Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||
Capabilities
Features and capabilities supported by this server
| Capability | Details |
|---|---|
| tools | {} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| salesforce_setup | Configure Salesforce credentials (Client ID, Client Secret, Instance URL) |
| salesforce_learn | Analyzes the complete Salesforce installation and creates local documentation of all objects, fields, and customizations. This should be run once after initial setup to enable intelligent assistance. |
| salesforce_installation_info | Returns comprehensive information about the learned Salesforce installation, including all object details, field specifications, relationships, permissions, and customizations from the learned installation data. |
| salesforce_learn_context | Learn and store personal/business context about the user and their Salesforce data model relationships. This helps provide better context-aware assistance across sessions. PROACTIVELY CAPTURE AHA MOMENTS: Whenever you discover something important about the user's workflow, business processes, preferences, challenges, or breakthrough insights during conversations, automatically use store_learning to preserve this knowledge. Look for moments when the user reveals key information, expresses frustration, shares successful strategies, or has realizations - these are valuable learnings that should be stored immediately. |
| salesforce_query | Execute SOQL queries against any Salesforce object. Supports SELECT, WHERE, ORDER BY, LIMIT, and other SOQL features. |
| salesforce_create | Create a new record in any Salesforce object. Automatically handles required fields validation. |
| salesforce_update | Update an existing record in any Salesforce object. Requires the record ID and field values to update. |
| salesforce_delete | Delete a record from any Salesforce object. This action is permanent and cannot be undone. |
| salesforce_describe | Get detailed schema information for any Salesforce object, including all fields, data types, and permissions. |
| salesforce_auth | Authenticate with Salesforce. Automatically detects if authentication is needed and handles OAuth flow. Call this tool if any Salesforce operations fail due to authentication issues. |
| salesforce_backup | Start comprehensive backups of Salesforce data including all file attachments. Runs asynchronously in background - returns immediately with job ID. Check progress with salesforce_backup_status. |
| salesforce_backup_list | List all available Salesforce backups with their details including timestamp, duration, file counts, and sizes |
| salesforce_backup_status | Check the status of Salesforce backup jobs. Monitor running, completed, or failed backup operations. Use without parameters to see all jobs, or specify a job_id to get detailed status of a specific backup job. |
| salesforce_time_machine_query | Query historical Salesforce data from backups using Time Machine functionality. Supports point-in-time queries, comparisons, and record history tracking. |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |