Salesforce MCP Server

What is Salesforce MCP Server?

Salesforce MCP Server is an implementation of the Model Context Protocol (MCP) that integrates Claude/VS Code with Salesforce, allowing users to interact with Salesforce data and metadata using natural language.

How to use Salesforce MCP Server?

To use the server, install Docker, pull the server image from Docker Hub, and configure it with your Salesforce OAuth2 credentials. You can then use it with VS Code by adding specific settings to your User Settings (JSON) file.

Key features of Salesforce MCP Server?

• Smart Object Search for finding Salesforce objects by partial names.
• Detailed Schema Information for comprehensive field and relationship details.
• Flexible Data Queries with support for complex filters.
• Picklist Value Retrieval for accessing all values of picklist fields.
• Relationship Exploration to analyze parent-child relationships.
• Enhanced API Metadata access through direct API calls.
• Debug Log Management for configuring and retrieving debug logs.
• Validation Rules Management for details about validation rules on objects.

Use cases of Salesforce MCP Server?

1. Searching for Salesforce objects related to specific business functions.
2. Retrieving detailed schema information for Salesforce objects.
3. Querying records based on complex criteria.
4. Managing validation rules and debug logs for Salesforce users.

FAQ from Salesforce MCP Server?

• What is the purpose of the Salesforce MCP Server?

It allows natural language interactions with Salesforce data, making it easier to manage and query Salesforce objects.

• Is there a cost to use the Salesforce MCP Server?

The server is open-source and free to use.

• What are the prerequisites for running the server?

You need Docker installed and Salesforce OAuth2 credentials to access Salesforce data.