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SalesforceJuly 21, 20251 min read

Expose Salesforce Data Securely with an MCP Server: No Salesforce UI Required

Your teams should not have to open Salesforce every time they need information. With an MCP Server, Salesforce can securely expose business capabilities to AI assistants and enterprise apps while maintaining your existing security and access controls.

Your teams should not have to open Salesforce every time they need information.

With an MCP (Model Context Protocol) Server, Salesforce can securely expose business capabilities to AI assistants and enterprise applications while maintaining your existing security and access controls.

Imagine Asking

  • Show me all open opportunities for Partner Industries.
  • What are the unresolved service cases for this customer?
  • What was the last interaction with this customer?

The AI retrieves the information in real time, without users navigating Salesforce.

Watch the Demo

Claude securely retrieving a customer's device details from a partner's Salesforce org through an MCP Server, with no Salesforce UI access required.

Built Using Salesforce

  • Flow
  • Apex
  • Prompt Builder

Why It Matters

  • Secure, governed access to Salesforce data
  • Real-time CRM insights for AI applications
  • Reusable business capabilities instead of custom integrations
  • Faster adoption of AI across the enterprise

What the Demo Shows

In this demo, Claude securely retrieves a customer's device details from a partner's Salesforce org through an MCP Server, demonstrating how external AI applications can interact with Salesforce without requiring access to the Salesforce UI.

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We build these solutions for real clients. Drop us a message and we'll talk through your specific setup.

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