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aaron-pienza

Salesforce MCP Server

by aaron-pienza

salesforce_dml_records

Insert, update, delete, or upsert Salesforce records by specifying operation, object name, and record data.

Instructions

Perform data manipulation operations on Salesforce records:

  • insert: Create new records

  • update: Modify existing records (requires Id)

  • delete: Remove records (requires Id)

  • upsert: Insert or update based on external ID field Examples: Insert new Accounts, Update Case status, Delete old records, Upsert based on custom external ID

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
operationYesType of DML operation to perform
objectNameYesAPI name of the object
recordsYesArray of records to process
externalIdFieldNoExternal ID field name for upsert operations
Behavior4/5

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

The description discloses that operations modify data, requires Id for update/delete, and mentions external ID for upsert. However, it does not cover permissions, rate limits, or side effects, and there are no annotations to supplement.

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?

The description is structured as a bullet list with clear operation explanations and examples. It is reasonably concise, though examples could be trimmed slightly without losing clarity.

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

Completeness3/5

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

The description covers input parameters well but lacks information about the return value (success/error structure) and potential error cases. This is a gap given there is no output schema or annotations.

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%, so baseline is 3. The description adds value by explaining each operation option and providing examples, which clarifies usage beyond the schema descriptions.

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 tool performs data manipulation (insert, update, delete, upsert) on Salesforce records. It distinguishes itself from sibling query/search tools by focusing on write operations.

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

Usage Guidelines3/5

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

The description implies usage for DML operations but does not explicitly state when to use this tool versus alternatives like query_records or search. No when-not guidance is provided.

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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