# How to integrate Salesforce service cloud MCP with Codex

```json
{
  "title": "How to integrate Salesforce service cloud MCP with Codex",
  "toolkit": "Salesforce service cloud",
  "toolkit_slug": "salesforce_service_cloud",
  "framework": "Codex",
  "framework_slug": "codex",
  "url": "https://composio.dev/toolkits/salesforce_service_cloud/framework/codex",
  "markdown_url": "https://composio.dev/toolkits/salesforce_service_cloud/framework/codex.md",
  "updated_at": "2026-05-12T10:24:36.668Z"
}
```

## Introduction

Codex is one of the most popular coding harnesses out there. And MCP makes the experience even better. With Salesforce service cloud MCP integration, you can draft, triage, summarise emails, and much more, all without leaving the terminal or the app, whichever you prefer.

## Also integrate 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)
- [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)

## TL;DR

### 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 1000+ other Apps for cross-app workflows. It loads the tools you need, so GPTs aren't overwhelmed by tools you don't need.

## Connect Salesforce service cloud to Codex

### 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.

```bash
codex mcp add composio --url https://connect.composio.dev/mcp
```

## 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

| 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.

## Creating MCP Server - Stand-alone vs Composio SDK

The Salesforce service cloud MCP server provides comprehensive access to Salesforce service cloud operations through Composio. Once connected, you can perform all major Salesforce service cloud actions directly from Codex using natural language commands.

## Complete Code

None listed.

## Conclusion

### 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 1000+ 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

## How to build Salesforce service cloud MCP Agent with another framework

- [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)
- [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)

## Related Toolkits

- [Hubspot](https://composio.dev/toolkits/hubspot) - HubSpot is an all-in-one marketing, sales, and customer service platform. It lets teams nurture leads, automate outreach, and track every customer interaction in one place.
- [Pipedrive](https://composio.dev/toolkits/pipedrive) - Pipedrive is a sales management platform offering pipeline visualization, lead tracking, and workflow automation. It helps sales teams keep deals moving forward efficiently and never miss a follow-up.
- [Salesforce](https://composio.dev/toolkits/salesforce) - Salesforce is a leading CRM platform that helps businesses manage sales, service, and marketing. It centralizes customer data, enabling teams to drive growth and build strong relationships.
- [Apollo](https://composio.dev/toolkits/apollo) - Apollo is a CRM and lead generation platform that helps businesses discover contacts and manage sales pipelines. Use it to streamline customer outreach and track your deals from one place.
- [Attio](https://composio.dev/toolkits/attio) - Attio is a customizable CRM and workspace for managing your team's relationships and workflows. It helps teams organize contacts, automate tasks, and collaborate more efficiently.
- [Acculynx](https://composio.dev/toolkits/acculynx) - AccuLynx is a cloud-based roofing business management software for contractors. It streamlines project tracking, lead management, and document sharing.
- [Addressfinder](https://composio.dev/toolkits/addressfinder) - Addressfinder is a data quality platform for verifying addresses, emails, and phone numbers. It helps you ensure accurate customer and contact data every time.
- [Affinity](https://composio.dev/toolkits/affinity) - Affinity is a relationship intelligence CRM that helps private capital investors find, manage, and close more deals. It streamlines deal flow and surfaces key connections to help you win opportunities.
- [Agencyzoom](https://composio.dev/toolkits/agencyzoom) - AgencyZoom is a sales and performance platform built for P&C insurance agencies. It helps agents boost sales, retain clients, and analyze producer results in one place.
- [Bettercontact](https://composio.dev/toolkits/bettercontact) - Bettercontact is a smart contact enrichment tool for finding emails and phone numbers. It helps boost lead generation with automated, waterfall search across multiple sources.
- [Blackbaud](https://composio.dev/toolkits/blackbaud) - Blackbaud provides cloud-based software for nonprofits, schools, and healthcare institutions. It streamlines fundraising, donor management, and mission-driven operations.
- [Brilliant directories](https://composio.dev/toolkits/brilliant_directories) - Brilliant Directories is an all-in-one platform for building and managing online membership communities and business directories. It streamlines listings, member management, and engagement tools into a single, easy interface.
- [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.
- [Clientary](https://composio.dev/toolkits/clientary) - Clientary is a platform for managing clients, invoices, projects, proposals, and more. It streamlines client work and saves you serious admin time.
- [Close](https://composio.dev/toolkits/close) - Close is a CRM platform built for sales teams, combining calling, email automation, and predictive dialers. It streamlines sales workflows and boosts productivity with all-in-one communication tools.
- [Dropcontact](https://composio.dev/toolkits/dropcontact) - Dropcontact is a B2B email finder and data enrichment service for professionals. It delivers verified email addresses and enriches contact info with up-to-date data.
- [Dynamics365](https://composio.dev/toolkits/dynamics365) - Dynamics 365 is Microsoft's platform combining CRM, ERP, and productivity apps. It streamlines sales, marketing, service, and operations in one place.
- [Espocrm](https://composio.dev/toolkits/espocrm) - EspoCRM is an open-source web application for managing customer relationships. It helps businesses organize contacts, track leads, and streamline their sales process.
- [Fireberry](https://composio.dev/toolkits/fireberry) - Fireberry is a CRM platform that streamlines customer and sales management. It helps businesses organize contacts, automate sales, and integrate with other business tools.

## Frequently Asked Questions

### 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 Codex?

Yes, you can. Codex 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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