Callouts: Handle SOAP web service integrations
Platform Events: Publish and manage platform events for real-time integration
Streaming API: Manage real-time data streaming and change data capture
Heroku Connect: Manage bi-directional data synchronization with PostgreSQL

Business Operations

Price Books: Manage product pricing and price book entries
Forecasting: Handle sales forecasting and quota management
Case Escalation: Manage case escalation rules and processes
Duplicate Management: Find and merge duplicate records
Data Backup: Schedule and manage data backups with restoration

Organization Management

Org Limits: Monitor API limits, storage, and feature usage
Dashboard Management: Manage dashboards and their components
Report Management: Create, run, and schedule reports
Connected Apps: Manage OAuth configurations and security settings
Scratch Orgs: Create and manage development environments

Intuitive Error Handling

Clear feedback with Salesforce-specific error details
Comprehensive logging and debugging capabilities
Graceful error recovery with meaningful messages

Installation

Local Development

# Clone and install
git clone https://github.com/kirtijha/salesforce-mcp-server.git
cd salesforce-mcp-server
npm install
npm run build

# Start HTTP server
npm run start:http

Global Installation

npm install -g @kirtijha/salesforce-mcp-server

Production Deployment

# Using PM2 for process management
npm install pm2 -g
pm2 start "npm run start:http" --name salesforce-mcp-server
pm2 save
pm2 startup

Tools (39 Total)

Core Data & Schema Management

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_search_all

Search across multiple objects:

SOSL-based search
Multiple object support
Field snippets
Example: "Search for 'cloud' across Accounts and Opportunities"

Object & Field Management

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
Example: "Grant System Administrator access to Custom_Field__c on Account"

Data Management & Operations

salesforce_bulk_operations

Perform bulk operations on large datasets:

Insert, update, delete, upsert operations for thousands of records
Export large datasets using Bulk API
Optimized for high-volume data processing
Example: "Bulk insert 10,000 accounts from CSV data"

salesforce_data_export

Export Salesforce data to various formats:

CSV, JSON, and Excel export options
Custom filtering and sorting
Large dataset support with relationship fields
Example: "Export all opportunities to CSV with custom fields"

salesforce_data_import

Import data into Salesforce from various formats:

CSV and JSON import with validation
Duplicate detection and error handling
Batch processing with detailed error reporting
Example: "Import contacts from CSV with validation"

salesforce_manage_duplicates

Find and merge duplicate records:

Identify potential duplicates using matching rules
Merge duplicate records with field mapping
Configure duplicate detection rules
Example: "Find and merge duplicate accounts by name"

salesforce_data_backup

Backup critical Salesforce data:

Create full or incremental backups
Schedule automated backups
Export data in multiple formats with restoration capabilities
Example: "Backup all Account data with weekly scheduling"

Development & Code Management

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"

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"

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 user@example.com"

Testing & Quality Assurance

salesforce_test_execution

Execute Apex tests and view code coverage:

Run specific test classes or all tests
View detailed test execution results
Check code coverage reports for classes
Example: "Run all tests and show coverage for AccountService class"

salesforce_static_analysis

Perform static analysis on Salesforce code:

Analyze code quality, security, and performance issues
Support for Apex classes, triggers, flows, and configurations
Generate detailed reports with severity levels
Example: "Analyze security issues in all Apex classes"

User & Security Management

salesforce_manage_users

Manage Salesforce users:

Create new users with profiles and roles
Update user details, profiles, roles
Deactivate users safely
Reset passwords with email notifications
Example: "Create new sales users with Sales User profile"

salesforce_manage_profiles

Manage user profiles:

Create new custom profiles
Clone existing profiles with modifications
Update profile settings and permissions
Query profiles and their permissions
Example: "Clone Standard User profile to create Sales Manager profile"

salesforce_manage_permission_sets

Manage permission sets:

Create permission sets with specific permissions
Assign/unassign permission sets to users
Update permission set permissions
Query permission sets and assignments
Example: "Create API Access permission set and assign to integration users"

salesforce_manage_roles

Manage role hierarchy:

Create new roles in the hierarchy
Update role details and hierarchy structure
Query roles and hierarchy relationships
Assign roles to users
Example: "Create Sales Manager role under VP Sales"

salesforce_view_user_permissions

View effective permissions for users:

Check user's profile permissions
List assigned permission sets
View object and field-level permissions
Analyze effective permissions from all sources
Example: "Check all permissions for user@example.com"

Workflow & Automation

salesforce_manage_flows

Manage Salesforce Flows:

List all flows with status information
Get flow details and versions
Activate or deactivate flows
View flow execution history
Example: "List all active flows" or "Deactivate problematic flow"

salesforce_manage_workflow_rules

Manage Workflow Rules:

List all workflow rules with execution details
Get workflow rule configuration and actions
View workflow rule execution history
Example: "List all active workflow rules for Account object"

salesforce_manage_process_builder

Manage Process Builder processes:

List Process Builder processes with status
Activate or deactivate processes
Get detailed process information
Example: "Activate lead conversion process"

salesforce_manage_approval_processes

Manage approval processes:

List approval processes for objects
Get detailed approval process configuration
Activate or deactivate approval processes
Example: "List all Account approval processes"

salesforce_view_automation_status

Monitor automation status and performance:

View currently running processes and flows
Check failed automation with error details
Get automation performance statistics
Monitor automation queue depth
Example: "Check failed flows today" or "View running approval processes"

Communication & Content Management

salesforce_send_emails

Send emails through Salesforce:

Send individual or mass emails
Use email templates with merge fields
Track email delivery and opens
Send from specific users or org-wide addresses
Example: "Send welcome email to new customers using template"

salesforce_manage_email_templates

Manage email templates:

List all email templates by type/folder
Create new email templates (Classic or Lightning)
Update existing templates
Get template content and metadata
Example: "Create welcome email template with dynamic fields"

salesforce_file_management

Manage Salesforce Files and Content:

Upload files to Salesforce (base64 encoded)
Download file content
Share files with users or groups
List and manage files with metadata
Example: "Upload document and share with sales team"

salesforce_chatter_posts

Manage Chatter posts and feeds:

Create new Chatter posts to feeds
Comment on existing posts
Like or unlike posts
Manage Chatter groups
Example: "Post to company feed" or "Create team group"

salesforce_knowledge_articles

Manage Knowledge articles:

Create new knowledge articles
Search articles by keywords or categories
Update and publish articles
Manage article categories and versions
Example: "Create FAQ article" or "Search support articles"

Analytics & Monitoring

salesforce_performance_monitoring

Monitor org performance and system health:

Check system performance metrics
Monitor API usage and limits
Analyze storage usage and processing times
Monitor concurrent user sessions
Example: "Check API limits" or "Monitor storage usage"

salesforce_error_monitoring

Monitor and analyze errors:

View recent errors and exceptions
Analyze debug log errors
Track error patterns over time
Monitor system-level problems
Example: "View recent exceptions" or "Analyze error trends"

salesforce_usage_analytics

Analyze user behavior and feature adoption:

Track user login patterns and activity
Analyze feature usage across the organization
Generate adoption reports and insights
Monitor user engagement metrics
Example: "Show feature adoption trends" or "Analyze user login patterns"

salesforce_audit_trail

Access audit trail data:

View setup changes and field history
Track user activities and data changes
Export audit data for compliance
Generate compliance reports
Example: "Show setup changes last month" or "Export audit trail"

salesforce_login_forensics

Advanced security investigation:

Analyze authentication patterns
Detect security threats and anomalies
Geographic analysis of logins
Device tracking and behavior analysis
Example: "Investigate suspicious login patterns" or "Analyze failed login attempts"

Territory & Sales Management

salesforce_territory_management

Manage Territory Management 2.0:

View territory hierarchy and structure
Assign/remove users from territories
Manage account-territory assignments
View territory performance metrics
Example: "View territory structure" or "Assign users to territories"

salesforce_forecasting

Handle sales forecasting:

Manage forecast categories and quotas
View forecast data and adjustments
Configure forecasting settings
Generate forecast reports
Example: "View quarterly forecast data" or "Update sales quotas"

salesforce_price_books

Manage product pricing:

Create and manage price books
Add/update price book entries
Configure product pricing strategies
Manage standard and custom price books
Example: "Create regional price book" or "Update product pricing"

Business Process Management

salesforce_case_escalation

Manage case escalation:

Configure escalation rules and criteria
Monitor escalated cases
Manage escalation milestones and actions
Track escalation performance
Example: "Configure priority case escalation" or "Monitor escalated cases"

Integration & External Systems

salesforce_rest_callouts

Manage REST API callouts:

Test REST endpoints from Salesforce
View callout logs and responses
Manage named credentials for authentication
Check rate limits and analyze errors
Example: "Test external API" or "View callout logs"

salesforce_soap_callouts

Manage SOAP web service callouts:

Generate Apex classes from WSDL
Make SOAP calls with authentication
Handle SOAP headers and fault handling
Parse WSDL and manage certificates
Example: "Generate classes from WSDL" or "Make authenticated SOAP call"

salesforce_platform_events

Manage Platform Events:

Publish custom platform events
View event definitions and logs
Monitor event volume and limits
Manage Change Data Capture events
Example: "Publish custom event" or "Monitor event volume"

salesforce_streaming_api

Manage Streaming API:

Create and manage PushTopics
Subscribe to Change Data Capture
Handle Platform Events and Generic Events
Configure replay settings
Example: "Create PushTopic for Account changes" or "Subscribe to opportunity updates"

salesforce_heroku_connect

Manage Heroku Connect integration:

Set up bi-directional data synchronization
Configure object mapping between Salesforce and PostgreSQL
Monitor sync status and performance
Manage data transformations
Example: "Set up account sync to PostgreSQL" or "Monitor sync performance"

DevOps & Environment Management

salesforce_package_management

Manage packages and versions:

List all packages in the org
Create new package versions
Install/uninstall packages
Get detailed package information
Example: "List all packages" or "Install managed package"

salesforce_manage_sandboxes

Manage sandbox environments:

List all sandboxes with status
Create new sandboxes
Refresh existing sandboxes
Check sandbox creation/refresh status
Example: "Create developer sandbox" or "Refresh staging environment"

salesforce_scratch_orgs

Manage scratch orgs for development:

Create and delete scratch orgs
Push/pull source code
Deploy metadata and run tests
Manage scratch org users
Example: "Create scratch org for feature development" or "Deploy code to scratch org"

salesforce_deployment_status

Monitor deployment operations:

Check deployment status and history
Validate deployments before execution
Cancel running deployments
View detailed deployment results
Example: "Check current deployment status" or "Validate change set"

salesforce_change_sets

Manage change sets for deployment:

Create and configure change sets
Add/remove components from change sets
Deploy change sets between orgs
Monitor change set status
Example: "Create change set for metadata deployment" or "Deploy to production"

salesforce_connected_apps

Manage connected apps:

List and configure connected apps
Manage OAuth settings and policies
Configure IP restrictions and certificates
View app analytics and refresh tokens
Example: "Configure OAuth app" or "Set IP restrictions"

Organization Management

salesforce_org_limits

Check organization limits and usage:

Monitor API call limits and usage
Check data and file storage limits
View custom object and field limits
Monitor user license usage
Example: "Check API usage" or "Monitor storage consumption"

salesforce_manage_dashboards

Manage dashboards and components:

List available dashboards with details
View dashboard components and metadata
Refresh dashboard data
Manage dashboard sharing and subscriptions
Example: "List all dashboards" or "Refresh sales dashboard"

salesforce_manage_reports

Manage reports:

List reports by folder/type
Run reports and get results
Create basic report structures
Schedule automated reports
Example: "Run opportunity pipeline report" or "Schedule weekly sales report"

Advanced Analytics

salesforce_analytics_queries

Execute advanced analytics queries:

Run complex analytical queries
Access Einstein Analytics data
Perform statistical analysis
Generate business intelligence reports
Example: "Run advanced sales analytics" or "Generate KPI dashboard data"

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 user@example.com" or "Retrieve recent logs for an admin user"

Installation

npm install -g @kirtijha/salesforce-mcp-server

Salesforce Authentication

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

1. Username/Password Authentication (Default)

Set up your Salesforce credentials
Get your security token (Reset from Salesforce Settings)

2. OAuth 2.0 Client Credentials Flow

Create a Connected App in Salesforce
Enable OAuth settings and select "Client Credentials Flow"
Set appropriate scopes (typically "api" is sufficient)
Save the Client ID and Client Secret
Important: Note your instance URL (e.g., https://your-domain.my.salesforce.com) as it's required for authentication

Usage with Claude Desktop

Add to your claude_desktop_config.json:

For Username/Password Authentication:

{
  "mcpServers": {
    "salesforce": {
      "command": "npx",
      "args": ["-y", "@kirtijha/salesforce-mcp-server"],
      "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", "@kirtijha/salesforce-mcp-server"],
      "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.

Example Usage

Core Data Operations

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"

Data Management

Bulk Operations

"Bulk insert 10,000 accounts from CSV data"
"Update all opportunities in California region"
"Export all contacts to Excel with custom fields"
"Import leads from JSON with duplicate detection"

Data Quality

"Find duplicate accounts by name and email"
"Merge duplicate contacts preserving latest data"
"Backup all opportunity data with relationships"
"Schedule weekly backup of critical customer data"

Development & DevOps

Apex Code Management

"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"

Testing & Quality

"Run all tests and show coverage for AccountService class"
"Analyze security issues in all Apex classes"
"Check code complexity for triggers"
"Generate test coverage report for custom classes"

Environment Management

"Create developer sandbox for feature testing"
"Deploy change set to staging environment"
"Create scratch org with custom configurations"
"Monitor deployment status and validate changes"

User & Security Management

User Administration

"Create new sales users with Sales User profile"
"Clone Standard User profile to create custom Sales Manager profile"
"Grant System Administrator access to Custom_Field__c on Account"
"View all permissions for user@example.com"

Security & Permissions

"Create API Access permission set for integration users"
"Assign Sales Manager role to regional managers"
"Revoke field access for specific profiles"
"Audit user permissions across all profiles"

Workflow & Automation

Process Management

"List all active flows in the organization"
"Activate lead conversion process"
"Monitor failed automation processes today"
"Check approval process configuration for expenses"

Business Rules

"Configure case escalation rules for priority cases"
"Set up territory assignments for new sales regions"
"Create workflow rule for opportunity notifications"
"Manage price book entries for regional pricing"

Analytics & Monitoring

Performance & Health

"Check API usage and limits for this month"
"Monitor storage consumption across all objects"
"Analyze error trends over the last week"
"View system performance metrics"

User Analytics

"Show feature adoption trends across the organization"
"Analyze user login patterns for security audit"
"Generate compliance report for audit trail"
"Track knowledge article usage statistics"

Communication & Content

Email & Templates

"Send welcome email to new customers using template"
"Create dynamic email template with merge fields"
"Schedule weekly newsletter to all leads"
"Track email delivery rates and engagement"

Content Management

"Upload product documentation and share with sales team"
"Create FAQ knowledge article for support"
"Post quarterly results to company Chatter feed"
"Manage file permissions for sensitive documents"

Integration & External Systems

API Integration

"Test external REST API endpoint with authentication"
"Configure SOAP callout for legacy system integration"
"Publish platform event for real-time data sync"
"Set up Heroku Connect for PostgreSQL synchronization"

Real-time Data

"Create PushTopic for Account changes"
"Subscribe to opportunity updates via Streaming API"
"Monitor platform event volume and performance"
"Configure Change Data Capture for critical objects"

Advanced Operations

Custom Object Management

"Create a Customer Feedback object with rating fields"
"Add a Status picklist field to Custom_Object__c"
"Update sharing settings for the Service Request object"
"Configure field-level security for sensitive data"

Advanced Analytics

"Run advanced sales analytics with forecasting data"
"Generate KPI dashboard data for executive reporting"
"Analyze territory performance with quota attainment"
"Create complex analytical queries for business intelligence"

Development

Building from source

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

# Navigate to directory
cd salesforce-mcp-server

# 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.