salesforce客户关系管理客户端

用于Salesforce REST API的JSON-第一个CLI和MCP服务器-专为人类和人工智能代理构建。

](https://www.npmjs.com/package/salesforce-crm-cli) ![License: MIT](https://opensource.org/licenses/MIT) ](https://nodejs.org)

20个命令组中的102个命令。 每个命令都可以作为CLI子命令和MCP工具使用——定义一次，在任何地方注册。

npm install -g salesforce-crm-cli
salesforce --help

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这是什么

Salesforce官方CLI(sf/sfdx)是一个用于部署Apex代码、管理组织和CI/CD的开发人员工具链。 这是不同的。

salesforce-crm-cli 是专门为 CRM数据操作和AI代理集成:

通过SOQL/SOSL查询客户、联系人、潜在客户、机会
创建、更新、删除任何Salesforce记录
为大量数据操作运行批量API 2.0作业
在单个API调用中执行复合请求和记录树
运行匿名Apex并调用Apex REST端点
将每个命令作为MCP工具公开给Claude、Cursor和其他AI代理

所有输出均为JSON格式。无旋转器、无提示、无噪音——针对管道和试剂消耗进行了优化。

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快速开始

安装

npm install -g salesforce-crm-cli

验证

选项A——访问令牌（最快）

salesforce login \
  --access-token  \
  --instance-url https://yourorg.salesforce.com

选项B——OAuth用户名/密码流

salesforce login \
  --client-id  \
  --username  \
  --password

选项C——环境变量

export SALESFORCE_ACCESS_TOKEN="your_token"
export SALESFORCE_INSTANCE_URL="https://yourorg.salesforce.com"
salesforce status

验证

salesforce status        # Show current auth info
salesforce limits get    # Check API limits for your org

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认证

身份验证按优先级顺序解决：

优先级	方法	如何
1（最高）	CLI标志	`--access-token`, `--instance-url`
2	环境变量	`SALESFORCE_ACCESS_TOKEN` + `SALESFORCE_INSTANCE_URL` （或 `SF_ACCESS_TOKEN` + `SF_INSTANCE_URL`)
3	存储的配置	`~/.salesforce-cli/config.json` （由设定 `salesforce login`)

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命令组

核心CRM对象

每个对象有7个命令： list, get, create, update, delete, search, describe

组	Salesforce对象	关键字段
`accounts`	账户	名称、类型、行业、电话、网站、年收入
`contacts`	联系人	名字、姓氏、电子邮件、电话、职务、账号
`leads`	Lead	名字、姓氏、公司、电子邮件、状态、LeadSource
`opportunities`	机会	名称、阶段名称、金额、结束日期、帐户ID
`cases`	案例	主题、状态、优先级、来源、联系人ID、帐户ID
`tasks`	任务	主题、状态、优先级、活动日期、WhoId、WhatId
`events`	事件	主题、开始日期时间、结束日期时间、位置、WhoId
`campaigns`	活动	名称、类型、状态、开始日期、结束日期、预算成本
`users`	user	用户名、姓名、电子邮件、保存、个人资料ID

# Examples
salesforce accounts list --limit 10 --pretty
salesforce contacts get 003xx000004TNEAAA4
salesforce leads create --first-name "Jane" --last-name "Doe" --company "Acme" --email "jane@acme.com"
salesforce opportunities update 006xx000001TNEAAA4 --stage "Closed Won" --amount "75000"
salesforce accounts describe --pretty

查询和搜索

# SOQL
salesforce query run --soql "SELECT Id, Name, Amount FROM Opportunity WHERE StageName = 'Prospecting'"
salesforce query explain --soql "SELECT Id FROM Lead WHERE CreatedDate = TODAY"
salesforce query more --url "/services/data/v62.0/query/01gxx000000..."

# SOSL
salesforce search run --sosl "FIND {Acme} IN ALL FIELDS RETURNING Account(Id, Name), Contact(Id, Name)"
salesforce search suggest --text "Acme" --sobject Account

通用对象操作

使用任何SObject类型，包括自定义对象(CustomObject__c):

salesforce sobjects list                                    # All SObject types in org
salesforce sobjects describe CustomObject__c               # Full metadata + field list
salesforce sobjects get CustomObject__c a00xx000000001AAA  # Get by record ID
salesforce sobjects create CustomObject__c --data '{"Name":"Test","Custom_Field__c":"value"}'
salesforce sobjects update CustomObject__c a00xx000000001AAA --data '{"Custom_Field__c":"updated"}'
salesforce sobjects delete CustomObject__c a00xx000000001AAA
salesforce sobjects upsert CustomObject__c --external-field "External_Id__c" --external-value "EXT-001" --data '{"Name":"Test"}'

散装API 2.0

对于海量数据操作（200+条记录）：

# Create an ingest job
salesforce bulk ingest-create --sobject Account --operation insert

# Upload CSV
salesforce bulk ingest-upload --job-id 7500x000000xxxxAAA \
  --csv "Name,Industry\nAcme Corp,Technology\nGlobex Inc,Finance"

# Process the job
salesforce bulk ingest-close --job-id 7500x000000xxxxAAA

# Monitor
salesforce bulk ingest-status --job-id 7500x000000xxxxAAA
salesforce bulk ingest-results --job-id 7500x000000xxxxAAA --type successful

# Bulk query
salesforce bulk query-create --soql "SELECT Id, Name FROM Account"
salesforce bulk query-status --job-id 7500x000000xxxxAAA
salesforce bulk query-results --job-id 7500x000000xxxxAAA

复合API

单个HTTP请求中有多个API调用：

# Composite — supports cross-request references
salesforce composite run --requests '[
  {"method":"POST","url":"/services/data/v62.0/sobjects/Account","referenceId":"newAccount","body":{"Name":"Acme Corp"}},
  {"method":"POST","url":"/services/data/v62.0/sobjects/Contact","referenceId":"newContact","body":{"LastName":"Smith","AccountId":"@{newAccount.id}"}}
]'

# Batch — independent requests
salesforce composite batch --requests '[
  {"method":"GET","url":"/services/data/v62.0/sobjects/Account/001xx000003GYQ"},
  {"method":"GET","url":"/services/data/v62.0/sobjects/Contact/003xx000004TNE"}
]'

# Tree — parent + children in one call
salesforce composite tree --sobject Account --records '[
  {"attributes":{"type":"Account"},"Name":"Parent Corp","Contacts":{"records":[
    {"attributes":{"type":"Contact"},"LastName":"Smith"}
  ]}}
]'

# Collections — up to 200 records in one call
salesforce composite collection --method create --records '[
  {"attributes":{"type":"Lead"},"LastName":"Jones","Company":"ACME"},
  {"attributes":{"type":"Lead"},"LastName":"Brown","Company":"Globex"}
]'

报告和仪表板

salesforce reports list --pretty
salesforce reports get 00Oxx0000001AAAAAA
salesforce reports run 00Oxx0000001AAAAAA --pretty
salesforce reports dashboards-list
salesforce reports dashboards-get 01Zxx0000001AAAAAA

顶点

# Execute anonymous Apex
salesforce apex execute --code "System.debug('Hello World');"

# Call custom Apex REST endpoint
salesforce apex rest --path "/MyEndpoint/action" --method POST --body '{"key":"value"}'

# Run tests
salesforce apex test-run --class-ids "01pxx000000001AAA,01pxx000000002AAA"
salesforce apex test-results --run-id 707xx0000000001AAA

限制和元数据

salesforce limits get --pretty         # API limits and current usage
salesforce limits versions             # All supported API versions
salesforce limits resources            # All available REST resources

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输出标志

所有命令都输出JSON。通过以下方式控制格式：

标志	描述
`--pretty`	漂亮的带缩进的JSON打印
`--quiet`	抑制输出（仅退出代码）
`--fields`	选择特定字段（逗号分隔）
`--output`	`json` （默认）或 `pretty`

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全局选项

每个命令都可用：

标志	描述
`--access-token`	覆盖已存储的访问令牌
`--instance-url`	覆盖存储的实例URL
`--api-version`	API版本（默认： `v62.0`)
`--pretty`	漂亮的打印JSON输出
`--quiet`	抑制所有输出
`--fields`	选择特定的响应字段

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MCP服务器设置

使用 salesforce-crm-cli 作为MCP服务器，为AI代理（Claude、Cursor等）提供Salesforce的直接访问权限。

克劳德桌面版

添加 ~/Library/Application Support/Claude/claude_desktop_config.json:

{
  "mcpServers": {
    "salesforce": {
      "command": "npx",
      "args": ["salesforce-crm-cli", "mcp"],
      "env": {
        "SALESFORCE_ACCESS_TOKEN": "your-token-here",
        "SALESFORCE_INSTANCE_URL": "https://yourorg.salesforce.com"
      }
    }
  }
}

光标/VS代码

添加 .cursor/mcp.json 或 .vscode/mcp.json 在您的项目中：

{
  "mcpServers": {
    "salesforce": {
      "command": "npx",
      "args": ["salesforce-crm-cli", "mcp"],
      "env": {
        "SALESFORCE_ACCESS_TOKEN": "your-token-here",
        "SALESFORCE_INSTANCE_URL": "https://yourorg.salesforce.com"
      }
    }
  }
}

使用全局安装

如果全局安装(npm install -g salesforce-crm-cli):

{
  "mcpServers": {
    "salesforce": {
      "command": "salesforce",
      "args": ["mcp"],
      "env": {
        "SALESFORCE_ACCESS_TOKEN": "your-token-here",
        "SALESFORCE_INSTANCE_URL": "https://yourorg.salesforce.com"
      }
    }
  }
}

一旦连接，所有102个命令都可以作为MCP工具使用。代理可以查询帐户、创建潜在客户、运行SOQL、触发Apex等，所有这些都可以对每个输入进行完整的类型验证。

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常见工作流

查找帐户及其所有联系人

# Search by name
salesforce accounts search --where "Name LIKE '%Acme%'"

# Get all contacts for that account
salesforce contacts list --where "AccountId = '001xx000003GYQIAA4'"

通向机会管道

# Create a lead
salesforce leads create --first-name "Jane" --last-name "Doe" \
  --company "Acme Corp" --email "jane@acme.com" --source "Web"

# Convert by creating opportunity
salesforce opportunities create --name "Acme Corp — Enterprise" \
  --stage "Prospecting" --close-date "2026-06-30" \
  --amount "75000" --account-id "001xx000003GYQIAA4"

# Create a follow-up task
salesforce tasks create --subject "Discovery call with Jane" \
  --due-date "2026-04-01" --priority "High" \
  --what-id ""

从CSV批量导入联系人

salesforce bulk ingest-create --sobject Contact --operation insert
salesforce bulk ingest-upload --job-id  \
  --csv "FirstName,LastName,Email,AccountId\nJane,Doe,jane@acme.com,001xx000003GYQ\nJohn,Smith,john@globex.com,001xx000003GYR"
salesforce bulk ingest-close --job-id 
salesforce bulk ingest-status --job-id

复杂SOQL分析

# Opportunities by stage with totals
salesforce query run --soql \
  "SELECT StageName, COUNT(Id) Total, SUM(Amount) TotalAmount \
   FROM Opportunity \
   WHERE CloseDate = THIS_QUARTER \
   GROUP BY StageName \
   ORDER BY SUM(Amount) DESC" --pretty

# Accounts with 5+ contacts
salesforce query run --soql \
  "SELECT Account.Name, COUNT(Id) ContactCount \
   FROM Contact \
   GROUP BY Account.Name \
   HAVING COUNT(Id) >= 5 \
   ORDER BY COUNT(Id) DESC \
   LIMIT 20"

描述自定义对象

salesforce sobjects describe MyCustomObject__c --pretty
# Returns all fields, types, picklist values, relationships, and metadata

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建筑

src/
├── index.ts              # CLI entry point (Commander.js)
├── mcp.ts                # MCP server entry point
├── core/
│   ├── types.ts          # CommandDefinition — single source of truth
│   ├── client.ts         # HTTP client (retry, rate-limit, timeout)
│   ├── auth.ts           # Token + instance URL resolution
│   ├── config.ts         # ~/.salesforce-cli/config.json
│   ├── errors.ts         # Error hierarchy
│   ├── handler.ts        # Command → HTTP executor
│   └── output.ts         # JSON output formatting
├── factories/
│   └── sobject.ts        # Generates 7 commands per SObject type
├── commands/             # 20 command groups
│   ├── accounts/
│   ├── contacts/
│   ├── leads/
│   └── ...
└── mcp/
    └── server.ts         # Registers all commands as MCP tools

关键设计原则： 每个命令都被定义为 CommandDefinition 并自动注册为CLI子命令和MCP工具。添加命令组需要在中创建一个文件和一行 commands/index.ts.

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添加自定义SObject命令

创建 src/commands/your-object/index.ts:

import { createSObjectCommands } from '../../factories/sobject.js';

export const allYourObjectCommands = createSObjectCommands({
  objectType: 'YourObject__c',
  group: 'your-object',
  singular: 'your object',
  defaultFields: ['Id', 'Name', 'CreatedDate'],
  writeProperties: [
    { field: 'Name', flags: '-n, --name ', description: 'Name', required: true },
    { field: 'Custom_Field__c', flags: '--custom-field ', description: 'Custom field' },
  ],
});

然后添加到 src/commands/index.ts:

import { allYourObjectCommands } from './your-object/index.js';
// ...
export const allCommands: CommandDefinition[] = [
  ...allYourObjectCommands,
  // rest of commands
];

这给了你 list, get, create, update, delete, search，以及 describe 自动为您的对象。

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发展

git clone https://github.com/bcharleson/salesforce-crm-cli
cd salesforce-crm-cli
npm install

# Run in dev mode
npm run dev -- accounts list --pretty

# Type check
npm run typecheck

# Build
npm run build

# Test
npm test

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SOQL快速参考

-- Basic
SELECT Id, Name FROM Account WHERE Industry = 'Technology' LIMIT 10

-- Date literals (no quotes needed)
SELECT Id FROM Lead WHERE CreatedDate = TODAY
SELECT Id FROM Opportunity WHERE CloseDate = THIS_QUARTER
SELECT Id FROM Task WHERE ActivityDate = LAST_N_DAYS:7

-- Relationships (dot notation)
SELECT Account.Name, LastName, Email FROM Contact WHERE Account.Industry = 'Finance'

-- Aggregates
SELECT StageName, COUNT(Id), SUM(Amount) FROM Opportunity GROUP BY StageName

-- Subqueries
SELECT Name, (SELECT LastName, Email FROM Contacts) FROM Account WHERE AnnualRevenue > 1000000

-- IN / NOT IN
SELECT Id FROM Contact WHERE AccountId IN (SELECT Id FROM Account WHERE Industry = 'Tech')

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技术栈

TypeScript （ESM，严格模式）
指挥官js 14 --CLI框架
佐德3 --所有命令的输入验证
@模型上下文协议/sdk --MCP服务器
tsup --建造， 多伦多证券交易所 --dev，请柬 --测试
节点18+

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许可证

麻省理工学院-- 布兰登·查尔森

Salesforce Crm CLI

快速接入

详细介绍

salesforce客户关系管理客户端

这是什么

快速开始

安装

验证

验证

认证

命令组

核心CRM对象

查询和搜索

通用对象操作

散装API 2.0

复合API

报告和仪表板

顶点

限制和元数据

输出标志

全局选项

MCP服务器设置

克劳德桌面版

光标/VS代码

使用全局安装

常见工作流

查找帐户及其所有联系人

通向机会管道

从CSV批量导入联系人

复杂SOQL分析

描述自定义对象

建筑

添加自定义SObject命令

发展

SOQL快速参考

技术栈

许可证

目录标签

接入字段

权限和风险

来源信息

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