topmcps
Browse MCPs
Salesforce DX

Salesforce DX

Official

Official Salesforce MCP — SOQL queries, metadata deploy/retrieve, Apex tests, and org management from AI clients.

Score 84(?)SalesforceApache-2.0425Verified Top MCPs for CRM →
InstallView on GitHub

Quick answer

What it does

Exposes a Salesforce org as MCP tools — SOQL queries, metadata deploy/retrieve, Apex test execution, permission set assignment, code analyzer, and DevOps Center workflows via the Salesforce CLI auth chain.

Best for

  • SOQL queries against Salesforce records from an IDE
  • Metadata deploy and retrieve from chat
  • Apex test execution and triage
  • Permission set assignment

Not for

  • Non-Salesforce CRMs
  • Production writes without human review

Setup recipe

Pick your client, then follow the three steps.

  1. 1

    Install

    claude_desktop_config.json
    {
  "mcpServers": {
    "salesforce-dx": {
      "command": "npx",
      "args": [
        "-y",
        "@salesforce/mcp"
      ]
    }
  }
}

    Paste under mcpServers. Fully quit and reopen Claude after editing.

    CLI or .mcp.json
    claude mcp add salesforce-dx -- npx -y @salesforce/mcp

    Run from your repo. Commit .mcp.json to share with your team.

    .cursor/mcp.json
    {
  "mcpServers": {
    "salesforce-dx": {
      "command": "npx",
      "args": [
        "-y",
        "@salesforce/mcp"
      ]
    }
  }
}

    Global path: ~/.cursor/mcp.json. Reload window after editing.

    .vscode/mcp.json
    {
  "servers": {
    "salesforce-dx": {
      "command": "npx",
      "args": [
        "-y",
        "@salesforce/mcp"
      ]
    }
  }
}

    VS Code uses the "servers" key (not "mcpServers").

    ~/.codeium/windsurf/mcp_config.json
    {
  "mcpServers": {
    "salesforce-dx": {
      "command": "npx",
      "args": [
        "-y",
        "@salesforce/mcp"
      ]
    }
  }
}

    Open via Cascade → hammer icon → Configure.

    cline_mcp_settings.json
    {
  "mcpServers": {
    "salesforce-dx": {
      "command": "npx",
      "args": [
        "-y",
        "@salesforce/mcp"
      ]
    }
  }
}

    Open via the Cline sidebar → MCP Servers → Edit.

    ~/.continue/config.json
    {
  "experimental": {
    "modelContextProtocolServers": [
      {
        "transport": {
          "type": "stdio",
          "command": "npx",
          "args": [
            "-y",
            "@salesforce/mcp"
          ]
        }
      }
    ]
  }
}

    Continue uses modelContextProtocolServers with a transport block.

    ~/.codex/config.toml
    # ~/.codex/config.toml
[mcp_servers.salesforce-dx]
command = "npx"
args = [
  "-y",
  "@salesforce/mcp",
]

    Codex uses TOML. Each server is a [mcp_servers.<name>] subtable.

    ~/.config/zed/settings.json
    {
  "context_servers": {
    "salesforce-dx": {
      "command": {
        "path": "npx",
        "args": [
          "-y",
          "@salesforce/mcp"
        ]
      }
    }
  }
}

    Zed calls them "context_servers". Settings live-reload on save.

    ChatGPT → Apps directory

    Salesforce DX doesn't ship a hosted HTTPS endpoint today. ChatGPT supports remote MCP servers only — to use this server in ChatGPT you'll need to deploy it to a public HTTPS URL first (e.g. via Cloudflare Workers or Vercel) or wait for an official remote build.

  2. 2

    Set required secrets

    No credentials required — this MCP runs over stdio without authentication.

  3. 3

    Try a minimum working prompt

    Find at-risk deals via SOQL from the IDE

    Using the Salesforce MCP, run SOQL against my Sandbox org: select Id, Name, StageName, Amount, CloseDate, OwnerId from Opportunity where IsClosed = false and CloseDate < NEXT_N_DAYS:14 and Probability < 50. Group the results by Owner and return totals.

    Tested with: Claude Code, Cursor, VS Code.

Tools & permissions

Tools list pending verification. The server exposes tools over MCP; we haven’t yet parsed its capability manifest into this page. Check the GitHub repo for the authoritative list.

Security & scope

Access scope
Read + write
Sandbox
Runs as a stdio child process. Inherits Salesforce CLI auth — the agent sees only the orgs the connecting user authorized. Salesforce-side profile, permission sets, and field-level security still apply to every query and mutation.
Gotchas
  • The MCP can deploy metadata and run Apex tests — never authorize a production org without a sandbox-first workflow and a human-in-the-loop step on deploys.
  • SOQL queries return rows the auth user can see. If the auth user is an admin, the agent gets admin-level visibility — create a dedicated automation user with the minimum profile required.
  • Beta as of 2026-06: behavior and tool surface may shift between releases. Pin a version in `package.json` if reproducibility matters.

Agent prompt pack

— copy into Claude, Cursor, or ChatGPT.
Paste into Claude, Cursor, or ChatGPT. Edit the [brackets] before sending.
Recommend the best MCP servers for [task: e.g. crm work] in [client: Claude].

Constraints:
- Prefer tools that are [official | open-source | read-only] — pick what matters for my use case.
- Exclude MCPs that require [e.g. a paid plan, OAuth-only flows, remote-only transport].
- Return at most 3 picks, ranked.

For each pick include:
1. One-sentence rationale.
2. The ready-to-paste install snippet for my client.
3. Any required secrets I need to create before installing.

Cross-check the top-mcps.com listing: https://top-mcps.com/top-mcps-for-crm
Compare Salesforce DX against a real alternative. Swap the second MCP in [brackets] if you want a different match.
Compare Salesforce DX MCP vs [HubSpot MCP] for the following job: [describe the job, e.g. "let an agent create GitHub issues on bug triage"].

Judge them on:
- Setup time and complexity (what a new user hits first).
- Auth model (none / API key / OAuth 2.1) and credential risk.
- Transport (stdio / Streamable HTTP / SSE) and where the server runs.
- Required secrets and the blast radius if they leak.
- Operational risk in an unattended agent loop.
- Which one is "good enough" for a weekend prototype vs. production.

End with one sentence: which should I pick for my scenario, which is: [my scenario].

References:
- https://top-mcps.com/mcp/salesforce-dx
- top-mcps.com listing for HubSpot
Asks the agent to install and verify. Works inside Claude Code, Cursor Agent, Codex CLI.
Install the Salesforce DX MCP server for my [client: Claude] at the default config path for that client.

Use the exact install snippet published at https://top-mcps.com/mcp/salesforce-dx (fetch https://top-mcps.com/mcp/salesforce-dx.json for the canonical server.json if you can read URLs).

Before finishing:
1. Create the required secrets (no secrets) and put them in the appropriate env block — do not hard-code them.
2. Restart or reload the client so it picks up the new server.
3. Verify the server is connected (green / running state) and at least one tool is listed.
4. If anything fails, read the client's MCP logs and report the exact error — do not silently retry.

Confirm when done and list the tools the server now exposes.

Frequently asked questions

What changed

— 2 updates tracked.

  1. Refreshed install snippets and fact sheet; verified for 2026.

  2. Initial directory listing.

More CRM MCPs

Other tools in the same category worth evaluating.

Attio
Official

Official Attio MCP — natural-language CRM control across records, lists, and notes via OAuth.

attio, crm, sales, pipeline
< 1 minLow
Pipedrive

Pipedrive MCP — search deals, contacts, organizations, and activities across the Pipedrive REST API.

pipedrive, crm, sales, pipeline
5 minLow

Compared with Salesforce DX

Side-by-side breakdowns for the choices people most often weigh against this MCP.

Salesforce DXvsHubSpotSalesforce DXvsAttioSalesforce DXvsPipedriveSalesforce DXvsZapier

Exploring Top MCPs for CRM? See all CRM MCPs →