How to integrate Salesforce service cloud MCP with Codex

Connect Codex 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.

22 Tools

Introduction

Codex is one of the most popular coding harnesses out there. And MCP makes the experience even better. With the Salesforce service cloud MCP integration, Codex can manage case records, run SOQL queries, read live chat messages, send composite requests, and list Einstein bots, all without leaving the terminal or the app, whichever you prefer.

Also integrate Salesforce service cloud with

Why use Composio?

Apart from a managed and hosted MCP server, you will get:

  • CodeAct: A dedicated workbench that allows GPT to write its code to handle complex tool chaining. Reduces to-and-fro with LLMs for frequent tool calling.
  • Large tool responses: Handle them to minimise context rot.
  • Dynamic just-in-time access to 20,000 tools across 1700+ other Apps for cross-app workflows. It loads the tools you need, so GPTs aren't overwhelmed by tools you don't need.

How to install Salesforce service cloud MCP in Codex

Run the setup command

Run this command in your terminal to add the Composio MCP server to Codex.

Terminal

It will initiate the authentication in a browser window, authorize Codex to access your Composio account.

Composio authentication page

(Optional) Authenticate with OAuth

To authenticate manually, run the login command to open a browser window and authorize Codex to access your Composio account.

bash
codex mcp login composio

Verify the connection

Run codex mcp list to confirm Composio appears as a registered MCP server.

bash
codex mcp list

Codex App

Codex App follows the same approach as VS Code.

  1. Click ⚙️ on the bottom left → MCP Servers → + Add servers → Streamable HTTP:
  2. Fill the header and Key fields with { "x-consumer-api-key" = "ck_*******" }.
  3. The Key is the Composio API key, that you can find on dashboard.composio.dev
  4. Click on Authenticate and authorize Codex to your Composio account and you're all set.
Codex App MCP setup
  1. Restart and verify if it's there in .codex/config.toml
bash
[mcp_servers.composio]
url = "https://connect.composio.dev/mcp"
http_headers = { "x-consumer-api-key" = "ck_*******" }

Try it

Ask Codex for a Salesforce service cloud task. The first time, Composio asks you to connect your Salesforce service cloud account.

For example, ask it to:

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

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 send custom events during active Live Agent chat sessions all from one place.
  • Service workflow automation: Direct your agent to retrieve case details, update case statuses, or execute SOQL queries to streamline repetitive tasks and boost support team productivity.

Conclusion

You've successfully integrated Salesforce service cloud with Codex using Composio's MCP server. Now you can interact with Salesforce service cloud directly from your terminal, VS Code, or the Codex App using natural language commands.

Key benefits of this setup:

  • Seamless integration across CLI, VS Code, and standalone app
  • Natural language commands for Salesforce service cloud operations
  • Managed authentication through Composio
  • Access to 20,000+ tools across 1700+ apps for cross-app workflows
  • CodeAct workbench for complex tool chaining

Next steps:

  • Try asking Codex to perform various Salesforce service cloud operations
  • Explore cross-app workflows by connecting more toolkits
  • Build automation scripts that leverage Codex's AI capabilities
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

Retrieve the highest-numbered Salesforce REST API version available from the instance's versions list, along with its root URL.

List Einstein Bots

List Einstein Bot definitions using the Salesforce Tooling API, returning IDs, labels, developer names and language settings from the first result page.

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

Reconnect a Live Agent chat session after its affinity token changes, using the session key and affinity token.

Resync Chasitor State

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

Retrieve Salesforce Username

Queries Salesforce for a username using the user ID in connection metadata when available.

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

Trigger sensitive data rules for a Live Agent chat visitor after sensitive content is detected, to support masking or handling.

FAQ

Frequently asked questions

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