How to integrate Salesforce service cloud MCP with Hermes

Hermes is a 24/7 autonomous agent that lives on your computer or server — it remembers what it learns and evolves as your usage grows. This guide explains the easiest and most robust way to connect your Salesforce service cloud account to Hermes. You can do this through either Composio Connect CLI or Composio Connect MCP. For personal use we recommend the CLI, but you won't go wrong with MCP either.

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

Hermes is a 24/7 autonomous agent that lives on your computer or server — it remembers what it learns and evolves as your usage grows.

This guide explains the easiest and most robust way to connect your Salesforce service cloud account to Hermes. You can do this through either Composio Connect CLI or Composio Connect MCP. For personal use we recommend the CLI, but you won't go wrong with MCP either.

Also integrate Salesforce service cloud with

What is Composio Connect?

Composio Connect is a consumer offering that lets anyone plug 1,000+ applications directly into their agent harness — including Hermes. It can:

  • Search and load tools from relevant toolkits on-demand, reducing context usage.
  • Chain multiple tools to accomplish complex workflows via a remote workbench, without excessive back-and-forth with the LLM.
  • Manage app authentication end-to-end with zero manual overhead.

Integrating Salesforce service cloud with Hermes

Using Composio Connect CLI

1. Install the Composio CLI

Run the install script directly, or paste https://composio.dev/hermes into your Hermes chat box to have it installed for you.

bash
curl -fsSL https://composio.dev/install | bash
Hermes authenticating with Composio

2. Authenticate

Once the CLI is installed, ask Hermes to authenticate with Composio.

3. Connect to Salesforce service cloud

Ask your agent to connect to Salesforce service cloud, or simply request any Salesforce service cloud-related task. Hermes will prompt you to authenticate and authorize access.

4. Done. You're all set with a new Salesforce service cloud connection.


Using Composio Connect MCP

1. Get your MCP URL and API Key

Go to dashboard.composio.dev and copy your Connect MCP URL and API key.

Copy MCP URL and API key from Composio dashboard

2. Open the Hermes config file

bash
nano ~/.hermes/config.yaml

3. Add the Composio Connect MCP server

bash
mcp_servers:
  composio:
    url: "https://connect.composio.dev/mcp"
    headers:
      x-consumer-api-key: "YOUR_COMPOSIO_API_KEY"
    connect_timeout: 60
    timeout: 180

Save with Ctrl + O, Enter, then exit with Ctrl + X.

4. Restart your Hermes agent

Once restarted, ask your agent to connect to Salesforce service cloud or request any Salesforce service cloud-related task. It will prompt you to authenticate and authorize access.

5. Done!

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.

Way Forward

With Salesforce service cloud connected, Hermes can now act on your behalf whenever it detects a relevant task or you ask it to.

From here, you can extend Hermes further:

  • Connect more apps: Calendar, Slack, Notion, Linear, and hundreds of others are available through the same Composio Connect setup. Each new integration compounds what Hermes can do for you.
  • Build workflows across tools: Once multiple apps are connected, Hermes can chain actions together — turn an email into a calendar invite, a Slack message into a Linear ticket, or a meeting note into a follow-up draft.
  • Let it learn your patterns: The more you use Hermes, the better it gets at anticipating how you'd handle recurring tasks. Give it feedback on drafts and decisions, and it will adapt.

If you run into trouble or want to share what you've built, join the community or check out the Docs for deeper configuration options.

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. Hermes 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.

Start building