How to connect Salesforce to Claude Code

1. 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. 2. Add the server over HTTP

   Add --scope user to use it in every project.

   Copy

   claude mcp add --transport http metorial <your-magic-mcp-url>

3. 3. Sign in

   Run /mcp, select Metorial and sign in to load Salesforce tools.

• 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.

• Salesforce tools appear as mcp__metorial__<tool>. Use that name in permission rules to allow or deny a tool.
• Run /mcp to see whether Metorial is connected and to sign in again.
• Claude Code warns when a tool result passes 10,000 tokens and caps it at 25,000 by default. Raise the cap with MAX_MCP_OUTPUT_TOKENS.
• Pre-approve trusted Salesforce tools with allow rules in your settings so Claude Code stops asking each time.

claude mcp list shows "Needs authentication"

Run /mcp, select Metorial, and sign in. If sign-in keeps failing, choose Clear authentication in the same menu and sign in again.

A teammate sees "Pending approval"

Servers shared through a project .mcp.json need approval. Run claude in the project and approve Metorial when asked.

Large tool results are cut off

Claude Code limits MCP tool output to 25,000 tokens by default. Raise it with the MAX_MCP_OUTPUT_TOKENS environment variable.

Based on the Claude Code MCP documentation.