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Connect Foundational MCP to Agentforce

Introduction

Salesforce Agentforce is a platform for building and deploying AI agents that can reason, take action, and execute multi-step work across sales, service, marketing, commerce, and other business functions. Agentforce connects these agents to enterprise data, applications, and business logic, and now supports Model Context Protocol (MCP) as an open standard for accessing third-party tools, resources, and prompts. Through MCP, organizations can extend Agentforce beyond Salesforce and securely give agents access to specialized external systems and context, while maintaining centralized authentication, permissions, and governance.

By default, Salesforce agents would never know enough information about data applications, and sometimes not even enough information about Salesforce itself. The Foundational MCP server connects AI tools to the full context of your data environment and provides:

  • End-to-end lineage, including Salesforce
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  • Usage information for models and dashboards
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  • Code definitions for tables, models, and upstream operational databases
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  • Ownership, documentation, and full transformation logic
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  • Other metadata related to data moving through your systems

Configure Foundational MCP

There are two main steps to configure Foundational’s MCP to Salesforce:

  • Geneate an API token
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  • Register Foundational as an MCP server in Salesforce

Generate an API token in Salesforce

Salesforce supports token-based OAuth authentication. To generate the API token from the Foundational side, follow first the instructions in the article Create API Tokens.

Be sure to save the Client ID and Client Secret because you can’t view them once you leave the Generation screen.

  1. Choose an indicative name, for example "Salesforce MCP token."
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  2. Set the longest expiration the organization permits, to keep the connection running without interruption.
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  3. If the agent doesn't need to modify Foundational, choose read-only permissions and avoid the admin settings.

Register Foundational as an MCP server in Salesforce

  1. In Salesforce, click the gear icon in the top right corner and select Open Advanced Setup.
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  2. In the left navigation panel, search for "MCP" and select MCP Servers. The exact location depends on the Salesforce account tier.

  3. Click Add MCP Server in the top right corner, then select Register External MCP Server.
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  4. In the Create Connection screen, enter the MCP server details.
    For self-hosted environments, use dedicated endpoint instead of the Foundational-hosted URLs.
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    • MCP Server Name: Foundational
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    • Description: Enter a description
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    • Server URL: https://mcp.foundational.io/mcp
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    • Authentication Method: OAuth 2.0
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    • Identity Provider URL: https://auth.foundational.io/oauth/token
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    • Scope: Leave blank
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    • Client ID and Client Secret: the API token generated in the previous step
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  5. Select which tools to expose. Foundational recommends enabling all tools, but teams with limited context token budgets can customize the list.
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  6. Click Allow and Continue.
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  7. Optional: Apply policies to the MCP server.

That's it. You're connected.

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