Salesforce Commerce Cloud B2B MCP Server

Create a powerful Model Context Protocol (MCP) server for Salesforce Commerce Cloud B2B in minutes with our AI Gateway. This guide walks you through setting up seamless B2B commerce integration with enterprise-grade security and instant OAuth authentication.

About Salesforce Commerce Cloud B2B API

Salesforce B2B Commerce is a powerful platform for business-to-business digital commerce, enabling companies to deliver personalized buying experiences. The B2B Commerce API provides comprehensive access to:

• Account Management: Buyer accounts, account groups, and hierarchies
• Product Catalog: B2B-specific product features, categories, and variations
• Pricing Management: Contract pricing, volume discounts, and price books
• Cart & Checkout: B2B cart management, quote requests, and approval workflows
• Order Management: Order processing, tracking, and history
• Inventory & Fulfillment: Real-time inventory and delivery scheduling
• Payment Processing: Terms, credit limits, and payment methods
• Search & Navigation: Faceted search and B2B-specific filters

Key Features

• REST API: Comprehensive RESTful interface
• Salesforce Platform: Built on trusted Salesforce infrastructure
• Multi-Org Support: Manage multiple business units
• CPQ Integration: Connect with Configure, Price, Quote
• Account Hierarchies: Complex B2B relationships
• Approval Workflows: Multi-step approval processes
• Contract Management: Negotiated terms and pricing
• Bulk Operations: Handle large B2B transactions

What You Can Do with Salesforce Commerce Cloud B2B MCP Server

The MCP server transforms Salesforce B2B Commerce API into a natural language interface, enabling AI agents to:

Account & Buyer Management

• Account Operations

  • "Create a new buyer account for Acme Corporation"
  • "Set up account hierarchy for parent and subsidiary companies"
  • "Update credit limits for enterprise accounts"
  • "Manage buyer groups and permissions"

• User Management

  • "Add purchasing managers to the buyer account"
  • "Set approval limits for different user roles"
  • "Create buyer admin users with specific permissions"
  • "Deactivate users who left the company"

• Account Intelligence

  • "Show accounts nearing credit limits"
  • "Find inactive accounts from last quarter"
  • "List accounts with pending approvals"
  • "Analyze purchasing patterns by account"

Product & Catalog Management

• Product Operations

  • "Add bulk pricing tiers for industrial supplies"
  • "Set minimum order quantities for wholesale items"
  • "Create product bundles for solution selling"
  • "Update lead times for made-to-order products"

• Category Management

  • "Organize products by industry vertical"
  • "Create private catalogs for specific accounts"
  • "Set up category-specific approval rules"
  • "Hide products from certain buyer groups"

• Search Enhancement

  • "Configure facets for technical specifications"
  • "Set up synonym groups for industry terms"
  • "Boost products in search results"
  • "Create saved searches for buyers"

Pricing & Contract Management

• Price Management

  • "Apply contract pricing for enterprise account"
  • "Set volume discount tiers for bulk orders"
  • "Create promotional pricing with date ranges"
  • "Override list prices for negotiated deals"

• Contract Operations

  • "Create new pricing agreement for 2-year term"
  • "Update contract terms and conditions"
  • "Set contract-specific product availability"
  • "Track contract utilization and compliance"

• Quote Management

  • "Generate quote for complex configuration"
  • "Apply special discounts to quote items"
  • "Route quote for multi-level approval"
  • "Convert approved quote to order"

Cart & Order Management

• Cart Operations

  • "Add items to cart with specific delivery dates"
  • "Split cart items across multiple ship-to addresses"
  • "Apply account-specific payment terms"
  • "Calculate taxes and shipping for B2B rules"

• Order Processing

  • "Submit order for approval workflow"
  • "Track order through fulfillment stages"
  • "Handle partial shipments and backorders"
  • "Process return merchandise authorizations"

• Reorder & Templates

  • "Create order template from previous purchase"
  • "Set up recurring orders for consumables"
  • "Enable quick reorder from order history"
  • "Bulk upload orders via CSV"

Analytics & Reporting

• Sales Analytics

  • "Show top performing products by revenue"
  • "Analyze order patterns by account segment"
  • "Track quote-to-order conversion rates"
  • "Monitor average order values over time"

• Account Insights

  • "Generate account purchasing history report"
  • "Show products frequently bought together"
  • "Identify cross-sell opportunities"
  • "Track account growth year-over-year"

• Inventory Analytics

  • "Monitor stock levels for high-velocity items"
  • "Predict inventory needs based on trends"
  • "Alert on low stock for contracted items"
  • "Analyze fulfillment performance"

Integration & Automation

• ERP Integration

  • "Sync products from ERP catalog"
  • "Update inventory levels in real-time"
  • "Push orders to fulfillment system"
  • "Synchronize customer master data"

• Workflow Automation

  • "Auto-approve orders under threshold"
  • "Route large orders for credit check"
  • "Trigger notifications for order milestones"
  • "Escalate stalled approvals"

• Data Management

  • "Import product data from spreadsheets"
  • "Export order data for analysis"
  • "Bulk update product attributes"
  • "Archive historical transaction data"

Prerequisites

• Access to Cequence AI Gateway
• Salesforce org with B2B Commerce Cloud
• System Administrator or B2B Commerce Administrator access
• Connected App configuration capabilities

Step 1: Create Salesforce Connected App

Before setting up the MCP server, you need to create a Connected App in Salesforce.

1.1 Access Salesforce Setup

1. Log in to your Salesforce org
2. Navigate to Setup (gear icon Setup)
3. In Quick Find, search for "App Manager"
4. Click App Manager

1.2 Create New Connected App

1. Click New Connected App

2. Fill in Basic Information:

   • Connected App Name: "AI Gateway B2B Commerce MCP"
   • API Name: Auto-populated
   • Contact Email: Your admin email

3. Enable OAuth Settings:

   • Check Enable OAuth Settings
   • Callback URL:

     https://auth.aigateway.cequence.ai/v1/outbound/oauth/callback

1.3 Configure OAuth Scopes

Select the following OAuth scopes:

• Access and manage your data (api)
• Perform requests on your behalf at any time (refresh_token, offline_access)
• Access your basic information (id, profile, email, address, phone)
• Full access (full) - if needed for admin operations

1.4 Configure Additional Settings

1. IP Relaxation: Set to "Relax IP restrictions" for initial testing
2. Refresh Token Policy: Set based on security requirements
3. Save the Connected App

1.5 Retrieve OAuth Credentials

After saving:

1. Click Manage Edit Policies
2. Note the Consumer Key (Client ID)
3. Click Manage Consumer Details
4. Verify your identity to view Consumer Secret
5. Copy both values securely

Step 2: Access AI Gateway Apps

1. Log in to your Cequence AI Gateway dashboard
2. Navigate to Apps in the left sidebar
3. You'll see the list of available third-party applications

Step 3: Find and Select Salesforce Commerce Cloud B2B API

1. In the Apps section, browse through the Third-party category
2. Look for Salesforce Commerce Cloud B2B or use the search function
3. Click on the Salesforce Commerce Cloud B2B API card to view details

The API card shows:

• Number of available endpoints
• Integration capabilities
• Quick description of functionality

Step 4: Create MCP Server

1. Click the Create MCP Server button on the API card
2. You'll be redirected to the MCP Server creation wizard

Step 5: Configure API Endpoints

In the App Configuration step:

1. Base URL: Enter your Salesforce instance URL

   • Format: https://{instance}.salesforce.com
   • Example: https://na139.salesforce.com
   • Or use your My Domain: https://mycompany.my.salesforce.com

2. Select API endpoints to expose to your MCP server

3. Click Next to proceed

Step 6: MCP Server Basic Setup

Configure your MCP server details:

1. MCP Server Name: Enter a descriptive name

   • Example: "Salesforce B2B Commerce Hub"
   • This name will identify your server in the dashboard

2. Description (Optional): Add details about the server's purpose

   • Example: "B2B commerce operations and buyer management"

3. Production Mode: Toggle based on your needs

   • ON for production environments
   • OFF for development/testing

4. Click Next to continue

Step 7: Configure Authentication

This is where you'll use your Connected App credentials:

1. Authentication Type: Select OAuth 2.0

2. Fill in the OAuth configuration:

   • Authorization URL:

     https://login.salesforce.com/services/oauth2/authorize

     (Use test.salesforce.com for sandboxes)

   • Token URL:

     https://login.salesforce.com/services/oauth2/token

   • Client ID: Paste Consumer Key from Connected App

   • Client Secret: Paste Consumer Secret from Connected App

   • Redirect URI:

     https://auth.aigateway.cequence.ai/v1/outbound/oauth/callback

3. Scopes: Select from available scopes (see next section)

Available Salesforce Commerce Cloud B2B OAuth Scopes

Configure the appropriate scopes based on your application needs:

Core Scopes

• api

  • Access and manage Salesforce data
  • Required for most B2B Commerce operations
  • Read and write access to objects
  • Execute SOQL and SOSL queries

• full

  • Full access to all data accessible by logged-in user
  • Includes all other scopes except refresh_token
  • Use carefully in production
  • Required for some admin operations

• refresh_token

  • Perform requests on behalf of user when offline
  • Maintain persistent access
  • Required for background operations
  • Essential for automated workflows

Recommended Scope Combinations

For Standard B2B Operations:

api
refresh_token

For Full Administrative Access:

api
full
refresh_token

Step 8: Configure Security

Set up API protection features:

1. API Protection: Toggle ON to enable

   • Protects against bot attacks, DDoS, and threats
   • Monitors for suspicious activity
   • Rate limiting and anomaly detection

2. Protection Features (when enabled):

   • Auto-scaling protection
   • Managed infrastructure
   • Built-in monitoring
   • Zero maintenance required

3. Click Next to continue

Step 9: Choose Deployment Method

Select your deployment preference:

Option A: Deploy to Cequence Cloud (Recommended)

• Fully managed deployment
• Automatic scaling and monitoring
• Built-in high availability

Option B: Deploy with Helm Chart

• Self-managed Kubernetes deployment
• Full control over infrastructure
• Requires Kubernetes expertise

Click Next after selecting.

Step 10: Review and Deploy

Review your MCP server configuration:

• MCP Server Name: Your chosen name
• Base URL: Your Salesforce instance
• Selected Endpoints: Number of endpoints selected
• Authentication: OAuth 2.0 (Configured)
• API Protection: Enabled/Disabled
• Deployment: Your selected method

Click Create & Deploy to finalize the setup.

Step 11: Post-Deployment Setup

After successful deployment:

1. Note the MCP Server URL provided

2. Test the OAuth flow:

   • Click "Test Connection"
   • Log in to Salesforce when prompted
   • Authorize the application
   • Confirm successful connection

3. Configure AI Agents:

   • The MCP server is now available for AI agent connections
   • Use the provided server URL in your AI agent configuration

Using Your Salesforce Commerce Cloud B2B MCP Server

With Claude Desktop

1. Open Claude Desktop settings

2. Add your MCP server:

   {
     "servers": {
       "salesforce-b2b": {
         "url": "your-mcp-server-url",
         "auth": {
           "type": "oauth2",
           "client_id": "your-client-id"
         }
       }
     }
   }

3. Start using natural language commands:

   • "Show me all buyer accounts created this month"
   • "Update pricing for contract ACC-12345"
   • "Create a quote for Acme Corp with our standard discount"
   • "Find products with low inventory that are on active contracts"
   • "Generate a report of orders pending approval"

API Integration Example

// Initialize MCP client
const mcpClient = new MCPClient({
  serverUrl: 'your-mcp-server-url',
  auth: {
    type: 'oauth2',
    token: 'user-access-token'
  }
});

// Get web stores
const webstores = await mcpClient.salesforce.commerce.getWebstores();

// Create a cart
const cart = await mcpClient.salesforce.commerce.createCart({
  webstoreId: 'store-id',
  effectiveAccountId: 'account-id',
  currencyIsoCode: 'USD'
});

// Add items to cart
await mcpClient.salesforce.commerce.addToCart({
  cartId: cart.cartId,
  cartItems: [{
    productId: 'product-id',
    quantity: 100,
    salesPrice: 25.00
  }]
});

// Apply contract pricing
await mcpClient.salesforce.commerce.applyContractPricing({
  cartId: cart.cartId,
  contractId: 'contract-id'
});

// Submit for approval
const order = await mcpClient.salesforce.commerce.submitOrder({
  cartId: cart.cartId,
  approvalRequired: true
});

Common Use Cases

B2B Commerce Operations

• Account-based pricing management
• Complex approval workflows
• Multi-tier distributor management
• Contract and subscription handling
• Bulk order processing

Integration Scenarios

• ERP system synchronization
• CPQ integration for complex products
• Marketing automation connections
• Financial system integration
• Logistics and fulfillment

Analytics & Insights

• Account purchasing analysis
• Product performance metrics
• Sales team effectiveness
• Inventory optimization
• Customer lifetime value

Security Best Practices

1. OAuth Security:

   • Use IP restrictions in production
   • Implement session timeout policies
   • Regular token rotation
   • Monitor API usage logs

2. Data Access:

   • Apply field-level security
   • Use record-level sharing rules
   • Implement data masking for sensitive fields
   • Regular permission audits

3. API Limits:

   • Monitor API call limits
   • Implement efficient batching
   • Use selective field queries
   • Cache frequently accessed data

Troubleshooting

Common Issues

1. Invalid Session ID

   • Re-authenticate OAuth flow
   • Check session timeout settings
   • Verify IP restrictions
   • Review security policies

2. Insufficient Privileges

   • Verify user permissions
   • Check object-level access
   • Review field-level security
   • Confirm API-enabled permission

3. API Limit Exceeded

   • Check org limits in Setup
   • Implement request throttling
   • Use bulk API operations
   • Consider off-peak processing

Getting Help

• Documentation: AI Gateway Docs
• Support: support@cequence.ai
• Community: AI Gateway Forum
• Salesforce Docs: B2B Commerce Developer Guide

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