Overview
what is Salesforce MCP Server?
Salesforce MCP Server is an implementation of the Model Context Protocol that integrates Claude with Salesforce, allowing users to interact with Salesforce data and metadata using natural language.
how to use Salesforce MCP Server?
To use the Salesforce MCP Server, install it via npm and authenticate with Salesforce using either username/password or OAuth2 methods. You can then issue commands in natural language to manage Salesforce objects and records.
key features of Salesforce MCP Server?
- Object and Field Management: Create and modify custom objects and fields using natural language.
- Smart Object Search: Find Salesforce objects using partial name matches.
- Detailed Schema Information: Get comprehensive field and relationship details for any object.
- Flexible Data Queries: Query records with relationship support and complex filters.
- Data Manipulation: Insert, update, delete, and upsert records with ease.
- Cross-Object Search: Search across multiple objects using SOSL.
- Intuitive Error Handling: Clear feedback with Salesforce-specific error details.
use cases of Salesforce MCP Server?
- Managing Salesforce objects and fields through natural language commands.
- Querying Salesforce records based on user-defined criteria.
- Searching for objects and their relationships in Salesforce.
FAQ from Salesforce MCP Server?
- Can I use natural language for all Salesforce operations?
Yes! The server allows for natural language interactions for various operations.
- What authentication methods are supported?
You can authenticate using either username/password or OAuth2 methods.
- Is there a license for this project?
Yes, the project is licensed under the MIT License.