Connect Claude to Salesforce via MCP: Step-by-Step Setup (2026)

/**
 * QuoteDemoMCPAction.cls
 * -----------------------------------------------------------
 * Demo Apex Invocable Action for the "Headless 360 for Claude
 * Users" course — Module 4/5 hands-on project.
 *
 * Uses a standalone demo object (Quote_Demo__c) so this can be
 * deployed to any free Salesforce Developer Edition org, with
 * zero dependency on any real company's data model.
 *
 * v2: Changed to 'global' visibility on the class, inner
 * classes, and their variables — testing whether MCP tool
 * registration requires global scope to discover the action
 * in the Add Tools picker.
 *
 * Deploy this to a free Developer Edition org. Never point a
 * demo MCP connection at a production or company org.
 * -----------------------------------------------------------
 */
global with sharing class QuoteDemoMCPAction {

    global class QuoteDemoActionRequest {
        @InvocableVariable(required=true label='Quote Demo Id')
        global Id quoteDemoId;

        @InvocableVariable(required=true label='Action (Approve or Reject)')
        global String action;

        @InvocableVariable(label='Reason (required for Reject)')
        global String reason;
    }

    global class QuoteDemoActionResult {
        @InvocableVariable(label='Success')
        global Boolean success;

        @InvocableVariable(label='Message')
        global String message;

        @InvocableVariable(label='New Status')
        global String newStatus;
    }

    @InvocableMethod(
        label='Approve or Reject Demo Quote'
        description='Approves or rejects a pending Quote_Demo__c record by Id. Intended to be exposed as an MCP tool so agents like Claude can act on quote approvals directly.'
        category='Quote Demo Management'
    )
    global static List<QuoteDemoActionResult> approveOrRejectQuoteDemo(List<QuoteDemoActionRequest> requests) {
        List<QuoteDemoActionResult> results = new List<QuoteDemoActionResult>();

        List<Id> demoIds = new List<Id>();
        for (QuoteDemoActionRequest req : requests) {
            demoIds.add(req.quoteDemoId);
        }

        Map<Id, Quote_Demo__c> demoMap = new Map<Id, Quote_Demo__c>(
            [SELECT Id, Status__c, Amount__c, Territory__c
             FROM Quote_Demo__c
             WHERE Id IN :demoIds]
        );

        List<Quote_Demo__c> toUpdate = new List<Quote_Demo__c>();

        for (QuoteDemoActionRequest req : requests) {
            QuoteDemoActionResult result = new QuoteDemoActionResult();
            Quote_Demo__c q = demoMap.get(req.quoteDemoId);

            if (q == null) {
                result.success = false;
                result.message = 'Quote_Demo__c not found: ' + req.quoteDemoId;
                results.add(result);
                continue;
            }

            if (req.action != 'Approve' && req.action != 'Reject') {
                result.success = false;
                result.message = 'Action must be "Approve" or "Reject".';
                results.add(result);
                continue;
            }

            if (req.action == 'Reject' && String.isBlank(req.reason)) {
                result.success = false;
                result.message = 'A reason is required to reject a demo quote.';
                results.add(result);
                continue;
            }

            q.Status__c = (req.action == 'Approve') ? 'Approved' : 'Rejected';
            if (req.action == 'Reject') {
                q.Rejection_Reason__c = req.reason;
            }
            toUpdate.add(q);

            result.success = true;
            result.newStatus = q.Status__c;
            result.message = 'Quote_Demo__c ' + req.quoteDemoId + ' set to ' + q.Status__c + '.';
            results.add(result);
        }

        if (!toUpdate.isEmpty()) {
            update toUpdate;
        }

        return results;
    }
}