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Exercise 3: Create a Custom MCP Server ​

In this exercise, you'll create your own Custom MCP Server to expose sales tools to end users. You'll work in Salesforce Setup to compose your server with custom Flows, custom Apex actions, and tools from the standard MCP servers. You'll then test your server and its tools in the Headless 360 Playground.

Step 1: Create the Custom MCP Server ​

  1. From Setup, in the Quick Find box, enter MCP Servers, then select MCP Servers.

  2. Click the Salesforce Servers tab.

  3. Click Create Salesforce MCP Server.

  4. Fill in the following fields:

    FieldValue
    LabelCustom Sales Tools
    NameCustomSalesTools (auto-filled)
    DescriptionA custom MCP server with sales tools.

  5. Click Create.

Step 2: Add Custom Tools ​

  1. Click Add Server Assets and select Add Tools from the dropdown.

  2. Click Create Account Sync Meeting Task and click Add Tool.

  3. In the type dropdown next to Apex actions, select Flows.

    Screenshot showing custom tool type selection

  4. Click Account Health Check Calculator and click Add Tool.

  5. Click Save.

Step 3: Add Standard Tools ​

  1. Click Add Server Assets and select Add from Server from the dropdown.

  2. Click sobject-reads.

  3. Locate the Query Records (SOQL) row and click Add Tool.

  4. Locate the Search Across Objects (SOSL) row and click Add Tool.

  5. Click Save.

Step 4: Activate and Copy the Server URL ​

Click Activate to make the server available to MCP clients.

Screenshot showing the active custom mcp server

TIP

Note the Server URL, you'll need it in the next step to connect the agent to your server.

Step 5: Add the Custom Server to the Playground ​

  1. Open the Headless 360 Playground and navigate to the Servers tab.

  2. Paste the Server URL you copied earlier in the URL field. It should be:

    https://api.salesforce.com/platform/mcp/v1/custom/CustomSalesTools

  3. Click Add.

  4. Click Test to verify the server is reachable and inspect the four tools it exposes.

Step 6: Test the custom server ​

  1. Navigate to the Chat tab.

  2. Add all of the tools from your CustomSalesTools custom MCP server to the chat context.

  3. Run the following prompt:

    txt
    Find the Account named Arroyo Medical Group and check the account health.

    Notice that agent called the soqlQueryplatform standard tool to identify the account then the Account_Health_Check_Calculator custom flow tool to run the health report.

    Review the health report for the account.

  4. Run the following prompt:

    txt
    Create a sync meeting for the account.

    Notice that the agent called the CreateAccountSyncMeetingTask custom Apex action tool to create a task.

  5. In your Salesforce Org, search for the Arroyo Medical Group account.

  6. Click Open Activities.

  7. Click Prepare for Arroyo Medical Group meeting with Alex Garcia and review the task details. This is the task that you just created with the last prompt.

Summary ​

In this exercise, you created a Custom MCP Server to expose sales tools to your users. You saw how to call business logic from the Headless 360 Playground with a combination of Apex actions, Flows, and standard MCP tools.

You now have three MCP servers working together: live data access, metadata context, and custom business logic through a single natural language interface powered by Salesforce Hosted MCP servers.