This MCP server provides 223 tools for building, configuring, automating, and managing Salesforce orgs directly from Claude or any MCP client, covering the full development lifecycle from schema design to Agentforce AI agents.
Objects & Schema: Create and manage custom objects, fields (formula, picklist, lookup), picklist values, custom metadata types/records, custom labels, custom settings, global value sets, record types, business processes, page layouts, compact layouts, and field dependencies. Describe object schemas and audit field permissions.
Automation & Logic: Build Flows (AutoLaunched, Screen, Record-Triggered, Scheduled) with advanced elements (Decision, Record operations, Apex actions, Subflows, Loops, Assignments, Screens). Create approval processes, validation rules, workflow rules (email alerts, field updates, outbound messages), platform events, assignment rules, escalation rules, auto-response rules, matching rules, duplicate rules, Apex email services, and scheduled Apex jobs.
Security & Access: Configure permission sets, permission set groups, muting permission sets, custom permissions, roles, queues, sharing rules, field-level security audits, and named credentials for secure callouts.
UI & Experience: Build Lightning apps, custom tabs, list views, email templates, static resources, custom notification types, report types, dashboards, report/dashboard folders (with sharing), and Experience Cloud sites/pages.
Apex & LWC Development: Deploy and read Apex classes, triggers, test classes; run tests and execute anonymous Apex; retrieve debug logs; scan code for anti-patterns (PMD, SFGE, ESLint, RetireJS). Create, update, and test Lightning Web Components; generate LWCs from requirements; get SLDS blueprints and accessibility guidance; migrate Aura components to LWC.
Agentforce: Build AI agents with actions (GenAiFunction from Flows/Apex), topics, planners, and a guided 5-step sequence.
External Integrations: Set up Connected Apps (OAuth), external client apps, external data sources/objects, remote site settings, and CSP trusted sites.
Data Management: Query with SOQL, perform single-record CRUD, and bulk import/update/delete via Bulk API 2.0.
Deployment & DevOps: Deploy, retrieve, and delete metadata; create and manage outbound change sets; check deployment status.
User & Group Management: Create and update users, assign to queues/public groups.
MCP Server Management: Generate new MCP server projects, add tools, and list existing tools.
Provides tools for managing Salesforce metadata, objects, automation, security, Apex, LWC, Agentforce, and deployments.
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., "@salesforce-metadata-mcp describe the Account object schema"
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.
The only Salesforce MCP server that builds Agentforce agents, OmniStudio components, and DevOps Center pipelines — alongside a complete daily developer loop (schema describe, Apex read, debug logs) and 228 tools total for building, configuring, and automating Salesforce orgs directly from Claude or any MCP client.
npx -y salesforce-metadata-mcpOr install globally:
npm install -g salesforce-metadata-mcp
salesforce-metadata-mcpRelated MCP server: sf-mcp
Add to your MCP configuration (claude_desktop_config.json or .claude/settings.json):
{
"mcpServers": {
"salesforce": {
"command": "npx",
"args": ["salesforce-metadata-mcp"],
"env": {
"SF_INSTANCE_URL": "https://your-org.salesforce.com",
"SF_ACCESS_TOKEN": "your_access_token"
}
}
}
}See SETUP.md for all authentication methods and detailed setup instructions.
Download salesforce-metadata-mcp-<version>.mcpb from the latest release, then drag it into Claude Desktop → Settings → Extensions. It prompts for your org URL and credentials — no JSON editing.
The bundle resolves the server from npm at launch rather than embedding a copy, so it always runs the current published version and never needs re-downloading after an upgrade.
docker build -t salesforce-metadata-mcp .
docker run -i --rm \
-e SF_INSTANCE_URL="https://your-org.my.salesforce.com" \
-e SF_ACCESS_TOKEN="your_access_token" \
salesforce-metadata-mcpThe image builds from source, runs as a non-root user, and ships production dependencies only. Because this server speaks MCP over stdio, -i is required — the container is driven by its client, not run as a background service. SF_ALIAS will not work in a container: the Salesforce CLI's login flow needs a browser, so use token, JWT, refresh-token, or client-credentials variables instead.
Highlights below; see TOOLS.md for the complete reference with parameters and example prompts.
Tool | Description |
| Create a custom object with all settings |
| Create a field on any object (all types) |
| Create formula fields with full formula language support |
| Add values to existing picklist fields |
| Create a Custom Metadata Type (__mdt) |
| Create records for a Custom Metadata Type |
| Create or update Custom Labels |
| Create Hierarchy or List Custom Settings |
| Create shared picklist usable across objects |
| Create Record Types with picklist overrides |
| Create Business Processes for Opp/Lead/Case |
| Create Page Layouts with sections and fields |
| Create criteria or ownership sharing rules |
| Create controlling/dependent picklist dependency |
| Read an object's full schema — fields, types, picklist values, child relationships, record types |
| Find objects by partial name or label — the discovery step before |
| Impact analysis: what references this component, and does the field hold data? Read-only |
| Update object-level properties, risk-classified with a confirmation gate |
| Update a field's definition, risk-classified — destructive changes report impact before applying |
Tool | Description |
| Create any Flow type — Assignment, Decision, GetRecords, CreateRecords (with field values), DeleteRecords, Loop |
| Create multi-step approval processes |
| Create data validation rules |
| Create workflow field update actions |
| Create workflow email alert actions |
| Create Platform Event objects |
| Create Lead/Case assignment rules |
| Create Case escalation rules |
| Create Web-to-Lead/Case auto-response rules |
| Create duplicate matching rules |
| Create duplicate detection rules |
| Create inbound Apex email services |
| Schedule an Apex class via cron |
Tool | Description |
| Create Permission Sets with all permissions |
| Create roles in the role hierarchy |
| Create queues with members and objects |
| Create Named Credentials for callouts |
| Audit current field-level security grants across Profiles and Permission Sets |
Tool | Description |
| Create Lightning Apps with nav/utility bars |
| Create Custom Tabs for objects |
| Create Compact Layouts (highlights panel) |
| Create List Views with filters and columns |
| Create HTML/text email templates |
| Create Static Resources from text content |
| Create Custom Notification Types |
| Create Custom Report Types |
| Create Dashboards with components |
Tool | Description |
| Deploy any Apex class to the org |
| Deploy an Apex trigger on any object |
| Deploy test classes, optionally run tests |
| Run test classes and get pass/fail results |
| Execute anonymous Apex and see output |
| Read the source of an existing Apex class |
| Read the source of an existing Apex trigger |
| Turn on Apex debug logging for a user (TraceFlag) |
| Turn Apex debug logging back off (deletes active TraceFlags) |
| List recent Apex debug logs |
| Read the full content of a debug log |
| Lightweight heuristic scan for SOQL/DML-in-loop, hardcoded IDs, debug statements |
| Multi-engine static analysis (PMD, SFGE SOQL-injection data-flow, RetireJS, ESLint) via Salesforce Code Analyzer |
Tool | Description |
| Deploy a full LWC with HTML, JS, CSS |
| Update an existing LWC component |
Tool | Description |
| Create Experience Cloud sites |
| Create pages within Experience sites |
Tool | Description |
| Create Agentforce Agent (Bot shell) |
| Create Agent Actions (GenAiFunction) linked to Flows/Apex |
| Create Agent Topics (GenAiPlugin) with actions wired in |
| Wire agent to its topics (GenAiPlanner) — required for routing |
Tool | Description |
| Create OAuth Connected Apps |
| Create External Client Apps (OAuth) — Salesforce's newer replacement for Connected Apps; Client Credentials Flow (incl. Run As user) is API-settable here, unlike Connected Apps |
| Create External Data Sources for Connect |
| Create External Objects (__x) |
| Whitelist external URLs for callouts |
| Create CSP trusted sites for LWC |
Tool | Description |
| Create Outbound Change Sets |
| Add components to a change set |
| Deploy metadata via Metadata API (supports |
| Check deployment job status |
| Retrieve metadata from the org |
| Permanently delete metadata components (CustomObject, CustomField, Flow, GenAiFunction, Bot, etc.) |
Tool | Description |
| Generate a new MCP server project on disk |
| Add a new tool to an existing MCP server |
| List all tools in an MCP server project |
Build a complete object:
"Create a custom object called Project__c with fields: Name (text), Status__c (picklist: Planning/Active/Complete), Budget__c (currency), then add a validation rule requiring Budget when Status is Active."
Deploy Apex:
"Create an Apex class called OpportunityService that queries all Opps with Amount > 100000. Then create a test class for it."
Create a flow:
"Create a record-triggered flow on Opportunity that fires after save when Stage = Closed Won. Send an email alert to the owner and create a follow-up Task due in 30 days."
Set up an LWC:
"Create a Lightning Web Component called accountSummary that displays account name, industry, and annual revenue. Make it available on Record Pages."
Agentforce setup:
"Create an Agentforce agent called SalesAssistant. Then create a GetOrders action linked to the Get_Account_Orders flow. Then create an OrderManagement topic with actions: [GetOrders]. Finally wire SalesAssistant to topic OrderManagement."
Variable | Description | Required |
| Your org URL (e.g. https://org.salesforce.com) | Always |
| Connected App client ID | For OAuth |
| Connected App client secret | For OAuth |
| OAuth refresh token | For OAuth |
| Salesforce CLI org alias | For CLI |
| Static access token (expires ~1hr) | For static |
| HTTP server port (default: 3000) | For HTTP mode |
|
| Optional |
SETUP.md — Prerequisites, authentication, Claude configuration
TOOLS.md — All 228 tools with full parameter documentation
AGENTFORCE.md — Agentforce agent creation guide
APEX_LWC.md — Apex and LWC development guide
CHANGELOG.md — Version history
Found a bug or want a new tool? Open an issue — there are templates for bug reports and feature requests. Please include the package version and the tool name, and remove any org URLs or credentials before posting.
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