Salesforce service cloud MCP server for AI agents and assistants

Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Salesforce Service Cloud MCP or direct API to manage support cases, respond to customer inquiries, update account records, and search knowledge articles through natural language.

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Salesforce Service Cloud is a customer service platform for case management, omnichannel support, and automation. It enables teams to deliver faster, personalized service experiences with robust workflow tools and a unified workspace.

23 Tools

Try Salesforce service cloud now

Type what you want done — sign in and watch it run live in the Tool Router playground.

TOOL ROUTER PLAYGROUND
Salesforce service cloud
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TOOLS

Supported Tools

Every Salesforce service cloud action and event your agent gets out of the box.

Chasitor Sneak Peek

Send real-time typing indicator (sneak peek) to Live Agent during active chat session.

Composite Batch

Tool to execute multiple independent REST subrequests in one batch call.

Composite Request

Execute up to 25 dependent Salesforce REST subrequests in a single API call.

Composite SObject Tree

Create one or more nested sObject record trees in a single API call.

Create Case Record

Tool to create or upsert a Salesforce Case record.

Delete Case Record

Tool to delete a Salesforce Case record.

Describe SObject

Tool to retrieve metadata of any sObject.

Generate Request ID

Generate a UUIDv4 string to use as an Idempotency-Key header in Salesforce User Interface API requests.

Generate Signed JWT Assertion

Tool to generate a signed JWT assertion for Salesforce JWT bearer OAuth flow.

Get Case Record

Retrieve a Salesforce Case record by its ID.

Get Chat Messages

Tool to long-poll for chat messages/events.

Get Live Agent API Version

Tool to retrieve current Live Agent API version.

List Einstein Bots

Lists all Einstein Bot definitions in the Salesforce organization.

Query All SOQL

Tool to execute a SOQL query including deleted and archived records.

Query SOQL

Tool to execute a SOQL query.

Reconnect Chat Session

Tool to reconnect a Live Agent chat session after the affinity token changes.

Resync Chasitor State

Resynchronizes the chat visitor's state after a session reconnection.

Retrieve Connected App Private Key

Tool to retrieve RSA private key PEM for a Salesforce Connected App.

Retrieve Salesforce Username

Tool to retrieve the Salesforce username.

Send Custom Event

Send a custom event from a chat visitor to a Live Agent during an active chat session.

Set Breadcrumb

Tool to set a breadcrumb URL for the visitor's current page.

Upload File to S3

Tool to upload a file to managed S3 storage.

Visitor Sensitive Data Rule Triggered

Tool to trigger sensitive data rules for the chat visitor.

SETUP GUIDE

Connect Salesforce service cloud MCP Tool with your Agent

1

Install Composio

typescript
npm install @composio/core ai @ai-sdk/mcp @ai-sdk/openai
Install the Composio SDK and your agent framework
2

Create a session with MCP enabled

typescript
import { Composio } from "@composio/core";

const composio = new Composio();
const { mcp } = await composio.create("your-user-id", {
  toolkits: ["salesforce_service_cloud"],
  mcp: true,
});
Create a session scoped to Salesforce service cloud and read its MCP URL and headers
3

Connect your agent to the MCP server

typescript
import { createMCPClient } from "@ai-sdk/mcp";
import { openai } from "@ai-sdk/openai";
import { generateText, stepCountIs } from "ai";

const client = await createMCPClient({
  transport: { type: "http", url: mcp.url, headers: mcp.headers },
});

const { text } = await generateText({
  model: openai("gpt-5.6-sol"),
  tools: await client.tools(),
  prompt: "Show all open cases assigned to me",
  stopWhen: stepCountIs(10),
});

console.log(text);
await client.close();
Pass the session's MCP URL and headers to your agent and run a Salesforce service cloud request
SETUP GUIDE

Connect Salesforce service cloud API Tool with your Agent

1

Install Composio

typescript
npm install @composio/core @composio/openai openai
Install the Composio SDK, the OpenAI provider, and the OpenAI SDK
2

Create a Composio session

typescript
import OpenAI from "openai";
import { Composio } from "@composio/core";
import { OpenAIResponsesProvider } from "@composio/openai";

const composio = new Composio({ provider: new OpenAIResponsesProvider() });
const client = new OpenAI();

const session = await composio.create("your-user-id", { toolkits: ["salesforce_service_cloud"] });
const tools = await session.tools();
Initialize Composio with the OpenAI Responses provider and create a session scoped to Salesforce service cloud
3

Run Salesforce service cloud tools with your agent

typescript
let response = await client.responses.create({
  model: "gpt-5.6-sol",
  tools,
  input: [{ role: "user", content: "Show all open cases assigned to me" }],
});

while (response.output.some((o) => o.type === "function_call")) {
  const outputs = await composio.provider.handleToolCalls(session, response.output);
  response = await client.responses.create({
    model: "gpt-5.6-sol",
    tools,
    previous_response_id: response.id,
    input: outputs,
  });
}

console.log(response.output_text);
Send a request, execute the Salesforce service cloud tool calls through the session, and print the final answer

Why Use Composio?

AI Native Salesforce service cloud Integration

  • Supports both Salesforce service cloud MCP and direct API based integrations
  • Structured, LLM-friendly schemas for reliable tool execution
  • Rich coverage for reading, writing, and querying your Salesforce service cloud data

Managed Auth

  • Built-in OAuth handling with automatic token refresh and rotation
  • Central place to manage, scope, and revoke Salesforce service cloud access
  • Per user and per environment credentials instead of hard-coded keys

Agent Optimized Design

  • Tools are tuned using real error and success rates to improve reliability over time
  • Comprehensive execution logs so you always know what ran, when, and on whose behalf

Enterprise Grade Security

  • Fine-grained RBAC so you control which agents and users can access Salesforce service cloud
  • Scoped, least privilege access to Salesforce service cloud resources
  • Full audit trail of agent actions to support review and compliance

Rolling this out across your team?

Give your team centralized access control across every framework with Composio’s MCP Gateway.

EXPLORE MCP GATEWAY
FAQ

Frequently asked questions

Salesforce service cloud requires connections to go through your own OAuth app. You register it once with Salesforce service cloud, add its client ID and secret in the Composio dashboard, and from then on everyone connects by signing in to Salesforce service cloud as usual. Composio handles the rest of the flow and the token refresh.

Yes! Composio's Tool Router enables agents to use multiple toolkits. Learn more.

Yes. Composio is SOC 2 Type II compliant and is built to keep your Salesforce service cloud connection and credentials secure. OAuth tokens and API keys are encrypted, and sensitive customer data is protected at rest and in transit.

Composio also undergoes independent security testing and continuously monitors its systems for security threats. You can review the latest reports and policies in the Composio Trust Center.

Composio maintains and updates all toolkit integrations automatically, so your agents always work with the latest API versions.

When you connect a Salesforce service cloud account through Composio, every action runs under that account, so anything the agent creates, sends, or changes shows up in Salesforce service cloud as done by you. Keep an approval step in your prompt for actions with side effects, such as sending or deleting, and have the agent draft first.

Exactly the ones Salesforce service cloud lists on its consent screen when you connect. Review that screen before approving. If you connect a work account, your Salesforce service cloud administrator may need to approve the app first, and you can revoke the access inside Salesforce service cloud whenever you want.

Yes. Composio supports multiple connected accounts for the same app, and that works in Claude, ChatGPT, or any other assistant you connect through Composio. Give each Salesforce service cloud connection a name such as work or personal, and the assistant uses the one you mention in the request. Each account keeps its own credentials and nothing is merged.

Composio refreshes Salesforce service cloud tokens automatically, so day to day you do nothing. If you revoke access inside Salesforce service cloud, or Salesforce service cloud invalidates the session, the connection shows as expired in Composio and the agent stops acting on that account until you reconnect it, which is a single sign-in.

Composio's free Hobby plan includes 100,000 tool calls per month with no credit card, which covers most personal Salesforce service cloud use. Paid plans add higher limits and team features. Your Salesforce service cloud plan and its API limits still apply as usual.

Built-in connectors usually give one AI access to a limited set of apps. Many people use Composio because it lets their AI connect to more apps than it normally supports, or connect to multiple accounts for the same app (e.g. connect Claude to multiple Salesforce service cloud accounts).

With Composio, you connect Salesforce service cloud once and then use it across different AI assistants without setting it up separately in each one. Connect your apps to Composio once, then connect Composio to whichever AI you use, whether that's Claude, ChatGPT, Hermes, or your own custom assistant.

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