S

Salesforce

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

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Updated Nov 21, 2025
Not audited
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!

How to Install Salesforce

Install Salesforce MCP server with one click through FastMCP. Choose your preferred AI development tool below:

Claude Desktop

Click "Claude Desktop" in Quick Start

Cursor IDE

Click "Cursor IDE" in Quick Start

VS Code

Click "VS Code" in Quick Start

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