Build Salesforce-Powered Applications in Claude Code with CData Code Assist MCP

Claude Code is an AI-powered command line tool that enables agentic coding workflows. With support for MCP, Claude Code can connect to local tools and enterprise data sources directly from your terminal, enabling natural language interaction with live systems without switching context.

Model Context Protocol (MCP) is an open standard for connecting LLM clients to external services through structured tool interfaces. MCP servers expose capabilities such as schema discovery and live querying, allowing AI agents to retrieve and reason over real-time data safely and consistently.

The following steps cover installing the CData Code Assist MCP for Salesforce, configuring the connection to Salesforce, connecting the Code Assist MCP add-on to Claude Code, and querying live Salesforce data from within the terminal.

Getting Started

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Step 1: Download and install the CData Code Assist MCP for Salesforce

1. To begin, download the CData Code Assist MCP for Salesforce
2. Find and double-click the installer to begin the installation
3. Run the installer and follow the prompts to complete the installation

When the installation is complete, you are ready to configure your Code Assist MCP add-on by connecting to Salesforce.

Step 2: Configure the connection to Salesforce

1. After installation, open the CData Code Assist MCP for Salesforce configuration wizard

   NOTE: If the wizard does not open automatically, search for "CData Code Assist MCP for Salesforce" in the Windows search bar and open the application.

   
2. In MCP Configuration > Configuration Name, either select an existing configuration or choose to create a new one
3. Name the configuration (e.g. "cdata_salesforce") and click OK

4. Enter the appropriate connection properties in the configuration wizard

   There are several authentication methods available for connecting to Salesforce: OAuth, Login (or basic), and SSO. The Login method requires you to have the username, password, and security token of the user.

   OAuth Authentication (default)

   The default authentication mechanism (and the one preferred by Salesforce) is OAuth. To use OAuth with CData's embedded OAuth application, leave the connection properties blank. If you have configured your own custom OAuth application with Salesforce (see the Help documentation for more information), set OAuthClientId, OAuthClientSecret, and CallbackURL to the properties for you application. Set InitiateOAuth to the desired OAuth flow ("GETANDREFRESH" will have the connector manage the entire OAuth flow).

   Login (or Basic) Authentication

   If you do not wish do not wish to use OAuth authentication, you can use Login (or basic) authentication. Set AuthScheme to Basic, and set the User, Password, and SecurityToken properties. You can configure your security token in Salesforce.

   SSO (single sign-on) Authentication

   SSO (single sign-on) can be used by setting the SSOProperties, SSOLoginUrl, and SSOExchangeURL connection properties, which allow you to authenticate to an identity provider. See the "Getting Started" chapter in the Help documentation for more information.

   
5. Click Connect to authenticate with Salesforce through OAuth
6. Then, click Save Configuration to save the Code Assist MCP add-on

This process creates a .mcp configuration file that Claude Code will reference when launching the Code Assist MCP add-on. Now with your Code Assist MCP add-on configured, you are ready to connect it to Claude Code.

Step 3: Connect the Code Assist MCP add-on to Claude Code

1. Install the Claude Code CLI using the terminal
2. Open the Claude Code configuration file at ~/.config/claude-code/config.json (or the location shown after initialization)

Option 1: Manually add the MCP configuration

1. Open the mcp.json file in your preferred editor
2. Add the code shown below

{
"mcpServers" : {
  "cdata_salesforce" : {
    "type" : "stdio",
    "command" : "C:\Program Files\CData\CData Code Assist MCP for Salesforce\jre\bin\java.exe",
    "args" : [ "-Dfile.encoding=UTF-8", "-jar", "C:\Program Files\CData\CData Code Assist MCP for Salesforce/lib/cdata.mcp.salesforce.jar", "cdata_salesforce" ],  
    "env" : {}
  }
}
}

NOTE: The command value should point to your Java 17+ java.exe executable, and the JAR path should point to the installed CData Code Assist MCP add-on .jar file. The final argument must match the MCP configuration name you saved in the CData configuration wizard (e.g. "cdata_salesforce").

Option 2: Copy the MCP configuration from the CData Code Assist MCP for Salesforce UI

1. After saving and testing your connection in the configuration wizard, click Next

2. Select Claude Code from the AI MCP Tool dropdown

3. Click Copy JSON to copy the generated MCP configuration to your clipboard

4. Paste the copied JSON into the mcp.json file

Step 4: Verify connection in Claude Code

Claude Code provides tools to verify the connection is active before building.

1. Open a terminal and navigate to your project directory. Run the command claude mcp list
2. Check that your configuration name appears with a Connected status

3. Start Claude Code by running claude
4. Inside the Claude Code session, type /mcp to view active servers

Step 5: Query live Salesforce data in Claude Code

With the connection verified, you can now use natural language prompts to query and work with live Salesforce data.

1. Prompt Claude Code to review the instructions for your MCP connection to ensure it has all the appropriate context when writing code
2. Start building with natural language prompts! For example:

   For my project, data from the Account is very important. Pull data from the most important columns like Industry and AnnualRevenue.

Claude Code will use the MCP add-on to connect to Salesforce, retrieve the requested data, and provide results directly in your terminal

Build with Code Assist MCP. Deploy with CData Drivers.

Download Code Assist MCP for free and give your AI tools schema-aware access to live Salesforce data during development. When you're ready to move to production, CData Salesforce Drivers deliver the same SQL-based access with enterprise-grade performance, security, and reliability.

Visit the CData Community to share insights, ask questions, and explore what's possible with MCP-powered AI workflows.