Does Claude support the Salesforce MCP server?

Yes. Claude connects to the Salesforce MCP server through its connector settings, pointed at your Metorial URL. You need any Claude plan; Free plans allow one custom connector.

Do I need an API key to connect Salesforce to Claude?

No. You sign in to Salesforce once through Metorial, and Claude uses that connection. No API keys go into Claude's settings.

Which Salesforce tools can Claude use?

All 14 Salesforce tools your team allows, such as Describe Object, Upsert Record, Manage Bulk Job. Admins can narrow that list per team.

Can I control which teammates use Salesforce in Claude?

Yes. Role-based access control decides who can use Salesforce and which of its tools appear in Claude, and every call is logged with the person's identity.

What if Claude doesn't show Salesforce tools?

On Team and Enterprise plans an Owner adds custom connectors in Organization settings, then Connectors. Members then connect it with their own account.

Connect Salesforce to Claude (MCP setup guide)

Ask Claude to use the describe object tool in Salesforce
Ask Claude to use the upsert record tool in Salesforce
Ask Claude to use the manage bulk job tool in Salesforce
Ask Claude to use the run report tool in Salesforce
Ask Claude to use the composite request tool in Salesforce

1. Enable Salesforce in Metorial
In your Metorial portal, enable the Salesforce MCP server and sign in with the account that owns the data. Access stays governed by your team policies.
2. Add a custom connector
Open Customize, then Connectors. Select Add, then Custom, then Web.
3. Paste your Metorial MCP URL
Name it Metorial, paste your Magic MCP URL (<your-magic-mcp-url>) and continue.
4. Sign in
Select Add and sign in to load Salesforce tools.

Once Salesforce is enabled in Metorial, teammates sign in with SSO and get the same connection in Claude, with only the tools their role allows.

One link covers every app you approve. See how the MCP gateway handles access, roles and audit logs for the whole company.

Describe Object: Retrieve metadata about a Salesforce object type, including its fields, relationships, record types, and supported operations.
Upsert Record: Insert or update (upsert) a Salesforce record using an external ID field.
Manage Bulk Job: Create, monitor, and manage Salesforce Bulk API 2.0 jobs for processing large data volumes.
Run Report: Run an existing Salesforce report and retrieve its results, or list available reports.
Composite Request: Execute multiple API subrequests in a single call using the Salesforce Composite API.
Search Records: Perform a full-text search across multiple Salesforce objects using SOSL (Salesforce Object Search Language).
Manage Chatter: Interact with Salesforce Chatter feeds.
Update Record: Update an existing Salesforce record.
Get Record: Retrieve a single Salesforce record by its ID and object type.
Get Org Limits: Retrieve the current API usage limits and remaining allocations for the Salesforce org.
Query Records: Execute a SOQL (Salesforce Object Query Language) query to retrieve records.
Delete Record: Delete a Salesforce record by its ID and object type.
Create Record: Create a new record in Salesforce for any standard or custom object type.
Get User Info: Retrieve information about the authenticated Salesforce user from the OAuth userinfo endpoint.

Turn Metorial on for a conversation with the + button, then Connectors; each connector has its own toggle.
Claude asks before it runs a Salesforce tool. Choose Allow always only for tools you trust to run unsupervised.
Use the Search and tools menu to switch off tools you do not need in the current conversation.
Remove the connector from Customize, then Connectors. Team and Enterprise owners can do this for the whole organization.

Members on a Team or Enterprise plan cannot add the connector: On Team and Enterprise plans an Owner adds custom connectors in Organization settings, then Connectors. Members then connect it with their own account.
The Free plan only allows one custom connector: One is enough: your Metorial URL carries every app your team approves, so you never need a second connector.
Tools do not show up in a chat: Connectors are switched on per conversation. Open the + menu in the chat, choose Connectors, and turn Metorial on.

Based on the Claude MCP documentation.

Frequently asked questions

Common questions about connecting Salesforce to AI agents with Metorial.

Does Claude support the Salesforce MCP server?
Yes. Claude connects to the Salesforce MCP server through its connector settings, pointed at your Metorial URL. You need any Claude plan; Free plans allow one custom connector.
Do I need an API key to connect Salesforce to Claude?
No. You sign in to Salesforce once through Metorial, and Claude uses that connection. No API keys go into Claude's settings.
Which Salesforce tools can Claude use?
All 14 Salesforce tools your team allows, such as Describe Object, Upsert Record, Manage Bulk Job. Admins can narrow that list per team.
Can I control which teammates use Salesforce in Claude?
Yes. Role-based access control decides who can use Salesforce and which of its tools appear in Claude, and every call is logged with the person's identity.
What if Claude doesn't show Salesforce tools?
On Team and Enterprise plans an Owner adds custom connectors in Organization settings, then Connectors. Members then connect it with their own account.