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salesforce-metadata-mcp

salesforce-metadata-mcp

npm version npm downloads License: MIT MCP Compatible

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 221 tools total for building, configuring, and automating Salesforce orgs directly from Claude or any MCP client.


Quick Start

npx -y salesforce-metadata-mcp

Or install globally:

npm install -g salesforce-metadata-mcp
salesforce-metadata-mcp

Related MCP server: sf-mcp

Configuration (Claude Desktop / Claude Code)

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.


Tools — 221 total

Highlights below; see TOOLS.md for the complete reference with parameters and example prompts.

Objects & Fields

Tool

Description

sf_create_custom_object

Create a custom object with all settings

sf_create_custom_field

Create a field on any object (all types)

sf_create_formula_field

Create formula fields with full formula language support

sf_add_picklist_values

Add values to existing picklist fields

sf_create_custom_metadata_type

Create a Custom Metadata Type (__mdt)

sf_create_custom_metadata_record

Create records for a Custom Metadata Type

sf_create_custom_label

Create or update Custom Labels

sf_create_custom_setting

Create Hierarchy or List Custom Settings

sf_create_global_value_set

Create shared picklist usable across objects

sf_create_record_type

Create Record Types with picklist overrides

sf_create_business_process

Create Business Processes for Opp/Lead/Case

sf_create_page_layout

Create Page Layouts with sections and fields

sf_create_sharing_rule

Create criteria or ownership sharing rules

sf_create_field_dependency

Create controlling/dependent picklist dependency

sf_describe_object

Read an object's full schema — fields, types, picklist values, child relationships, record types

Automation

Tool

Description

sf_create_flow

Create any Flow type — Assignment, Decision, GetRecords, CreateRecords (with field values), DeleteRecords, Loop

sf_create_approval_process

Create multi-step approval processes

sf_create_validation_rule

Create data validation rules

sf_create_workflow_field_update

Create workflow field update actions

sf_create_email_alert

Create workflow email alert actions

sf_create_platform_event

Create Platform Event objects

sf_create_assignment_rule

Create Lead/Case assignment rules

sf_create_escalation_rule

Create Case escalation rules

sf_create_auto_response_rule

Create Web-to-Lead/Case auto-response rules

sf_create_matching_rule

Create duplicate matching rules

sf_create_duplicate_rule

Create duplicate detection rules

sf_create_apex_email_service

Create inbound Apex email services

sf_create_scheduled_job

Schedule an Apex class via cron

Security & Access

Tool

Description

sf_create_permission_set

Create Permission Sets with all permissions

sf_create_role

Create roles in the role hierarchy

sf_create_queue

Create queues with members and objects

sf_create_named_credential

Create Named Credentials for callouts

sf_get_field_permissions

Audit current field-level security grants across Profiles and Permission Sets

UI & Experience

Tool

Description

sf_create_lightning_app

Create Lightning Apps with nav/utility bars

sf_create_tab

Create Custom Tabs for objects

sf_create_compact_layout

Create Compact Layouts (highlights panel)

sf_create_list_view

Create List Views with filters and columns

sf_create_email_template

Create HTML/text email templates

sf_create_static_resource

Create Static Resources from text content

sf_create_custom_notification_type

Create Custom Notification Types

sf_create_report_type

Create Custom Report Types

sf_create_dashboard

Create Dashboards with components

Apex Development

Tool

Description

sf_create_apex_class

Deploy any Apex class to the org

sf_create_apex_trigger

Deploy an Apex trigger on any object

sf_create_apex_test_class

Deploy test classes, optionally run tests

sf_run_apex_tests

Run test classes and get pass/fail results

sf_execute_anonymous_apex

Execute anonymous Apex and see output

sf_get_apex_class

Read the source of an existing Apex class

sf_get_apex_trigger

Read the source of an existing Apex trigger

sf_enable_debug_logs

Turn on Apex debug logging for a user (TraceFlag)

sf_get_debug_logs

List recent Apex debug logs

sf_get_debug_log_body

Read the full content of a debug log

sf_scan_apex_antipatterns

Lightweight heuristic scan for SOQL/DML-in-loop, hardcoded IDs, debug statements

sf_run_code_scanner

Multi-engine static analysis (PMD, SFGE SOQL-injection data-flow, RetireJS, ESLint) via Salesforce Code Analyzer

LWC Development

Tool

Description

sf_create_lwc

Deploy a full LWC with HTML, JS, CSS

sf_update_lwc

Update an existing LWC component

Experience Cloud

Tool

Description

sf_create_experience_site

Create Experience Cloud sites

sf_create_experience_page

Create pages within Experience sites

Agentforce

Tool

Description

sf_create_agent

Create Agentforce Agent (Bot shell)

sf_create_agent_action

Create Agent Actions (GenAiFunction) linked to Flows/Apex

sf_create_agent_topic

Create Agent Topics (GenAiPlugin) with actions wired in

sf_create_agent_planner

Wire agent to its topics (GenAiPlanner) — required for routing

External Integrations

Tool

Description

sf_create_connected_app

Create OAuth Connected Apps

sf_create_external_data_source

Create External Data Sources for Connect

sf_create_external_object

Create External Objects (__x)

sf_create_remote_site_setting

Whitelist external URLs for callouts

sf_create_csp_setting

Create CSP trusted sites for LWC

Change Sets & Deployment

Tool

Description

sf_create_outbound_change_set

Create Outbound Change Sets

sf_add_to_change_set

Add components to a change set

sf_deploy_metadata

Deploy metadata via Metadata API (supports testLevel, inline XML)

sf_check_deploy_status

Check deployment job status

sf_retrieve_metadata

Retrieve metadata from the org

MCP Server Management

Tool

Description

sf_create_mcp_server

Generate a new MCP server project on disk

sf_create_mcp_tool

Add a new tool to an existing MCP server

sf_list_mcp_tools

List all tools in an MCP server project


Example Prompts

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."


Environment Variables

Variable

Description

Required

SF_INSTANCE_URL

Your org URL (e.g. https://org.salesforce.com)

Always

SF_CLIENT_ID

Connected App client ID

For OAuth

SF_CLIENT_SECRET

Connected App client secret

For OAuth

SF_REFRESH_TOKEN

OAuth refresh token

For OAuth

SF_ALIAS

Salesforce CLI org alias

For CLI

SF_ACCESS_TOKEN

Static access token (expires ~1hr)

For static

PORT

HTTP server port (default: 3000)

For HTTP mode

TRANSPORT

stdio or http (default: stdio)

Optional


Documentation


Bugs & Feature Requests

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.


License

MIT

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