MCP Connector for Salesforce Data Operations

This implements the Model Context Protocol (MCP) server specification to enable Large Language Models (LLMs) to interface directly with Salesforce data assets, primarily via structured querying languages.

Core Capabilities

• Execution of structured queries using SOQL (Salesforce Object Query Language).
• Invocation of search requests via SOSL (Salesforce Object Search Language).
• Acquisition of schema details for Salesforce entities (e.g., field names, display labels, data types).
• Management lifecycle operations: Fetching, insertion, updating, and removal of data records.
• Capability to submit requests against the Tooling API.
• Support for invoking Apex REST endpoints.
• Direct communication channel for arbitrary Salesforce REST API calls.

Deployment and Configuration

To integrate this server within the Model Context Protocol framework, update your configuration file (claude_desktop_config.json) by adding the following definition to the mcpServers block:

{
    "mcpServers": {
        "salesforce": {
            "command": "uvx",
            "args": [
                "--from",
                "mcp-salesforce-connector",
                "salesforce"
            ],
            "env": {
                "SALESFORCE_ACCESS_TOKEN": "SALESFORCE_ACCESS_TOKEN",
                "SALESFORCE_INSTANCE_URL": "SALESFORCE_INSTANCE_URL",
                "SALESFORCE_DOMAIN": "SALESFORCE_DOMAIN"
            }
        }
    }
}

Authentication Modalities

This connector supports two primary methods for authenticating sessions:

• OAuth Flow (Preferred): Requires setting the authorization token and instance URL via the SALESFORCE_ACCESS_TOKEN and SALESFORCE_INSTANCE_URL environment parameters.
• Credential Fallback (Legacy): If the OAuth variables are absent, the system defaults to utilizing SALESFORCE_USERNAME, SALESFORCE_PASSWORD, and SALESFORCE_SECURITY_TOKEN.

Environment Variable Specifics

• SALESFORCE_DOMAIN (Optional Parameter): Setting this value to test directs the connection attempt toward a Salesforce sandbox instance. Omission or an empty value results in connection to the primary production environment.

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