Salesforce - Custom

Connect to a custom MCP server created in Salesforce Setup by entering its server name.

Key Features

• Connect to a custom MCP server configured directly in Salesforce
• Use MCP servers tailored to your organization’s Salesforce setup
• Integrate custom capabilities not covered by the predefined Salesforce hosted MCP servers

Basic Information

Authentication Method

Follows the Salesforce hosted MCP server configuration.

Input Parameters

• serverName (Required): Custom MCP server name created in Salesforce Setup
• sandbox (Optional): Whether to connect to a Salesforce Sandbox environment

Salesforce Setup Method

This Integration requires a Salesforce External Client App (ECA) and an activated custom Hosted MCP server.

1. Create an External Client App by following the Salesforce official guide .
2. Register the Callback URL shown in the AIP OAuth setup screen as the External Client App Callback URL.
3. Create and activate a custom MCP server under Salesforce Setup → API Catalog → MCP Servers. See the Salesforce MCP server activation guide  for details.
4. Enter the custom MCP server name in the AIP serverName field.

Supported MCP Tools

Salesforce - Custom does not provide a fixed tool list. It uses the tools exposed by the custom MCP server created in Salesforce Setup.

Usage Examples

For example,

• Create a custom MCP server named my_custom_mcp in Salesforce Setup.
• Select Salesforce - Custom in AIP and enter my_custom_mcp as serverName.
• The LLM then uses the tools provided by that custom MCP server to perform Salesforce tasks.

Important Notes

• serverName must exactly match the custom MCP server name registered in Salesforce Setup.
• Available tools and permissions are determined by the Salesforce-side custom MCP server configuration.
• For agents or presets that require tool-level Access Control, use a predefined Salesforce hosted MCP server.