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Chapter 3 of 10AI masterclass

MCP and Salesforce interfaces for AI agents

MCP (Model Context Protocol) is the standard way AI tools such as Claude, ChatGPT or Cursor work with Salesforce in 2026. The local Salesforce DX MCP Server reaches end of life on 2 November 2026. Salesforce’s hosted MCP servers have been GA since April 2026 and always act on behalf of a signed-in user. And agentic calls will soon cost Flex Credits, at a rate Salesforce has not published. My advice: start read-only, grant access per person, and settle the budget line before the rollout.

What is MCP, and where does it sit in a Salesforce architecture?

MCP is an open protocol that lets an AI tool call other systems as tools: read records, run a query, start an action. The server describes which tools it offers; the client (Claude, ChatGPT, Cursor or Agentforce) decides when to use which. Since 2025 Salesforce has added MCP almost everywhere. For architecture work it helps to separate three directions:

  1. Coding agent to project and org. A developer at your partner works with Claude Code, Codex, Cursor or Agentforce Vibes, and the agent reads metadata, deploys and runs tests. This is where the local DX MCP Server and the MCP servers in Salesforce’s Claude Code plugin sit.
  2. External AI to your data. Someone in your service back office asks Claude about the open cases for a machine. This is where the Hosted MCP Servers and “Salesforce in Claude” sit.
  3. Agentforce to other systems. An Agentforce agent calls a tool outside Salesforce, such as an order lookup in the ERP. This is where Agentforce’s MCP client and the route through MuleSoft and the API Catalog sit.

Interfaces without MCP still matter: the Agent API, which lets other systems call an Agentforce agent, the Models API for LLM calls from Apex, and the sf CLI, which runs deployments in the pipeline. MCP replaces none of them. Chapter 1 sorts out the terms, and MCP and Salesforce explained for IT leads covers the decisions that sit with IT.

The interfaces at a glance

Interface Who calls whom Identity Status October 2026
Salesforce DX MCP Server, local (@salesforce/mcp) coding agent to org and project existing sf CLI login, orgs on an allowlist end of life on 2 November 2026
Claude Code plugin salesforce-development Claude Code to metadata knowledge, Apex and SOQL language servers local sf CLI login released 19 August 2026
Hosted MCP, sObject servers external AI to records signed-in user, OAuth with PKCE GA since 29 April 2026
Hosted MCP, custom servers external AI to flows, Apex, API Catalog APIs, Agentforce agents signed-in user documented
Headless 360 MCP external AI to Setup tasks signed-in user, API 67.0 or later beta since July 2026
Salesforce in Claude Claude to sales data, 37 skills not described in the announcement beta for all customers
Agentforce as MCP client Agentforce to external tools external and named credentials announced as pilot in 2025, current status not documented
MuleSoft API via the API Catalog Agentforce to ERP named credentials, created automatically documented route
Agent API any system to an Agentforce agent client credentials with a run-as user documented
Models API Apex to LLM Salesforce login goes through the Einstein Trust Layer

Sources: DX MCP Server end-of-life notice (opens in a new tab), plugin announcement (opens in a new tab), Hosted MCP GA (opens in a new tab), custom servers (opens in a new tab), agents as MCP tools (opens in a new tab), Headless 360 MCP (opens in a new tab), AIforce announcement (opens in a new tab), MCP pilot 2025 (opens in a new tab), MCP registration in packages (opens in a new tab), MuleSoft and API Catalog (opens in a new tab), Agent API (opens in a new tab), Models API (opens in a new tab).

For a manufacturer three rows are urgent today: the DX MCP Server, because your partner probably uses it; the Hosted MCP Servers, because business teams will ask for Claude or ChatGPT on top of CRM data; and the route to the ERP, because order status, stock and prices live in SAP or proALPHA. Agentforce agents can only be exposed as MCP tools if they were built in the new Agent Script Builder; older agents have to be upgraded first.

2 November 2026: what the DX MCP Server end of life means

The maintainers’ end-of-life notice (opens in a new tab) says the local server @salesforce/mcp reaches end of life on 2 November 2026 and will then receive no more maintenance, support or new releases. The npm package will be marked deprecated but stays installable, so pinned setups such as version 0.30.15 keep working.

The notice names the open skills library forcedotcom/sf-skills as the replacement. Salesforce also published the Claude Code plugin (opens in a new tab) with about 40 of those skills and three MCP servers (salesforce-api-context, salesforce-metadata-experts, salesforce-lsp), and Hosted MCP for data access. The plugin announcement does not mention the DX MCP end of life. Treating all three as the successors is my reading, not a Salesforce statement.

As the client, the question that matters most is which permissions the old server has at your partner. For agents I would only allow fixed sandbox aliases, because two settings otherwise widen access without anyone noticing.

For developers

How the local DX MCP Server reaches orgs

According to the Salesforce documentation (opens in a new tab), it reads existing encrypted auth files and only reaches orgs allowlisted at start-up.

  • In the README (opens in a new tab), ALLOW_ALL_ORGS grants access to all authorised orgs, production included, and Salesforce advises using it with caution.
  • DEFAULT_TARGET_ORG is resolved again on every tool call: if the developer switches their default org, the agent silently works in the other one.

My plan up to the deadline:

  1. 01

    Inventory

    Ask your partner to list which MCP configurations, machines and repositories contain the server.

  2. 02

    Pin

    Set version 0.30.15 explicitly instead of latest, so the transition stays predictable.

  3. 03

    Map

    Deploy and tests through the sf CLI and skills, metadata knowledge through the plugin, data access through Hosted MCP.

  4. 04

    Run both in a sandbox

    Then remove the old entry and update the AI rules file in the repository.

The details are in Salesforce DX MCP Server end of life. The other tools Salesforce offers for AI-assisted development are in chapter 2.

Hosted MCP: who may read which data?

Salesforce released the Hosted MCP Servers on 29 April 2026 for every Enterprise Edition org and above (opens in a new tab). They run on Salesforce infrastructure; an admin enables them in Setup under API Catalog and creates an External Client App with the mcp_api and refresh_token scopes. The server reference (opens in a new tab) lists four sObject servers (All, Reads, Mutations, Deletes) plus servers for Data 360, Tableau Next and Headless 360.

The security model is strict, which works in manufacturers’ favour. From the security best practices (opens in a new tab):

Topic Rule
Activation Servers are off by default and have to be enabled deliberately.
Permissions Every tool call runs with the object permissions, field-level security and sharing rules of the user who authorised the connection, and is attributed to that user in the audit trail.
User context There are no service accounts, no machine-to-machine flows and no operation outside a user context.
Access External Client Apps can be restricted to profiles and permission sets.
Logging MCP traffic can be isolated in the API logs with API_CLIENT_CATEGORY = SALESFORCE_HOSTED_MCP.
Queries Named Queries expose only predefined SOQL queries instead of free querying.

Salesforce itself suggests starting with sobject-reads in a sandbox and calls it “read-only, risk-free, and immediately useful” (opens in a new tab). I agree: start read-only, add Mutations only after a test with sign-off, Deletes only with a good reason. For the Headless 360 MCP server (opens in a new tab), Salesforce recommends that the client asks for approval before any tool that changes org configuration or edits or deletes data.

This sets an architectural limit. A night-time agent that pre-sorts warranty claims without a human does not fit Hosted MCP. For that you have the Agent API, which uses client credentials and a run-as user, or a classic integration. I would treat that user like any integration user: its own permissions, no admin profile, regular reviews.

The Einstein Trust Layer gap

Then there is prompt injection. In ForcedLeak (opens in a new tab) (CVSS 9.4, published September 2025), attackers hid instructions in the description field of a Web-to-Lead form, and Agentforce sent CRM data to an outside domain. Simon Willison calls the mix of private data, untrusted content and a way out the “lethal trifecta” (opens in a new tab) and points out that MCP encourages exactly this mixing of tools. At manufacturers, outside text reaches the CRM through dealer portals, warranty claims and Email-to-Case. More in Hosted MCP servers: who may read which data and prompt injection in dealer portals.

What do MCP calls to Salesforce cost?

The Hosted MCP Servers overview (opens in a new tab) says: “intended only for customers with Flex Credits and you may be billed for server usage”. The Flex Credits rate card dated 31 Aug 2026 (opens in a new tab) lists the meter “Headless Platform Interaction” with the rate TBA. According to SalesforceBen (opens in a new tab), successful calls by registered agents via MCP or API count, metering applies only to active production orgs, customers get 30 days’ notice, and existing API integrations keep their current pricing.

For planning, this means you do not know the price, but you can estimate the volume. Count users, questions per day and tool calls per question, because an agent often calls several tools for one answer. The worked numbers are in MCP and API calls to Salesforce as a budget risk, and the cost models as a whole in chapter 7.

Walk-through: service data in Claude at a machine builder

Assume a machine builder with Service Cloud, SAP S/4 and an implementation partner whose six developers work with Claude Code. All numbers are assumptions. The head of service wants 25 people in the service back office to ask Claude about open cases, the installed base and warranty status.

This is how I would approach it:

Step What I would do
Partner first Before 2 November, inventory the DX MCP entries, pin 0.30.15 and switch the sandboxes to the plugin and skills. No agent gets a production org.
Start read-only Enable only sobject-reads, restrict the External Client App to a dedicated permission set, test in a sandbox first. For serial number lookups, use a Named Query instead of free SOQL.
ERP stays deterministic Order status and delivery dates from SAP come through a MuleSoft API in the API Catalog, not from a model interpreting tables. The route is described in Agentforce and SAP order status.
Estimate volume Assume 25 people, 20 questions a day, four tool calls per question and 21 working days: that is 42,000 calls a month. If every successful call counts, which is my assumption today, this is the number you multiply by the rate once Salesforce publishes it.
Settle data protection The contract with Anthropic and sign-off from data protection and the works council come before the start, because in my reading the Trust Layer does not apply here.

Which decisions sit with the IT lead?

Salesforce puts the setup at under 30 minutes. The real work is in five decisions:

Decision Question
Servers Which servers get enabled, and who may enable new ones?
Users Which users get access, through which permission set?
Data Which data is readable, which is writable, and where does a Named Query do the job?
Models and contracts Which are approved: Claude, ChatGPT, a model through a cloud provider in the EU?
Budget Who pays for Headless Platform Interactions, the business unit or IT?

These questions are part of my work on Salesforce integration. Chapter 4 covers the external coding agents your partner can use, and the masterclass overview lists all chapters.

Frequently asked questions

What happens to the Salesforce DX MCP Server on 2 November 2026?

According to the maintainers' notice (issue 46 in the forcedotcom/mcp repository), the local server then gets no more maintenance, support or releases. The npm package is marked deprecated but stays installable. Pin version 0.30.15 and plan the move to skills, the plugin and Hosted MCP.

Can an AI agent read all Salesforce data through Hosted MCP?

No. Every call runs with the object permissions, field-level security and sharing of the user who authorised the connection. The agent sees exactly what that person sees, and every action is attributed to them in the audit trail.

Do MCP calls to Salesforce cost extra?

Salesforce says Hosted MCP Servers are intended only for customers with Flex Credits and that usage may be billed. The Headless Platform Interaction rate is not published yet; according to SalesforceBen, customers get 30 days' notice before metering starts.

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