Salesforce now offers Hosted MCP Servers (generally available) that let external AI agents like Claude Desktop and Claude Code interact with Salesforce data and business logic without logging into Lightning Experience. The post walks through a three-step setup: activating hosted MCP servers in Salesforce Setup, creating an External Client App with OAuth 2.0 and PKCE, and configuring Claude Code or Desktop to connect. Both standard servers (covering Salesforce Platform, Data 360, Tableau, MuleSoft, Slack) and custom servers (built from Apex Actions, Flows, Apex REST, AuraEnabled methods, or Named Query APIs) are supported. Practical examples include querying daily booking reports and mass-cancelling bookings via a custom flow-backed MCP tool, all through natural language prompts in Claude.
Table of contents
What are Salesforce Hosted MCP Servers?Configure Claude to work with Salesforce Hosted MCP ServersSome practical examples of Claude working with Salesforce Hosted MCP ServersConclusionResourcesAbout the AuthorSort: