salesforce-mcp-server

This repository provides a Model Context Protocol (MCP) server that enables Claude Desktop to interact with Salesforce data, specifically querying Account information. It requires Node.js, Salesforce CLI, and Claude Desktop.

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Salesforce MCP Server

This project implements a Model Context Protocol (MCP) server to integrate Salesforce with Claude Desktop, enabling interaction with Salesforce data. Currently, it supports querying Account information from a Salesforce organization.

Prerequisites

  • Node.js v16+
  • Salesforce CLI (sf)
  • Claude Desktop
  • Salesforce organization access

Installation

  1. Clone the repository.
  2. Install dependencies using npm install.
  3. Create a .env file with SF_LOGIN_URL, SF_API_VERSION, and SF_ORG_ALIAS.
  4. Authenticate with Salesforce using sf org login web.

Configuration

Configure Claude Desktop

  1. Open the Claude Desktop configuration file.
  2. Add an mcpServers configuration block, specifying the command (npm), arguments (run dev), and working directory.

Running the Server

  1. Start the server with npm run dev.
  2. Open Claude Desktop and access Salesforce data via the "⌘š¡" button.

Available Features

Resources

  • accounts/list: Returns a list of Salesforce accounts

Tools

  • refresh_accounts: Manually refresh the account data

Development

The project structure includes src/index.ts (main server), package.json, tsconfig.json, and .env. Key scripts include npm run dev, npm run build, npm start, and npm run clean.

Troubleshooting

Address connection, authentication, and server issues by verifying Salesforce authentication, Claude Desktop configuration, .env values, and checking Claude Desktop logs.

License

[Your License]

Contributing

Fork, create a branch, commit, push, and create a pull request.

Repository

IR
Iros95

Iros95/salesforce-mcp-server

Created

February 9, 2025

Updated

February 10, 2025

Language

TypeScript

Category

Sales