Quick Start Guide

The fastest path from zero to a working MCP connection. Use this as a companion to the official setup documentation — we tell you what to choose; they tell you how.

Prerequisites

• Salesforce org (Enterprise Edition or above)
• Admin access to Setup
• Postman installed (free)

The Steps

1. Activate a server. In Setup, go to API Catalog → MCP Servers and toggle on platform/sobject-reads. (Official guide)

2. Create an External Client App. Follow the official guide. Use these settings:

   • Callback URL: https://oauth.pstmn.io/v1/callback
   • Scopes: mcp_api and refresh_token
   • Security: JWT tokens enabled, PKCE enabled, everything else off

3. Wait a minute or so. The ECA may need up to 30 minutes to propagate, but you should try after a minute or two.

4. Connect Postman. Create an MCP request in Postman. Set the URL to:

   • Production/DE: https://api.salesforce.com/platform/mcp/v1/platform/sobject-reads
   • Sandbox: https://api.salesforce.com/platform/mcp/v1/sandbox/platform/sobject-reads
   • (Official Postman guide)

5. Test. Call getUserInfo — no parameters needed. If you get results, you're connected.

Common Gotchas

• 404? The server probably isn't activated. Check Setup → API Catalog → MCP Servers.
• 401? Check your scopes. Must be mcp_api and refresh_token — old beta scopes won't work.
• Still 401? The ECA may not have propagated yet. Wait 30 minutes from creation.
• Wrong org? Production and sandbox use different URLs. Don't mix them up.

Next Steps

• Switch to platform/sobject-all for full read/write access
• Connect a richer client like Claude or Cursor
• See It in Action — Watch what it looks like when you combine an MCP server with an AI assistant
• Read Testing and Evaluating Your MCP Client for rollout planning