salesforce-mcp-server
🥇GoldThe Salesforce MCP Server helps AI assistants to interact with Salesforce organizations via the Salesforce CLI. It offers strong tools for executing Apex, running SOQL queries, managing metadata, analyzing code, and automating development tasks.
2520Updated 3mo ago
Intermediate15 minutes to implementdevelopment
Saves ~300 min per use
Quick InstallView Source
claude install advancedcommunities/salesforce-mcp-serverWorks with:
ChatGPTGitHub Copilot
Overview
About This Skill
The Salesforce MCP Server is a Model Context Protocol server that connects AI assistants directly to Salesforce organizations via the Salesforce CLI. It provides modular tools for executing anonymous Apex code, running SOQL queries, managing metadata, analyzing code with static analysis and security scanning, generating Lightning components, deploying metadata, and performing record operations. The server enforces permission controls including read-only mode and org access restrictions, integrating with native Salesforce APIs and CLI commands. Developers and Salesforce admins use it to automate development workflows, execute bulk operations, perform code analysis, and manage org configurations without manual CLI interaction.
How to Use
Install the MCP server using npm, then build with `npm run build` and `npm run build:mcpb` to create a distributable bundle. Configure org access via the permission system in `src/config/permissions.ts`, supporting read-only mode and allowed org restrictions. Tools are organized by category (Apex, Query, Org, Admin, Code Analysis) and integrate with existing Salesforce CLI authentication tokens.
Use Cases
Automate Apex code execution for faster deployments
Run SOQL queries to retrieve data for reporting
Manage Salesforce metadata efficiently
Analyze code quality and performance
Best For
RevOpsGrowth
Tags
Setup & Installation
Quick Install
Terminal
claude install advancedcommunities/salesforce-mcp-serverAlternative Install (Git Clone)
git clone https://github.com/advancedcommunities/salesforce-mcp-serverRequirements
- Claude Code or compatible AI agent
- Works with: ChatGPT, GitHub Copilot
Quick Start Guide
1
Install the Skill
Copy the install command above and run it in your terminal.
2
Open Your AI Agent
Launch Claude Code, Cursor, or your preferred AI coding agent.
3
Try It Out
Use the prompt template or examples below to test the skill.
4
Customize
Adapt the skill to your specific use case and workflow.
Usage Examples
Prompt Template
I'm a developer working on a Salesforce project for [COMPANY]. I need to [TASK] using the Salesforce CLI. Can you help me with the commands and steps I should follow? Here's the relevant [DATA] I have: [DATA].
Example Output
## Salesforce CLI Commands for [COMPANY] Project ### Task: Retrieve and Update Account Records Based on the provided data, here are the steps to retrieve and update account records using the Salesforce CLI: 1. **Authenticate with your Salesforce org:** ```bash sfdx auth:web:login -d -a [COMPANY]DevHub ``` 2. **Retrieve account records with specific criteria:** ```bash sfdx force:data:soql:query -q "SELECT Id, Name, Industry FROM Account WHERE Industry = '[INDUSTRY]'" -u [COMPANY]DevHub ``` 3. **Update the retrieved account records:** ```bash sfdx force:data:record:update -s Account -v "Id=[ACCOUNT_ID];Industry='New Industry'" -u [COMPANY]DevHub ``` 4. **Deploy the updated metadata:** ```bash sfdx force:source:deploy -m Account:Account -p force-app/main/default -u [COMPANY]DevHub ``` **Note:** Replace placeholders with actual values from your project. Ensure you have the necessary permissions and access to the Salesforce org.
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