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simonl77
by simonl77

salesforce_search_objects

Search Salesforce standard and custom objects by name pattern to quickly locate specific data structures within your Salesforce instance.

Instructions

Search for Salesforce standard and custom objects by name pattern. Examples: 'Account' will find Account, AccountHistory; 'Order' will find WorkOrder, ServiceOrder__c etc.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
searchPatternYesSearch pattern to find objects (e.g., 'Account Coverage' will find objects like 'AccountCoverage__c')

Implementation Reference

  • The handler function that executes the salesforce_search_objects tool. It uses conn.describeGlobal() to get all objects, filters them based on the searchPattern by splitting into terms and checking name/label, formats results.
    export async function handleSearchObjects(conn: any, searchPattern: string) { // Get list of all objects const describeGlobal = await conn.describeGlobal(); // Process search pattern to create a more flexible search const searchTerms = searchPattern.toLowerCase().split(' ').filter(term => term.length > 0); // Filter objects based on search pattern const matchingObjects = describeGlobal.sobjects.filter((obj: SalesforceObject) => { const objectName = obj.name.toLowerCase(); const objectLabel = obj.label.toLowerCase(); // Check if all search terms are present in either the API name or label return searchTerms.every(term => objectName.includes(term) || objectLabel.includes(term) ); }); if (matchingObjects.length === 0) { return { content: [{ type: "text", text: `No Salesforce objects found matching "${searchPattern}".` }], isError: false, }; } // Format the output const formattedResults = matchingObjects.map((obj: SalesforceObject) => `${obj.name}${obj.custom ? ' (Custom)' : ''}\n Label: ${obj.label}` ).join('\n\n'); return { content: [{ type: "text", text: `Found ${matchingObjects.length} matching objects:\n\n${formattedResults}` }], isError: false, }; }
  • The Tool object defining the schema for salesforce_search_objects, including name, description, and inputSchema with searchPattern parameter.
    export const SEARCH_OBJECTS: Tool = { name: "salesforce_search_objects", description: "Search for Salesforce standard and custom objects by name pattern. Examples: 'Account' will find Account, AccountHistory; 'Order' will find WorkOrder, ServiceOrder__c etc.", inputSchema: { type: "object", properties: { searchPattern: { type: "string", description: "Search pattern to find objects (e.g., 'Account Coverage' will find objects like 'AccountCoverage__c')" } }, required: ["searchPattern"] } };
  • src/index.ts:73-77 (registration)
    Registration in the CallToolRequestSchema handler switch statement that extracts searchPattern from args and calls handleSearchObjects.
    case "salesforce_search_objects": { const { searchPattern } = args as { searchPattern: string }; if (!searchPattern) throw new Error('searchPattern is required'); return await handleSearchObjects(conn, searchPattern); }
  • src/index.ts:45-63 (registration)
    Registration in ListToolsRequestSchema handler that includes SEARCH_OBJECTS in the list of available tools.
    server.setRequestHandler(ListToolsRequestSchema, async () => ({ tools: [ SEARCH_OBJECTS, DESCRIBE_OBJECT, QUERY_RECORDS, AGGREGATE_QUERY, DML_RECORDS, MANAGE_OBJECT, MANAGE_FIELD, MANAGE_FIELD_PERMISSIONS, SEARCH_ALL, READ_APEX, WRITE_APEX, READ_APEX_TRIGGER, WRITE_APEX_TRIGGER, EXECUTE_ANONYMOUS, MANAGE_DEBUG_LOGS ], }));
  • Import of the SEARCH_OBJECTS schema and handleSearchObjects handler from the search tool file.
    import { SEARCH_OBJECTS, handleSearchObjects } from "./tools/search.js";

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