--- title: "Connect Salesforce to Anthropic - APIANT.ai" description: "When \"New object record\" fires in Salesforce, your agent runs \"Anthropic agent message\" in Anthropic." canonical: "https://apiant.ai/connect/salesforce-to-anthropic" --- # Connect Salesforce to Anthropic When **New object record** fires in [Salesforce](https://apiant.ai/connections/salesforce), your agent runs **Anthropic agent message** in [Anthropic](https://apiant.ai/connections/anthropic). Describe the whole flow and it is built, tested on every scenario and kept running. Salesforce **2** triggers Salesforce **9** actions Anthropic **9** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Salesforce and Anthropic to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) 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 - When **New or updated object record** in Salesforce then **Count tokens in a 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 - Trigger **New object record** Polling trigger: fires for each new record created in the specified SObject type. Polls SOQL ordered by CreatedDate descending. - Trigger **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. - Action **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. - Action **Delete object record** Deletes an existing SObject record by object type and record ID. - Action **Describe object** Returns the full field and metadata description (describe) for an SObject type — useful for discovering available fields and their API names. - Action **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). - Action **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. - Action **Get object record** Retrieves a single SObject record by object type and record ID. Optionally restrict returned fields with a comma-separated 'fields' list. - Action **List objects** Lists all available SObject types (standard and custom) on the org. - Action **SOQL query** Executes a SOQL query against the org and returns matching records. Example: SELECT Id, Name FROM Account WHERE CreatedDate = TODAY. - Action **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). - Action **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. - Action **Cancel message batch** Cancel a Message Batch that is still processing. - Action **Count tokens in a message** Count the number of input tokens a Messages API request would use, without creating the message. - Action **Create message batch** Submit a batch of Messages API requests for asynchronous processing. - Action **Get message batch** Retrieve the status and request counts of a Message Batch by id. - Action **Get model** Retrieve details for a specific Claude model by id. - Action **List message batches** List Message Batches in the workspace, most recently created first. - Action **List models** List the available Claude models, most recently released first. - Action **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. ## Each app on its own - [ **Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connections/salesforce) - [ **Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connections/anthropic) Reviews ## What our customers say ## More from Salesforce - [ **Salesforce to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/salesforce-to-slack) - [ **Salesforce to Google Sheets** Google Sheets](https://apiant.ai/connect/salesforce-to-google-sheets) - [ **Salesforce to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/salesforce-to-stripe) - [ **Salesforce to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/salesforce-to-shopify) - [ **Salesforce to Notion** A new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.](https://apiant.ai/connect/salesforce-to-notion) - [ **Salesforce to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/salesforce-to-trello) ## More into Anthropic - [ **HubSpot to Anthropic** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-anthropic) - [ **Mailchimp to Anthropic** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-anthropic) - [ **Stripe to Anthropic** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/stripe-to-anthropic) - [ **Shopify to Anthropic** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/shopify-to-anthropic) - [ **QuickBooks Online to Anthropic** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/quickbooks-online-to-anthropic) - [ **ActiveCampaign to Anthropic** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-anthropic) 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.