How to connect a Salesforce MCP with Codex (4 steps)

Merge's integration platform facilitates the connection between Codex and Salesforce through the use of the Merge Agent Handler, enabling Codex to access Salesforce's API for more accurate coding tasks. This process involves installing the Merge CLI, authenticating it with a Merge account, and setting up the project to communicate with Salesforce, ensuring that Codex has direct access to real-time data and schemas. By integrating with Salesforce, Codex can generate more precise syncs, validation logic, and relationship queries by using actual Salesforce data, rather than relying on potentially inaccurate descriptions. In doing so, Merge ensures secure handling of OAuth tokens, supports scoped access to Salesforce operations, and provides full audit logging for all interactions, which is particularly beneficial for organizations looking to maintain control over how employees connect AI tools to Salesforce. This secure and reliable integration streamlines the development of CRM-related tasks while maintaining centralized oversight and governance.