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mcp-salesforce-example

by lciesielski 6 stars lciesielski/mcp-salesforce-example

A sample project for integrating Salesforce with MCP for email and Apex deployment.

READMEmaster

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.

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