S

Salesforce

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

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Updated Nov 22, 2025
Not audited
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.

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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