How to integrate Salesforce MCP with Claude Code

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

Also integrate Salesforce 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 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

Supported Tools & Triggers

Tools
Triggers
Add contact to campaignAdds a contact to a campaign by creating a CampaignMember record 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.
Close or abort a jobTool to close or abort a Salesforce Bulk API v2 ingest job.
Complete taskMarks a task as completed with optional completion notes.
Create accountCreates a new account in Salesforce with the specified information.
Create a recordTool to create a Salesforce record using the UI API.
Create campaignCreates a new campaign in Salesforce.
Create contactCreates a new contact in Salesforce with the specified information.
Create custom fieldTool to create a custom field on a Salesforce object using the Tooling API.
Create custom objectTool to create a custom object in Salesforce using the Metadata API.
Create leadCreates a new lead in Salesforce.
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 SObject recordTool to create a new Salesforce SObject record.
Create sObject treeTool to create one or more sObject trees with root records of the specified type.
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 fileTool to permanently delete a file from Salesforce.
Delete job queryTool to delete a Salesforce Bulk API v2 query job.
Delete leadPermanently deletes a lead from Salesforce.
Delete notePermanently deletes a note from Salesforce.
Delete opportunityPermanently deletes an opportunity from Salesforce.
Delete sObject recordTool to delete a single Salesforce record by its ID.
Delete multiple records (SObject Collections)Tool to delete up to 200 records in one request with optional rollback.
Execute sObject Quick ActionTool to execute a specific quick action on an sObject to create records with pre-configured defaults.
Execute SOSL searchExecute a SOSL search to search across multiple Salesforce objects.
Get batch of UI API recordsTool to retrieve multiple Salesforce records in a single request with customizable field selection.
Get accountRetrieves a specific account by ID from Salesforce, returning all available fields.
Get all objectsRetrieves all Salesforce objects (standard and custom) with detailed metadata.
Get all fields for an objectRetrieves all fields (standard and custom) for a Salesforce object with complete metadata including field types, constraints, picklist values, and relationships.
Get all navigation itemsGets all navigation items (tabs) that the user has access to.
Get API resources by versionTool to discover available REST API resources for a specified Salesforce API version.
Get an appTool to get metadata about a specific Salesforce app by ID.
Get appsTool to get metadata for all apps a user has access to.
Get campaignRetrieves a specific campaign by ID from Salesforce, returning all available fields.
Get Chatter resourcesTool to access Chatter resources directory.
Get child recordsTool to get child records for a specified parent record and child relationship name.
Get Compact LayoutsTool to retrieve compact layout information for multiple Salesforce objects.
Get composite resourcesTool to retrieve a list of available composite resources in Salesforce.
Get multiple records by IDsRetrieves multiple records of the same object type by IDs with a request body.
Get consent preferencesTool to retrieve aggregated consent preferences across multiple records for a specific action.
Get contactRetrieves a specific contact by ID from Salesforce, returning all available fields.
Retrieve specific contact by idRetrieves a Salesforce Contact by its unique ID; the ID must correspond to an existing Contact record in Salesforce.
Get dashboardGets detailed metadata for a specific dashboard including its components, layout, and filters.
Get file contentReturns the binary content of a Salesforce file, including references to external files.
Get file informationTool to retrieve comprehensive metadata and information about a specified file in Salesforce.
Get file sharesReturns information about the objects with which the specified file has been shared.
Get global actionsTool to retrieve actions displayed in the Salesforce Global Actions menu with metadata.
Get job failed record resultsTool to retrieve failed records from a Salesforce Bulk API 2.
Get job successful record resultsTool to retrieve successfully processed records from a Salesforce Bulk API 2.
Get job unprocessed record resultsTool to retrieve unprocessed records from a Salesforce Bulk API 2.
Get last selected appRetrieves the app the current user last selected or the app the user sees by default.
Get leadRetrieves a specific lead by ID from Salesforce, returning all available fields.
Get List View Header ActionsTool to retrieve header actions on list views.
Get batch of list view metadataTool to retrieve metadata for multiple list views in a single batch request.
Get list view metadataReturns list view metadata by object and list view API name.
Get list view records by IDReturns record data for a list view by its ID.
Get list view records by API nameRetrieves paginated record data for a specified list view using the object and list view API names.
Get list view resultsRetrieves the results of a list view for a specified sObject.
Get lookup field suggestionsTool to retrieve lookup field suggestions for editing lookup fields with search filtering.
Get lookup field suggestions with POSTTool to get lookup field suggestions with POST request.
Get MRU list view metadataTool to retrieve MRU list view metadata for a Salesforce object.
Get most recently used list view recordsTool to retrieve record data for an object's most recently used (MRU) list view.
Get noteRetrieves a specific note by ID from Salesforce, returning all available fields.
Get list views for an objectReturns a collection of list views associated with a Salesforce object.
Get opportunityRetrieves a specific opportunity by ID from Salesforce, returning all available fields.
Get organization limitsTool to retrieve organization limits with max and remaining allocations.
Get photo actionsTool to retrieve available photo actions for Salesforce pages.
Get Values for All Picklist FieldsTool to get values for all picklist fields of a record type, including dependent picklists.
Get job info queryTool to retrieve information about a Salesforce Bulk API v2 query job.
Get job query resultRetrieves results for a completed Bulk API v2 query job in CSV format.
Get quick actionsTool to retrieve global and object-specific quick actions from Salesforce.
Get record count for objectsTool to retrieve total record counts for specified Salesforce objects.
Get record edit page actionsTool to get available actions on record edit pages.
Get related list actionsTool to get actions on related lists for record detail pages.
Get batch of related list user preferencesTool to get a batch of related list user preferences from Salesforce.
Get related list records with request bodyTool to retrieve related list records with request body parameters for filtering and pagination.
Get search result layoutsRetrieves search result layout information for specified sObjects.
Search suggested queriesReturns a list of suggested searches based on the user's query string.
Get sObject by external IDTool to retrieve a Salesforce record by matching an external ID field value.
Get multiple sObject recordsTool to retrieve multiple records of the same sObject type in a single API call.
Get sObject list view informationTool to retrieve basic information about a specific list view for an sObject.
Get list views for sObjectTool to retrieve list views for a specified sObject.
Get PlatformAction SObject metadataRetrieves metadata description of PlatformAction SObject.
Get sObject Quick Action Default Values by IDRetrieves default field values for a quick action in a specific record context.
Get sObject Quick Action Default ValuesRetrieves default field values for a specific quick action on an sObject.
Get sObject record by IDTool to retrieve a single Salesforce record by ID from any sObject type.
Get records using sObject relationshipsRetrieves records by traversing sObject relationships using friendly URLs.
Get layouts for object with record typeTool to retrieve layout metadata for a specific record type on an object.
Get approval layouts for objectRetrieves approval layouts for a specified Salesforce object.
Get updated sObject recordsTool to retrieve a list of sObject records that have been updated within a given timeframe.
Get support knowledgeRetrieves the root of the Support Knowledge REST API.
Get directory of supported objectsTool to get a Salesforce org's active theme and directory of supported objects.
Get support knowledge articlesRetrieves user's visible knowledge articles and data categories from Salesforce Knowledge.
Get themeTool to get icons and colors for Salesforce UI themes.
Get lookup field actionsTool to get lookup field actions for a Salesforce object.
Get MRU List View ActionsTool to retrieve header actions available on the MRU (Most Recently Used) list view for a specified Salesforce object.
Get related list actionsTool to get available actions on related lists for a record detail page.
Get Personalized Navigation ItemsTool to get personalized navigation items for a specific Salesforce app.
Get Account AllAccounts list view metadataRetrieves list view metadata for the Account AllAccounts view using Salesforce UI API.
Get List View MetadataTool to get list view metadata from Salesforce UI API.
Get Account SearchResult list view metadataRetrieves list view metadata for the Account __SearchResult view using Salesforce UI API.
Get List Views for ObjectTool to get list views for a Salesforce object.
Get record UI data and metadataTool to retrieve layout, field metadata, and record data in a single response.
Get related list user preferencesTool to retrieve user preferences for a specific related list on an object.
Get user infoRetrieves information about the current user or a specific user in Salesforce.
Get custom actions headersTool to return HTTP headers for custom invocable actions without response body.
Get standard actions headersTool to return HTTP headers for standard invocable actions metadata without response body.
Get AppMenu Salesforce1 headersTool to return HTTP headers for AppMenu Salesforce1 mobile navigation items without response body.
Get process rules headersTool to return HTTP headers for process rules of an sObject without retrieving the response body.
Get Quick Actions headersTool to return HTTP headers for Quick Actions resource without response body.
Get quick action default values headers by IDTool to return HTTP headers for sObject quick action default values by context ID without response body.
Get global publisher layouts headersTool to return HTTP headers for all global publisher layouts without response body.
Get sObject quick action headersTool to return HTTP headers for a specific sObject quick action without response body.
Get User password headersTool to return HTTP headers for User password resource without response body.
List accountsLists accounts from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection.
List Analytics templatesTool to list CRM Analytics templates available in the org.
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.
Get custom invocable actionsRetrieves the list of custom actions including Flow actions, Apex actions, and invocable processes.
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 pricebook entriesLists pricebook entries from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection.
List pricebooksLists pricebooks 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.
Get standard invocable actionsRetrieves the list of standard actions that can be statically invoked.
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.
Parameterized SearchTool to execute RESTful search using parameters instead of SOSL clause.
Upsert records using external IDTool to upsert up to 200 records using external ID field matching.
Execute Composite GraphTool to execute multiple related REST API requests in a single transactional call with up to 500 subrequests per graph.
Create records using sObject CollectionsTool to create up to 200 records in one request using sObject Collections.
Parameterized SearchTool to execute parameterized search across Salesforce objects with advanced filtering.
Query All (including deleted)Tool to execute SOQL queries including soft-deleted and archived records.
Remove from campaignRemoves a lead or contact from a campaign by deleting the CampaignMember record.
Retrieve lead by idRetrieves details for a Salesforce Lead by its ID; the specified Lead ID must exist in Salesforce.
Retrieve opportunities dataRetrieves all available Opportunity records, representing potential revenue-generating deals, from Salesforce.
Run reportRuns a report and returns the results.
Run SOQL queryExecutes a SOQL query against Salesforce data.
Search accountsSearch for Salesforce accounts using 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 Salesforce Contact records (not Leads — use SALESFORCE_SEARCH_LEADS for those) using name, email, phone, account, or title.
Search suggested article title matchesSearch for Salesforce Knowledge articles with titles matching the search query.
Search leadsSearch for Salesforce leads using 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 immediately and irreversibly using a template or custom content.
Set user passwordTool to set or reset a user's password in Salesforce.
Update sObject recordTool to update specific fields in an existing Salesforce sObject record.
Get user password expiration statusTool to check whether a Salesforce user's password has expired.
Execute Tooling API queryTool to execute SOQL queries against Salesforce Tooling API metadata objects.
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 a favoriteTool to update a favorite's properties in Salesforce UI API.
Update leadUpdates an existing lead in Salesforce with the specified changes.
Update list view preferencesTool to update user preferences for a Salesforce list view including column widths, text wrapping, and display order.
Update noteUpdates an existing note in Salesforce with the specified changes.
Update opportunityUpdates an existing opportunity in Salesforce with the specified changes.
Update a recordTool to update a record's data in Salesforce via UI API.
Update Related List PreferencesTool to update user preferences for a specific related list on an object in Salesforce.
Update taskUpdates an existing task in Salesforce with new information.
Upload file to Salesforce FilesUpload a file to Salesforce Files home via the Connect REST API.
Upload job dataTool to upload CSV data to a Salesforce Bulk API v2 ingest job.
Upsert sObject by External IDTool to upsert records using sObject Rows by External ID.

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 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) 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

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.

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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.

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