open-source

MCP Salesforce Lite: Lightweight AI-Salesforce Integration

June 25, 2025

I’m excited to announce the release of MCP Salesforce Lite, a streamlined Model Context Protocol (MCP) server that bridges AI assistants with Salesforce CRM data. This lightweight solution is perfect for prototyping and small projects that need quick Salesforce integration.

Technical Stack

Core Framework

  • FastMCP: High-level MCP implementation for rapid development
  • Python 3.10+: Modern Python features and performance
  • Simple Salesforce: Lightweight Salesforce API wrapper

AI Integration

  • Model Context Protocol (MCP): Anthropic’s open standard for AI-data connections
  • Claude Desktop: Primary target for seamless AI integration
  • OAuth 2.0: Secure Salesforce authentication

Development Tools

  • UV: Ultra-fast Python package manager and runner
  • Poetry: Alternative dependency management
  • PyPI: Published package for easy installation

Key Features

Salesforce Operations

  • Execute SOQL queries with built-in safety checks
  • Perform CRUD operations on Salesforce records
  • Access object metadata and field information
  • Search records across multiple objects

Security & Performance

  • Secure OAuth 2.0 authentication
  • Built-in rate limiting and error handling
  • Comprehensive input validation
  • Production-ready security measures

Developer Experience

  • One-command installation: pip install mcp-salesforce-lite
  • Multiple deployment options (UV, Poetry, direct Python)
  • Comprehensive documentation and examples
  • Easy Claude Desktop integration

Project Structure

mcp-salesforce-lite/
├── src/
│   └── mcp_salesforce_lite/
│       ├── server.py          # Main MCP server
│       ├── client.py          # Salesforce client wrapper
│       ├── config.py          # Configuration management
│       └── tools/
│           ├── query.py       # SOQL query tools
│           ├── crud.py        # CRUD operations
│           └── metadata.py    # Object metadata tools
├── examples/                  # Usage examples and configs
├── assets/                    # Demo materials
└── pyproject.toml            # Package configuration

Getting Started

Quick Installation

# Install from PyPI
pip install mcp-salesforce-lite

# Use with Claude Desktop
uvx --from mcp-salesforce-lite mcp-salesforce-lite

Claude Desktop Integration

Add to your Claude Desktop configuration:

{
  "mcpServers": {
    "salesforce-lite": {
      "command": "uvx",
      "args": ["--from", "mcp-salesforce-lite", "mcp-salesforce-lite"],
      "env": {
        "SALESFORCE_ACCESS_TOKEN": "your_access_token",
        "SALESFORCE_INSTANCE_URL": "your_instance_url"
      }
    }
  }
}

Development Setup

# Clone and install for development
git clone https://github.com/luvl/mcp-salesforce-lite.git
cd mcp-salesforce-lite
uv sync  # or poetry install

Available Tools

The server provides AI assistants with these capabilities:

Query Operations

  • soql_query: Execute SOQL queries with safety validation
  • search_records: Multi-object search with pagination
  • get_record: Retrieve specific records by ID

CRUD Operations

  • create_record: Create new Salesforce records
  • update_record: Modify existing records
  • delete_record: Remove records with confirmation

Metadata Access

  • describe_object_definition: Get object schemas and field info
  • list_avail_objects: Browse available Salesforce objects

Why MCP Salesforce Lite?

This project fills a specific need in the AI integration landscape:

Lightweight Focus

Unlike comprehensive Salesforce connectors, this server focuses on essential operations, making it perfect for:

  • Rapid prototyping
  • Small-scale integrations
  • Learning and experimentation
  • Testing AI-CRM workflows

MCP Standard Compliance

Built on Anthropic’s Model Context Protocol, ensuring:

  • Universal AI assistant compatibility
  • Standardized tool definitions
  • Future-proof architecture
  • Community ecosystem benefits

Future Development

The roadmap for MCP Salesforce Lite includes:

  • Enhanced query optimization
  • Bulk operation support
  • Additional metadata tools
  • Performance monitoring
  • Extended object support

Contributing

MCP Salesforce Lite is open source and welcomes contributions! Whether it’s bug reports, feature requests, or code improvements, please feel free to get involved.

Resources

License

MCP Salesforce Lite is released under the MIT license. See the LICENSE file for more details.

Ready to connect your AI assistant to Salesforce? Try MCP Salesforce Lite today and experience seamless CRM integration in minutes!