Configure Agency Billing Faster with an AI Coding Assistant

Describe the agency billing outcome you want in plain language, and let a coding agent guide you through the configuration. Choose how much you want to review before changes apply, from approving each step individually to running the full setup with minimal intervention. The agent configures legal entities, billing treatments, tax and payment rules, accounting, permissions, and license checks for you, so you don't have to work screen by screen through Setup and the guided wizard. When setup is complete, the agent creates a policy so you can verify the configuration.

Where: This change applies to Lightning Experience in Professional, Enterprise, and Unlimited editions where Financial Services Cloud and Insurance Brokerage are enabled, and requires access to the Headless 360 MCP Server (Beta).

Note Headless 360 MCP Server is a beta service that is subject to the Beta Services Terms at Agreements - Salesforce.com or a written Unified Pilot Agreement if executed by Customer, and applicable terms in the Product Terms Directory. Use of this beta service is at the Customer's sole discretion.

How: Use an AI coding assistant, such as Agentforce Vibes or Claude Code, that's connected to your org through the Headless 360 MCP Server (Beta) and Salesforce CLI, and describe the agency billing outcome that you want. For Salesforce Hosted MCP Server usage, see sfdc.co/usage_headless. Choose how much you want to review before changes apply, from approving each step individually to applying the full setup with fewer pauses. Review the generated billing configuration, make any adjustments, and apply it to your org. When setup is complete, the workflow creates a policy so you can verify the configuration.