Salesforce MCP Integration

This project provides a Model Context Protocol (MCP) server for Salesforce integration, allowing you to execute SOQL queries and interact with Salesforce data through a standardized interface.

Features

• Connect to Salesforce orgs using environment variables
• Execute SOQL queries against Salesforce data
• Retrieve and process Salesforce records
• Secure credential management using environment variables

Prerequisites

• Node.js (v14 or higher)
• npm (Node Package Manager)
• Salesforce org with API access
• Salesforce credentials (username, password, and security token)

Installation

1. Clone this repository:

   git clone <repository-url>
   cd <repository-directory>
   

2. Install dependencies:

   npm install
   

3. Create a .env file in the root directory with your Salesforce credentials:

   SF_LOGIN_URL=https://your-instance.salesforce.com/
   SF_USERNAME=your_username
   SF_PASSWORD=your_password
   SF_SECURITY_TOKEN=your_security_token
   PORT=3000
   

   Note: For sandbox environments, use https://test.salesforce.com/ as the login URL.

Usage

Starting the MCP Server

Run the server using Node.js:

node server.js

The server will connect to Salesforce using the credentials in your .env file and start listening for MCP requests.

Executing SOQL Queries

Once the server is running, you can execute SOQL queries through the MCP interface. The server provides a soqlQuery tool that accepts SOQL queries and returns the results.

Example SOQL query:

SELECT Id, Name, Status FROM Account LIMIT 5

Project Structure

• server.js - Main MCP server implementation
• .env - Environment variables for Salesforce credentials
• package.json - Project dependencies and scripts

Security Considerations

• Never commit your .env file to version control
• Add .env to your .gitignore file
• Use environment variables for all sensitive information
• Consider using a more secure authentication method for production environments

Troubleshooting

Connection Issues

If you encounter connection issues:

1. Verify your Salesforce credentials in the .env file
2. Check that your Salesforce org is accessible
3. Ensure your IP address is whitelisted in Salesforce (if required)
4. Verify that your Salesforce user has API access

Query Errors

If your SOQL queries fail:

1. Check the SOQL syntax
2. Verify that the objects and fields exist in your org
3. Ensure your user has permission to access the objects and fields

License

MIT License

Contributing

Contributions are welcome! Please feel free to submit a Pull Request.