Connect Salesforce
Enable CRM & Sales
A workspace owner or admin must enable CRM & Sales integrations in Settings -> Preview features.
Enable a Salesforce-hosted server
In Salesforce Setup, enable the hosted MCP server you want to expose. Start with
platform/sobject-reads while validating access because it is read-only.Create an External Client App
In Salesforce External Client App Manager, create an External Client App for daoco. Include
mcp_api and refresh_token, require PKCE, and use JWT-based access tokens for named users.Add the daoco callback URI
Add the callback URI shown in the daoco Salesforce card to the External Client App. If your deployment uses
MCP_TENANT_OAUTH_CALLBACK_URL, use that exact value.Configure daoco
In daoco, open Connections -> Integrations -> CRM & Sales -> Salesforce. Paste the External Client App consumer key. Leave the client secret blank unless your Salesforce External Client App requires one.
Connect Salesforce
Save and connect, then complete Salesforce OAuth with a user who can access the enabled hosted MCP server.