Salesforce Platform MCP server
An AI agent connected to Salesforce Platform can manage the complete customer lifecycle—creating and qualifying leads, updating opportunities through sales stages, executing complex SOQL queries to find accounts by criteria, and automating bulk data operations across your org. Sales operations teams, customer success managers, and system administrators use this integration to drive data consistency and eliminate manual CRM updates.
Setting up an MCP server
This article covers the standard steps for creating an MCP server in AI Gateway and connecting it to an AI client. The steps are the same for every integration — application-specific details (API credentials, OAuth endpoints, and scopes) are covered in the Authentication section on this page.
Before you begin
You'll need:
- Access to AI Gateway with permission to create MCP servers.
- API credentials for the application you're connecting (see the Authentication section on this page for what to collect).
Create an MCP server
Find the app in the catalog
- Sign in to AI Gateway and select App Catalog from the left navigation.
- Search for the application you want to connect, then select it from the catalog.
- Select Create MCP Server to start the wizard.
App Configuration
Confirm the Base URL for the API, then, under Tools, select the endpoints you want to expose. Select Next.
MCP Server Setup
- Enter a Name for your server — something descriptive that identifies both the application and its purpose.
- Enter a Description so your team knows what the server is for.
- Set the log level: choose Production Mode for terser logs, or Non-Production Mode for more verbose logs that can help with debugging.
- Select Next.
Authentication
Enter the authentication details for the application. This varies by service — see the Authentication section on this page for the specific credentials, OAuth URLs, and scopes to use.
Review
Look over the summary of your MCP server configuration, then select Create & Deploy. AI Gateway provisions the server and provides a server URL you'll use when configuring your AI client.
Connect to an AI client
Once your server is deployed, you'll need to add it to the AI client your team uses. Select your client for setup instructions:
Tips
- You can create multiple MCP servers for the same application — for example, a read-only server for reporting agents and a read-write server for automation workflows.
- If you're unsure which OAuth scopes to request, start with the minimum read-only set and add write scopes only when needed. Most application pages include scope recommendations.
Authentication
Salesforce Platform uses OAuth 2.0 through a Connected App for API access. Your Connected App provides Client ID and Client Secret credentials. Use https://test.salesforce.com for sandboxes. In Salesforce, go to Setup > App Manager and create a new Connected App with OAuth enabled to obtain your credentials.
| Value | Setting |
|---|---|
| Auth endpoint | https://login.salesforce.com/services/oauth2/authorize |
| Token endpoint | https://login.salesforce.com/services/oauth2/token |
| Scopes | api, refresh_token, id, full, custom_permissions |
Available tools
The MCP server provides comprehensive object and data management, SOQL query execution, bulk operations, and reporting capabilities for complete CRM automation.
Record operations
| Tool | Description |
|---|---|
| createRecord | Create new record for any standard or custom object |
| getRecord | Retrieve record by ID with specific field selection |
| updateRecord | Update record with partial data (upsert capability) |
| deleteRecord | Delete record by ID |
Query & retrieval
| Tool | Description |
|---|---|
| executeQuery | Run SOQL queries with filtering, relationships, and aggregates |
| executeQueryAll | Include deleted and archived records in query results |
| executeSearch | Full-text SOSL search across multiple objects |
Bulk operations
| Tool | Description |
|---|---|
| executeComposite | Execute multiple operations in single request with dependencies |
| executeBatch | Run up to 25 independent operations in parallel batch |
| createBulkJob | Process large-scale data asynchronously (INSERT, UPDATE, UPSERT, DELETE) |
Metadata & analytics
| Tool | Description |
|---|---|
| listAllObjects | Get all available standard and custom objects |
| describeObject | Retrieve metadata, field definitions, and relationships |
| listReports | Search for and list available reports |
| getReport | Execute report and retrieve data |
| getOrganizationLimits | Check API usage, storage, and org limits |
Tips
Start with api and refresh_token scopes — request full only when you need metadata operations or admin functions beyond basic CRUD.
Use field-specific SOQL queries (e.g., SELECT Name, Phone FROM Account WHERE Industry = 'Technology') rather than broad queries to reduce data transfer and improve query performance.
Batch related operations together using executeComposite or executeBatch to make efficient use of your daily API call quota, especially for high-volume updates.
Respect your org's field-level security and sharing rules automatically — the Salesforce API ensures records returned reflect what the authenticated user can access.
Store refresh tokens securely and implement token refresh logic before expiration to maintain seamless automation in long-running processes.
Cequence AI Gateway