How to connect Salesforce service cloud to Claude Cowork

Cowork is Anthropic's AI agent for knowledge work. Think of it as Claude Code for everything else. It works autonomously with your computer, local files, and applications to accomplish complex tasks. This guide walks you through the easiest and most secure way to connect your Salesforce service cloud account to Cowork via Composio Connect, enabling it to list all open support cases for today, update case status to resolved for customer, fetch recent customer interactions for an account, and more such actions on your behalf without compromising your account security.

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Salesforce 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.

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Introduction

Cowork is Anthropic's AI agent for knowledge work. Think of it as Claude Code for everything else. It works autonomously with your computer, local files, and applications to accomplish complex tasks.

This guide walks you through the easiest and most secure way to connect your Salesforce service cloud account to Cowork via Composio Connect, enabling it to list all open support cases for today, update case status to resolved for customer, fetch recent customer interactions for an account, and more such actions on your behalf without compromising your account security.

Also integrate Salesforce service cloud with

ChatGPT OpenAI Agents SDK Claude Agent SDK Claude Code Codex OpenCode Cursor VS Code OpenClaw Hermes CLI Google ADK LangChain Vercel AI SDK Mastra AI LlamaIndex CrewAI

Connecting Salesforce service cloud to Claude Cowork

1. Open Customize

In Claude Desktop, click Customize in the left sidebar, then select Connectors and click the + icon at the top.

Claude Desktop connectors screen with Add custom connector selected

2. Add the Composio MCP server

Click Add custom connector and paste in the Composio MCP server URL:

bash

https://connect.composio.dev/mcp

Add custom connector dialog with Composio MCP server URL

3. Authorize in your browser

Click Connect. You'll be redirected to a browser window where you can authorize Composio to continue.

Composio authorization screen for Claude Cowork

4. Connect your Salesforce service cloud account

Back in Cowork, ask the agent to connect to Salesforce service cloud or give it any Salesforce service cloud-related task.

For example, ask Cowork to:

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

It will prompt you to authenticate and authorize access.

That's it. Composio's tools are now available in Cowork, and your Salesforce service cloud account is ready to use.

What is Claude Cowork?

Claude Cowork is Anthropic's agent for general knowledge work. It can use your computer, files, and connected applications to complete longer-running tasks across your work tools.

With Composio Connect, Cowork can securely access apps like Salesforce service cloud through MCP without you sharing account credentials directly with the agent.

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.

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.

FRAMEWORKS

How to build Salesforce service cloud MCP Agent with another framework

ChatGPT

Use Salesforce service cloud MCP with ChatGPT

OpenAI Agents SDK

Use Salesforce service cloud MCP with OpenAI Agents SDK

Claude Agent SDK

Use Salesforce service cloud MCP with Claude Agent SDK

Claude Code

Use Salesforce service cloud MCP with Claude Code

Codex

Use Salesforce service cloud MCP with Codex

Cursor

Use Salesforce service cloud MCP with Cursor

OpenClaw

Use Salesforce service cloud MCP with OpenClaw

Hermes

Use Salesforce service cloud MCP with Hermes

CLI

Use Salesforce service cloud MCP with CLI

Google ADK

Use Salesforce service cloud MCP with Google ADK

LangChain

Use Salesforce service cloud MCP with LangChain

Vercel AI SDK

Use Salesforce service cloud MCP with Vercel AI SDK

Mastra AI

Use Salesforce service cloud MCP with Mastra AI

LlamaIndex

Use Salesforce service cloud MCP with LlamaIndex

CrewAI

Use Salesforce service cloud MCP with CrewAI

OpenCode

Use Salesforce service cloud MCP with OpenCode

VS Code

Use Salesforce service cloud MCP with VS Code

MORE TOOLKITS

Explore Other Toolkits

Toolkit marketplace

Hubspot

Oauth2Api Key

HubSpot is an all-in-one marketing, sales, and customer service platform. It lets teams nurture leads, automate outreach, and track every customer interaction in one place.

Pipedrive

Oauth2Api Key

Pipedrive is a sales management platform offering pipeline visualization, lead tracking, and workflow automation. It helps sales teams keep deals moving forward efficiently and never miss a follow-up.

Salesforce

Oauth2S2s Oauth2

Salesforce is a leading CRM platform that helps businesses manage sales, service, and marketing. It centralizes customer data, enabling teams to drive growth and build strong relationships.

Apollo

Api Key

Apollo is a CRM and lead generation platform that helps businesses discover contacts and manage sales pipelines. Use it to streamline customer outreach and track your deals from one place.

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 Cowork 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.

Start with Salesforce service cloud.It takes 30 seconds.

Managed auth, hosted MCP servers, and every Salesforce service cloud tool your agent needs.Free to start.

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Customer stories

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Karan skipped his own birthday party to fix our critical issue. It was 10pm and he diverted his Waymo to help us instead. This really sets the bar — it shows the commitment you need when users rely on your software.

Harsha Gaddipati

Co-founder, Slashy

A lot of students tell us that the moment their connected tools start talking to each other inside Opennote feels almost magical. The agent just knows them, and it's immensely helped keep new users on the platform.

Abhi Arya

Co-founder, Opennote

We chose Composio over Pipedream because it delivered depth where it mattered — niche tools and tricky edge cases other platforms simply ignored. That gave us confidence to scale without compromising.

Nirman Dave

CEO, Zams

As a solo builder, shipping fast is life or death. The only way I can outcompete incumbents is by outmanoeuvring them. Getting bogged down managing agent auth would have been a death sentence.

Ryan Yu

Founder, Extra Thursday

Before Composio, adding tool integrations was slow and resource-intensive. Each one could take weeks of engineering time, and maintaining them meant constantly keeping up with API changes.

Tomisin Jenrola

Founder & CEO, SwarmZero

With hands-on help from their founder, we integrated Gmail and Google Drive in just 30 minutes. This level of personal support and commitment is exactly what startups should strive for.

Jerome Leclanche

Co-Founder, Ingram Technologies