# Setup

Choose how to connect an AI agent or assistant to the CloudFiles MCP server, check the prerequisites, and find the setup guide for Agentforce, Claude, ChatGPT and other MCP apps.

> Kind: Guide · Updated: Nov 4, 2026

This section shows how to connect an AI agent or assistant to CloudFiles. The setup you follow depends on where the agent runs: a service such as Agentforce connects with MCP credentials, and an AI app such as Claude or ChatGPT connects when a person signs in from the app.

## Choose how to connect

| Where the agent runs | How it connects | Acts as | Follow |
|---|---|---|---|
| Agentforce, or another service that runs without a person signing in | MCP credentials that a CloudFiles admin creates | Your CloudFiles account's system user | Create and Manage MCP Credentials, then Connect Agentforce |
| Claude, ChatGPT, Microsoft Copilot Studio, Cursor, VS Code or another MCP app | Each person signs in with CloudFiles from the app | The person who signed in | Connect Claude, ChatGPT and Other MCP Apps |

## Prerequisites

Check these before you start. The second column shows which setup each one applies to.

| What you need | Needed for |
|---|---|
| The CloudFiles app installed in Salesforce, with your CloudFiles account set up and connected to your Salesforce org. See Installation guide. | Both |
| Agentforce enabled in your Salesforce org, and a Salesforce admin who can manage Agentforce Registry in Setup. | Agentforce |
| A CloudFiles user in your CloudFiles account for each person who connects an app. Partner users cannot connect apps. | AI app sign-in |
| A license for each product whose tools are used. For an AI app, the person who signs in needs the license. For MCP credentials, your CloudFiles account needs the product. | Both |
| An AI app that lets you add a custom remote MCP server, such as custom connectors in Claude or developer mode in ChatGPT. | AI app sign-in |
| The connections a tool relies on, such as an e-signature service or a storage library. Each product's tools page lists them. | Both |

## Setup guides

1. **Create and Manage MCP Credentials** — Create the client credentials that a service such as Agentforce uses to connect to CloudFiles without a person signing in. Creating a credential on the MCP Credentials page in CloudFiles Settings shows the server URL, identity provider URL, client ID and client secret to enter in the service. The client secret is shown only once. You can revoke a credential at any time.
2. **Connect Agentforce** — Register the CloudFiles MCP server in Agentforce Registry with your MCP credentials, choose which CloudFiles tools Salesforce may use, and add them to an Agentforce agent so users can work with CloudFiles from an agent conversation.
3. **Connect Claude, ChatGPT and Other MCP Apps** — Add the CloudFiles server URL to Claude, ChatGPT or another MCP app, sign in with CloudFiles and approve the connection. The app then works with CloudFiles as you, with your licenses.