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Create Custom Salesforce MCP Servers in API Catalog

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Create Custom Salesforce MCP Servers in API Catalog

If you have the Salesforce Hosted MCP servers feature enabled, you can create custom Salesforce MCP servers. Use API Catalog to create the server, add assets to it, and then activate it to use with Agentforce and other supported MCP clients.

Required Editions

Available in: Lightning Experience
Available in: Developer, Enterprise, Performance, and Unlimited Editions
A flowchart that shows steps for creating and managing Salesforce custom MCP servers in API Catalog.

To create a custom MCP server, use these steps.

  1. From Setup, in the Quick Find box, enter API Catalog, and then select MCP Servers.
  2. Click Create Salesforce MCP Server.
  3. Enter a unique label, name, and description.
  4. Click Create.
    After you create the server, you can edit the label and description, but not the name.

Add Salesforce MCP Server Tools That Map to APIs, Apex Actions, and Flows

In the MCP server details, add tools for the MCP server to use. You can map these tools to Apex REST, AuraEnabled, Connect REST, and Named Query APIs, as well as to Apex actions and flows.

  1. From Setup, in the Quick Find box, enter API Catalog, and then select MCP Servers.
  2. Select the Salesforce tab.
  3. Select the custom MCP server to add tools to.
  4. Make sure to deactivate the MCP server if it's active.
  5. Click Add Server Assets, and then select Add Tools.
  6. Select the list view for the items you want to add tools from.
  7. Select an item.
  8. To add or remove a tool, switch between Add Tool and Added.
  9. Click Save.

Add Salesforce MCP Server Tools That Map to Agents

You can add tools that map to your agents. You can add multiple tools based on the same agent and edit the tools to customize them. These tools make your Agentforce agents available through Salesforce-hosted MCP servers to external clients like Claude or ChatGPT.

  1. From Setup, in the Quick Find box, enter API Catalog, and then select MCP Servers.
  2. Select the Salesforce tab.
  3. Select the MCP server to add tools to.
  4. Make sure to deactivate the MCP server if it's active.
  5. Click Add Server Assets, and then select Add Tools.
  6. Select the Agentforce agents list view for the items you want to add tools from.
  7. Select an agent.
  8. Click Add as tool.
    You can add the same agent multiple times as a tool. This duplicates the tool information and gives a unique name to each occurrence.
  9. Click Save.
    After you save the tools, you can edit or remove them. Removing a tool also removes its edits.

Add Salesforce MCP Server Tools That Map to Prompt Templates

You can add tools that map to your prompt templates. These tools make your prompt templates available through Salesforce-hosted MCP servers to external clients like Claude or ChatGPT.

  1. From Setup, in the Quick Find box, enter API Catalog, and then select MCP Servers.
  2. Select the Salesforce tab.
  3. Select the custom MCP server to add tools to.
  4. Make sure to deactivate the MCP server if it's active.
  5. Click Add Server Assets, and then select Add Tools.
  6. Select the Prompts list view and then select a prompt template.
  7. To add or remove a tool, switch between Add Tool and Added.
  8. Click Save.

Add Annotations to Tools

Add annotations to your tools to give hints about their behavior. Examples of annotations you can select are Read-only, Destructive, Idempotent, and Open-world.

  1. From Setup, in the Quick Find box, enter API Catalog, and then select MCP Servers.
  2. Select the Salesforce tab.
  3. Select an MCP server and then select its Tools tab.
  4. Make sure to deactivate the MCP server if it's active.
  5. Select the annotations that you want to add to the tool.
  6. Click Save.

Add Salesforce MCP Server Prompts from Prompt Builder

In the MCP server details, you can add the prompts that you allow the MCP server to use.

  1. From Setup, in the Quick Find box, enter API Catalog, and then select MCP Servers.
  2. Select the Salesforce tab.
  3. Select the Salesforce MCP server to add prompts to.
  4. Make sure to deactivate the MCP server if it's active.
  5. Click Add Server Assets, and then select Add Prompts.
    The page shows all prompts available from Prompt Builder.
  6. Find a prompt or click Create Prompt to create a prompt in Prompt Builder. See Prompt Builder.
  7. Select a prompt.
  8. To add or remove a prompt, switch between Add Prompt and Added.

Add Salesforce MCP Server Assets from Other MCP Servers

Add tools and prompts to your MCP server from other MCP servers. While all tools from the originating server are visible, only tools based on OAS operations are available to add.

  1. From Setup, in the Quick Find box, enter API Catalog, and then select MCP Servers.
  2. Select the Salesforce tab.
  3. Select the Salesforce MCP server to add assets to.
  4. Make sure to deactivate the MCP server if it's active.
  5. Click Add Server Assets, and then select Add from Server.
    The list view defaults to all standard MCP servers.
  6. To filter the list of MCP servers, select a different list view.
  7. Select an MCP server.
  8. To add or remove a tool or prompt, switch between Add Tool and Added.

Activate and Deactivate Custom Salesforce MCP Servers in API Catalog

Activate custom Salesforce MCP servers to use with Agentforce and other supported MCP clients. After you activate the servers, you can optionally add them to Agentforce Registry.

  1. From Setup, in the Quick Find box, enter API Catalog, and then select MCP Servers.
  2. To activate an MCP server, click Activate.
  3. To deactivate an MCP server, select an active server that isn’t in use, and then click Deactivate.
    Tools from this MCP server stop running until you reactivate it.

See Also

 
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