io.github.semwalajay83-sem/salesforce-metadata-mcp

Creates a Matching Rule used by Duplicate Rules to detect potential duplicate records. Define which fields to match on and which matching algorithm to use (Exact, FirstName, LastName, Company, Email, Phone, etc.). Must be created before creating a Duplicate Rule that references it.

Generates a complete, working MCP server project structure on disk targeting a Salesforce org. Creates package.json, tsconfig.json, src/index.ts entry point, .env.example, and README.md. The generated server uses the MCP SDK and includes a sample 'hello_world' tool. Provide an outputDirectory (absolute path) where the files will be written. After generation, run 'npm install' then 'npm run build' in that directory.

Adds a new tool definition to an existing MCP server project by reading the src/index.ts file and appending the tool registration. Provide the tool name, description, input schema as a JSON object (field names to {type, description}), and handler code. The tool code is inserted before the 'Start server' section. Run 'npm run build' after adding tools.

Creates a Messaging Channel for Salesforce digital engagement (SMS, WhatsApp, Facebook Messenger, Apple Messages for Business, etc.). channelType options: SMS, WhatsApp, Facebook, AppleBusinessChat, Line, GoogleBusinessMessages, EinsteinBotChannel, WebChat phoneNumber: E.164 format phone number for SMS/WhatsApp channels (e.g. +15551234567) pageId: Facebook Page ID or equivalent external platform identifier routingType: Queue (route to a queue) or Bot (route to an Einstein Bot first) queueName: required when routingType=Queue botName: required when routingType=Bot (bot handles initial messages) After creating, configure the channel with sf_create_embedded_service to add it to a site.

Creates a Milestone Type that can be referenced in Entitlement Processes to define SLA checkpoints. Milestones represent required steps (e.g., 'First Response', 'Resolution') with time-based targets. fullName: milestone type API name name: display name description: optional description recurrenceType: how the milestone repeats — recursIndependently, recursChained, or noRecurrence

Creates a Muting Permission Set that removes specific permissions from users in a Permission Set Group. Use to create exceptions — e.g., a Permission Set Group grants broad access, and a Muting Permission Set removes a subset of that access for specific users. fullName: muting permission set API name label: display label description: optional description

Creates a Named Credential for making authenticated callouts to external systems from Apex or Flows. Named Credentials store the endpoint URL and authentication details securely, so developers don't hardcode credentials. Supports NoAuthentication, Basic (username/password), OAuth, and more. Use with sf_create_remote_site_setting to also allow the URL.

Creates a Next Best Action (NBA) recommendation strategy (RecommendationStrategy metadata type). NBA strategies surface contextual recommendations to agents and customers on record pages, communities, and chatbots. A strategy defines: - contextObjectApiName: the record type that provides context (e.g. 'Account', 'Case', 'Opportunity') - recommendations: a list of actions the agent can offer, each with Accept/Decline buttons and an optional Flow to execute on acceptance NBA strategies can be displayed via: - Einstein Next Best Action component on a Lightning Record Page - OmniScripts and FlexCards - Service Console After creating, add the "Einstein Next Best Action" Lightning component to a record page and configure it to use this strategy.

Creates a Custom Notification Type for sending in-app and mobile push notifications. Custom notification types can be triggered from Flows, Apex, or Process Builder. Users receive notifications in the Salesforce Bell icon (desktop) and on the Salesforce mobile app. fullName: notification type API name masterLabel: display label customNotifTypeName: developer name for the notification type description: optional description

Creates an OmniStudio OmniScript — a guided interaction flow for collecting data or performing processes. OmniScripts are identified by Type + SubType + Language (e.g. AccountOpening / Personal / English). The fullName becomes Type_SubType_Language. The script is created inactive with the specified elements. Complex element configuration (branching logic, custom LWC overrides, remote actions) should be finalized in the OmniScript Designer after creation. isLwcEnabled: true deploys the script as a Lightning Web Component (recommended for performance). isOmniScriptEmbeddable: true allows embedding this script inside other OmniScripts. Use sf_activate_omniscript to activate after creation.

Creates an Outbound Change Set in the org — a container for metadata components that can be deployed to connected orgs (sandbox → production). Optionally adds specified components immediately. Returns the change set ID and a link to view it in Setup. Use this before deploying to production when using the change set deployment model.

Creates a Workflow Outbound Message that sends a SOAP XML payload to an external endpoint when triggered by a Workflow Rule or Approval Process. Use for real-time integration with external systems that need to be notified of record changes. objectName: object the message is for fullName: developer name for the outbound message name: display name endpointUrl: external SOAP endpoint URL fields: field API names to include in the message integrationUser: optional username to authenticate the callout

Creates a second-generation managed or unlocked package using the SF CLI. Packages bundle metadata for distribution. Managed packages support namespacing and AppExchange listing; unlocked packages support source-tracking without namespacing. name: package name packageType: Managed or Unlocked path: source path for the package, e.g. 'force-app' description: optional description noNamespace: create without a namespace (Unlocked packages only)

Creates a new version of an existing second-generation package. Each version captures the current state of the package source. Package versions can be promoted and installed in target orgs. packageId: Package ID (0Ho...) or package alias installationKey: optional key to protect the version codeVersion: version number, e.g. '1.0.0.NEXT' wait: minutes to wait for version creation to complete

Creates a Page Layout for a Salesforce object. Page Layouts control what fields, related lists, and buttons appear on record detail and edit pages. Layouts are assigned to user profiles and record types. Define sections with fields and the related lists to include.

Creates a Path Assistant (Sales Path or Kanban path) for a Salesforce object picklist field via the Metadata API. Define path items for each picklist value with optional guidance text, info titles, and key fields to highlight at each stage. Activate the path to make it visible to users.

Creates a Permission Set with object permissions, field permissions, Apex class access, and user permissions. Permission Sets extend a user's access without changing their profile. Use when you need to grant specific permissions to a subset of users (e.g., a 'Sales Manager' permission set that allows deleting opportunities).

Creates a Permission Set Group that aggregates multiple Permission Sets into a single assignable unit. Users assigned the group receive all permissions from all included permission sets. Simplifies administration when users need a combination of permissions. fullName: Permission Set Group API name label: display label permissionSets: array of Permission Set API names to include

Creates a Platform Cache partition in the Salesforce org via the Metadata API. Platform Cache improves app performance by storing data server-side close to Apex code. Allocate capacity for session cache (per-user, per-session) and org cache (shared across all users). Optionally mark as the default partition.

Creates a Platform Event object (ending in __e) for event-driven architecture. Platform Events enable real-time publish/subscribe communication between systems. Publishers fire events and subscribers (Flows, Apex triggers, external systems) react to them. PublishAfterCommit waits for DML to commit; PublishImmediately fires right away.

Creates an Apex trigger that fires when a Platform Event message is received (after insert). Use to process incoming platform events with Apex logic — e.g., creating records, sending notifications, or calling external APIs when an event is published. triggerName: Apex trigger name eventApiName: Platform event API name, e.g. 'MyEvent__e' body: Apex code body for the trigger apiVersion: Salesforce API version

Creates a Presence Configuration (PresenceUserConfig) that controls which Service Channels agents can handle and their total work capacity. capacity: total capacity units available to agents with this configuration serviceChannels: list of Service Channel API names the agents can work on allowAgentsToChangeStatus: whether agents can manually change their presence status Assign this configuration to agents via their Profile or Permission Set.

Creates a Presence Status that agents can set to indicate their availability. statusType: - Online: agent is available for all assigned channels - Busy: agent is limited to specific channels - Offline: agent receives no work items serviceChannels: for Busy status, list which channels remain active. After creating, assign the status to profiles/permission sets with sf_assign_presence_status.

Creates a Pricebook2 record and optionally adds products with pricing via PricebookEntry records. Price books define the prices for your products. Each org has one standard price book; additional custom price books can be used for different customer segments or regions. name: price book name isActive: whether the price book is active isStandard: true only for the standard price book currencyIsoCode: ISO currency code (e.g. 'USD') products: optional array of {productId, unitPrice, useStandardPrice?} to add to the price book

Creates a Salesforce Product2 record. Products represent items or services that can be added to Opportunities and Quotes via Opportunity Line Items. Use with sf_create_price_book to set pricing. name: product name productCode: optional SKU or product code description: optional description isActive: whether the product is available for use (default: true) family: product family/category, e.g. 'Hardware' quantityUnitOfMeasure: unit of measure, e.g. 'Each', 'Hour'

Creates a Public Group (Group SObject with Type=Regular) for sharing rules, email distribution, or queue membership. Public groups can include users, roles, and other groups. Use as a sharing target in sf_create_sharing_rule.

Creates a Streaming API PushTopic for real-time record change notifications via the SObject API. Clients subscribe to /topic/TopicName using the CometD protocol. Specify the SOQL query that filters which records trigger events, and configure which operations (create, update, delete, undelete) and fields trigger notifications.

Creates a Queue in Salesforce. Queues are groups of users that can be assigned records (Cases, Leads, etc.). When a record is assigned to a queue, any queue member can work on it. Use for support teams, sales teams, or any scenario where multiple people share a pool of records to process.

Associates a Routing Configuration with an existing Queue, enabling OmniChannel routing for that queue. After creating a Routing Configuration (sf_create_routing_configuration), use this tool to link it to the Queue that holds the work items. Work items assigned to the queue will then be routed to agents using the specified routing model. queueDeveloperName: the API name of the Queue (DeveloperName, not label) routingConfigName: the API name of the Routing Configuration to link

Creates an object-specific quick action on a Salesforce object via the Metadata API. Supports Create, Update, LogACall, and SendEmail action types. Optionally specify a target object (for Create type) and the fields to include in the action layout.

Creates a single SObject record via the Salesforce REST API. Provide the object API name and a fields object with field API names and values. For bulk creation (100+ records), use sf_bulk_import_records instead.

Creates a Record Type on a Salesforce object. Record Types allow different page layouts, picklist values, and business processes for different types of records on the same object. For example, create 'Enterprise' and 'SMB' record types on Opportunity with different Stage values.

Creates a Remote Site Setting to allow an external URL for Apex callouts. Salesforce blocks outbound HTTP calls by default — adding a Remote Site Setting allows Apex code to call that URL. Required for any external API callout from Apex or Flows. Use with sf_create_named_credential for authenticated callouts.

Creates a Salesforce Report using the Report metadata type. Supports Tabular, Summary, Matrix, and Joined formats. Specify the report type (e.g., Accounts, Opportunities), columns to display, and optional filters. Reports are created in the specified folder or your personal folder by default.

Creates a folder for organizing Reports or Dashboards. Folder access types: Hidden (only owner), Shared (explicit sharing), Public (all users). After creating, use sf_share_report_folder to grant access to specific users, roles, or groups.

Creates a Custom Report Type that defines what objects and fields are available when building reports. A report type specifies a primary object and optionally related objects (joined via relationships). Use when the standard report types don't include the data you need, or when you want to create a specialized reporting structure.

Creates a Role in the Salesforce role hierarchy. Roles control record visibility through role-based sharing. Users in higher roles can see records owned by users in subordinate roles. Specify a parentRole to place this role in the hierarchy, or omit it for a top-level role.

Creates multiple Salesforce roles in the role hierarchy in a single call. Roles control record visibility — users in higher roles see records owned by subordinate-role users (depending on OWD settings). Use to set up an entire hierarchy at once. roles: array of {fullName, name, parentRole?, description?} - fullName: role API name (e.g. 'VP_Sales') - name: display label - parentRole: API name of parent role (omit for top-level)

Creates a Routing Configuration that defines how work items are assigned to agents. routingModel options: - LeastActive: routes to the agent with the fewest active work items - MostAvailable: routes to the agent with the most available capacity - ExternalRouting: custom routing via Apex or external system capacity: agent capacity consumed per work item (1–100) priority: routing priority (lower number = higher priority, range 1–10) unitType: Percentage or Throughput (how capacity is measured) pushTimeout: seconds before a declined/unanswered item is re-queued (optional) After creating, link it to a queue with sf_create_queue_routing_config.

Creates a SAML Single Sign-On (SSO) configuration in Salesforce via the Metadata API. Provide the identity provider issuer URL, base64-encoded IdP certificate, login URL, and user identity mapping settings. Supports username, federation ID, and user ID identity types. Used to enable SAML 2.0 federation with external identity providers.

Creates a new sandbox org via the Tooling API (SandboxInfo object). Supports Developer, Developer Pro, Partial Copy, and Full sandbox types. Optionally specify an Apex class to run after the sandbox copy completes. The sandbox creation is asynchronous — use sf_list_sandboxes to monitor the status.

Creates a Schedule-Triggered Flow that runs automatically on a recurring schedule (e.g., daily, weekly) against a batch of matching records. Use for nightly batch processing, periodic data updates, or scheduled notifications. fullName: Flow API name label: Flow display label objectApiName: object whose records to process scheduledPaths: array defining when the flow runs (offsetNumber, offsetUnit, timeSource) description: optional description

Schedules an Apex class that implements the Schedulable interface to run on a cron schedule. Use for batch processing, nightly data cleanup, report generation, or any periodic automation. The Apex class must already exist in the org. Example cron: '0 0 2 * * ?' = daily at 2 AM.

Creates a Salesforce scratch org using the SF CLI. Scratch orgs are temporary, configurable environments for development and testing. Requires a Dev Hub org to be authorized. definitionFile: path to project-scratch-def.json (optional, defaults to CLI default) alias: alias for the scratch org duration: number of days before expiry (1–30) devHubAlias: Dev Hub org alias

Creates or updates a SearchLayout for a Salesforce object, defining which fields appear in search results, lookup dialogs, and lookup filter fields. Use to customize what columns users see when they search for records or open a lookup dialog. objectName: the API name of the object, e.g. 'Account' or 'Invoice__c' searchResultsAdditionalFields: field API names to show as columns in global search results lookupDialogsAdditionalFields: field API names to show in lookup dialog results lookupFilterFields: field API names used as filterable columns in lookups

Creates an OmniChannel Service Channel that connects work items from a Salesforce object to the OmniChannel routing engine. channelType options: Case, Chat, Messaging, Voice, Email, SocialPost, Custom relatedObjectApiName: the Salesforce object this channel routes (e.g. "Case", "LiveChatTranscript", "MessagingSession"). Required for Custom type. capacity: maximum number of simultaneous work items an agent can handle on this channel (default 1). Service Channels are referenced by Routing Configurations and Presence Configurations.

Creates a Service Territory for Field Service Lightning. Territories define the geographic areas or organizational divisions where field service resources operate. isActive: set true to make the territory immediately available for scheduling operatingHoursName: API name of an existing OperatingHours record to set business hours Address fields (street, city, state, country, postalCode): optional location for the territory center

Creates a Sharing Rule for a Salesforce object. Sharing Rules extend the OWD by automatically sharing records with users who meet criteria (criteria-based) or who own records (ownership-based). Use to give specific roles/groups access to records they wouldn't normally see based on OWD.

Creates a Skill that can be assigned to service agents. Skills are used for: - OmniChannel skill-based routing (route work to agents with required skills) - Field Service Lightning (assign skills to resources, skills to work types) After creating a skill, assign it to agents with sf_assign_skill_to_agent.

Creates a Static Resource from text/JSON/JS/CSS content. Static Resources are files stored in Salesforce and served via a CDN URL — ideal for JavaScript libraries, CSS stylesheets, JSON configuration, or any other file that needs to be served from Salesforce. Content is provided as a string and deployed via the Metadata API.