How to integrate Salesforce MCP with Claude Code

GET STARTED FOR FREE
Framework Integration Gradient
Salesforce Logo
Claude Code Logo
divider

Introduction

Manage your Salesforce 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 Rube - Direct and easiest approach
  2. Via Composio SDK - Programmatic approach with more control

Why Rube?

Rube is a universal MCP server with access to 850+ SaaS apps. It ensures just-in-time tool loading so Claude can access the tools it needs, a remote workbench for programmatic tool calling and handling large tool responses out of the LLM context window, ensuring the LLM context window remains clean.

Connect Salesforce to Claude Code with Rube

1. Get the MCP URL

Copy and paste the below command in Claude Code to add Rube MCP.

Terminal

2. Authenticate Rube

Run /mcp to view Rube

bash
/mcp
Run /mcp to view Rube in Claude Code
Click on Rube to authenticate
Authentication flow complete

3. Ensure it's connected

Run /mcp again to verify the connection. Now, do whatever you want with Claude Code and Salesforce.

Rube connected successfully

Supported Tools & Triggers

Tools
Triggers
Add contact to campaignAdds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add lead to campaignAdds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add product to opportunityAdds a product (line item) to an opportunity.
Apply lead assignment rulesApplies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to accountAssociates a contact with an account by updating the contact's accountid field.
Clone opportunity with productsClones an opportunity and optionally its products (line items).
Clone recordCreates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record.
Complete taskMarks a task as completed with optional completion notes.
Create accountCreates a new account in salesforce with the specified information.
Create campaignCreates a new campaign in salesforce with the specified information.
Create contactCreates a new contact in salesforce with the specified information.
Create leadCreates a new lead in salesforce with the specified information.
Create noteCreates a new note attached to a salesforce record with the specified title and content.
Create opportunityCreates a new opportunity in salesforce with the specified information.
Create taskCreates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Delete accountPermanently deletes an account from salesforce.
Delete campaignPermanently deletes a campaign from salesforce.
Delete contactPermanently deletes a contact from salesforce.
Delete leadPermanently deletes a lead from salesforce.
Delete notePermanently deletes a note from salesforce.
Delete opportunityPermanently deletes an opportunity from salesforce.
Get accountRetrieves a specific account by id from salesforce, returning all available fields.
Get campaignRetrieves a specific campaign by id from salesforce, returning all available fields.
Get contactRetrieves a specific contact by id from salesforce, returning all available fields.
Get dashboardGets detailed metadata for a specific dashboard including its components, layout, and filters.
Get leadRetrieves a specific lead by id from salesforce, returning all available fields.
Get noteRetrieves a specific note by id from salesforce, returning all available fields.
Get opportunityRetrieves a specific opportunity by id from salesforce, returning all available fields.
Get report metadataGets detailed metadata for a specific report including its structure, columns, filters, and groupings.
Get report instance resultsGets the results of a report instance created by running a report.
Get user infoRetrieves information about the current user or a specific user in salesforce.
List accountsLists accounts from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
List campaignsLists campaigns from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
List contactsLists contacts from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
List dashboardsLists all dashboards available in salesforce with basic metadata including name, id, and urls.
List email templatesLists available email templates in salesforce with filtering and search capabilities.
List leadsLists leads from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
List notesLists notes from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
List opportunitiesLists opportunities from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
List reportsLists all reports available in salesforce with basic metadata including name, id, and urls.
Log callLogs a completed phone call as a task in salesforce with call-specific details like duration, type, and disposition.
Log email activityCreates an emailmessage record to log email activity in salesforce, associating it with related records.
Mass transfer ownershipTransfers ownership of multiple records to a new owner in a single operation using salesforce's composite api for better performance.
Remove from campaignRemoves a lead or contact from a campaign by deleting the campaignmember record.
Run reportRuns a report and returns the results.
Run SOQL queryExecutes a soql query against salesforce data.
Search accountsSearch for salesforce accounts using multiple criteria like name, industry, type, location, or contact information.
Search campaignsSearch for salesforce campaigns using multiple criteria like name, type, status, date range, or active status.
Search contactsSearch for salesforce contacts using multiple criteria like name, email, phone, account, or title.
Search leadsSearch for salesforce leads using multiple criteria like name, email, phone, company, title, status, or lead source.
Search notesSearch for salesforce notes using multiple criteria like title, body content, parent record, owner, or creation date.
Search opportunitiesSearch for salesforce opportunities using multiple criteria like name, account, stage, amount, close date, or status.
Search tasksSearch for salesforce tasks using multiple criteria like subject, status, priority, assigned user, related records, or dates.
Send emailSends an email through salesforce with options for recipients, attachments, and activity logging.
Send email from templateSends an email using a predefined salesforce email template with merge field support.
Send mass emailSends bulk emails to multiple recipients, either using a template or custom content.
Update accountUpdates an existing account in salesforce with the specified changes.
Update campaignUpdates an existing campaign in salesforce with the specified changes.
Update contactUpdates an existing contact in salesforce with the specified changes.
Update leadUpdates an existing lead in salesforce with the specified changes.
Update noteUpdates an existing note in salesforce with the specified changes.
Update opportunityUpdates an existing opportunity in salesforce with the specified changes.
Update taskUpdates an existing task in salesforce with new information.

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

The Salesforce 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 account. It provides structured and secure access to your CRM data, so your agent can perform actions like managing contacts, handling opportunities, automating campaigns, and tracking tasks on your behalf.

  • Automated contact and lead management: Effortlessly create new accounts, add contacts or leads to campaigns, and associate contacts with accounts to keep your CRM data up-to-date.
  • Streamlined opportunity management: Let your agent clone opportunities, add products to deals, and manage the full sales cycle for your pipeline.
  • Intelligent campaign automation: Enable your agent to create campaigns, enroll contacts or leads, and track campaign engagement for more effective marketing.
  • Task completion and workflow efficiency: Have your agent mark Salesforce tasks as completed and update records, keeping your team on track without manual intervention.
  • Flexible record operations: Allow the agent to clone existing records or apply lead assignment rules, ensuring data consistency and smart routing across your Salesforce environment.

Connecting Salesforce via Tool Router

Tool Router 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) for even more tool search precision. It's secure and reliable.

How the Tool Router works

The Tool Router 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

Prerequisites

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

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:

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

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)

Install Composio library

pip install composio-core python-dotenv

Install the Composio Python library to create MCP sessions.

  • composio-core provides the core Composio functionality
  • python-dotenv loads environment variables from your .env file

Generate Composio MCP URL

import os
from composio import Composio
from dotenv import load_dotenv

load_dotenv()

COMPOSIO_API_KEY = os.getenv("COMPOSIO_API_KEY")
USER_ID = os.getenv("USER_ID")

composio_client = Composio(api_key=COMPOSIO_API_KEY)

composio_session = composio_client.create(
    user_id=USER_ID,
    toolkits=["salesforce"],
)

COMPOSIO_MCP_URL = composio_session.mcp.url

print(f"MCP URL: {COMPOSIO_MCP_URL}")
print(f"\nUse this command to add to Claude Code:")
print(f'claude mcp add --transport http salesforce-composio "{COMPOSIO_MCP_URL}" --headers "X-API-Key:{COMPOSIO_API_KEY}"')

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

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
  • The returned mcp.url is the MCP server URL that Claude Code will use
  • The script prints this URL so you can copy it

Run the script and copy the MCP URL

python generate_mcp_url.py

Run your Python 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

Add Salesforce MCP to Claude Code

bash
claude mcp add --transport http salesforce-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-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.

Verify the installation

bash
claude mcp list

Check that your Salesforce MCP server is properly configured.

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

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

Claude Code MCP list showing the toolkit MCP server

Authenticate Salesforce

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

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

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

  • "Add new contact to spring campaign"
  • "Clone opportunity with all associated products"
  • "Complete follow-up task for lead Smith"

Complete Code

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

import os
from composio import Composio
from dotenv import load_dotenv

load_dotenv()

COMPOSIO_API_KEY = os.getenv("COMPOSIO_API_KEY")
USER_ID = os.getenv("USER_ID")

composio_client = Composio(api_key=COMPOSIO_API_KEY)

composio_session = composio_client.create(
    user_id=USER_ID,
    toolkits=["salesforce"],
)

COMPOSIO_MCP_URL = composio_session.mcp.url

print(f"MCP URL: {COMPOSIO_MCP_URL}")
print(f"\nUse this command to add to Claude Code:")
print(f'claude mcp add --transport http salesforce-composio "{COMPOSIO_MCP_URL}" --headers "X-API-Key:{COMPOSIO_API_KEY}"')

Conclusion

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

Key features of this setup:

  • Terminal-native experience without switching contexts
  • Natural language commands for Salesforce 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 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.

How to build Salesforce MCP Agent with another framework

OpenAI Agents SDK

OpenAI Agents SDK

Use Salesforce MCP with OpenAI Agents SDK

Claude Agent SDK

Claude Agent SDK

Use Salesforce MCP with Claude Agent SDK

Google ADK

Google ADK

Use Salesforce MCP with Google ADK

LangChain

LangChain

Use Salesforce MCP with LangChain

Vercel AI SDK

Vercel AI SDK

Use Salesforce MCP with Vercel AI SDK

Mastra AI

Mastra AI

Use Salesforce MCP with Mastra AI

LlamaIndex

LlamaIndex

Use Salesforce MCP with LlamaIndex

CrewAI

CrewAI

Use Salesforce MCP with CrewAI

FAQ

What are the differences in Tool Router MCP and Salesforce MCP?

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

Can I use Tool Router MCP with Claude Code?

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 tools.

Can I manage the permissions and scopes for Salesforce while using Tool Router?

Yes, absolutely. You can configure which Salesforce 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.

How safe is my data with Composio Tool Router?

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 data and credentials are handled as safely as possible.

Used by agents from

Context
Letta
glean
HubSpot
Agent.ai
Altera
DataStax
Entelligence
Rolai
Context
Letta
glean
HubSpot
Agent.ai
Altera
DataStax
Entelligence
Rolai
Context
Letta
glean
HubSpot
Agent.ai
Altera
DataStax
Entelligence
Rolai

Never worry about agent reliability

We handle tool reliability, observability, and security so you never have to second-guess an agent action.

Book a call↗Get started for free