Success Hub
Log In

Getting Started with Plauti MCP

Last updated

Learn what Plauti MCP is, what you need in order to use it, and where to find it on your computer.

In short

  • Plauti MCP comes with Plauti Desktop v3.0.0 and later. To get Plauti MCP, install Plauti Desktop.
  • Do you already use Plauti Desktop? Make sure you have version 3.0.0 or later. If you do, you already have Plauti MCP. You do not need to install anything else on your computer.
    Find the version of Plauti Desktop by opening it. The version is displayed bottom left, as well as in the User Information menu item.
  • Plauti MCP needs the Plauti ECA package in Salesforce. Install it in every Salesforce org you want to connect to, and give your Salesforce user access to it. Without it, you cannot log in to Salesforce from your AI app. See Install the ECA for Salesforce Connections.
  • Plauti MCP works on its own. You do not need to set anything up in Plauti Desktop. Plauti Desktop does not have to be open, and you do not have to log in to it. Plauti MCP only needs Plauti Desktop present to be installed.
  • Ready to set it up? You configure Plauti MCP in your AI app, not in Salesforce.
    Read more in:
    Set up in Claude
    Set up in ChatGPT
    Set up in other AI apps

What is Plauti MCP

MCP (Model Context Protocol) is a standard way to connect AI assistants, such as Claude, to other systems.

Plauti MCP connects your AI assistant to your Salesforce org and to Plauti Deduplicate. You ask questions in plain language, and the assistant does the work for you. Jobs run locally on your own computer.

In the near future Plauti MCP will also be able to connect to Dynamics environments, and to more Plauti features than just Deduplicate.

What you can do with Plauti MCP

Once Plauti MCP is set up in your AI app, you can ask the assistant to do any number of things related to Plauti Deduplicate, in plain language. For example:

  • Connect to Salesforce. Ask the assistant to connect to your production org or sandbox org. It opens the Salesforce login page in your browser, and you log in the same way you normally do.
  • Manage Deduplicate scenarios. A scenario holds the rules that decide which records are duplicates. Ask the assistant to list, create, update or delete scenarios. You can also ask it to test a scenario on two records, to see how they score, field by field.
  • Run Deduplicate jobs. Ask the assistant to create and start a job. It can tell you how the job is progressing, read the job log for you and stop the job if needed.
  • Review results. Ask the assistant to show the duplicate groups and pairs a job found, with their scores. It can open a group and show the record values side by side, instead of just the scores. Before you merge, it can show you a preview of the Master record that will be kept.
  • Merge duplicates. Ask the assistant to merge one duplicate record pair at a time, or to merge all pairs in a job automatically when they score above a certain threshold. It can also convert leads automatically.

For example prompts, see Use Plauti MCP.

Requirements

Only for local use

Plauti MCP runs on your own computer, so it only works with apps you install on your machine. Claude in the browser (claude.ai) and ChatGPT in the browser or on mobile cannot use Plauti MCP.

Where to find Plauti MCP

To set up Plauti MCP in your AI app, you need the location of the Plauti MCP file. The file is located in the Plauti Desktop installation folder.

macOS, if Plauti Desktop is in the Applications folder:

/Applications/Plauti Desktop.app/Contents/Resources/mcp/plauti-mcp

Windows, if Plauti Desktop is in the default installation folder:

C:\Users\<your-user>\AppData\Local\Programs\Plauti Desktop\resources\mcp\plauti-mcp.exe

Replace <your-user> with your Windows user name. You can also write this path as %LOCALAPPDATA%\Programs\Plauti Desktop\resources\mcp\plauti-mcp.exe.

If you chose a different installation location when you installed Plauti Desktop, change the path to match.

Plauti MCP does not need any extra settings or arguments. You only point your AI app to this file.

Next steps

  1. Set up Plauti MCP in your AI app:
  2. Use Plauti MCP: connect to your Salesforce org and start asking questions.