Salesforce MCP

Salesforce MCP is an MCP server that connects Model Context Protocol clients directly to Salesforce CRM through the jsforce library. Developed by Jean-Philippe Monette, it allows developers, sales operations teams, and automated agents to interact with Salesforce API services using natural language prompts. The server abstracts complex REST communications by wrapping jsforce calls into standardized tool functions accessible to LLMs. Users authenticate by providing standard Salesforce account credentials, eliminating the requirement for complex third-party intermediary proxy architectures. Through this integration, users can execute operations against Salesforce databases, examine CRM entries, and perform administrative or analytical tasks directly within client interfaces such as Claude Desktop. It supports standard input/output communication for local execution as well as a streamable HTTP mode for flexible system integration. By running this server locally, teams bridge their core customer relationship management environment with modern AI assistants to streamline routine customer and lead data lookups.

Category: CRM, ERP & E-commerce

Tags: automation, crm, jsforce, sales, salesforce

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How to install and configure Salesforce MCP

Follow these steps to set up and run Salesforce MCP with Claude Desktop: 1. Clone the repository and navigate into the project directory: sh git clone git@github.com:jpmonette/salesforce-mcp.git && cd salesforce-mcp 2. Install dependencies and build the server: sh npm install npm run build 3. Add the server configuration to your claude_desktop_config.json file: json { "mcpServers": { "salesforce": { "command": "node", "args": ["/path/to/salesforce-mcp/build/stdio.js"], "env": { "SALESFORCE_USERNAME": "your_username", "SALESFORCE_PASSWORD": "your_password" } } } } 4. Replace the args path with your actual local file path and update the credentials with your Salesforce account information, then restart Claude Desktop.

What you can do with Salesforce MCP

• Querying Salesforce records directly from Claude Desktop to retrieve client details, account statuses, or active opportunities. - Automating routine CRM data validation workflows by checking lead records against incoming sales conversation summaries. - Inspecting Salesforce schema and field configurations through natural language commands without opening the Salesforce Setup UI. - Integrating Salesforce operations into multi-agent task pipelines via the streamable HTTP or local STDIO server transport modes.

Key facts

• https://github.com/jpmonette/salesforce-mcp
• CRM, ERP & E-commerce
• automation, crm, jsforce, sales, salesforce

Part of MCP Servers

How do I install Salesforce MCP?

Clone the repository using git clone, navigate to the folder, run npm install, and then build the project with npm run build. Once built, point your MCP client configuration to the compiled stdio.js file using Node, making sure to provide your Salesforce username and password as environment variables.

What can Salesforce MCP do?

Salesforce MCP connects AI assistants to the Salesforce API using the jsforce library. It enables tools to communicate with your CRM, query customer data, retrieve records, and execute API-backed tasks directly inside supported Model Context Protocol environments via stdio or streamable HTTP transports.

Which MCP clients work with Salesforce MCP?

It is compatible with any client supporting the Model Context Protocol, including Claude Desktop. The project documentation provides explicit configuration examples for Claude Desktop using the stdio transport method, while also supporting streamable HTTP setups for custom MCP clients.

Is Salesforce MCP open source?

Yes, Salesforce MCP is open-source software licensed under the MIT License. The full source code and licensing terms are available on the project repository hosted on GitHub.