Connect Claude to Salesforce with MCP
Claude reads Salesforce as the person using it, through Salesforce’s hosted MCP servers, and takes only the actions you approve.
Both waysSalesforce and Claude (MCP)
What moves between them
- Into SalesforceApproved changes made through custom MCP tools, such as creating a report in a set folder, each one logged.
- Out of SalesforceRecords and search results, read through each person’s own Salesforce permissions.
How we build it
- An External Client App with the MCP scopeAdmin pre-authorised, refresh tokens on, and a permission set deciding who may connect.
- Read-only firstThe standard read server answers questions without any write tool.
- Narrow custom servers for actionsEach approved action is its own tool that respects the running user’s access.
- Records fixed before agents read themDuplicates and conflicting fields resolved first, because an agent repeats bad data confidently.
What goes wrong, and the fix
Problems we have found and fixed in production.
- Claude says it needs edit accessIt is connected to a read-only server and has no write tool. Profile changes do nothing.
- “Couldn’t register with the sign-in service”Salesforce hosted MCP does not support dynamic client registration. Enter the app’s consumer key as the connector’s OAuth client ID.
- Authorization fails for one personThey are missing the permission set that grants the app.
Guides
- Connecting Claude to Salesforce through MCPSalesforce hosts MCP servers that let Claude query your org as the person using it. Setup takes an afternoon. Most questions afterwards come from four misunderstandings, all fixable.
- Agentforce readiness: what to fix before your first agentAn agent answers from your records. If the records disagree, it gives a confident wrong answer faster than a person would. These are the checks we run before any agent goes live, whether it is Agentforce inside Salesforce or Claude connected through MCP.
Questions
Can Claude see records a user cannot?
No. Each person signs in as themselves, so Claude sees what they see.
Is this Agentforce?
No. Agentforce runs inside Salesforce. MCP connects outside assistants such as Claude. Many companies use both, and both need the same clean records.
Other Salesforce integrations
- Salesforce and SnowflakeWarehouse metrics on every Salesforce account, Salesforce data in the warehouse for reporting, and one definition both sides agree on.
- Salesforce and DocuSignAgreements go out from the deal with the right template and signers, and signed terms, dates and signers come back onto it every time.
- Salesforce and Adobe Commerce (Magento)Customers, orders and catalogue kept in step between Salesforce and the storefront, with one ID both sides trust and a switch in front of every write.
- Salesforce and commercetoolsA move to commercetools without splitting customers in two: the same account IDs on the new platform, orders from both platforms counted once, and the old platform retired in planned steps.
- Salesforce and Microsoft Dynamics 365Closed deals become billing records in Dynamics 365 with the right product codes and dates, and billing status comes back to the account.
- Salesforce and Apollo.ioProspects and enrichment from Apollo.io without blanked fields, wrong owners or “new” leads that are already customers.
Talk to us about Salesforce and Claude (MCP).
Tell us which systems are involved and what is going wrong. We reply within one business day, and new engagements begin in January 2027.
hello@feldtgroup.com