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Salesforce MCP Server

Created By
tsmztech7 months ago
An MCP (Model Context Protocol) server implementation that integrates Claude with Salesforce, enabling natural language interactions with your Salesforce data and metadata. This server allows Claude to query, modify, and manage your Salesforce objects and records using everyday language.
Content

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"

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 Example: "Add a Rating picklist field to 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 user@example.com" or "Retrieve recent logs for an admin user"

Server Config

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