Connectto Salesforce MCP Server

Seamlessly integrate your CrewAI multi-agent systems with Salesforce using Klavis AI's comprehensive MCP server connection guide.

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Salesforce

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Salesforce is the world's leading customer relationship management (CRM) platform that helps businesses connect with customers, partners, and potential customers

Available Tools:

  • salesforce_get_accounts
  • salesforce_create_account
  • salesforce_update_account
  • +24 more tools

Quick Setup Guide

Follow these steps to connect CrewAI to this MCP server

1

Create Your Account

Sign up for KlavisAI to access our MCP server management platform.

2

Configure Agents & Tools

Set up your CrewAI agents with the MCP server tools and configure authentication settings for collaborative workflows.

3

Deploy Your Crew

Test your multi-agent workflows and start using your enhanced collaborative AI capabilities.

CrewAI + KlavisAI Integration Snippets

import os
from crewai import Agent, Task, Crew, Process
from crewai_tools import MCPServerAdapter
from klavis import Klavis
from klavis.types import McpServerName, ConnectionType

# Initialize clients
klavis_client = Klavis(api_key=os.getenv("KLAVIS_API_KEY"))

salesforce_mcp_instance = klavis_client.mcp_server.create_server_instance(
    server_name=McpServerName.SALESFORCE,
    user_id="1234",
    platform_name="Klavis",
    connection_type=ConnectionType.STREAMABLE_HTTP,
)

with MCPServerAdapter(salesforce_mcp_instance.server_params) as mcp_tools:
    # Create a Salesforce Analysis Agent
    salesforce_agent = Agent(
        role="Salesforce Analyst",
        goal="Research and analyze salesforce to extract comprehensive insights",
        backstory="You are an expert at analyzing salesforce and creating professional summaries.",
        tools=mcp_tools,
        reasoning=True,
        verbose=False
    )
    
    # Define Task
    analysis_task = Task(
        description=f"Research and analyze salesforce data. Extract relevant information and create a comprehensive summary with key points and main takeaways.",
        expected_output="Complete analysis with structured summary, key insights, and main takeaways",
        agent=salesforce_agent,
        markdown=True
    )
    
    # Create and execute the crew
    salesforce_crew = Crew(
        agents=[salesforce_agent],
        tasks=[analysis_task],
        verbose=False,
        process=Process.sequential
    )
    
    result = salesforce_crew.kickoff()

Frequently Asked Questions

Everything you need to know about connecting CrewAI to this MCP server

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