How to connect Salesforce MCP with Claude Code (5 steps)
Blog post from Merge
Merge offers a streamlined integration solution for developers aiming to enhance their RevOps, sales tooling, or AI-assisted workflows by connecting Salesforce directly to their coding environment using Merge Agent Handler's Salesforce MCP server. This integration allows developers to interact with Salesforce data—such as checking opportunity stages and retrieving contact histories—without leaving their terminal, thereby eliminating the need for browser-based lookups. Merge Agent Handler acts as a secure intermediary between Claude Code and Salesforce's API, managing authentication and API calls while storing and refreshing tokens, thus relieving developers from handling Salesforce OAuth tokens or Connected App credentials locally. With the connection established, developers can search opportunities, update records, and access account contexts directly from the terminal, enhancing efficiency and enabling seamless CRM data integration into broader workflows. This managed approach also centralizes authentication, scopes access per Tool Pack and Registered User, and maintains a comprehensive audit trail, offering a significant advantage over self-hosted MCP servers by reducing maintenance burdens and ensuring data security.