How to Install Salesforce MCP in Windsurf

Official Salesforce integration — CRM records, leads, opportunities, and Einstein AI via your agent

What Salesforce MCP does

The official Salesforce MCP server (launched as part of Anthropic's January 2026 MCP Apps) gives AI agents access to your entire Salesforce CRM. Manage deals, leads, contacts, and Einstein AI insights through natural language. Features: - Search and retrieve any Salesforce object (Accounts, Contacts, Opportunities, Cases) - Create and update records across standard and custom objects - Run SOQL queries for complex data retrieval - Access Einstein AI insights and predictions - Manage pipeline and forecast categories - View activity history and emails - Handle approvals and workflow actions - Access reports and dashboard data - Manage leads and conversion workflows One of the launch partners for Anthropic's MCP Apps — renders interactive CRM dashboards directly inside Claude's chat window. OAuth-authenticated with granular Salesforce permission sets. Works with Salesforce Enterprise, Unlimited, and Developer editions.

salesforce

crm

sales

enterprise

leads

Installation steps

1Copy the config below
2Open ~/.codeium/windsurf/mcp_config.json
3Paste inside "mcpServers": {}
4Restart Windsurf

Configuration

File location: ~/.codeium/windsurf/mcp_config.json

mcp_config.jsonjson

{
  "salesforceMcp": {
    "command": "npx",
    "args": [
      "-y",
      "@salesforce/mcp"
    ],
    "env": {
      "SALESFORCE_CLIENT_ID": "your_client_id",
      "SALESFORCE_CLIENT_SECRET": "your_secret",
      "SALESFORCE_INSTANCE_URL": "https://yourorg.salesforce.com"
    }
  }
}

Full server details Open Config Editor

Install in other clients

🤖Claude Desktop 💻Claude Code ⌨️Cursor ✨OpenAI ♊Gemini

For maintainers

If you maintain Salesforce MCP, add this badge to your README to show it's verified on CuratedMCP:

[![CuratedMCP Verified](https://curatedmcp.com/api/badge/salesforce-mcp)](https://curatedmcp.com/marketplace/salesforce-mcp)

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