Salesforce

You can interact with Salesforce data and metadata through Claude by running a dedicated MCP server that translates natural language requests into Salesforce actions. This server lets you query, modify, and manage Salesforce objects, fields, Apex code, and debug logs using everyday language, giving you a direct and intuitive way to work with your Salesforce environment.

How to use

To use the Salesforce MCP Server, start the server locally and connect your Claude client to it. You can ask for object discovery, describe schemas, run complex queries with relationships, manipulate records, manage Apex code and triggers, and query or adjust debug logs. Use natural language prompts like: “Show me all Accounts with related Contacts” or “Create a new custom object for Customer Feedback.” The server supports cross-object searches, SOSL, and detailed error feedback that highlights Salesforce-specific issues so you can quickly correct your requests.

How to install

Install the Salesforce MCP Server globally so you can run it from any directory.

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

Additional sections

Setup covers two authentication options for Salesforce integration. You can use Username/Password authentication or OAuth 2.0 Client Credentials Flow. Follow the environment-variable examples below to configure your MCP client with Claude.

Configuration examples

Use these MCP server configurations to connect Claude Desktop to the Salesforce MCP Server. Each block runs the MCP server using npm/npx and passes the required environment variables for authentication.

{
  "mcpServers": {
    "salesforce_pwd": {
      "command": "npx",
      "args": ["-y", "@tsmztech/mcp-server-salesforce"],
      "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
      }
    },
    "salesforce_oauth": {
      "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"  // REQUIRED: Must be your exact Salesforce instance URL
      }
    }
  }
}

Notes on authentication and startup

For OAuth 2.0 Client Credentials Flow, ensure the instance URL is exact and the token endpoint will be constructed from that URL. For Username/Password authentication, provide your Salesforce username, password, and security token. You can start either configuration with the same base command: npx -y @tsmztech/mcp-server-salesforce.

Available tools

salesforce_search_objects

Search for standard and custom Salesforce objects by partial name matches, returning both standard and custom objects.

salesforce_describe_object

Get detailed object schema information, including field definitions, relationships, and picklist values.

salesforce_query_records

Query records with relationship support and complex WHERE conditions, including parent-child and child-parent scenarios.

salesforce_aggregate_query

Execute GROUP BY and aggregate functions on Salesforce data, with HAVING support and date/time grouping.

salesforce_dml_records

Perform DML operations: insert, update, delete, and upsert (including external IDs).

salesforce_manage_object

Create and modify custom objects and their sharing settings.

salesforce_manage_field

Add or modify custom fields and relationships, with default Field Level Security handling.

salesforce_manage_field_permissions

Manage Field Level Security for specific profiles and view current permissions.

salesforce_search_all

SOSL-based search across multiple objects with field snippets.

salesforce_read_apex

Read Apex classes and metadata, including wildcard name matching.

salesforce_write_apex

Create or update Apex classes with API version control.

salesforce_read_apex_trigger

Read Apex triggers and metadata with wildcard name matching.

salesforce_write_apex_trigger

Create or update Apex triggers with API version and event handling.

salesforce_execute_anonymous

Execute anonymous Apex code and view results and debug logs.

salesforce_manage_debug_logs

Manage debug logs, including enabling, disabling, and log level configuration.