How to integrate Salesforce service cloud MCP with Claude Code

Manage your Salesforce service cloud directly from Claude Code with zero worries about OAuth hassles, API-breaking issues, or reliability and security concerns. You can do this in two different ways: Via Composio Connect - Direct and easiest approach Via Composio SDK - Programmatic approach with more control

Salesforce service cloud logoSalesforce service cloud
Oauth2

Salesforce Service Cloud is a customer service platform for case management, omnichannel support, and automation. It enables teams to deliver faster, personalized service experiences with robust workflow tools and a unified workspace.

23 Tools

Introduction

Manage your Salesforce service cloud directly from Claude Code with zero worries about OAuth hassles, API-breaking issues, or reliability and security concerns.

You can do this in two different ways:

  1. Via Composio Connect - Direct and easiest approach
  2. Via Composio SDK - Programmatic approach with more control

Also integrate Salesforce service cloud with

Why use Composio?

  • Only one MCP URL to connect multiple apps with Claude Code with zero auth hassles.
  • Programmatic tool calling allows LLMs to write its code in a remote workbench to handle complex tool chaining. Reduces to-and-fro with LLMs for frequent tool calling.
  • Handling Large tool responses out of LLM context to minimize context rot.
  • Dynamic just-in-time access to 20,000 tools across 1000+ other Apps for cross-app workflows. It loads the tools you need, so LLMs aren't overwhelmed by tools you don't need.

Connecting Salesforce service cloud to Claude Code using Composio

1. Add the Composio MCP to Claude

Terminal

2. Start Claude Code

bash
claude

3. Open your MCP list

bash
/mcp

4. Select Composio and click on Authenticate

Select Composio and click Authenticate

5. This will redirect you to the Composio OAuth page. Complete the flow by authorizing Composio and you're all set.

Composio OAuth authorization page
Composio authorization complete
Ask Claude to connect to your account and authenticate via the link

What is the Salesforce service cloud MCP server, and what's possible with it?

The Salesforce service cloud MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Salesforce Service Cloud account. It provides structured and secure access to your customer service data, so your agent can perform actions like managing cases, retrieving knowledge articles, automating service processes, and tracking customer interactions on your behalf.

  • Case management and triage: Empower your agent to create, update, assign, or close customer service cases, ensuring timely resolution of inquiries and incidents.
  • Knowledge base retrieval: Let your agent search, read, and recommend relevant knowledge articles to assist with customer support and internal troubleshooting.
  • Customer interaction tracking: Have your agent log new interactions, fetch historical communication, and surface recent touchpoints for a full view of customer engagement.
  • Omnichannel support automation: Enable your agent to route cases, escalate issues, and manage service requests across chat, email, phone, and social channels all from one place.
  • Service workflow automation: Direct your agent to trigger macros, update case statuses, or launch automated actions to streamline repetitive tasks and boost support team productivity.

Connecting Salesforce service cloud via Composio SDK

Composio SDK is the underlying tech that powers Rube. It's a universal gateway that does everything Rube does but with much more programmatic control. You can programmatically generate an MCP URL with the app you need (here Salesforce service cloud) for even more tool search precision. It's secure and reliable.

How the Composio SDK works

The Composio SDK follows a three-phase workflow:

  1. Discovery: Searches for tools matching your task and returns relevant toolkits with their details.
  2. Authentication: Checks for active connections. If missing, creates an auth config and returns a connection URL via Auth Link.
  3. Execution: Executes the action using the authenticated connection.

Step-by-step Guide

Step by step10 STEPS
1

Prerequisites

Before starting, make sure you have:
  • Claude Pro, Max, or API billing enabled Anthropic account
  • Composio API Key
  • A Salesforce service cloud account
  • Basic knowledge of Python or TypeScript
2

Install Claude Code

bash
# macOS, Linux, WSL
curl -fsSL https://claude.ai/install.sh | bash

# Windows PowerShell
irm https://claude.ai/install.ps1 | iex

# Windows CMD
curl -fsSL https://claude.ai/install.cmd -o install.cmd && install.cmd && del install.cmd

To install Claude Code, use one of the following methods based on your operating system:

3

Set up Claude Code

bash
cd your-project-folder
claude

Open a terminal, go to your project folder, and start Claude Code:

  • Claude Code will open in your terminal
  • Follow the prompts to sign in with your Anthropic account
  • Complete the authentication flow
  • Once authenticated, you can start using Claude Code
Claude Code initial setup showing sign-in prompt
Claude Code terminal after successful login
4

Set up environment variables

bash
COMPOSIO_API_KEY=your_composio_api_key_here
USER_ID=your_user_id_here

Create a .env file in your project root with the following variables:

  • COMPOSIO_API_KEY authenticates with Composio (get it from Composio dashboard)
  • USER_ID identifies the user for session management (use any unique identifier)
5

Install Composio library

npm install @composio/core dotenv

Install the Composio TypeScript library to create MCP sessions.

  • @composio/core provides the core Composio functionality
  • dotenv loads environment variables from your .env file
6

Generate Composio MCP URL

import 'dotenv/config';
import { Composio } from '@composio/core';

const { COMPOSIO_API_KEY, USER_ID } = process.env;

if (!COMPOSIO_API_KEY || !USER_ID) {
  throw new Error('COMPOSIO_API_KEY and USER_ID required in .env');
}

const composioClient = new Composio({ apiKey: COMPOSIO_API_KEY });

const composioSession = await composioClient.create(USER_ID, {
  toolkits: ['salesforce_service_cloud'],
});

const composioMcpUrl = composioSession?.mcp.url;

console.log(`MCP URL: ${composioMcpUrl}`);
console.log(`\nUse this command to add to Claude Code:`);
console.log(`claude mcp add --transport http salesforce_service_cloud-composio "${composioMcpUrl}" --headers "X-API-Key:${COMPOSIO_API_KEY}"`);

Create a script to generate a Composio MCP URL for Salesforce service cloud. This URL will be used to connect Claude Code to Salesforce service cloud.

What's happening

  • We import the Composio client and load environment variables
  • Create a Composio instance with your API key
  • Call create() to create a Tool Router session for Salesforce service cloud
  • The returned mcp.url is the MCP server URL that Claude Code will use
  • The script prints this URL so you can copy it
7

Run the script and copy the MCP URL

node --loader ts-node/esm generate_mcp_url.ts
# or if using tsx
tsx generate_mcp_url.ts

Run your TypeScript script to generate the MCP URL.

  • The script connects to Composio and creates a Tool Router session
  • It prints the MCP URL and the exact command you need to run
  • Copy the entire claude mcp add command from the output
8

Add Salesforce service cloud MCP to Claude Code

bash
claude mcp add --transport http salesforce_service_cloud-composio "YOUR_MCP_URL_HERE" --headers "X-API-Key:YOUR_COMPOSIO_API_KEY"

# Then restart Claude Code
exit
claude

In your terminal, add the MCP server using the command from the previous step. The command format is:

  • claude mcp add registers a new MCP server with Claude Code
  • --transport http specifies that this is an HTTP-based MCP server
  • The server name (salesforce_service_cloud-composio) is how you'll reference it
  • The URL points to your Composio Tool Router session
  • --headers includes your Composio API key for authentication

After running the command, close the current Claude Code session and start a new one for the changes to take effect.

9

Verify the installation

bash
claude mcp list

Check that your Salesforce service cloud MCP server is properly configured.

  • This command lists all MCP servers registered with Claude Code
  • You should see your salesforce_service_cloud-composio entry in the list
  • This confirms that Claude Code can now access Salesforce service cloud tools

If everything is wired up, you should see your salesforce_service_cloud-composio entry listed:

Claude Code MCP list showing the toolkit MCP server
10

Authenticate Salesforce service cloud

The first time you try to use Salesforce service cloud tools, you'll be prompted to authenticate.

  • Claude Code will detect that you need to authenticate with Salesforce service cloud
  • It will show you an authentication link
  • Open the link in your browser (or copy/paste it)
  • Complete the Salesforce service cloud authorization flow
  • Return to the terminal and start using Salesforce service cloud through Claude Code

Once authenticated, you can ask Claude Code to perform Salesforce service cloud operations in natural language. For example:

  • "List all open support cases for today"
  • "Update case status to resolved for customer"
  • "Fetch recent customer interactions for an account"

Complete Code

Here's the complete code to get you started with Salesforce service cloud and Claude Code:

import 'dotenv/config';
import { Composio } from '@composio/core';

const { COMPOSIO_API_KEY, USER_ID } = process.env;

if (!COMPOSIO_API_KEY || !USER_ID) {
  throw new Error('COMPOSIO_API_KEY and USER_ID required in .env');
}

const composioClient = new Composio({ apiKey: COMPOSIO_API_KEY });

const composioSession = await composioClient.create(USER_ID, {
  toolkits: ['salesforce_service_cloud'],
});

const composioMcpUrl = composioSession?.mcp.url;

console.log(`MCP URL: ${composioMcpUrl}`);
console.log(`\nUse this command to add to Claude Code:`);
console.log(`claude mcp add --transport http salesforce_service_cloud-composio "${composioMcpUrl}" --headers "X-API-Key:${COMPOSIO_API_KEY}"`);

Conclusion

You've successfully integrated Salesforce service cloud with Claude Code using Composio's MCP server. Now you can interact with Salesforce service cloud directly from your terminal using natural language commands.

Key features of this setup:

  • Terminal-native experience without switching contexts
  • Natural language commands for Salesforce service cloud operations
  • Secure authentication through Composio's managed MCP
  • Tool Router for dynamic tool discovery and execution

Next steps:

  • Try asking Claude Code to perform various Salesforce service cloud operations
  • Add more toolkits to your Tool Router session for multi-app workflows
  • Integrate this setup into your development workflow for increased productivity

You can extend this by adding more toolkits, implementing custom workflows, or building automation scripts that leverage Claude Code's capabilities.

TOOLS

Supported Tools

Every Salesforce service cloud action and event your agent gets out of the box.

Chasitor Sneak Peek

Send real-time typing indicator (sneak peek) to Live Agent during active chat session.

Composite Batch

Tool to execute multiple independent REST subrequests in one batch call.

Composite Request

Execute up to 25 dependent Salesforce REST subrequests in a single API call.

Composite SObject Tree

Create one or more nested sObject record trees in a single API call.

Create Case Record

Tool to create or upsert a Salesforce Case record.

Delete Case Record

Tool to delete a Salesforce Case record.

Describe SObject

Tool to retrieve metadata of any sObject.

Generate Request ID

Generate a UUIDv4 string to use as an Idempotency-Key header in Salesforce User Interface API requests.

Generate Signed JWT Assertion

Tool to generate a signed JWT assertion for Salesforce JWT bearer OAuth flow.

Get Case Record

Retrieve a Salesforce Case record by its ID.

Get Chat Messages

Tool to long-poll for chat messages/events.

Get Live Agent API Version

Tool to retrieve current Live Agent API version.

List Einstein Bots

Lists all Einstein Bot definitions in the Salesforce organization.

Query All SOQL

Tool to execute a SOQL query including deleted and archived records.

Query SOQL

Tool to execute a SOQL query.

Reconnect Chat Session

Tool to reconnect a Live Agent chat session after the affinity token changes.

Resync Chasitor State

Resynchronizes the chat visitor's state after a session reconnection.

Retrieve Connected App Private Key

Tool to retrieve RSA private key PEM for a Salesforce Connected App.

Retrieve Salesforce Username

Tool to retrieve the Salesforce username.

Send Custom Event

Send a custom event from a chat visitor to a Live Agent during an active chat session.

Set Breadcrumb

Tool to set a breadcrumb URL for the visitor's current page.

Upload File to S3

Tool to upload a file to managed S3 storage.

Visitor Sensitive Data Rule Triggered

Tool to trigger sensitive data rules for the chat visitor.

FAQ

Frequently asked questions

With a standalone Salesforce service cloud MCP server, the agents and LLMs can only access a fixed set of Salesforce service cloud tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Salesforce service cloud and many other apps based on the task at hand, all through a single MCP endpoint.

Yes, you can. Claude Code fully supports MCP integration. You get structured tool calling, message history handling, and model orchestration while Tool Router takes care of discovering and serving the right Salesforce service cloud tools.

Yes, absolutely. You can configure which Salesforce service cloud scopes and actions are allowed when connecting your account to Composio. You can also bring your own OAuth credentials or API configuration so you keep full control over what the agent can do.

All sensitive data such as tokens, keys, and configuration is fully encrypted at rest and in transit. Composio is SOC 2 Type 2 compliant and follows strict security practices so your Salesforce service cloud data and credentials are handled as safely as possible.

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