How to integrate Salesforce service cloud MCP with Hermes

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Introduction

Hermes is a 24/7 autonomous agent that lives on your computer or server — it remembers what it learns and evolves as your usage grows.

This guide explains the easiest and most robust way to connect your Salesforce service cloud account to Hermes. You can do this through either Composio Connect CLI or Composio Connect MCP. For personal use we recommend the CLI, but you won't go wrong with MCP either.

Also integrate Salesforce service cloud with

What is Composio Connect?

Composio Connect is a consumer offering that lets anyone plug 1,000+ applications directly into their agent harness — including Hermes. It can:

  • Search and load tools from relevant toolkits on-demand, reducing context usage.
  • Chain multiple tools to accomplish complex workflows via a remote workbench, without excessive back-and-forth with the LLM.
  • Manage app authentication end-to-end with zero manual overhead.

Integrating Salesforce service cloud with Hermes

Using Composio Connect CLI

1. Install the Composio CLI

Run the install script directly, or paste https://composio.dev/hermes into your Hermes chat box to have it installed for you.

bash
curl -fsSL https://composio.dev/install | bash
Hermes authenticating with Composio

2. Authenticate

Once the CLI is installed, ask Hermes to authenticate with Composio.

3. Connect to Salesforce service cloud

Ask your agent to connect to Salesforce service cloud, or simply request any Salesforce service cloud-related task. Hermes will prompt you to authenticate and authorize access.

4. Done. You're all set with a new Salesforce service cloud connection.

Using Composio Connect MCP

1. Get your MCP URL and API Key

Go to dashboard.composio.dev and copy your Connect MCP URL and API key.

Copy MCP URL and API key from Composio dashboard

2. Open the Hermes config file

bash
nano ~/.hermes/config.yaml

3. Add the Composio Connect MCP server

bash
mcp_servers:
  composio:
    url: "https://connect.composio.dev/mcp"
    headers:
      x-consumer-api-key: "YOUR_COMPOSIO_API_KEY"
    connect_timeout: 60
    timeout: 180

Save with Ctrl + O, Enter, then exit with Ctrl + X.

4. Restart your Hermes agent

Once restarted, ask your agent to connect to Salesforce service cloud or request any Salesforce service cloud-related task. It will prompt you to authenticate and authorize access.

5. Done!

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
Chasitor Sneak PeekSend real-time typing indicator (sneak peek) to Live Agent during active chat session.
Composite BatchTool to execute multiple independent REST subrequests in one batch call.
Composite RequestExecute up to 25 dependent Salesforce REST subrequests in a single API call.
Composite SObject TreeCreate one or more nested sObject record trees in a single API call.
Create Case RecordTool to create or upsert a Salesforce Case record.
Delete Case RecordTool to delete a Salesforce Case record.
Describe SObjectTool to retrieve metadata of any sObject.
Generate Request IDGenerate a UUIDv4 string to use as an Idempotency-Key header in Salesforce User Interface API requests.
Generate Signed JWT AssertionTool to generate a signed JWT assertion for Salesforce JWT bearer OAuth flow.
Get Case RecordRetrieve a Salesforce Case record by its ID.
Get Chat MessagesTool to long-poll for chat messages/events.
Get Live Agent API VersionTool to retrieve current Live Agent API version.
List Einstein BotsLists all Einstein Bot definitions in the Salesforce organization.
Query All SOQLTool to execute a SOQL query including deleted and archived records.
Query SOQLTool to execute a SOQL query.
Reconnect Chat SessionTool to reconnect a Live Agent chat session after the affinity token changes.
Resync Chasitor StateResynchronizes the chat visitor's state after a session reconnection.
Retrieve Connected App Private KeyTool to retrieve RSA private key PEM for a Salesforce Connected App.
Retrieve Salesforce UsernameTool to retrieve the Salesforce username.
Send Custom EventSend a custom event from a chat visitor to a Live Agent during an active chat session.
Set BreadcrumbTool to set a breadcrumb URL for the visitor's current page.
Upload File to S3Tool to upload a file to managed S3 storage.
Visitor Sensitive Data Rule TriggeredTool to trigger sensitive data rules for the chat visitor.

Way Forward

With Salesforce service cloud connected, Hermes can now act on your behalf whenever it detects a relevant task or you ask it to.

From here, you can extend Hermes further:

  • Connect more apps: Calendar, Slack, Notion, Linear, and hundreds of others are available through the same Composio Connect setup. Each new integration compounds what Hermes can do for you.
  • Build workflows across tools: Once multiple apps are connected, Hermes can chain actions together — turn an email into a calendar invite, a Slack message into a Linear ticket, or a meeting note into a follow-up draft.
  • Let it learn your patterns: The more you use Hermes, the better it gets at anticipating how you'd handle recurring tasks. Give it feedback on drafts and decisions, and it will adapt.

If you run into trouble or want to share what you've built, join the community or check out the Docs for deeper configuration options.

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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 Hermes?

Yes, you can. Hermes 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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glean
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Entelligence
Rolai

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