@tsmztech/mcp-server-salesforce
MCP ServerFreeA Salesforce connector MCP Server.
Capabilities7 decomposed
salesforce record crud operations via mcp protocol
Medium confidenceExposes Salesforce object create, read, update, and delete operations through the Model Context Protocol (MCP) as callable tools. Implements MCP's tool schema interface to translate Claude function calls into Salesforce REST API requests, handling authentication via OAuth 2.0 or session tokens and marshaling responses back as structured JSON for LLM consumption.
Implements MCP's tool schema protocol specifically for Salesforce, allowing Claude to natively call Salesforce operations without intermediate API gateway or custom function definitions — the MCP server acts as a direct bridge translating Claude's tool calls into Salesforce REST API requests with automatic authentication handling.
Tighter integration than generic REST API wrappers because it uses MCP's native tool protocol, eliminating the need for developers to manually define function schemas or manage authentication state in their Claude prompts.
salesforce soql query execution with result streaming
Medium confidenceExecutes Salesforce Object Query Language (SOQL) queries through the MCP interface and returns paginated or streamed result sets. The server parses SOQL syntax, validates against Salesforce object metadata, and streams large result sets back to Claude in chunks to avoid context window overflow, with automatic handling of Salesforce's 2000-record query result limits.
Integrates SOQL query execution directly into MCP's tool interface, allowing Claude to construct and execute queries conversationally without leaving the chat context, with built-in pagination handling to work within Claude's context window constraints.
More natural than exporting Salesforce reports or using REST API explorers because Claude can iteratively refine queries based on results, and the MCP protocol ensures queries are executed with the authenticated user's permissions automatically.
salesforce object metadata introspection and schema discovery
Medium confidenceProvides Claude with real-time access to Salesforce object schemas, field definitions, relationships, and picklist values through MCP tools. The server queries Salesforce's Describe API endpoints to fetch metadata about available objects, their fields (type, length, required status), and valid field values, enabling Claude to construct valid SOQL queries and CRUD operations without hardcoding field names.
Exposes Salesforce's Describe API as MCP tools, allowing Claude to dynamically discover and reason about object schemas in real-time rather than relying on static documentation or pre-configured field mappings, enabling adaptive query and form generation.
More flexible than static schema documentation because Claude can query metadata on-demand and adapt its behavior based on actual org configuration, and more reliable than hardcoded field lists because it reflects the current state of the Salesforce org.
salesforce authentication and session management via mcp
Medium confidenceManages OAuth 2.0 authentication flows and session token lifecycle for Salesforce API access. The MCP server handles credential storage, token refresh, and session validation, abstracting authentication complexity from Claude so that tool calls are automatically authenticated without requiring Claude to manage tokens or credentials directly.
Encapsulates Salesforce OAuth 2.0 handling within the MCP server itself, so Claude never sees or manages credentials — authentication is transparent to the LLM, reducing security surface area compared to passing tokens through prompts or function parameters.
More secure than embedding API keys in prompts or requiring Claude to manage tokens because credentials are server-side only, and more user-friendly than manual token refresh because the MCP server handles token lifecycle automatically.
salesforce batch record operations with error handling
Medium confidenceSupports bulk create, update, or delete operations on multiple Salesforce records in a single MCP tool call. The server batches requests using Salesforce's Composite API or Bulk API, handles partial failures gracefully by returning per-record success/failure status, and provides detailed error messages for failed records without rolling back successful operations.
Implements Salesforce Composite or Bulk API batching within MCP tools, allowing Claude to perform bulk operations in a single tool call rather than looping through individual CRUD operations, with per-record error reporting to enable intelligent error recovery.
More efficient than individual record operations because it reduces API call overhead and network latency, and more resilient than naive batch loops because it provides granular error reporting per record without requiring Claude to implement retry logic.
salesforce relationship traversal and record linking
Medium confidenceEnables Claude to navigate Salesforce object relationships (lookups, master-detail, many-to-many) by following foreign key references and retrieving related records. The server resolves relationship metadata to construct efficient SOQL queries with JOINs, allowing Claude to fetch parent/child records and traverse relationship chains without manually constructing complex queries.
Abstracts Salesforce relationship navigation into high-level MCP tools that Claude can call without understanding SOQL JOIN syntax or relationship cardinality, automatically constructing efficient queries based on metadata.
More intuitive than writing SOQL JOINs because Claude can express relationships in natural language, and more efficient than fetching records individually because the server constructs optimized queries with proper JOINs.
salesforce field validation and constraint enforcement
Medium confidenceValidates record data against Salesforce field constraints (required fields, field length, data type, picklist values, formula fields) before submission. The server uses Salesforce metadata to enforce validation rules, preventing invalid API calls and providing Claude with detailed validation error messages that explain why a field value is invalid and what corrections are needed.
Implements client-side validation using Salesforce metadata before submitting API requests, preventing invalid submissions and providing Claude with detailed constraint information so it can self-correct without trial-and-error.
More efficient than server-side validation because it prevents failed API calls and reduces round-trips, and more helpful than raw Salesforce error messages because it explains constraints in a way Claude can understand and act on.
Capabilities are decomposed by AI analysis. Each maps to specific user intents and improves with match feedback.
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Best For
- ✓Teams building AI agents that need Salesforce integration without custom API wrappers
- ✓Salesforce admins automating record management through Claude conversations
- ✓Developers prototyping Salesforce-connected AI workflows
- ✓Salesforce analysts building AI-powered reporting and search tools
- ✓Teams needing ad-hoc Salesforce queries without writing custom reports
- ✓Developers building conversational Salesforce data exploration interfaces
- ✓Salesforce developers building AI-assisted schema exploration tools
- ✓Teams onboarding new Salesforce orgs and needing AI-guided schema documentation
Known Limitations
- ⚠No built-in transaction support — multi-step operations are not atomic; partial failures require manual rollback
- ⚠Rate limiting depends on Salesforce org limits; no client-side throttling or backoff strategy documented
- ⚠Batch operations not explicitly supported — each record operation is a separate API call, causing N+1 performance issues at scale
- ⚠No field-level security enforcement — relies entirely on Salesforce user permissions of the authenticated session
- ⚠SOQL syntax validation is limited — complex joins or subqueries may fail silently if not properly formatted
- ⚠No query optimization — inefficient SOQL (e.g., queries without WHERE clauses) can timeout on large orgs
Requirements
Input / Output
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A Salesforce connector MCP Server.
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