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Clientell AI MCP / Claude Cowork

How do I connect Claude Cowork to Salesforce?

To connect Claude Cowork to the Clientell AI MCP (Model Context Protocol) server, open Customize, then Connectors, and add a custom connector with the URL https://mcp.clientell.ai/mcp. Under request headers, add Authorization with the value Bearer <YOUR_TOKEN>. Cowork has no config file for this, so the steps are all in the app.

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Install steps

How do you add the connector?

Cowork adds a custom connector inside the app. You do not edit a file.

  1. Open Customize, then Connectors, and choose to add a custom connector.
  2. Enter the server URL: https://mcp.clientell.ai/mcp
  3. Under request headers, add a header named Authorization with the value Bearer <YOUR_TOKEN>. Include the word Bearer and a space, because Claude sends the value exactly as you type it.
  4. Click Add.

You get the token in the Clientell AI web app after you start the trial. It is a workspace credential, not a Salesforce one.

Teams

Who can add it on a Team or Enterprise plan?

On a Team plan only Owners and Primary Owners can add a connector. On Enterprise, owners and people with a custom role that includes Manage access to Libraries can. They go to Organization settings, then Connectors, choose Add, hover over Custom, and pick Web. Members then open Customize, Connectors, find the connector and click Connect. Claude’s custom connector guide has the full list, and the menu names have moved before, so check it if yours differ.

One thing to decide before an owner adds it. A request header is a fixed credential, and members do not set their own. As Claude describes it, everyone on that connector shares the one token. If you want a token per person, each person adds their own connector on a plan that allows it.

First prompt

What should you ask first?

Ask a question you can check against the org in a minute. This is an example prompt, not a saved run.

Cowork prompt
Which Flows, Apex triggers and validation rules reference Opportunity.Amount?
List each one by name and say which are active. Do not suggest any change.

Cowork should call a tool on the clientell connector and list dependents by name. If the answer is marked truncated, narrow the question. Clientell AI asks before it changes anything in production, and the first use for this connector is finding out what a change touches before you make it.

Known issues

Why does the connector fail or return nothing?

The connector was added but every call is rejected
What it means

The Authorization header is missing, has no Bearer word, or has a stray space at one end.

Fix

Remove the connector and add it again with a clean paste. Claude sends the header value exactly as typed.

The Add button is missing, or you hit a connector limit
What it means

Your plan or role does not allow custom connectors, or a free account already has its one.

Fix

On Team and Enterprise plans an owner has to add it. On a free plan you are limited to one custom connector.

Cowork connects, but Salesforce sign-in fails
What it means

That is the second connection, between Clientell AI and your org.

Fix

Match the Salesforce error to a cause on why you cannot connect Claude, Cursor or Codex to Salesforce.

FAQ

Questions people ask.

Where do I add a custom connector in Claude Cowork?

Open Customize, then Connectors, and choose to add a custom connector. On Team and Enterprise plans an owner adds it under Organization settings, Connectors, and members then connect it from Customize, Connectors.

Why does the connector need a request header?

The Clientell AI MCP server reads a bearer token from the Authorization header. Add a header named Authorization with the value Bearer, a space, and your token. Claude sends the value exactly as you type it.

Is there a limit on custom connectors?

Claude's help page says free users are limited to one custom connector. Plan rules change, so check that page for your plan.

Is Claude Desktop set up the same way?

Claude Desktop reads a JSON file instead. The block for claude_desktop_config.json is in the Clientell AI MCP documentation, under other clients.

Keep going

Related pages.

Sources: Claude help, custom connectors with remote MCP (checked 4 Nov 2026), Clientell AI MCP documentation. Last reviewed November 2026.