Salesforce MCP Lite Server

You can connect Claude Desktop or other MCP-compatible assistants to Salesforce data with a lightweight, secure MCP server. It supports OAuth 2.0 authentication, querying Salesforce objects, CRUD operations, and safe usage patterns suitable for prototyping and small projects.

How to use

You run the MCP server locally and connect it to your AI assistant. Use it to list Salesforce objects, retrieve records, run SOQL queries, and perform create, update, or delete operations against your Salesforce data. The server is designed to be simple to set up and to provide secure access with built-in rate limiting.

How to install

Prerequisites: you need Python 3.10 or higher and a Salesforce Dev/Production org with a configured Connected App for OAuth access.

Install the MCP Salesforce Lite server from PyPI and then run it using the MCP runtime tool to connect with your AI assistant.

Additional notes

The server is designed for practical use with Claude Desktop or any MCP-compatible assistant. To connect, you configure your client to launch the MCP server and pass Salesforce credentials through environment variables. You can manage Salesforce access tokens and instance URLs securely in your deployment.

Example startup and client integration

# Example: Claude Desktop configuration snippet for MCP Salesforce Lite
{
  "mcpServers": {
    "salesforce-lite": {
      "command": "uvx",
      "args": [
        "--from",
        "mcp-salesforce-lite",
        "mcp-salesforce-lite"
      ],
      "env": {
        "SALESFORCE_ACCESS_TOKEN": "your_access_token",
        "SALESFORCE_INSTANCE_URL": "your_instance_url"
      }
    }
  }
}

How to configure your Claude Desktop package (production usage)

Add the following configuration to your Claude Desktop settings to connect to the Salesforce MCP server. This sets the MCP server as a tool you can invoke from Claude Desktop.

{
  "mcpServers": {
    "salesforce-lite": {
      "command": "uvx",
      "args": [
        "--from",
        "mcp-salesforce-lite",
        "mcp-salesforce-lite"
      ],
      "env": {
        "SALESFORCE_ACCESS_TOKEN": "your_access_token",
        "SALESFORCE_INSTANCE_URL": "your_instance_url"
      }
    }
  }
}

What you can do with the MCP server

• List available Salesforce objects
• Describe an object to learn its fields and structure
• Execute a SOQL query to fetch records
• Create, update, or delete Salesforce records
• Describe object metadata and list available objects

Available tools

soql_query

Execute SOQL queries against Salesforce with a defined schema and safety prompts to confirm updates and deletions.

search_records

Search records across multiple Salesforce objects with support for limits and pagination.

get_record

Retrieve a single Salesforce record by its ID with optional pagination controls.

create_record

Create new Salesforce records after describing the target object and identifying reference fields.

update_record

Update existing Salesforce records with specified fields and values.

delete_record

Delete Salesforce records (requires explicit user confirmation to avoid unintended loss).

describe_object_definition

Get object metadata and field information with paging for large schemas.

list_avail_objects

List available Salesforce objects with pagination support.