How to connect Salesforce service cloud to Claude Cowork

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Claude Cowork logo
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Introduction

Cowork is Anthropic's AI agent for knowledge work. Think of it as Claude Code for everything else. It works autonomously with your computer, local files, and applications to accomplish complex tasks.

This guide walks you through the easiest and most secure way to connect your Salesforce service cloud account to Cowork via Composio Connect, enabling it to list all open support cases for today, update case status to resolved for customer, fetch recent customer interactions for an account, and more such actions on your behalf without compromising your account security.

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Connecting Salesforce service cloud to Claude Cowork

1. Open Customize

In Claude Desktop, click Customize in the left sidebar, then select Connectors and click the + icon at the top.

Claude Desktop connectors screen with Add custom connector selected

2. Add the Composio MCP server

Click Add custom connector and paste in the Composio MCP server URL:

bash
https://connect.composio.dev/mcp
Add custom connector dialog with Composio MCP server URL

3. Authorize in your browser

Click Connect. You'll be redirected to a browser window where you can authorize Composio to continue.

Composio authorization screen for Claude Cowork

4. Connect your Salesforce service cloud account

Back in Cowork, ask the agent to connect to Salesforce service cloud or give it any Salesforce service cloud-related task.

For example, ask Cowork to:

  • "List all open support cases for today"
  • "Update case status to resolved for customer"
  • "Fetch recent customer interactions for an account"

It will prompt you to authenticate and authorize access.

That's it. Composio's tools are now available in Cowork, and your Salesforce service cloud account is ready to use.

What is Claude Cowork?

Claude Cowork is Anthropic's agent for general knowledge work. It can use your computer, files, and connected applications to complete longer-running tasks across your work tools.

With Composio Connect, Cowork can securely access apps like Salesforce service cloud through MCP without you sharing account credentials directly with the agent.

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.

Supported Tools & Triggers

Tools
No tools available

Available tools and triggers

After setup, the supported Salesforce service cloud tools and triggers listed on this page are available to Cowork through Composio Connect.

You can now ask Cowork to handle Salesforce service cloud workflows in natural language, from quick summaries and drafting tasks to more complex multi-step work across connected apps.

How to build Salesforce service cloud MCP Agent with another framework

FAQ

What are the differences in Tool Router MCP and Salesforce service cloud MCP?

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.

Can I use Tool Router MCP with Claude Cowork?

Yes, you can. Claude Cowork 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.

Can I manage the permissions and scopes for Salesforce service cloud while using Tool Router?

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.

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

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