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/exotel-website/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"

Ask Salesforce - AI-Powered Query Assistant (LWC)

This repo also contains the Ask Salesforce Lightning Web Component — an AI-powered natural language CRM query assistant built directly into Salesforce.

Architecture

Frontend: askSalesforce LWC with chat UI and session memory (10 exchanges)
Backend: AiSalesAssistantController with 3-attempt self-correction retry
AI Engine: Claude claude-sonnet-4-6 via ClaudeApiService
Query Safety: SoqlSanitizer with 6 auto-fix rules and GROUP BY validation
Field Catalog: 1,454+ fields across Opportunity, Case, Account, Lead

Stress Test Results

75 real-world business questions tested against production data:

| Metric | Result | |--------|--------| | Success Rate | 94.7% (54/57 API-reachable) | | Retry Recovery | 100% (17/17 recovered) | | Unit Tests | 63 passing (41 sanitizer + 22 other) | | Avg Response Time | ~21 seconds |

Key Files

| File | Description | |------|-------------| | AiSalesAssistantController.cls | Main controller with AI orchestration | | SoqlSanitizer.cls | SOQL validation and 6 auto-fix rules | | ClaudeApiService.cls | Anthropic Claude API integration | | StressTestRunner.cls | 75-question stress test suite | | askSalesforce/ (LWC) | Chat UI with markdown rendering | | Ask_Salesforce_Report.docx | Full technical report |

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

MCP Servers