Can I run custom SOQL queries?

Yes! The `soql_query` tool accepts any valid SOQL string. Example: SELECT Id, Name, Amount FROM Opportunity WHERE StageName = 'Closed Won' LIMIT 20.

Can I create records in any object?

Yes! Use `create_record` with the SObject type (Account, Contact, Lead, etc.) and a JSON string of fields.

How do I search across all Salesforce data?

Use `global_search` with your search text. It uses SOSL to find matches across Accounts, Contacts, Leads, and all other objects simultaneously.

Salesforce MCP Server for Claude Desktop 12 tools — connect in under 2 minutes

Name: Salesforce
Availability: InStock
Author: Vinkius

modelcontextprotocol.io/quickstart/user

Built by Vinkius GDPR 12 Tools IDE

Claude Desktop is Anthropic's native application for interacting with Claude AI models on macOS and Windows. It was the first consumer application to ship with built-in MCP support, making it the reference implementation for the Model Context Protocol standard.

Get MCP Server for AI Agents

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Open in ChatGPT Open in Claude Open in Perplexity

Vinkius supports streamable HTTP and SSE.

RecommendedModern Approach — Zero Configuration

Vinkius Desktop App

The modern way to manage MCP Servers — no config files, no terminal commands. Install Salesforce and 2,500+ MCP Servers from a single visual interface.

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Classic Setup·json

{
  "mcpServers": {
    "salesforce": {
      // Your Vinkius token — get it at cloud.vinkius.com
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

Fully ManagedVinkius Servers

60%Token savings

High SecurityEnterprise-grade

IAMAccess control

EU AI ActCompliant

DLPData protection

V8 IsolateSandboxed

Ed25519Audit chain

<40msKill switch

Stream every event to Splunk, Datadog, or your own webhook in real-time

* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure

About Salesforce MCP Server

Connect your Salesforce CRM to any AI agent and manage your entire sales pipeline through natural conversation.

Claude Desktop is the definitive way to connect Salesforce to your AI workflow. Add the Vinkius Edge URL to your config, restart the app, and Claude immediately exposes all 12 tools in the chat interface — ask a question, Claude calls the right tool, and you see the answer. Zero code, zero context switching.

What you can do

SOQL Queries — Execute any SOQL query to retrieve data across all objects
Account Management — List, view, create, and update accounts
Contact & Lead Management — Browse contacts, search across all objects
Opportunity Tracking — Monitor pipeline, create and update deals
Reports — List and execute Salesforce reports
Full CRUD — Create, read, update, and delete any SObject type
Global Search — Full-text search across all Salesforce data

The Salesforce MCP Server exposes 12 tools through the Vinkius. Connect it to Claude Desktop in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.

How to Connect Salesforce to Claude Desktop via MCP

Follow these steps to integrate the Salesforce MCP Server with Claude Desktop.

Open Claude Desktop Settings

Go to Settings → Developer → Edit Config to open claude_desktop_config.json

Add the MCP Server

Paste the configuration above into the mcpServers section

Restart Claude Desktop

Close and reopen Claude Desktop to load the new server

Start using Salesforce

Look for the 🔌 icon in the chat — your 12 tools are now available

Why Use Claude Desktop with the Salesforce MCP Server

Claude Desktop by Anthropic provides unique advantages when paired with Salesforce through the Model Context Protocol.

Claude Desktop is the reference MCP client — it was designed alongside the protocol itself, ensuring the most complete and stable MCP implementation available

Zero-code configuration: add a server URL to a JSON file and Claude instantly discovers and exposes all available tools in the chat interface

Claude's extended thinking capability lets it reason through multi-step tool usage, chaining multiple API calls to answer complex questions

Enterprise-grade security with local config storage — your tokens never leave your machine, and connections go directly to the Vinkius Edge network

Salesforce + Claude Desktop Use Cases

Practical scenarios where Claude Desktop combined with the Salesforce MCP Server delivers measurable value.

Interactive data exploration: ask Claude to query DNS records, look up WHOIS data, and cross-reference results in a single conversation

Ad-hoc security audits: type a domain name and let Claude enumerate subdomains, check DNS history, and flag configuration anomalies — all through natural language

Executive briefings: generate comprehensive domain intelligence reports by asking Claude to compile findings into a formatted summary

Learning and training: new team members can explore API capabilities conversationally without needing to read documentation

Salesforce MCP Tools for Claude Desktop (12)

These 12 tools become available when you connect Salesforce to Claude Desktop via MCP:

create_record

Provide JSON fields as a string. Create a new Salesforce record

delete_record

This action is irreversible. Delete a Salesforce record

describe_object

Useful for understanding data structure. Get metadata about a Salesforce object

get_record

Specify the SObject type (Account, Contact, Opportunity, Case, Lead) and the record ID. Get a specific Salesforce record by type and ID

global_search

Returns matches across Accounts, Contacts, Leads, and other objects simultaneously. Search across all Salesforce objects

list_accounts

List Salesforce accounts

list_contacts

List Salesforce contacts

list_opportunities

List sales opportunities

list_reports

List available Salesforce reports

run_report

Use list_reports first to find the report ID. Execute a Salesforce report and get results

soql_query

Example: SELECT Id, Name FROM Account WHERE Industry = 'Technology' LIMIT 10 Execute a SOQL query against Salesforce

update_record

Provide the SObject type, ID, and JSON fields to update. Update an existing Salesforce record

Example Prompts for Salesforce in Claude Desktop

Ready-to-use prompts you can give your Claude Desktop agent to start working with Salesforce immediately.

"Show me all open opportunities worth over $50,000."

"Create a new lead for John Smith from TechCo, email john@techco.com."

"Run the Monthly Sales Report."

Troubleshooting Salesforce MCP Server with Claude Desktop

Common issues when connecting Salesforce to Claude Desktop through the Vinkius, and how to resolve them.

Server not appearing after restart

Ensure the JSON is valid (no trailing commas). Check the file path: ~/Library/Application Support/Claude/claude_desktop_config.json (macOS) or %APPDATA%\\Claude\\ (Windows).

Authentication error

Verify your Vinkius token is correct. Go to cloud.vinkius.com to regenerate it if needed.

Tools not showing in chat

Click the 🔌 icon at the bottom of the chat input. If it shows 0 tools, the server may still be connecting — wait a few seconds.

Salesforce + Claude Desktop FAQ

Common questions about integrating Salesforce MCP Server with Claude Desktop.

How does Claude Desktop discover MCP tools?

When Claude Desktop starts, it reads the claude_desktop_config.json file and connects to each configured MCP server. It calls the tools/list endpoint to fetch the schema for every available tool, then surfaces them as clickable options in the chat interface via the 🔌 icon.

What happens if the MCP server is temporarily unavailable?

Claude Desktop handles disconnections gracefully — if the server is unreachable at startup, the tools simply won't appear. Once the server becomes available again, restarting Claude Desktop will re-establish the connection. There is no timeout penalty or error loop.

Can I connect multiple MCP servers simultaneously?

Yes. You can add as many servers as you need in the mcpServers section of the config file. Each server appears as a separate tool provider, and Claude can use tools from multiple servers in a single conversation turn.

Is there a limit on the number of tools per server?

Claude Desktop can handle hundreds of tools per server. However, for optimal LLM performance, Vinkius servers are designed to expose focused, well-documented tool sets rather than overwhelming the model with too many options.

Does Claude Desktop support Streamable HTTP transport?

Yes. Claude Desktop supports both SSE (Server-Sent Events) and the newer Streamable HTTP transport that Vinkius uses. Simply provide the server URL — Claude auto-negotiates the transport protocol.