Klient MCP & Skills · Salesforce Agentforce Headless

Connect your AI to Klient PSA — safely.

MCP for Salesforce PSA — MCP Servers & Skills, $1,000 one-time

MCP for Salesforce PSA is an open Model Context Protocol layer that lets any AI assistant (Claude, Cursor, Copilot) work directly with your Salesforce data, under your own login. This is the headless way to run your Salesforce PSA — your AI acting on the org, no chat-bot screen in between. Where the agents are autonomous workers, MCP & Skills are the attended copilot for your power users — and everything they do lands in Salesforce, visible and auditable.

Built on the open Model Context Protocol. Runs locally, against your org, with your permissions. One-time license per product, per company.

Book a Demo → Contact Sales
MCP Data1
Run your projects by talking to your AI.
Create and update projects and tasks, assign resources, log time, complete work — with the Klient data model built in.
Explore →
MCP Admin1
Onboard people and diagnose access in one sentence.
Provision a consultant end-to-end and answer “why can’t they see that?” instantly.
Explore →
MCP Knowledge1
Your knowledge base, on autopilot.
Search, draft, version, and publish Salesforce Knowledge — the full lifecycle, AI-driven.
Explore →
Skills

Skills: drive Klient PSA by talking to your AI.

Each Skill handles one lane of work — planning, resourcing, time, customer success, knowledge — driving the operations through your AI client, the attended, headless way. Each is its own product.

Project Skill
Project & task planning
Plan and build complete projects and tasks by talking to your AI — sections, subtasks, dependencies, checklists.
Assignment Skill
Resourcing & scheduling
Staff the work: create resources, assign them to projects and tasks, set weekly schedules.
Time Skill
Time tracking & entry
Log and correct time entries, and review logged time by person, project, or week.
Touchpoint Skill
Customer success & meetings
Turn a meeting transcript into a customer-ready follow-up, build a call-prep brief, and sync action items into Klient PSA tasks.
Knowledge Skill
Knowledge articles
Create, edit, govern, version, and bulk-import Salesforce Knowledge Articles by talking to your AI.

Need a Skill you don’t have yet? Reach out to your Klient Customer Success Manager, or purchase it from the Klient Customers community.

Which fits you?

MCP & Skills, or Agentforce Agents?

MCP & Skills · Attended & headless

You drive, in the moment

A person chats with their AI (Claude, Cursor, Copilot); the AI acts on your Salesforce PSA in the moment, with a human in the loop. The headless option for technical power users and small teams.

Agentforce Agents · Autonomous

They run on their own

The Agentforce agents work on their own, on schedule, in Slack and Salesforce. Built for everyone on the team — a copilot in context, not in an IDE.

Not either/or — both put the work into Projects and Tasks, your system of record, auditable by humans. Same destination, different surface. Explore the Agents →

Pricing

$1,000 once. Per product. That’s it.

$1,000
per MCP Server
one-time · per company
$1,000
per Skill
one-time · per version
  • Perpetual license you own outright — no subscription, ever
  • No per-query cost, no Flex Credits, no per-user fees
  • Unlimited users in your company

Pick your MCP & Skills. Connect in 15 minutes.

Book a Demo → Contact Sales
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MCP for Salesforce PSA — frequently asked questions

What is MCP for Salesforce PSA?

MCP for Salesforce PSA is an open Model Context Protocol layer that lets any AI client (Claude, Cursor, Copilot) act directly on your Klient PSA data in Salesforce — creating projects and tasks, assigning resources, logging time, onboarding people, and publishing Knowledge — under your own login and fully auditable. Klient ships three MCP servers: MCP Data1, MCP Admin1, and MCP Knowledge1.

Why not just use the official Salesforce MCP server?

You can — for general Salesforce work the official MCP server (now generally available) is great, and it both reads and writes. What it doesn’t have is Klient. It does general-purpose record work, so it doesn’t know Klient PSA’s cascades, creation order, and field rules. Klient’s MCP servers add exactly that: the Klient data model, built in. Use the official server for general Salesforce; use Klient’s MCP servers to run Klient PSA correctly — they work side by side.

How much does MCP for Salesforce PSA cost?

Each MCP server is $1,000 one-time, per company — no subscription and no per-query cost. Skills are $1,000 each, per version.

Is MCP for Salesforce PSA the same as Klient’s AI Agents?

No. MCP & Skills are the attended, headless layer — a person drives the AI in the moment. The Agentforce agents are autonomous workers. Both put the work into the same Klient PSA project.