# Salesforce Cloud

Wires your AI agent into Salesforce: finds opportunities, reads engagement history and builds business cases as PDF.

- MCP server · `type=mcp` · Claude Code, Codex, Cursor, GitHub Copilot, Windsurf (Devin Desktop), Cline, Zed, Gemini CLI · ★ 6
- Author: aaronsb
- License: MIT · policy=link-only · description only; the file stays with the author
- Source: https://github.com/aaronsb/salesforce-cloud
- Updated: 2026-08-31
- HTML: https://affpapa.org/en/nevibecode/mcp/salesforce-cloud

## What it does

The server hands the agent a set of Salesforce tools. You ask in plain language and it searches opportunities, pulls together calls and emails for one account, looks up comparable deals you already closed, and writes a business case document. Standard CRUD calls and SOQL queries are there too. Responses come paginated, so large result sets stay manageable for the model.

It runs from `npx @aaronsb/salesforce-cloud-mcp`. You need OAuth credentials from a Connected App: `SF_CLIENT_ID`, `SF_CLIENT_SECRET`, `SF_USERNAME`, `SF_PASSWORD`, with `SF_LOGIN_URL` pointing at `https://login.salesforce.com`. Without those variables the server has nothing to authenticate with. An org admin creates the Connected App in Setup under App Manager, turns on OAuth, saves it, waits for activation and copies the Consumer Key.

You can register the server in your platform's config, or drop the JSON block into the Claude Desktop file — `~/.config/Claude/claude_desktop_config.json` on Linux, `~/Library/Application Support/Claude/claude_desktop_config.json` on macOS. MIT licensed, so you can adapt the code to your own process.

## Requirements
- Needs: Node.js (commands run via npx)
- Environment variables: `SF_CLIENT_ID`, `SF_CLIENT_SECRET`, `SF_USERNAME`, `SF_PASSWORD`, `SF_LOGIN_URL` — keys and tokens: ask the human for the values, never commit them or put them in shared files.
- Works with: Salesforce

## Install

### Claude Code (native platform)

**Platform CLI**
```bash
claude mcp add --env SF_CLIENT_ID=<SF_CLIENT_ID> --env SF_CLIENT_SECRET=<SF_CLIENT_SECRET> --env SF_USERNAME=<SF_USERNAME> --env SF_PASSWORD=<SF_PASSWORD> --env SF_LOGIN_URL=<SF_LOGIN_URL> --transport stdio salesforce-cloud -- npx -y @aaronsb/salesforce-cloud-mcp
```
Replace <…> with your own values

### Codex

**Platform CLI**
```bash
codex mcp add salesforce-cloud --env SF_CLIENT_ID=<SF_CLIENT_ID> --env SF_CLIENT_SECRET=<SF_CLIENT_SECRET> --env SF_USERNAME=<SF_USERNAME> --env SF_PASSWORD=<SF_PASSWORD> --env SF_LOGIN_URL=<SF_LOGIN_URL> -- npx -y @aaronsb/salesforce-cloud-mcp
```
Replace <…> with your own values

### Cursor

**Config file**
File `.cursor/mcp.json`:
```json
{
    "mcpServers": {
        "salesforce-cloud": {
            "command": "npx",
            "args": [
                "-y",
                "@aaronsb/salesforce-cloud-mcp"
            ],
            "env": {
                "SF_CLIENT_ID": "<SF_CLIENT_ID>",
                "SF_CLIENT_SECRET": "<SF_CLIENT_SECRET>",
                "SF_USERNAME": "<SF_USERNAME>",
                "SF_PASSWORD": "<SF_PASSWORD>",
                "SF_LOGIN_URL": "<SF_LOGIN_URL>"
            }
        }
    }
}
```
Replace <…> with your own values

### GitHub Copilot

**Config file**
File `.vscode/mcp.json`:
```json
{
    "servers": {
        "salesforce-cloud": {
            "type": "stdio",
            "command": "npx",
            "args": [
                "-y",
                "@aaronsb/salesforce-cloud-mcp"
            ],
            "env": {
                "SF_CLIENT_ID": "<SF_CLIENT_ID>",
                "SF_CLIENT_SECRET": "<SF_CLIENT_SECRET>",
                "SF_USERNAME": "<SF_USERNAME>",
                "SF_PASSWORD": "<SF_PASSWORD>",
                "SF_LOGIN_URL": "<SF_LOGIN_URL>"
            }
        }
    }
}
```
Replace <…> with your own values

### Gemini CLI

**Platform CLI**
```bash
gemini mcp add -e SF_CLIENT_ID=<SF_CLIENT_ID> -e SF_CLIENT_SECRET=<SF_CLIENT_SECRET> -e SF_USERNAME=<SF_USERNAME> -e SF_PASSWORD=<SF_PASSWORD> -e SF_LOGIN_URL=<SF_LOGIN_URL> salesforce-cloud npx -y @aaronsb/salesforce-cloud-mcp
```
Replace <…> with your own values

## When to use it
- find open opportunities tied to a named solution engineer
- see which stakeholders an account has actually met
- produce a business case PDF for one opportunity
- compare a live deal against similar closed-won ones
- pull opportunities at a given stage with SOQL

## Example prompts
- Find open opportunities where Aaron Rochelle is the solution engineer
- Analyze engagement on the Acme Corp deal — who have we talked to and who is missing
- Generate a business case document for this opportunity

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