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Clientell MCP / Claude Code

Use Clientell MCP in Claude Code with your Salesforce org

The server is hosted, so nothing is downloaded and no process runs on your machine. In Claude Code you register it with claude mcp add-json, check it with claude mcp get, and then ask the org context graph which flows, Apex triggers and permissions touch a field, from the terminal.

Client version and last checked

Checked 28 Oct 2026 against Claude Code 2.1.312: the claude mcp add-json command and its --scope flag exist as written below. That is a check of the command, not a recorded session, and we have not published one. The other statuses and messages on this page come from our install guide.

What the MCP adds to Claude Code

Claude Code reads files. The MCP reads the org.

Claude Code can run sf commands, which tell it about one thing at a time. The org context graph is an index of names, identifiers, metadata and relationships, so a single question like “what touches this field?” can cover Flows, Apex triggers, validation rules and permissions together.

On a metadata-question benchmark, the same model’s graded score was 86.5% with the context graph against 44.2% without it. The questions and scoring are on the benchmark page.

Install config

One command to add it, one to check it.

Replace <YOUR_TOKEN> with your Clientell AI access token, keep the word Bearer and the space after it, and run this in your terminal. You get the token from the Clientell AI web app after you start the trial.

Terminal
claude mcp add-json clientell '{
  "type": "http",
  "url": "https://mcp.clientell.ai/mcp",
  "headers": { "Authorization": "Bearer <YOUR_TOKEN>" },
  "timeout": 180000
}' --scope user
What you should seeAdded HTTP MCP server clientell to user config

This means the entry was saved. It does not mean the server works. Claude Code writes the configuration without testing the URL or the token.

  • "type": "http" is required. Without it Claude Code reads the entry as a local command and skips it without a message.
  • --scope user makes the server available in every project. Scope is fixed when you add the server.
  • "timeout": 180000 raises the per-call ceiling to three minutes, because the default is 60 seconds.

Check that it connects

Terminal
claude mcp get clientell
What you should seeStatus: ✔ connected Scope: User config (available in all your projects) Type: http URL: https://mcp.clientell.ai/mcp

If something is wrong, recent versions print an Issue: line with the HTTP status and the server’s error text.

Inside a session, type /mcp to see clientell and its tools. Every connection status and the full flag-by-flag version are on the install guide. Other clients are in the documentation.

Worked prompt

Ask what breaks before you delete a field.

Start claude in any directory and type the question the way you would ask a colleague. You do not name the tool. This is the shape of the request, not a recorded result.

Claude Code prompt
What breaks if I delete Account.Custom_Segment__c? List the Flows,
Process Builder processes, Workflow Rules, Apex triggers, validation rules
and permissions that reference it, and stop before proposing any change.

What to look for in the response:

  • Claude Code calls a clientell tool, expected to be search_salesforce_metadata.
  • The answer lists dependents by name, so you can open each one before you decide.
  • If the answer says it was truncated, it is incomplete. Narrow the question and ask again.
  • Check the list against the org before you delete the field.

If you then decide to change something, Claude proposes it and runs it through your own sf CLI on your machine. For a setup that keeps project instructions in CLAUDE.md, see Claude Code for Salesforce admins.

Known issues

What the status line means.

✘ Failed to connect: HTTP 401
What it means

The token is missing, expired, or not one this server accepts.

Fix

The usual cause is a space or newline copied with the token. Claude Code warns about whitespace in headers.Authorization but sends the value as written. Remove the server, re-copy the token, add it again.

Terminal
claude mcp remove clientell -s user
MCP endpoint not found
What it means

The URL does not end in /mcp. The message reports only the hostname.

Fix

The full address is https://mcp.clientell.ai/mcp.

claude mcp list does not show the server
What it means

The entry has a url but no type, or it was added at the default scope for another directory.

Fix

Add "type": "http" and use --scope user. Remove and re-add rather than adding twice.

Calls time out after about 60 seconds
What it means

That is Claude Code's default limit and a first query on a cold org graph can pass it.

Fix

The command above sets "timeout": 180000. Values below 1000 are ignored.

Answers come from a different org than your sf default
What it means

The token decides the org. Picking an org from inside the conversation is not built yet.

Fix

Your sf default org and your Clientell AI workspace can point at different orgs. Check sf org list against the org your workspace is connected to before you act on an answer.

What it does not do

Deploys go through your CLI.

Keep your Salesforce skills and your deploy pipeline. Clientell MCP sits beside them as the part that knows the org, and it does not run the Salesforce DX server’s build and test tools. When Claude Code changes the org, it does so with sf on your terminal, and Clientell AI asks before it changes anything in production.

What gets indexed: names, identifiers, metadata and relationships. What does not: Salesforce record contents. The Salesforce connection you authorise is stored encrypted for your live reads, separate from the sf session on your terminal. Details are in the security section.

FAQ

Questions people ask.

Does Claude Code work with the Clientell AI MCP server?

Yes. The Clientell AI MCP server works in Claude Code, Claude Cowork, Codex, Cursor and VS Code. In Claude Code you register the hosted endpoint with one entry that holds your workspace token.

Does Claude Code get my Salesforce password or session?

No. The token is a credential for your Clientell AI workspace. It is not a Salesforce credential and cannot be used to reach Salesforce. You authorize Salesforce in the Clientell AI web app.

Can I use the Salesforce DX MCP server in Claude Code instead?

It reached end of life on 2 November 2026. Salesforce says the npm package stays installable and a pinned 0.30.15 setup keeps working, but nothing more ships. Salesforce points developers to skills at forcedotcom/sf-skills.

Keep going

Related pages.