Step 1: Enable MCP server in Salesforce

• Then click "Salesforce Servers" -> "Sobjects-all"

• Activate the server

Step 2: Create external app in Salesforce

• In Salesforce "Setup" -> search for "External Client App Manager" -> and click "New External Client App"

• Fill in the mandatory fields
• Enable API OAuth checkbox

Step 3: New MCP connection in Glassix

Note: for more info about Salesforce MCP configs - click here

• Navigate to Glassix settings -> AI agents -> MCP -> copy the MCP URL of Salesforce:
  https://api.salesforce.com/platform/mcp/v1/platform/sobject-all
• Now fill the inputs and paste the MCP URL-> click OAuth 2.0 -> click "Save & Connect"

• Copy the "Callback URL"

Step 4: Connecting Salesforce & Glassix

• In Salesforce: Paste the callback URL (1)
• Add scopes: refresh token + mcp_api (2)
• Copy credentials:: Click "Consumer Key and Secret" (3).
  Salesforce will send you a validation email -> after validation -> copy the ClientID + client secret (paste it in Glassix later)

• Enable this checkbox under "Security"

• Then back in Glassix paste the Client IDand client secret and copy your Salesforce hostname such as: https://orgfarm-xxxxxxxxx-dev-ed.develop.my.salesforce.com/
• Click "Authorize"

You are now connected to Salesforce via MCP

Next steps: Navigate to a chosen agent and checkout how to add MCP tools.