# Salesforce service cloud

```json
{
  "name": "Salesforce service cloud",
  "slug": "salesforce_service_cloud",
  "url": "https://composio.dev/toolkits/salesforce_service_cloud",
  "markdown_url": "https://composio.dev/toolkits/salesforce_service_cloud.md",
  "logo_url": "https://logos.composio.dev/api/salesforce_service_cloud",
  "categories": [
    "crm"
  ],
  "is_composio_managed": false,
  "updated_at": "2026-05-12T10:24:36.668Z"
}
```

![Salesforce service cloud logo](https://logos.composio.dev/api/salesforce_service_cloud)

## Description

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.

## Summary

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.

## Categories

- crm

## Toolkit Details

- Tools: 23

## Images

- Logo: https://logos.composio.dev/api/salesforce_service_cloud

## Authentication

- **Oauth2**
  - Type: `oauth2`
  - Description: Oauth2 authentication for Salesforce Service Cloud.
  - Setup:
    - Configure Oauth2 credentials for Salesforce Service Cloud.
    - Use the credentials when creating an auth config in Composio.

## Suggested Prompts

- List all open support cases for today
- Update case status to resolved for customer
- Fetch recent customer interactions for an account
- Create a new case for incoming email

## Supported Tools

| Tool slug | Name | Description |
|---|---|---|
| `SALESFORCE_SERVICE_CLOUD_CHASITOR_SNEAK_PEEK` | Chasitor Sneak Peek | Send real-time typing indicator (sneak peek) to Live Agent during active chat session. Allows agents to see what visitors are typing before the message is sent. Requires an active Live Agent chat session with valid session_key and affinity token. The sequence number must increment with each request. |
| `SALESFORCE_SERVICE_CLOUD_COMPOSITE_BATCH` | Composite Batch | Tool to execute multiple independent REST subrequests in one batch call. Use when bundling up to 25 independent operations to minimize round trips. Subrequests cannot reference each other. |
| `SALESFORCE_SERVICE_CLOUD_COMPOSITE_REQUEST` | Composite Request | Execute up to 25 dependent Salesforce REST subrequests in a single API call. Subrequests execute sequentially and can reference results from earlier requests using '@{referenceId.field}' syntax. Use this when operations depend on each other (e.g., create Account then create related Contact). For independent operations, use Composite Batch instead. |
| `SALESFORCE_SERVICE_CLOUD_COMPOSITE_SOBJECT_TREE` | Composite SObject Tree | Create one or more nested sObject record trees in a single API call. Supports parent-child relationships up to 5 levels deep, with a maximum of 200 total records across all trees. Use this for bulk insertion of related records (e.g., Account with Contacts, or Orders with Line Items). Relationships must be Master-Detail or Lookup. Only supports INSERT operations, not upserts. |
| `SALESFORCE_SERVICE_CLOUD_CREATE_CASE_RECORD` | Create Case Record | Tool to create or upsert a Salesforce Case record. Use when you need to add a new Case or update via external ID. |
| `SALESFORCE_SERVICE_CLOUD_DELETE_CASE_RECORD` | Delete Case Record | Tool to delete a Salesforce Case record. Use when you need to remove a case by its record ID. |
| `SALESFORCE_SERVICE_CLOUD_DESCRIBE_S_OBJECT` | Describe SObject | Tool to retrieve metadata of any sObject. Use when you need to inspect field definitions, relationships, and supported features for objects like Account, Contact, Case, etc. |
| `SALESFORCE_SERVICE_CLOUD_GENERATE_REQUEST_ID` | Generate Request ID | Generate a UUIDv4 string to use as an Idempotency-Key header in Salesforce User Interface API requests. This prevents duplicate record creation when POST, PATCH, or DELETE requests are retried due to network failures or timeouts. The same key returns cached responses for 30 days, avoiding duplicate operations and saving server resources. Use this tool whenever you need to ensure idempotent behavior for Salesforce UI API operations. |
| `SALESFORCE_SERVICE_CLOUD_GENERATE_SIGNED_JWT_ASSERTION` | Generate Signed JWT Assertion | Tool to generate a signed JWT assertion for Salesforce JWT bearer OAuth flow. Use when you need to perform server-to-server authentication using a connected app’s certificate. Use before exchanging the assertion for an access token. |
| `SALESFORCE_SERVICE_CLOUD_GET_CASE_RECORD` | Get Case Record | Retrieve a Salesforce Case record by its ID. Returns Case details including status, priority, subject, description, owner, and timestamps. Useful for: - Looking up Case details by ID - Checking Case status and priority - Getting customer issue information - Retrieving Case metadata and relationships Requires a valid 15 or 18-character Salesforce Case ID. Optionally specify which fields to retrieve using the fields parameter; otherwise all accessible fields are returned. |
| `SALESFORCE_SERVICE_CLOUD_GET_CHAT_MESSAGES` | Get Chat Messages | Tool to long-poll for chat messages/events. Use after CreateChatSession to retrieve incoming chat events. Returns empty messages list when no new messages (HTTP 204). Call with ack from prior response to maintain sequence. |
| `SALESFORCE_SERVICE_CLOUD_GET_LIVE_AGENT_API_VERSION` | Get Live Agent API Version | Tool to retrieve current Live Agent API version. Use when initializing chat sessions to ensure subsequent calls target the correct REST API version. |
| `SALESFORCE_SERVICE_CLOUD_LIST_EINSTEIN_BOTS` | List Einstein Bots | Lists all Einstein Bot definitions in the Salesforce organization. This action queries the BotDefinition object using the Salesforce Tooling API to retrieve metadata about all Einstein Bots, including their IDs, labels, developer names, and language settings. Use this action when you need to: - Get a list of available Einstein Bots in the org - Find valid bot IDs for use with other Einstein Bots API operations - Retrieve bot metadata such as names and language settings Returns an empty list if no bots exist or if Tooling API access is unavailable. |
| `SALESFORCE_SERVICE_CLOUD_QUERY_ALL_SOQL` | Query All SOQL | Tool to execute a SOQL query including deleted and archived records. Use when you need to fetch all rows including soft-deleted data in Salesforce. |
| `SALESFORCE_SERVICE_CLOUD_QUERY_SOQL` | Query SOQL | Tool to execute a SOQL query. Use when you need to retrieve records from Salesforce via SOQL. |
| `SALESFORCE_SERVICE_CLOUD_RECONNECT_CHAT_SESSION` | Reconnect Chat Session | Tool to reconnect a Live Agent chat session after the affinity token changes. Use this when you receive a 503 (Service Unavailable) response during chat operations, indicating the affinity token has changed and the session needs to be reestablished on a new server. After reconnecting, you must call ResyncChasitorState to restore the visitor's chat context. Note: Requires valid session_key and affinity tokens from an active Live Agent chat session. |
| `SALESFORCE_SERVICE_CLOUD_RESYNC_CHASITOR_STATE` | Resync Chasitor State | Resynchronizes the chat visitor's state after a session reconnection. This action is part of the Salesforce Live Agent chat session recovery workflow: 1. First, call ReconnectChatSession with the session_key and affinity_token 2. Then, call this action to restore the visitor's chat state 3. Finally, resume normal chat operations (sending messages, getting messages, etc.) Prerequisites: - An active or recently disconnected Live Agent chat session - Valid session_key and affinity_token from the original session - Live Agent must be properly configured in the Salesforce org Note: The legacy Live Agent product is being phased out in favor of Messaging for In-App and Web. This action sends a POST request to /chat/rest/Chasitor/ChasitorResyncState with required Live Agent headers but no request body. |
| `SALESFORCE_SERVICE_CLOUD_RETRIEVE_CONNECTED_APP_PRIVATE_KEY` | Retrieve Connected App Private Key | Tool to retrieve RSA private key PEM for a Salesforce Connected App. Use when signing JWT assertions for OAuth flows. Provide the app's Connected App ID and optional secret name or file path. Use before generating signed JWTs. |
| `SALESFORCE_SERVICE_CLOUD_RETRIEVE_SALESFORCE_USERNAME` | Retrieve Salesforce Username | Tool to retrieve the Salesforce username. Use when you need the current authenticated user's username. Use after completing OAuth2 authentication. |
| `SALESFORCE_SERVICE_CLOUD_SEND_CUSTOM_EVENT` | Send Custom Event | Send a custom event from a chat visitor to a Live Agent during an active chat session. Use this tool to trigger custom event handlers on the agent's side, enabling custom interactions beyond standard chat messages. Custom events can be used for actions like form submissions, button clicks, page navigation, or any application-specific events that need to be communicated to the agent. Prerequisites: - An active Live Agent chat session must be established - Live Agent REST API must be configured and enabled in your Salesforce org - Valid session_key and affinity_token from session initialization Note: This endpoint requires Live Agent to be properly configured. The API typically returns 204 No Content on success. |
| `SALESFORCE_SERVICE_CLOUD_SET_BREADCRUMB` | Set Breadcrumb | Tool to set a breadcrumb URL for the visitor's current page. Use after a visitor navigates to a new page during an active chat session. |
| `SALESFORCE_SERVICE_CLOUD_UPLOAD_FILE_TO_S3` | Upload File to S3 | Tool to upload a file to managed S3 storage. Use when you need to persist files externally. |
| `SALESFORCE_SERVICE_CLOUD_VISITOR_SENSITIVE_DATA_RULE` | Visitor Sensitive Data Rule Triggered | Tool to trigger sensitive data rules for the chat visitor. Use after detecting sensitive content to apply visitor masking or handling rules. |

## Supported Triggers

None listed.

## Installation and MCP Setup

### Path 1: SDK Installation

#### Path 1, Step 1: Install Composio

Install the Composio SDK
```python
pip install composio_openai
```

```typescript
npm install @composio/openai
```

#### Path 1, Step 2: Initialize Composio and Create Tool Router Session

Import and initialize Composio client, then create a Tool Router session
```python
from openai import OpenAI
from composio import Composio
from composio_openai import OpenAIResponsesProvider

composio = Composio(provider=OpenAIResponsesProvider())
openai = OpenAI()
session = composio.create(user_id='your-user-id')
```

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

const composio = new Composio({
  provider: new OpenAIResponsesProvider(),
});
const openai = new OpenAI({});
const session = await composio.create('your-user-id');
```

#### Path 1, Step 3: Execute Salesforce service cloud Tools via Tool Router with Your Agent

Get tools from Tool Router session and execute Salesforce service cloud actions with your Agent
```python
tools = session.tools
response = openai.responses.create(
  model='gpt-4.1',
  tools=tools,
  input=[{
    'role': 'user',
    'content': 'Show all open cases assigned to me'
  }]
)
result = composio.provider.handle_tool_calls(
  response=response,
  user_id='your-user-id'
)
print(result)
```

```typescript
const tools = session.tools;
const response = await openai.responses.create({
  model: 'gpt-4.1',
  tools: tools,
  input: [{
    role: 'user',
    content: 'Show all open cases assigned to me'
  }],
});
const result = await composio.provider.handleToolCalls(
  'your-user-id',
  response.output
);
console.log(result);
```

### Path 2: MCP Server Setup

#### Path 2, Step 1: Install Composio

Install the Composio SDK and Claude Agent SDK
```python
pip install composio claude-agent-sdk
```

```typescript
npm install @composio/core ai @ai-sdk/openai @ai-sdk/mcp
```

#### Path 2, Step 2: Create Tool Router Session

Initialize the Composio client and create a Tool Router session
```python
from composio import Composio
from claude_agent_sdk import ClaudeSDKClient, ClaudeAgentOptions

composio = Composio(api_key='your-composio-api-key')
session = composio.create(user_id='your-user-id')
url = session.mcp.url
```

```typescript
import { Composio } from '@composio/core';

const composio = new Composio({ apiKey: 'your-api-key' });

console.log("Creating Tool Router session...");
const { mcp } = await composio.create('your-user-id');
console.log(`Tool Router session created: ${mcp.url}`);
```

#### Path 2, Step 3: Connect to AI Agent

Use the MCP server with your AI agent
```python
import asyncio

options = ClaudeAgentOptions(
    permission_mode='bypassPermissions',
    mcp_servers={
        'tool_router': {
            'type': 'http',
            'url': url,
            'headers': {
                'x-api-key': 'your-composio-api-key'
            }
        }
    },
    system_prompt='You are a helpful assistant with access to Salesforce service cloud tools.',
    max_turns=10
)

async def main():
    async with ClaudeSDKClient(options=options) as client:
        await client.query('Show all open cases assigned to me')
        async for message in client.receive_response():
            if hasattr(message, 'content'):
                for block in message.content:
                    if hasattr(block, 'text'):
                        print(block.text)

asyncio.run(main())
```

```typescript
import { openai } from '@ai-sdk/openai';
import { experimental_createMCPClient as createMCPClient } from '@ai-sdk/mcp';
import { generateText, stepCountIs } from 'ai';

const client = await createMCPClient({
  transport: {
    type: 'http',
    url: mcp.url,
    headers: { 'x-api-key': 'your-composio-api-key' }
  }
});

const tools = await client.tools();

const { text } = await generateText({
  model: openai('gpt-4o'),
  tools,
  messages: [{ role: 'user', content: 'Show all open cases assigned to me' }],
  stopWhen: stepCountIs( 5 )
});

console.log(`Agent: ${text}`);
```

## Why Use Composio?

### 1. 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

### 2. 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

### 3. 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

### 4. 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

## Use Salesforce service cloud with any AI Agent Framework

Choose a framework you want to connect Salesforce service cloud with:

- [ChatGPT](https://composio.dev/toolkits/salesforce_service_cloud/framework/chatgpt)
- [OpenAI Agents SDK](https://composio.dev/toolkits/salesforce_service_cloud/framework/open-ai-agents-sdk)
- [Claude Agent SDK](https://composio.dev/toolkits/salesforce_service_cloud/framework/claude-agents-sdk)
- [Claude Code](https://composio.dev/toolkits/salesforce_service_cloud/framework/claude-code)
- [Claude Cowork](https://composio.dev/toolkits/salesforce_service_cloud/framework/claude-cowork)
- [Codex](https://composio.dev/toolkits/salesforce_service_cloud/framework/codex)
- [Cursor](https://composio.dev/toolkits/salesforce_service_cloud/framework/cursor)
- [VS Code](https://composio.dev/toolkits/salesforce_service_cloud/framework/vscode)
- [OpenCode](https://composio.dev/toolkits/salesforce_service_cloud/framework/opencode)
- [OpenClaw](https://composio.dev/toolkits/salesforce_service_cloud/framework/openclaw)
- [Hermes](https://composio.dev/toolkits/salesforce_service_cloud/framework/hermes-agent)
- [CLI](https://composio.dev/toolkits/salesforce_service_cloud/framework/cli)
- [Google ADK](https://composio.dev/toolkits/salesforce_service_cloud/framework/google-adk)
- [LangChain](https://composio.dev/toolkits/salesforce_service_cloud/framework/langchain)
- [Vercel AI SDK](https://composio.dev/toolkits/salesforce_service_cloud/framework/ai-sdk)
- [Mastra AI](https://composio.dev/toolkits/salesforce_service_cloud/framework/mastra-ai)
- [LlamaIndex](https://composio.dev/toolkits/salesforce_service_cloud/framework/llama-index)
- [CrewAI](https://composio.dev/toolkits/salesforce_service_cloud/framework/crew-ai)
- [Pydantic AI](https://composio.dev/toolkits/salesforce_service_cloud/framework/pydantic-ai)
- [AutoGen](https://composio.dev/toolkits/salesforce_service_cloud/framework/autogen)

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- [Capsule crm](https://composio.dev/toolkits/capsule_crm) - Capsule CRM is a user-friendly CRM platform for managing contacts and sales pipelines. It helps businesses organize relationships and streamline their sales process efficiently.
- [Centralstationcrm](https://composio.dev/toolkits/centralstationcrm) - CentralStationCRM is an easy-to-use CRM software focused on collaboration and long-term customer relationships. It helps teams manage contacts, deals, and communications all in one place.
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## Frequently Asked Questions

### Do I need my own developer credentials to use Salesforce service cloud with Composio?

Yes, Salesforce service cloud requires you to configure your own OAuth credentials. Once set up, Composio handles token storage, refresh, and lifecycle management for you.

### Can I use multiple toolkits together?

Yes! Composio's Tool Router enables agents to use multiple toolkits. [Learn more](https://docs.composio.dev/tool-router/overview).

### Is Composio secure?

Composio is SOC 2 and ISO 27001 compliant with all data encrypted in transit and at rest. [Learn more](https://trust.composio.dev).

### What if the API changes?

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

---
[See all toolkits](https://composio.dev/toolkits) · [Composio docs](https://docs.composio.dev/llms.txt)