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 individual application pages.

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 relevant application page for what to collect)

Create an MCP server

Find the API in the catalog

1. Sign in to AI Gateway and select MCP Servers from the left navigation.
2. Select New MCP Server.
3. Search for the application you want to connect, then select it from the catalog.

Configure the server

1. Enter a Name for your server — something descriptive that identifies both the application and its purpose (for example, "Zendesk Support — Prod").
2. Enter a Description so your team knows what the server is for.
3. Set the Timeout value. 30 seconds works for most APIs; increase to 60 seconds for APIs that return large payloads.
4. Toggle Production mode on if this server will be used in a live workflow.
5. Select Next.

Configure authentication

Enter the authentication details for the application. This varies by service — see the Authentication section of the relevant application page for the specific credentials, OAuth URLs, and scopes to use.

Configure security

1. Set any Rate limits appropriate for your use case and the API's own limits.
2. Enable Logging if you want AI Gateway to record requests and responses for auditing.
3. Select Next.

Deploy

Review the summary, then select Deploy. AI Gateway provisions the server and provides a server URL you'll use when configuring your AI client.

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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:

• Claude Desktop
• Claude Code
• Cursor
• VS Code
• Windsurf

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.
• You can edit a server's name, description, timeout, and security settings after deployment without redeploying.

Authentication

Salesforce B2B Commerce uses OAuth 2.0 via a Connected App for API access. The authorization endpoint is https://login.salesforce.com/services/oauth2/authorize (use https://test.salesforce.com for sandboxes), and the token endpoint is https://login.salesforce.com/services/oauth2/token. Your Connected App provides Client ID and Client Secret. Core scopes are api (manage B2B data and operations), refresh_token (maintain persistent access), and full (for admin operations like account hierarchy management). Optional scopes extend capabilities based on your integration scope.

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.