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MCP Salesforce Server

@AiondaDotCom

Repository

About MCP Salesforce Server

🚀 Complete MCP (Model Context Protocol) server for Salesforce integration with Claude Desktop. Provides seamless OAuth authentication, universal CRUD operations on any Salesforce object.

#nodejs#macos#linux#oauth#mcp#keychain#crm#salesforce#api-integration#claude-desktop#model-context-protocol

Config

Add this server to your MCP-compatible client using the configuration below.

{
  "mcpServers": {
    "salesforce": {
      "command": "npx",
      "args": [
        "@aiondadotcom/mcp-salesforce"
      ],
      "env": {
        "SALESFORCE_CLIENT_ID": "your-client-id",
        "SALESFORCE_CLIENT_SECRET": "your-client-secret",
        "SALESFORCE_INSTANCE_URL": "https://yourorg.salesforce.com"
      }
    }
  }
}

Tools

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Overview

What is MCP Salesforce Server?

An MCP server that provides seamless Salesforce integration via OAuth authentication, enabling AI assistants like Claude to interact with any Salesforce organization through a secure, generic interface.

How to use MCP Salesforce Server?

Install via NPX (npx @aiondadotcom/mcp-salesforce) or clone the repository for development. Configure environment variables (SALESFORCE_CLIENT_ID, SALESFORCE_CLIENT_SECRET, SALESFORCE_INSTANCE_URL) and add the server to your MCP client configuration. Claude automatically handles OAuth authentication on first use.

Key features of MCP Salesforce Server

  • Seamless OAuth authentication with automatic token refresh.
  • Zero manual setup – Claude handles OAuth flow transparently.
  • Works with any Salesforce org, including custom objects.
  • Smart installation learning – analyzes all objects and fields.
  • Full CRUD operations on any Salesforce record.
  • Comprehensive backup system with file and schema support.
  • Point-in-time data recovery via the Time Machine feature.

Use cases of MCP Salesforce Server

  • Verify and update account addresses in Salesforce.
  • Query recent contacts or opportunities using SOQL.
  • Create, update, or delete any Salesforce records.
  • Explore Salesforce schema and learn custom objects.
  • Perform full or incremental backups of data and files.

FAQ from MCP Salesforce Server

What are the runtime requirements?

Node.js 18+ and macOS are required for secure token storage.

How do I set up Salesforce OAuth?

Create a Connected App in Salesforce with OAuth enabled, copy the Consumer Key and Secret, and set them as environment variables.

Do I need to run any manual OAuth flows?

No. Claude automatically triggers the OAuth flow when authentication is needed.

What does the salesforce_learn tool do?

It analyzes your complete Salesforce installation (objects, fields, relationships) and stores the information locally for intelligent assistance.

Does the backup include files and documents?

Yes. It backs up ContentVersions, Attachments, Documents, and all object data with complete schema information.

Frequently asked questions

What are the runtime requirements?

Node.js 18+ and macOS are required for secure token storage.

How do I set up Salesforce OAuth?

Create a Connected App in Salesforce with OAuth enabled, copy the Consumer Key and Secret, and set them as environment variables.

Do I need to run any manual OAuth flows?

No. Claude automatically triggers the OAuth flow when authentication is needed.

What does the `salesforce_learn` tool do?

It analyzes your complete Salesforce installation (objects, fields, relationships) and stores the information locally for intelligent assistance.

Does the backup include files and documents?

Yes. It backs up ContentVersions, Attachments, Documents, and all object data with complete schema information.

Comments

Basic information

Category

Data & Analytics

License

BSD-2-Clause license

Transports

stdio

Author

AiondaDotCom

Submitted by

Stephan Ferraro

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