Salesforce Metadata MCP

Created By

semwalajay83-sem4 days ago

The most comprehensive Salesforce MCP server: 212 tools for managing your org from Claude in natural language. Create custom objects, fields, and page layouts; build and activate Flows; write and deploy Apex and LWC; manage permission sets, profiles, and users; reports and dashboards; Experience Cloud; OmniStudio (OmniScripts, FlexCards, DataRaptors); and full Agentforce agent creation (topics, actions, planner). Auth via Salesforce CLI alias, access token, or JWT Bearer Flow. MIT licensed.

Overview Content Tools Comments

Overview

salesforce-metadata-mcp

The most comprehensive Salesforce metadata and development MCP server. 212 tools 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

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 — 212 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

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

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

SETUP.md — Prerequisites, authentication, Claude configuration
TOOLS.md — All 212 tools with full parameter documentation
AGENTFORCE.md — Agentforce agent creation guide
APEX_LWC.md — Apex and LWC development guide
CHANGELOG.md — Version history

License

MIT

Try in Playground

Server Config

{
  "mcpServers": {
    "salesforce": {
      "command": "npx",
      "args": [
        "-y",
        "salesforce-metadata-mcp"
      ],
      "env": {
        "SF_INSTANCE_URL": "https://your-org.my.salesforce.com",
        "SF_ACCESS_TOKEN": "<YOUR_TOKEN>"
      }
    }
  }
}

Project Info

Created At

4 days ago

Updated At

4 days ago

Author Name

semwalajay83-sem

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