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semwalajay83-sem

salesforce-metadata-mcp

Create Salesforce Approval Process

sf_create_approval_process
Idempotent

Create or update Salesforce approval processes via Metadata API. Define submitters, approval steps, approvers, entry criteria, and approval/rejection outcomes.

Instructions

Creates or updates a Salesforce Approval Process via the Metadata API. Define who can submit, approval steps with approvers, entry criteria, and what happens on approval or rejection.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
labelYesHuman-readable label, e.g. 'Large Deal Approval Process'
activeNoActivate immediately (warning: cannot change steps after activation)
objectNameYesObject API name, e.g. 'Opportunity' or 'Leave_Request__c'
allowRecallNoAllow submitters to recall approval requests
descriptionNoDescription of the approval process
processNameYesAPI name of the process, e.g. 'Large_Deal_Approval'
entryFormulaNoFormula records must satisfy to enter this process
approvalStepsYesOrdered list of approval steps
emailTemplateNoEmail template for approval notifications, e.g. 'unfiled$public/ApprovalEmail'
allowedSubmittersYesWho can submit: [{type:'owner'}] or [{type:'role', submitter:'SalesRep'}]
finalApprovalLockNoLock record after final approval
recordEditabilityNoWho can edit locked records during approvalAdminOnly
finalRejectionLockNoLock record after final rejection
entryFilterCriteriaNoFilter criteria alternative to entryFormula
Behavior3/5

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

The annotations already indicate idempotency and non-read-only behavior. The description adds that it uses the Metadata API and can create or update, but doesn't disclose additional behavioral nuances like the irreversibility of activation (which is only in the schema). This is adequate but not rich.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness5/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is two sentences long, with the action immediately stated. Every phrase adds value—the verb, resource, API method, and key configurable aspects—without redundancy.

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

Completeness4/5

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

With 14 parameters and no output schema, the description provides a useful overview of the tool's capabilities, while the rich schema and annotations cover the detailed semantics. It could mention return values or activation warnings, but these are either obvious from the create/update context or present in the schema.

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?

The input schema provides 100% detailed descriptions of all 14 parameters, so the description doesn't need to add much. It lists high-level categories (submitters, steps, approvers, entry criteria, actions) that map to parameters, but adds no new semantic detail.

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 uses specific verb 'Creates or updates' and names the resource 'Salesforce Approval Process' via 'Metadata API', clearly distinguishing it from sibling tools like sf_create_validation_rule or sf_create_workflow_rule.

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 clearly identifies the tool's domain (approval processes) and the operation (create/update), making it obvious when to use it. However, it doesn't explicitly mention alternatives or exclusion conditions, so it stops short of a 5.

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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