Salesforce Revenue Cloud

You can run an MCP server that exposes Salesforce Revenue Cloud data and operations to any MCP-compatible client. It lets you fetch products, price books, quotes, and orders, and run custom SOQL queries in a standardized way with secure Salesforce authentication.

How to use

After you start the MCP server, connect an MCP client to it to access Salesforce Revenue Cloud features. You can invoke the available tools to retrieve data like products and price books, or execute custom queries. Use the client’s built-in tool invocation mechanism to call functions such as get_products, get_price_books, get_quotes, get_orders, and query_salesforce. The server authenticates against Salesforce using a session ID you provide via environment configuration, so your requests are made securely against your Salesforce instance.

How to install

Prerequisites you need before installing:
- Python 3.8 or higher
- Access to a Salesforce instance with API enabled
- A valid Salesforce Session ID
- pip for installing Python packages
- Claude Desktop or another MCP-compatible client if you want to test integration locally (optional)

Step-by-step installation and setup:

1. Clone the project repository
2. Create and activate a virtual environment
3. Install dependencies
4. Configure environment variables with your Salesforce credentials
5. Run basic tests to verify the setup before starting the server

# Step 1: Clone the repository
git clone https://github.com/Bittersea1803/mcp_salesforce_revenue_cloud.git
cd mcp_salesforce_revenue_cloud

# Step 2: Create and activate a virtual environment
python -m venv .venv
# On Windows
.\.venv\Scripts\activate
# On macOS/Linux
source .venv/bin/activate

# Step 3: Install dependencies
pip install -r requirements.txt

# Step 4: Configure environment variables (see environment section for details)
# Create and edit .env with your credentials

Additional configuration and start guidance

The server uses environment variables to connect securely to Salesforce. Create a file named .env in the project root and add your Salesforce credentials and instance URL.

# .env - Environment variables

SALESFORCE_SESSION_ID="your_session_id_here"
SALESFORCE_DOMAIN_URL="https://your-instance.my.salesforce.com"

Starting and testing the MCP server

Run the MCP server directly, then test the setup to ensure the server starts and can accept connections.

python server.py

Using with Claude Desktop

Configure Claude Desktop to launch the MCP server locally. Provide the absolute path to server.py and the environment variables shown above.

{
  "mcpServers": {
    "sf_revcloud": {
      "command": "python",
      "args": ["/absolute/path/to/mcp_salesforce_revenue_cloud/server.py"],
      "env": {
        "SALESFORCE_SESSION_ID": "your_session_id_here",
        "SALESFORCE_DOMAIN_URL": "https://your-instance.my.salesforce.com"
      }
    }
  }
}

Example tasks you can perform

Ask Claude to fetch all products, filter by family, retrieve available price books, pull the latest quotes, or query Salesforce with a custom SOQL statement such as SELECT Id, Name FROM Account LIMIT 5.

Available tools

get_products

Fetch products from Salesforce Revenue Cloud, optionally filtered by product family or category.

get_price_books

Retrieve available price books from Salesforce.

get_quotes

Get quotes with a configurable limit to control the number of results.

get_orders

Fetch recent or filtered orders with a configurable limit.

query_salesforce

Execute a custom SOQL query against Salesforce and return the results.