How to integrate Salesforce MCP with LangChain

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Introduction

This guide walks you through connecting Salesforce to LangChain 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 LangChain 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 and set up your OpenAI and Composio API keys
  • Connect your Salesforce project to Composio
  • Create a Tool Router MCP session for Salesforce
  • Initialize an MCP client and retrieve Salesforce tools
  • Build a LangChain agent that can interact with Salesforce
  • Set up an interactive chat interface for testing

What is LangChain?

LangChain is a framework for developing applications powered by language models. It provides tools and abstractions for building agents that can reason, use tools, and maintain conversation context.

Key features include:

  • Agent Framework: Build agents that can use tools and make decisions
  • MCP Integration: Connect to external services through Model Context Protocol adapters
  • Memory Management: Maintain conversation history across interactions
  • Multi-Provider Support: Works with OpenAI, Anthropic, and other LLM providers

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 this tutorial, make sure you have:
  • Python 3.10 or higher installed on your system
  • A Composio account with an API key
  • An OpenAI API key
  • Basic familiarity with Python and async programming

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

pip install composio-langchain langchain-mcp-adapters langchain python-dotenv

Install the required packages for LangChain with MCP support.

What's happening:

  • composio-langchain provides Composio integration for LangChain
  • langchain-mcp-adapters enables MCP client connections
  • langchain is the core agent framework
  • python-dotenv loads environment variables

Set up environment variables

bash
COMPOSIO_API_KEY=your_composio_api_key_here
COMPOSIO_USER_ID=your_composio_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 your requests to Composio's API
  • COMPOSIO_USER_ID identifies the user for session management
  • OPENAI_API_KEY enables access to OpenAI's language models

Import dependencies

from langchain_mcp_adapters.client import MultiServerMCPClient
from langchain.agents import create_agent
from dotenv import load_dotenv
from composio import Composio
import asyncio
import os

load_dotenv()
What's happening:
  • We're importing LangChain's MCP adapter and Composio SDK
  • The dotenv import loads environment variables from your .env file
  • This setup prepares the foundation for connecting LangChain with Salesforce functionality through MCP

Initialize Composio client

async def main():
    composio = Composio(api_key=os.getenv("COMPOSIO_API_KEY"))

    if not os.getenv("COMPOSIO_API_KEY"):
        raise ValueError("COMPOSIO_API_KEY is not set")
    if not os.getenv("COMPOSIO_USER_ID"):
        raise ValueError("COMPOSIO_USER_ID is not set")
What's happening:
  • We're loading the COMPOSIO_API_KEY from environment variables and validating it exists
  • Creating a Composio instance that will manage our connection to Salesforce tools
  • Validating that COMPOSIO_USER_ID is also set before proceeding

Create a Tool Router session

# Create Tool Router session for Salesforce
session = composio.create(
    user_id=os.getenv("COMPOSIO_USER_ID"),
    toolkits=['salesforce']
)

url = session.mcp.url
What's happening:
  • We're creating a Tool Router session that gives your agent access to Salesforce tools
  • The create method takes the user ID and specifies which toolkits should be available
  • The returned session.mcp.url is the MCP server URL that your agent will use
  • This approach allows the agent to dynamically load and use Salesforce tools as needed

Configure the agent with the MCP URL

client = MultiServerMCPClient({
    "salesforce-agent": {
        "transport": "streamable_http",
        "url": session.mcp.url,
        "headers": {
            "x-api-key": os.getenv("COMPOSIO_API_KEY")
        }
    }
})

tools = await client.get_tools()

agent = create_agent("gpt-5", tools)
What's happening:
  • We're creating a MultiServerMCPClient that connects to our Salesforce MCP server via HTTP
  • The client is configured with a name and the URL from our Tool Router session
  • get_tools() retrieves all available Salesforce tools that the agent can use
  • We're creating a LangChain agent using the GPT-5 model

Set up interactive chat interface

conversation_history = []

print("Chat started! Type 'exit' or 'quit' to end the conversation.\n")
print("Ask any Salesforce related question or task to the agent.\n")

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

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

    if not user_input:
        continue

    conversation_history.append({"role": "user", "content": user_input})
    print("\nAgent is thinking...\n")

    response = await agent.ainvoke({"messages": conversation_history})
    conversation_history = response['messages']
    final_response = response['messages'][-1].content
    print(f"Agent: {final_response}\n")
What's happening:
  • We initialize an empty conversation_history list to maintain context across interactions
  • A while loop continuously accepts user input from the command line
  • When a user types a message, it's added to the conversation history and sent to the agent
  • The agent processes the request using the ainvoke() method with the full conversation history
  • Users can type 'exit', 'quit', or 'bye' to end the chat session gracefully

Run the application

if __name__ == "__main__":
    asyncio.run(main())
What's happening:
  • We call the main() function using asyncio.run() to start the application

Complete Code

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

from langchain_mcp_adapters.client import MultiServerMCPClient
from langchain.agents import create_agent
from dotenv import load_dotenv
from composio import Composio
import asyncio
import os

load_dotenv()

async def main():
    composio = Composio(api_key=os.getenv("COMPOSIO_API_KEY"))
    
    if not os.getenv("COMPOSIO_API_KEY"):
        raise ValueError("COMPOSIO_API_KEY is not set")
    if not os.getenv("COMPOSIO_USER_ID"):
        raise ValueError("COMPOSIO_USER_ID is not set")
    
    session = composio.create(
        user_id=os.getenv("COMPOSIO_USER_ID"),
        toolkits=['salesforce']
    )

    url = session.mcp.url
    
    client = MultiServerMCPClient({
        "salesforce-agent": {
            "transport": "streamable_http",
            "url": url,
            "headers": {
                "x-api-key": os.getenv("COMPOSIO_API_KEY")
            }
        }
    })
    
    tools = await client.get_tools()
  
    agent = create_agent("gpt-5", tools)
    
    conversation_history = []
    
    print("Chat started! Type 'exit' or 'quit' to end the conversation.\n")
    print("Ask any Salesforce related question or task to the agent.\n")
    
    while True:
        user_input = input("You: ").strip()
        
        if user_input.lower() in ['exit', 'quit', 'bye']:
            print("\nGoodbye!")
            break
        
        if not user_input:
            continue
        
        conversation_history.append({"role": "user", "content": user_input})
        print("\nAgent is thinking...\n")
        
        response = await agent.ainvoke({"messages": conversation_history})
        conversation_history = response['messages']
        final_response = response['messages'][-1].content
        print(f"Agent: {final_response}\n")

if __name__ == "__main__":
    asyncio.run(main())

Conclusion

You've successfully built a LangChain agent that can interact with Salesforce through Composio's Tool Router.

Key features of this implementation:

  • Dynamic tool loading through Composio's Tool Router
  • Conversation history maintenance for context-aware responses
  • Async Python provides clean, efficient execution of agent workflows
You can extend this further by adding error handling, implementing specific business logic, or integrating additional Composio toolkits to create multi-app workflows.

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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 LangChain?

Yes, you can. LangChain 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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