Connect Salesforce to Microsoft Copilot via MCP

There is no ready-made AnythingMCP connector for Salesforce yet. Salesforce is not in the AnythingMCP connector catalog, on Cloud or self-hosted. This guide covers what works today: Salesforce's own MCP offering, or importing the Salesforce REST API into AnythingMCP yourself and connecting it to Copilot.

Salesforce + Microsoft Copilot

Salesforce's own MCP server

Salesforce offers Salesforce Hosted MCP Servers, generally available since April 2026 for orgs on Enterprise Edition and above. They run inside Salesforce, sign in with OAuth and respect your org's permissions; see Salesforce's announcement for setup.

Step 1 — Get Salesforce credentials

In Salesforce Setup, create an OAuth app (an External Client App, or use an existing Connected App) with OAuth enabled, the scopes api and refresh_token, and as callback URL the one AnythingMCP shows when you choose OAuth 2.0 (on Cloud: https://cloud.anythingmcp.com/api/mcp-oauth/callback). Copy its consumer key and secret.

Step 2 — Import the Salesforce API into AnythingMCP

Sign in to AnythingMCP Cloud (7-day free trial) or run your own instance with Docker:

curl -fsSL https://raw.githubusercontent.com/HelpCode-ai/anythingmcp/main/docker-compose.quickstart.yml -o docker-compose.yml
printf 'JWT_SECRET=%s\nENCRYPTION_KEY=%s\n' "$(openssl rand -hex 32)" "$(openssl rand -hex 32)" > .env
docker compose up -d

1. Go to Connectors → Add Connector and choose REST API.
2. Enter https://your-domain.my.salesforce.com/services/data/v66.0 as the Base URL.
3. Under Authentication, choose OAuth 2.0 and enter the consumer key and secret, the authorization URL https://login.salesforce.com/services/oauth2/authorize, the token URL https://login.salesforce.com/services/oauth2/token and the scopes api refresh_token. After saving, click Authorize with Provider on the connector page and sign in to Salesforce.
4. Create the connector, then import the endpoints you need on its page as cURL Command (Salesforce's API reference has an example for each), or add tools by hand.
5. Under MCP Servers, open your server and switch the new connector on.

Replace your-domain with your My Domain and v66.0 with an API version your org supports. Salesforce publishes no single OpenAPI file for its REST API, because every org has its own objects and fields, so add the endpoints you need by cURL. The SOQL query endpoint (/query?q=…) on its own covers most read questions.

What you can expose once it's imported

The tools depend on the endpoints you import. For example:

• Run SOQL queries across accounts, contacts, opportunities and cases
• Read a record by its ID
• Create a lead or a case
• Update an opportunity's stage, amount or close date

Step 3 — Add the connector in Microsoft Copilot

Your server URL: in AnythingMCP, open MCP Servers → the server this connector is on, and copy its URL (https://cloud.anythingmcp.com/mcp/…). Use it wherever this guide shows YOUR_SERVER_ID.

Microsoft Copilot uses MCP servers through agents built in Copilot Studio: you add AnythingMCP to an agent as a tool, then publish the agent to Microsoft 365 Copilot and Teams. Copilot Studio connects from Microsoft's cloud over Streamable HTTP, which AnythingMCP supports.

1. In Copilot Studio, open your agent (or create one), go to Tools and choose Add a tool → New tool → Model Context Protocol.
2. Enter a Server name (for example AnythingMCP), a Server description that says what the connector does, and the Server URL https://cloud.anythingmcp.com/mcp/YOUR_SERVER_ID. Copilot Studio uses the description to decide when to call the server.
3. Under authentication, choose API key, set Type to Header and the header name to X-API-Key, then select Create.
4. In Add tool, choose Create a new connection, paste an MCP API key from AnythingMCP (MCP Servers → your server → API keys) and select Add to agent.
5. Try it in the agent's Test pane: ask for something that needs the Salesforce tools you imported.
6. Select Publish, then Channels → Microsoft 365 and Microsoft Teams, keep Make agent available in Microsoft Copilot selected and choose Add channel. See agent in Teams installs it for you; in Microsoft 365 Copilot, type @ and pick the agent.

Prefer per-user sign-in? Choose OAuth 2.0 → Dynamic discovery instead of an API key: each user then signs in to AnythingMCP the first time the agent calls it.

Self-hosting? Use your instance's public HTTPS address instead of https://cloud.anythingmcp.com. Copilot Studio connects from Microsoft's cloud, so localhost does not work.

FAQ

Is there a ready-made Salesforce connector in AnythingMCP? Not yet. Salesforce is not in the connector catalog, so there is nothing to install in one click: import its API as shown above, or use Salesforce's own MCP offering if it covers what you need.

Which Copilot is this for? Microsoft 365 Copilot at work, through agents built in Copilot Studio. The Microsoft Copilot app for personal accounts has no option to add your own MCP server.

What do I need? A work account with access to Copilot Studio (a license or a trial) to build the agent. People who use it in Microsoft 365 Copilot or Teams need access to the agent: share it with them, or ask an admin to publish it to the organization. If your organization applies data policies to Power Platform connectors, they cover MCP servers too.

The agent doesn't call the tools. Check that the header name is exactly X-API-Key and that the key belongs to the same MCP server as the URL, and make the server description specific: Copilot Studio uses it to decide when to call the server. Publish the agent again after each change; in an open chat, type "start over" to get the new version.

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