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Salesforce MCP — Auth Setup

Salesforce uses OAuth access tokens and an instance URL to authenticate API requests to your org.

1. Get your credentials

  1. Open the Salesforce Connected App guide (opens Salesforce Help — we never see your token)
  2. Create a Connected App in your org under Setup > App Manager > New Connected App
  3. Enable OAuth settings, set the callback URL, and select required OAuth scopes
  4. Use the OAuth flow to obtain an access token and note your org's instance URL (e.g., https://yourorg.my.salesforce.com)

2. Set environment variables

macOS / Linux — add to ~/.zshrc or ~/.bashrc:

export SALESFORCE_ACCESS_TOKEN=YOUR_ACCESS_TOKEN_HERE
export SALESFORCE_INSTANCE_URL=YOUR_INSTANCE_URL_HERE

Then run source ~/.zshrc (or open a new terminal).

Windows — run in Command Prompt (then restart):

setx SALESFORCE_ACCESS_TOKEN "YOUR_ACCESS_TOKEN_HERE"
setx SALESFORCE_INSTANCE_URL "YOUR_INSTANCE_URL_HERE"

3. Verify

npx claude-skills doctor

You should see ✅ next to the Salesforce MCP entry. If you see ❌, confirm the variables are set: echo $SALESFORCE_ACCESS_TOKEN.

4. Restart Claude Code

Quit and reopen Claude Code (or run /mcp list inside Claude Code to confirm the Salesforce MCP appears).