Headless360: Enable Custom MCP - Apex Invocable Action | #headless #mcp #apex #claudecode #claude

Prerequisite : Before setting up the custom MCP server, ensure you have completed the prerequisite setup outlined here: Headless360 - Enable Salesforce MCP Servers 1. Build the Apex Invocable Action Create a new apex class called LeadConvertorHelper 2. Provide the below prompt to your LLM Use the LLM prompt to generate the required Apex logic 3. Create the Custom MCP Server Navigate to Setup - MCP Server. Create a new MCP Server and name it Get-Company-Details(or reuse Get-Account-Details) Go to Server Assets - Tool and add the Autolaunched flow. Activate the MCP Server. 4. Test with Claude Open Claude (ensuring all prerequisites are active). Prompt Claude: 1. Get me list of leads that are in Working - Contacted 2. Convert Patricia Feager to account 3. Get me the account, contact and opp details What is covered in this episode: 00:00 Introduction 00:40 Where are we standing? 01:20 Use case/ Scenario 03:10 Agentforce 06:00 Build apex invocable action 09:10 Apex code walkthrough 11:00 Apex script 12:40 Test the code locally 15:30 Tagging apex to MCP Server 21:10 Adding apex to MCP as tool 23:10 Adding MCP server to client 26:55 Recap on what we achieved so far 27:20 Claude in action 32:10 Conclusion 32:45 What's in next episode? #salesforce #salesforcecareer #salesforcebeginners #modelcontextprotocol #headless #claude #claudecode #claudeai #externalclientapp #oauth2 #webserver #authentication #authorization #SalesforceMCP #modelcontextprotocol #claudeai #salesforceintegration #ExternalClientApp #salesforcedevelopers #cloudcomputing #aiintegration #techtutorials #salesforcewithvnaik