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Deviank88

Salesforce MCP UI Automation

by Deviank88
OverviewSchemaRelated ServersScoreDiscussions
Python
Local

Server Configuration

Describes the environment variables required to run the server.

NameRequiredDescriptionDefault
SALESFORCE_ORG_URLYesThe URL of your Salesforce org (e.g., https://your-domain.my.salesforce.com). Required.
SALESFORCE_PROFILENoBrowser profile name for persistent session. Default: defaultdefault
SALESFORCE_HEADLESSNoRun browser headless (true/false). Default: falsefalse
SALESFORCE_API_VERSIONNoSalesforce API version (e.g., 61.0). Default: 61.061.0
SALESFORCE_ACCESS_TOKENNoSalesforce access token for API calls (optional if using browser session token or OAuth).
SALESFORCE_INSTANCE_URLNoThe instance URL for API calls. Defaults to SALESFORCE_ORG_URL if not set.
SALESFORCE_OAUTH_SCOPESNoOAuth scopes. Default: api refresh_tokenapi refresh_token
SALESFORCE_OAUTH_CLIENT_IDNoOAuth client ID for Connected App (required for OAuth token flow).
SALESFORCE_DATACLOUD_API_URLNoData Cloud tenant URL for Query/Metadata API.
SALESFORCE_OAUTH_REDIRECT_URINoOAuth redirect URI. Default: http://localhost:1717/oauth/callbackhttp://localhost:1717/oauth/callback
SALESFORCE_DATACLOUD_QUERY_URLNoLegacy Data Cloud query URL (optional).
SALESFORCE_OAUTH_CLIENT_SECRETNoOAuth client secret for Connected App.
SALESFORCE_JOURNAL_REDACT_FIELDSNoComma-separated list of field names to redact in journal logs. Default: token,password,secret,access_token,refresh_token,authorizationtoken,password,secret,access_token,refresh_token,authorization
SALESFORCE_DATACLOUD_ACCESS_TOKENNoAccess token for Data Cloud API calls.
SALESFORCE_DATACLOUD_INGESTION_URLNoData Cloud ingestion tenant URL.

Instructions

Guidance the server publishes about itself, which clients place ahead of the tool catalog so the model reads it before choosing anything.

This server publishes no instructions, or was last inspected before Glama recorded them.

Capabilities

Features and capabilities supported by this server

Protocol revision2025-11-25

CapabilityDetails
tools
{
  "listChanged": false
}
prompts
{
  "listChanged": false
}
resources
{
  "subscribe": false,
  "listChanged": false
}
experimental
{}

Tools

Functions exposed to the LLM to take actions

NameDescription
open_orgC

Open a Salesforce org URL with the persistent browser profile.

snapshotB

Return the current page state, visible text, optional screenshot, warnings, and next actions.

clickC

Click a visible element by text, CSS selector, or accessibility role.

fillC

Fill an input by label, CSS selector, or placeholder.

selectC

Select an option in a native select field by selector or label.

wait_forC

Wait for page stability, a selector, or visible text.

search_setupC

Open Salesforce Setup and search the Quick Find box.

open_datacloud_areaC

Search Setup for a known Data Cloud area such as Data Streams or Identity Resolution.

diagnose_datacloudA

Collect a Data Cloud-oriented diagnostic snapshot of the current page.

close_browserB

Close the persistent browser context for the current MCP server process.

browser_auth_statusA

Report masked browser/runtime authentication status for the active Playwright session.

use_browser_session_tokenA

Use the Salesforce sid cookie from Playwright as an in-memory API session token.

start_oauth_token_flowC

Start OAuth Authorization Code + PKCE in Playwright and store tokens in memory.

refresh_oauth_tokenB

Refresh the in-memory OAuth access token using the runtime refresh token.

clear_runtime_tokensA

Clear in-memory Salesforce and Data Cloud runtime tokens.

plan_requestC

Create a supervised execution plan and run journal for a user request.

list_capabilitiesA

List supported supervised Data Cloud workflow capabilities.

execute_planB

Execute a planned run until completion, failure, or approval is required.

get_run_statusC

Return the current run journal state.

approve_stepC

Approve one supervised run step.

rollback_runC

Prepare or execute rollback for resources tracked in a run journal.

query_salesforceC

Run a Salesforce SOQL query using configured OAuth access token environment variables.

query_datacloudC

Run a Data Cloud query against the configured Data Cloud query endpoint.

datacloud_submit_queryB

Submit a Data Cloud SQL query and return query metadata or a query id.

datacloud_query_statusC

Return status for a submitted Data Cloud SQL query.

datacloud_query_rowsB

Return paginated rows for a submitted Data Cloud SQL query.

datacloud_cancel_queryC

Cancel a submitted Data Cloud SQL query.

datacloud_metadataC

Retrieve Data Cloud metadata for DLOs, DMOs, Calculated Insights, fields, and relationships.

assert_recordsC

Validate records with count, contains, required field, freshness, and no-error checks.

compare_before_afterC

Compare before/after query evidence captured in a run journal.

Prompts

Interactive templates invoked by user choice

NameDescription

No prompts

Resources

Contextual data attached and managed by the client

NameDescription

No resources

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