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Salesforce External Server

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Enables Agentforce agents to retrieve order status and loyalty points from external systems via OAuth 2.0 secured MCP endpoints hosted on AWS.

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About

Enables Agentforce agents to retrieve order status and loyalty points from external systems via OAuth 2.0 secured MCP endpoints hosted on AWS.

README

A Python FastAPI MCP server deployed on AWS EC2 with nginx reverse proxy and Let's Encrypt SSL, registered as an External MCP Server inside Salesforce and called by an Agentforce Employee Agent ("A[...]

Business Problem

Enterprises need Agentforce to reach external systems that aren't natively connected to Salesforce — legacy CRMs, loyalty platforms, custom order systems. This proves the pattern end to end: host[...]

Architecture

Architecture

How It Works

  1. Agentforce Employee Agent ("AWS") has the MCP tools registered as available actions
  2. User asks something like "What's the status of order 1001?"
  3. Agent matches intent to the get_order_status tool
  4. Salesforce authenticates via OAuth 2.0 Client Credentials against /token
  5. Authenticated call routes through Named Credential to /mcp
  6. nginx terminates SSL, reverse proxies to uvicorn on port 8000
  7. FastAPI server processes the MCP JSON-RPC call, returns structured data
  8. Agent composes a natural language reply

Tools Exposed

Tool Input Output
get_order_status order_id status, carrier, eta
check_loyalty_points customer_id points, tier

Salesforce Components

Component Type Purpose
AWS Agentforce Employee Agent Calls the MCP tools as actions
NorthstarMCP External Credential OAuth 2.0 Client Credentials auth
NorthstarMCP Named Credential Secure endpoint URL
NorthstarMCP External Service Registration MCP tool registration
Agentforce Agent AWS Permissions Permission Set Grants agent access to MCP tools

OAuth 2.0 Configuration

Field Value
Flow Client Credentials with Client Secret
Identity Provider URL https://northstar-mcp.mooo.com/token
Scope mcp.read
Named Credential URL https://northstar-mcp.mooo.com/mcp
Principal MCPAuthentication

Live Verification

curl https://northstar-mcp.mooo.com/
{"status":"ok","info":"Dummy MCP server. POST /token for OAuth, POST /mcp for MCP JSON-RPC."}

Verified live on AWS EC2 — uvicorn process confirmed running, nginx confirmed listening on 443 with valid Let's Encrypt certificate.

Problems Faced & How They Were Solved

Problem Root Cause Fix
Salesforce couldn't reach localhost server Not internet-accessible Deployed to AWS EC2 with public domain
Salesforce rejecting HTTP connection No SSL configured nginx reverse proxy with Let's Encrypt via Certbot
Agent couldn't call the tools Permission Set missing agent access Created Agentforce Agent AWS Permissions with agentAccesses enabled

Prerequisites

  • Salesforce org with Agentforce + MCP Server registration enabled
  • Domain with DNS pointed to your server
  • AWS EC2 instance, nginx, Certbot
  • Python 3.9+, FastAPI, uvicorn

Deployment

# Python server (on EC2)
pip3 install -r requirements.txt
python3 external_dummy_mcp_server.py

# SSL setup (one-time)
sudo certbot --nginx -d northstar-mcp.mooo.com

# Salesforce metadata
sf project deploy start --manifest package.xml
sf org assign permset --name Agentforce_Agent_AWS_Permissions

Admin Configuration

Step Action
1 External Credential → add Client Secret for MCPAuthentication principal
2 Verify Named Credential URL points to /mcp endpoint
3 Confirm both tools show Active under MCP Servers
4 Add MCP tools to Agent → Actions
5 Activate the Agent

Demo

Salesforce MCP Server registration NorthstarMCP registration

Agent action configuration Agent action

Live agent response Agent response

Production Considerations

Area Current State Production Fix
Data layer In-memory Python dicts Real database (RDS/PostgreSQL)
Credentials Hardcoded in code AWS Secrets Manager or env vars
Process management Manual uvicorn process systemd service for auto-restart

Key Insight

Most demos show an AI agent calling into Salesforce. This shows a Salesforce Agentforce agent calling OUT to an externally hosted MCP server with proper SSL and OAuth — proving Agentforce can i[...]

Tech Stack

  • Salesforce Agentforce (Employee Agent)
  • External Service Registration (Model Context Protocol)
  • Named Credentials + External Credentials (OAuth 2.0)
  • Python FastAPI · AWS EC2 · nginx · Let's Encrypt

from github.com/prasanth-personal/salesforce-external-mcp-server

Installing Salesforce External Server

This server has no published package — it is built from source. Open the repository and follow its README.

▸ github.com/prasanth-personal/salesforce-external-mcp-server

FAQ

Is Salesforce External Server MCP free?

Yes, Salesforce External Server MCP is free — one-click install via Unyly at no cost.

Does Salesforce External Server need an API key?

No, Salesforce External Server runs without API keys or environment variables.

Is Salesforce External Server hosted or self-hosted?

A hosted option is available: Unyly runs the server in the cloud, no local setup required.

How do I install Salesforce External Server in Claude Desktop, Claude Code or Cursor?

Open Salesforce External Server on unyly.org, pick your client tab (Claude Desktop, Claude Code, Cursor) and press Install — the config is generated automatically, no JSON editing.

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