Salesforce Commerce Cloud B2B MCP server
An AI agent connected to Salesforce Commerce Cloud B2B can manage the complete B2B buying experience—creating buyer accounts and hierarchies, managing contract pricing, processing complex orders with approval workflows, and synchronizing inventory with ERP systems. Procurement teams, account managers, and commerce operations professionals use this integration to streamline order management and enable self-service buying for enterprise customers.
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 B2B Commerce uses OAuth 2.0 through a Connected App for API access. Your Connected App provides Client ID and Client Secret. 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, full |
Available tools
The MCP server provides account management, product catalog and pricing, cart and order processing, and integration capabilities for B2B commerce operations.
Account & buyer management
| Tool | Description |
|---|---|
| createBuyerAccount | Create buyer account with parent-subsidiary relationships |
| updateBuyerAccount | Update account credit limits, payment terms, and status |
| getBuyerAccount | Retrieve account hierarchy and buyer group assignments |
| addBuyerUser | Add purchasing managers or approvers to account |
| updateBuyerUser | Modify user roles, approval limits, and permissions |
| deactivateBuyerUser | Remove user access while maintaining order history |
Products, pricing & contracts
| Tool | Description |
|---|---|
| listProducts | Retrieve B2B product catalog with MOQ and lead times |
| getPricing | Get contract pricing, volume discounts, and tiered rates |
| createContract | Set up negotiated pricing agreement with date range |
| updateContractTerms | Modify contract pricing or product availability |
| createQuote | Generate quote with selected products and discounts |
| approveQuote | Route quote through multi-level approval workflow |
Cart & order management
| Tool | Description |
|---|---|
| addToCart | Add items with quantity, delivery date, and ship-to address |
| calculateTotals | Calculate taxes, shipping, and applied discounts |
| submitOrderForApproval | Route order through approval workflow by amount or category |
| createOrder | Convert approved cart to confirmed order |
| getOrderHistory | Retrieve past orders for account reorder |
| trackOrderStatus | Monitor fulfillment stages and shipment tracking |
Analytics & data management
| Tool | Description |
|---|---|
| getAccountPurchasingAnalytics | Generate account purchasing history and trends |
| identifyCrossSellOpportunities | Find products frequently bought together by segment |
| exportOrderData | Export transaction data for external reporting |
| syncInventory | Update stock levels from ERP system |
Tips
Set contract pricing at the account or account group level to ensure consistent pricing across all buyers and reduce manual quote adjustments.
Use approval workflows to enforce credit limits and large order reviews automatically. Configure escalation rules for orders exceeding thresholds.
Batch account and buyer user creation when onboarding large distributors or account hierarchies to reduce API calls and ensure consistency.
Sync inventory in real-time or on a scheduled cadence from your ERP to prevent overselling and ensure order fulfillment accuracy.
Retrieve purchasing analytics regularly to identify upsell opportunities and monitor account engagement trends over time.
Cequence AI Gateway