salesforce-metadata-mcp

salesforce-metadata-mcp

The most comprehensive Salesforce metadata and development MCP server. 60+ tools for building, configuring, and automating Salesforce orgs directly from Claude or any MCP client.

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Quick Start

npx -y salesforce-metadata-mcp

Or install globally:

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

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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.

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Tools (60+)

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

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

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

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

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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."

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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

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Documentation

• SETUP.md — Prerequisites, authentication, Claude configuration
• TOOLS.md — All 60+ tools with full parameter documentation
• AGENTFORCE.md — Agentforce agent creation guide
• APEX_LWC.md — Apex and LWC development guide
• CHANGELOG.md — Version history

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License

MIT