Bring Case Management
to Claude Desktop

Set isPublished to true if the comment should be visible to the customer (e.g., in a customer portal). Default is internal-only. Use to log agent responses, internal notes, or resolution steps on a support case. Add a comment to a Salesforce case — internal note or customer-visible response

Returns comment body, whether it is published (customer-visible), creator name, and creation date. Comments provide the full conversation history of a support case. Use to review case discussions or get context before responding. Get all comments (internal and customer-visible) on a specific Salesforce case for case history review

Returns summary data: how many cases at each status × priority intersection. Perfect for support team dashboards, capacity planning, and identifying volume trends. Use when the user asks "how many open cases do we have?" or "what is the case breakdown by priority?" Get aggregate support case metrics — case counts grouped by status and priority for a team dashboard view

Returns cases sorted by priority then creation date. Use for support queue management: "how many new cases are there?", "show escalated cases", or for case workload analysis by status. Get all Salesforce cases at a specific status for queue analysis — New, Working, Escalated, or Closed

Subject is required. Status defaults to "New". Priority: High, Medium, Low. Origin: Web, Phone, Email. Link to a customer via contactId and their company via accountId (both use 18-char Salesforce IDs). Cases track the complete lifecycle of a customer support issue. Create a new support case in Salesforce Service Cloud with subject, description, priority, origin, and linked contact/account

Returns case number, subject, status (New/Working/Escalated/Closed), priority (High/Medium/Low), origin channel (Web/Phone/Email), case owner, and description. Use when the user wants to find a specific support case, look up a case number, or review customer issues. Search Salesforce Service Cloud cases by subject or case number to find customer support issues

Returns article title, summary, URL, and article type. Salesforce Knowledge is the built-in KB for self-service and agent-assist. Use when the user asks for help articles, documented solutions, or wants to check if an issue has been addressed in the knowledge base. Search the Salesforce Knowledge Base for published articles to find documented solutions and answers

Common operations: advance Status from "New" to "Working" to "Closed", escalate Priority to "High", or append to Description. Only specified fields change. Update a Salesforce case — change status, escalate priority, or add description to reflect case progress