Salesforce MCP Server

Instructions

Implementation Reference

• src/tools/manageObject.ts:75-163 (handler)

  The handler function that executes the tool logic: creates or updates Salesforce custom objects using the Metadata API.
  export async function handleManageObject(conn: any, args: ManageObjectArgs) { const { operation, objectName, label, pluralLabel, description, nameFieldLabel, nameFieldType, nameFieldFormat, sharingModel } = args; try { if (operation === 'create') { if (!label || !pluralLabel) { throw new Error('Label and pluralLabel are required for object creation'); } // Prepare metadata for the new object const metadata = { fullName: `${objectName}__c`, label, pluralLabel, nameField: { label: nameFieldLabel || `${label} Name`, type: nameFieldType || 'Text', ...(nameFieldType === 'AutoNumber' && nameFieldFormat ? { displayFormat: nameFieldFormat } : {}) }, deploymentStatus: 'Deployed', sharingModel: sharingModel || 'ReadWrite' } as MetadataInfo; if (description) { metadata.description = description; } // Create the object using Metadata API const result = await conn.metadata.create('CustomObject', metadata); if (result && (Array.isArray(result) ? result[0].success : result.success)) { return { content: [{ type: "text", text: `Successfully created custom object ${objectName}__c` }], isError: false, }; } } else { // For update, first get existing metadata const existingMetadata = await conn.metadata.read('CustomObject', [`${objectName}__c`]); const currentMetadata = Array.isArray(existingMetadata) ? existingMetadata[0] : existingMetadata; if (!currentMetadata) { throw new Error(`Object ${objectName}__c not found`); } // Prepare update metadata const metadata = { ...currentMetadata, label: label || currentMetadata.label, pluralLabel: pluralLabel || currentMetadata.pluralLabel, description: description !== undefined ? description : currentMetadata.description, sharingModel: sharingModel || currentMetadata.sharingModel } as MetadataInfo; // Update the object using Metadata API const result = await conn.metadata.update('CustomObject', metadata); if (result && (Array.isArray(result) ? result[0].success : result.success)) { return { content: [{ type: "text", text: `Successfully updated custom object ${objectName}__c` }], isError: false, }; } } return { content: [{ type: "text", text: `Failed to ${operation} custom object ${objectName}__c` }], isError: true, }; } catch (error) { return { content: [{ type: "text", text: `Error ${operation === 'create' ? 'creating' : 'updating'} custom object: ${error instanceof Error ? error.message : String(error)}` }], isError: true, }; } }
• src/tools/manageObject.ts:4-61 (schema)

  Tool definition including name, description, and input schema for validation.
  export const MANAGE_OBJECT: Tool = { name: "salesforce_manage_object", description: `Create new custom objects or modify existing ones in Salesforce: - Create: New custom objects with fields, relationships, and settings - Update: Modify existing object settings, labels, sharing model Examples: Create Customer_Feedback__c object, Update object sharing settings Note: Changes affect metadata and require proper permissions`, inputSchema: { type: "object", properties: { operation: { type: "string", enum: ["create", "update"], description: "Whether to create new object or update existing" }, objectName: { type: "string", description: "API name for the object (without __c suffix)" }, label: { type: "string", description: "Label for the object" }, pluralLabel: { type: "string", description: "Plural label for the object" }, description: { type: "string", description: "Description of the object", optional: true }, nameFieldLabel: { type: "string", description: "Label for the name field", optional: true }, nameFieldType: { type: "string", enum: ["Text", "AutoNumber"], description: "Type of the name field", optional: true }, nameFieldFormat: { type: "string", description: "Display format for AutoNumber field (e.g., 'A-{0000}')", optional: true }, sharingModel: { type: "string", enum: ["ReadWrite", "Read", "Private", "ControlledByParent"], description: "Sharing model for the object", optional: true } }, required: ["operation", "objectName"] } };
• src/index.ts:97-114 (registration)

  Switch case in CallToolRequest handler that validates arguments and calls the handleManageObject function.
  case "salesforce_manage_object": { const objectArgs = args as Record<string, unknown>; if (!objectArgs.operation || !objectArgs.objectName) { throw new Error('operation and objectName are required for object management'); } const validatedArgs: ManageObjectArgs = { operation: objectArgs.operation as 'create' | 'update', objectName: objectArgs.objectName as string, label: objectArgs.label as string | undefined, pluralLabel: objectArgs.pluralLabel as string | undefined, description: objectArgs.description as string | undefined, nameFieldLabel: objectArgs.nameFieldLabel as string | undefined, nameFieldType: objectArgs.nameFieldType as 'Text' | 'AutoNumber' | undefined, nameFieldFormat: objectArgs.nameFieldFormat as string | undefined, sharingModel: objectArgs.sharingModel as 'ReadWrite' | 'Read' | 'Private' | 'ControlledByParent' | undefined }; return await handleManageObject(conn, validatedArgs); }
• src/index.ts:35-45 (registration)

  Registration of the tool in the ListToolsRequest handler, including MANAGE_OBJECT in the tools list.
  server.setRequestHandler(ListToolsRequestSchema, async () => ({ tools: [ SEARCH_OBJECTS, DESCRIBE_OBJECT, QUERY_RECORDS, DML_RECORDS, MANAGE_OBJECT, MANAGE_FIELD, SEARCH_ALL ], }));