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mcp-server-salesforce MCP server

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Overview

The mcp-server-salesforce is a Model Context Protocol server implementation designed for interacting with Salesforce, allowing users to manage notes and generate summaries.

To use the mcp-server-salesforce, install the server and configure it according to your environment. You can add notes using the provided tool and summarize them with the available prompt.

  • Custom note storage system with a unique note:// URI scheme. - Ability to create summaries of stored notes with adjustable detail levels. - Tools for adding new notes and notifying clients of changes.
  1. Managing and summarizing notes for Salesforce interactions.
  2. Storing and retrieving notes efficiently using a custom URI scheme.
  3. Facilitating quick access to important information through summarized notes.

Add to your AI client

Use these steps to connect mcp-server-salesforce MCP server in Cursor, Claude, VS Code, and other MCP-compatible apps. The same JSON appears in the Use with menu above for one-click copy.

Cursor

Add this to your .cursor/mcp.json file in your project root, then restart Cursor.

.cursor/mcp.json

{
  "mcpServers": {
    "mcp-server-salesforce-kazuki1213": {
      "command": "npx",
      "args": [
        "-y",
        "@modelcontextprotocol/server-mcp-server-salesforce-kazuki1213"
      ]
    }
  }
}

Claude Desktop

Add this server entry to the mcpServers object in your Claude Desktop config, then restart the app.

~/Library/Application Support/Claude/claude_desktop_config.json (macOS) or %APPDATA%\Claude\claude_desktop_config.json (Windows)

{
  "mcpServers": {
    "mcp-server-salesforce-kazuki1213": {
      "command": "npx",
      "args": [
        "-y",
        "@modelcontextprotocol/server-mcp-server-salesforce-kazuki1213"
      ]
    }
  }
}

Claude Code

Add this to your project's .mcp.json file. Claude Code will detect it automatically.

.mcp.json (project root)

{
  "mcpServers": {
    "mcp-server-salesforce-kazuki1213": {
      "command": "npx",
      "args": [
        "-y",
        "@modelcontextprotocol/server-mcp-server-salesforce-kazuki1213"
      ]
    }
  }
}

VS Code (Copilot)

Add this to your .vscode/mcp.json file. Requires the GitHub Copilot extension with MCP support enabled.

.vscode/mcp.json

{
  "servers": {
    "mcp-server-salesforce-kazuki1213": {
      "type": "stdio",
      "command": "npx",
      "args": [
        "-y",
        "@modelcontextprotocol/server-mcp-server-salesforce-kazuki1213"
      ]
    }
  }
}

Windsurf

Add this to your Windsurf MCP config file, then restart Windsurf.

~/.codeium/windsurf/mcp_config.json

{
  "mcpServers": {
    "mcp-server-salesforce-kazuki1213": {
      "command": "npx",
      "args": [
        "-y",
        "@modelcontextprotocol/server-mcp-server-salesforce-kazuki1213"
      ]
    }
  }
}

Cline

Open Cline settings, navigate to MCP Servers, and add this server configuration.

Cline MCP Settings (via UI)

{
  "mcpServers": {
    "mcp-server-salesforce-kazuki1213": {
      "command": "npx",
      "args": [
        "-y",
        "@modelcontextprotocol/server-mcp-server-salesforce-kazuki1213"
      ]
    }
  }
}

FAQ

What is the purpose of the mcp-server-salesforce?

It serves as a server for managing notes and generating summaries in the context of Salesforce.

How do I add a note?

Use the 'add-note' tool with the required name and content arguments.

Can I customize the summary detail level?

Yes, you can specify a 'style' argument to control the detail level of the summary.7:["$","div",null,{"className":"container mx-auto flex flex-col gap-4","children":["$L26","$L27",["$","$L28",null,{"currentProject":{"id":2659,"uuid":"667f9340-ddac-4674-9607-dd1b0cdde462","name":"mcp-server-salesforce","title":"mcp-server-salesforce MCP server","description":"","avatar_url":"https://avatars.githubusercontent.com/u/2619195?v=4","created_at":"2025-03-13T09:26:07.066Z","updated_at":"2025-03-13T09:40:00.643Z","status":"created","author_name":"kazuki1213","author_avatar_url":"https://avatars.githubusercontent.com/u/2619195?v=4","tags":"mcp-server,salesforce,model-context-protocol","category":"developer-tools","is_featured":false,"sort":1,"url":"https://github.com/kazuki1213/mcp-server-salesforce","target":"_self","content":"$29","summary":"$2a","img_url":null,"type":null,"metadata":"{\"star\":\"0\",\"license\":\"\",\"language\":\"Python\",\"is_official\":false,\"latest_commit_time\":\"2025-03-10 12:52:16\"}","user_uuid":null,"tools":null,"sse_url":null,"sse_provider":null,"sse_params":null,"is_official":false,"server_command":null,"server_params":null,"server_config":null,"allow_call":false,"is_innovation":false,"is_dxt":false,"dxt_manifest":null,"dxt_file_url":null,"is_audit":false},"randomProjects":[],"currentServerKey":"$undefined"}]]}]

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