mcp-salesforce-example

Salesforce MCP Sample Integration

This project provides a basic example of integrating with Salesforce using the Model Context Protocol (MCP). It allows interaction with Salesforce features like sending emails and deploying Apex code through MCP tools.

Prerequisites

• Node.js and npm (or yarn) installed.
• A Salesforce org where you can create a Connected App.

Setup

1. Install Dependencies:

   npm install
   # or
   yarn install
   

2. Configure Salesforce Credentials:

   • You MUST create a credentials.js file inside a utils folder (./utils/credentials.js).
   • This file needs to export a function getSalesforceCredentials() which returns your Salesforce connection details necessary for JWT Bearer Flow authentication.
   • Important: Ensure you have a Connected App configured in Salesforce for JWT authentication, allowing the appropriate scopes and pre-authorizing the relevant user profile.

   utils/credentials.js Example:

   import fs from 'fs';
   import path from 'path';
   // You might load these from environment variables, a config file, etc.
   
   export function getSalesforceCredentials() {
       // --- IMPLEMENT YOUR LOGIC HERE to securely load credentials ---
       const loginUrl = "YOUR_SALESFORCE_LOGIN_URL"; // e.g., https://login.salesforce.com or https://yourdomain.my.salesforce.com
       const username = "YOUR_SALESFORCE_USERNAME";
       const clientId = "YOUR_CONNECTED_APP_CONSUMER_KEY";
       // Load your private key used to sign the JWT assertion
       // Ensure the key is formatted correctly, including BEGIN/END lines.
       const privateKey = fs.readFileSync(path.resolve(__dirname, 'path/to/your/server.key'), 'utf8'); 
       // Example: const privateKey = process.env.SF_PRIVATE_KEY;
   
       if (!loginUrl || !username || !clientId || !privateKey) {
            throw new Error("Missing required Salesforce credentials in utils/credentials.js");
       }
   
       return {
           loginUrl,
           username,
           clientId,
           privateKey
       };
   }
   

3. Configuration File:

   • The repository includes a sample claude_desktop_config.json file that can be used as a template for configuring your MCP server.
   • Update the paths and credentials in this file according to your environment setup.

Running the Server

node server.js

Demo

https://github.com/user-attachments/assets/08c8015a-bc57-4c5e-9f3d-4a9d9d310f4c

Video in higher quality.