Interact with Salesforce data and metadata through SOQL queries, SOSL searches and record management APIs.
接入配置
选择客户端,复制配置,再按项目文档补齐环境变量。
claude mcp add salesforce --env SALESFORCE_ACCESS_TOKEN='<SALESFORCE_ACCESS_TOKEN>' --env SALESFORCE_INSTANCE_URL='<SALESFORCE_INSTANCE_URL>' --env SALESFORCE_PASSWORD='<SALESFORCE_PASSWORD>' --env SALESFORCE_SECURITY_TOKEN='<SALESFORCE_SECURITY_TOKEN>' --env SALESFORCE_USERNAME='<SALESFORCE_USERNAME>' -- uvx --from mcp-salesforce-connector salesforce~/.codex/config.toml
[mcp_servers.salesforce]
command = "uvx"
args = ["--from", "mcp-salesforce-connector", "salesforce"]
env = { SALESFORCE_ACCESS_TOKEN = "<SALESFORCE_ACCESS_TOKEN>", SALESFORCE_INSTANCE_URL = "<SALESFORCE_INSTANCE_URL>", SALESFORCE_PASSWORD = "<SALESFORCE_PASSWORD>", SALESFORCE_SECURITY_TOKEN = "<SALESFORCE_SECURITY_TOKEN>", SALESFORCE_USERNAME = "<SALESFORCE_USERNAME>" }
# codex mcp add salesforce --env SALESFORCE_ACCESS_TOKEN='<SALESFORCE_ACCESS_TOKEN>' --env SALESFORCE_INSTANCE_URL='<SALESFORCE_INSTANCE_URL>' --env SALESFORCE_PASSWORD='<SALESFORCE_PASSWORD>' --env SALESFORCE_SECURITY_TOKEN='<SALESFORCE_SECURITY_TOKEN>' --env SALESFORCE_USERNAME='<SALESFORCE_USERNAME>' -- uvx --from mcp-salesforce-connector salesforce~/.cursor/mcp.json
{
"mcpServers": {
"salesforce": {
"command": "uvx",
"args": [
"--from",
"mcp-salesforce-connector",
"salesforce"
],
"env": {
"SALESFORCE_ACCESS_TOKEN": "<SALESFORCE_ACCESS_TOKEN>",
"SALESFORCE_INSTANCE_URL": "<SALESFORCE_INSTANCE_URL>",
"SALESFORCE_PASSWORD": "<SALESFORCE_PASSWORD>",
"SALESFORCE_SECURITY_TOKEN": "<SALESFORCE_SECURITY_TOKEN>",
"SALESFORCE_USERNAME": "<SALESFORCE_USERNAME>"
}
}
}
}.vscode/mcp.json
{
"servers": {
"salesforce": {
"type": "stdio",
"command": "uvx",
"args": [
"--from",
"mcp-salesforce-connector",
"salesforce"
],
"env": {
"SALESFORCE_ACCESS_TOKEN": "<SALESFORCE_ACCESS_TOKEN>",
"SALESFORCE_INSTANCE_URL": "<SALESFORCE_INSTANCE_URL>",
"SALESFORCE_PASSWORD": "<SALESFORCE_PASSWORD>",
"SALESFORCE_SECURITY_TOKEN": "<SALESFORCE_SECURITY_TOKEN>",
"SALESFORCE_USERNAME": "<SALESFORCE_USERNAME>"
}
}
}
}~/.gemini/settings.json
{
"mcpServers": {
"salesforce": {
"command": "uvx",
"args": [
"--from",
"mcp-salesforce-connector",
"salesforce"
],
"env": {
"SALESFORCE_ACCESS_TOKEN": "<SALESFORCE_ACCESS_TOKEN>",
"SALESFORCE_INSTANCE_URL": "<SALESFORCE_INSTANCE_URL>",
"SALESFORCE_PASSWORD": "<SALESFORCE_PASSWORD>",
"SALESFORCE_SECURITY_TOKEN": "<SALESFORCE_SECURITY_TOKEN>",
"SALESFORCE_USERNAME": "<SALESFORCE_USERNAME>"
}
}
}
}claude_desktop_config.json
{
"mcpServers": {
"salesforce": {
"command": "uvx",
"args": [
"--from",
"mcp-salesforce-connector",
"salesforce"
],
"env": {
"SALESFORCE_ACCESS_TOKEN": "<SALESFORCE_ACCESS_TOKEN>",
"SALESFORCE_INSTANCE_URL": "<SALESFORCE_INSTANCE_URL>",
"SALESFORCE_PASSWORD": "<SALESFORCE_PASSWORD>",
"SALESFORCE_SECURITY_TOKEN": "<SALESFORCE_SECURITY_TOKEN>",
"SALESFORCE_USERNAME": "<SALESFORCE_USERNAME>"
}
}
}
}.trae/mcp.json
{
"mcpServers": {
"salesforce": {
"command": "uvx",
"args": [
"--from",
"mcp-salesforce-connector",
"salesforce"
],
"env": {
"SALESFORCE_ACCESS_TOKEN": "<SALESFORCE_ACCESS_TOKEN>",
"SALESFORCE_INSTANCE_URL": "<SALESFORCE_INSTANCE_URL>",
"SALESFORCE_PASSWORD": "<SALESFORCE_PASSWORD>",
"SALESFORCE_SECURITY_TOKEN": "<SALESFORCE_SECURITY_TOKEN>",
"SALESFORCE_USERNAME": "<SALESFORCE_USERNAME>"
}
}
}
}需要的环境变量
SALESFORCE_ACCESS_TOKENSALESFORCE_INSTANCE_URLSALESFORCE_PASSWORDSALESFORCE_SECURITY_TOKENSALESFORCE_USERNAME
把占位值换成你自己的密钥;不要把密钥提交到代码仓库。