Salesforce

io.github.wyre-technology由 GitHub 帳號 wyre-technology 發布v1.0.3更新於 Oct 24, 2026

MCP server for Salesforce CRM — Accounts, Contacts, Opportunities, Leads, Cases.

已驗證STDIO僅桌面資料庫商業與電商

概覽

AI 產生的概覽

Salesforce CRM 的 MCP 伺服器,讓助理在 Salesforce 組織中搜尋、描述、查詢並修改客戶、聯絡人、商機、潛在客戶與個案。

可以做什麼
  • 依部分名稱尋找標準與自訂物件,並讀取其完整結構,包括欄位、選項清單與關聯
  • 執行含關聯遍歷的 SOQL 查詢,以及使用 GROUP BY、COUNT、SUM、AVG、MIN、MAX 的彙總查詢
  • 使用 SOSL 跨物件搜尋
  • 對標準 CRM 物件新增、更新、upsert 與刪除記錄
適用情境
當助理需要讀寫標準 Salesforce CRM 資料時使用,例如查找客戶與聯絡人、統計商機、更新潛在客戶或個案。它的範圍刻意收窄;若需要 Apex、建立自訂物件或管理工具,README 建議改用 Salesforce 官方套件。
執行需求
以本機程序(stdio)或 HTTP 容器方式執行。需要啟用用戶端憑證流程的 Salesforce Connected App(SALESFORCE_CLIENT_ID、SALESFORCE_CLIENT_SECRET、SALESFORCE_INSTANCE_URL),或使用者名稱密碼憑證(SALESFORCE_USERNAME、SALESFORCE_PASSWORD、SALESFORCE_TOKEN)。本機 stdio 使用需設 AUTH_MODE=env。HTTP 模式需要 CONDUIT_S2S_SECRET 與 X-Gateway-S2S 簽章。
安裝前請注意
會持有 Salesforce 憑證:用戶端密鑰、密碼與安全權杖皆屬機密,Connected App 的 Run As 使用者決定助理可存取的範圍。DML 工具可新增、更新、upsert 與刪除 CRM 記錄,寫入會實際生效。HTTP 模式在 CONDUIT_S2S_SECRET 不是真實密鑰時會拒絕啟動;切勿提交該密鑰,且不要在本機開發之外使用 MCP_ALLOW_INSECURE_DEV。

安裝

在 SourceWeft 中

  1. 開啟 儀表板中的 Salesforce,將其新增到工作區。
  2. 為需要使用其工具的對話啟用該服務。

Desktop only,透過 STDIO。 STDIO 服務會啟動本機處理程序,因此需要 SourceWeft 桌面主機。

其他 MCP 客戶端

參照 儲存庫 中的啟動說明。

README

salesforce-mcp

MCP (Model Context Protocol) server for Salesforce CRM, scoped to the WYRE Gateway BYOC use case.

A focused HTTP MCP server that exposes a Salesforce org's CRM data surface to Claude (and other MCP clients) through the WYRE MCP Gateway. Built for the multi-tenant gateway pattern: credentials are injected per-request via HTTP headers, no startup secrets are baked into the container.

Scope discipline

This package intentionally ships a narrow tool surface — six CRM data tools — and deliberately omits the Apex code-management / custom-object-creation / EXECUTE_ANONYMOUS surfaces that broader Salesforce MCP servers include. The use case is read/write access to standard CRM objects (Accounts, Contacts, Opportunities, Leads, Cases). Customers who need DX or admin tooling should use the official @salesforce/mcp package instead.

Tools

ToolPurpose
salesforce_search_objectsFind standard + custom objects by partial name.
salesforce_describe_objectFull schema (fields, picklists, relationships) for an object.
salesforce_query_recordsExecute SOQL with relationship traversal.
salesforce_aggregate_querySOQL GROUP BY / COUNT / SUM / AVG / MIN / MAX.
salesforce_dml_recordsInsert / update / delete / upsert records.
salesforce_search_allCross-object SOSL search.

Run modes

  • http (default): listens on :8080, exposes /mcp (JSON-RPC) + /health. Per-request credentials from X-Salesforce-* headers. This is the gateway deployment shape. HTTP refuses to start unless CONDUIT_S2S_SECRET is a real secret.
  • stdio: traditional MCP client transport (Claude Desktop / Cursor). Credentials read once from env. The stdio transport does not use CONDUIT_S2S_SECRET.

Copy .env.example and set the variables below. Leave CONDUIT_S2S_SECRET empty in that file.

VariableRequiredDescription
SALESFORCE_CLIENT_ID / SALESFORCE_CLIENT_SECRET / SALESFORCE_INSTANCE_URLFor stdio and AUTH_MODE=envClient Credentials flow.
SALESFORCE_USERNAME / SALESFORCE_PASSWORD / SALESFORCE_TOKENFor username-passwordUsed when SALESFORCE_AUTH_FLOW=username_password. The token is optional if the org uses IP allowlisting.
MCP_TRANSPORTNohttp (default) or stdio.
AUTH_MODENogateway (image and Compose default) or env. Gateway mode requires the X-Salesforce-* headers on each /mcp request and never falls back to SALESFORCE_*. env uses those variables only after S2S auth succeeds.
CONDUIT_S2S_SECRETYes for HTTPService-to-service secret. HTTP logs an error and exits non-zero when this is empty or a known placeholder (changeme, placeholder, your-s2s-secret, secret, password, test, an unresolved ${...} template, and the other stand-ins in src/s2s-verify.ts). Never commit a real value.
MCP_ALLOW_INSECURE_DEVNoSet to exactly 1 only for local development to start HTTP without CONDUIT_S2S_SECRET. The process logs a warning, does not check X-Gateway-S2S, and listens on 127.0.0.1 only. A non-loopback MCP_HTTP_HOST is ignored and the override is logged. A known placeholder secret still refuses to start.
MCP_HTTP_HOSTNoBind address when a usable CONDUIT_S2S_SECRET is set. When unset, a configured secret keeps HOST (default 0.0.0.0). Without a usable secret the listener is 127.0.0.1. The container image sets 0.0.0.0.
PORTNoHTTP port. Defaults to 8080.
HOSTNoFallback bind address when MCP_HTTP_HOST is unset and a secret is configured. Defaults to 0.0.0.0.

/health stays unauthenticated and does not read credentials.

bash
# HTTP mode (exits unless CONDUIT_S2S_SECRET is a real secret)CONDUIT_S2S_SECRET="$CONDUIT_S2S_SECRET" PORT=8080 MCP_TRANSPORT=http AUTH_MODE=gateway npm start
# Local HTTP only, without a service-to-service secret (always binds 127.0.0.1)MCP_ALLOW_INSECURE_DEV=1 MCP_TRANSPORT=http npm start
# stdio mode (env-baked, local testing; no S2S secret)MCP_TRANSPORT=stdio \SALESFORCE_AUTH_FLOW=client_credentials \SALESFORCE_CLIENT_ID=... SALESFORCE_CLIENT_SECRET=... \SALESFORCE_INSTANCE_URL=https://yourorg.my.salesforce.com \node dist/entry.js

Header contract (gateway mode)

Every /mcp request must include a valid X-Gateway-S2S header when CONDUIT_S2S_SECRET is set. Gateway mode also requires the credential headers for the chosen flow. A request missing them returns 401 and does not fall back to SALESFORCE_* in the process environment.

HeaderRequired?Notes
X-Gateway-S2SYes when the S2S secret is sett=<unix seconds>,v1=<hex hmac-sha256>. See X-Gateway-S2S signing.
X-Salesforce-Auth-Modeoptionalclient_credentials (default) or username_password.
X-Salesforce-Client-Idfor client_credentialsConnected App consumer key.
X-Salesforce-Client-Secretfor client_credentialsConnected App consumer secret.
X-Salesforce-Instance-Urlfor client_credentialsCustomer's My Domain URL (e.g. https://acmecorp.my.salesforce.com).
X-Salesforce-Usernamefor username_passwordSalesforce user.
X-Salesforce-Passwordfor username_passwordSalesforce password.
X-Salesforce-Tokenfor username_passwordSecurity token (required unless IP allowlisted).

Per-request authentication means the same container instance can service many customers without restart — each MCP tools/call builds a fresh jsforce.Connection from the headers on that request.

X-Gateway-S2S signing

v1 is HMAC-SHA256, hex-encoded, of the ASCII string t=<unix seconds> (the same t= prefix that starts the header), keyed with CONDUIT_S2S_SECRET. The timestamp must be within 300 seconds of the server clock. A missing or invalid header returns HTTP 401. The secret is never written to logs or the response body.

bash
t=$(date +%s)v1=$(printf 't=%s' "$t" | openssl dgst -sha256 -hmac "$CONDUIT_S2S_SECRET" | awk '{print $NF}')curl -sS http://127.0.0.1:8080/mcp \  -H "content-type: application/json" \  -H "accept: application/json, text/event-stream" \  -H "X-Gateway-S2S: t=${t},v1=${v1}" \  -H "X-Salesforce-Client-Id: ..." \  -H "X-Salesforce-Client-Secret: ..." \  -H "X-Salesforce-Instance-Url: https://yourorg.my.salesforce.com" \  -d '{"jsonrpc":"2.0","id":1,"method":"tools/list","params":{}}'

Salesforce Connected App setup

For Client Credentials flow (the recommended path):

  1. Salesforce Setup → App Manager → New Connected App.
  2. Under API (Enable OAuth Settings): turn on Enable OAuth Settings and Enable Client Credentials Flow.
  3. Save, wait ~5 minutes for propagation.
  4. Manage → Edit Policies → Client Credentials Flow → set a Run As user (the API calls run with that user's permissions).
  5. Copy the Consumer Key and Consumer Secret from the Connected App into the gateway BYOC fields as clientId and clientSecret.
  6. Set instanceUrl to the customer's My Domain URL (Setup → My Domain).

Build

bash
npm installnpm run build

Container

The image listens on 0.0.0.0 inside the container (MCP_HTTP_HOST) and defaults to AUTH_MODE=gateway. Publish the port on loopback and pass the S2S secret. In gateway mode, Salesforce credentials arrive on each request as headers; they are not read from the environment.

bash
docker build -t salesforce-mcp:dev .docker run --rm \  -e CONDUIT_S2S_SECRET="$CONDUIT_S2S_SECRET" \  -p 127.0.0.1:8080:8080 \  salesforce-mcp:devcurl -s http://127.0.0.1:8080/health

Compose refuses to start when CONDUIT_S2S_SECRET is unset, sets AUTH_MODE=gateway, publishes 127.0.0.1:8080:8080, and does not inject SALESFORCE_*:

bash
CONDUIT_S2S_SECRET="$CONDUIT_S2S_SECRET" docker compose up

Single-tenant HTTP (AUTH_MODE=env) still requires the S2S secret, then uses SALESFORCE_*:

bash
docker run --rm \  -e CONDUIT_S2S_SECRET="$CONDUIT_S2S_SECRET" \  -e AUTH_MODE=env \  -e SALESFORCE_AUTH_FLOW=client_credentials \  -e SALESFORCE_CLIENT_ID=your-value \  -e SALESFORCE_CLIENT_SECRET=your-value \  -e SALESFORCE_INSTANCE_URL=https://yourorg.my.salesforce.com \  -p 127.0.0.1:8080:8080 \  salesforce-mcp:dev

The published image lives at ghcr.io/wyre-ai/salesforce-mcp with :latest, :sha-<short_sha>, and :v<version> tags.

License

Apache-2.0.

來源:README.md,提交 a2a8ebb

工具

0
SourceWeft 尚未在沙箱中啟動過該軟體包,因此其工具未知。

版本歷史

1
  1. v1.0.3最新Sep 16, 2026

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