Salesforce - Beta Claude connector

Sell, serve, and operate at scale with Salesforce.

Add to Claude

Needs a Salesforce - Beta account All setup steps

Salesforce - Beta in Claude at a glance

Reads: 2 tools; Workspace content
Creates & edits: Nothing; 2 tool names are unclear
Deletes: Nothing; No tool name suggests deleting
Acts as: Your account; Claude works through your own Salesforce - Beta sign-in

Counts come from the tool names in the official listing. See every tool

How a request travels Illustration, not a screenshot

1 · You ask

“Open [a Salesforce - Beta link] and give me the key points.”
→
2 · Claude calls
describe
Opens one item and reads its full content
→
3 · Server runs it

Salesforce - Beta server

As your Salesforce - Beta account
→
4 · Answer

Reply in the chat

Read-only: nothing is changed

The prompt is our example and the tool is one from Salesforce - Beta’s list. Claude chooses tools itself, so real calls can differ.

How to add Salesforce - Beta to Claude

Salesforce - Beta docs

Claude app web · desktop · mobile

1 Click Add to Claude or open Settings → Connectors and search for Salesforce - Beta.
2 Click Connect. Sign in to Salesforce - Beta and approve access.
3 In a chat, check Salesforce - Beta is on in the tools menu under the message box. Then ask.

On Team and Enterprise plans an owner may need to allow it first.

Salesforce - Beta MCP tools

2 read, 2 unclear. The official listing gives tool names only, so the text beside each name is our summary of it, not the developer’s wording.

Acts on Reads · 2 Changes data · 2

Workspace 2 tools
- describe Opens one item and reads its full content (our summary)
- discover Discovers items (our summary)
- None
Dispatch readonlies 1 tool
- No read tools
- dispatch_readonly Unclear
Dispatches 1 tool
- No read tools
- dispatch Unclear

Read or write is our reading of each name. List checked 2026-10-20; developers can change tools at any time.

Things to ask Claude with Salesforce - Beta

Our suggestions, one for each kind of tool Salesforce - Beta offers. Not from Salesforce or Anthropic. Fill in the [brackets].

Open [a Salesforce - Beta link] and give me the key points.

uses describe

Security and access

Where requests go, whose account Claude uses, and what you control.

Account

Your own Salesforce - Beta account

You sign in when you connect. Claude works through that account, so it reaches what the account can reach.

Control

You approve write tools

In Claude’s connector settings you can choose, tool by tool, whether Claude must ask before using it. Write tools are marked in the list above. See write tools

Policy

Published by Salesforce and linked from the official listing. Read it ↗

Anthropic’s directory notes that it does not control which tools a developer exposes and cannot guarantee they work as intended or stay the same. Connect connectors you trust.

Reviews

No reviews yet. Used Salesforce - Beta with Claude? Tell others how it went.

Honest reviews only. We never pay for or edit ratings.

Questions people ask

What does the Salesforce - Beta connector do in Claude?

The Salesforce MCP Server lets your teams securely access Customer 360 data and Salesforce capabilities without leaving the chat — all while honoring Salesforce security, permissions, and governance. Knowledge workers ask about pipeline, summarize cases, create campaigns, draft updates, and reason across accounts, opportunities, and more — grounded in real Salesforce data. Builders can use the Salesforce MCP server to configure and customize Salesforce to move their teams faster than ever. The Salesforce Headless 360 MCP Server is a Beta Service. Read our Developer Documentation to learn more: https://developer.salesforce.com/docs/platform/hosted-mcp-servers/guide/headless-360-mcp.html

Is the Salesforce - Beta connector official?

It is made by Salesforce and carries the Anthropic verified mark in Anthropic’s directory. This site is independent and lists it from the official directory.

Do I need a Salesforce - Beta account?

Yes. You sign in to Salesforce - Beta when you connect it, and Claude works through that account.

Can Claude change or delete my Salesforce - Beta data?

Judging by tool names, 2 of its 4 tools only read. The names of the other 2 do not make clear whether they change data, so check them in the connector’s settings.