MCP For Claude Marketplace
Salesforce Service Cloud

Salesforce Service Cloud MCP Connector for Claude

A+

Manage support cases, search the knowledge base, track case metrics, and resolve customer issues through natural conversation.

8 tools Official Updated Jun 28, 2026 Official Vinkius Partner
More Details Connect to Claude

Connect Salesforce Service Cloud to any AI agent.

What you can do

  • Cases — Search, create, update, and filter by status or priority
  • Comments — Read and add internal/public case comments
  • Knowledge — Search published knowledge articles for instant answers
  • Metrics — Aggregate case counts by status and priority

Who is this for?

  • Support Agents — Resolve tickets without opening Salesforce
  • CS Managers — Get instant support queue health checks
  • Success Teams — Look up case history for any customer
case-managementticket-resolutionknowledge-basesupport-metricscustomer-serviceinternal-comments

8 tools expose this connector's capabilities to your AI agent.

sf_add_case_comment

Set isPublished to true if the comment should be visible to the customer (e.g., in a customer portal). Default is internal-only. Use to log agent responses, internal notes, or resolution steps on a support case. Add a comment to a Salesforce case — internal note or customer-visible response

sf_create_case

Subject is required. Status defaults to "New". Priority: High, Medium, Low. Origin: Web, Phone, Email. Link to a customer via contactId and their company via accountId (both use 18-char Salesforce IDs). Cases track the complete lifecycle of a customer support issue. Create a new support case in Salesforce Service Cloud with subject, description, priority, origin, and linked contact/account

sf_case_comments

Returns comment body, whether it is published (customer-visible), creator name, and creation date. Comments provide the full conversation history of a support case. Use to review case discussions or get context before responding. Get all comments (internal and customer-visible) on a specific Salesforce case for case history review

sf_case_metrics

Returns summary data: how many cases at each status × priority intersection. Perfect for support team dashboards, capacity planning, and identifying volume trends. Use when the user asks "how many open cases do we have?" or "what is the case breakdown by priority?" Get aggregate support case metrics — case counts grouped by status and priority for a team dashboard view

sf_cases_by_status

Returns cases sorted by priority then creation date. Use for support queue management: "how many new cases are there?", "show escalated cases", or for case workload analysis by status. Get all Salesforce cases at a specific status for queue analysis — New, Working, Escalated, or Closed

sf_search_cases

Returns case number, subject, status (New/Working/Escalated/Closed), priority (High/Medium/Low), origin channel (Web/Phone/Email), case owner, and description. Use when the user wants to find a specific support case, look up a case number, or review customer issues. Search Salesforce Service Cloud cases by subject or case number to find customer support issues

sf_search_knowledge

Returns article title, summary, URL, and article type. Salesforce Knowledge is the built-in KB for self-service and agent-assist. Use when the user asks for help articles, documented solutions, or wants to check if an issue has been addressed in the knowledge base. Search the Salesforce Knowledge Base for published articles to find documented solutions and answers

sf_update_case

Common operations: advance Status from "New" to "Working" to "Closed", escalate Priority to "High", or append to Description. Only specified fields change. Update a Salesforce case — change status, escalate priority, or add description to reflect case progress

See how to talk to your AI agent using Salesforce Service Cloud.

How many open P1 cases do we have?

🎟️ **Open Case Metrics** | Status | Priority | Count | |---|---|---| | New | High | 3 | | Working | High | 7 | | Escalated | High | 2 | ⚠️ **12 high-priority cases** currently open

Find a knowledge article about password reset

📚 Found 3 articles: 1. **How to Reset Your Password** — Step-by-step guide 2. **Password Policy FAQ** — Requirements and best practices 3. **Two-Factor Authentication Setup** — Adding extra security

Create a high-priority case: Login page returning 500 error

✅ **Case Created!** - Subject: Login page returning 500 error - Priority: High - Status: New - Origin: Web

All Salesforce Case records — filter by status (New, Working, Escalated, Closed), priority (High, Medium, Low), and origin (Web, Phone, Email).

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