AI Connectivity

Configure an MCP workflow around the task, data, and identity it needs. These guides explain live and retained-data paths, client setup, tool scope, and operational validation.

Choose the data path

Decide whether the task requires live records, retained history, or both. Configure database access only where the workflow needs it.

Set the access boundary

Document the connection identity, allowed data, and tool operations. Review source and retained-data permissions separately.

Test the result

Check answers against known records, exercise out-of-scope requests, and define how the connection will be monitored and reviewed.

Set up the Salesforce agent MCP server

Find your deployment guide.

Choose a product and source, then open the guide for your host and database.

8 guides for AI Connectivity / Salesforce

Windows

Host, service identity, and storage setup.

SQL Server
Embedded PostgreSQL

Linux

Runtime, network, and service operations.

SQL Server
PostgreSQL
MySQL

Docker

Image, network, and persistent storage.

SQL Server
PostgreSQL
MySQL