Connecting Claude to Salesforce
After the MCP server and External Client Application are configured in Salesforce, add the Conga CPQ MCP server as a connector in Claude so that users can invoke quote lifecycle actions through natural language prompts.
- Open Claude.
- Create or add a new connector for the Conga CPQ MCP server.
- Enter a connector name.
- Enter the MCP server URL.
- Enter the Consumer Key and Consumer Secret.
- Authenticate the connector using Salesforce credentials.
- Upload or add the required skill as a ZIP file or Markdown file.
Claude is connected to Salesforce and can access Conga CPQ MCP actions.