Salesforce元数据管理服务器

Step 1: Get domain from your org URL
Use salesforce_get_domain_from_url with: https://your-org.salesforce.com

Step 2: Login
Use salesforce_login_username_password with:
- username: your.email@company.com
- password: YourPassword
- security_token: [Get from Salesforce Settings → Reset Security Token]
- domain: [from step 1]

Step 3: Start using tools!
Use soql_query to run: SELECT Id, Name FROM Account LIMIT 10

# Clone repository
git clone https://github.com/AethereusSF/SF-MCP-Server
cd SF-MCP-Server

# Run setup script (creates venv, installs dependencies, tests installation)
.\setup.bat

# Clone repository
git clone https://github.com/AethereusSF/SF-MCP-Server
cd SF-MCP-Server

# Make scripts executable
chmod +x setup.sh start_mcp.sh start_http.sh

# Run setup script (creates venv, installs dependencies, tests installation)
./setup.sh

{
  "mcpServers": {
    "salesforce-mcp-server": {
      "command": "C:\\path\\to\\Salesforce-MCP-Server\\start_mcp.bat"
    }
  }
}

{
  "mcpServers": {
    "salesforce-mcp-server": {
      "command": "/bin/bash",
      "args": [
        "-c",
        "cd '/absolute/path/to/Salesforce-MCP-Server' && venv/bin/python -m app.main --mcp-stdio"
      ]
    }
  }
}

# Authentication
"Login to Salesforce production"
"Login to Salesforce sandbox"
"Check my login status"

# Health Check
"Check my Salesforce org health"
"Show me my API limits"

# Run Query
"Run SOQL: SELECT Id, Name FROM Account WHERE Industry = 'Technology' LIMIT 10"

# Get Information
"Show me all custom fields on the Account object"
"List all Apex classes in the org"

# Create Apex Class
"Create an Apex class called AccountService with this code:
public class AccountService {
    public static List<Account> getHighValueAccounts() {
        return [SELECT Id, Name, AnnualRevenue FROM Account WHERE AnnualRevenue > 1000000];
    }
}"

# Create Custom Field
"Create a text field called Customer_Code__c on Account with length 50"

# Create Validation Rule
"Create a validation rule on Opportunity that requires Amount when Stage is Closed Won"

# Deploy LWC Component
"Create an LWC component called accountCard"

# Run Tests
"Run all Apex tests and show me the code coverage"
"Run tests from AccountServiceTest class"
"Show me code coverage for AccountService"

# Debug
"Get my last 10 debug logs"
"Show me the full log for 07L4x000000AbcD"
"Execute this Apex: System.debug('Test message');"

# Connect Multiple Orgs
"Login to Salesforce production"
"Login to Salesforce sandbox"

# List & Switch
"List all my connected orgs"
"Switch to org 00D4x000000XyzE"

# Compare
"Compare Apex classes between production and sandbox"
"Compare Account schema between the two orgs"
"Get differences summary between my orgs"

# Bulk Insert
"Bulk insert these Account records: [...]"

# Bulk Upsert (NEW - uses external ID field)
"Bulk upsert Contacts using Email__c as the external ID: [...]"

# Check Status
"Check status of bulk job 7504x000000AbcD"

# Export to CSV
"Export all Opportunities from Q4 2024 to CSV"

# Backup
"Backup all Account records"

# Count Records
"How many Leads were created today?"

# Export Schema
"Export Account, Contact, and Opportunity schemas to JSON"

# Full profile comparison (all sections)
"Compare System Administrator and Standard User profiles"

# Targeted comparison (faster)
"Compare object and field permissions between Sales User and Service User"
→ compare_profiles("Sales User", "Service User", sections="objects,fields")

# Permission set comparison
"Compare Marketing_Admin and Marketing_User permission sets"

# Cross-org profile comparison
"Compare System Administrator profile between production and sandbox"
→ compare_profiles("System Administrator", "System Administrator", org2_user_id="005xx...", sections="all")

# Compare object fields across orgs
"Compare Account object fields between my two connected orgs"

# Compare page layouts
"Compare Account page layout between production and sandbox"
→ compare_page_layouts(
    layout_names="Account-Account Layout",
    source_org_user_id="005xx...",
    target_org_user_id="005yy..."
  )

# Analyze single field
"Where is the Case Status field used?"

# Analyze ALL fields on an object
"Analyze all Case fields and create a CSV report"

# Include reports
"Analyze Account.Customer_Type__c including reports"

# Custom output filename
"Analyze Opportunity fields and save to opp_field_audit.csv"

# Only object + field permissions (fast)
compare_profiles("Admin", "Standard", sections="objects,fields")

# Only system permissions
compare_profiles("Admin", "Standard", sections="system")

# Everything (default)
compare_profiles("Admin", "Standard")

# Server Configuration
SFMCP_MCP_SERVER_NAME=salesforce-mcp-server
SFMCP_LOG_LEVEL=INFO
SFMCP_DEBUG_MODE=false

# OAuth Configuration
SFMCP_OAUTH_CALLBACK_PORT=1717
SFMCP_OAUTH_TIMEOUT_SECONDS=300

# API Configuration
SFMCP_SALESFORCE_API_VERSION=62.0
SFMCP_MAX_RETRIES=3
SFMCP_REQUEST_TIMEOUT_SECONDS=120

# Deployment
SFMCP_DEPLOY_TIMEOUT_SECONDS=300
SFMCP_DEPLOY_POLL_INTERVAL_SECONDS=5

# HTTP/SSE mode (optional)
SFMCP_HTTP_HOST=0.0.0.0
SFMCP_HTTP_PORT=8000
SFMCP_API_KEY=change-this-before-deploying

SF-MCP-Server/
├── app/
│   ├── main.py                          # Entry point, tool imports
│   ├── config.py                        # Configuration management
│   │
│   ├── mcp/
│   │   ├── server.py                    # MCP server setup, tool registration
│   │   └── tools/                       # All MCP tools
│   │       ├── consolidated_metadata.py      # Unified deploy/fetch/list
│   │       ├── consolidated_operations.py    # Bulk ops, export, queries, permissions
│   │       ├── oauth_auth.py                 # OAuth 2.0 + username/password auth
│   │       ├── debugging.py                  # Issue diagnosis (26 QA patterns)
│   │       ├── dynamic_tools.py              # Low-level Metadata API helpers
│   │       ├── multi_org.py                  # Multi-org management
│   │       ├── advanced_comparison.py        # Full profile/permset/schema comparison
│   │       ├── user_management.py            # Backing user permission functions
│   │       ├── schema_analysis.py            # Dependencies, unused fields, ERDs
│   │       ├── org_management.py             # Health check, limits, org info
│   │       ├── automation.py                 # Batch jobs, scheduled jobs
│   │       ├── testing.py                    # Apex tests, coverage
│   │       ├── bulk_operations.py            # Bulk API backing functions
│   │       ├── data_export.py                # Export/backup backing functions
│   │       ├── query_helpers.py              # Query builder backing functions
│   │       ├── documentation.py              # BRD/TDD/Test document generation
│   │       ├── page_layout_comparison.py     # Page layout diff tool
│   │       └── utils.py                      # Response formatting, error handling
│   │
│   ├── services/
│   │   └── salesforce.py                # Connection management, token refresh
│   │
│   └── utils/
│       ├── validators.py                # SOQL injection protection, SafeSOQLBuilder
│       ├── retry.py                     # Retry with exponential backoff
│       ├── logging.py                   # Structured logging
│       ├── cache.py                     # LRU caching system
│       ├── errors.py                    # Enhanced error handling
│       ├── pagination.py                # Pagination utilities
│       └── connection_pool.py           # Connection pooling
│
├── requirements.txt                      # Dependencies
├── .env.example                          # Example configuration
├── CLAUDE.md                             # Developer guide for Claude Code
├── README.md                             # This file
├── setup.bat / setup.sh                  # One-click setup scripts
├── start_mcp.bat / start_mcp.sh          # stdio mode startup
└── start_http.bat / start_http.sh        # HTTP/SSE mode startup

"Login to Salesforce production"

"Logout from all Salesforce orgs"
"Login to Salesforce production"

SFMCP_DEPLOY_TIMEOUT_SECONDS=600

"List connected orgs"
"Switch to org [user_id]"