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How to do the enterprise level setup of Tableau MCP with Claude. Say if I have 200 claude licenses do I need to do configuration on all those 200 devices for the same site in order to have my MCP client running? @tableau AI

#Mcp #Tableau Agent #Tableau #Tableau Cloud
1 件のコメント
  1. 8月24日 18:15

    Hi Vaibhav, 

     

    You won't need to touch all 200 devices individually. You'd configure the Tableau MCP connection once, centrally, and push it out to devices via your org's device-management solution. Each user still authenticates to Tableau individually, so they'll only see the content they're already authorized for. 

    Also, for Tableau Cloud, Tableau is moving to a hosted Tableau MCP — no self-hosting or maintaining a server on your end. It uses OAuth 2.1 and is built for enterprise-scale deployment. 

    So the flow becomes: 

    Admin → Central MCP configuration → Claude users → OAuth → Tableau Cloud 

    Not 200 separate setups — one centralized config, with individual auth and permissions still intact. 

     

    Regards 

    Rajneesh 

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Connecting Salesforce to Claude AI via MCP — A Complete Developer’s Guide

 

The Model Context Protocol (MCP)

 is the key that unlocks this integration. Originally created by Anthropic, MCP is an open standard that lets AI models like Claude connect to external tools and data sources through a single, unified interface. Salesforce has embraced it wholeheartedly — and in these two videos, I will walk you through exactly how to wire it all up. 

 

Whether you want to use Salesforce's pre-built Hosted MCP Servers (Part 1) or build your own custom MCP server

 inside Salesforce with Apex classes, Flows, and Named Queries (Part 2), this guide covers it all. 

 

https://sudipta-deb.in/2026/04/connecting-salesforce-to-claude-ai-via-mcp-a-complete-developers-guide.html

 

@The Blog Group

 

#Mcp  #Salesforce Developer

2 件のコメント
  1. 6月29日 14:55

    Hi @Richa Goyal

     

    Since it works from Claude but not from Agentforce, It's better to see what each client is actually sending to the MCP server. 

     

    A few things to check:

    •  Is the Agentforce runtime user using the same auth context as Claude? 
    •  Is Agentforce passing the correct case ID/inputs? 
    •  Does the request even reach the MCP server, or does it fail before that? 
    •  Is the MCP response matching the schema Agentforce expects? 

    We've hit similar MCP interoperability issues while working on DataGrout, and comparing the request/response payloads between the two clients usually narrows it down pretty quickly.

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🔗 Just published: Agentforce Prompt Templates in MCP | Connect with Claude 

 

I'm showing you how to embed Agentforce Flex Prompt Templates directly into your MCP server, so Claude automatically picks them up every single time. 

 

This matters because: 

✓ Your AI workflows stop being one-off queries and become production systems 

✓ Standardized prompts across Salesforce + Claude mean consistency at scale 

✓ You're reducing context switching and manual prompt engineering 

 

In this video: 

🎯 Use Case I: Daily high-priority case information surfaced in real-time 

🎯 Use Case II: Dynamic account snapshots with full context 

 

If you're building Agentforce agents that talk to Claude, or running Claude with Salesforce data—this is how you scale it without reinventing prompts. 

 

Watch the full breakdown 👇 

https://youtu.be/4N5ie3vcQRc

 

 

@The Blog Group

 

🔗 Just published: Agentforce Prompt Templates in MCP | Connect with Claude I'm showing you how to embed Agentforce Flex Prompt Templates directly into your MCP server, so Claude automatically picks t

 

 

 

#Agentforce  #Prompts  #Prompt Builder  #Mcp  #Trailhead

1 件のコメント
  1. 6月3日 17:35

    This is a smart approach because embedding Agentforce Flex Prompt Templates directly into an MCP server moves AI usage from ad hoc prompting to a repeatable workflow. The biggest advantage is consistency: Claude receives the same structured instructions every time, which reduces prompt drift and makes outputs more reliable across teams.

    It’s similar to how a standardized reference, such as the china king chesaning menu, gives users a predictable experience instead of forcing them to figure things out from scratch each visit. The same principle applies here: less manual effort, fewer variations, and more dependable results at scale.

    I also like the focus on reducing context switching between Salesforce and Claude, since that’s often where productivity gets lost in real-world deployments.

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🚀 New Video: Build a Custom Salesforce MCP Server — REST Classes, Flows & Named Queries

 

Following the Headless360 announcement at Salesforce TDX 2026, the door is now wide open to build your own MCP server directly inside Salesforce — and connect it to any AI model, including Claude. 

 

In this step-by-step tutorial, I walk you through the entire setup: 

 

✅ Create an External Client App in your Salesforce Developer Org 

✅ Expose Apex REST Classes as MCP Tools 

✅ Use Salesforce Flows as MCP Tools 

✅ Leverage Apex Aura-Enabled Methods as MCP Tools 

✅ Run Named Queries as MCP Tools 

✅ Test inside VS Code — and then integrate live with Claude 

 

This is the hands-on demo that bridges the gap between the TDX announcement and what you can actually BUILD today.  

 

If you're a Salesforce developer or architect trying to understand how MCP (Model Context Protocol) fits into the Salesforce ecosystem — and how to make Claude actually talk to your org — this one is for you. 

 

🎯 What you'll walk away with: 

→ A working Salesforce MCP server you built yourself 

→ Real understanding of how each tool type (REST, Flow, Named Query) behaves inside an MCP context 

→ Confidence to extend this to your own Agentforce and automation scenarios 

 

🔗 Watch here:

https://youtu.be/HD346NeqFtE

🚀 New Video: Build a Custom Salesforce MCP Server — REST Classes, Flows & Named Queries Following the Headless360 announcement at Salesforce TDX 2026, the door is now wide open to build your own MCP

 

#Agentforce  #Apex  #Mcp

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Configure Salesforce MCP Servers with Claude AI 

 

This video shows how to use a Salesforce-hosted MCP server with Claude. It's a step-by-step guide for developers looking to integrate cloud computing solutions. You will learn how to set up an external client app within your Salesforce developer org, making it easier to leverage the Salesforce platform. 

 

Link:

https://youtu.be/we8QVB0smRY

 

 

@The Blog GroupConfigure Salesforce MCP Servers with Claude AI This video shows how to use a Salesforce-hosted MCP server with Claude.

 

 

 

#Mcp  #Integration  #New Releases  #Trailhead

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  I'm trying to register a custom MCP (Model Context Protocol) server with Agentforce Registry as an External Service, but getting this error: 

 

  We couldn't connect to the MCP server. Check the Server URL and try again. 

  API Catalog Error fetching server definition APPX: Exception occurred while retrieving service descriptor, ExternalServiceException:errorFetchMcpServerDefinition 

 

  However, my server logs show all requests are succeeding: 

 

  - GET /mcp/http → 200 OK (returns server discovery metadata) 

  - POST /oauth2/token → 201 Created (returns access token) 

  - POST /mcp/http (initialize) → 201 Created (MCP initialize handshake) 

  - POST /mcp/http (notifications/initialized) → 201 Created 

 

  The server correctly implements: 

  - OAuth 2.0 Client Credentials flow 

  - MCP HTTP transport with JSON-RPC 2.0 

  - Server discovery endpoint returning protocol version 2025-06-18 

 

  Questions: 

  1. Are there additional requirements for MCP server registration beyond successful API calls? 

  2. Does ExternalServiceException:errorFetchMcpServerDefinition indicate a specific validation failure? 

  3. Are there logs or debugging tools in Salesforce to see why registration fails after successful connection? 

  4. Is there a specific response format or schema the API Catalog expects that might not be documented? 

 

  Any guidance would be appreciated! 

 

5 件の回答
  1. 4月8日 17:29

    You'll want to be part of the current Agentforce pre-release program; be sure to contact @Moe Basi and be in touch with him.

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Join the March edition of Agentforce NOW Ask Me Anything!

 

Scaling your Agentic Architecture: MCP Servers in GA

If you have been working with the MCP beta or architecting away from legacy REST integrations, the March edition of our Agentforce NOW session is the technical deep dive for you. 

 

As Salesforce-hosted MCP servers reach GA this Spring, this month’s edition of our popular Ask Me Anything series will enable developers to expose existing Salesforce logic (Apex, REST APIs, AI, Metadata) as a mix of Tools and Prompts. Product Manager expert @Ross Belmont will showcase moving beyond one-off REST API connectors to standardized, agentic workflows, implementing standards-based authentication for agent-driven operations, and managing governance as the agent landscape scales. 

  

This is a great opportunity to get into the weeds on operational flow, named credentials, and the security models that make these integrations enterprise-ready. Hosted by Salesforce Developer Advocate @Alba Rivas, they'll answer your questions live during the session.  

 

Register and join us live here: https://www.linkedin.com/events/7429238805141889024/

 

*All AMAs are recorded and can be watched on demand on the Salesforce Developers YouTube channel.  Join the March edition of Agentforce NOW Ask Me Anything! Scaling your Agentic Architecture: MCP Servers in GAIf you have been working with the MCP beta or architecting away from legacy REST integrati #Mcp #RestAPI #Metadata #Prompts #Apex 

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Join the February edition of Agentforce NOW Ask Me Anything!

 

This session explores the Agentforce MCP (Model Context Protocol) Client and Gateway—foundational technology in Agentforce 360 that lets you securely bring your own or third-party MCP servers into Agentforce, with built-in governance and controls. 

 

In the February edition of Agentforce NOW Ask Me Anything, Product Managers Pragya Anand and Moe Basi, hosted by developer advocate Mohith Shrivastava, will share how Agent Gateway serves as an "agentic drawbridge," providing a central control point for managing interactions and enforcing enterprise-grade security policy before taking your questions live. 

 

Register and join us live here: 

https://www.linkedin.com/events/7420559728889720832/

 

*All AMAs are recorded and can be watched on demand on the Salesforce Developers YouTube channel.Join the February edition of Agentforce NOW Ask Me Anything! This session explores the Agentforce MCP (Model Context Protocol) Client and Gateway—foundational technology in Agentforce 360 that lets yo #Agentforce #Mcp #Gateway #Security #Governance 

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