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Salesforce MCP Server

Salesforce MCP for marketers: hosted MCP servers that connect Claude, ChatGPT or Cursor to your org, plus the DX MCP server for developers. Setup and safety.

Pricing: paid
Page updated: 2026-09-22

Salesforce's hosted MCP docs don't list a separate MCP fee, but you need a Salesforce org with API access and an admin to set it up. The DX MCP server is free and open source.

View docs

https://api.salesforce.com/platform/mcp/v1/platform/sobject-reads

Salesforce has two official MCP routes, and they're for different people. Salesforce Hosted MCP Servers went GA in April 2026. Salesforce runs them at api.salesforce.com/platform/mcp/v1/... and any MCP client (Claude, ChatGPT, Cursor) connects over OAuth. The Salesforce DX MCP server (@salesforce/mcp) runs locally through the Salesforce CLI and exists for developers deploying metadata and running Apex tests.

For marketing ops, go hosted and start with the platform/sobject-reads server. It reads leads, contacts, campaigns and opportunities with SOQL or cross-object search, and it can't change a single record. Once you trust the setup, add sobject-mutations for creates and updates. Every call runs as the logged-in user, so field-level security, object permissions and sharing rules still apply.

A workflow that pays off before a pipeline review: ask Claude for every opportunity created in the last two quarters, grouped by primary campaign source and stage, then have it write three talking points on which campaigns actually produce pipeline. That's one SOQL query and a summary. No report builder, no CSV.

The catch is setup. A Salesforce admin has to create an External Client App (OAuth with PKCE) and switch on the servers you want, because the standard servers are off by default. If you're not the admin, send them this page. The DX server is the wrong tool for this job: it's built for code and metadata, not for campaign questions.

Official vs community Salesforce MCP

Salesforce Hosted MCP Servers

Remote server URL: https://api.salesforce.com/platform/mcp/v1/platform/sobject-reads

Both official options come from Salesforce, so the real question is hosted vs DX. Marketers and RevOps should use the hosted servers: they work in Claude and ChatGPT, run as the logged-in user and let you start read-only. Pick the DX MCP server only if you're a developer working in a Salesforce DX project (deploys, Apex tests, LWC work).

What you can ask it

“Show every opportunity created in the last two quarters, grouped by primary campaign source and stage. Which campaigns produce pipeline and which just produce leads?”
“List leads from last month's webinar that haven't been contacted yet, with owner and lead score.”
“Find everything related to Acme Corp: contacts, open opportunities and recent cases.”
“What's our lead-to-opportunity conversion rate by lead source this year?”
“Which campaigns have more than 500 members but zero closed-won opportunities?”

Features

Read-only `sobject-reads` server: SOQL queries, cross-object search, related records and schema lookup
Write access split by risk: `sobject-mutations` (create and update), `sobject-deletes`, and `sobject-all`
Field-level security, object permissions and sharing rules enforced on every tool call
Product servers for Data 360, Tableau Next, CRM Analytics (beta) and Salesforce CMS content
Custom hosted servers that turn your own Flows and Apex actions into tools
Sandbox URLs so you can test prompts before pointing an agent at production
DX MCP server (`@salesforce/mcp`) for developers: 60+ tools in toolsets like orgs, metadata, data and testing

How to set up the Salesforce MCP Server

Works with: Claude, Claude Code, ChatGPT, Cursor

Hosted server + Claude (needs a Salesforce admin once) 1. Admin: in Setup, create an External Client App with the OAuth scopes from Salesforce's guide, PKCE turned on, and Claude's callback URL. Copy the consumer key. 2. Admin: activate the hosted servers you want. Start with SObject Reads. 3. In Claude, open Customize > Connectors, click Add and choose Add custom connector. 4. Enter a name and this server URL:

https://api.salesforce.com/platform/mcp/v1/platform/sobject-reads

For a sandbox or scratch org, use https://api.salesforce.com/platform/mcp/v1/sandbox/platform/sobject-reads. 5. Under OAuth client, pick Use your own OAuth client, paste the consumer key and leave the secret blank. 6. Click Connect and log in to your org. Claude Code picks up the same connector. Salesforce has separate guides for ChatGPT and Cursor that use the same server URLs. DX MCP server (developers) 1. Install the Salesforce CLI and authorize your org with sf org login web. 2. Add this to .mcp.json in your project for Claude Code:

{
  "mcpServers": {
    "Salesforce DX": {
      "command": "npx",
      "args": ["-y", "@salesforce/mcp",
               "--orgs", "DEFAULT_TARGET_ORG",
               "--toolsets", "orgs,metadata,data,users",
               "--tools", "run_apex_test",
               "--allow-non-ga-tools"]
    }
  }
}

Alternatives

Salesforce DX MCP server

Official, local and open source. Built for developers working with metadata and code, not for campaign reporting.

Zapier MCP

Skips the External Client App setup, but you're limited to Zapier's Salesforce actions.

FAQ

Is there an official Salesforce MCP server?

Yes, two. Salesforce Hosted MCP Servers (GA since April 2026) connect AI clients to your org over OAuth, and the Salesforce DX MCP server (@salesforce/mcp) is a local server for developers.

How do I connect Salesforce to Claude?

An admin creates an External Client App and activates a hosted server. Then in Claude you add a custom connector with a URL like https://api.salesforce.com/platform/mcp/v1/platform/sobject-reads and paste the app's consumer key as your own OAuth client.

Can the Salesforce MCP change my data?

Only if you let it. The sobject-reads server is read-only. Write access lives in separate servers (sobject-mutations, sobject-deletes, sobject-all) that an admin has to activate.

Does it respect Salesforce permissions?

Yes. Every tool call runs as the authenticated user, with field-level security, object permissions and sharing rules applied.

Does it work with ChatGPT?

Yes. Salesforce publishes setup guides for Claude, ChatGPT, Cursor and Postman.

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Added: 2026-03-08 · Last reviewed: 2026-09-22