Getting Started
The integration with Salesforce uses Salesforce's MCP server through an External Client App that is created in Salesforce. This integration needs to be connected by each user that wants to integrate and make tool calls to Salesforce.
Follow the below steps to create the External Client App in Salesforce, enable MCP functionality in Salesforce and configure the integration with Hatz.
How Salesforce's Hosted MCP Servers Work
Salesforce's Hosted MCP Servers let MCP clients work with your Salesforce org through Salesforce-managed MCP endpoints. Hatz connects as the MCP client. Each user signs in with their own Salesforce account, and Salesforce still enforces that user's object permissions, field-level security, and sharing rules.
Prerequisites
In order to create the External Client App and enable MCP in Salesforce you need access to "Setup" in Salesforce.
Integration Process
Create External Client App in Salesforce
Follow the below steps to create the External Client App in Salesforce and get the Client ID and Client Secret:
Log in to Salesforce, select the gear icon in the top right and select "Setup"
In the top left search for "External Client App Manager" and select "External Client App Manager"
Select the "New External Client App" button in the top right
Enter a name, such as "Hatz AI MCP", and a contact email
Expand the "API (Enable OAuth Settings)" section and select the box to enable OAuth
Add this callback URL: https://ai.hatz.ai/v1/connections/oauth-callback
Add the OAuth scopes "Perform requests at any time (refresh_token, offline_access)" and "Access Salesforce hosted MCP servers (mcp_api)"
Under the Security section only have "Require Proof Key for Code Exchange (PKCE) extension for Supported Authorization Flows" and "Issue JSON Web Token (JWT)-based access tokens for named users" checked off
Once the app is created, select the Settings tab at the top, expand the "OAuth Settings" section and select the "Consumer Key and Secret" button
Copy the Consumer Key and Secret to be used for the connection in Hatz
Enable MCP Servers in Salesforce
Follow the below steps to enable MCP servers in Salesforce:
Log in to Salesforce, select the gear icon in the top right and select "Setup"
In the top left search for "MCP Servers" and select "MCP Servers" under API Catalog
Determine which Salesforce hosted MCP you want to use and click into it
Select the "Activate" button in the top right
Integrate Salesforce in Hatz
Follow the below steps to setup the integration between Hatz and Salesforce:
Log in to Hatz, select the Workshop tab at the top and then select "Connections" on the left
Search for Salesforce and select "Add" on the Salesforce integration
Input the "Consumer Key (Client ID)" and "Consumer Secret (Client Secret)" from the External Client App created in Salesforce
Select the Salesforce MCP server from the dropdown
Select "Connect Salesforce" and confirm that Salesforce is successfully connected
Reference links