Free Salesforce AI Readiness Check

Run your free Salesforce AI Readiness Check in Claude.

Connect a Salesforce sandbox or production org through the hosted Nexus MCP, run the diagnostic prompt, and get a signal-only report before AI agents touch real work.

Set up in Claude View sample report

Uses Salesforce OAuth. No Salesforce password is shared with Nexus.

Connector path

Claude connects through Nexus MCP, then Salesforce OAuth.

Use the hosted MCP endpoint in Claude, approve Nexus, connect the Salesforce org you want inspected, and run the diagnostic prompt.

https://mcp.nexus-agency.net/mcpMCP URL

Official Nexus MCP endpoint. Copy it from the field above to avoid typos.

Before you connect Salesforce

The free check runs a signal-only Salesforce AI readiness diagnostic in Claude through the hosted Nexus MCP. It shows whether your org has data, automation, access, and process-context risks before AI agents touch real work.

Use sandbox or production: Sandbox is recommended if you want to validate the flow first.
OAuth only: No Salesforce password is shared with Nexus.
Requested scopes: Salesforce OAuth scopes api refresh_token. api allows Salesforce API access for diagnostic queries. refresh_token allows the connector to keep the connection alive without asking you to reconnect during the retention window.
Salesforce changes: The free health check is read-only against Salesforce. It runs SOQL and metadata-read style checks. It does not create, update, delete, deploy, or modify Salesforce records, metadata, automation, users, permissions, or settings.
Data retention: Nexus retains the encrypted Salesforce connection/session for up to 30 days after last access, unless you disconnect earlier. The free health check may retain the latest generated diagnostic snapshot for trend comparison. It is not used to build a persistent Org Brain.
Token handling: OAuth access and refresh tokens are stored server-side by Nexus as encrypted session data using AES-256-GCM. Tokens are removed from Nexus session storage when the connector is disconnected or when the session expires and cleanup runs. Revoking the Connected App in Salesforce invalidates future token use.
Revocation: Remove the connector in Claude and revoke Nexus from Salesforce Connected Apps.
Output: Readiness score, category findings, candidate risks, and areas for human review.

Not ready to connect yet? View a sample report first.

Add the Nexus MCP connector in Claude.

Paste the MCP URL into Claude as a custom connector. Claude registers through OAuth Dynamic Client Registration, then Nexus opens the Salesforce login flow for the org you choose.

MCP URL

https://mcp.nexus-agency.net/mcp

01
Add custom connector
In Claude, open Settings, then Connectors or Integrations. Add a custom connector with https://mcp.nexus-agency.net/mcp.
02
Approve Nexus
Claude discovers the OAuth metadata and opens the Nexus approval screen. Approve it to create the MCP session.
03
Connect Salesforce
Ask Claude to start the Salesforce login. Authorize the sandbox or production org you want inspected.
04
Run the diagnostic
Use the prompt below after the org connection is active. The result is a diagnostic starting point, not a delivery plan.

Prompt for Claude

Nexus MCP

Use the Nexus MCP connector at https://mcp.nexus-agency.net/mcp. If it is not connected yet, guide me through adding it as a Claude custom connector first.

Connect my Salesforce org with Nexus.

Run the free Salesforce AI Readiness Check with sf_health_audit using export_format markdown across data_quality, automation, security, and adoption.

Prompt for Claude

Run the free diagnostic.

After the connector is active, paste this prompt into Claude.

The free check returns signals and candidate risks. The paid Blueprint adds human review, prioritization, AI use-case selection, and a cleanup roadmap.

Sample output

See what the free check returns before you connect.

This sample is illustrative. It is not from a customer org. It shows the shape of the report: readiness score, category findings, candidate risks, and areas that need human review.

Example findings

Duplicate account signals

Severity: Medium
Evidence type: SOQL aggregate check
AI impact: An agent may summarize the wrong account history or recommend action from duplicate records.
Needs human review: Confirm merge rules and ownership edge cases.
Blueprint adds: Cleanup sequence and field-level review plan.

Active flow side effects

Severity: High
Evidence type: Metadata-read check
AI impact: Agent-driven record updates may trigger automation that users do not expect.
Needs human review: Identify which flows run on create/update for agent-touched objects.
Blueprint adds: Risk-ranked automation map and test plan.

Broad permission patterns

Severity: Medium
Evidence type: Metadata-read check
AI impact: AI tools inherit access risk when profiles or permission sets expose more data than the task requires.
Needs human review: Match permissions to intended AI use cases.
Blueprint adds: Access review path for the first safe pilot.

Set up in Claude

Sandbox supported. Access details shown before approval.

FAQ

Operational answers for the hosted Nexus MCP, Salesforce OAuth, and the free readiness check.

Is the free check read-only?

Yes. The free health check is read-only against Salesforce. It runs SOQL and metadata-read style checks. It does not create, update, delete, deploy, or modify Salesforce records, metadata, automation, users, permissions, or settings.

Should I use sandbox or production?

Use sandbox first if your team wants to validate the connector flow before touching production. Use production when you want the diagnostic to reflect the live org your AI agents would depend on.

What Salesforce scopes does Nexus request?

Nexus requests api refresh_token. api allows Salesforce API access for diagnostic queries. refresh_token keeps the connection alive during the retention window without asking you to reconnect each time.

Does Nexus store my Salesforce password?

No. Salesforce authentication uses OAuth. Your Salesforce password is not shared with Nexus.

How long does Nexus keep the connection?

Nexus retains the encrypted Salesforce connection/session for up to 30 days after last access, unless you disconnect earlier. Tokens are removed from Nexus session storage when the connector is disconnected or when session cleanup runs.

How do I revoke access?

Remove the connector in Claude and revoke Nexus from Salesforce Connected Apps. Revoking the Connected App in Salesforce invalidates future token use.

Does the free check build an Org Brain?

No. The free check may retain the latest generated diagnostic snapshot for trend comparison. It is not used to build a persistent Org Brain.

Turn readiness signals into Salesforce work.

Use Nexus MCP to get the first read. Use Nexus Agency when the org needs senior review, a ranked cleanup path, and engineering-backed Salesforce delivery from the same operator perspective.

Set up in Claude Go to Nexus Agency

Signal-only diagnostic first
Fixed-scope Blueprint when risk appears
Scoped cleanup after the roadmap is clear