Salesforce Service Cloud for AI agents

Salesforce Service Cloud is the customer service side of Salesforce, handling support cases, live chat, and a knowledge base for service teams. Connect it once through Arc0, and your agent, or Claude, ChatGPT and Cursor, can use it through one MCP endpoint, limited to what each user approved.

Connect Salesforce Service Cloud See the 24 actions ↓

CRMOAuth 2.0MCP + RESTsalesforce.com

AUDIT LOG · SALESFORCE SERVICE CLOUDPOLICY: acme-support

09:41:07 · claude · u_8f2read

salesforce_service_cloud.list_einstein_bots

List Einstein Bots✓ allowed · 212ms

09:41:08 · claude · u_8f2read

salesforce_service_cloud.query_soql

Query SOQL✓ allowed · 164ms

09:41:09 · claude · u_8f2write

salesforce_service_cloud.create_case_record

Create Case Record✓ approved · approved by user

09:41:12 · claude · u_8f2destructive

salesforce_service_cloud.delete_case_record

Delete Case Record✕ blocked · policy: deny

EVERY SALESFORCE SERVICE CLOUD CALL, ON THE RECORD

01 · USE CASES

What agents do in Salesforce Service Cloud.

Create a support case

Opens a new case record with the customer's issue details so a support queue can pick it up.

Look up a case before replying

Reads an existing case record and its chat transcript before an agent drafts a response.

Delete a case only after confirmation

Removes a duplicate or test case record only once a support lead approves the deletion.

02 · ACTIONS

24 Salesforce Service Cloud actions, graded by risk.

Every Salesforce Service Cloud action is tagged read, write or destructive, so one policy covers the whole app and new actions inherit the right default.

read

Look things up. Allowed by default.

salesforce_service_cloud.query_soql
Query SOQL
salesforce_service_cloud.query_all_soql
Query All SOQL
salesforce_service_cloud.get_case_record
Get Case Record
salesforce_service_cloud.get_chat_messages
Get Chat Messages
salesforce_service_cloud.list_einstein_bots
List Einstein Bots
salesforce_service_cloud.get_live_agent_api_version
Get Live Agent API Version
salesforce_service_cloud.describe_s_object
Describe SObject
salesforce_service_cloud.retrieve_salesforce_username
Retrieve Salesforce Username

write

Create and change things. Allow, or ask the user first.

salesforce_service_cloud.send_custom_event
Send Custom Event
salesforce_service_cloud.create_case_record
Create Case Record
salesforce_service_cloud.set_breadcrumb
Set Breadcrumb
salesforce_service_cloud.composite_batch
Composite Batch
salesforce_service_cloud.end_chat_session
End Chat Session
salesforce_service_cloud.composite_request
Composite Request
salesforce_service_cloud.upload_file_to_s3
Upload File to S3
salesforce_service_cloud.chasitor_sneak_peek
Chasitor Sneak Peek
salesforce_service_cloud.generate_request_id
Generate Request ID
salesforce_service_cloud.resync_chasitor_state
Resync Chasitor State
salesforce_service_cloud.composite_sobject_tree
Composite SObject Tree
salesforce_service_cloud.reconnect_chat_session
Reconnect Chat Session
salesforce_service_cloud.visitor_sensitive_data_rule
Visitor Sensitive Data Rule Triggered
salesforce_service_cloud.generate_signed_jwt_assertion
Generate Signed JWT Assertion
salesforce_service_cloud.agent_sensitive_data_rule_triggered
Agent Sensitive Data Rule Triggered

destructive

Delete, cancel or archive. Ask first, or deny outright.

salesforce_service_cloud.delete_case_record
Delete Case Record

03 · HOW IT WORKS

Salesforce Service Cloud in three steps.

01Your users connect Salesforce Service CloudThey sign in to Salesforce Service Cloud on Arc0 Connect, under your brand, and approve the access you ask for.
02You set the rulesReads run, writes like “create Case Record” can wait for the user, and “delete Case Record” can be denied outright.
03Any agent can actYour agent calls Salesforce Service Cloud through the Arc0 SDK or MCP, and so can Claude, ChatGPT and Cursor. Every call lands on the audit log.

POLICY.TS

await arc0.policies.set('salesforce_service_cloud', {
  read: 'allow',
  write: 'ask',        // create_case_record
  destructive: 'deny',  // delete_case_record
})

# Claude Code: the same connection, one URL
$ claude mcp add --transport http arc0 \
    https://mcp.arc0.ai/u/u_8f2

04 · AUTH AND DATA

How Salesforce Service Cloud connects.

Users sign in to Salesforce Service Cloud on Arc0 Connect and approve the scopes you request. Build with Arc0’s Salesforce Service Cloud OAuth app, or bring your own so the Salesforce Service Cloud consent screen names you. Tokens refresh automatically, and you can export them whenever you want.

The same Salesforce Service Cloud connection serves your agent over MCP and your own backend over REST and the proxy, so a user connects once. How Arc0 handles credentials →

AUTH: OAuth 2.0
CREDENTIALS: Per-tenant encrypted vault
MODEL SEES: Results only, never credentials
AUDIT LOG: Every call, on every plan

05 · WORKS WITH

Use Salesforce Service Cloud from any agent.

Claude

ChatGPT

Cursor

Codex

VS Code

OpenAI Agents SDK

Claude Agent SDK

Vercel AI SDK

Mastra

LangGraph

06 · RELATED

More crm apps.

Salesforce224 actions

07 · FAQ

Salesforce Service Cloud and Arc0, answered.

Q01

Can I use Salesforce Service Cloud with Claude, ChatGPT or Cursor?

Yes. Connect Salesforce Service Cloud to Arc0 once, then add your Arc0 MCP URL to Claude, ChatGPT, Cursor, Claude Code or any other remote-MCP client. Each assistant only gets the Salesforce Service Cloud actions you allow.

Q02

How do users connect Salesforce Service Cloud?

Q03

Which Salesforce Service Cloud actions can my agent take?

24 in total: 8 read, 15 write and 1 destructive, such as “create Case Record”. Your policies decide which of them each agent may call.

Q04

Can I stop my agent from deleting things in Salesforce Service Cloud?

Yes. Actions like “delete Case Record” are graded destructive. Set destructive actions to deny, or to ask so the user approves each one, and blocked calls still show up on the audit log.

Q05

Can my own backend call Salesforce Service Cloud too?

Yes. The same Salesforce Service Cloud connection is available over REST and through the Arc0 proxy, so your product and your agent share one connection per user.

Get started

Plug Salesforce Service Cloud into your agent.

Your users connect Salesforce Service Cloud once, under your brand. Your agent gets 24 actions behind your policies, with every call on the record.

Connect Salesforce Service Cloud Browse all apps →

Free to build · MCP + REST · Audit log on every plan