Salesforce MCP Server

Salesforce object management and record querying via natural language commands.

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Overview

This MCP server enables AI assistants like Claude to interface directly with Salesforce environments. It provides tools for searching objects, retrieving schema details, and executing complex data queries across your organization's records. Beyond data retrieval, the server supports record manipulation, including creating, updating, and deleting entries. It also includes capabilities for managing Apex classes and triggers, allowing for direct interaction with Salesforce's internal logic and metadata.

Our verdict

With a security score of 24/100, this tool is categorized as high risk. The primary security concern is the lack of any authentication method, meaning anyone with access to the server configuration can exercise full control over your Salesforce instance. Additionally, the server lacks a read-only mode, granting write access to all installed instances by default. Given these significant security gaps and its community-maintained status, this server should not be used in sensitive production environments.

  • Supports SOSL for cross-object searching
  • Enables direct management of Apex classes and triggers
  • Uses a small codebase with only three direct dependencies
  • Features comprehensive documentation for all provided tools
  • Lacks any built-in authentication method
  • Requires full write access with no read-only configuration
  • Maintained by community contributors rather than the official vendor
  • Last code commit occurred over 145 days ago

Setup

Claude Desktop
{
  "mcpServers": {
    "mcp-server-salesforce": {
      "args": [
        "-y",
        "@tsmztech/mcp-server-salesforce"
      ],
      "command": "npx"
    }
  }
}

Paste into ~/Library/Application Support/Claude/claude_desktop_config.json (macOS) or %APPDATA%\Claude\claude_desktop_config.json (Windows), then restart Claude Desktop. Some servers require API keys or tokens as environment variables — check the project's README and add an "env" object if needed.

  • No read-only mode — running this grants full read/write access.
  • No built-in authentication — anyone with access to this config can invoke every tool it exposes.

Tools

ToolDescriptionRisk
salesforce_search_objectsSearch for standard and custom objects.low
salesforce_describe_objectGet detailed object schema information.low
salesforce_query_recordsQuery records with relationship support.low
salesforce_aggregate_queryExecute aggregate queries with GROUP BY.low
salesforce_dml_recordsPerform data operations.medium
salesforce_manage_objectCreate and modify custom objects.medium
salesforce_manage_fieldManage object fields.medium
salesforce_manage_field_permissionsManage Field Level Security (Field Permissions).medium
salesforce_search_allSearch across multiple objects.low
salesforce_read_apexRead Apex classes.low
salesforce_write_apexCreate and update Apex classes.high
salesforce_read_apex_triggerRead Apex triggers.low
salesforce_write_apex_triggerCreate and update Apex triggers.high
salesforce_execute_anonymousExecute anonymous Apex code.high
salesforce_manage_debug_logsManage debug logs for Salesforce users.medium

Compatibility

ClientLocalDockerRemoteRead-only
ChatGPT
Claude Desktop
Cursor
VS Code
Windsurf

Frequently asked questions

How can I switch between different Salesforce organizations?

The server supports multiple orgs and allows you to switch your active Salesforce org based on the default org configured in your VS Code workspace by using Salesforce_CLI authentication.

What permissions are applied when I create a new field?

When creating a new field, the server automatically grants Field Level Security to the System Administrator by default. You can specify different profiles using the grantAccessTo parameter.

Which tool should I use for queries that require aggregate functions?

You should use the salesforce_aggregate_query tool for queries involving GROUP BY, aggregate functions like COUNT or SUM, and HAVING clauses.

Does the server support SOSL search?

Yes, the salesforce_search_all tool uses SOSL to search across multiple objects and provides field snippets.

Alternatives

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