Salesforce MCP Server

Instructions

Implementation Reference

• src/tools/searchAll.ts:170-288 (handler)

  Main execution logic for salesforce_search_all tool. Constructs and executes SOSL query across multiple Salesforce objects, formats results, and handles errors.

  export async function handleSearchAll(conn: any, args: SearchAllArgs) {
    const { searchTerm, searchIn = "ALL FIELDS", objects, withClauses, updateable, viewable } = args;
  
    try {
      // Validate the search term
      if (!searchTerm.trim()) {
        throw new Error('Search term cannot be empty');
      }
  
      // Construct the RETURNING clause with object-specific clauses
      const returningClause = objects
        .map(obj => {
          let clause = `${obj.name}(${obj.fields.join(',')}`
          
          // Add object-specific clauses if present
          if (obj.where) clause += ` WHERE ${obj.where}`;
          if (obj.orderBy) clause += ` ORDER BY ${obj.orderBy}`;
          if (obj.limit) clause += ` LIMIT ${obj.limit}`;
          
          return clause + ')';
        })
        .join(', ');
  
      // Build WITH clauses if present
      const withClausesStr = withClauses
        ? withClauses.map(buildWithClause).join(' ')
        : '';
  
      // Add updateable/viewable flags if specified
      const accessFlags = [];
      if (updateable) accessFlags.push('UPDATEABLE');
      if (viewable) accessFlags.push('VIEWABLE');
      const accessClause = accessFlags.length > 0 ? 
        ` RETURNING ${accessFlags.join(',')}` : '';
  
      // Construct complete SOSL query
      const soslQuery = `FIND {${searchTerm}} IN ${searchIn} 
        ${withClausesStr}
        RETURNING ${returningClause}
        ${accessClause}`.trim();
  
      // Execute search
      const result = await conn.search(soslQuery);
  
      // Format results by object
      let formattedResults = '';
      objects.forEach((obj, index) => {
        const objectResults = result.searchRecords.filter((record: any) => 
          record.attributes.type === obj.name
        );
  
        formattedResults += `\n${obj.name} (${objectResults.length} records found):\n`;
        
        if (objectResults.length > 0) {
          objectResults.forEach((record: any, recordIndex: number) => {
            formattedResults += `  Record ${recordIndex + 1}:\n`;
            obj.fields.forEach(field => {
              const value = record[field];
              formattedResults += `    ${field}: ${value !== null && value !== undefined ? value : 'null'}\n`;
            });
            // Add metadata or snippet info if requested
            if (withClauses?.some(w => w.type === "METADATA")) {
              formattedResults += `    Metadata:\n      Last Modified: ${record.attributes.lastModifiedDate}\n`;
            }
            if (withClauses?.some(w => w.type === "SNIPPET")) {
              formattedResults += `    Snippets:\n${record.snippets?.map((s: any) => 
                `      ${s.field}: ${s.snippet}`).join('\n') || '      None'}\n`;
            }
          });
        }
  
        if (index < objects.length - 1) {
          formattedResults += '\n';
        }
      });
  
      return {
        content: [{
          type: "text",
          text: `Search Results:${formattedResults}`
        }],
        isError: false,
      };
    } catch (error) {
      // Enhanced error handling for SOSL queries
      const errorMessage = error instanceof Error ? error.message : String(error);
      let enhancedError = errorMessage;
  
      if (errorMessage.includes('MALFORMED_SEARCH')) {
        enhancedError = `Invalid search query format. Common issues:\n` +
          `1. Search term contains invalid characters\n` +
          `2. Object or field names are incorrect\n` +
          `3. Missing required SOSL syntax elements\n` +
          `4. Invalid WITH clause combination\n\n` +
          `Original error: ${errorMessage}`;
      } else if (errorMessage.includes('INVALID_FIELD')) {
        enhancedError = `Invalid field specified in RETURNING clause. Please check:\n` +
          `1. Field names are correct\n` +
          `2. Fields exist on the specified objects\n` +
          `3. You have access to all specified fields\n` +
          `4. WITH SNIPPET fields are valid\n\n` +
          `Original error: ${errorMessage}`;
      } else if (errorMessage.includes('WITH_CLAUSE')) {
        enhancedError = `Error in WITH clause. Please check:\n` +
          `1. WITH clause type is supported\n` +
          `2. WITH clause value is valid\n` +
          `3. You have permission to use the specified WITH clause\n\n` +
          `Original error: ${errorMessage}`;
      }
  
      return {
        content: [{
          type: "text",
          text: `Error executing search: ${enhancedError}`
        }],
        isError: true,
      };
    }
  }

• src/tools/searchAll.ts:3-127 (schema)

  Tool schema definition including name, description, and detailed inputSchema for validating salesforce_search_all parameters.

  export const SEARCH_ALL: Tool = {
    name: "salesforce_search_all",
    description: `Search across multiple Salesforce objects using SOSL (Salesforce Object Search Language).
    
  Examples:
  1. Basic search across all objects:
     {
       "searchTerm": "John",
       "objects": [
         { "name": "Account", "fields": ["Name"], "limit": 10 },
         { "name": "Contact", "fields": ["FirstName", "LastName", "Email"] }
       ]
     }
  
  2. Advanced search with filters:
     {
       "searchTerm": "Cloud*",
       "searchIn": "NAME FIELDS",
       "objects": [
         { 
           "name": "Account", 
           "fields": ["Name", "Industry"], 
           "orderBy": "Name DESC",
           "where": "Industry = 'Technology'"
         }
       ],
       "withClauses": [
         { "type": "NETWORK", "value": "ALL NETWORKS" },
         { "type": "SNIPPET", "fields": ["Description"] }
       ]
     }
  
  Notes:
  - Use * and ? for wildcards in search terms
  - Each object can have its own WHERE, ORDER BY, and LIMIT clauses
  - Support for WITH clauses: DATA CATEGORY, DIVISION, METADATA, NETWORK, PRICEBOOKID, SNIPPET, SECURITY_ENFORCED
  - "updateable" and "viewable" options control record access filtering`,
    inputSchema: {
      type: "object",
      properties: {
        searchTerm: {
          type: "string",
          description: "Text to search for (supports wildcards * and ?)"
        },
        searchIn: {
          type: "string",
          enum: ["ALL FIELDS", "NAME FIELDS", "EMAIL FIELDS", "PHONE FIELDS", "SIDEBAR FIELDS"],
          description: "Which fields to search in",
          optional: true
        },
        objects: {
          type: "array",
          items: {
            type: "object",
            properties: {
              name: { 
                type: "string",
                description: "API name of the object"
              },
              fields: {
                type: "array",
                items: { type: "string" },
                description: "Fields to return for this object"
              },
              where: {
                type: "string",
                description: "WHERE clause for this object",
                optional: true
              },
              orderBy: {
                type: "string",
                description: "ORDER BY clause for this object",
                optional: true
              },
              limit: {
                type: "number",
                description: "Maximum number of records to return for this object",
                optional: true
              }
            },
            required: ["name", "fields"]
          },
          description: "List of objects to search and their return fields"
        },
        withClauses: {
          type: "array",
          items: {
            type: "object",
            properties: {
              type: {
                type: "string",
                enum: ["DATA CATEGORY", "DIVISION", "METADATA", "NETWORK", 
                      "PRICEBOOKID", "SNIPPET", "SECURITY_ENFORCED"]
              },
              value: {
                type: "string",
                description: "Value for the WITH clause",
                optional: true
              },
              fields: {
                type: "array",
                items: { type: "string" },
                description: "Fields for SNIPPET clause",
                optional: true
              }
            },
            required: ["type"]
          },
          description: "Additional WITH clauses for the search",
          optional: true
        },
        updateable: {
          type: "boolean",
          description: "Return only updateable records",
          optional: true
        },
        viewable: {
          type: "boolean",
          description: "Return only viewable records",
          optional: true
        }
      },
      required: ["searchTerm", "objects"]
    }
  };

• src/index.ts:37-47 (registration)

  Registers the salesforce_search_all tool (as SEARCH_ALL) in the list of available tools returned by ListToolsRequest.

    tools: [
      SEARCH_OBJECTS, 
      DESCRIBE_OBJECT, 
      QUERY_RECORDS, 
      DML_RECORDS,
      MANAGE_OBJECT,
      MANAGE_FIELD,
      SEARCH_ALL,
      UPLOAD_REPORT_XML  // Add new tool to the list
    ],
  }));

• src/index.ts:145-174 (registration)

  Switch case in main tool dispatcher that validates arguments and calls the handleSearchAll handler for salesforce_search_all.

  case "salesforce_search_all": {
    const searchArgs = args as Record<string, unknown>;
    if (!searchArgs.searchTerm || !Array.isArray(searchArgs.objects)) {
      throw new Error('searchTerm and objects array are required for search');
    }
  
    // Validate objects array
    const objects = searchArgs.objects as Array<Record<string, unknown>>;
    if (!objects.every(obj => obj.name && Array.isArray(obj.fields))) {
      throw new Error('Each object must specify name and fields array');
    }
  
    // Type check and conversion
    const validatedArgs: SearchAllArgs = {
      searchTerm: searchArgs.searchTerm as string,
      searchIn: searchArgs.searchIn as "ALL FIELDS" | "NAME FIELDS" | "EMAIL FIELDS" | "PHONE FIELDS" | "SIDEBAR FIELDS" | undefined,
      objects: objects.map(obj => ({
        name: obj.name as string,
        fields: obj.fields as string[],
        where: obj.where as string | undefined,
        orderBy: obj.orderBy as string | undefined,
        limit: obj.limit as number | undefined
      })),
      withClauses: searchArgs.withClauses as WithClause[] | undefined,
      updateable: searchArgs.updateable as boolean | undefined,
      viewable: searchArgs.viewable as boolean | undefined
    };
  
    return await handleSearchAll(conn, validatedArgs);
  }

• src/tools/searchAll.ts:153-168 (helper)

  Helper function to construct SOSL WITH clauses from the input parameters.

  function buildWithClause(withClause: WithClause): string {
    switch (withClause.type) {
      case "SNIPPET":
        return `WITH SNIPPET (${withClause.fields?.join(', ')})`;
      case "DATA CATEGORY":
      case "DIVISION":
      case "NETWORK":
      case "PRICEBOOKID":
        return `WITH ${withClause.type} = ${withClause.value}`;
      case "METADATA":
      case "SECURITY_ENFORCED":
        return `WITH ${withClause.type}`;
      default:
        return '';
    }
  }