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PasinduGunarathne

wso2-bi-salesforce-mcp-server

Generate Salesforce Postman Collection (with auto-obtained refresh token)

sf_generate_postman_collection

Creates an import-ready Postman collection for your Salesforce org, auto-obtaining an OAuth2 refresh token and embedding credentials for immediate use with sample REST and service requests.

Instructions

Creates a complete, import-ready Postman collection for your Salesforce org:

  1. Auto-obtains a refresh token using the username+password flow (no browser).

  2. Bakes ALL credentials into the collection (collection variables + OAuth2 config).

  3. Saves the .postman_collection.json to disk.

  4. Returns a ready_for_quickstart block — call sf_quickstart immediately after, or save the file path and use sf_import_postman_credentials any time later.

The generated collection includes: • Password flow, auth-code flow (Steps 1–3), and refresh-token requests • Test scripts that auto-save tokens to collection variables on every response • Salesforce REST API folder (validate, list SObjects, SOQL, create Account) • Ballerina service folder (health check, Account CRUD via local service)

This is the recommended first step — run it once, reuse the collection forever.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
sf_client_idYesSalesforce Connected App Consumer Key (Client ID)
sf_client_secretYesSalesforce Connected App Consumer Secret (Client Secret)
sf_base_urlYesSalesforce org instance URL, e.g. https://myorg.my.salesforce.com (sandbox auto-detected from hostname)
usernameYesSalesforce username (email). Used to auto-obtain a refresh token via the password flow.
passwordYesSalesforce password. Append your security token if required: myPassword + ABC123 → myPasswordABC123
redirect_uriNoRedirect URI registered in your Connected App (also written into the collection).https://login.salesforce.com/services/oauth2/success
collection_nameNoDisplay name for the Postman collection (default: 'Salesforce Integration').Salesforce Integration
output_pathNoWhere to save the .postman_collection.json. Defaults to ~/WSO2Integrator/<collection_name>.postman_collection.json
Behavior5/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Detailed disclosure of automation: auto-obtains refresh token, bakes credentials, saves to disk, and returns a block. Annotations indicate non-destructive and open world, which aligns with the description. No contradictions.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

Well-structured with a clear lead sentence and bullet points for contents. Every sentence adds value, though could be slightly more streamlined.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness5/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Covers the entire process, components of the generated collection, and return value. Completes the picture for a complex tool with no output schema.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters4/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema already describes all parameters with 100% coverage, and the description adds extra context (e.g., appending security token for password, default output path). Provides value beyond the schema.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states it creates a complete Postman collection for Salesforce, listing contents and connecting to sibling tools like sf_quickstart and sf_import_postman_credentials. It distinguishes itself by being the recommended first step.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines5/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

Explicitly states it is the recommended first step and provides clear next steps: call sf_quickstart immediately or use sf_import_postman_credentials later. No ambiguity about when to use.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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