MCP server
Salesforce MCP server
Salesforce's official DX MCP server lets AI query data with SOQL, manage orgs and metadata, run tests and assign permission sets.
- Official server
- CRM and sales
At a glance
- Maintained by
- Salesforce (Salesforce CLI team)
- Tools exposed
- 9 listed below
- Reviewed
- September 24, 2026
Why it matters
What it does and why it matters
Salesforce is the CRM for many larger sales and service teams. The Salesforce DX MCP server, from the Salesforce CLI team, is built mainly for administrators and developers: it can run SOQL queries, list orgs, deploy and retrieve metadata, assign permission sets and run Apex and agent tests.
Salesforce also runs hosted MCP servers, generally available since April 2026, for working with records directly. Which one fits depends on whether the goal is building on Salesforce or working with its data.
The DX server runs locally with the Salesforce CLI and uses orgs you have authorized. Deploying metadata changes a live org, so we point it at sandboxes during development and keep production deployments in a reviewed pipeline.
Use cases
Best business use cases
Data questions
Admin and dev work
Testing
Access setup
Tools
Available tools
Tool names as published by the maintainer at review time. Versions change, so check the repository for the current list.
Read and write: Read and write: queries, metadata deploy and retrieve, users, tests and code analysis. Aimed at developers and admins.
-
run_soql_queryRun a SOQL query against an org.
-
list_all_orgsList configured orgs, with optional connection check.
-
get_usernamePick the right username or alias for an operation.
-
deploy_metadataDeploy metadata from a DX project to an org.
-
retrieve_metadataRetrieve metadata from an org to a DX project.
-
assign_permission_setAssign a permission set to a user.
-
run_apex_testRun Apex tests in an org.
-
run_agent_testRun agent tests in an org.
-
resume_tool_operationResume a long-running operation.
Workflows
Example workflows
Test a change in a sandbox
-
1
Connect a sandbox org.
-
2
The assistant deploys the metadata change.
-
3
It runs the Apex tests.
-
4
It summarizes failures.
-
5
A developer fixes and repeats.
Answer a data question
-
1
Ask how many open cases each team has.
-
2
The assistant writes a SOQL query.
-
3
It runs it against the org.
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4
It returns a table.
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5
You ask follow-up questions.
Prompts
Example prompts
“How many open opportunities over $50,000 are in the negotiation stage?”
“Run the Apex tests in the sandbox and summarize any failures.”
“Retrieve the metadata for the Account page layout.”
Setup
Installation and configuration
Examples for Claude Desktop and Claude Code. Replace the placeholder values with your own keys, and store secrets outside version control.
Claude Desktop: claude_desktop_config.json
{
"mcpServers": {
"Salesforce DX": {
"command": "npx",
"args": [
"-y",
"@salesforce/mcp",
"--orgs",
"DEFAULT_TARGET_ORG",
"--toolsets",
"orgs,metadata,data,users",
"--tools",
"run_apex_test",
"--allow-non-ga-tools"
]
}
}
}Claude Code: terminal
claude mcp add salesforce -- npx -y @salesforce/mcp --orgs DEFAULT_TARGET_ORG --toolsets orgs,metadata,data,users- Hosted server: https://api.salesforce.com/platform/mcp/v1/platform/sobject-all (hosted, unverified from primary docs).
- Local server: npm: @salesforce/mcp.
- Needs: Orgs already authorized in the Salesforce CLI; --orgs is required. Hosted servers use an External Client App with OAuth and PKCE..
Security
Security considerations
-
Right user, right access
Connect with a user whose CRM role fits the task, not an admin.
-
Start read-only
Begin with lookups. Add create and update actions one at a time.
-
Customer data
Use sandboxes for development, and limit production access.
-
Audit changes
Review records changed through the assistant, especially in the first weeks.
Related servers
Servers that pair well with it
HubSpot
HubSpot's official hosted MCP server lets AI search and manage CRM records, query CRM data and work with marketing emails, pages and posts.
Zendesk
A community MCP server that lets AI read Zendesk tickets, comments and attachments, create tickets and add comments.
Slack
Slack's own hosted MCP server lets AI search messages, read channels and threads, look up people, draft or send messages and create canvases.
Keep exploring
Solutions and services that use it
Related services
View all related services- MCP integration Connect AI assistants to your CRM, files, databases and tools through Model Context Protocol servers, with safe permissions.
- CRM integration Connect your CRM to forms, email, billing and support so customer records stay complete without typing.
- AI agents AI that takes actions in your systems, such as qualifying leads or processing requests, with people checking the results.
- AI-Powered Web Development Business websites, customer portals, dashboards and web applications that load fast, rank well and are easy to change.
- Automation and Integrations CRM, payment and API integrations, MCP connections and workflows that stop people copying data by hand.
- Landing pages Single-purpose pages for a campaign, a launch or a product, built to load fast and test quickly.
Solutions
View all solutions- AI lead qualification Score, research and route every new inquiry so your team talks to the best leads first.
- AI sales research agent Short, sourced briefings on each prospect before a call, drafted by an AI agent from public information and your CRM.
- AI automation and integrations Connect the tools you already use so data moves once, correctly, and AI reads the parts that arrive as text or documents.
- AI support agent An assistant that answers routine questions from your own content, checks orders and hands anything else to a person.
- Internal help desk assistant An assistant in Slack or Teams that answers policy and how-to questions from your handbooks and opens tickets when needed.
- Feedback analysis Read every review, survey and ticket, group them by theme and sentiment, and show what customers keep asking for.
Industries
View all industries- Insurance Claims intake, document and photo processing, policy knowledge assistants and customer portals for brokers and insurers.
- Real estate Listing sites, lead handling, CRM automation and document workflows for agencies, brokers and developers.
- Professional services Client portals, proposal drafting, knowledge assistants and internal tools for consultancies, agencies and firms.
- Recruiting and staffing Candidate screening assistants, ATS integrations, interview notes and onboarding automation for recruiters and staffing firms.
- Marketing agencies Landing pages, content workflows, client reporting and white-label development capacity for marketing agencies.
Guides and articles
View all guides and articles- How to connect AI to your CRM Connect AI assistants to HubSpot, Salesforce or other CRMs safely, with the tasks worth automating first.
- What are AI agents and how do businesses use them? What AI agents are, real business uses, the controls they need and how to start with one safely.
- What is the Model Context Protocol? A business guide to MCP: what it is, how MCP servers work, who supports it and how to start using it.
- How to build an AI workflow with MCP servers Plan, connect and test an AI workflow that uses MCP servers, from a single task to a reliable process.
- AI chatbot vs AI agent What separates a chatbot that answers from an agent that acts, and when you need each.
Glossary terms
View all glossary terms- CRM A CRM, or customer relationship management system, stores contacts, companies, deals and interactions so a team can manage its customer relationships in one place.
- API integration An API integration connects two or more systems through their APIs so data and actions flow between them automatically.
- AI agent An AI agent is software that uses a language model to plan steps, call tools and act toward a goal, instead of only answering one question.
- Model Context Protocol The Model Context Protocol, or MCP, is an open standard for connecting AI assistants to external tools and data in a consistent way.
- MCP server An MCP server is a program or hosted service that exposes a system's data and actions as tools that AI assistants can use through the Model Context Protocol.
- Tool calling Tool calling is when an AI model asks the application to run a tool, such as a search or database lookup, and then uses the result in its answer.
FAQ
Questions people ask us
Have a question that is not here? Ask us directly.
Yes. The DX MCP server is from the Salesforce CLI team, and Salesforce also runs hosted MCP servers.
DX for admin and development work, and the hosted servers for working with records.
It can deploy metadata. Keep production changes in a reviewed pipeline.