> For the complete documentation index, see [llms.txt](https://docs.natoma.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.natoma.ai/apps/salesforce.md).

# Salesforce

**Type:** Community

**Source Type:** Repository

**Source:** [GitHub](https://github.com/tsmztech/mcp-server-salesforce)

**Description:** Salesforce MCP server provides AI assistants with access to Salesforce's CRM platform for sales, service, and marketing automation. It enables operations on leads, opportunities, accounts, and custom objects for comprehensive business process management.

**Configuration Parameters:**

* **SalesforceClient ID** \* - Configuration value
* **SalesforceClientSecret** \* - Secret access key for authentication
* **SalesforceConnectionType** \* - Configuration value. Default: `OAuth_2.0_Client_Credentials`
* **SalesforceInstance URL** \* - Service instance URL

**Setup Steps:**

1. Log in to Salesforce and go to Setup
2. Create a Connected App under App Manager
3. Enable OAuth settings and select required scopes
4. Copy the Consumer Key (Client ID) and Consumer Secret (Client Secret)
5. Note your Salesforce instance URL
6. Generate a Security Token from My Personal Information → Reset Security Token

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