Integration
Connect Salesforce to Anthropic
When New object record fires in Salesforce, your agent runs Anthropic agent message in Anthropic. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Salesforce and Anthropic to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Salesforce holds the records your team works from, and Anthropic's Claude models can read and write text about them. Connecting the two lets a new Case, Lead or Opportunity in Salesforce go straight to Claude for a summary, a draft or a suggested next step, with the reply written back onto the record it came from.
Example flows
What Salesforce can start in Anthropic
When New object record in Salesforce
then Anthropic agent message in Anthropic
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with Salesforce and Anthropic
Triggers and actions 2 triggers · 18 actions
- New object record
Polling trigger: fires for each new record created in the specified SObject type. Polls SOQL ordered by CreatedDate descending.
- New or updated object record
Polling trigger: fires for each record created or modified in the specified SObject type. Polls SOQL ordered by SystemModstamp descending.
- Create object record
Creates a new record of the specified SObject type (standard or custom, e.g. Account, Contact, Lead, Opportunity, Case, or MyObject__c) with the supplied field values.
- Delete object record
Deletes an existing SObject record by object type and record ID.
- Describe object
Returns the full field and metadata description (describe) for an SObject type — useful for discovering available fields and their API names.
- Find most recent created or updated record
Returns the single most recently created or last-modified record for the specified SObject type (ordered by SystemModstamp DESC, LIMIT 1).
- Find object records
Finds matching records for an SObject type by a field/value equality match via SOQL. Returns Id and the requested fields for all matches.
- Get object record
Retrieves a single SObject record by object type and record ID. Optionally restrict returned fields with a comma-separated 'fields' list.
- List objects
Lists all available SObject types (standard and custom) on the org.
- SOQL query
Executes a SOQL query against the org and returns matching records. Example: SELECT Id, Name FROM Account WHERE CreatedDate = TODAY.
- Update object record
Updates an existing SObject record by object type and record ID with the supplied field values. Salesforce returns no body on success (HTTP 204).
- Anthropic agent message
Runs one AI agent turn on Anthropic and returns the model's reply. The turn is billed to the Anthropic account connected on this step, and the agent can call the account's AI tool automations.
- Cancel message batch
Cancel a Message Batch that is still processing.
- Count tokens in a message
Count the number of input tokens a Messages API request would use, without creating the message.
- Create message batch
Submit a batch of Messages API requests for asynchronous processing.
- Get message batch
Retrieve the status and request counts of a Message Batch by id.
- Get model
Retrieve details for a specific Claude model by id.
- List message batches
List Message Batches in the workspace, most recently created first.
- List models
List the available Claude models, most recently released first.
- Send model a message
Send a message to a Claude model and return its response. Supports the full Messages API: model, system prompt, multi-turn messages, max_tokens, tools, and adaptive thinking.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
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Questions
Salesforce and Anthropic, answered
How does a run start, since Anthropic has no triggers?
Every scenario here starts in Salesforce, with either the New object record trigger or the New or updated object record trigger on the SObject type you choose. Anthropic is always on the action side, so the flow is triggered by a record and ends with a Claude reply.
What can start an automation from Salesforce?
Any of Salesforce's 2 triggers in the catalog, including New object record and New or updated object record. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Anthropic when something happens in Salesforce?
Any of Anthropic's 9 actions, including Anthropic agent message, Count tokens in a message, Create message batch and Send model a message. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Anthropic to Salesforce?
Anthropic has no triggers in the catalog today, so automations start in Salesforce. If you need the other direction, ask: your agent reads Anthropic's API documentation and adds it.
Do I have to build a connector for Salesforce or Anthropic?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use Salesforce and Anthropic without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.