Today, we’re excited to announce the pilot release of Salesforce Hosted Model Context Protocol (MCP) Servers — a groundbreaking capability that enables AI agents to securely access your Salesforce data and help teams across your entire organization. This launch is part of our broader commitment to agentic interoperability, creating an open ecosystem where AI agents — whether built by Salesforce, partners, or customers — can work together seamlessly and securely.
What is MCP, and why does it matter?
Think of MCP as a universal translator between AI agents and your business data. Just as USB created a standard way for devices to connect to computers, MCP creates a standard way for AI assistants to connect to data sources. With Salesforce Hosted MCP Servers, your organization can expose specific Salesforce APIs and data as tools that these solutions can leverage — all without writing a single line of code.
While Salesforce has long been the central foreground app for sales, service, and marketing teams, critical business data in your CRM is needed by every department:
- Accounting needs to factor in account health when invoicing
- Legal needs to understand how contracts align with your top customers
- Operations needs to cross-reference order and fulfillment data when working with vendors
The list goes on and on. The Salesforce Platform enables rich connectivity throughout the enterprise through APIs, MuleSoft, Tableau, and more. Now, we’re extending the capability with native MCP support, enabling anyone to succeed with the help of AI — without training people on new software. And, these new MCP servers integrate seamlessly with Agentforce and MuleSoft.
Agentforce already provides ideal context-aware AI assistance and action embedded into digital channels, collaboration tools like Slack, and Salesforce apps for CRM workflows, and Agentforce 3 takes that to the next level. We’re excited to extend that vision and empower the widest possible range of users.
Breaking down the CRM silo: Why every department needs Salesforce data
Your CRM contains some of your organization’s most valuable data: customer relationships, revenue streams, contractual obligations, and business activities. But for teams without Salesforce expertise, accessing this data has been like looking through frosted glass. They know the information is there, but they can’t quite reach it.
These different departments may be using internal tools with different built-in agents designed to support them in Accounting, HR, and more. Now, when those agents support MCP, they can extend them to easily leverage CRM data as part of their workflows. Connecting these capabilities to Salesforce through MCP enables self-service access to critical data across your organization — while maintaining proper security and governance.
Real-world example: Finance team revenue reconciliation
Every quarter, your finance team needs to reconcile revenue for audit purposes. Without AI assistance, they might spend days:
- Exporting data from your ERP system
- Requesting opportunity reports from Sales Ops
- Manually matching closed deals to recognized revenue
- Investigating discrepancies one by one
- Compiling everything into audit documentation
But imagine if they could connect an accounting agent to a Salesforce hosted MCP and simply supply a natural language prompt such as:
“Compare this quarter’s GL revenue entries with Salesforce closed-won opportunities and identify any discrepancies over $10,000.”
An AI-enhanced accounting system can now access authorized Salesforce data such as opportunities, close dates, amounts, and products, comparing it with the GL information to create a complete reconciliation report in minutes instead of days.
Transformation across the enterprise
Agentforce has already revolutionized how daily CRM users interact with customer information to get their work done. And with the rapid rise of AI interoperability standards like MCP and A2A, we imagine an ecosystem of agents woven into apps across your enterprise architecture — many of which will benefit from secure access to customer data.
The following are example use cases for different departments, with each containing an example agent prompt and sense for the context and outcomes.
Legal: Customer patterns linked to exposure or risk
“Analyze customer support behavior patterns identified in this legal notice against our support case history.”
- User identifies a legal notice document in an AI-enabled discovery tool
- AI compares document contents to cases, case comments, and account information
- AI yields a risk assessment with supporting case documentation
Accounting: Invoicing cross-referenced with customer health
“Match this A/R aging report with Salesforce account health scores to prioritize collection efforts.”
- User selects an A/R aging report in an AI-enhanced accounting system
- AI matches outstanding invoices to accounts with active cases
- AI highlights exceptions requiring special handling
Operations: Supply chain risk assessment
“Identify supply chain risks by analyzing vendor dependencies for our top 20 revenue-generating products.”
- User identifies key risks from a risk register in an AI-enabled vendor management system
- AI cross-references with product revenue data
- AI creates a risk heat map with mitigation strategies and recommended controls
Why use Salesforce’s Hosted MCP Servers?
Unlike traditional integrations that require ongoing maintenance or custom code, Salesforce Hosted MCP Servers provide:
- Standards-based connectivity: Built on Anthropic’s open MCP standard
- Enterprise-grade trust: A first-class capability built, hosted, and maintained by Salesforce — not open-source code you need to manage
- Targeted access: Configure MCP servers for different teams with appropriate permissions
- Secure by design: Leverages Salesforce’s trusted authentication and authorization
- Additional leverage for your existing tools: Get more from your current investments by connecting deployed AI tools to Salesforce
- No training required: Teams use familiar AI assistants guided by natural language
While open-source MCP server implementations have proliferated online, Salesforce Hosted MCP Servers deliver the reliability, security, and support that enterprises demand. You get all the benefits of the open MCP standard with the peace of mind that comes from Salesforce’s trusted infrastructure: no servers to maintain, no security patches to apply, no uptime to monitor.
For enterprises, this democratization of data access is transformative. A CFO can analyze revenue trends without learning Salesforce reporting. A legal team can audit contracts without navigating to each record. An HR manager can validate commissions without understanding opportunity splits. The data remains secure in Salesforce, but the access becomes universal through natural language.
We’re starting with core CRM data access, but our vision extends to enabling AI agents that can take intelligent action through your existing business processes. Imagine AI agents that can not only identify compliance issues, but also initiate remediation workflows, create audit tasks, or trigger approval processes — all while respecting your organization’s unique business rules and governance requirements.
What’s new and what’s coming
This pilot release includes standard MCP Servers with commonly-used APIs for data access, queries, and core actions. We’re targeting a beta release at Dreamforce 2025 this October, with pricing to be announced and additional capabilities, such as:
- Custom MCP Server configurations for specific business needs
- Expanded authentication options
- Support for flows, Invocable Actions, and other logic
- Managed packaging and distribution of custom MCP Server configurations for AppExchange ISV partners
- Integration with Agentforce Topics for guided business processes
- Monitoring and insights through the Agentforce Command Center
Everyone in your organization is in the business of creating success for your customers, not just those that use CRM every day. And anyone that needs customer information should have secure, governed access to the business data they need to make informed decisions.
A new era of enterprise intelligence
Accelerating productivity in an era of digital labor will include bringing people the data they need in the tools they already use. With Salesforce Hosted MCP Servers, finance teams can reconcile revenue, legal can ensure compliance, and HR can validate compensation — all without special training or one-off software configurations.
This isn’t just about efficiency; it’s about transformation. When every department can access CRM data through natural language, silos dissolve. Decision-making accelerates. And your entire organization gets more done.
Getting started with the pilot
To join the pilot, organizations should have:
- Salesforce data needed by multiple departments beyond sales and service
- Teams already using AI assistants for analysis tasks
- Clear use cases for combining CRM data with external documents or systems
Interested in joining the pilot? Contact your Salesforce account representative to get nominated for the program. Space is limited as we work closely with early adopters to refine the experience before our beta launch at Dreamforce 2025.
For developers looking to use AI to help build Salesforce applications, explore the Salesforce DX MCP Server designed specifically for code development workflows.
Salesforce Hosted MCP Servers are currently in Pilot with Beta availability targeted for Dreamforce 2025. Features and pricing are subject to change.
About the author
Ross Belmont is a Senior Director of Product Management focused on integrations, with more than 15 years of experience in the Salesforce ecosystem.
The post Democratize Your CRM Data Across the Enterprise with Salesforce Hosted MCP Servers appeared first on Salesforce Developers Blog.
