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, you need to configure it in your claude_desktop_config.json file. Add the following entry to the mcpServers section:
Note on Salesforce Authentication Methods
This server supports two authentication methods:
OAuth (Recommended): Set SALESFORCE_ACCESS_TOKEN and SALESFORCE_INSTANCE_URL as environment variables.
Username/Password (Legacy): If SALESFORCE_ACCESS_TOKEN and SALESFORCE_INSTANCE_URL are not set, the server will fall back to using SALESFORCE_USERNAME, SALESFORCE_PASSWORD, and SALESFORCE_SECURITY_TOKEN.