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Context Protocol (MCP) server for Salesforce integration using OAuth authentication","maintainers":[{"name":"stephanferraro","email":"stephan.ferraro@aionda.com"}],"readme":"# MCP Salesforce Server\n\n[![CI](https://github.com/AiondaDotCom/mcp-salesforce/actions/workflows/ci.yml/badge.svg)](https://github.com/AiondaDotCom/mcp-salesforce/actions/workflows/ci.yml)\n\nA **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.\n\n## ✨ Features\n\n- **🎯 Seamless Authentication** - Claude automatically detects when authentication is needed and handles it transparently\n- **πŸš€ Zero Manual Setup** - No need to run terminal commands or manual OAuth flows\n- **πŸ” OAuth-Only Authentication** - Secure browser-based setup with automatic token refresh\n- **🌐 Universal Salesforce Integration** - Works with any Salesforce org, including custom objects and fields \n- **🧠 Smart Installation Learning** - Analyzes your complete Salesforce setup to provide intelligent assistance\n- **πŸ” Dynamic Schema Discovery** - Automatically adapts to your Salesforce configuration\n- **πŸ”’ Secure Token Storage** - File-based storage with strict permissions for production-grade security\n- **🏠 Cross-Platform Home Directory Storage** - Credentials and cache stored in user's home directory\n- **πŸ“ Full CRUD Operations** - Query, create, update, and delete any Salesforce records\n- **πŸ“Š Schema Inspection** - Get detailed information about objects and fields\n- **πŸ’‘ Context-Aware Suggestions** - Provides intelligent field and object name suggestions\n- **πŸ’Ύ Comprehensive Backup System** - Complete data and file backup with support for all Salesforce file systems\n- **⏰ Time Machine Feature** - Point-in-time data recovery and historical analysis\n- **πŸ“ Multi-Format File Support** - Backs up ContentVersions, Attachments, and Documents with proper metadata\n\n## πŸš€ Quick Start\n\n### Prerequisites\n\n- **Node.js 18+**\n- **macOS** (required for secure credential storage)\n- **Salesforce Connected App** with OAuth configured\n\n### Installation Options\n\n#### 🎯 **Recommended: NPX Usage (No Installation Required)**\n\nUse NPX to run the MCP server without any permanent installation:\n\n```json\n{\n \"mcpServers\": {\n \"salesforce\": {\n \"command\": \"npx\",\n \"args\": [\"@aiondadotcom/mcp-salesforce\"]\n }\n }\n}\n```\n\n**βœ… Benefits of NPX Usage:**\n- πŸ”„ **Always Latest**: Automatically uses the latest published version\n- πŸ’Ύ **No Disk Space**: No permanent installation required\n- πŸ›‘οΈ **No Conflicts**: No global package conflicts\n- ⚑ **Easy Updates**: Just restart - gets latest version automatically\n- πŸ“‹ **Simple Config**: Copy-paste ready MCP configuration\n\n**NPX Command Line Usage:**\n```bash\n# Get version\nnpx -p @aiondadotcom/mcp-salesforce mcp-salesforce --version\n\n# Get help\nnpx -p @aiondadotcom/mcp-salesforce mcp-salesforce --help\n\n# Run OAuth setup\nnpx -p @aiondadotcom/mcp-salesforce mcp-salesforce setup\n```\n\n#### πŸ”§ **Alternative: Development Setup**\n\nFor development or customization:\n\n1. **Clone and install dependencies**:\n ```bash\n git clone https://github.com/AiondaDotCom/mcp-salesforce.git\n cd mcp-salesforce\n npm install\n ```\n\n2. **Configure credentials**: Use the `salesforce_setup` tool to configure your credentials when prompted\n\n3. **Add to Claude Desktop** using local path (see [Configuration](#configuration) below)\n\n### 🎯 **Start Using**\n\nThat's it! Claude will automatically handle setup and authentication when you first use any Salesforce tool.\n\n**✨ Interactive Setup Process!** \n- Use the `salesforce_setup` tool to configure your credentials\n- Claude will ask you for your Salesforce Connected App details\n- Credentials are stored securely in your home directory\n- Seamless OAuth flow directly from Claude Desktop\n\n**🧠 Smart Learning System**\n- Use `salesforce_learn` to analyze your complete Salesforce installation\n- Claude learns all your custom objects, fields, and relationships\n- Provides intelligent suggestions based on your specific setup\n- Context-aware assistance for complex Salesforce environments\n\n## πŸ“¦ NPM Package Status\n\nβœ… **Package Successfully Published!**\n\nThe package `@aiondadotcom/mcp-salesforce` is now **live on NPM** and ready for use.\n\n### Using the Published Package\n\nNPX usage is now available for all users:\n\n```bash\n# Test the published package\nnpx -p @aiondadotcom/mcp-salesforce mcp-salesforce --version\nnpx -p @aiondadotcom/mcp-salesforce mcp-salesforce --help\n\n# Run OAuth setup\nnpx -p @aiondadotcom/mcp-salesforce mcp-salesforce setup\n```\n\n### Publication Details\n\n- **Package Name**: `@aiondadotcom/mcp-salesforce`\n- **Version**: `1.0.7` (latest)\n- **Registry**: NPM Public Registry\n- **Organization**: `@aiondadotcom`\n- **Access**: Public\n\n**Status**: \n- βœ… Package published to NPM\n- βœ… NPX compatibility verified \n- βœ… Binary wrapper implemented\n- βœ… Setup command functional\n- βœ… MCP configuration ready\n- βœ… **Available for immediate use**\n\nπŸŽ‰ All NPX functionality now works for end users worldwide!\n\n## πŸ”§ Configuration\n\n### Salesforce Connected App Setup\n\n1. In Salesforce Setup, create a new Connected App:\n - **App Name**: MCP Salesforce Integration\n - **API Name**: mcp_salesforce_integration\n - **Contact Email**: Your email\n - **Enable OAuth Settings**: βœ… Yes\n - **Callback URL**: `http://localhost:9876/callback`\n > Port 9876 was chosen deliberately to avoid conflicts with common development servers (8080, 8000, 3000) and well-known services.\n - **Selected OAuth Scopes**:\n - Manage user data via APIs (api)\n - Perform requests at any time (refresh_token, offline_access)\n\n2. After saving, copy the **Consumer Key** and **Consumer Secret**\n\n### Credential Configuration\n\nConfigure your credentials using the `salesforce_setup` tool when you first use the application:\n\n1. **Interactive Setup**: Claude will prompt you for your Salesforce credentials\n2. **Client ID**: Your Salesforce Connected App Consumer Key\n3. **Client Secret**: Your Salesforce Connected App Consumer Secret \n4. **Instance URL**: Your Salesforce organization URL (e.g., `https://mycompany.salesforce.com`)\n\nThe tool will validate your input and store credentials securely in `~/.mcp-salesforce.json` with restricted permissions (600).\n\n**πŸ“ File Locations:**\n- **Credentials**: `~/.mcp-salesforce.json` (contains OAuth tokens and credentials)\n- **Cache**: `~/.mcp-salesforce-cache/` (contains learned Salesforce schema and context)\n- **Cross-Platform**: Works on Windows, macOS, and Linux\n\n**Example interaction:**\n```\nClaude: I need to set up your Salesforce credentials first. Please use the salesforce_setup tool with your credentials.\n\nYou: Use the salesforce_setup tool with clientId: \"3MVG9...\", clientSecret: \"1234567890...\", instanceUrl: \"https://mycompany.salesforce.com\"\n\nClaude: βœ… Salesforce credentials configured successfully! You can now use other Salesforce tools.\n```\n\n### Claude Desktop Integration\n\n#### 🎯 **NPX Configuration (Recommended)**\n\nAdd this to your Claude Desktop MCP configuration (`~/Library/Application Support/Claude/claude_desktop_config.json`):\n\n```json\n{\n \"mcpServers\": {\n \"salesforce\": {\n \"command\": \"npx\",\n \"args\": [\"@aiondadotcom/mcp-salesforce\"]\n }\n }\n}\n```\n\n#### πŸ”§ **Development/Local Configuration**\n\nFor development or customized installations:\n\n```json\n{\n \"mcpServers\": {\n \"salesforce\": {\n \"command\": \"node\",\n \"args\": [\"/path/to/mcp-salesforce/src/index.js\"]\n }\n }\n}\n```\n\n#### 🌐 **VS Code MCP Configuration**\n\nFor VS Code with MCP extension:\n\n```json\n{\n \"servers\": {\n \"salesforce\": {\n \"command\": \"npx\",\n \"args\": [\"@aiondadotcom/mcp-salesforce\"]\n }\n }\n}\n```\n\n## πŸ“Έ Demo Screenshots\n\nHere'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:\n\n### Step 1: Address Verification Request\n![Address Verification](docs/step1.png)\n*Claude checking if the Aionda GmbH account in Salesforce has the correct address by comparing it with their current website address*\n\n### Step 2: Address Comparison Results \n![Address Analysis](docs/step2.png)\n*Claude identifying that the Salesforce address is outdated, showing detailed comparison between the current Salesforce data and the actual address from the company website*\n\n### Step 3: Automated Address Update\n![Address Update](docs/step3.png)\n*Claude successfully updating the Salesforce account with the correct current address, showing exactly which fields were changed*\n\n### Step 4: Verification in Salesforce\n![Salesforce Confirmation](docs/step4.png)\n*The updated account record in Salesforce showing the corrected address information is now accurate and up-to-date*\n\n## πŸ› οΈ Available Tools\n\n### `salesforce_learn`\n**🧠 Learns your complete Salesforce installation** - Analyzes all objects, fields and customizations once and stores this information locally for intelligent assistance.\n\n```javascript\n// One-time analysis of the Salesforce installation\n{}\n\n// Force complete re-analysis\n{\n \"force_refresh\": true,\n \"detailed_relationships\": true\n}\n```\n\n**Why important?** \n- Claude learns your Custom Objects like \"TimeTracking__c\", \"Project__c\", etc.\n- Recognizes all Custom Fields and their data types\n- Provides intelligent suggestions based on your specific configuration\n- Run once, then the AI benefits from it permanently\n\n### `salesforce_installation_info`\n**πŸ“Š Overview of your learned Salesforce installation** - Shows available objects, Custom Fields and customizations.\n\n```javascript\n// Complete overview of the installation\n{}\n\n// Details about a specific object\n{\n \"object_name\": \"TimeTracking__c\"\n}\n\n// Search for specific fields\n{\n \"field_search\": \"email\",\n \"show_custom_only\": true\n}\n```\n\n### `salesforce_query`\nExecute SOQL queries against any Salesforce object.\n\n```javascript\n// Example: Get recent contacts\n{\n \"query\": \"SELECT Id, FirstName, LastName, Email FROM Contact WHERE CreatedDate = THIS_MONTH ORDER BY CreatedDate DESC LIMIT 10\"\n}\n```\n\n**🧠 Smart Learning Integration:** \n- Automatically warns when installation has not been learned yet\n- Suggests available objects and fields\n- Helps with correct API names\n\n### `salesforce_create` \nCreate new records in any Salesforce object.\n\n```javascript\n// Example: Create a new contact\n{\n \"sobject\": \"Contact\",\n \"data\": {\n \"FirstName\": \"John\",\n \"LastName\": \"Doe\", \n \"Email\": \"john.doe@example.com\",\n \"Phone\": \"555-1234\"\n }\n}\n```\n\n**🧠 Smart Context:** Automatically shows required fields for the selected object when the installation has been learned.\n\n### `salesforce_update`\nUpdate existing records.\n\n```javascript\n// Example: Update a contact's email\n{\n \"sobject\": \"Contact\",\n \"id\": \"003XX000008b6cYAQ\",\n \"data\": {\n \"Email\": \"new.email@example.com\",\n \"Phone\": \"555-5678\"\n }\n}\n```\n\n**🧠 Smart Context:** Considers field permissions and data types from the learned installation.\n\n### `salesforce_delete`\nDelete records (⚠️ permanent action).\n\n```javascript\n// Example: Delete a record\n{\n \"sobject\": \"Contact\", \n \"id\": \"003XX000008b6cYAQ\"\n}\n```\n\n### `salesforce_describe`\nGet schema information for objects and fields.\n\n```javascript\n// Example: Get Contact object schema\n{\n \"sobject\": \"Contact\"\n}\n\n// Or get list of all available objects\n{} // Empty parameters\n```\n\n### `salesforce_backup`\n**πŸ’Ύ Comprehensive Backup System for Salesforce** - Creates complete backups of all data and files with detailed recovery information.\n\n```javascript\n// Create complete backup\n{}\n\n// Incremental backup since specific date\n{\n \"backup_type\": \"incremental\",\n \"since_date\": \"2025-01-01T00:00:00Z\"\n}\n\n// Backup with specific options\n{\n \"options\": {\n \"include_files\": true,\n \"include_attachments\": true,\n \"include_documents\": true,\n \"parallel_downloads\": 10\n }\n}\n```\n\n**What is backed up:**\n- **πŸ“Š All Object Data** - All queryable objects with up to 20 fields per object\n- **πŸ“ Modern Files** - ContentVersions with complete metadata\n- **πŸ“Ž Legacy Attachments** - Classic attachments with correct file extensions\n- **πŸ“„ Documents** - Folder-based documents from the legacy system\n- **πŸ—οΈ Schema Information** - Complete object structures and relationships\n- **πŸ“‹ Backup Manifest** - Detailed statistics and recovery information\n\n**Backup Structure:**\n```\nsalesforce-backup-2025-06-04T16-16-35-660Z/\nβ”œβ”€β”€ metadata/ # Schema and object definitions\nβ”œβ”€β”€ data/ # JSON data of all objects\nβ”œβ”€β”€ files/\nβ”‚ β”œβ”€β”€ content-versions/ # Modern files\nβ”‚ β”œβ”€β”€ attachments/ # Legacy attachments\nβ”‚ └── documents/ # Legacy documents\n└── backup-manifest.json # Backup overview\n```\n\n### `salesforce_backup_list`\n**πŸ“‹ Show Available Backups** - Overview of all local backups with statistics and metadata.\n\n```javascript\n// List all available backups\n{}\n\n// Details about a specific backup\n{\n \"backup_name\": \"salesforce-backup-2025-06-04T16-16-35-660Z\"\n}\n```\n\n### `salesforce_time_machine`\n**⏰ Time Travel Through Salesforce Data** - Analyzes data changes between different backup time points and enables targeted recovery.\n\n```javascript\n// Compare current state with a backup\n{\n \"backup_timestamp\": \"2025-06-04T16:16:35.660Z\",\n \"object_name\": \"Account\"\n}\n\n// Show all changes since a specific backup\n{\n \"backup_timestamp\": \"2025-06-04T16:16:35.660Z\",\n \"show_all_changes\": true\n}\n\n// Detailed analysis for specific records\n{\n \"backup_timestamp\": \"2025-06-04T16:16:35.660Z\",\n \"object_name\": \"Contact\", \n \"record_id\": \"003XX000008b6cYAQ\"\n}\n```\n\n**Time Machine Features:**\n- **πŸ“Š Data Comparison** - Shows differences between backup and current state\n- **πŸ” Change History** - Which fields were changed when\n- **πŸ—‘οΈ Deleted Records** - Finds records that were deleted since the backup\n- **πŸ“ˆ Growth Analysis** - Statistical evaluation of data development\n- **🎯 Targeted Recovery** - Precise identification of changes\n\n### `salesforce_auth`\nAuthenticate with Salesforce. Automatically detects if authentication is needed and handles OAuth flow.\n\n```javascript\n// Example: Standard authentication (detects if needed)\n{}\n\n// Example: Force re-authentication even if tokens appear valid\n{\n \"force\": true\n}\n```\n\n**✨ Key Features:**\n- **Automatic Detection**: Claude automatically suggests this tool when authentication is needed\n- **No Manual Setup**: Eliminates the need to run `npm run setup` manually \n- **Smart Authentication**: Only authenticates when necessary, checks existing tokens first\n- **Seamless Integration**: Works transparently in the background\n\nThis tool is **automatically suggested** when:\n- You try to use Salesforce tools without authentication\n- Your tokens have expired\n- Authentication errors occur\n- First-time setup is needed\n\n## 🧠 Smart Learning System\n\n### Why is Learning Important?\n\nEvery Salesforce installation is unique with:\n- **Custom Objects** like \"TimeTracking__c\", \"Project__c\", \"CustomerCare__c\"\n- **Custom Fields** on standard objects\n- **Specific Workflows** and validation rules\n- **Individual Data Structures**\n\nThe AI's normal training model only knows standard Salesforce objects. Without knowledge of your specific installation, the AI cannot provide intelligent assistance.\n\n### How Does Learning Work?\n\n1. **One-time Analysis**: `salesforce_learn` analyzes your complete installation\n2. **Local Documentation**: All objects, fields and relationships are stored locally\n3. **Intelligent Support**: Claude can then make precise suggestions and answer complex questions\n\n### Example Workflow:\n\n```\nYou: \"Are there any time tracking entries for July 2025?\"\n\nWithout Learning:\n❌ Claude: \"I don't know any object called 'TimeTracking'\"\n\nWith Learning:\nβœ… Claude: \"I'm checking the 'TimeTracking__c' object for entries from July 2025...\"\n Automatically executes the correct SOQL query\n```\n\n### When Should You Use Learning?\n\n- **During initial setup** - Once after installation\n- **After major changes** - When new Custom Objects are added\n- **When having problems** - When Claude doesn't find objects or fields\n\n### What is Learned?\n\n- **All SObjects** (Standard and Custom)\n- **All Fields** with data types and permissions\n- **Relationships** between objects\n- **Picklist Values** and validation rules\n- **Required Fields** for better validation\n\n**πŸ’‘ Learning runs only once and then makes all further interactions much more intelligent!**\n\n## πŸ’‘ Usage Examples\n\n### πŸš€ First Steps After Installation\n\n1. **Authentication**: Claude automatically detects when authentication is needed\n2. **Start Learning**: \n ```\n You: \"Learn my Salesforce installation\"\n Claude: Automatically uses the salesforce_learn tool\n ```\n3. **Explore Installation**:\n ```\n You: \"Show me an overview of my Salesforce installation\"\n Claude: Uses salesforce_installation_info for a summary\n ```\n\n### πŸ” Intelligent Queries with Learned Installation\n\n```\nYou: \"Show me all projects from this year\"\nClaude: Automatically recognizes your \"Project__c\" Custom Object and creates:\nSELECT Id, Name, StartDate__c, Status__c FROM Project__c WHERE CALENDAR_YEAR(CreatedDate) = 2025\n```\n\n```\nYou: \"Are there any time tracking entries for July 2025?\"\nClaude: Finds your \"TimeTracking__c\" object and queries:\nSELECT Id, Name, Month__c, Hours__c FROM TimeTracking__c WHERE Month__c = 'July 2025'\n```\n\n### Query Examples\n\n```soql\n-- Get all accounts in the technology industry\nSELECT Id, Name, Industry, Website FROM Account WHERE Industry = 'Technology'\n\n-- Find contacts created this week\nSELECT Id, Name, Email, CreatedDate FROM Contact WHERE CreatedDate = THIS_WEEK\n\n-- Get opportunities closing this quarter\nSELECT Id, Name, Amount, CloseDate FROM Opportunity WHERE CloseDate = THIS_QUARTER\n```\n\n### Working with Custom Objects\n\nThe server automatically discovers custom objects:\n\n```javascript\n// Describe a custom object\n{\n \"sobject\": \"CustomProject__c\"\n}\n\n// Query custom object\n{\n \"query\": \"SELECT Id, Name, CustomField__c FROM CustomProject__c LIMIT 10\"\n}\n\n// Create custom object record\n{\n \"sobject\": \"CustomProject__c\",\n \"data\": {\n \"Name\": \"New Project\",\n \"CustomField__c\": \"Custom Value\"\n }\n}\n```\n\n## πŸ’Ύ Backup & Time Machine Features\n\n### πŸš€ Salesforce Backup System\n\nThe MCP Salesforce Server offers a **professional backup system** that can secure your complete Salesforce installation:\n\n#### What Makes the Backup System Special?\n\n- **🎯 Complete Coverage**: Backs up all three Salesforce file systems\n - **Modern Files** (ContentDocument/ContentVersion) \n - **Legacy Attachments** (classic attachments)\n - **Documents** (folder-based legacy documents)\n\n- **πŸ“Š Intelligent Data Collection**: \n - All queryable objects (Standard + Custom)\n - Up to 20 fields per object for comprehensive data backup\n - Automatic filtering of binary fields\n\n- **⚑ High Performance**:\n - Parallel downloads with configurable concurrency\n - Retry logic with exponential backoff\n - Batch processing for large data volumes\n\n#### Creating a Backup\n\n```\nYou: \"Create a backup of my Salesforce data\"\nClaude: Automatically starts the salesforce_backup tool\n```\n\n**Backup Result:**\n```\nβœ… Backup successfully created!\nπŸ“Š Statistics:\n- 7 objects backed up\n- 1,247 records exported \n- 6 files downloaded\n- 4.07 MB total size\n- Duration: 23 seconds\n\nπŸ“ Location: /backups/salesforce-backup-2025-06-04T16-16-35-660Z/\n```\n\n#### Backup Structure\n\n```\nsalesforce-backup-2025-06-04T16-16-35-660Z/\nβ”œβ”€β”€ backup-manifest.json # Backup overview with statistics\nβ”œβ”€β”€ metadata/\nβ”‚ β”œβ”€β”€ objects-schema.json # All object definitions\nβ”‚ └── file-manifest.json # File download protocol\nβ”œβ”€β”€ data/ # JSON data of all objects\nβ”‚ β”œβ”€β”€ Account.json # Account records\nβ”‚ β”œβ”€β”€ Contact.json # Contact records\nβ”‚ β”œβ”€β”€ Opportunity.json # Opportunity records\nβ”‚ └── CustomObject__c.json # Custom Object data\n└── files/ # All Salesforce files\n β”œβ”€β”€ content-versions/ # Modern files (.pdf, .docx, etc.)\n β”œβ”€β”€ attachments/ # Legacy attachments\n └── documents/ # Legacy documents\n```\n\n### ⏰ Time Machine Feature\n\nThe **Time Machine** enables you to travel through time and analyze data changes:\n\n#### Main Features\n\n- **πŸ” Data Comparison**: Compares current state with historical backups\n- **πŸ“Š Change Analysis**: Shows exactly which fields have changed\n- **πŸ—‘οΈ Deleted Records**: Finds records that were deleted since the backup\n- **πŸ“ˆ Trend Analysis**: Statistical evaluation of data development\n\n#### Using Time Machine\n\n```\nYou: \"Compare the current Account data with the backup from June 4th\"\nClaude: Uses salesforce_time_machine for detailed analysis\n```\n\n**Example Result:**\n```\n⏰ Time Machine Analysis - Account Object\nπŸ“… Backup: 2025-06-04T16:16:35.660Z vs. Current\n\nπŸ“Š Changes found:\nβ€’ Modified records: 3\nβ€’ New records: 2 \nβ€’ Deleted records: 1\n\nπŸ” Details:\nAccount \"Aionda GmbH\" (001XX000003DHPF):\n- BillingStreet: \"Alte Straße 1\" β†’ \"KΓΆnigstraße 10a\"\n- BillingCity: \"MΓΌnchen\" β†’ \"Stuttgart\"\n- LastModifiedDate: 2025-06-04 β†’ 2025-06-04\n\nAccount \"TechCorp Ltd\" (001XX000003DHPG):\n- Status: Active β†’ Inactive\n- LastModifiedDate: 2025-06-03 β†’ 2025-06-04\n```\n\n#### Practical Use Cases\n\n1. **πŸ“‹ Compliance & Audit**: Evidence of data changes\n2. **πŸ”§ Error Analysis**: \"What was different before the problem?\"\n3. **πŸ“Š Data Quality**: Monitoring data integrity\n4. **🚨 Change Management**: Control over critical changes\n5. **πŸ’‘ Business Intelligence**: Trend analysis over time\n\n### 🎯 Recommended Backup Workflow\n\n```\n1. Initial Setup:\n You: \"Learn my Salesforce installation\"\n β†’ Claude analyzes your complete org\n \n2. Regular Backups:\n You: \"Create a backup\"\n β†’ Claude backs up all data and files\n \n3. Monitoring:\n You: \"Show me all available backups\"\n β†’ Claude lists backup history\n \n4. Analysis:\n You: \"What has changed since the last backup?\"\n β†’ Claude uses Time Machine for comparison\n```\n\n**πŸ’‘ Pro Tip**: Combine Learning + Backup + Time Machine for maximum Salesforce control!\n\n## πŸ”’ Security\n\n- **Token Storage**: Refresh tokens stored securely in `cache/salesforce-tokens.json` with restricted file permissions (600)\n- **No Plaintext Secrets**: Access tokens kept in memory only\n- **Automatic Refresh**: Tokens refreshed automatically before expiration\n- **Secure Cleanup**: Tokens removed from memory after use\n- **Input Validation**: All inputs validated and sanitized\n- **Migration**: File-based token storage with 600 permissions for secure credential management\n\n## πŸ§ͺ Testing\n\n```bash\n# Run tests\nnpm test\n\n# Test authentication\nnpm run setup -- --test\n\n# Validate configuration\nnpm run setup -- --validate\n```\n\n## πŸ› Troubleshooting\n\n### Authentication Issues\n\n**🎯 Automatic Authentication**: Claude automatically detects authentication issues and suggests the `salesforce_auth` tool. No manual troubleshooting needed!\n\n**Common Scenarios:**\n1. **First-time use**: Claude will automatically suggest authentication when you first try to use Salesforce tools\n2. **Token expiration**: When tokens expire, Claude detects this and prompts for re-authentication \n3. **Invalid credentials**: Clear error messages guide you to fix configuration issues\n4. **Session expired**: Automatic detection with friendly prompts to re-authenticate\n\n### Token Security\n\n**πŸ”’ Secure Token Storage**: Authentication tokens are stored securely in the local file system with strict permissions.\n\n**Security Features:**\n- **File Permissions**: Token files are created with `0600` permissions (readable/writable only by owner)\n- **Location**: Tokens stored in `cache/salesforce-tokens.json` (excluded from git)\n- **Automatic Security**: Permission verification and automatic fixing if needed\n- **No Network Exposure**: Tokens never leave your local machine\n- **File-based Security**: Secure token storage with strict file permissions for credential protection\n\n**Security Verification:**\n```bash\n# Check token file security\nls -la cache/salesforce-tokens.json\n# Should show: -rw------- (600 permissions)\n\n# Run security test\nnode test-token-security.js\n```\n\n**What this means:**\n- Other users on your system **cannot** read your Salesforce tokens\n- Only your user account has access to the authentication data\n- Prevents unauthorized access to your Salesforce organization\n- Complies with security best practices for credential storage\n\n### Quick Fix in Claude Desktop\nIf you get authentication errors, simply tell Claude:\n```\nAuthenticate with Salesforce\n```\nOr Claude will automatically suggest: `Use the salesforce_auth tool to authenticate with Salesforce`\n\n**✨ No more manual terminal setup!** Everything happens seamlessly through Claude Desktop.\n\n### Connection Issues\n\n1. **\"Cannot connect to Salesforce\"**: Verify your Instance URL\n2. **\"Insufficient permissions\"**: Check user permissions in Salesforce\n3. **\"CORS errors\"**: Ensure Connected App callback URL is correct\n\n### Common SOQL Errors\n\n1. **Field not found**: Use API names, not field labels\n2. **Object not found**: Check spelling and API name of objects\n3. **Syntax errors**: Ensure proper SOQL syntax with single quotes\n\n## πŸ“š Documentation\n\n- [OAuth Setup Guide](docs/oauth-guide.md) - Detailed Connected App configuration\n- [Setup Instructions](docs/setup.md) - Step-by-step setup process \n- [Usage Examples](docs/examples.md) - Comprehensive usage examples\n- [Architecture Plan](mcp-salesforce-architecture.md) - Technical architecture details\n\n## 🀝 Contributing\n\n1. Fork the repository\n2. Create a feature branch: `git checkout -b feature-name`\n3. Make your changes and test thoroughly\n4. Submit a pull request with detailed description\n\n## πŸ“„ License\n\nMIT License - see [LICENSE](LICENSE) file for details.\n\n## πŸ†˜ Support\n\n- **Issues**: Report bugs and feature requests via GitHub Issues\n- **Documentation**: Check the `docs/` folder for detailed guides\n- **Community**: Join discussions in GitHub Discussions\n\n---\n\n**Made with ❀️ for the MCP ecosystem**\n","readmeFilename":"README.md"}