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Prerequisites Before you begin, create an account and get your API Key.

Getting started

Connect to Salesforce to manage leads, opportunities, accounts, contacts, and automate sales processes through AI agents.
1

Install the SDKs (optional)

2

Create a Strata MCP Server with Salesforce

userId specifies whose connected accounts and data you are accessing in Klavis. It should be a unique id for yourself, your team, or your organization.

API Reference

Full Strata API endpoints
3

Authenticate

🎉 Your Salesforce MCP Server is ready! Once authentication is complete, you can use your MCP server URL with any MCP-compatible client.

Available Tools

With our progressive discovery approach, Klavis System is capable of enabling all tools for Salesforce. Please use the get_tools API for more details. If you find any tool that is missing, please reach out to contact@klavis.ai.

Next Steps

White-label Authentication

Customize OAuth flows with your own branding

AI Platform Integrations

Integrate Klavis MCP Servers with leading AI platforms

Integrations

Explore available MCP servers

API Reference

REST endpoints and schemas