MCP Salesforce

What is MCP-Salesforce

MCP-Salesforce is a specialized server implementation designed by smn2gnt to facilitate seamless integration between Salesforce and AI systems utilizing the Model Context Protocol (MCP). By leveraging this server, Large Language Models (LLMs) can interact dynamically with Salesforce data, executing complex queries and searches through Salesforce's native languages such as SOQL and SOSL. This integration allows AI systems to securely access, manipulate, and utilize Salesforce data, enhancing the capabilities of AI-driven applications in customer relationship management and beyond.

How to Use MCP-Salesforce

To start using MCP-Salesforce, you need to configure your server to work with the Model Context Protocol. This involves setting up your claude_desktop_config.json file to include MCP-Salesforce as a server. Here’s a step-by-step guide:

1. Configuration Setup:

   • Locate the claude_desktop_config.json file on your system.
   • Add a new entry under the mcpServers section for Salesforce.

2. Required Information:

   • You need your Salesforce credentials: username, password, and security token.
   • Insert these credentials in the JSON configuration, replacing placeholders like YOUR_SALESFORCE_USERNAME.

3. Configuration Example:

   {
       "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"
               }
           }
       }
   }
   

Once configured, your AI system can begin interacting with Salesforce data, executing queries, and performing various operations directly through MCP-Salesforce.

Key Features of MCP-Salesforce

MCP-Salesforce offers a robust set of features that empower AI systems to work efficiently with Salesforce data:

• Execute SOQL Queries: Perform sophisticated data retrieval operations using Salesforce Object Query Language, enabling precise data filtering and extraction.

• Perform SOSL Searches: Use Salesforce Object Search Language to execute powerful text-based searches across Salesforce records.

• Metadata Retrieval: Access detailed metadata about Salesforce objects, including field names, labels, and data types, to understand data structures better.

• CRUD Operations: Create, retrieve, update, and delete records within Salesforce, allowing comprehensive data management.

• Tooling API Requests: Execute requests that utilize the Salesforce Tooling API, providing access to advanced development tools and capabilities.

• Apex REST Requests: Send and receive data through Apex REST services, facilitating custom integrations and data processing.

• Direct REST API Calls: Make direct calls to Salesforce’s REST API for versatile data interactions and external system integrations.

MCP-Salesforce enhances the power of AI systems by providing a reliable, secure interface to Salesforce data, streamlining processes, and enabling deeper insights into customer relationship management activities. Whether you're automating workflows or building intelligent tools, MCP-Salesforce is a critical component for leveraging Salesforce data in your AI initiatives.