Salesforce MCP Server

A TRD-compliant Salesforce CRM integration implemented as an MCP (Model Context Protocol) server.
It exposes Salesforce Lead operations as safe, deterministic tools for AI agents and workflows.

Features

• OAuth 2.0 (refresh-token flow)
• Lead CRUD operations
• Lead conversion via SOAP
• Idempotent lead sync
• Safe handling of disqualified leads
• Full audit logging (TRD requirement)
• Windows + PowerShell friendly

Environment Variables

Create a .env file:

SF_CLIENT_ID=your_client_id
SF_CLIENT_SECRET=your_client_secret
SF_REFRESH_TOKEN=your_refresh_token
SF_INSTANCE_URL=https://your-org.my.salesforce.com
SF_TOKEN_URL=https://login.salesforce.com/services/oauth2/token
SF_API_VERSION=v59.0

Run (PowerShell)

uv run python -m app.server

MCP Tools

• list_leads
• salesforce_get_lead
• salesforce_create_lead
• salesforce_update_lead
• salesforce_delete_lead
• salesforce_update_lead_status
• salesforce_sync_lead

Audit Logging

All tool calls are logged with:

• tool name
• inputs (sanitized)
• result & status
• timestamp
• correlation ID

Logs are written to: logs/audit.log

TRD Compliance

• OAuth refresh token flow
• Deterministic MCP tools
• Idempotent operations
• Safe lead conversion
• Full audit logging