
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.
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
在 SourceWeft 中
- 開啟 儀表板中的 Salesforce,將其新增到工作區。
- 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
Run modes
http(default): listens on:8080, exposes/mcp(JSON-RPC) +/health. Per-request credentials fromX-Salesforce-*headers. This is the gateway deployment shape. HTTP refuses to start unlessCONDUIT_S2S_SECRETis a real secret.stdio: traditional MCP client transport (Claude Desktop / Cursor). Credentials read once from env. The stdio transport does not useCONDUIT_S2S_SECRET.
Copy .env.example and set the variables below. Leave CONDUIT_S2S_SECRET empty in that file.
/health stays unauthenticated and does not read credentials.
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.
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.
Salesforce Connected App setup
For Client Credentials flow (the recommended path):
- Salesforce Setup → App Manager → New Connected App.
- Under API (Enable OAuth Settings): turn on Enable OAuth Settings and Enable Client Credentials Flow.
- Save, wait ~5 minutes for propagation.
- Manage → Edit Policies → Client Credentials Flow → set a Run As user (the API calls run with that user's permissions).
- Copy the Consumer Key and Consumer Secret from the Connected App into the gateway BYOC fields as
clientIdandclientSecret. - Set
instanceUrlto the customer's My Domain URL (Setup → My Domain).
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.
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_*:
Single-tenant HTTP (AUTH_MODE=env) still requires the S2S secret, then uses SALESFORCE_*:
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版本歷史
1- v1.0.3最新Sep 16, 2026
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