@snokam/salesforce-mcp

MCP (Model Context Protocol) server for Salesforce CRM integration. Enables AI agents like Olaf to interact with Salesforce data directly.

Features

• 🔍 Search contacts, leads, and accounts
• 📊 View opportunities pipeline
• 📝 Create tasks
• 🔧 Execute custom SOQL queries (read-only)
• 📋 Get recent activities

Installation

cd backend/apps/salesforce-mcp
pnpm install
pnpm build

Configuration

Uses the same environment variables as the existing chatgpt-function:

SALESFORCE_CONSUMER_KEY=your_connected_app_consumer_key
SALESFORCE_CONSUMER_SECRET=your_connected_app_consumer_secret

Uses client_credentials OAuth flow against https://snokam.my.salesforce.com.

Usage with mcporter

Add to your ~/.mcporter/config.yaml:

servers:
  salesforce:
    command: node
    args:
      - /path/to/monorepo/backend/apps/salesforce-mcp/dist/index.js
    env:
      SALESFORCE_CONSUMER_KEY: ${SALESFORCE_CONSUMER_KEY}
      SALESFORCE_CONSUMER_SECRET: ${SALESFORCE_CONSUMER_SECRET}

Available Tools

| Tool | Description | | --------------------------- | --------------------------------------------------------------- | | search_contacts | Search contacts by name, email, or company | | search_leads | Search leads with optional status filter | | search_accounts | Search accounts/companies with type filter | | get_account | Get detailed account info with contacts and opportunities | | get_opportunities | View pipeline with stage/account filters | | get_strategic_contacts | Get contacts from strategic priority accounts needing follow-up | | get_contact_activities | Get recent events and tasks for a contact | | get_comprehensive_contact | Full contact info with account details and activities | | soql_query | Execute custom SOQL queries (SELECT only) |

Development

pnpm dev  # Run with tsx

Jira

• SNO-3449: Sette opp MCP-server for Salesforce-integrasjon