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supports search, query, and describe operations.","maintainers":[{"name":"anilrajvadangi","email":"v.anilraj@gmail.com"}],"readme":"# Salesforce MCP Server\n\nA Model Context Protocol (MCP) server for Salesforce integration with Claude Desktop. This package provides a local MCP server that can be easily configured with Claude Desktop using npx.\n\n## Dual-Use Package: Local & Remote MCP Server\n\nThis package supports **both** deployment modes:\n- **Local MCP Server**: For Claude Desktop (uses environment variables from config)\n- **Remote MCP Server**: For Claude Web/Cloudflare Workers (uses environment variables from deployment)\n\n## Quick Start\n\n### Option 1: Local MCP Server\n      \"args\": [\"@anilrajvadangi/mcp-server-salesforce\"],\n      \"env\": {\n        \"SALESFORCE_USERNAME\": \"your-username@company.com\",\n        \"SALESFORCE_PASSWORD\": \"your-password\",\n        \"SALESFORCE_SECURITY_TOKEN\": \"your-security-token\",\n        \"SALESFORCE_LOGIN_URL\": \"https://login.salesforce.com\"\n      }\n    }\n  }\n}\n```\n\n### Option 2: Remote MCP Server (Cloudflare Workers)\n\n1. **Deploy as Cloudflare Worker:**\n```bash\nnpm run deploy:worker\n```\n\n2. **Set environment variables in Cloudflare:**\n- `SALESFORCE_USERNAME`\n- `SALESFORCE_PASSWORD` \n- `SALESFORCE_SECURITY_TOKEN`\n- `SALESFORCE_LOGIN_URL`\n\n3. **Use with Claude Web:**\nAdd your worker URL as a remote MCP connector.\n\n### Local Development\n\n1. **Clone and install:**\n```bash\ngit clone <repository-url>\ncd SalesforceMCP\nnpm install\n```\n\n2. **Build the package:**\n```bash\nnpm run build\n```\n\n3. **Configure environment:**\nCreate a `.env` file or set environment variables:\n```env\nSALESFORCE_USERNAME=your-username@company.com\nSALESFORCE_PASSWORD=your-password\nSALESFORCE_SECURITY_TOKEN=your-security-token\nSALESFORCE_LOGIN_URL=https://login.salesforce.com\n```\n\n4. **Run locally:**\n```bash\nnpm start\n```\n\n## Claude Desktop Configuration\n\n### Option 1: Using npx (No installation required)\n```json\n{\n  \"mcpServers\": {\n    \"salesforce\": {\n      \"command\": \"npx\",\n      \"args\": [\"@anilrajvadangi/mcp-server-salesforce\"],\n      \"env\": {\n        \"SALESFORCE_USERNAME\": \"your-username@company.com\",\n        \"SALESFORCE_PASSWORD\": \"your-password\", \n        \"SALESFORCE_SECURITY_TOKEN\": \"your-security-token\",\n        \"SALESFORCE_LOGIN_URL\": \"https://login.salesforce.com\"\n      }\n    }\n  }\n}\n```\n\n### Option 2: Local Development/Testing\n```json\n{\n  \"mcpServers\": {\n    \"salesforce\": {\n      \"command\": \"node\",\n      \"args\": [\"C:/windsurf/SalesforceMCP/dist/index.js\"],\n      \"env\": {\n        \"SALESFORCE_USERNAME\": \"your-username@company.com\",\n        \"SALESFORCE_SECURITY_TOKEN\": \"your-security-token\", \n        \"SALESFORCE_LOGIN_URL\": \"https://login.salesforce.com\",\n        \"NODE_TLS_REJECT_UNAUTHORIZED\": \"0\"\n      }\n    }\n  }\n}\n\n## Features\n\n* **Object and Field Management**: Create and modify custom objects and fields using natural language\n* **Smart Object Search**: Find Salesforce objects using partial name matches\n* **Detailed Schema Information**: Get comprehensive field and relationship details for any object\n* **Flexible Data Queries**: Query records with relationship support and complex filters\n* **Data Manipulation**: Insert, update, delete, and upsert records with ease\n* **Cross-Object Search**: Search across multiple objects using SOSL\n* **Aggregate Queries**: Perform COUNT, COUNT_DISTINCT, SUM, AVG, MIN, MAX with optional GROUP BY\n* **Intuitive Error Handling**: Clear feedback with Salesforce-specific error details\n\n## Example Usage\n\n### Searching Objects\n```\n\"Find all objects related to Accounts\"\n\"Show me objects that handle customer service\"\n\"What objects are available for order management?\"\n```\n\n### Getting Schema Information\n```\n\"What fields are available in the Account object?\"\n\"Show me the picklist values for Case Status\"\n\"Describe the relationship fields in Opportunity\"\n```\n\n### Querying Records\n```\n\"Get all Accounts created this month\"\n\"Show me high-priority Cases with their related Contacts\"\n\"Find all Opportunities over $100k\"\n```\n\n### Aggregate Queries\n```\n\"How many Accounts do we have?\"\n\"Total Opportunity Amount by Stage\"\n\"Average Case Age for Closed cases this quarter\"\n```\n\nUse the `salesforce_aggregate_query` tool when you need counts or statistics without retrieving full records. It supports:\n\n- COUNT, COUNT_DISTINCT\n- SUM(field), AVG(field), MIN(field), MAX(field)\n- Optional GROUP BY (e.g., `Owner.Name`, `StageName`, `Region__c`)\n\nInputs:\n\n- aggregateFunction: one of COUNT, COUNT_DISTINCT, SUM, AVG, MIN, MAX\n- field: required for all except COUNT without field\n- object: Salesforce object (e.g., Account, Opportunity)\n- whereClause: optional filters; large numbers are normalized (e.g., 50000000000.0)\n- groupBy: comma-separated fields for grouping\n\nOutputs:\n\n- Returns the executed SOQL and either a single `result` or grouped `results` array with group fields and `{function}_result` values.\n\n## Development\n\n### Building from source\n```bash\n# Clone the repository\ngit clone https://github.com/tomydearraj/SalesforceMCP.git\n\n# Navigate to directory\ncd SalesforceMCP\n\n# Install dependencies\nnpm install\n\n# Build the project\nnpm run build\n```\n\n## Troubleshooting\n\n1. **Authentication Errors**\n   - Verify your credentials are correct\n   - For username/password auth: ensure security token is correct\n   - For OAuth2: verify consumer key and secret\n\n2. **Connection Issues**\n   - Check your Salesforce instance URL\n   - Verify network connectivity\n   - Ensure proper API access permissions\n\n3. **Cursor IDE Integration**\n   - Restart Cursor IDE after configuration changes\n   - Check Developer Tools (Help > Toggle Developer Tools) for error messages\n   - Verify the package is installed globally\n\n4. **Claude Desktop Integration**\n   - Verify configuration file location\n   - Check file permissions\n   - Restart Claude Desktop after configuration changes\n   - Ensure environment variables are properly set\n   - Verify network connectivity\n   - Ensure proper API access permissions\n\n3. **Cursor IDE Integration**\n   - Restart Cursor IDE after configuration changes\n   - Check Developer Tools (Help > Toggle Developer Tools) for error messages\n   - Verify the package is installed globally\n\n4. **Claude Desktop Integration**\n   - Verify configuration file location\n   - Check file permissions\n   - Restart Claude Desktop after configuration changes\n   - Ensure environment variables are properly set\n\n## Contributing\nContributions are welcome! Feel free to submit a Pull Request.\n\n## License\nThis project is licensed under the MIT License - see the [LICENSE](LICENSE) file for details.\n\n## Issues and Support\nIf you encounter any issues or need support, please file an issue on the GitHub repository.","readmeFilename":"README.md"}