salesforce_upload_report_xml

Upload XML to generate or update reports in Salesforce.

Examples:

Create a new report:
- reportName: "Monthly Sales Summary"
- folderId: "00l5e000000XXXXX" (optional - uploads to user's private reports by default)
- xmlContent: "<Report xmlns=..."
- isDeveloperName: false
Update existing report:
- reportId: "00O5e000000XXXXX"
- xmlContent: "<Report xmlns=..."

Note: XML must follow Salesforce report metadata format. For custom report types, ensure the report type exists in your org before uploading.

Input Schema

Name	Required	Description
`folderId`	No	Folder ID where the report should be saved (optional)
`isDeveloperName`	No	If true, reportName is treated as the API name instead of the display name
`reportId`	No	Report ID to update an existing report
`reportName`	No	Name for the new report (required for new reports)
`xmlContent`	Yes	XML content for the report in Salesforce report metadata format

Input Schema (JSON Schema)

{
  "properties": {
    "folderId": {
      "description": "Folder ID where the report should be saved (optional)",
      "optional": true,
      "type": "string"
    },
    "isDeveloperName": {
      "description": "If true, reportName is treated as the API name instead of the display name",
      "optional": true,
      "type": "boolean"
    },
    "reportId": {
      "description": "Report ID to update an existing report",
      "optional": true,
      "type": "string"
    },
    "reportName": {
      "description": "Name for the new report (required for new reports)",
      "optional": true,
      "type": "string"
    },
    "xmlContent": {
      "description": "XML content for the report in Salesforce report metadata format",
      "type": "string"
    }
  },
  "required": [
    "xmlContent"
  ],
  "type": "object"
}

Salesforce MCP Server

salesforce_upload_report_xml

Input Schema

Input Schema (JSON Schema)

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