Model Context Protocol server for Salesforce integration - enables AI agents to securely access Salesforce data
Overview
What is Salesforce MCP Server?
Salesforce MCP Server is a Model Context Protocol server designed for integrating AI agents with Salesforce, allowing secure access to Salesforce data and operations through natural language.
How to use Salesforce MCP Server?
To use the server, follow the setup instructions in the SETUP.md file, which includes configuring a Salesforce Connected App and running the server using NPX or by cloning the repository.
Key features of Salesforce MCP Server?
- 🔍 Search & Query: Execute SOQL queries and perform global searches across Salesforce objects.
- 🔒 Security-First: Starts in read-only mode by default for safe testing, with OAuth 2.0 secure authentication.
- ⚡ Error Handling: Comprehensive error handling with detailed feedback.
Use cases of Salesforce MCP Server?
- Sales Team: Manage sales pipelines and follow up on leads.
- Marketing Team: Analyze campaign performance and lead scoring.
- Executive Team: Forecast revenue and track performance metrics.
FAQ from Salesforce MCP Server?
- Can I modify Salesforce data?
Yes, but only after enabling write operations by setting
SALESFORCE_READ_ONLY_MODE=false.
- Is there a default mode for safety?
Yes, the server starts in read-only mode to prevent accidental data modifications.
- What authentication method is used?
The server uses OAuth 2.0 for secure authentication with Salesforce.