📌Overview

Purpose: To enable seamless integration between language models and Salesforce, facilitating data interactions via SOQL and SOSL.

Overview: The MCP Salesforce Connector serves as a bridge for Large Language Models (LLMs) to access and manipulate Salesforce data. It supports various Salesforce queries and operations, providing users with the capability to perform complex data interactions efficiently.

Key Features:

• SOQL Query Execution: Enables users to execute Salesforce Object Query Language (SOQL) queries for data retrieval.

• SOSL Search Performance: Allows for Salesforce Object Search Language (SOSL) searches to find records across multiple objects.

• Metadata Retrieval: Access detailed metadata for Salesforce objects, providing field names, labels, and types for better data understanding.

• Record Manipulation: Supports create, read, update, and delete (CRUD) operations on Salesforce records to maintain data integrity.

• Tooling API Integration: Facilitates execution of Tooling API requests for advanced Salesforce development features.

• Apex REST Execution: Allows for executing Apex REST requests, extending functionality to custom server-side logic.

• Direct REST API Calls: Enables making direct REST API calls to Salesforce, ensuring flexibility and robustness in data interactions.

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MCP Salesforce Connector

A Model Context Protocol (MCP) server implementation for Salesforce integration, allowing LLMs to interact with Salesforce data through SOQL queries and SOSL searches.

Features

• Execute SOQL (Salesforce Object Query Language) queries
• Perform SOSL (Salesforce Object Search Language) searches
• Retrieve metadata for Salesforce objects, including field names, labels, and types
• Retrieve, create, update, and delete records
• Execute Tooling API requests
• Execute Apex REST requests
• Make direct REST API calls to Salesforce

Configuration

Model Context Protocol

To use this server with the Model Context Protocol, configure it in your claude_desktop_config.json file by adding the following entry to the mcpServers section:

{
    "mcpServers": {
        "salesforce": {
            "command": "uvx",
            "args": [
                "--from",
                "mcp-salesforce-connector",
                "salesforce"
            ],
            "env": {
                "SALESFORCE_USERNAME": "YOUR_SALESFORCE_USERNAME",
                "SALESFORCE_PASSWORD": "YOUR_SALESFORCE_PASSWORD",
                "SALESFORCE_SECURITY_TOKEN": "YOUR_SALESFORCE_SECURITY_TOKEN"
            }
        }
    }
}

Replace YOUR_SALESFORCE_USERNAME, YOUR_SALESFORCE_PASSWORD, and YOUR_SALESFORCE_SECURITY_TOKEN with your Salesforce credentials.