# Salesforce

Connects coding assistants to Salesforce CRM to search accounts, edit leads, and record opportunities directly from stdio hosts.

- MCP server · `type=mcp` · Claude Code, Codex, Cursor, GitHub Copilot, Windsurf (Devin Desktop), Cline, Zed, Gemini CLI · ★ 13
- Author: mindstone
- License: not stated · policy=link-only · description only; the file stays with the author
- Source: https://github.com/mindstone/mcp-servers/tree/HEAD/connectors/salesforce
- Updated: 2026-10-22
- HTML: https://affpapa.org/en/nevibecode/mcp/salesforce

## What it does

The package exposes 37 tools connecting local MCP clients to the Salesforce API. Assistants can retrieve organization IDs, modify customer contacts, log sales opportunities, track tasks, and query custom CRM objects. All write operations remain visible in the host interface.

Running the server requires Node.js 20 or newer alongside npm. Authentication operates either through an OAuth flow with a local callback or via a static access token paired with your instance URL. Without a configured Salesforce Connected App, interactive OAuth login will fail immediately.

## Requirements
- Needs: Node.js (commands run via npx)
- Environment variables: `SALESFORCE_CLIENT_ID`, `SALESFORCE_CLIENT_SECRET`, `SALESFORCE_SANDBOX`, `SALESFORCE_ACCESS_TOKEN`, `SALESFORCE_INSTANCE_URL`, `SALESFORCE_CONFIG_DIR`, `SALESFORCE_OAUTH_PORT`, `SALESFORCE_OAUTH_SCOPES` — 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 SALESFORCE_CLIENT_ID=<SALESFORCE_CLIENT_ID> --env SALESFORCE_CLIENT_SECRET=<SALESFORCE_CLIENT_SECRET> --env SALESFORCE_SANDBOX=<SALESFORCE_SANDBOX> --env SALESFORCE_ACCESS_TOKEN=<SALESFORCE_ACCESS_TOKEN> --env SALESFORCE_INSTANCE_URL=<SALESFORCE_INSTANCE_URL> --transport stdio salesforce -- npx -y @mindstone/mcp-server-salesforce
```
Replace <…> with your own values. 3 more environment variables are in the server README

### Codex

**Platform CLI**
```bash
codex mcp add salesforce --env SALESFORCE_CLIENT_ID=<SALESFORCE_CLIENT_ID> --env SALESFORCE_CLIENT_SECRET=<SALESFORCE_CLIENT_SECRET> --env SALESFORCE_SANDBOX=<SALESFORCE_SANDBOX> --env SALESFORCE_ACCESS_TOKEN=<SALESFORCE_ACCESS_TOKEN> --env SALESFORCE_INSTANCE_URL=<SALESFORCE_INSTANCE_URL> -- npx -y @mindstone/mcp-server-salesforce
```
Replace <…> with your own values. 3 more environment variables are in the server README

### Cursor

**Config file**
File `.cursor/mcp.json`:
```json
{
    "mcpServers": {
        "salesforce": {
            "command": "npx",
            "args": [
                "-y",
                "@mindstone/mcp-server-salesforce"
            ],
            "env": {
                "SALESFORCE_CLIENT_ID": "<SALESFORCE_CLIENT_ID>",
                "SALESFORCE_CLIENT_SECRET": "<SALESFORCE_CLIENT_SECRET>",
                "SALESFORCE_SANDBOX": "<SALESFORCE_SANDBOX>",
                "SALESFORCE_ACCESS_TOKEN": "<SALESFORCE_ACCESS_TOKEN>",
                "SALESFORCE_INSTANCE_URL": "<SALESFORCE_INSTANCE_URL>"
            }
        }
    }
}
```
Replace <…> with your own values. 3 more environment variables are in the server README

### GitHub Copilot

**Config file**
File `.vscode/mcp.json`:
```json
{
    "servers": {
        "salesforce": {
            "type": "stdio",
            "command": "npx",
            "args": [
                "-y",
                "@mindstone/mcp-server-salesforce"
            ],
            "env": {
                "SALESFORCE_CLIENT_ID": "<SALESFORCE_CLIENT_ID>",
                "SALESFORCE_CLIENT_SECRET": "<SALESFORCE_CLIENT_SECRET>",
                "SALESFORCE_SANDBOX": "<SALESFORCE_SANDBOX>",
                "SALESFORCE_ACCESS_TOKEN": "<SALESFORCE_ACCESS_TOKEN>",
                "SALESFORCE_INSTANCE_URL": "<SALESFORCE_INSTANCE_URL>"
            }
        }
    }
}
```
Replace <…> with your own values. 3 more environment variables are in the server README

### Gemini CLI

**Platform CLI**
```bash
gemini mcp add -e SALESFORCE_CLIENT_ID=<SALESFORCE_CLIENT_ID> -e SALESFORCE_CLIENT_SECRET=<SALESFORCE_CLIENT_SECRET> -e SALESFORCE_SANDBOX=<SALESFORCE_SANDBOX> -e SALESFORCE_ACCESS_TOKEN=<SALESFORCE_ACCESS_TOKEN> -e SALESFORCE_INSTANCE_URL=<SALESFORCE_INSTANCE_URL> salesforce npx -y @mindstone/mcp-server-salesforce
```
Replace <…> with your own values. 3 more environment variables are in the server README

## When to use it
- locate account records by name and retrieve CRM identifiers
- create new sales opportunities tied to specific accounts
- convert incoming leads into active accounts and contacts
- schedule follow-up tasks linked to existing opportunities

## Example prompts
- Find Acme Corp in Salesforce, create a Q3 expansion opportunity for 75000, and add a follow-up task
- List open leads and update the contact status for the newest entry

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From the same set: [mindstone/mcp-servers](https://affpapa.org/en/nevibecode/by/mindstone/mcp-servers.md) — 40 cards

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