Salesforce Lite

Salesforce Lite is an MCP server that connects AI assistants directly to Salesforce CRM data and operations. Designed as a lightweight solution for developers, sales operations teams, and prototyping projects, it allows language models to interact with customer records securely using OAuth 2.0 authentication. The server exposes tools for querying data via Salesforce Object Query Language (SOQL), retrieving specific records, and performing search queries across multiple Salesforce objects. In addition to read operations, it supports full CRUD functionality, enabling assistants to create new entries, update details, or delete records. It also provides metadata tools that let clients inspect object definitions and list available schema entities. By bridging the Model Context Protocol with the Salesforce API, Salesforce Lite enables external tools like Claude Desktop to look up leads, inspect pipeline opportunities, and modify CRM records using conversational instructions without needing complex middleware.

Category: CRM, ERP & E-commerce

Tags: crm, customer-data, sales, salesforce

Visit Salesforce Lite

How to install and configure Salesforce Lite

1. Ensure Python 3.10 or higher is installed, along with a Salesforce Developer or Production org and a configured Connected App. 2. Obtain your Salesforce access token and your Salesforce instance URL. 3. Add the server to your claude_desktop_config.json configuration file under mcpServers: json { "mcpServers": { "salesforce-lite": { "command": "uvx", "args": [ "--from", "mcp-salesforce-lite", "mcp-salesforce-lite" ], "env": { "SALESFORCE_ACCESS_TOKEN": "your_access_token", "SALESFORCE_INSTANCE_URL": "your_instance_url" } } } } 4. Replace your_access_token and your_instance_url with your actual Salesforce credentials. 5. Restart Claude Desktop to activate the tools.

What you can do with Salesforce Lite

• Querying Salesforce records directly from Claude Desktop using custom SOQL statements to inspect recent leads or contacts. * Creating and updating opportunities or customer account records with automated schema checks via describe tools. * Searching for customer entities across multiple CRM objects simultaneously with built-in limit and pagination support. * Inspecting metadata and object schemas to verify available standard and custom fields before executing record modifications.

Key facts

• https://github.com/luvl/mcp-salesforce-lite
• CRM, ERP & E-commerce
• crm, customer-data, sales, salesforce

Part of MCP Servers

How do I install Salesforce Lite?

You can install Salesforce Lite using pip by running pip install mcp-salesforce-lite. Alternatively, you can run it via uvx using the command uvx --from mcp-salesforce-lite mcp-salesforce-lite directly inside your MCP client configuration.

What can Salesforce Lite do?

Salesforce Lite enables AI assistants to execute SOQL queries, search across records, retrieve records by ID, and perform create, update, and delete actions. It also exposes metadata tools to list available objects and retrieve object definitions.

Which MCP clients work with Salesforce Lite?

Salesforce Lite works with Claude Desktop and any AI client or agent framework that complies with the standard Model Context Protocol.

What are the prerequisites for using Salesforce Lite?

You need Python 3.10 or higher, an active Salesforce Developer or Production organization, a configured Connected App in Salesforce, and valid credentials including an access token and instance URL.

Is Salesforce Lite open source?

Yes, Salesforce Lite is an open source project released under the MIT license and is hosted on GitHub.