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PasinduGunarathne

wso2-bi-salesforce-mcp-server

Get Salesforce Tokens via Username-Password Flow (No Browser)

sf_get_token_password_flow

Obtains Salesforce OAuth2 tokens using username-password flow without browser redirect. Requires Connected App setup with offline_access scope and username-password flow enabled.

Instructions

Obtains Salesforce OAuth2 tokens using the username+password grant — no browser, no auth-code redirect required.

Requirements on the Connected App (one-time Salesforce Setup):

  1. Scope: "Perform requests at any time (refresh_token, offline_access)"

  2. Setup → Identity → OAuth and OpenID Connect Settings → "Allow OAuth Username-Password Flows" = ON

Append security token to password if required: myPasswordABC123

Returns refresh_token and a ready_for_quickstart block for sf_quickstart.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
sf_client_idYesSalesforce Connected App Consumer Key (Client ID)
sf_client_secretYesSalesforce Connected App Consumer Secret (Client Secret)
usernameYesSalesforce username (email), e.g. me@myorg.com
passwordYesSalesforce password. If your org uses a security token, append it directly: password+securitytoken
sf_base_urlYesSalesforce org instance URL, e.g. https://myorg.my.salesforce.com (sandbox auto-detected from hostname)
Behavior4/5

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

Annotations already indicate readOnlyHint=false, destructiveHint=false, idempotentHint=false. The description adds context about requiring a Connected App configuration, security token handling, and return values. It does not contradict annotations and provides useful behavioral details beyond annotations.

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

Conciseness5/5

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

The description is concise, front-loaded with the core purpose, and structured with a bullet list for requirements. Every sentence adds value without unnecessary wording.

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

Completeness4/5

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

Given the absence of an output schema, the description mentions return values (refresh_token and ready_for_quickstart block) and prerequisites. It covers most essential aspects for invoking the tool but omits error handling or failure scenarios.

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 coverage is 100% with descriptions for all 5 parameters. The description adds extra semantics by explaining how to append security token to password and that sf_base_url auto-detects sandbox. This enhances the schema's information.

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 the verb 'obtains' and the resource 'Salesforce OAuth2 tokens using the username+password grant'. It distinguishes from sibling tools like sf_exchange_oauth_code and sf_get_oauth_auth_url by explicitly mentioning 'no browser, no auth-code redirect required'.

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

Usage Guidelines4/5

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

The description provides explicit requirements for the Connected App setup and password security token appending. It mentions the return of refresh_token and a block for sf_quickstart, but does not explicitly list alternative tools or when not to use this flow.

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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