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Connectors · Service desk & support

Salesforce Service Cloud MCP server for AI agents.

actionlake is an MCP gateway: one remote MCP server that connects Claude and other MCP clients to Salesforce Service Cloud and the rest of your systems. It gives your agent 196 Salesforce Service Cloud actions (109 reads, 64 writes and 23 that wait for a confirmation) and holds the Salesforce Service Cloud credential itself, so the agent never does. It paces Salesforce Service Cloud's limits and records every call. Connecting Salesforce Service Cloud needs your own Salesforce Service Cloud OAuth app and one admin sign-in.

Connect Salesforce Service Cloud freeSee pricing

100,000 free calls a month. No card, no email, no password: press Start a free sandbox on the next screen and keep the key it shows you.

claude mcp add --transport http actionlake https://connect.actionlake.com/mcp
the first call
do {  action: "salesforce_service.knowledge.articles_list",  intent: "check which Salesforce Service Cloud account is connected"}# List published knowledge articles · read · 1 upstream call
  • 196actionsin one signed file
  • 109readlook, never change
  • 64writecreate and update
  • 23wait for a yesdestructive, confirmed first

Set up

Connect Salesforce Service Cloud in three steps.

  1. 01

    Add actionlake to Claude.

    Run the command once in Claude Code; its consent page can create a free sandbox: 100,000 calls a month, no card. In the Claude app, add a custom connector with the URL below and paste your key on the consent page. Creating a new sandbox from the Claude app is not yet tested by us.

    https://connect.actionlake.com/mcp
  2. 02

    Connect Salesforce Service Cloud.

    OAuth 2.0, authorization code with PKCE. You register your own OAuth app with Salesforce Service Cloud, an admin signs in once, and you paste the app's client id and secret and the tokens from that sign-in; actionlake renews the access token from then on. actionlake stores what you paste write-only, sealed under your tenant's key.

    Before the first sign-in, Salesforce Service Cloud needs an OAuth app of your own, registered in its developer portal. actionlake has no Salesforce Service Cloud app to lend you.

    • access_tokenAccess token from one sign-in with your own OAuth app
    • refresh_tokenRefresh token from the same sign-in; the access token is renewed from it
    • client_idSalesforce connected app consumer key
    • client_secretSalesforce connected app consumer secret
    • instance_hostWhere your Salesforce Service Cloud lives: your instance host
    account { op: "connections.requirements", service: "salesforce_service" }
# free: exactly what to paste, and what is found for you
  3. 03

    Make the first call. Check before a write.

    Ask in plain words; Claude picks the action. Before anything changes, check validates the call and prices it, for free.

    do    { action: "salesforce_service.knowledge.articles_list" }# list published knowledge articles · read · 1 upstream callcheck { action: "salesforce_service.cases.create", input: { … } }# free: inputs, permissions, cost and confirmations, nothing sent

Salesforce Service Cloud at a glance

Sign-in
OAuth 2.0, authorization code with PKCE. You register your own OAuth app with Salesforce Service Cloud, an admin signs in once, and you paste the app's client id and secret and the tokens from that sign-in; actionlake renews the access token from then on.
You provide
access_tokenrefresh_tokenclient_idclient_secret
Setup fields
instance_host
Limits we pace to
100,000 calls a day, per connection
API covered
Salesforce Service Cloud API 62.0, at your Salesforce Service Cloud instance's API base URL, which you enter when connecting (path /services/data/v62.0)
Built from
Salesforce Service Cloud's documentation, read 8 September 2026developer.salesforce.com
Service file
Version 1.1.0, signed (Ed25519)
Cached reads
109 of 109 reads, for up to an hour; a write clears what it affects
Ready-made plans
8 in the store
Shared entities
9, so ask can line Salesforce Service Cloud up with your other systems
Data
Processed and stored in Sydney, Australia. No US region yet

Capabilities

What an AI agent can do in Salesforce Service Cloud.

196 actions in 8 areas. Every one carries its effect, so a key can allow the reads and hold the rest.

  • 109readlook, never change
  • 64writecreate and update
  • 23destructivewait for a confirmation

  1. Ticketing

    63

    34 read · 23 write · 6 destructive

    Run a Case list view · Create a Salesforce case · Create a Salesforce case from a raw field map · List Salesforce case records

  2. Fieldservice

    35

    14 read · 14 write · 7 destructive

    Create a Salesforce service appointment · List Salesforce service appointment records · Get one Salesforce service appointment · Update a Salesforce service appointment

  3. Entitlements

    29

    16 read · 9 write · 4 destructive

    List Salesforce service contract records · Create a Salesforce entitlement · Create a Salesforce service contract · Get one Salesforce entitlement

  4. Knowledge

    24

    17 read · 5 write · 2 destructive

    Create a Salesforce Lightning Knowledge article version · Create a Salesforce solution · List published knowledge articles · Search knowledge articles with SOSL

  5. Support

    16

    8 read · 6 write · 2 destructive

    Create a Salesforce quick text · Update a Salesforce quick text · Create a Salesforce business hours record · Create a Salesforce holiday

  6. Messaging

    13

    10 read · 3 write · 0 destructive

    Get one Salesforce live chat visitor · Get one Salesforce messaging end user · Update a Salesforce messaging end user · Get one Salesforce live chat transcript

  7. Email

    10

    4 read · 4 write · 2 destructive

    Send an email from a case · List Salesforce case email message records · Get one Salesforce case email message · Create a Salesforce case email message

  8. Customers

    6

    6 read · 0 write · 0 destructive

    Get one Salesforce user · Get one Salesforce contact · List Salesforce user records · Get one Salesforce account

Top actions

The Salesforce Service Cloud API, shaped for agents.

The ids your agent types, what each does, and the one name it shares with other systems. 109 of Salesforce Service Cloud's 143 action names are shared with at least one other connector, so an agent learns them once.

ActionWhat it doesEffectSame name in
salesforce_service.cases.list_view_resultsRun a Case list viewThe rows one saved Case list view returns, as the console shows them.readservice.ticket.list56 connectors
salesforce_service.cases.createCreate a Salesforce caseInsert one Case record. Returns its new id.writeservice.ticket.create54 connectors
salesforce_service.case_comments.createCreate a Salesforce case commentInsert one CaseComment record. Returns its new id.writeservice.ticket_note.create24 connectors
salesforce_service.service_contracts.listList Salesforce service contract recordsQuery ServiceContract records with SOQL, narrowed by an optional WHERE clause.readservice.contract.query3 connectors
salesforce_service.entitlements.createCreate a Salesforce entitlementInsert one Entitlement record. Returns its new id.writeservice.contract.create19 connectors
salesforce_service.service_appointments.createCreate a Salesforce service appointmentInsert one ServiceAppointment record. Returns its new id.writeservice.service_appointment.create13 connectors
salesforce_service.service_appointments.listList Salesforce service appointment recordsQuery ServiceAppointment records with SOQL, narrowed by an optional WHERE clause.readservice.service_appointment.query2 connectors
salesforce_service.cases.deleteDelete a Salesforce caseDelete one Case record into the Recycle Bin.destructiveservice.ticket.delete42 connectors
salesforce_service.users.getGet one Salesforce userFetch a single User record by its Salesforce id.readidentity.user.get399 connectors
salesforce_service.solutions.createCreate a Salesforce solutionInsert one Solution record. Returns its new id.writeknowledge.article.create28 connectors
salesforce_service.knowledge_articles.createCreate a Salesforce Lightning Knowledge article versionInsert one Knowledge__kav record. Returns its new id.writeknowledge.article.create28 connectors
salesforce_service.case_comments.listList Salesforce case comment recordsQuery CaseComment records with SOQL, narrowed by an optional WHERE clause.readthis connector

Try it

Prompts to paste into Claude.

Each one names the Salesforce Service Cloud actions it will call, so you know what it reads and what it changes before you send it.

  1. Readread

    Which Salesforce Service Cloud tickets have been open the longest? Show me the ten oldest with their status.

    callssalesforce_service.cases.list

  2. Planwrite

    Raise a work order and schedule a field visit for a case in Salesforce Service Cloud.

    callssalesforce_service.cases.getsalesforce_service.work_types.getsalesforce_service.work_orders.createsalesforce_service.work_order_line_items.createsalesforce_service.service_appointments.create+1 more

  3. Planwrite

    Close resolved cases and attach the solution used in Salesforce Service Cloud. Ask me before anything is sent or changed.

    callssalesforce_service.cases.listsalesforce_service.case_solutions.createsalesforce_service.case_comments.createsalesforce_service.cases.close

  4. Writewrite

    Create a Salesforce case in Salesforce Service Cloud. Show me exactly what you will send before you save it.

    callssalesforce_service.cases.create

  5. Across systemsread

    For each customer, how many tickets are in Salesforce Service Cloud and how many invoices in ConnectWise PSA?

    callssalesforce_service.cases.listconnectwise_manage.invoices.list

Across your systems

Salesforce Service Cloud, joined to the rest of your business.

One ask fetches from Salesforce Service Cloud and another system, joins the rows on the same customer on our side, and hands your agent the answer, not every row.

  • For each customer, how many tickets are in Salesforce Service Cloud and how many invoices in ConnectWise PSA?

    salesforce_service.cases.list + connectwise_manage.invoices.list, on crm.company · ConnectWise PSA

  • For each customer, how many tickets are in Salesforce Service Cloud and how many invoices in NetSuite?

    salesforce_service.cases.list + netsuite.views.invoices, on crm.company · NetSuite

Also mapped by other connectorsidentity.user 517crm.company 227crm.contact 192service.ticket 62knowledge.article 22service.contract 20comm.email 15service.service_appointment 9
ask
ask {  intent: "for each customer, how many tickets are in Salesforce Service Cloud and how many invoices in ConnectWise PSA",  steps: [    { action: "salesforce_service.cases.list", as: "tix", input: {}, limit: 100, max_pages: 5 },    { action: "connectwise_manage.invoices.list", as: "inv", input: {}, limit: 100, max_pages: 5 },    { join: {        left: "tix",        right: "inv",        on: "crm.company",        group_by: "tix.company_name",        select: ["tix.company_name", "count(tix.id) as tickets", "count(inv.id) as invoices"]    } }  ]}
Example. Run it through check first: it validates the steps and prices them, and it is free.

The plan store

Ready-made plans for Salesforce Service Cloud.

8 plans in the store. Install one and your agent runs it by name; the reply says which connections are still missing. A schedule can run a plan on a timetable. There are no triggers or webhooks, by design.

  1. Daily case load report by status and owner

    Use it when Someone asks how the support queue looks right now, or wants the daily support numbers.

    Effect
    read
    Steps
    4
    Install
    salesforce_service-daily-case-load-report

  2. Triage new cases and attach suggested knowledge articles

    Use it when A support queue has unworked new cases and you want each one annotated with the knowledge article Salesforce thinks answers it.

    Effect
    write
    Steps
    2 · loops
    Install
    salesforce_service-triage-new-cases-with-suggested-articles

  3. Close resolved cases and attach the solution used

    Use it when Resolved cases are sitting open past their grace window and you want them closed with a solution attached.

    A person decidesClose number of items resolved cases and attach solution solution id to each.

    Effect
    write
    Steps
    4 · loops
    Needs
    solution id
    Install
    salesforce_service-close-resolved-cases-with-solution

  4. Escalate aging high priority cases after approval

    Use it when High priority cases are aging past their target and you want them escalated and reassigned in one pass with a human sign off.

    A person decidesEscalate number of items aging high priority cases and reassign them to the escalation owner.

    Effect
    write
    Steps
    4 · loops
    Needs
    escalation owner id
    Install
    salesforce_service-escalate-aging-high-priority-cases

  5. Open a case from a customer email and acknowledge it

    Use it when A customer has emailed support and you want a properly entitled case opened and acknowledged in one step.

    Effect
    write
    Steps
    4
    Needs
    account id, contact id, subject, body and customer email
    Install
    salesforce_service-open-case-from-customer-email

  6. Draft and publish a knowledge article after review

    Use it when Support has a repeat question with no article and you want one drafted, reviewed and published.

    A person decidesPublish knowledge article 'title' to the public knowledge base.

    Effect
    write
    Steps
    5
    Needs
    title and summary
    Install
    salesforce_service-publish-knowledge-article

  7. Raise a work order and schedule a field visit for a case

    Use it when A case cannot be fixed remotely and you need a work order and a booked field appointment created against it.

    Effect
    write
    Steps
    6
    Needs
    case id, work type id, start time and end time
    Install
    salesforce_service-schedule-field-visit-for-case

  8. Review and delete cases marked as spam

    Use it when Junk or spam cases have accumulated in the queue and you want them reviewed and permanently removed.

    A person decidesPermanently delete number of items cases matched as spam. This cannot be undone.

    Effect
    destructive
    Steps
    4 · loops
    Install
    salesforce_service-purge-spam-cases
install a plan
account { op: "plans.install", slug: "salesforce_service-daily-case-load-report" }
# then ask for it by name; a schedule can run it on a timetable

Governance for Salesforce Service Cloud

Destructive actions wait for a yes.

23 Salesforce Service Cloud actions are destructive. These are all of them:

  • Delete a Salesforce casesalesforce_service.cases.delete
  • Delete a Salesforce entitlementsalesforce_service.entitlements.delete
  • Delete a Salesforce service contractsalesforce_service.service_contracts.delete
  • Delete a Salesforce service appointmentsalesforce_service.service_appointments.delete
  • Delete a Salesforce case commentsalesforce_service.case_comments.delete
  • Delete a Salesforce solutionsalesforce_service.solutions.delete
  • Delete a Salesforce Lightning Knowledge article versionsalesforce_service.knowledge_articles.delete
  • Delete a Salesforce quick textsalesforce_service.quick_texts.delete
  • Delete a Salesforce case email messagesalesforce_service.email_messages.delete
  • Delete a Salesforce contract line itemsalesforce_service.contract_line_items.delete
  • Delete a Salesforce holidaysalesforce_service.holidays.delete
  • Delete a Salesforce work typesalesforce_service.work_types.delete
  • Delete a Salesforce operating hours recordsalesforce_service.operating_hours.delete
  • Delete a Salesforce service resourcesalesforce_service.service_resources.delete
  • Delete a Salesforce work ordersalesforce_service.work_orders.delete
  • Delete a Salesforce case sharing rulesalesforce_service.case_shares.delete
  • Delete a Salesforce case contact rolesalesforce_service.case_contact_roles.delete
  • Delete a Salesforce entitlement contactsalesforce_service.entitlement_contacts.delete
  • Delete a Salesforce email message relationsalesforce_service.email_message_relations.delete
  • Delete a Salesforce work order line itemsalesforce_service.work_order_line_items.delete
  • Delete a Salesforce case-solution linksalesforce_service.case_solutions.delete
  • Delete a Salesforce case team membersalesforce_service.case_team_members.delete
  • Delete a Salesforce service territorysalesforce_service.service_territories.delete

A destructive action runs only with confirm: true. Under the human policy the agent cannot confirm for itself: the run stops until a named person approves, in the console or from a signed link in an email. The cap on a key is refused before the call is sent, never after.

dosalesforce_service.cases.deleteconfirm_policy: human

Delete a Salesforce case?

intent: the user asked me to delete a Salesforce case

run suspended · waiting for a named person · key salesforce-service-agent cannot confirm itself
In the console, or from an emailed signed link.
a key for this connector
account {  op: "keys.create", name: "salesforce-service-agent",  allowed_actions: ["salesforce_service.*"], cap_calls: 2000,  confirm_policy: "human_for_writes",  approval_rules: [    { match: "salesforce_service.cases.delete", approver: "[email protected]" },    { match: "salesforce_service.entitlements.delete", approver: "[email protected]" },    { match: "salesforce_service.service_contracts.delete", approver: "[email protected]" }  ]}
Illustrative. Scoped to Salesforce Service Cloud only, capped at 2,000 upstream calls, every write confirmed, and the destructive ones approved by a named person.

Cost

What Salesforce Service Cloud costs on actionlake.

Every Salesforce Service Cloud action is one upstream call, the only thing actionlake bills. Searching, check, cost, account and any call Salesforce Service Cloud refused with 401, 403, 429 or a 5xx are free. Paid plans start at US$49 a month for 250,000 calls, with overage from US$0.30 down to US$0.18 per 1,000.

  • 1upstream call per actionall 196 Salesforce Service Cloud actions
  • 196actions pageeach page of a long list is one call
  • 109reads can be cacheda cache hit costs nothing
  • 100,000calls a month, freepaid plans from US$49 a month for 250,000

See pricing

Action index

Every Salesforce Service Cloud action.

196 actions by area: the id your agent calls, what it does, and its effect.

Ticketing63
  • salesforce_service.case_comments.createCreate a Salesforce case commentwrite
  • salesforce_service.case_comments.deleteDelete a Salesforce case commentdestructive
  • salesforce_service.case_comments.getGet one Salesforce case commentread
  • salesforce_service.case_comments.listList Salesforce case comment recordsread
  • salesforce_service.case_comments.updateUpdate a Salesforce case commentwrite
  • salesforce_service.case_contact_roles.createCreate a Salesforce case contact rolewrite
  • salesforce_service.case_contact_roles.deleteDelete a Salesforce case contact roledestructive
  • salesforce_service.case_contact_roles.getGet one Salesforce case contact roleread
  • salesforce_service.case_contact_roles.listList Salesforce case contact role recordsread
  • salesforce_service.case_contact_roles.updateUpdate a Salesforce case contact rolewrite
  • salesforce_service.case_history.getGet one Salesforce case field history entryread
  • salesforce_service.case_history.listList Salesforce case field history entry recordsread
  • salesforce_service.case_shares.createCreate a Salesforce case sharing rulewrite
  • salesforce_service.case_shares.deleteDelete a Salesforce case sharing ruledestructive
  • salesforce_service.case_shares.getGet one Salesforce case sharing ruleread
  • salesforce_service.case_shares.listList Salesforce case sharing rule recordsread
  • salesforce_service.case_shares.updateUpdate a Salesforce case sharing rulewrite
  • salesforce_service.case_solutions.createCreate a Salesforce case-solution linkwrite
  • salesforce_service.case_solutions.deleteDelete a Salesforce case-solution linkdestructive
  • salesforce_service.case_solutions.getGet one Salesforce case-solution linkread
  • salesforce_service.case_solutions.listList Salesforce case-solution link recordsread
  • salesforce_service.case_statuses.getGet one Salesforce case status valueread
  • salesforce_service.case_statuses.listList Salesforce case status value recordsread
  • salesforce_service.case_team_members.createCreate a Salesforce case team memberwrite
  • salesforce_service.case_team_members.deleteDelete a Salesforce case team memberdestructive
  • salesforce_service.case_team_members.getGet one Salesforce case team memberread
  • salesforce_service.case_team_members.listList Salesforce case team member recordsread
  • salesforce_service.case_team_members.updateUpdate a Salesforce case team memberwrite
  • salesforce_service.case_team_roles.getGet one Salesforce case team roleread
  • salesforce_service.case_team_roles.listList Salesforce case team role recordsread
  • salesforce_service.case_team_template_members.getGet one Salesforce predefined case team memberread
  • salesforce_service.case_team_template_members.listList Salesforce predefined case team member recordsread
  • salesforce_service.case_team_templates.getGet one Salesforce predefined case teamread
  • salesforce_service.case_team_templates.listList Salesforce predefined case team recordsread
  • salesforce_service.cases.approval_decisionApprove or reject a case approvalwrite
  • salesforce_service.cases.approvals_pendingList pending approval work itemsread
  • salesforce_service.cases.assign_ownerAssign a Salesforce case to an ownerwrite
  • salesforce_service.cases.closeClose a Salesforce casewrite
  • salesforce_service.cases.compact_layoutsGet the Case compact layoutsread
  • salesforce_service.cases.createCreate a Salesforce casewrite
  • salesforce_service.cases.create_bulkCreate up to 200 Salesforce cases at oncewrite
  • salesforce_service.cases.create_rawCreate a Salesforce case from a raw field mapwrite
  • salesforce_service.cases.deleteDelete a Salesforce casedestructive
  • salesforce_service.cases.describeDescribe the Case objectread
  • salesforce_service.cases.escalateEscalate a Salesforce casewrite
  • salesforce_service.cases.feedList a case's feed itemsread
  • salesforce_service.cases.feed_comment_createComment on a case feed itemwrite
  • salesforce_service.cases.feed_commentsList comments on a case feed itemread
  • salesforce_service.cases.feed_postPost to a case feedwrite
  • salesforce_service.cases.getGet one Salesforce caseread
  • salesforce_service.cases.layoutsGet the Case page layoutsread
  • salesforce_service.cases.listList Salesforce case recordsread
  • salesforce_service.cases.list_view_resultsRun a Case list viewread
  • salesforce_service.cases.list_viewsList the saved Case list viewsread
  • salesforce_service.cases.quick_actions_listList quick actions available on Caseread
  • salesforce_service.cases.searchSearch cases with SOSLread
  • salesforce_service.cases.stats_by_ownerCount open cases grouped by ownerread
  • salesforce_service.cases.stats_by_statusCount cases grouped by statusread
  • salesforce_service.cases.submit_for_approvalSubmit a case for approvalwrite
  • salesforce_service.cases.updateUpdate a Salesforce casewrite
  • salesforce_service.cases.update_bulkUpdate up to 200 Salesforce cases at oncewrite
  • salesforce_service.cases.update_rawUpdate a Salesforce case from a raw field mapwrite
  • salesforce_service.cases.upsertUpsert a Salesforce case by external idwrite
Fieldservice35
  • salesforce_service.operating_hours.createCreate a Salesforce operating hours recordwrite
  • salesforce_service.operating_hours.deleteDelete a Salesforce operating hours recorddestructive
  • salesforce_service.operating_hours.getGet one Salesforce operating hours recordread
  • salesforce_service.operating_hours.listList Salesforce operating hours record recordsread
  • salesforce_service.operating_hours.updateUpdate a Salesforce operating hours recordwrite
  • salesforce_service.service_appointments.createCreate a Salesforce service appointmentwrite
  • salesforce_service.service_appointments.deleteDelete a Salesforce service appointmentdestructive
  • salesforce_service.service_appointments.getGet one Salesforce service appointmentread
  • salesforce_service.service_appointments.listList Salesforce service appointment recordsread
  • salesforce_service.service_appointments.updateUpdate a Salesforce service appointmentwrite
  • salesforce_service.service_resources.createCreate a Salesforce service resourcewrite
  • salesforce_service.service_resources.deleteDelete a Salesforce service resourcedestructive
  • salesforce_service.service_resources.getGet one Salesforce service resourceread
  • salesforce_service.service_resources.listList Salesforce service resource recordsread
  • salesforce_service.service_resources.updateUpdate a Salesforce service resourcewrite
  • salesforce_service.service_territories.createCreate a Salesforce service territorywrite
  • salesforce_service.service_territories.deleteDelete a Salesforce service territorydestructive
  • salesforce_service.service_territories.getGet one Salesforce service territoryread
  • salesforce_service.service_territories.listList Salesforce service territory recordsread
  • salesforce_service.service_territories.updateUpdate a Salesforce service territorywrite
  • salesforce_service.work_order_line_items.createCreate a Salesforce work order line itemwrite
  • salesforce_service.work_order_line_items.deleteDelete a Salesforce work order line itemdestructive
  • salesforce_service.work_order_line_items.getGet one Salesforce work order line itemread
  • salesforce_service.work_order_line_items.listList Salesforce work order line item recordsread
  • salesforce_service.work_order_line_items.updateUpdate a Salesforce work order line itemwrite
  • salesforce_service.work_orders.createCreate a Salesforce work orderwrite
  • salesforce_service.work_orders.deleteDelete a Salesforce work orderdestructive
  • salesforce_service.work_orders.getGet one Salesforce work orderread
  • salesforce_service.work_orders.listList Salesforce work order recordsread
  • salesforce_service.work_orders.updateUpdate a Salesforce work orderwrite
  • salesforce_service.work_types.createCreate a Salesforce work typewrite
  • salesforce_service.work_types.deleteDelete a Salesforce work typedestructive
  • salesforce_service.work_types.getGet one Salesforce work typeread
  • salesforce_service.work_types.listList Salesforce work type recordsread
  • salesforce_service.work_types.updateUpdate a Salesforce work typewrite
Entitlements29
  • salesforce_service.case_milestones.completeComplete a case milestonewrite
  • salesforce_service.case_milestones.getGet one Salesforce case milestoneread
  • salesforce_service.case_milestones.listList Salesforce case milestone recordsread
  • salesforce_service.case_milestones.openList open milestones breaching or dueread
  • salesforce_service.case_milestones.updateUpdate a Salesforce case milestonewrite
  • salesforce_service.contract_line_items.createCreate a Salesforce contract line itemwrite
  • salesforce_service.contract_line_items.deleteDelete a Salesforce contract line itemdestructive
  • salesforce_service.contract_line_items.getGet one Salesforce contract line itemread
  • salesforce_service.contract_line_items.listList Salesforce contract line item recordsread
  • salesforce_service.contract_line_items.updateUpdate a Salesforce contract line itemwrite
  • salesforce_service.entitlement_contacts.createCreate a Salesforce entitlement contactwrite
  • salesforce_service.entitlement_contacts.deleteDelete a Salesforce entitlement contactdestructive
  • salesforce_service.entitlement_contacts.getGet one Salesforce entitlement contactread
  • salesforce_service.entitlement_contacts.listList Salesforce entitlement contact recordsread
  • salesforce_service.entitlements.check_caseFind the entitlements covering a case's accountread
  • salesforce_service.entitlements.createCreate a Salesforce entitlementwrite
  • salesforce_service.entitlements.deleteDelete a Salesforce entitlementdestructive
  • salesforce_service.entitlements.getGet one Salesforce entitlementread
  • salesforce_service.entitlements.listList Salesforce entitlement recordsread
  • salesforce_service.entitlements.updateUpdate a Salesforce entitlementwrite
  • salesforce_service.milestone_types.getGet one Salesforce milestone typeread
  • salesforce_service.milestone_types.listList Salesforce milestone type recordsread
  • salesforce_service.service_contracts.createCreate a Salesforce service contractwrite
  • salesforce_service.service_contracts.deleteDelete a Salesforce service contractdestructive
  • salesforce_service.service_contracts.getGet one Salesforce service contractread
  • salesforce_service.service_contracts.listList Salesforce service contract recordsread
  • salesforce_service.service_contracts.updateUpdate a Salesforce service contractwrite
  • salesforce_service.sla_processes.getGet one Salesforce entitlement (SLA) processread
  • salesforce_service.sla_processes.listList Salesforce entitlement (SLA) process recordsread
Knowledge24
  • salesforce_service.cases.suggested_articlesSuggest knowledge articles for a caseread
  • salesforce_service.knowledge.article_detailGet a published knowledge article's detailsread
  • salesforce_service.knowledge.articles_listList published knowledge articlesread
  • salesforce_service.knowledge.data_category_detailGet one data category and its childrenread
  • salesforce_service.knowledge.data_category_groupsList data category groupsread
  • salesforce_service.knowledge.searchSearch knowledge articles with SOSLread
  • salesforce_service.knowledge.suggested_titlesSuggest article titles for a search phraseread
  • salesforce_service.knowledge_article_versions.getGet one Salesforce knowledge article versionread
  • salesforce_service.knowledge_article_versions.listList Salesforce knowledge article version recordsread
  • salesforce_service.knowledge_article_view_stats.getGet one Salesforce knowledge article view statisticread
  • salesforce_service.knowledge_article_view_stats.listList Salesforce knowledge article view statistic recordsread
  • salesforce_service.knowledge_article_vote_stats.getGet one Salesforce knowledge article vote statisticread
  • salesforce_service.knowledge_article_vote_stats.listList Salesforce knowledge article vote statistic recordsread
  • salesforce_service.knowledge_articles.createCreate a Salesforce Lightning Knowledge article versionwrite
  • salesforce_service.knowledge_articles.deleteDelete a Salesforce Lightning Knowledge article versiondestructive
  • salesforce_service.knowledge_articles.getGet one Salesforce Lightning Knowledge article versionread
  • salesforce_service.knowledge_articles.listList Salesforce Lightning Knowledge article version recordsread
  • salesforce_service.knowledge_articles.publishPublish a knowledge article versionwrite
  • salesforce_service.knowledge_articles.updateUpdate a Salesforce Lightning Knowledge article versionwrite
  • salesforce_service.solutions.createCreate a Salesforce solutionwrite
  • salesforce_service.solutions.deleteDelete a Salesforce solutiondestructive
  • salesforce_service.solutions.getGet one Salesforce solutionread
  • salesforce_service.solutions.listList Salesforce solution recordsread
  • salesforce_service.solutions.updateUpdate a Salesforce solutionwrite
Support16
  • salesforce_service.business_hours.createCreate a Salesforce business hours recordwrite
  • salesforce_service.business_hours.describeDescribe the BusinessHours objectread
  • salesforce_service.business_hours.getGet one Salesforce business hours recordread
  • salesforce_service.business_hours.listList Salesforce business hours record recordsread
  • salesforce_service.business_hours.updateUpdate a Salesforce business hours recordwrite
  • salesforce_service.holidays.createCreate a Salesforce holidaywrite
  • salesforce_service.holidays.deleteDelete a Salesforce holidaydestructive
  • salesforce_service.holidays.getGet one Salesforce holidayread
  • salesforce_service.holidays.listList Salesforce holiday recordsread
  • salesforce_service.holidays.updateUpdate a Salesforce holidaywrite
  • salesforce_service.quick_texts.createCreate a Salesforce quick textwrite
  • salesforce_service.quick_texts.deleteDelete a Salesforce quick textdestructive
  • salesforce_service.quick_texts.getGet one Salesforce quick textread
  • salesforce_service.quick_texts.listList Salesforce quick text recordsread
  • salesforce_service.quick_texts.updateUpdate a Salesforce quick textwrite
  • salesforce_service.support.embedded_service_configGet an Embedded Service deployment's configurationread
Messaging13
  • salesforce_service.live_chat_transcripts.getGet one Salesforce live chat transcriptread
  • salesforce_service.live_chat_transcripts.listList Salesforce live chat transcript recordsread
  • salesforce_service.live_chat_transcripts.updateUpdate a Salesforce live chat transcriptwrite
  • salesforce_service.live_chat_visitors.getGet one Salesforce live chat visitorread
  • salesforce_service.live_chat_visitors.listList Salesforce live chat visitor recordsread
  • salesforce_service.messaging_channels.getGet one Salesforce messaging channelread
  • salesforce_service.messaging_channels.listList Salesforce messaging channel recordsread
  • salesforce_service.messaging_end_users.getGet one Salesforce messaging end userread
  • salesforce_service.messaging_end_users.listList Salesforce messaging end user recordsread
  • salesforce_service.messaging_end_users.updateUpdate a Salesforce messaging end userwrite
  • salesforce_service.messaging_sessions.getGet one Salesforce messaging sessionread
  • salesforce_service.messaging_sessions.listList Salesforce messaging session recordsread
  • salesforce_service.messaging_sessions.updateUpdate a Salesforce messaging sessionwrite
Email10
  • salesforce_service.email_message_relations.createCreate a Salesforce email message relationwrite
  • salesforce_service.email_message_relations.deleteDelete a Salesforce email message relationdestructive
  • salesforce_service.email_message_relations.getGet one Salesforce email message relationread
  • salesforce_service.email_message_relations.listList Salesforce email message relation recordsread
  • salesforce_service.email_messages.createCreate a Salesforce case email messagewrite
  • salesforce_service.email_messages.deleteDelete a Salesforce case email messagedestructive
  • salesforce_service.email_messages.getGet one Salesforce case email messageread
  • salesforce_service.email_messages.listList Salesforce case email message recordsread
  • salesforce_service.email_messages.sendSend an email from a casewrite
  • salesforce_service.email_messages.updateUpdate a Salesforce case email messagewrite
Customers6
  • salesforce_service.accounts.getGet one Salesforce accountread
  • salesforce_service.accounts.listList Salesforce account recordsread
  • salesforce_service.contacts.getGet one Salesforce contactread
  • salesforce_service.contacts.listList Salesforce contact recordsread
  • salesforce_service.users.getGet one Salesforce userread
  • salesforce_service.users.listList Salesforce user recordsread

Questions

The Salesforce Service Cloud MCP server, answered.

Is there a Salesforce Service Cloud MCP server for Claude?

Yes. actionlake is an MCP gateway: a remote MCP server that gives Claude, or another MCP client, 196 Salesforce Service Cloud actions across ticketing, fieldservice, entitlements and knowledge, through the same eight tools it uses for every other connector. actionlake is independent; it is not made or endorsed by Salesforce Service Cloud.

What do I need to connect Salesforce Service Cloud?

Your own Salesforce Service Cloud OAuth app, registered with Salesforce Service Cloud (its client id and client secret), and the access and refresh tokens from one admin sign-in. actionlake has no Salesforce Service Cloud app of its own, so this is not a one-step consent. actionlake renews the access token as it expires. Plus your instance host. The free call account { op: "connections.requirements", service: "salesforce_service" } lists exactly what to paste.

Can an AI agent delete or change things in Salesforce Service Cloud?

Only if its key allows it, and only with an explicit confirmation. 23 Salesforce Service Cloud actions are destructive, including delete a Salesforce case, delete a Salesforce entitlement and delete a Salesforce service contract. Each runs only with confirm: true. Under the human confirm policy, or an approval rule on the key, the run waits until a named person approves it.

Will an AI agent use up my Salesforce Service Cloud API limit?

actionlake paces every call to the limits in the Salesforce Service Cloud service file: 100,000 calls a day per connection. Repeated reads are answered from cache (109 Salesforce Service Cloud actions can be), which never reaches Salesforce Service Cloud.

What does a Salesforce Service Cloud action cost?

One upstream call, the only unit actionlake bills. A list that pages bills one call per page (196 Salesforce Service Cloud actions page). Cache hits, searches, dry runs and calls Salesforce Service Cloud refused with 401, 403, 429 or a 5xx are free. The Free plan includes 100,000 calls a month with no card. Paid plans start at US$49 a month for 250,000 calls, with overage from US$0.30 down to US$0.18 per 1,000.

Which Salesforce Service Cloud API does it cover?

The Salesforce Service Cloud API 62.0 at your Salesforce Service Cloud instance's API base URL, which you enter when connecting (path /services/data/v62.0). It is built from Salesforce Service Cloud's documentation as read on 8 September 2026. 196 actions in 8 areas, each one in the signed service file (version 1.1.0).

Can I combine Salesforce Service Cloud with my other systems?

Yes. ask joins Salesforce Service Cloud to ConnectWise PSA or NetSuite on the same customer and returns the answer rather than every row. Salesforce Service Cloud maps crm.company, which 227 other connectors also map.

Does actionlake keep my Salesforce Service Cloud data, and where?

actionlake processes and stores data in Sydney, Australia; there is no US region yet. Reads may be cached for up to an hour, and a write clears the reads it affects. Each run's request and response is kept, sealed, for your plan's trace window: 1 day on Free, 3 days on Starter, 7 days on Pro, 14 days on Team, 30 days on Business and 30 days on Enterprise. Your Salesforce Service Cloud credential is sealed under your tenant's key, never logged and never returned. Your traffic is not used to train models.

Which AI clients can use it?

Claude Code, tested by us end to end, and the Claude app as a custom connector, tested by us with an existing key. Other MCP clients that support remote servers over Streamable HTTP (MCP revisions 2025-06-18 and 2025-11-25) and OAuth dynamic client registration, or a bearer header, should connect the same way; we have not tested them. Or plain REST, under the same action names.

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actionlake is independent. It is not made or endorsed by Salesforce Service Cloud; the name is the vendor's own. Counts are from the Salesforce Service Cloud service file, version 1.1.0.

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Start free - 100,000 calls/month, no card. No signup. Hard caps on every key. Cached answers are free.