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Salesforce

Integrates with Salesforce to enable natural language interactions for executing queries, managing r...

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Updated Sep 20, 2025
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Database API Development
Integrates with Salesforce to enable natural language interactions for executing queries, managing records, and automating CRM workflows.

  1. Log in to Salesforce

    • Go to your Salesforce instance login page.
    • Log in with your administrator or API-enabled user account.

  2. Create a Connected App

    • Click the gear icon in the upper right and select "Setup".
    • In the left sidebar, search for "App Manager" and open it under "Apps" → "App Manager".
    • Click the "New Connected App" button.

  3. Configure the Connected App

    • Enter a name and email for the app.
    • Under "API (Enable OAuth Settings)", check "Enable OAuth Settings".
    • For the "Callback URL", enter any valid https URL (e.g., https://localhost/callback), or your service's callback if used.
    • For "Selected OAuth Scopes", add at least:
      • "Access and manage your data (api)"
      • You may also add "Full access (full)" and "Perform requests on your behalf at any time (refresh_token, offline_access)" if needed.
    • Save the app settings.

  4. Obtain the Consumer Key and Consumer Secret

    • After saving, you'll see the "Consumer Key" and be able to copy the "Consumer Secret" under the app details.
    • You'll use these to authenticate via OAuth.

  5. Authorize the App and Get an Access Token

    • Open an incognito/private browser window.
    • Go to this URL, filling in your values: 
      https://login.salesforce.com/services/oauth2/authorize?response_type=code&client_id=YOUR_CONSUMER_KEY&redirect_uri=YOUR_CALLBACK_URL
      • If you are using a sandbox, use https://test.salesforce.com instead.
    • Log in with your Salesforce credentials and approve the app.
    • You’ll be redirected to your callback URL with a code parameter.

  6. Exchange the Authorization Code for an Access Token

    • Use a tool like Postman, or curl, to make a POST request to:

      https://login.salesforce.com/services/oauth2/token

      with the following application/x-www-form-urlencoded parameters:

      • grant_type=authorization_code
      • code=THE_CODE_FROM_PREVIOUS_STEP
      • client_id=YOUR_CONSUMER_KEY
      • client_secret=YOUR_CONSUMER_SECRET
      • redirect_uri=YOUR_CALLBACK_URL

    • The response JSON will contain access_token and instance_url.

  7. Copy the Access Token and Instance URL

    • Copy the values for access_token and instance_url from the response.

  8. Fill in the FastMCP Connection Interface

    • In the FastMCP connection interface, press the "Install Now" button for the Salesforce MCP connector.
    • When prompted, enter:
      • SALESFORCE_ACCESS_TOKEN: (use the access token from step 7)
      • SALESFORCE_INSTANCE_URL: (use the instance URL from step 7)
      • SALESFORCE_DOMAIN: (Optional. Enter test if using a Salesforce sandbox, or leave blank for production.)

You have now successfully connected the Salesforce MCP integration!

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