How to integrate Salesforce service cloud MCP with Atomic Agent

Connect Atomic Agent to Salesforce service cloud MCP. List all open support cases for today, update case status to resolved for customer, and more using natural language, with authentication handled for you.

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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

Introduction

Atomic Agent is an open-source AI agent that runs on your machine and supports local models through llama.cpp. Connect it to 1,500+ apps through Composio, including Salesforce service cloud.

This guide uses Atomic Agent's built-in Composio integration. You need Atomic Agent v0.5.6 or later, your own Composio API key, and a Salesforce service cloud account. See the Atomic Agent documentation for installation instructions.

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How Atomic Agent connects to Salesforce service cloud

Atomic Agent connects to Composio's Tool Router over Streamable HTTP MCP. It discovers the tools needed for your request, and Composio handles account authentication.

Execution and account-connection tools follow Atomic Agent's configured approval policy. Review any approval prompt before allowing an action on your connected account.

Connect Salesforce service cloud to Atomic Agent

  1. Sign up or sign in to the Composio dashboard. Copy your API key.
  2. In Atomic Agent, open the Integrations tab and select Composio. Select API key, press e, paste the key, and press Enter. The tools become available immediately, without a restart.
  3. Ask Atomic Agent to do something in Salesforce service cloud. It searches Composio for the right tool.
  4. On first use, open the sign-in link returned in the chat. Connect your Salesforce service cloud account, then return to Atomic Agent to continue.

Headless setup

Add the following line to ~/.atomic-agent/.env, replacing YOUR_COMPOSIO_API_KEY with your key. Start Atomic Agent after saving the file.

bash
COMPOSIO_API_KEY=YOUR_COMPOSIO_API_KEY

What is the Salesforce service cloud MCP server, and what's possible with it?

The Salesforce service cloud 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 Service Cloud account. It provides structured and secure access to your customer service data, so your agent can perform actions like managing cases, retrieving knowledge articles, automating service processes, and tracking customer interactions on your behalf.

  • Case management and triage: Empower your agent to create, update, assign, or close customer service cases, ensuring timely resolution of inquiries and incidents.
  • Knowledge base retrieval: Let your agent search, read, and recommend relevant knowledge articles to assist with customer support and internal troubleshooting.
  • Customer interaction tracking: Have your agent log new interactions, fetch historical communication, and surface recent touchpoints for a full view of customer engagement.
  • Omnichannel support automation: Enable your agent to route cases, escalate issues, and manage service requests across chat, email, phone, and social channels all from one place.
  • Service workflow automation: Direct your agent to trigger macros, update case statuses, or launch automated actions to streamline repetitive tasks and boost support team productivity.

Use Salesforce service cloud from Atomic Agent

With your account connected, ask Atomic Agent to work with Salesforce service cloud in natural language. You can connect more apps through the same Composio integration as you need them.

Visit the Atomic Agent website or inspect the Atomic Agent source code.

Troubleshooting

Why is my API key rejected?

Copy the key directly from the Composio dashboard. Atomic Agent requires ASCII characters because it sends the key in an HTTP header. Remove any extra characters introduced when copying.

Why are Composio tools unavailable after saving a key?

Check that you use Atomic Agent v0.5.6 or later and that Composio is enabled in your configuration. A "composio": { "enabled": false } setting disables the integration while keeping the saved key on disk.

Does Composio have a free plan?

The Hobby plan includes 100,000 tool calls per month. Composio-managed OAuth apps have a lower included allowance. See Composio pricing for the current limits that apply to your connection.

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.

FAQ

Frequently asked questions

With a standalone Salesforce service cloud MCP server, the agents and LLMs can only access a fixed set of Salesforce service cloud tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Salesforce service cloud and many other apps based on the task at hand, all through a single MCP endpoint.

Yes, you can. Atomic Agent 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 service cloud tools.

Yes, absolutely. You can configure which Salesforce service cloud 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.

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 service cloud data and credentials are handled as safely as possible.

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