Salesforce Mcp

🛠️ Script Reference

• Use scripts/salesforce_operations.py for core CRM operations
• Use scripts/salesforce_analytics.py for reporting and dashboards
• Use scripts/salesforce_sync.py for data synchronization
• Use nodejs/server.js for MCP server implementation

🔧 Configuration

Create .env file with:

SALESFORCE_CLIENT_ID=your_client_id
SALESFORCE_CLIENT_SECRET=your_client_secret
SALESFORCE_USERNAME=your_username
SALESFORCE_PASSWORD=your_password_with_token
SALESFORCE_INSTANCE_URL=https://yourdomain.my.salesforce.com
SALESFORCE_API_VERSION=59.0

📚 API Reference

• SOQL Queries: Salesforce Object Query Language for data retrieval
• REST API: CRUD operations on Salesforce objects
• Bulk API: Large data operations
• Streaming API: Real-time notifications

🚀 Advanced Features

• Sales Forecasting: Predictive analytics on pipeline
• Lead Scoring: Automated lead qualification
• Territory Management: Sales team assignment
• Einstein Analytics: AI-powered insights