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Salesforce

Integrates with Salesforce CRM for natural language-driven data management, querying, and administra...

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Updated Sep 9, 2025
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Integrates with Salesforce CRM for natural language-driven data management, querying, and administration tasks.

Step-by-Step Instructions to Obtain Salesforce ENV Values

You can authenticate with Salesforce using either Username/Password Authentication or OAuth 2.0 Client Credentials Flow. Choose the method best suited to your organization and follow the corresponding steps below.


1. Username/Password Authentication

  1. Log in to your Salesforce account

  2. Navigate to User Settings

    • Click on your avatar (usually in the top right) and select “Settings.”
  3. Find Your Salesforce Username

    • Your username is displayed in "My Personal Information" → "Personal Information".
  4. Get Your Salesforce Password

    • Use the password you normally use to log in to Salesforce.
  5. Reset/Get Your Salesforce Security Token

    • In Settings, search for “Reset My Security Token.”
    • Follow the instructions to reset; a new token will be sent to your email.
  6. (Optional) Find Your Salesforce Instance URL

    • After login, check your browser’s address bar (e.g., https://your-domain.my.salesforce.com). This is your instance URL.
    • If not specified, you may use the default: https://login.salesforce.com.

2. OAuth 2.0 Client Credentials Flow

  1. Log in to Salesforce as an Admin

    • Use an admin account on your Salesforce instance.
  2. Create a Connected App

    • Go to “Setup” → “Apps” → “App Manager.”
    • Click “New Connected App.”
  3. Configure OAuth Settings

    • Check the box “Enable OAuth Settings.”
    • Set “Callback URL” to: https://login.salesforce.com/services/oauth2/success (or any valid redirect URI).
    • Add the OAuth scope: api (and other scopes as needed).
    • Under “OAuth Flows,” enable “Client Credentials Flow.”
  4. Save and Retrieve Your App Credentials

    • After saving, the “Consumer Key” is your Client ID.
    • The “Consumer Secret” is your Client Secret (click “Manage Consumer Details” to reveal).
  5. Find Your Salesforce Instance URL

    • Use the domain as shown after login (e.g., https://your-domain.my.salesforce.com). This is required for ENV.

3. Filling in the FastMCP Connection Interface

Once you have obtained the needed values, fill in the FastMCP connection interface as follows:

For Username/Password Authentication:

  • SALESFORCE_CONNECTION_TYPE: User_Password
  • SALESFORCE_USERNAME: Your Salesforce username
  • SALESFORCE_PASSWORD: Your Salesforce password
  • SALESFORCE_TOKEN: The security token emailed to you
  • SALESFORCE_INSTANCE_URL: Your instance URL (optional if default)

For OAuth 2.0:

  • SALESFORCE_CONNECTION_TYPE: OAuth_2.0_Client_Credentials
  • SALESFORCE_CLIENT_ID: The Consumer Key from the Connected App
  • SALESFORCE_CLIENT_SECRET: The Consumer Secret from the Connected App
  • SALESFORCE_INSTANCE_URL: Your Salesforce instance URL (required)

Click your "Install Now" button and enter these values in the FastMCP connection setup interface.


Note: Keep your credentials and tokens secure! Do not share them or expose them in public repositories or screenshots.

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