Exotel Salesforce MCP Configuration

Ready-to-use Salesforce MCP (Model Context Protocol) configuration for AI coding assistants at Exotel. Clone this repo and start querying Salesforce data using natural language.

Supported Tools

| Tool | Config File | Auto-detected | |------|------------|---------------| | Claude Code | .mcp.json | Yes | | Claude Desktop | .mcp.json | Yes | | OpenAI Codex CLI | .codex/config.toml | Yes | | VS Code (Copilot) | .vscode/mcp.json | Yes | | Cursor | .mcp.json | Yes | | Windsurf | .mcp.json | Yes |

One-Time Setup (All Users)

1. Install Prerequisites

# macOS
brew install node

# Install Salesforce CLI
npm install -g @salesforce/cli

2. Authenticate to Salesforce

sf org login web -a ameyo -r https://ameyo.my.salesforce.com

This opens a browser window. Sign in with your @exotel.com Salesforce credentials.

3. Clone This Repo

git clone https://github.com/shivanand-arch/salesforce-mcp-config.git
cd salesforce-mcp-config

4. Start Your AI Tool

Claude Code:

claude

OpenAI Codex:

# Install Codex (one-time)
npm install -g @openai/codex

# Run
codex

VS Code / Cursor / Windsurf: Open this folder in your IDE. The MCP config is auto-detected.

What You Can Do

Once connected, ask questions in natural language:

• "Show me all open opportunities stuck for more than a month"
• "Who booked the highest MRR this quarter?"
• "How many support tickets are SLA breached?"
• "What's our pipeline by stage?"
• "List all accounts with revenue growth > 20%"
• "Show me leads generated from ChatGPT"

Salesforce Org Details

• Org: Exotel
• URL: https://ameyo.my.salesforce.com
• Toolsets: orgs, data, metadata, users

Troubleshooting

"No Salesforce org found"

Re-authenticate: sf org login web -a ameyo -r https://ameyo.my.salesforce.com

"npx timeout" or slow startup

Install the package globally instead:

npm install -g @salesforcecli/mcp

Then update the MCP config to use the direct path instead of npx.

"Permission denied" errors

Your Salesforce profile may not have API access or access to specific objects. Contact your Salesforce admin.

Security

• No credentials are stored in this repo
• Each user authenticates independently via OAuth
• Tokens are stored in your local system keychain
• Data access respects your Salesforce profile permissions