Delegate SF MCP — v0.2

Nightly Salesforce hygiene sync. Human approval required before anything commits.

Setup

1. Install

npm install

2. Salesforce Connected App

In Salesforce Setup → App Manager → New Connected App:

• Enable OAuth Settings: ✅
• Callback URL: http://localhost:8482/callback
• OAuth Scopes: api, refresh_token
• Save → wait 2-10 min to propagate

Copy the Consumer Key and Consumer Secret.

3. Authenticate

node auth.js

Browser opens → log in → approve → tokens saved to tokens.json. Done.

4. Configure Claude Desktop

In ~/Library/Application Support/Claude/claude_desktop_config.json:

{
  "mcpServers": {
    "delegate-sf": {
      "command": "node",
      "args": ["/ABSOLUTE/PATH/TO/delegate-mcp/src/index.js"]
    }
  }
}

Replace /ABSOLUTE/PATH/TO/delegate-mcp with the actual path.

5. Restart Claude Desktop

Quit fully (⌘Q) and reopen. The tools should appear.

Tools

| Tool | What it does | |------|-------------| | sf_query | Run any SOQL query | | sf_get_record | Get a record by ID | | sf_search | SOSL search by name/keyword | | sf_describe | Get field metadata for any object | | sf_create | Create a record (runs verify first) | | sf_update | Update a record | | sf_verify_exists | Duplicate check before create | | sf_hygiene_score | Account hygiene score 0–100 |

Re-authenticate

node auth.js
# Answer 'y' to re-authenticate

Tokens refresh automatically during normal use.