Salesforce Lens — MCP Server

Bring Salesforce org auditing directly into your AI assistant. Ask "run an audit of my org", pick an org and an audit from clickable menus, and get a plain-English summary — no extra services, no manual queries. Works in Cursor, Claude Desktop, and Claude Code.

Prerequisites

• Node.js ≥ 18
• Salesforce CLI authenticated: sf org login web --set-default

Quickstart

Add one of the snippets below to your client config, then restart the client.

Cursor (~/.cursor/mcp.json)

{
  "mcpServers": {
    "salesforce-lens": {
      "command": "npx",
      "args": ["-y", "@iivanov/salesforce-lens@latest", "--stdio"]
    }
  }
}

Claude Desktop (~/Library/Application Support/Claude/claude_desktop_config.json)

Same shape as Cursor — add the salesforce-lens entry under mcpServers and restart Claude Desktop with Cmd+Q.

Claude Code

claude mcp add salesforce-lens \
  --scope user \
  -- npx -y @iivanov/salesforce-lens@latest --stdio

What you can do

• Platform audits — run 30+ org-health checks covering Apex code quality, security & sharing, automation hygiene, integration patterns, data model, and more. Results are summarised in plain English with actionable findings.
• OmniStudio explorer — browse OmniScripts, Integration Procedures, DataMappers, FlexCards, and Vlocity actions; run per-component or org-wide compliance sweeps.
• Industry & licensing — inspect cloud-specific license usage and configuration.
• Branded reports — export any result as a self-contained HTML or Markdown report in Salesforce visual style.

How a conversation flows

1. Say "run an audit of my Salesforce org" (or open the audit_my_salesforce_org prompt from the MCP prompt picker).
2. A clickable org picker appears — select from your locally authenticated SF CLI orgs.
3. A clickable audit picker lists all audits grouped by category — select one.
4. The assistant returns a summary and offers to run another audit.

On clients without form-picker support the same flow works via a numbered text menu — just reply with the number shown.

Configuration

No environment variables are required. If you want to pin a specific org without using the picker, set SF_TARGET_ORG to an org alias or username in the client config's env block.

Troubleshooting

• command not found: npx — Cursor and Claude Desktop don't always inherit your shell PATH. Set command to the absolute path from which npx (e.g. /usr/local/bin/npx).
• Empty org picker — run sf org list to confirm at least one org is authenticated; log in with sf org login web --set-default if the list is empty.
• Numbered menu instead of picker — your client version doesn't support form elicitation. The pick-and-run flow still works; just reply with a number.
• Enable verbose logging — add "env": { "MCP_DEBUG": "1" } to the server config to print diagnostics to stderr.

Telemetry

Salesforce Lens collects anonymous usage data (version, OS, Node version, random install ID) to improve the tool. Set SALESFORCE_LENS_NO_TELEMETRY=1 to opt out.

Issues & contributing

Report bugs and request features on the monorepo issue tracker. Development docs (running from source, adding audits, publishing) are in the root README.md.