salesforce-mcp

Instructions

Implementation Reference

• src/salesforce/server.py:358-372 (handler)

  The handler logic for the 'create_record' tool. It retrieves object_name and data from arguments, validates them, connects to Salesforce if needed, dynamically gets the object, calls create(data), and returns the result as formatted JSON text.

  elif name == "create_record":
      object_name = arguments.get("object_name")
      data = arguments.get("data")
      if not object_name or not data:
          raise ValueError("Missing 'object_name' or 'data' argument")
      if not sf_client.sf:
          raise ValueError("Salesforce connection not established.")
      sf_object = getattr(sf_client.sf, object_name)
      results = sf_object.create(data)
      return [
          types.TextContent(
              type="text",
              text=f"Create {object_name} Record Result (JSON):\n{json.dumps(results, indent=2)}",
          )
      ]

• src/salesforce/server.py:156-175 (registration)

  Registration of the 'create_record' tool in the list_tools() function, including its name, description, and input schema for validation.

  types.Tool(
      name="create_record",
      description="Creates a new record",
      inputSchema={
          "type": "object",
          "properties": {
              "object_name": {
                  "type": "string",
                  "description": "The name of the Salesforce object (e.g., 'Account', 'Contact')",
              },
              "data": {
                  "type": "object",
                  "description": "The data for the new record",
                  "properties": {},
                  "additionalProperties": True,
              },
          },
          "required": ["object_name", "data"],
      },
  ),

• src/salesforce/server.py:159-174 (schema)

  JSON schema defining the input parameters for the 'create_record' tool: object_name (string) and data (object).

  inputSchema={
      "type": "object",
      "properties": {
          "object_name": {
              "type": "string",
              "description": "The name of the Salesforce object (e.g., 'Account', 'Contact')",
          },
          "data": {
              "type": "object",
              "description": "The data for the new record",
              "properties": {},
              "additionalProperties": True,
          },
      },
      "required": ["object_name", "data"],
  },