MCP Salesforce Server MCP Server

MCP Salesforce Server

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.

✨ Features

• 🎯 Seamless Authentication - Claude automatically detects when authentication is needed and handles it transparently
• 🚀 Zero Manual Setup - No need to run terminal commands or manual OAuth flows
• 🔐 OAuth-Only Authentication - Secure browser-based setup with automatic token refresh
• 🌐 Universal Salesforce Integration - Works with any Salesforce org, including custom objects and fields
• 🧠 Smart Installation Learning - Analyzes your complete Salesforce setup to provide intelligent assistance
• 🔍 Dynamic Schema Discovery - Automatically adapts to your Salesforce configuration
• 🔒 Secure Token Storage - File-based storage with strict permissions for production-grade security
• 🏠 Cross-Platform Home Directory Storage - Credentials and cache stored in user's home directory
• 📝 Full CRUD Operations - Query, create, update, and delete any Salesforce records
• 📊 Schema Inspection - Get detailed information about objects and fields
• 💡 Context-Aware Suggestions - Provides intelligent field and object name suggestions
• 💾 Comprehensive Backup System - Complete data and file backup with support for all Salesforce file systems
• ⏰ Time Machine Feature - Point-in-time data recovery and historical analysis
• 📁 Multi-Format File Support - Backs up ContentVersions, Attachments, and Documents with proper metadata

🚀 Quick Start

Prerequisites

• Node.js 18+
• macOS (required for secure credential storage)
• Salesforce Connected App with OAuth configured

Installation Options

🎯 **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"]
    }
  }
}

✅ Benefits of NPX Usage:

• 🔄 Always Latest: Automatically uses the latest published version
• 💾 No Disk Space: No permanent installation required
• 🛡️ No Conflicts: No global package conflicts
• ⚡ Easy Updates: Just restart - gets latest version automatically
• 📋 Simple Config: Copy-paste ready MCP configuration

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

🔧 **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)

🎯 **Start Using**

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

✨ Interactive Setup Process!

• Use the salesforce_setup tool to configure your credentials
• Claude will ask you for your Salesforce Connected App details
• Credentials are stored securely in your home directory
• Seamless OAuth flow directly from Claude Desktop

🧠 Smart Learning System

• Use salesforce_learn to analyze your complete Salesforce installation
• Claude learns all your custom objects, fields, and relationships
• Provides intelligent suggestions based on your specific setup
• Context-aware assistance for complex Salesforce environments

📦 NPM Package Status

✅ 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

Publication Details

• Package Name: @aiondadotcom/mcp-salesforce
• Version: 1.0.7 (latest)
• Registry: NPM Public Registry
• Organization: @aiondadotcom
• Access: Public

Status:

• ✅ Package published to NPM
• ✅ NPX compatibility verified
• ✅ Binary wrapper implemented
• ✅ Setup command functional
• ✅ MCP configuration ready
• ✅ Available for immediate use

🎉 All NPX functionality now works for end users worldwide!

🔧 Configuration

Sal