Exercise 3: Create a Custom MCP Server

In this exercise, you'll create your own Custom MCP Server in Salesforce Setup, expose Flows to verify a user's identity as callable MCP tools, and test them 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:

   Field	Value
   Label	Customer Verification
   Name	CustomerVerification (auto-filled)
   Description	A custom MCP server that runs customer verification flows.

5. Click Create.

Step 2: Add Flow Tools

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

2. In the Type dropdown, select Flows.

   

3. Search for verif and click Add Tool for these two flows:

   • Send Verification Code
   • Verify Code

4. Click Done.

Step 3: Activate and Copy the Server URL

1. Click Activate to make the server available to MCP clients.

   

2. Copy the Server URL for the next step — it should be:

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

Step 4: 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 above in the URL field

3. Click Add.

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

Step 5: Test the custom server

1. Navigate to the Chat tab.

2. Add the two tools from your CustomerVerification custom MCP server to the chat context.

3. Copy your usename from the top right of the playground app.

4. Run the following prompt by replacing MY_USERNAME with your username:

   Verify user MY_USERNAME

5. Click the pin icon next to the MCP tool call to open the Tool Inspector.

   

6. Click the Response tab in the Tool Inspector panel.

7. Copy the value of the authenticationKey field.

8. Check your inbox for an email labelled "Your Chatbot Verification Code" and retrieve the 6-digit code.

9. Run the following prompt by replacing:

   • MY_CODE with the code that you just retrieved by email
   • MY_AUTHENTICATION_KEY with they key that you copied in the tool inspector

   Verify my code: MY_CODE
   Here's my authentication key: MY_AUTHENTICATION_KEY

   If everything goes well, this is the output that you should obtain:

   

Summary

In this exercise, you created a Custom MCP Server to verify the identity of a user thanks to flows. You saw how to call this business logic from the Headless 360 Playground.

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