Overview

The Salesforce DX MCP Server is a specialized Model Context Protocol (MCP) implementation designed to facilitate seamless interaction between large language models (LLMs) and Salesforce orgs. This MCP server provides a robust set of tools and capabilities that enable LLMs to read, manage, and operate Salesforce resources securely.

Official Server:

Developed and maintained by Salesforce CLI

Key Features

☁️

Salesforce Org Management

Interact with Salesforce orgs, including authorization and environment customization.

🗃️

Metadata and Data Operations

Manage Salesforce metadata and perform data operations securely.

🧑‍💻

User and Apex Test Management

Manage Salesforce users and execute Apex tests.

🛠️

Extensible Toolsets

Utilize various toolsets for orgs, metadata, data, and users, with support for non-GA tools.

Available Tools

Quick Reference

Tool	Purpose	Category
`orgs`	Manage Salesforce orgs	Management
`metadata`	Manage Salesforce metadata	Management
`data`	Perform data operations	Data
`users`	Manage Salesforce users	Management
`run_apex_tests`	Execute Apex tests	Testing

Detailed Usage

orgs▶

Tools for managing Salesforce organizations.

use_mcp_tool({
  server_name: "Salesforce DX",
  tool_name: "orgs",
  arguments: {
    // specific orgs arguments
  }
});

metadata▶

Tools for managing Salesforce metadata.

use_mcp_tool({
  server_name: "Salesforce DX",
  tool_name: "metadata",
  arguments: {
    // specific metadata arguments
  }
});

data▶

Tools for performing data operations in Salesforce.

use_mcp_tool({
  server_name: "Salesforce DX",
  tool_name: "data",
  arguments: {
    // specific data arguments
  }
});

users▶

Tools for managing Salesforce users.

use_mcp_tool({
  server_name: "Salesforce DX",
  tool_name: "users",
  arguments: {
    // specific users arguments
  }
});

run_apex_tests▶

Tool for executing Apex tests in Salesforce.

use_mcp_tool({
  server_name: "Salesforce DX",
  tool_name: "run_apex_tests",
  arguments: {
    // specific run_apex_tests arguments
  }
});

Installation

{
  "mcpServers": {
    "Salesforce DX": {
      "command": "npx",
      "args": [
        "-y",
        "@salesforce/mcp",
        "--orgs", "DEFAULT_TARGET_ORG",
        "--toolsets", "orgs,metadata,data,users",
        "--tools", "run_apex_tests",
        "--allow-non-ga-tools"
      ]
    }
  }
}

Configuration:

Replace DEFAULT_TARGET_ORG with your authorized Salesforce org. You can specify toolsets and tools as needed.

Common Use Cases

1. Querying Salesforce Data

Retrieve records from Salesforce using natural language queries.

// Example: Get all Accounts with their related Contacts
use_mcp_tool({
  server_name: "Salesforce DX",
  tool_name: "data",
  arguments: {
    query: "SELECT Id, Name, (SELECT Id, FirstName, LastName FROM Contacts) FROM Account"
  }
});

2. Managing Salesforce Metadata

Create or modify custom objects and fields.

// Example: Create a new custom object
use_mcp_tool({
  server_name: "Salesforce DX",
  tool_name: "metadata",
  arguments: {
    action: "createCustomObject",
    objectName: "MyCustomObject__c",
    label: "My Custom Object"
  }
});

3. Executing Apex Tests

Run specific Apex tests within your Salesforce org.

// Example: Run all tests in a specific Apex class
use_mcp_tool({
  server_name: "Salesforce DX",
  tool_name: "run_apex_tests",
  arguments: {
    classNames: ["MyApexTestClass"]
  }
});

4. User Management

Create or update Salesforce users.

// Example: Create a new Salesforce user
use_mcp_tool({
  server_name: "Salesforce DX",
  tool_name: "users",
  arguments: {
    action: "createUser",
    username: "[email protected]",
    email: "[email protected]",
    lastName: "User",
    profileId: "Standard User Profile ID"
  }
});

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