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This guide shows you how to configure the Salesforce Platform API connector for WRITER Agent. After setting up this connector, WRITER Agent can perform operations like querying Salesforce objects, retrieving metadata, searching records, and invoking actions.
Writer restricts access to the Salesforce Platform API connector. Contact your assigned Writer Customer Success Manager (CSM) to request access.
Salesforce MCP connectors are only available for Salesforce Sandbox or Developer Edition accounts.

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Set up the Salesforce Platform API connector

Configure the Salesforce Platform API connector in AI Studio under Connectors & Tools. The Salesforce Platform API connector requires organization-managed OAuth authentication.
The Salesforce Platform API connector only supports organization-managed OAuth. You must create your own Salesforce External Client App. WRITER-managed OAuth is not available for Salesforce.

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Create a Salesforce OAuth external client app

Create an OAuth 2.0 application in Salesforce:
  1. From Salesforce Setup, navigate to External Client App Manager
  2. Select New External Client App
  3. Enter the basic information (app name, API name, contact email)
  4. Expand API (Enable OAuth Settings) and select Enable OAuth Settings
  5. Add the Writer redirect URI to Callback URL: 
    https://app.writer.com/mcp/oauth/callback
  6. Under OAuth Scopes, add the required scopes
  7. Under Flow Enablement, check Enable Authorization Code and Credentials Flow
  8. Under Security, check the following options:
    • Require secret for Web Server Flow
    • Require secret for Refresh Token Flow
    • Require Proof Key for Code Exchange (PKCE) extension for Supported Authorization Flows
    • Issue JSON Web Token (JWT)-based access tokens for named users
  9. Select Create to save the External Client App
  10. Update Salesforce User Interface settings to enable the MCP service
  11. Retrieve your consumer key and secret for use in AI Studio
For detailed instructions, see Salesforce documentation on External Client Apps and the Salesforce REST API.

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OAuth scopes

Required
  • api (Manage user data via APIs)—Grants access to Salesforce Platform REST APIs, including SObjects, SOQL/SOSL queries, metadata, and invocable actions
  • sfap_api (Access the Salesforce API Platform)—Enables access to additional Salesforce platform APIs beyond core CRM data, including tooling, setup, pricing, and invocable action contexts
  • refresh_token, offline_access (Perform requests at any time)—Allows the connector to obtain refresh tokens and maintain access without requiring repeated user authorization
Recommended
  • full (Full access) - Recommended for Sandbox environments

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Enable the MCP service

Enable the MCP service in Salesforce to allow MCP connector access:
  1. From Salesforce Setup, navigate to User Interface
  2. Under Setup, check Enable MCP Service (Beta)
  3. Select Save

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Retrieve your consumer key and secret

Retrieve the credentials for AI Studio:
  1. In Salesforce Setup, navigate to External Client App Manager
  2. Select the External Client App you created
  3. Go to the Settings tab and expand OAuth Settings
  4. Copy the Consumer Key (client ID) and Consumer Secret (client secret)

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Configure the connector in AI Studio

After creating your Salesforce External Client App and enabling the MCP service:
  1. Navigate to Connectors & Tools in AI Studio
  2. Select the Salesforce Platform API connector
  3. Select who has access by default (all users or specific teams)
  4. Select which tools to enable for your agents
  5. Enter your Salesforce org URL (tenant URL), Consumer Key (client ID), and Consumer Secret (client secret)
  6. Complete the OAuth authorization flow

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Next steps