Use this procedure to configure Salesforce and Claude to work with the Conga CLM Model Context Protocol (MCP) server. This integration enables users to perform agreement management tasks through natural language prompts in Claude.

1. Perform the following steps for MCP deployment:

   1. Download MCP Server Metadata.

   2. Once the administrator downloads the ZIP folder, they can deploy the MCP Server Metadata (zip folder) using deployment tool, for example Workbench.

   3. Admin has to verify the deployed MCP Server Metadata is available.

   4. Navigate to Setup in Salesforce. In the Quick Find box, enter MCP Server.

   5. Navigate to API Catalog > MCP Servers.

   6. User should be able to see CongaCLMMCP server and activate.

      Note: User can add additional tools and Salesforce standard tool in MCP Server according to the requirement.
2. Perform the following steps manually create an MCP server:

   1. Navigate to Setup in Salesforce. In the Quick Find box, enter MCP Server.

   2. Navigate to API Catalog > MCP Servers.

   3. Click Add MCP Server.

   4. Enter Label, Name, and Description.

   5. Click Save.

   6. Open the newly created MCP server.

   7. Click Add Tools > Apex Action.

   8. Add the following:

      • Create Agreement Action

      • Generate Document Action

      • Import Offline Document Action

      • Send For Review Action

      • Send For Signature Action

      • Show Generate Document File Action

      • Activate Agreement Action

   9. Save the configuration.

   10. Click Activate.