Salesforce FAQs

Question 1

What is Salesforce MCP Server?

Accepted Answer

Salesforce MCP Server is a Model Context Protocol (MCP) server that empowers AI assistants to interact with Salesforce organizations. It provides a robust set of tools for executing Apex code, querying data, managing metadata, and performing code analysis directly via the Salesforce CLI.

Question 2

Which AI clients are compatible with Salesforce MCP Server?

Accepted Answer

Salesforce MCP Server is designed to integrate with AI clients that support the MCP protocol. This includes popular tools like Claude Desktop, Claude Code, Codex CLI, VS Code Copilot, and Cursor, allowing seamless AI-driven interaction with your Salesforce orgs.

Question 3

Can I set access permissions for Salesforce MCP Server?

Accepted Answer

Yes, the server supports environment variables for access control. You can set `READ_ONLY=true` to prevent Apex code execution, or `ALLOWED_ORGS=org1,org2` to restrict access to specific Salesforce org aliases, enhancing security and control.

Question 4

How do I install Salesforce MCP Server?

Accepted Answer

The recommended method is via NPM using `npx @advanced-communities/salesforce-mcp-server`. Alternatively, you can use the Desktop Extension (DXT) for a one-click installation or build it manually from the source code. Prerequisites include Node.js and Salesforce CLI.

Question 5

What core functionalities does Salesforce MCP Server offer?

Accepted Answer

It allows AI models to execute Apex code and SOQL queries, manage Salesforce org connections, retrieve object metadata, run Apex test classes with code coverage, and perform static code analysis/security scans on Salesforce codebases. It automates many common development and administration tasks.

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Key Features

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Key Features

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