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boejucci

Salesforce MCP Server (Extended)

by boejucci

salesforce_dml_records

Create, update, delete, or upsert Salesforce records using DML operations. Specify the object, operation type, and record data for bulk processing.

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
Behavior3/5

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

No annotations are provided, so the description carries full burden. It discloses that these are modify operations, requires Id for update/delete, and upsert uses external ID field. However, it lacks details on permissions, rate limits, error handling, or idempotency, which are important for behavioral transparency.

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 fairly concise and well-structured using bullet points and examples. Each sentence adds value, though some redundancy exists (e.g., operation list repeated). It could be slightly shorter 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?

Given the absence of output schema and annotations, the description adequately covers the tool's purpose and parameters. However, it could mention return value behavior (e.g., IDs created) and error handling (e.g., partial success), which are lacking. Overall, it is sufficient but not thorough.

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

Parameters3/5

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

Schema coverage is 100% (all parameters described), so baseline is 3. The description adds contextual value (e.g., 'requires Id' for update/delete) but does not significantly enhance understanding beyond the schema definitions. It could better explain the format of records (e.g., required fields per operation).

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 performs DML operations (insert, update, delete, upsert) on Salesforce records, with explicit examples (e.g., 'Insert new Accounts, Update Case status'). This distinguishes it from siblings like salesforce_query_records (read-only) and salesforce_describe_object (metadata).

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 context for each operation (e.g., 'requires Id' for update/delete, 'based on external ID field' for upsert) and includes examples. However, it does not explicitly state when not to use the tool or suggest alternatives, leaving room for ambiguity.

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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