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Salesforce MCP Server

Enterprise CRM platform

crmenterprisesales

About

## Salesforce MCP Server: Enterprise CRM Platform The **Salesforce MCP Server** integrates Salesforce into Google Antigravity, enabling enterprise CRM operations with SOQL queries, object management, and workflow automation directly from your development environment. ### Why Salesforce MCP? - **Enterprise Leader**: The #1 CRM platform worldwide - **Customization**: Highly customizable with custom objects and fields - **AppExchange**: Thousands of pre-built integrations - **AI-Powered**: Einstein AI for predictions and insights - **Platform**: Build custom apps on Salesforce platform ### Key Features #### 1. SOQL Queries ```python # Query records accounts = await mcp.query(""" SELECT Id, Name, Industry, AnnualRevenue, (SELECT Id, FirstName, LastName, Email FROM Contacts) FROM Account WHERE Industry = 'Technology' ORDER BY AnnualRevenue DESC LIMIT 20 """) for account in accounts["records"]: print(f"Account: {account['Name']} - ${account['AnnualRevenue']}") ``` #### 2. Record Operations ```python # Create record account = await mcp.create( sobject="Account", data={ "Name": "Acme Corporation", "Industry": "Technology", "Website": "https://acme.com", "AnnualRevenue": 5000000 } ) # Update record await mcp.update( sobject="Account", id=account["id"], data={"Rating": "Hot"} ) # Delete record await mcp.delete(sobject="Account", id="001xx000003DGbY") ``` #### 3. Bulk Operations ```python # Bulk create results = await mcp.bulk_create( sobject="Contact", records=[ {"FirstName": "John", "LastName": "Doe", "Email": "john@acme.com"}, {"FirstName": "Jane", "LastName": "Smith", "Email": "jane@acme.com"} ] ) # Bulk update await mcp.bulk_update( sobject="Lead", records=[ {"Id": "00Qxx000001234", "Status": "Qualified"}, {"Id": "00Qxx000001235", "Status": "Qualified"} ] ) ``` #### 4. Metadata Operations ```python # Describe object metadata = await mcp.describe(sobject="Account") for field in metadata["fields"]: print(f"Field: {field['name']} ({field['type']})") # Get picklist values picklist = await mcp.get_picklist_values( sobject="Opportunity", field="StageName" ) ``` ### Configuration ```json { "mcpServers": { "salesforce": { "command": "npx", "args": ["-y", "@anthropic/mcp-salesforce"], "env": { "SALESFORCE_INSTANCE_URL": "https://yourorg.salesforce.com", "SALESFORCE_ACCESS_TOKEN": "your-access-token" } } } } ``` ### Use Cases **Data Automation**: Automate data entry and record updates. **Integration Hub**: Sync Salesforce with external systems. **Reporting**: Generate custom reports from CRM data. **Lead Processing**: Automate lead scoring and routing. The Salesforce MCP enables enterprise CRM within your development environment.

Installation

Configuration
{
  "mcpServers": {
    "salesforce": {
      "mcpServers": {
        "salesforce": {
          "env": {
            "SF_PASSWORD": "password",
            "SF_USERNAME": "user@example.com",
            "SF_SECURITY_TOKEN": "token"
          },
          "args": [
            "-y",
            "salesforce-mcp-server"
          ],
          "command": "npx"
        }
      }
    }
  }
}

How to Use

  1. 1Get Salesforce credentials
  2. 2Generate security token
  3. 3Configure API access

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