Grid Connect MCP Server
Provides tools for creating, modifying, and monitoring Agentforce Grid workbooks, worksheets, and columns in Salesforce, including AI agent testing, evaluation, and data management.
Click on "Install Server".
Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.
In the chat, type
@followed by the MCP server name and your instructions, e.g., "@Grid Connect MCP Servercreate a workbook named 'Sales Dashboard' and add a worksheet 'Revenue'"
That's it! The server will respond to your query, and you can continue using it as needed.
Here is a step-by-step guide with screenshots.
Grid Connect MCP Server
MCP server for Agentforce Grid (formerly AI Workbench). Enables Claude Code and other MCP clients to create, modify, and monitor Grid workbooks, worksheets, and columns through the Grid Connect API.
Highlights
10 consolidated MCP tools (down from 65) — less tool-selection overhead, faster LLM inference
apply_grid— create an entire grid from a single YAML spec (one tool call replaces 10-15 sequential calls)Action-discriminated CRUD —
workbook,worksheet,column,celleach handle all operations via anactionparameterdiscover— single tool for all 25 metadata/data/agent discovery queriescolumn— absorbs typed mutations (edit prompt, swap model, add evaluation) as flat parameters alongside raw configComposite workflows —
setup_agent_test,poll_worksheet_status,get_worksheet_summary20 model shorthands including GPT 5.1/5.2, Claude 4.5 Opus, Claude 4.6 Sonnet
Hardened request logic with retry on network errors, 429 rate-limit respect, 5xx exponential backoff
Related MCP server: MCP Force
Authentication
This server uses Salesforce CLI (sf) api request commands for all API calls. Authentication is handled entirely by the SF CLI:
No manual token management required
SF CLI handles OAuth flows, token refresh, and expiration automatically
Supports all SF CLI authentication methods (web login, JWT, refresh tokens, etc.)
Works with any org authenticated via
sf org login
Quick Start
Prerequisites
Install Salesforce CLI:
brew install sfSetup
Login to your Salesforce org:
sf org login web --alias my-org --instance-url https://your-instance.salesforce.com/Or set as default org:
sf org login web --set-default --instance-url https://your-instance.salesforce.com/Verify your connection:
Test that you can access the Grid Connect API:
sf api request rest "/services/data/v66.0/public/grid/workbooks" \
--method GET \
--target-org my-orgOr if you set a default org:
sf api request rest "/services/data/v66.0/public/grid/workbooks" \
--method GETInstall and build:
npm install
npm run build
# Optional: Set environment variables if needed
# export ORG_ALIAS="orgfarm-org" # If not set, uses SF CLI default org
# export INSTANCE_URL="https://your-instance.salesforce.com" # Only for Lightning URL generation
npm startClaude Code Configuration
Minimal configuration (uses SF CLI default org):
{
"mcpServers": {
"grid-connect": {
"command": "node",
"args": ["/path/to/agentforce-grid-mcp/dist/index.js"]
}
}
}With specific org:
{
"mcpServers": {
"grid-connect": {
"command": "node",
"args": ["/path/to/agentforce-grid-mcp/dist/index.js"],
"env": {
"ORG_ALIAS": "orgfarm-org"
}
}
}
}Environment Variables
All environment variables are optional:
Variable | Default | Description |
| SF CLI default org | Target org alias (if not set, SF CLI uses your default org) |
|
| Salesforce instance URL (required only for Lightning Experience URL generation via |
|
| Salesforce API version |
|
| Request timeout in milliseconds |
|
| Enable debug logging to stderr |
Architecture
src/
index.ts # MCP server entry point
client.ts # SF CLI API wrapper with retry logic
schemas.ts # Zod schemas for all 12 column types
types.ts # Shared types
tools/
workbook.ts # 1 tool: workbook (6 actions: list, create, create_with_worksheet, get, get_worksheets, delete)
worksheet.ts # 1 tool: worksheet (11 actions: create, get, get_data, update, delete, add_rows, etc.)
column.ts # 1 tool: column (15+ actions: CRUD + typed mutations like edit_ai_prompt, change_model)
cell.ts # 1 tool: cell (5 actions: update, paste, trigger_execution, validate_formula, generate_ia_input)
discover.ts # 1 tool: discover (25 actions: all metadata, data, agent discovery)
workflows.ts # 3 tools: setup_agent_test, poll_worksheet_status, get_worksheet_summary
apply-grid.ts # 1 tool: apply_grid (YAML DSL → entire grid in one call)
urls.ts # 1 tool: get_url (Lightning Experience URLs)
lib/
yaml-parser.ts # Parse YAML DSL → GridSpec AST
validator.ts # 6-pass semantic validation (refs, cycles, types)
config-expander.ts # Flat YAML → triple-nested GCC JSON (Zod-validated)
resolution-engine.ts # Full pipeline: parse → validate → sort → create
model-map.ts # Model shorthand ↔ sfdc_ai__ ID mapping (20 shorthands)
config-helpers.ts # Shared: fetch config, resolve refs, deep merge
column-config-cache.ts # Session-lifetime config cache for typed mutations
worksheet-data-helpers.ts # Helpers for columnData response format
resource-cache.ts # TTL-based cache for MCP resourcesTool Categories
apply_grid — Declarative Grid Creation
The flagship tool. Pass a YAML spec and get a complete grid:
workbook: Sales Agent Tests
worksheet: Q1 Regression
columns:
- name: Utterances
type: text
- name: Agent Output
type: agent_test
agent: "Sales Coach"
inputUtterance: "Utterances"
- name: Coherence
type: eval/coherence
input: "Agent Output"
- name: Topic Check
type: eval/topic_assertion
input: "Agent Output"
reference: "Expected Topics"
data:
Utterances:
- "How do I reset my password?"
- "What is my account balance?"The tool handles:
Workbook/worksheet creation
Agent name → ID resolution
Column dependency ordering (topological sort)
Config expansion (flat YAML → nested JSON validated by Zod)
Sequential column creation with ID wiring
Data population
dryRunmode for validation without API calls
Typed Mutation Tools
Modify existing grids without constructing raw JSON:
Tool | Purpose |
| Change instruction, model, response format on AI columns |
| Update agent, utterance, context variables |
| Add evaluation column with auto-wired references |
| Switch LLM model (supports shorthands like |
| Change Object/DataModelObject query filters |
| Reprocess column or worksheet (all/failed/stale) |
| Update template and input mappings |
CRUD Tools
Standard operations for workbooks, worksheets, columns, cells, rows.
Discovery Tools
Tool | Returns |
| Available agents with IDs, versions, topics |
| Available models |
| All 12 evaluation types |
| SObject metadata |
| Data Cloud DMOs |
| Available prompt templates |
| Available Flows, Apex, etc. |
| Formula reference |
Composite Workflows
Tool | Purpose |
| Create a full agent test suite in one call |
| Poll until processing completes |
| Structured column/status summary |
| Create both in one step |
Column Types
All 12 Agentforce Grid column types are supported with typed Zod schemas:
Type | DSL Name | Purpose |
AI |
| LLM text generation with custom prompts |
Agent |
| Run agent conversations |
AgentTest |
| Batch agent testing |
Object |
| Query Salesforce SObjects |
DataModelObject |
| Query Data Cloud DMOs |
Evaluation |
| Evaluate outputs (12 evaluation types) |
Reference |
| Extract fields via JSON path |
Formula |
| Computed values |
PromptTemplate |
| Execute prompt templates |
InvocableAction |
| Execute Flows/Apex |
Action |
| Standard platform actions |
Text |
| Static/editable text |
Model Shorthands
Use short names instead of full sfdc_ai__* identifiers:
Shorthand | Model |
| GPT 4 Omni |
| GPT 4 Omni Mini |
| GPT 4.1 |
| GPT 4.1 Mini |
| GPT 5 |
| GPT 5 Mini |
| O3 |
| O4 Mini |
| Claude 4.5 Sonnet |
| Claude 4.5 Haiku |
| Claude 4 Sonnet |
| Gemini 2.5 Flash |
| Gemini 2.5 Flash Lite |
| Gemini 2.5 Pro |
| Amazon Nova Lite |
| Amazon Nova Pro |
Validation
Every column config is validated against typed Zod schemas before hitting the API. The apply_grid tool adds 6-pass semantic validation:
Schema — required fields, valid types
Type-specific fields — each column type's required config
Reference integrity — all column name references resolve
Cycle detection — no circular dependencies (Kahn's algorithm)
Type compatibility — eval targets valid column types
Value validation — valid eval types, model names, response formats
Development
npm run build # Compile TypeScript
npm run dev # Watch mode
npm start # Run the serverThis server cannot be installed
Maintenance
Resources
Unclaimed servers have limited discoverability.
Looking for Admin?
If you are the server author, to access and configure the admin panel.
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