- Claude connects to Salesforce through any Salesforce MCP server using the Connectors feature, in Claude Desktop, Claude Web, or Claude Code.
- You’ll need Claude Desktop, Claude Web, or Claude Code, a Salesforce MCP server and its connector URL, and Salesforce System Administrator access (or a user with the permissions you want Claude to have).
- These steps work with any Salesforce MCP server. Cirra AI is used for the screenshots below and covered in detail at the end.
This page covers connecting Claude specifically. For the general process across AI clients, see the Salesforce MCP server setup guide, or read the Salesforce MCP server guide to compare the available options.
What You Need
- Claude Desktop. Claude Code and Claude Web (claude.ai) also support MCP connections, using the same underlying setup.
- A Salesforce MCP server and the connector URL it gives you.
- Salesforce System Administrator access, or a user with the specific permissions you want Claude to operate under.
Connect Claude to a Salesforce MCP Server
Claude Desktop
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Open Customize > Connectors. Anthropic's custom connectors documentation says Pro and Max users add a connector there. On a Team or Enterprise plan, an Owner or Primary Owner adds it under Organization settings > Connectors first, and each member then connects from Customize > Connectors. Anthropic's plugins article says the sidebar label Customize becomes Plugins, generally available November 9, 2026 for Free, Pro, Max, Ultra and Team, and on November 30 for Enterprise.
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On Pro and Max, click + Add, then Add custom connector. On Team and Enterprise, an owner clicks Add, then Custom, then Web.
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Enter a Name for the connector and the Server URL your Salesforce MCP server gives you. Click Continue and finish the authentication settings the documentation describes.
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Click Add, then Connect. With Cirra AI, the authorization screen lists openid, email, profile and offline_access. You already approved Salesforce access when you added the org in your Cirra AI account.
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Start a new conversation and describe a Salesforce task to confirm the connection is live.
Claude Web (claude.ai)
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Open Customize > Connectors. If the sidebar says Plugins, open that instead: Anthropic says the rename is generally available for Free, Pro, Max, Ultra and Team, and reaches Enterprise on November 30, 2026.
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On Pro and Max, click + Add, then Add custom connector. On Team and Enterprise, an owner clicks Add, then Custom, then Web.
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Enter a Name for the connector and the Server URL your Salesforce MCP server gives you. Click Continue and finish the authentication settings the documentation describes, then click Add.
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Click Connect. With Cirra AI, the authorization screen lists openid, email, profile and offline_access.
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The authorization request opens in a new browser tab (it may be hidden behind other windows). Confirm the request is yours, then click Allow Access.
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Start a new conversation and describe a Salesforce task to confirm the connection is live.
Verify the Connection
Ask Claude something specific to your org, such as “What custom objects exist in my Salesforce org?” If it returns your org’s actual custom objects, the connection is working. If it gives a generic answer about Salesforce object types in general, the connection did not initialise. Check that the connector shows as Connected and try again in a new conversation.
What Claude Can Do Once Connected
This depends entirely on which Salesforce MCP server you connect, not on Claude itself. An operational-only server lets Claude read and update records, run SOQL queries, and invoke automations you’ve already built. A server with metadata write access lets Claude also create objects and fields, build Flows, and manage permission sets, directly from conversation.
Troubleshooting
Connector shows as disconnected. Re-check the Server URL for typos, then reconnect from Customize > Connectors.
Claude gives generic answers instead of org-specific ones. This usually means the connection didn’t initialise for that conversation. Confirm the connector is marked Connected and start a fresh conversation.
Authorization fails during setup. Confirm you’re authorizing with a Salesforce user that has the permissions the connector needs, and that your org allows the OAuth flow the server uses.
Frequently Asked Questions
Does Claude support MCP natively?
Is this the same as Agentforce?
Can I connect Claude to more than one Salesforce org?
Is my Salesforce data used to train Claude?
Using Cirra AI as Your Salesforce MCP Server
Cirra AI is the Salesforce MCP server used in the screenshots above. Unlike Salesforce’s own hosted MCP server, the Cirra AI Salesforce Admin MCP Server writes to the metadata layer directly in conversation: creating objects and fields, building Flows, and managing permission sets and page layouts.
Governance is built into every connection: granular, category-level access controls (Metadata, User Data, Personal Setup Data, Business Data, each set to None, Read Only, or Read and Write), with actions logged in an exportable audit trail. A multi-team hierarchy also lets consulting partners and BizOps teams manage more than one connected Salesforce org from a single place, rather than one connection per org.