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semwalajay83-sem

salesforce-metadata-mcp

Query Records (SOQL)

sf_query_records
Read-onlyIdempotent

Execute SOQL queries against Salesforce to retrieve matching records, including aggregate results, for reading data, checking record existence before creation, or verifying changes.

Instructions

Executes a SOQL query against the org and returns matching records. Provide the full SOQL string in the query param. Use for reading data, checking existing records before creating, or verifying changes.

Supports aggregate queries — GROUP BY with COUNT(), SUM(), AVG(), MAX(), MIN(), e.g.: 'SELECT StageName, COUNT(Id), SUM(Amount) FROM Opportunity GROUP BY StageName' Aggregate results come back as regular records with the aggregate expressions as field keys (e.g. "expr0").

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
limitNoMaximum records to return (default 200)
queryYesFull SOQL query string, e.g. 'SELECT Id, Name FROM Account WHERE Industry = \'Technology\' LIMIT 10'
Behavior4/5

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

Annotations already declare readOnlyHint=true, idempotentHint=true, and destructiveHint=false. The description adds valuable context by explaining aggregate query support and the resulting field-key format (e.g., 'expr0'), which goes beyond annotations.

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 concise and front-loaded, with a direct first sentence followed by a concrete aggregate query example. Every sentence earns its place; no redundant or vague content.

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?

The description covers the core functionality and the special case of aggregate queries, including return format. It does not explain pagination or error behavior, but the schema covers the limit parameter, and the annotations cover safety. Adequate for a query tool.

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

Parameters4/5

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

Schema coverage is 100%, so both parameters have descriptions. The description enhances this with a full SOQL example and explains aggregate result mapping, adding meaning beyond what the schema provides.

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 the tool executes a SOQL query against the org and returns matching records, using a specific verb and resource. It distinguishes from sibling tools like sf_get_record and sf_search_records by emphasizing raw SOQL flexibility.

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 explicitly lists use cases: reading data, checking existing records before creating, and verifying changes. This gives clear context, but it does not mention alternatives or when not to use this tool, so it stops short of a full 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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