Salesforce开发服务器

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 execute_soql_query to run: SELECT Id, Name FROM Account LIMIT 10

# Clone repository
git clone https://github.com/UltralegendSam-Fs/Salesforce-MCP-Server
cd Salesforce-MCP-Server

# Create virtual environment
python -m venv venv
venv\Scripts\activate

# Install dependencies
pip install -r requirements.txt

# Test server (optional)
python -m app.main --mcp-stdio

# Clone repository
git clone https://github.com/UltralegendSam-Fs/Salesforce-MCP-Server
cd Salesforce-MCP-Server

# Create virtual environment
python3 -m venv venv
source venv/bin/activate

# Install dependencies
pip install -r requirements.txt

# Test server (optional)
python -m app.main --mcp-stdio

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

{
  "mcpServers": {
    "salesforce-mcp-server": {
      "command": "/bin/bash",
      "args": [
        "-lc",
        "cd '/absolute/path/to/Salesforce-MCP-Server' && source venv/bin/activate && 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 1000 Account records with this CSV data: [...]"

# Bulk Update
"Bulk update all Contacts where State is null to set State = 'Unknown'"

# 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"

# Analyze single field (fast - excludes reports by default)
"Where is the Case Status field used?"
"Analyze usage of Account.Customer_Type__c field"

# Analyze with reports included (slower but comprehensive)
"Check if Case Status field is used in any reports"
"Analyze Case.Priority including reports"

# Analyze ALL fields on an object (handles 500+ fields)
"Analyze all Case fields and show me where they are used"
"Create a field usage report for all Account fields"

# Analyze all fields including reports
"Analyze all Case fields and check reports too"

# Custom CSV output
"Analyze all Opportunity fields and export to opportunity_audit.csv"

# Results include usage in:
# - Apex Classes (with class names) ✅ Always checked
# - Apex Triggers (with trigger names) ✅ Always checked
# - Flows (with flow names) ✅ Always checked
# - Validation Rules (with rule names) ✅ Always checked
# - Formula Fields (with field names) ✅ Always checked
# - Workflow Rules ✅ Always checked
# - Page Layouts ✅ Always checked
# - Email Templates ✅ Always checked
# - Reports ⚡ Optional (only if you say "include reports" or "check reports")

# Batch Jobs
"Show all running batch jobs"
"Get details for batch job 7074x000000AbcD"
"Abort batch job 7074x000000AbcD"

# Scheduled Jobs
"List all scheduled Apex jobs"
"Delete scheduled job 0884x000000XyzA"

# Change User Profiles
"Change profile for user john.doe@example.com to System Administrator"
"Assign Standard User profile to jane.smith@example.com"

# Manage Permission Sets
"Assign Sales_User permission set to john.doe@example.com"
"Remove Marketing_Access permission set from jane.smith@example.com"
"List all permission sets for user john.doe@example.com"

# Query Profiles and Permission Sets
"List all available profiles in the org"
"Show me all permission sets"

# Profile Comparison
"Compare System Administrator and Standard User profiles"
"What are the differences between Sales User and Service User profiles?"

# Permission Set Comparison
"Compare Marketing_Admin and Marketing_User permission sets"

# Cross-Org Comparison
"Compare Account object fields between my two connected orgs"
"Find similar fields across Account and Contact objects"
"Compare total object counts between production and sandbox"

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

# Analyze ALL fields on an object (handles 500+ fields efficiently)
"Analyze all Case fields and create a CSV report"

# Custom output filename
"Analyze Account fields and save to account_field_audit.csv"

# 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=59.0
SFMCP_MAX_RETRIES=3
SFMCP_REQUEST_TIMEOUT_SECONDS=120

# Deployment
SFMCP_DEPLOY_TIMEOUT_SECONDS=300
SFMCP_DEPLOY_POLL_INTERVAL_SECONDS=5

Salesforce-MCP-Server/
├── app/
│   ├── main.py                          # Entry point, tool imports
│   ├── config.py                        # Configuration management
│   │
│   ├── mcp/
│   │   ├── server.py                    # MCP server setup, tool registration
│   │   └── tools/                       # All 57 MCP tools
│   │       ├── __init__.py
│   │       ├── consolidated_metadata.py      # Unified metadata deploy/fetch/list
│   │       ├── consolidated_operations.py    # Bulk ops, export, queries, permissions
│   │       ├── oauth_auth.py                 # OAuth 2.0 authentication
│   │       ├── debugging.py                  # NEW: Issue diagnosis (25 QA patterns)
│   │       ├── dynamic_tools.py              # Apex, triggers, flows, etc.
│   │       ├── multi_org.py                  # Multi-org management
│   │       ├── advanced_comparison.py        # Profile/permset/schema comparison
│   │       ├── user_management.py            # User profile/permission management
│   │       ├── 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 operations
│   │       ├── data_export.py                # Export/backup tools
│   │       ├── query_helpers.py              # Query builders
│   │       └── utils.py                      # Response formatting, error handling
│   │
│   ├── services/
│   │   └── salesforce.py                # Salesforce connection management
│   │
│   └── utils/                           # Production-grade utilities
│       ├── __init__.py                  # Utility exports
│       ├── validators.py                # SOQL injection protection, input validation
│       ├── retry.py                     # Retry logic with exponential backoff
│       ├── logging.py                   # Structured logging
│       ├── cache.py                     # NEW: Caching system (LRU, metadata cache)
│       ├── errors.py                    # NEW: Enhanced error handling
│       ├── pagination.py                # NEW: Pagination utilities
│       └── connection_pool.py           # NEW: Connection pooling
│
├── requirements.txt                      # Dependencies
├── .env.example                          # Example configuration
├── README.md                             # Main documentation
├── test_all_mcp_tools.py                 # Comprehensive testing suite
├── start_mcp.bat                         # Windows startup script
└── Documents/                            # CSV exports and reports stored here
    ├── README.md                         # Documents folder info
    └── *.csv                             # Field usage reports, data exports

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

SFMCP_DEPLOY_TIMEOUT_SECONDS=600

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