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AiondaDotCom/mcp-salesforce: πŸš€ Complete MCP (Model Context Protocol) server for Salesforce integration with Claude Desktop. Provides seamless OAuth authentication, universal CRUD operations on any Salesforce object.

A Model Context Protocol (MCP) server that provides seamless integration with Salesforce using OAuth authentication. This server enables AI assistants like Claude to interact with any Salesforce organization through a secure, generic interface.

🎯 Recommended: NPX Usage (No Installation Required)

Use NPX to run the MCP server without any permanent installation:

{
  "mcpServers": {
    "salesforce": {
      "command": "npx",
      "args": ["@aiondadotcom/mcp-salesforce"]
    }
  }
}

βœ… Benefits of NPX Usage:

NPX Command Line Usage:

# Get version
npx -p @aiondadotcom/mcp-salesforce mcp-salesforce --version

# Get help
npx -p @aiondadotcom/mcp-salesforce mcp-salesforce --help

# Run OAuth setup
npx -p @aiondadotcom/mcp-salesforce mcp-salesforce setup
πŸ”§ Alternative: Development Setup

For development or customization:

  1. Clone and install dependencies:

    git clone https://github.com/AiondaDotCom/mcp-salesforce.git
cd mcp-salesforce
npm install

  2. Configure credentials: Use the salesforce_setup tool to configure your credentials when prompted

  3. Add to Claude Desktop using local path (see Configuration below)

That's it! Claude will automatically handle setup and authentication when you first use any Salesforce tool.

✨ Interactive Setup Process!

🧠 Smart Learning System

βœ… Package Successfully Published!

The package @aiondadotcom/mcp-salesforce is now live on NPM and ready for use.

Using the Published Package

NPX usage is now available for all users:

# Test the published package
npx -p @aiondadotcom/mcp-salesforce mcp-salesforce --version
npx -p @aiondadotcom/mcp-salesforce mcp-salesforce --help

# Run OAuth setup
npx -p @aiondadotcom/mcp-salesforce mcp-salesforce setup

Status:

πŸŽ‰ All NPX functionality now works for end users worldwide!

Salesforce Connected App Setup

  1. In Salesforce Setup, create a new Connected App:

  2. After saving, copy the Consumer Key and Consumer Secret

Configure your credentials using the salesforce_setup tool when you first use the application:

  1. Interactive Setup: Claude will prompt you for your Salesforce credentials
  2. Client ID: Your Salesforce Connected App Consumer Key
  3. Client Secret: Your Salesforce Connected App Consumer Secret
  4. Instance URL: Your Salesforce organization URL (e.g., https://mycompany.salesforce.com)

The tool will validate your input and store credentials securely in ~/.mcp-salesforce.json with restricted permissions (600).

πŸ“ File Locations:

Example interaction:

Claude: I need to set up your Salesforce credentials first. Please use the salesforce_setup tool with your credentials.

You: Use the salesforce_setup tool with clientId: "3MVG9...", clientSecret: "1234567890...", instanceUrl: "https://mycompany.salesforce.com"

Claude: βœ… Salesforce credentials configured successfully! You can now use other Salesforce tools.
Claude Desktop Integration 🎯 NPX Configuration (Recommended)

Add this to your Claude Desktop MCP configuration (~/Library/Application Support/Claude/claude_desktop_config.json):

{
  "mcpServers": {
    "salesforce": {
      "command": "npx",
      "args": ["@aiondadotcom/mcp-salesforce"]
    }
  }
}
πŸ”§ Development/Local Configuration

For development or customized installations:

{
  "mcpServers": {
    "salesforce": {
      "command": "node",
      "args": ["/path/to/mcp-salesforce/src/index.js"]
    }
  }
}
🌐 VS Code MCP Configuration

For VS Code with MCP extension:

{
  "servers": {
    "salesforce": {
      "command": "npx",
      "args": ["@aiondadotcom/mcp-salesforce"]
    }
  }
}

Here's a step-by-step walkthrough of the MCP Salesforce Server in action, showing a real-world use case of verifying and updating company address information:

Step 1: Address Verification Request

Claude checking if the Aionda GmbH account in Salesforce has the correct address by comparing it with their current website address

Step 2: Address Comparison Results

Claude identifying that the Salesforce address is outdated, showing detailed comparison between the current Salesforce data and the actual address from the company website

Step 3: Automated Address Update

Claude successfully updating the Salesforce account with the correct current address, showing exactly which fields were changed

Step 4: Verification in Salesforce

The updated account record in Salesforce showing the corrected address information is now accurate and up-to-date

🧠 Learns your complete Salesforce installation - Analyzes all objects, fields and customizations once and stores this information locally for intelligent assistance.

// One-time analysis of the Salesforce installation
{}

// Force complete re-analysis
{
  "force_refresh": true,
  "detailed_relationships": true
}

Why important?

salesforce_installation_info

πŸ“Š Overview of your learned Salesforce installation - Shows available objects, Custom Fields and customizations.

// Complete overview of the installation
{}

// Details about a specific object
{
  "object_name": "TimeTracking__c"
}

// Search for specific fields
{
  "field_search": "email",
  "show_custom_only": true
}

Execute SOQL queries against any Salesforce object.

// Example: Get recent contacts
{
  "query": "SELECT Id, FirstName, LastName, Email FROM Contact WHERE CreatedDate = THIS_MONTH ORDER BY CreatedDate DESC LIMIT 10"
}

🧠 Smart Learning Integration:

Create new records in any Salesforce object.

// Example: Create a new contact
{
  "sobject": "Contact",
  "data": {
    "FirstName": "John",
    "LastName": "Doe", 
    "Email": "john.doe@example.com",
    "Phone": "555-1234"
  }
}

🧠 Smart Context: Automatically shows required fields for the selected object when the installation has been learned.

Update existing records.

// Example: Update a contact's email
{
  "sobject": "Contact",
  "id": "003XX000008b6cYAQ",
  "data": {
    "Email": "new.email@example.com",
    "Phone": "555-5678"
  }
}

🧠 Smart Context: Considers field permissions and data types from the learned installation.

Delete records ( ⚠️ permanent action).

// Example: Delete a record
{
  "sobject": "Contact", 
  "id": "003XX000008b6cYAQ"
}

Get schema information for objects and fields.

// Example: Get Contact object schema
{
  "sobject": "Contact"
}

// Or get list of all available objects
{} // Empty parameters

πŸ’Ύ Comprehensive Backup System for Salesforce - Creates complete backups of all data and files with detailed recovery information.

// Create complete backup
{}

// Incremental backup since specific date
{
  "backup_type": "incremental",
  "since_date": "2025-01-01T00:00:00Z"
}

// Backup with specific options
{
  "options": {
    "include_files": true,
    "include_attachments": true,
    "include_documents": true,
    "parallel_downloads": 10
  }
}

What is backed up:

Backup Structure:

salesforce-backup-2025-06-04T16-16-35-660Z/
β”œβ”€β”€ metadata/           # Schema and object definitions
β”œβ”€β”€ data/              # JSON data of all objects
β”œβ”€β”€ files/
β”‚   β”œβ”€β”€ content-versions/  # Modern files
β”‚   β”œβ”€β”€ attachments/       # Legacy attachments
β”‚   └── documents/         # Legacy documents
└── backup-manifest.json   # Backup overview

πŸ“‹ Show Available Backups - Overview of all local backups with statistics and metadata.

// List all available backups
{}

// Details about a specific backup
{
  "backup_name": "salesforce-backup-2025-06-04T16-16-35-660Z"
}

⏰ Time Travel Through Salesforce Data - Analyzes data changes between different backup time points and enables targeted recovery.

// Compare current state with a backup
{
  "backup_timestamp": "2025-06-04T16:16:35.660Z",
  "object_name": "Account"
}

// Show all changes since a specific backup
{
  "backup_timestamp": "2025-06-04T16:16:35.660Z",
  "show_all_changes": true
}

// Detailed analysis for specific records
{
  "backup_timestamp": "2025-06-04T16:16:35.660Z",
  "object_name": "Contact", 
  "record_id": "003XX000008b6cYAQ"
}

Time Machine Features:

Authenticate with Salesforce. Automatically detects if authentication is needed and handles OAuth flow.

// Example: Standard authentication (detects if needed)
{}

// Example: Force re-authentication even if tokens appear valid
{
  "force": true
}

✨ Key Features:

This tool is automatically suggested when:

Why is Learning Important?

Every Salesforce installation is unique with:

The AI's normal training model only knows standard Salesforce objects. Without knowledge of your specific installation, the AI cannot provide intelligent assistance.

  1. One-time Analysis: salesforce_learn analyzes your complete installation
  2. Local Documentation: All objects, fields and relationships are stored locally
  3. Intelligent Support: Claude can then make precise suggestions and answer complex questions
You: "Are there any time tracking entries for July 2025?"

Without Learning:
❌ Claude: "I don't know any object called 'TimeTracking'"

With Learning:
βœ… Claude: "I'm checking the 'TimeTracking__c' object for entries from July 2025..."
   Automatically executes the correct SOQL query
When Should You Use Learning?

πŸ’‘ Learning runs only once and then makes all further interactions much more intelligent!

πŸš€ First Steps After Installation
  1. Authentication: Claude automatically detects when authentication is needed
  2. Start Learning: 
    You: "Learn my Salesforce installation"
Claude: Automatically uses the salesforce_learn tool
  3. Explore Installation: 
    You: "Show me an overview of my Salesforce installation"
Claude: Uses salesforce_installation_info for a summary
πŸ” Intelligent Queries with Learned Installation 
You: "Show me all projects from this year"
Claude: Automatically recognizes your "Project__c" Custom Object and creates:
SELECT Id, Name, StartDate__c, Status__c FROM Project__c WHERE CALENDAR_YEAR(CreatedDate) = 2025

You: "Are there any time tracking entries for July 2025?"
Claude: Finds your "TimeTracking__c" object and queries:
SELECT Id, Name, Month__c, Hours__c FROM TimeTracking__c WHERE Month__c = 'July 2025'

-- Get all accounts in the technology industry
SELECT Id, Name, Industry, Website FROM Account WHERE Industry = 'Technology'

-- Find contacts created this week
SELECT Id, Name, Email, CreatedDate FROM Contact WHERE CreatedDate = THIS_WEEK

-- Get opportunities closing this quarter
SELECT Id, Name, Amount, CloseDate FROM Opportunity WHERE CloseDate = THIS_QUARTER
Working with Custom Objects

The server automatically discovers custom objects:

// Describe a custom object
{
  "sobject": "CustomProject__c"
}

// Query custom object
{
  "query": "SELECT Id, Name, CustomField__c FROM CustomProject__c LIMIT 10"
}

// Create custom object record
{
  "sobject": "CustomProject__c",
  "data": {
    "Name": "New Project",
    "CustomField__c": "Custom Value"
  }
}
πŸ’Ύ Backup & Time Machine Features πŸš€ Salesforce Backup System

The MCP Salesforce Server offers a professional backup system that can secure your complete Salesforce installation:

What Makes the Backup System Special? 
You: "Create a backup of my Salesforce data"
Claude: Automatically starts the salesforce_backup tool

Backup Result:

βœ… Backup successfully created!
πŸ“Š Statistics:
- 7 objects backed up
- 1,247 records exported  
- 6 files downloaded
- 4.07 MB total size
- Duration: 23 seconds

πŸ“ Location: /backups/salesforce-backup-2025-06-04T16-16-35-660Z/

salesforce-backup-2025-06-04T16-16-35-660Z/
β”œβ”€β”€ backup-manifest.json     # Backup overview with statistics
β”œβ”€β”€ metadata/
β”‚   β”œβ”€β”€ objects-schema.json  # All object definitions
β”‚   └── file-manifest.json   # File download protocol
β”œβ”€β”€ data/                    # JSON data of all objects
β”‚   β”œβ”€β”€ Account.json         # Account records
β”‚   β”œβ”€β”€ Contact.json         # Contact records
β”‚   β”œβ”€β”€ Opportunity.json     # Opportunity records
β”‚   └── CustomObject__c.json # Custom Object data
└── files/                   # All Salesforce files
    β”œβ”€β”€ content-versions/    # Modern files (.pdf, .docx, etc.)
    β”œβ”€β”€ attachments/         # Legacy attachments
    └── documents/           # Legacy documents

The Time Machine enables you to travel through time and analyze data changes:

You: "Compare the current Account data with the backup from June 4th"
Claude: Uses salesforce_time_machine for detailed analysis

Example Result:

⏰ Time Machine Analysis - Account Object
πŸ“… Backup: 2025-06-04T16:16:35.660Z vs. Current

πŸ“Š Changes found:
β€’ Modified records: 3
β€’ New records: 2  
β€’ Deleted records: 1

πŸ” Details:
Account "Aionda GmbH" (001XX000003DHPF):
- BillingStreet: "Alte Straße 1" β†’ "KΓΆnigstraße 10a"
- BillingCity: "MΓΌnchen" β†’ "Stuttgart"
- LastModifiedDate: 2025-06-04 β†’ 2025-06-04

Account "TechCorp Ltd" (001XX000003DHPG):
- Status: Active β†’ Inactive
- LastModifiedDate: 2025-06-03 β†’ 2025-06-04
  1. πŸ“‹ Compliance & Audit: Evidence of data changes
  2. πŸ”§ Error Analysis: "What was different before the problem?"
  3. πŸ“Š Data Quality: Monitoring data integrity
  4. 🚨 Change Management: Control over critical changes
  5. πŸ’‘ Business Intelligence: Trend analysis over time
🎯 Recommended Backup Workflow 
1. Initial Setup:
   You: "Learn my Salesforce installation"
   β†’ Claude analyzes your complete org
   
2. Regular Backups:
   You: "Create a backup"
   β†’ Claude backs up all data and files
   
3. Monitoring:
   You: "Show me all available backups"
   β†’ Claude lists backup history
   
4. Analysis:
   You: "What has changed since the last backup?"
   β†’ Claude uses Time Machine for comparison

πŸ’‘ Pro Tip: Combine Learning + Backup + Time Machine for maximum Salesforce control!

# Run tests
npm test

# Test authentication
npm run setup -- --test

# Validate configuration
npm run setup -- --validate

🎯 Automatic Authentication: Claude automatically detects authentication issues and suggests the salesforce_auth tool. No manual troubleshooting needed!

Common Scenarios:

  1. First-time use: Claude will automatically suggest authentication when you first try to use Salesforce tools
  2. Token expiration: When tokens expire, Claude detects this and prompts for re-authentication
  3. Invalid credentials: Clear error messages guide you to fix configuration issues
  4. Session expired: Automatic detection with friendly prompts to re-authenticate

πŸ”’ Secure Token Storage: Authentication tokens are stored securely in the local file system with strict permissions.

Security Features:

Security Verification:

# Check token file security
ls -la cache/salesforce-tokens.json
# Should show: -rw------- (600 permissions)

# Run security test
node test-token-security.js

What this means:

Quick Fix in Claude Desktop

If you get authentication errors, simply tell Claude:

Authenticate with Salesforce

Or Claude will automatically suggest: Use the salesforce_auth tool to authenticate with Salesforce

✨ No more manual terminal setup! Everything happens seamlessly through Claude Desktop.

  1. "Cannot connect to Salesforce": Verify your Instance URL
  2. "Insufficient permissions": Check user permissions in Salesforce
  3. "CORS errors": Ensure Connected App callback URL is correct
  1. Field not found: Use API names, not field labels
  2. Object not found: Check spelling and API name of objects
  3. Syntax errors: Ensure proper SOQL syntax with single quotes
  1. Fork the repository
  2. Create a feature branch: git checkout -b feature-name
  3. Make your changes and test thoroughly
  4. Submit a pull request with detailed description

MIT License - see LICENSE file for details.

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