Set up the Salesforce MCP server
Salesforce's Hosted MCP server gives AI agents access to Salesforce data — querying, creating, and modifying records across standard and custom objects, running Data Cloud queries, invoking custom actions, and more. This guide covers enabling the MCP Beta in your Salesforce org, creating an External Client App for OAuth authentication, and connecting the server to MintMCP.
Prerequisites
- A MintMCP admin account
- A Salesforce org (Developer Edition, sandbox, or production) where you have Administrator access
- The "Customize Application" permission in Salesforce
Enable the MCP Beta in Salesforce
The Hosted MCP server is a beta feature that must be enabled before you can use it.
- In Salesforce, open Setup.
- In the Quick Find box, type
User Interfaceand select User Interface. - Check Enable MCP Service (Beta) and save.
Using the MCP server counts against your org's API quota.
Create an External Client App
Salesforce requires an External Client App for MCP authentication — do not use a Connected App.
-
In Setup, type
external clientin the Quick Find box and select External Client App Manager. -
Click New External Client App.
-
Fill in the Basic Information section with an app name (for example, "MintMCP").
-
Expand API (Enable OAuth Settings) and check Enable OAuth.
-
In the Callback URL field, enter:
https://app.mintmcp.com/oauth/callback -
Under Selected OAuth Scopes, add all four required scopes:
Scope Description apiManage user data via APIs sfap_apiAccess the Salesforce API Platform refresh_token, offline_accessPerform requests at any time einstein_gpt_apiAccess Einstein GPT services -
Under security settings:
- Select Issue JSON Web Token (JWT)-based access tokens for named users
- Select Require Proof Key for Code Exchange (PKCE) extension
- Deselect all other options
-
Click Create.
Allow up to 30 minutes for the External Client App to become active before connecting.
Copy the Consumer Key
- In External Client App Manager, open the app you just created.
- Go to Settings > Consumer Key and Secret.
- Copy the Consumer Key — this is your OAuth Client ID. You'll need it in the next step.
Add Salesforce to MintMCP
Salesforce hosts multiple MCP servers, each exposing a different set of capabilities. Add each server you want to make available separately.
Server URLs:
- Production
- Sandbox / scratch org
| Server | URL | Capabilities |
|---|---|---|
| All objects (full access) | https://api.salesforce.com/platform/mcp/v1-beta.2/platform/sobject-all | CRUD on all standard and custom objects |
| Read-only objects | https://api.salesforce.com/platform/mcp/v1-beta.2/sobject-reads | Query and describe Salesforce objects |
| Mutations | https://api.salesforce.com/platform/mcp/v1-beta.2/sobject-mutations | Create and update records |
| Deletes | https://api.salesforce.com/platform/mcp/v1-beta.2/sobject-deletes | Delete records |
| Data Cloud | https://api.salesforce.com/platform/mcp/v1-beta.2/data-cloud-queries | SQL queries against Data Cloud |
| Invocable actions | https://api.salesforce.com/platform/mcp/v1-beta.2/invocable_actions | Discover and invoke custom Salesforce actions |
| Tableau Next | https://api.salesforce.com/platform/mcp/v1-beta.2/analytics/tableau-next | Semantic model exploration and analytics queries |
| Revenue Cloud | https://api.salesforce.com/platform/mcp/v1-beta.2/revenue-cloud | Quote-to-cash and asset management |
| Insurance Cloud | https://api.salesforce.com/platform/mcp/v1-beta.2/insurance-cloud | Insurance policies, quotes, and underwriting |
| Pricing | https://api.salesforce.com/platform/mcp/v1-beta.2/pricing-ngp | Context-based pricing calculations |
| Server | URL | Capabilities |
|---|---|---|
| All objects (full access) | https://api.salesforce.com/platform/mcp/v1-beta.2/sandbox/platform/sobject-all | CRUD on all standard and custom objects |
| Read-only objects | https://api.salesforce.com/platform/mcp/v1-beta.2/sandbox/sobject-reads | Query and describe Salesforce objects |
| Mutations | https://api.salesforce.com/platform/mcp/v1-beta.2/sandbox/sobject-mutations | Create and update records |
| Deletes | https://api.salesforce.com/platform/mcp/v1-beta.2/sandbox/sobject-deletes | Delete records |
| Data Cloud | https://api.salesforce.com/platform/mcp/v1-beta.2/sandbox/data-cloud-queries | SQL queries against Data Cloud |
| Invocable actions | https://api.salesforce.com/platform/mcp/v1-beta.2/sandbox/invocable_actions | Discover and invoke custom Salesforce actions |
| Tableau Next | https://api.salesforce.com/platform/mcp/v1-beta.2/sandbox/analytics/tableau-next | Semantic model exploration and analytics queries |
| Revenue Cloud | https://api.salesforce.com/platform/mcp/v1-beta.2/sandbox/revenue-cloud | Quote-to-cash and asset management |
| Insurance Cloud | https://api.salesforce.com/platform/mcp/v1-beta.2/sandbox/insurance-cloud | Insurance policies, quotes, and underwriting |
| Pricing | https://api.salesforce.com/platform/mcp/v1-beta.2/sandbox/pricing-ngp | Context-based pricing calculations |
To add a server in MintMCP:
- In MintMCP, go to MCP store > Manage store.
- Click + Add an MCP to your registry → Connect to an MCP by URL.
- Enter the server URL for the server you want to enable.
- Set Connection type to Per-user credentials.
- Set Authorization method to OAuth.
- Open OAuth Client Advanced Settings and paste the Consumer Key in the Client ID field.
- Click Create.
Repeat for each additional server you want to expose to your team.
Security considerations
- Each user authenticates individually through OAuth, so tool calls are attributed to their Salesforce identity and limited by their existing Salesforce permissions.
- The Consumer Key alone authorizes OAuth access — store it securely and restrict who can view it in MintMCP.
- API calls made through the MCP server count against your org's API quota. Monitor usage in Salesforce Setup under API Usage.
- The MCP server is currently in Beta — review the Salesforce Beta Services Terms before deploying in production.
Next steps
- Tool customization — Control which Salesforce tools are exposed to users
- MCP gateway administration — Manage access and permissions