How to integrate Salesforce MCP with OpenAI Agents SDK

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Introduction

This guide walks you through connecting Salesforce to the OpenAI Agents SDK 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 OpenAI Agents SDK 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
  • Install the necessary dependencies
  • Initialize Composio and create a Tool Router session for Salesforce
  • Configure an AI agent that can use Salesforce as a tool
  • Run a live chat session where you can ask the agent to perform Salesforce operations

What is open-ai-agents-sdk?

The OpenAI Agents SDK is a lightweight framework for building AI agents that can use tools and maintain conversation state. It provides a simple interface for creating agents with hosted MCP tool support.

Key features include:

  • Hosted MCP Tools: Connect to external services through hosted MCP endpoints
  • SQLite Sessions: Persist conversation history across interactions
  • Simple API: Clean interface with Agent, Runner, and tool configuration
  • Streaming Support: Real-time response streaming for interactive applications

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:
  • Composio API Key and OpenAI API Key
  • Primary know-how of OpenAI Agents SDK
  • A live Salesforce project
  • Some knowledge of Python or Typescript

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

Install dependencies

pip install composio_openai_agents openai-agents python-dotenv

Install the Composio SDK and the OpenAI Agents SDK.

Set up environment variables

bash
OPENAI_API_KEY=sk-...your-api-key
COMPOSIO_API_KEY=your-api-key
USER_ID=composio_user@gmail.com

Create a .env file and add your OpenAI and Composio API keys.

Import dependencies

import asyncio
import os
from dotenv import load_dotenv

from composio import Composio
from composio_openai_agents import OpenAIAgentsProvider
from agents import Agent, Runner, HostedMCPTool, SQLiteSession
What's happening:
  • You're importing all necessary libraries.
  • The Composio and OpenAIAgentsProvider classes are imported to connect your OpenAI agent to Composio tools like Salesforce.

Set up the Composio instance

load_dotenv()

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

if not api_key:
    raise RuntimeError("COMPOSIO_API_KEY is not set. Create a .env file with COMPOSIO_API_KEY=your_key")

# Initialize Composio
composio = Composio(api_key=api_key, provider=OpenAIAgentsProvider())
What's happening:
  • load_dotenv() loads your .env file so OPENAI_API_KEY and COMPOSIO_API_KEY are available as environment variables.
  • Creating a Composio instance using the API Key and OpenAIAgentsProvider class.

Create a Tool Router session

# Create a Salesforce Tool Router session
session = composio.create(
    user_id=user_id,
    toolkits=["salesforce"]
)

mcp_url = session.mcp.url

What is happening:

  • You give the Tool Router the user id and the toolkits you want available. Here, it is only salesforce.
  • The router checks the user's Salesforce connection and prepares the MCP endpoint.
  • The returned session.mcp.url is the MCP URL that your agent will use to access Salesforce.
  • This approach keeps things lightweight and lets the agent request Salesforce tools only when needed during the conversation.

Configure the agent

# Configure agent with MCP tool
agent = Agent(
    name="Assistant",
    model="gpt-5",
    instructions=(
        "You are a helpful assistant that can access Salesforce. "
        "Help users perform Salesforce operations through natural language."
    ),
    tools=[
        HostedMCPTool(
            tool_config={
                "type": "mcp",
                "server_label": "tool_router",
                "server_url": mcp_url,
                "headers": {"x-api-key": api_key},
                "require_approval": "never",
            }
        )
    ],
)
What's happening:
  • We're creating an Agent instance with a name, model (gpt-5), and clear instructions about its purpose.
  • The agent's instructions tell it that it can access Salesforce and help with queries, inserts, updates, authentication, and fetching database information.
  • The tools array includes a HostedMCPTool that connects to the MCP server URL we created earlier.
  • The headers dict includes the Composio API key for secure authentication with the MCP server.
  • require_approval: 'never' means the agent can execute Salesforce operations without asking for permission each time, making interactions smoother.

Start chat loop and handle conversation

print("\nComposio Tool Router session created.")

chat_session = SQLiteSession("conversation_openai_toolrouter")

print("\nChat started. Type your requests below.")
print("Commands: 'exit', 'quit', or 'q' to end\n")

async def main():
    try:
        result = await Runner.run(
            agent,
            "What can you help me with?",
            session=chat_session
        )
        print(f"Assistant: {result.final_output}\n")
    except Exception as e:
        print(f"Error: {e}\n")

    while True:
        user_input = input("You: ").strip()
        if user_input.lower() in {"exit", "quit", "q"}:
            print("Goodbye!")
            break

        result = await Runner.run(
            agent,
            user_input,
            session=chat_session
        )
        print(f"Assistant: {result.final_output}\n")

asyncio.run(main())
What's happening:
  • The program prints a session URL that you visit to authorize Salesforce.
  • After authorization, the chat begins.
  • Each message you type is processed by the agent using Runner.run().
  • The responses are printed to the console, and conversations are saved locally using SQLite.
  • Typing exit, quit, or q cleanly ends the chat.

Complete Code

Here's the complete code to get you started with Salesforce and open-ai-agents-sdk:

import asyncio
import os
from dotenv import load_dotenv

from composio import Composio
from composio_openai_agents import OpenAIAgentsProvider
from agents import Agent, Runner, HostedMCPTool, SQLiteSession

load_dotenv()

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

if not api_key:
    raise RuntimeError("COMPOSIO_API_KEY is not set. Create a .env file with COMPOSIO_API_KEY=your_key")

# Initialize Composio
composio = Composio(api_key=api_key, provider=OpenAIAgentsProvider())

# Create Tool Router session
session = composio.create(
    user_id=user_id,
    toolkits=["salesforce"]
)
mcp_url = session.mcp.url

# Configure agent with MCP tool
agent = Agent(
    name="Assistant",
    model="gpt-5",
    instructions=(
        "You are a helpful assistant that can access Salesforce. "
        "Help users perform Salesforce operations through natural language."
    ),
    tools=[
        HostedMCPTool(
            tool_config={
                "type": "mcp",
                "server_label": "tool_router",
                "server_url": mcp_url,
                "headers": {"x-api-key": api_key},
                "require_approval": "never",
            }
        )
    ],
)

print("\nComposio Tool Router session created.")

chat_session = SQLiteSession("conversation_openai_toolrouter")

print("\nChat started. Type your requests below.")
print("Commands: 'exit', 'quit', or 'q' to end\n")

async def main():
    try:
        result = await Runner.run(
            agent,
            "What can you help me with?",
            session=chat_session
        )
        print(f"Assistant: {result.final_output}\n")
    except Exception as e:
        print(f"Error: {e}\n")

    while True:
        user_input = input("You: ").strip()
        if user_input.lower() in {"exit", "quit", "q"}:
            print("Goodbye!")
            break

        result = await Runner.run(
            agent,
            user_input,
            session=chat_session
        )
        print(f"Assistant: {result.final_output}\n")

asyncio.run(main())

Conclusion

This was a starter code for integrating Salesforce MCP with OpenAI Agents SDK to build a functional AI agent that can interact with Salesforce.

Key features:

  • Hosted MCP tool integration through Composio's Tool Router
  • SQLite session persistence for conversation history
  • Simple async chat loop for interactive testing
You can extend this by adding more toolkits, implementing custom business logic, or building a web interface around the agent.

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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 OpenAI Agents SDK?

Yes, you can. OpenAI Agents SDK 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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