12. Salesforce MCP Server

The Salesforce MCP Server lets your Agent interact with Salesforce via NPX(Node Package eXecute). It provides access to Salesforce data and features using OAuth 2.0 Client Credentials.

In simple words is a platform that companies use to manage their customers, sales, contacts, and business data , like a digital address book combined with a sales tracker.

What does this MCP do?

By activating this MCP, the user is essentially giving an AI assistant the ability to talk directly to your Salesforce account. This means your Agent can:

• Read the data, like looking up a customer, a deal, or a contact stored in Salesforce

• Create or update records, like adding a new contact or updating the status of a sale

• Search through the user’s Salesforce information, without the user having to log in and do it manually

• Run actions inside Salesforce , based on the user’s instructions, given in plain conversational language

Example

Instead of logging into Salesforce, navigating through menus, and searching for a client, simply ask the AI: for instance, "Find me the value of the latest deal with Acme Corp".

Configuration parameters

Parameter	Required	Description
salesforce_client_id	Yes	Client ID of the Connected App registered on Salesforce.
salesforce_client_secret	Yes	Client Secret of the Salesforce Connected App.
salesforce_instance_url	Yes	Your Salesforce instance URL (e.g. https://acme.my.salesforce.com).
salesforce_connection_type	No	OAuth connection type. Default: OAuth_2.0_Client_Credentials. Change only if you use a different flow.

Custom parameters

• apiVersion: salesforce API version

• timeout: maximum request time (seconds)

• retries: retries in case of error

• loginUrl: authentication URL (different for sandbox)

• maxRecords: maximum number of records per query

{
  "apiVersion": "v60.0",
  "timeout": 60,
  "retries": 3,
  "loginUrl": "https://login.salesforce.com",
  "maxRecords": 2000
}