# Salesforce Cloud [Health: Active]

**Category:** 👤 Customer Data Platforms  
**Repository:** https://github.com/aaronsb/salesforce-cloud  
**GitHub Stars:** 6  
**npm Downloads (last month):** 260  
**Views:** 1  
**Installs:** 0  
**Upvotes:** 0  
**Directory Page:** https://allmcps.com/mcp/salesforce-cloud

## Description
Salesforce CRM integration — opportunities, accounts, SOQL, file downloads, analytics

## Claude Desktop Quick Installation
Install path detected from listing signals. Uses `npx` (confidence: high):

```json
"mcpServers": {
  "salesforce-cloud": {
    "command": "npx",
    "args": ["-y","@aaronsb/salesforce-cloud-mcp"],
    "env": {
      "SF_CLIENT_ID": "",
      "SF_CLIENT_SECRET": "",
      "SF_USERNAME": "",
      "SF_PASSWORD": "",
      "SF_LOGIN_URL": ""
    }
  }
}
```

**Requires environment variables:** `SF_CLIENT_ID`, `SF_CLIENT_SECRET`, `SF_USERNAME`, `SF_PASSWORD`, `SF_LOGIN_URL` — the values above are empty placeholders; fill in real credentials before running (see the repository for what each one is for).

## Documentation

## What Salesforce Cloud does

Salesforce Cloud MCP server exposes Salesforce CRM data and operations to AI assistants through MCP. It is designed for sales workflows that combine record access with analysis, including finding opportunities, reviewing account information, examining engagement activity, and comparing current deals with previously won opportunities.

The server supports natural-language requests that can be translated into Salesforce searches or SOQL queries. It also provides standard CRUD operations for Salesforce data, pagination for larger result sets, and response structures intended for AI workflows. The repository description additionally identifies file downloads and analytics as supported use cases.

Analytical workflows include opportunity intelligence, conversation and engagement analysis, pipeline evaluation, performance analysis, and recommendations based on similar successful deals.

## How it works

The MCP server runs as a Node.js process and gives a compatible AI client access to Salesforce through configured tools. A user can ask for records using business terms such as an account, opportunity stage, amount, or involved employee. The assistant then searches Salesforce or constructs a SOQL query for the requested information.

Salesforce Cloud MCP server includes field-discovery guidance for organizations that use custom Salesforce fields. Custom fields commonly end in `__c`, but their names vary by Salesforce org. The `describe_object` tool can inspect an object and return its fields when `includeFields` is enabled. The `search_fields` tool helps locate fields when the API name is unknown. Field metadata can then be used to form a query against standard or custom fields.

Pagination is available for result sets that exceed a single response. This is relevant when searching broad opportunity, account, activity, or other Salesforce data collections.

## Setup and configuration

Install the package with `npx @aaronsb/salesforce-cloud-mcp`, install it globally with npm, or build the repository from source with `npm install`, `npm run build`, and `node build/index.js`.

The configuration example is for Claude Desktop and starts the server with Node. Add the server under the client’s `mcpServers` object, then provide the Salesforce credentials as environment variables. The README gives separate configuration paths for Linux and macOS Claude Desktop installations.

Salesforce Cloud MCP server uses a Salesforce Connected App for authentication. Create the app in Salesforce Setup through App Manager, enable OAuth, add the required scopes, and use its Consumer Key and Consumer Secret as the client credentials. `SF_LOGIN_URL` defaults to `https://login.salesforce.com` when it is not set.

## Tools and capabilities

- Search opportunities, accounts, and other Salesforce records.
- Run SOQL queries against Salesforce data.
- Inspect object metadata and discover standard or custom fields.
- Create, read, update, and delete Salesforce records.
- Analyze engagement, pipeline patterns, and similar won opportunities.
- Generate business cases and executive summaries as PDFs.
- Retrieve files and handle paginated responses.

## Limitations and notes

Field names and available objects depend on the connected Salesforce org. A label shown in Salesforce’s user interface may map to a different API name, especially for custom fields. Inspect object metadata before querying unfamiliar fields or constructing queries that depend on organization-specific schema.

_Full upstream README: https://allmcps.com/mcp/salesforce-cloud/readme_