Salesforce

Provides a Salesforce MCP Server to run queries, fetch metadata, and manage flows via MCP interface.

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7 months ago

First Indexed

3 months ago

Catalog Refreshed

Documentation & install

Readme and setup notes from the catalogue, plus a client-ready config you can copy for your MCP host.

Installation

Add the following to your MCP client configuration file.

Configuration

View docs

{
  "mcpServers": {
    "jogcruz-mcp_salesforce": {
      "command": "node",
      "args": [
        "server.js"
      ],
      "env": {
        "SF_PASSWORD": "your_password",
        "SF_USERNAME": "your_username",
        "SF_LOGIN_URL": "https://your-instance.salesforce.com/",
        "SF_API_VERSION": "58.0"
      }
    }
  }
}

You set up a Salesforce MCP Server to run SOQL queries, access Salesforce metadata, and manage Flows through a standardized MCP interface. It streamlines integration by handling authentication via environment variables and exposing practical tools you can call from MCP clients.

How to use

You connect to the Salesforce MCP Server from an MCP client. Start the local server, then use the available tools to run SOQL queries and retrieve metadata. The server reads credentials and API version from your environment, so you don’t need to hard-code secrets in your client.

How to install

Prerequisites: you need Node.js v14 or higher and npm. You also require a Salesforce org with API access and valid credentials.

Step 1: Install dependencies locally.

Step 2: Create a .env file in the project root with your Salesforce credentials and API version.

Step 3: Start the MCP server.

Additional sections

Configuration and startup are designed to be straightforward. The server uses environment variables to securely connect to Salesforce. The following variables are used by the server to authenticate and set the API version.

Security: never commit your .env file to version control. Use a secure secret store in production and restrict access to credentials.

Troubleshooting: verify Salesforce credentials, confirm API access, and ensure the Salesforce org is reachable from your network. If you encounter query errors, double-check SOQL syntax and field availability.

Notes: the server exposes tools for executing SOQL queries and retrieving metadata, including Flow definitions. Ensure your environment variables are correctly loaded before starting the server.

Available tools

soqlQuery

Executes SOQL queries against Salesforce data and returns results to the MCP client.

retrieveMetadata

Retrieves Salesforce metadata, including Flow definitions, for processing in your workflow.