Devart Mcp Server Salesforce

Devart MCP Server for Salesforce

Devart MCP Server for Salesforce

Devart MCP Server for Salesforce enables AI clients to interact with your data through a secure server running in your environment. It turns a regular AI chat into a practical way to work with real-world business data — and it is faster than conventional export or manual querying.

Key benefits

Devart MCP Server for Salesforce allows you to:

• Work with data intuitively through natural language.
• Retrieve the required data for analysis within minutes.
• Report on your data faster with AI-powered assistance.
• Minimize manual data handling and integration maintenance.

How it works

Devart MCP Server for Salesforce helps AI clients communicate directly with Salesforce databases using natural-language prompts. It translates AI requests into structured queries, executes them through Devart connectivity drivers, and returns clean, structured results for seamless AI-powered data access.

Quick start

To get started with Devart MCP Server for Salesforce:

1. Download and install Devart ODBC Driver for Salesforce.

2. Download and install Devart MCP Server for Salesforce.

3. In Devart MCP Server for Salesforce, configure your data connection and integration settings.

4. Run your first natural-language query.

Need an MCP Server for multiple data sources?

Manual installation and configuration

Prerequisites

Before building and running Devart MCP Server for Salesforce, ensure the following components are installed:

• .NET 8 SDK
• ADO.NET connection — Devart.AI.McpServer.AdoNet.Salesforce.csproj Devart dotConnect for Salesforce (installed automatically via NuGet during build)
• ODBC connection — Devart.AI.McpServer.Odbc.Salesforce.csproj Devart ODBC Driver for Salesforce (requires manual download and installation)

Step 1: Clone the repository

Clone the project repository and navigate to the project directory:

1. Open Command Prompt.

2. Enter the following command:

git clone https://github.com/devart-ai-connectivity/devart-mcp-server-salesforce.git
cd devart-mcp-server-salesforce

Step 2: Build the MCP Server from source

You can build Devart MCP Server for Salesforce from source using either of the supported database connectivity technologies: ADO.NET or ODBC.

• To build the MCP server with ADO.NET, run the following command:

dotnet publish Devart.AI.McpServer.AdoNet/Devart.AI.McpServer.AdoNet.Salesforce/Devart.AI.McpServer.AdoNet.Salesforce.csproj -c ReleaseSalesforce /p:TargetFramework=net8.0

The Devart dotConnect for Salesforce NuGet package is downloaded and restored automatically.

• To build the MCP server with ODBC, select the command based on the bitness of your data source.

For 64-bit data source, run the following command:

dotnet publish Devart.AI.McpServer.Odbc/Devart.AI.McpServer.Odbc.Salesforce/Devart.AI.McpServer.Odbc.Salesforce.csproj -c ReleaseSalesforce -r "win-x64" /p:TargetFramework=net8.0

For 32-bit data source, run the following command:

dotnet publish Devart.AI.McpServer.Odbc/Devart.AI.McpServer.Odbc.Salesforce/Devart.AI.McpServer.Odbc.Salesforce.csproj -c ReleaseSalesforce -r "win-x86" /p:TargetFramework=net8.0

Note

The target platform must match the bitness of your ODBC data source.

Step 3: Configure the database connection for the MCP Server

1. Create an mcpserver.json configuration file in the directory containing the built MCP Server executable.

2. In the file, configure the database connection.

• Configure a connection with ADO.NET.

Add the following configuration to the mcpserver.json file:

{
  "Connections": [
    {
      "Name": "my_salesforce",
      "ConnectionString": "Server=localhost;User Id=salesforce;Password=your_password;Database=your_database;",
      "ProtocolType": "stdio"
    }
  ]
}

• Configure a connection with ODBC.

Add the following configuration to the mcpserver.json file:

{
  "Connections": [
    {
      "Name": "my_salesforce",
      "DsnName": "your_dsn_name",
      "ProtocolType": "stdio"
    }
  ]
}

• Configure a connection with ODBC using a connection string.

Add the following configuration to the mcpserver.json file:

{
  "Connections": [
    {
      "Name": "my_salesforce",
      "ConnectionString": "Driver={Devart ODBC Driver for Salesforce};Server=localhost;User ID=salesforc;Password=your_password;Database=your_database;",
      "ProtocolType": "stdio"
    }
  ]
}

where:

• Name — The connection name.

• ConnectionString (applies to ADO.NET) — A database-specific connection string used to establish a connection to the target database.

• DsnName (applies to ODBC) — The name of your data source.

• ProtocolType — A transport protocol. The possible options are: stdio or http.

• HttpPort (required if ProtocolType is set to http) — The port number for the http protocol.

Step 4: Run the MCP server

After you configure the MCP Server, you can start it.

Note

This step is required only when ProtocolType is configured as http. If you use the stdio transport protocol, your AI client starts the server automatically.

• To start the server with ADO.NET, run the following command:

Devart.AI.McpServer.AdoNet.Salesforce.exe run my_salesforce

• To start the server with ODBC, run the following command:

Devart.AI.McpServer.Odbc.Salesforce.exe run my_salesforce

where my_salesforce is the name of the ODBC connection.

Step 5: Integrate with Claude Desktop

1. Open claude_desktop_config.json, the Claude configuration file.

Tip

If you can't locate the configuration file, it may not exist yet. To create it, open Claude Desktop and navigate to File > Settings > Developer, then click Edit Config. The folder with the claude_desktop_config.json file opens.

2. Add one of the following objects, depending on the transport protocol used by MCP Server:

• STDIO

{
  "mcpServers": {
    "devart": {
      "command": "C:\\path\\to\\Devart.AI.McpServer.AdoNet.Salesforce.exe",
      "args": [
        "run",
        "my_salesforcee"
      ]
    }
  }
}

where:

• devart is the connector name that will appear in Claude Desktop.

• C:\\path\\to\\Devart.AI.McpServer.AdoNet.Salesforce.exe is the path to the executable file. For an ODBC connection, use Devart.AI.McpServer.Odbc.Salesforce.exe.

• my_salesforce is the connection name specified in the mcpserver.json configuration file.

• HTTP

    "mcpServers": {
      "devart": {
        "command": "npx",
        "args": [
          "-y",
          "mcp-remote",
          "http://localhost:5000/sse"
        ]
      }
    }
  

  where:

  • devart is the connector name that will appear in Claude Desktop.
  • 5000 is the MCP Server listening port.

3. Save the file.

4. Restart Claude Desktop.

Devart MCP Server for Salesforce is now integrated with Claude, and devart appears in the Claude Desktop app in Customize > Connectors.

You can also integrate Devart MCP Server for Salesforce with other AI clients such as Cline, Codex, Cursor, Visual Studio Code, Windsurf, Zed.

Supported clients

Devart MCP Server for Salesforce supports integration with the following AI clients:

• Claude Desktop
• Visual Studio Code
• Cursor
• Codex
• Windsurf
• Cline
• Zed
• ...and other MCP-compatible AI clients

Typical use cases

Devart MCP Server for Salesforce is a practical fit for teams working with Salesforce as their primary data source.

• Pipeline and revenue forecasting
  Let sales leaders query opportunity stages, weighted pipeline values, historical close rates, and forecast accuracy directly from Salesforce.

• Account and contact intelligence
  Access account hierarchies, contact roles, interaction histories, and engagement timelines from Salesforce for account planning and research.

• Service cloud case analysis
  Query Salesforce Service Cloud case volumes, escalation rates, resolution times, and customer satisfaction scores in natural language.

• Lead and opportunity conversion analysis
  Analyze lead sources, conversion rates, stage progression, and win/loss patterns across Salesforce opportunity data.

• Activity and engagement tracking
  Retrieve call logs, email activity, task completions, and event histories from Salesforce to understand rep activity and customer engagement.

• Custom object and field exploration
  Use AI to explore custom Salesforce objects, managed package data, and complex schema relationships in heavily customized Salesforce orgs.

Licensing and activation

Devart MCP Server for Salesforce is distributed as a free single-source MCP server.

To connect to Salesforce, the server requires the corresponding Devart ODBC Driver for Salesforce, which is a paid product.

A 30-day free trial is available for the Devart ODBC Driver for Salesforce.

See the product page and documentation for the latest installation and activation details.

Support

• Documentation
• Submit a request
• Suggest a feature
• Join our forum

Other Devart connectivity solutions

• MCP Server Universal
• ODBC Driver for Salesforce
• dotConnect ADO.NET Provider for Salesforce