How to integrate Salesforce MCP with CrewAI

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Introduction

This guide walks you through connecting Salesforce to CrewAI using the Composio tool router. By the end, you'll have a working Salesforce agent that can add new contact to spring campaign, clone opportunity with all associated products, complete follow-up task for lead smith, associate contact jane doe to acme account through natural language commands.

This guide will help you understand how to give your CrewAI agent real control over a Salesforce account through Composio's Salesforce MCP server.

Before we dive in, let's take a quick look at the key ideas and tools involved.

TL;DR

Here's what you'll learn:
  • Get a Composio API key and configure your Salesforce connection
  • Set up CrewAI with an MCP enabled agent
  • Create a Tool Router session or standalone MCP server for Salesforce
  • Build a conversational loop where your agent can execute Salesforce operations

What is CrewAI?

CrewAI is a powerful framework for building multi-agent AI systems. It provides primitives for defining agents with specific roles, creating tasks, and orchestrating workflows through crews.

Key features include:

  • Agent Roles: Define specialized agents with specific goals and backstories
  • Task Management: Create tasks with clear descriptions and expected outputs
  • Crew Orchestration: Combine agents and tasks into collaborative workflows
  • MCP Integration: Connect to external tools through Model Context Protocol

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.

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 Composio tool router, and how does it fit here?

What is Tool Router?

Composio's Tool Router helps agents find the right tools for a task at runtime. You can plug in multiple toolkits (like Gmail, HubSpot, and GitHub), and the agent will identify the relevant app and action to complete multi-step workflows. This can reduce token usage and improve the reliability of tool calls. Read more here: Getting started with Tool Router

The tool router generates a secure MCP URL that your agents can access to perform actions.

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:
  • Python 3.9 or higher
  • A Composio account and API key
  • A Salesforce connection authorized in Composio
  • An OpenAI API key for the CrewAI LLM
  • Basic familiarity with Python

Getting API Keys for OpenAI and Composio

OpenAI API Key
  • Go to the OpenAI dashboard and create an API key. You'll need credits to use the models, or you can connect to another model provider.
  • Keep the API key safe.
Composio API Key
  • Log in to the Composio dashboard.
  • Navigate to your API settings and generate a new API key.
  • Store this key securely as you'll need it for authentication.

Install dependencies

bash
pip install composio crewai crewai-tools[mcp] python-dotenv
What's happening:
  • composio connects your agent to Salesforce via MCP
  • crewai provides Agent, Task, Crew, and LLM primitives
  • crewai-tools[mcp] includes MCP helpers
  • python-dotenv loads environment variables from .env

Set up environment variables

bash
COMPOSIO_API_KEY=your_composio_api_key_here
USER_ID=your_user_id_here
OPENAI_API_KEY=your_openai_api_key_here

Create a .env file in your project root.

What's happening:

  • COMPOSIO_API_KEY authenticates with Composio
  • USER_ID scopes the session to your account
  • OPENAI_API_KEY lets CrewAI use your chosen OpenAI model

Import dependencies

python
import os
from composio import Composio
from crewai import Agent, Task, Crew
from crewai_tools import MCPServerAdapter
import dotenv

dotenv.load_dotenv()

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

if not COMPOSIO_API_KEY:
    raise ValueError("COMPOSIO_API_KEY is not set")
if not COMPOSIO_USER_ID:
    raise ValueError("COMPOSIO_USER_ID is not set")
What's happening:
  • CrewAI classes define agents and tasks, and run the workflow
  • MCPServerHTTP connects the agent to an MCP endpoint
  • Composio will give you a short lived Salesforce MCP URL

Create a Composio Tool Router session for Salesforce

python
composio_client = Composio(api_key=COMPOSIO_API_KEY)
session = composio_client.create(user_id=COMPOSIO_USER_ID, toolkits=["salesforce"])

url = session.mcp.url
What's happening:
  • You create a Salesforce only session through Composio
  • Composio returns an MCP HTTP URL that exposes Salesforce tools

Initialize the MCP Server

python
server_params = {
    "url": url,
    "transport": "streamable-http",
    "headers": {"x-api-key": COMPOSIO_API_KEY},
}

with MCPServerAdapter(server_params) as tools:
    agent = Agent(
        role="Search Assistant",
        goal="Help users search the internet effectively",
        backstory="You are a helpful assistant with access to search tools.",
        tools=tools,
        verbose=False,
        max_iter=10,
    )
What's Happening:
  • Server Configuration: The code sets up connection parameters including the MCP server URL, streamable HTTP transport, and Composio API key authentication.
  • MCP Adapter Bridge: MCPServerAdapter acts as a context manager that converts Composio MCP tools into a CrewAI-compatible format.
  • Agent Setup: Creates a CrewAI Agent with a defined role (Search Assistant), goal (help with internet searches), and access to the MCP tools.
  • Configuration Options: The agent includes settings like verbose=False for clean output and max_iter=10 to prevent infinite loops.
  • Dynamic Tool Usage: Once created, the agent automatically accesses all Composio Search tools and decides when to use them based on user queries.

Create a CLI Chatloop and define the Crew

python
print("Chat started! Type 'exit' or 'quit' to end.\n")

conversation_context = ""

while True:
    user_input = input("You: ").strip()

    if user_input.lower() in ["exit", "quit", "bye"]:
        print("\nGoodbye!")
        break

    if not user_input:
        continue

    conversation_context += f"\nUser: {user_input}\n"
    print("\nAgent is thinking...\n")

    task = Task(
        description=(
            f"Conversation history:\n{conversation_context}\n\n"
            f"Current request: {user_input}"
        ),
        expected_output="A helpful response addressing the user's request",
        agent=agent,
    )

    crew = Crew(agents=[agent], tasks=[task], verbose=False)
    result = crew.kickoff()
    response = str(result)

    conversation_context += f"Agent: {response}\n"
    print(f"Agent: {response}\n")
What's Happening:
  • Interactive CLI Setup: The code creates an infinite loop that continuously prompts for user input and maintains the entire conversation history in a string variable.
  • Input Validation: Empty inputs are ignored to prevent processing blank messages and keep the conversation clean.
  • Context Building: Each user message is appended to the conversation context, which preserves the full dialogue history for better agent responses.
  • Dynamic Task Creation: For every user input, a new Task is created that includes both the full conversation history and the current request as context.
  • Crew Execution: A Crew is instantiated with the agent and task, then kicked off to process the request and generate a response.
  • Response Management: The agent's response is converted to a string, added to the conversation context, and displayed to the user, maintaining conversational continuity.

Complete Code

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

from crewai import Agent, Task, Crew, LLM
from crewai_tools import MCPServerAdapter
from composio import Composio
from dotenv import load_dotenv
import os

load_dotenv()

GOOGLE_API_KEY = os.getenv("GOOGLE_API_KEY")
COMPOSIO_API_KEY = os.getenv("COMPOSIO_API_KEY")
COMPOSIO_USER_ID = os.getenv("COMPOSIO_USER_ID")

if not GOOGLE_API_KEY:
    raise ValueError("GOOGLE_API_KEY is not set in the environment.")
if not COMPOSIO_API_KEY:
    raise ValueError("COMPOSIO_API_KEY is not set in the environment.")
if not COMPOSIO_USER_ID:
    raise ValueError("COMPOSIO_USER_ID is not set in the environment.")

# Initialize Composio and create a session
composio = Composio(api_key=COMPOSIO_API_KEY)
session = composio.create(
    user_id=COMPOSIO_USER_ID,
    toolkits=["salesforce"],
)
url = session.mcp.url

# Configure LLM
llm = LLM(
    model="gpt-5",
    api_key=os.getenv("OPENAI_API_KEY"),
)

server_params = {
    "url": url,
    "transport": "streamable-http",
    "headers": {"x-api-key": COMPOSIO_API_KEY},
}

with MCPServerAdapter(server_params) as tools:
    agent = Agent(
        role="Search Assistant",
        goal="Help users with internet searches",
        backstory="You are an expert assistant with access to Composio Search tools.",
        tools=tools,
        llm=llm,
        verbose=False,
        max_iter=10,
    )

    print("Chat started! Type 'exit' or 'quit' to end.\n")

    conversation_context = ""

    while True:
        user_input = input("You: ").strip()

        if user_input.lower() in ["exit", "quit", "bye"]:
            print("\nGoodbye!")
            break

        if not user_input:
            continue

        conversation_context += f"\nUser: {user_input}\n"
        print("\nAgent is thinking...\n")

        task = Task(
            description=(
                f"Conversation history:\n{conversation_context}\n\n"
                f"Current request: {user_input}"
            ),
            expected_output="A helpful response addressing the user's request",
            agent=agent,
        )

        crew = Crew(agents=[agent], tasks=[task], verbose=False)
        result = crew.kickoff()
        response = str(result)

        conversation_context += f"Agent: {response}\n"
        print(f"Agent: {response}\n")

Conclusion

You now have a CrewAI agent connected to Salesforce through Composio's Tool Router. The agent can perform Salesforce operations through natural language commands.

Next steps:

  • Add role-specific instructions to customize agent behavior
  • Plug in more toolkits for multi-app workflows
  • Chain tasks for complex multi-step operations

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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 CrewAI?

Yes, you can. CrewAI 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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