ai.smithery/kodey-ai-salesforce-mcp-minimal

Run SOQL queries to explore and retrieve Salesforce data. Access accounts, contacts, opportunities…

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# mcp

MCP Server for Interacting with Salesforce Orgs

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## Feedback

 Report bugs and issues [here](https://github.com/forcedotcom/mcp/issues).  
For feature requests and other related topics, start a Discussion [here](https://github.com/forcedotcom/mcp/discussions).  

## Overview of the Salesforce DX MCP Server (Developer Preview)

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.

Key Features:

- Direct interaction with Salesforce orgs through LLM-driven tools.
- Secure access using TypeScript libraries (not shelling out to the `sf` Salesforce CLI).
- Improved security by avoiding the exposure of secrets in plain text.
- Granular access control with org allowlisting.
- Modular tool architecture for easy extensibility.

**NOTE**: The Salesforce DX MCP Server is available as a developer preview. The feature isn’t generally available unless or until Salesforce announces its general availability in documentation or in press releases or public statements. All commands, parameters, and other features are subject to change or deprecation at any time, with or without notice. Don't implement functionality developed with these commands or tools. As we continue to enhance and refine the implementation, the available functionality and tools may evolve. We welcome feedback and contributions to help shape the future of this project.

### Security Features

The Salesforce DX MCP Server was designed with security as a top priority.

- **Uses TypeScript libraries directly**

  - Greatly decreases the size of the MCP Server.
  - Significantly reduces the risk of remote code execution (RCE).

- **No secrets needed in configuration**

  - Eliminates the risk of plain text secret exposure.
  - Accesses pre-existing (encrypted) auth files on the user's machine.
  - Implements allowlisting for auth info key/values to prevent sensitive data exposure.

- **No secrets exposed via MCP tools**

  - Prevents other tools from accessing unencrypted tokens.
  - Tools pass usernames around instead of tokens.

- **Granular access control**

  - MCP Server can access auth info for only orgs that have been explicitly allowlisted.
  - Users specify allowed orgs when starting the server.

### Agentforce for Developers Includes the Salesforce DX MCP Server

Agentforce for Developers is an AI-powered Salesforce developer tool that's available as an easy-to-install Visual Studio Code (VS Code) extension. It includes Dev Agent (developer preview), an intelligent coding partner that provides information and, most importantly, can take action. Through agentic chat powered by MCP, Dev Agent can execute commands and perform complex workflows automatically, right from within VS Code.

The Salesforce DX MCP server is pre-configured in Agentforce for Developers, so you can start using the DX MCP tools immediately after you install the extension in VS Code. 

See [Set Up Agentforce for Developers](https://developer.salesforce.com/docs/platform/einstein-for-devs/guide/einstein-setup.html) and [Chat with Dev Agent (Dev Preview)](https://developer.salesforce.com/docs/platform/einstein-for-devs/guide/devagent-overview.html) for more information. 

## Get Started Using VS Code as the Client

Want to jump in and see what all the fuss is about? Read on!

This example uses Visual Studio Code (VS Code) as the MCP client. After you configure it with the Salesforce DX MCP Server, you then use GitHub Copilot and natural language to easily execute typical Salesforce DX development tasks, such as listing your authorized orgs, viewing org records, and deploying or retrieving metadata.

But you're not limited to using only VS Code and Copilot as the MCP client! As already mentioned, you can use [Agentforce for Developers](README.md#agentforce-for-developers-includes-the-salesforce-dx-mcp-server), which is pre-configured with the DX MCP server.  Or you can [configure many other clients](README.md#configure-other-clients-to-use-the-salesforce-dx-mcp-server) to use the Salesforce DX MCP Server, such as Cursor, Cline, Claude Desktop, Zed, Windsurf, and more. 

**Before You Begin**

For the best getting-started experience, make sure that you have a Salesforce DX environment set up on your computer. In particular:

- [Install Salesforce CLI](https://developer.salesforce.com/docs/atlas.en-us.sfdx_setup.meta/sfdx_setup/sfdx_