How to connect Salesforce service cloud to Claude

Claude is Anthropic's AI assistant, available on the web, in the desktop app, and on mobile. Cowork is its agent for knowledge work, and it runs on all of those surfaces too. Connected to your apps, Claude can work with your files and services to accomplish complex tasks on your behalf.

This guide walks you through the easiest and most secure way to connect your Salesforce service cloud account to Claude 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.

Setup is the same on Claude Web, Desktop, and Cowork, and you only need to do it once. The connector is tied to your account, so it's available in all three.

Connecting Salesforce service cloud to Claude Web, Desktop, and Cowork

Two ways to add the Composio connector. Pick whichever you prefer.

1. Add with one click

Click the button. Claude opens with the Composio connector filled in. Click Add, then go to step 2.

Add to Claude

Add manually

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

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

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.