@acquis-consulting/asm 1.0.10 → 1.0.12

package/dist/index.js

@@ -6,6 +6,7 @@ import path from 'node:path';
 import crypto from 'node:crypto';
 import { z } from 'zod/v4';
 import { createConnection, toolResponse } from './utils/index.js';
+import { assertWriteAllowed } from './utils/orgGuard.js';
 import { objectSearchDescriptor } from './tools/objectSearch.js';
 import { objectSchemaDescriptor } from './tools/objectSchema.js';
 import { recordQueryDescriptor } from './tools/recordQuery.js';
@@ -46,29 +47,22 @@ import { retrieveJobStatusDescriptor } from './tools/retrieveJobStatus.js';
 import { objectPermissionsDescriptor } from './tools/objectPermissions.js';
 import { userPermissionsDescriptor } from './tools/userPermissions.js';
 import { listUserPermissionsDescriptor } from './tools/listUserPermissions.js';
+import { createRecordPageDescriptor } from './tools/createRecordPage.js';
+import { appTabManagementDescriptor } from './tools/appTabManagement.js';
 const DIST_DIR = import.meta.filename?.endsWith('.ts')
     ? path.join(import.meta.dirname, '..', 'dist')
     : import.meta.dirname;
 const server = new McpServer({ name: 'acquis-salesforce-mcp', version: '1.0.0' });
-// Tools that require a Salesforce connection
-const connectedTools = [
+// Read-only tools — safe on any org
+const readTools = [
     objectSearchDescriptor,
     objectSchemaDescriptor,
     recordQueryDescriptor,
     aggregateQueryDescriptor,
-    dmlDescriptor,
-    objectManagementDescriptor,
-    fieldManagementDescriptor,
-    fieldPermissionsDescriptor,
     crossObjectSearchDescriptor,
     readApexClassesDescriptor,
-    writeApexClassesDescriptor,
     readApexTriggersDescriptor,
-    writeApexTriggersDescriptor,
-    executeAnonymousDescriptor,
-    debugLogsDescriptor,
     toolingQueryDescriptor,
-    bulkExportStartDescriptor,
     bulkExportStatusDescriptor,
     bulkExportResultsDescriptor,
     bulkExportAbortDescriptor,
@@ -76,16 +70,30 @@ const connectedTools = [
     metadataListDescriptor,
     metadataReadDescriptor,
     metadataTypeSchemaDescriptor,
-    metadataImportDescriptor,
     getDependenciesDescriptor,
-    //dmlDeleteDescriptor,
     retrieveMetadataDescriptor,
     //deployMetadataDescriptor,
     //deployJobStatusDescriptor,
     retrieveJobStatusDescriptor,
+    listUserPermissionsDescriptor,
+];
+// Write tools — blocked on production orgs unless ALLOW_PRODUCTION_WRITES=true
+const writeTools = [
+    dmlDescriptor,
+    //dmlDeleteDescriptor,
+    objectManagementDescriptor,
+    fieldManagementDescriptor,
+    fieldPermissionsDescriptor,
+    writeApexClassesDescriptor,
+    writeApexTriggersDescriptor,
+    executeAnonymousDescriptor,
+    debugLogsDescriptor,
+    bulkExportStartDescriptor,
+    metadataImportDescriptor,
     objectPermissionsDescriptor,
     userPermissionsDescriptor,
-    listUserPermissionsDescriptor,
+    createRecordPageDescriptor,
+    appTabManagementDescriptor,
 ];
 // Tools that don't need a Salesforce connection
 const standaloneTools = [
@@ -96,8 +104,26 @@ const SESSION_ID_SCHEMA = z
     .string()
     .optional()
     .describe('Session ID returned by salesforce_login. Pass this to every Salesforce tool call to authenticate your session.');
-// Register connected tools (auto-creates connection per call)
-for (const tool of connectedTools) {
+// Register read-only tools (safe on any org)
+for (const tool of readTools) {
+    server.registerTool(tool.name, {
+        description: tool.description,
+        inputSchema: { ...tool.schema, session_id: SESSION_ID_SCHEMA },
+    }, async (args, extra) => {
+        const { session_id, ...toolArgs } = args;
+        const sessionId = session_id ?? extra?.sessionId;
+        console.error(`[session] tool=${tool.name} sessionId=${sessionId ?? '(none)'}`);
+        try {
+            const conn = await createConnection(undefined, sessionId);
+            return tool.handler(conn, toolArgs);
+        }
+        catch (error) {
+            return toolResponse(`Tool execution failed: ${error.message}`, true);
+        }
+    });
+}
+// Register write tools (blocked on production orgs unless ALLOW_PRODUCTION_WRITES=true)
+for (const tool of writeTools) {
     server.registerTool(tool.name, {
         description: tool.description,
         inputSchema: { ...tool.schema, session_id: SESSION_ID_SCHEMA },
@@ -107,6 +133,7 @@ for (const tool of connectedTools) {
         console.error(`[session] tool=${tool.name} sessionId=${sessionId ?? '(none)'}`);
         try {
             const conn = await createConnection(undefined, sessionId);
+            await assertWriteAllowed(conn, sessionId);
             return tool.handler(conn, toolArgs);
         }
         catch (error) {

package/dist/index.js.map

@@ -1 +1 @@
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package/dist/tools/appTabManagement.d.ts

@@ -0,0 +1,57 @@
+import { Connection } from 'jsforce';
+import { z } from 'zod/v4';
+export declare const appTabManagementTool: {
+    name: string;
+    description: string;
+    inputSchema: {
+        type: "object";
+        properties: {
+            operation: {
+                type: string;
+                enum: string[];
+                description: string;
+            };
+            tabName: {
+                type: string;
+                description: string;
+            };
+            appNames: {
+                type: string;
+                items: {
+                    type: string;
+                };
+                description: string;
+            };
+        };
+        required: string[];
+    };
+};
+export interface AppTabManagementArgs {
+    operation: 'add' | 'remove' | 'list';
+    tabName?: string;
+    appNames?: string[];
+}
+export declare function handleAppTabManagement(conn: Connection, args: AppTabManagementArgs): Promise<any>;
+export declare const appTabManagementSchema: {
+    operation: z.ZodEnum<{
+        list: "list";
+        add: "add";
+        remove: "remove";
+    }>;
+    tabName: z.ZodOptional<z.ZodString>;
+    appNames: z.ZodOptional<z.ZodArray<z.ZodString>>;
+};
+export declare const appTabManagementDescriptor: {
+    name: string;
+    description: string;
+    schema: {
+        operation: z.ZodEnum<{
+            list: "list";
+            add: "add";
+            remove: "remove";
+        }>;
+        tabName: z.ZodOptional<z.ZodString>;
+        appNames: z.ZodOptional<z.ZodArray<z.ZodString>>;
+    };
+    handler: typeof handleAppTabManagement;
+};

package/dist/tools/appTabManagement.js

@@ -0,0 +1,124 @@
+import { z } from 'zod/v4';
+import { toolResponse, formatMetadataErrors } from '../utils/index.js';
+export const appTabManagementTool = {
+    name: 'salesforce_manage_app_tabs',
+    description: 'Add or remove a tab from one or more Lightning apps (CustomApplication). Use this after creating a custom object tab to make it discoverable in the App Launcher.',
+    inputSchema: {
+        type: 'object',
+        properties: {
+            operation: {
+                type: 'string',
+                enum: ['add', 'remove', 'list'],
+                description: "'add' = add the tab to the specified apps. 'remove' = remove the tab from the specified apps. 'list' = show the tabs currently in the specified apps.",
+            },
+            tabName: {
+                type: 'string',
+                description: "Tab API name to add or remove. For custom objects include the __c suffix (e.g. 'Music_Artist__c'). Not required for 'list'.",
+            },
+            appNames: {
+                type: 'array',
+                items: { type: 'string' },
+                description: "List of CustomApplication API names to update (e.g. ['Sales', 'standard__LightningInstrumentation']). Pass an empty array or omit to target ALL apps in the org.",
+            },
+        },
+        required: ['operation'],
+    },
+};
+export async function handleAppTabManagement(conn, args) {
+    const { operation, tabName, appNames: inputAppNames } = args;
+    if (operation !== 'list' && !tabName) {
+        return toolResponse(`'tabName' is required for the '${operation}' operation.`, true);
+    }
+    try {
+        // Resolve which apps to work with
+        let targetAppNames = inputAppNames ?? [];
+        if (targetAppNames.length === 0) {
+            // List all apps in the org
+            const listed = await conn.metadata.list([{ type: 'CustomApplication' }]);
+            const listArr = Array.isArray(listed) ? listed : listed ? [listed] : [];
+            targetAppNames = listArr.map((a) => a.fullName).filter(Boolean);
+            if (targetAppNames.length === 0) {
+                return toolResponse('No CustomApplication records found in this org.');
+            }
+        }
+        // Read all target apps
+        const appsRead = await conn.metadata.read('CustomApplication', targetAppNames);
+        const apps = Array.isArray(appsRead) ? appsRead : [appsRead];
+        const validApps = apps.filter((a) => a && a.fullName);
+        if (validApps.length === 0) {
+            return toolResponse(`No apps found for: ${targetAppNames.join(', ')}`, true);
+        }
+        if (operation === 'list') {
+            const lines = validApps.map((app) => {
+                const tabs = Array.isArray(app.tabs)
+                    ? app.tabs
+                    : app.tabs
+                        ? [app.tabs]
+                        : [];
+                return `${app.fullName}: ${tabs.length ? tabs.join(', ') : '(no tabs)'}`;
+            });
+            return toolResponse(lines.join('\n'));
+        }
+        // Build updates
+        const tab = tabName;
+        const updates = validApps.map((app) => {
+            let tabs = Array.isArray(app.tabs)
+                ? [...app.tabs]
+                : app.tabs
+                    ? [app.tabs]
+                    : [];
+            if (operation === 'add' && !tabs.includes(tab)) {
+                tabs.push(tab);
+            }
+            else if (operation === 'remove') {
+                tabs = tabs.filter((t) => t !== tab);
+            }
+            return { ...app, tabs };
+        });
+        const results = await conn.metadata.update('CustomApplication', updates);
+        const resultArr = Array.isArray(results) ? results : [results];
+        const succeeded = [];
+        const failed = [];
+        resultArr.forEach((r, i) => {
+            const name = validApps[i]?.fullName ?? `app[${i}]`;
+            if (r.success) {
+                succeeded.push(name);
+            }
+            else {
+                failed.push(`${name}: ${formatMetadataErrors(r)}`);
+            }
+        });
+        const lines = [];
+        if (succeeded.length) {
+            lines.push(`Tab "${tab}" ${operation === 'add' ? 'added to' : 'removed from'} ${succeeded.length} app(s): ${succeeded.join(', ')}.`);
+        }
+        if (failed.length) {
+            lines.push(`Failed for ${failed.length} app(s):`);
+            lines.push(...failed);
+        }
+        return toolResponse(lines.join('\n'));
+    }
+    catch (error) {
+        return toolResponse(`App tab management failed: ${error.message}`, true);
+    }
+}
+export const appTabManagementSchema = {
+    operation: z
+        .enum(['add', 'remove', 'list'])
+        .describe("'add' = add the tab to the specified apps. 'remove' = remove the tab from the specified apps. 'list' = show tabs in the specified apps."),
+    tabName: z
+        .string()
+        .optional()
+        .describe("Tab API name to add or remove. For custom objects include the __c suffix (e.g. 'Music_Artist__c'). Not required for 'list'."),
+    appNames: z
+        .array(z.string())
+        .optional()
+        .describe("List of CustomApplication API names to update. Omit or pass empty array to target ALL apps in the org."),
+};
+export const appTabManagementDescriptor = {
+    name: 'salesforce_manage_app_tabs',
+    description: appTabManagementTool.description,
+    schema: appTabManagementSchema,
+    handler: handleAppTabManagement,
+};
+//# sourceMappingURL=appTabManagement.js.map

package/dist/tools/appTabManagement.js.map

@@ -0,0 +1 @@
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package/dist/tools/createRecordPage.d.ts

@@ -0,0 +1,219 @@
+import { Connection } from 'jsforce';
+import { z } from 'zod/v4';
+type TemplateName = 'OneColumn' | 'TwoColumn' | 'ThreeColumn' | 'HeaderLeftSidebar';
+type FieldBehavior = 'Readonly' | 'Edit' | 'Required';
+type StandardComponent = 'highlights' | 'activity' | 'chatter';
+interface FieldSpec {
+    apiName: string;
+    behavior?: FieldBehavior;
+}
+interface SectionSpec {
+    label: string;
+    columns?: 1 | 2 | 3;
+    collapsible?: boolean;
+    fields: FieldSpec[];
+}
+type TabItem = {
+    type: 'fieldSection';
+    label: string;
+    columns?: 1 | 2 | 3;
+    collapsible?: boolean;
+    fields: FieldSpec[];
+} | {
+    type: 'relatedList';
+    relationshipName: string;
+} | {
+    type: 'reportChart';
+    reportId: string;
+} | {
+    type: 'standard';
+    component: StandardComponent;
+};
+interface TabSpec {
+    label: string;
+    items: TabItem[];
+}
+export interface CreateRecordPageArgs {
+    pageName: string;
+    masterLabel: string;
+    sobjectType: string;
+    template: TemplateName;
+    sections: SectionSpec[];
+    relatedLists?: string[];
+    relatedListsPlacement?: 'main' | 'right';
+    tabs?: TabSpec[];
+    setAsAdminDefault?: boolean;
+}
+export declare const createRecordPageTool: {
+    name: string;
+    description: string;
+    inputSchema: {
+        type: "object";
+        properties: {
+            pageName: {
+                type: string;
+                description: string;
+            };
+            masterLabel: {
+                type: string;
+                description: string;
+            };
+            sobjectType: {
+                type: string;
+                description: string;
+            };
+            template: {
+                type: string;
+                enum: string[];
+                description: string;
+            };
+            sections: {
+                type: string;
+                description: string;
+            };
+            tabs: {
+                type: string;
+                description: string;
+            };
+            setAsAdminDefault: {
+                type: string;
+                description: string;
+            };
+        };
+        required: string[];
+    };
+};
+export declare const createRecordPageSchema: {
+    pageName: z.ZodString;
+    masterLabel: z.ZodString;
+    sobjectType: z.ZodString;
+    template: z.ZodEnum<{
+        OneColumn: "OneColumn";
+        TwoColumn: "TwoColumn";
+        ThreeColumn: "ThreeColumn";
+        HeaderLeftSidebar: "HeaderLeftSidebar";
+    }>;
+    sections: z.ZodArray<z.ZodObject<{
+        label: z.ZodString;
+        columns: z.ZodOptional<z.ZodUnion<readonly [z.ZodLiteral<1>, z.ZodLiteral<2>, z.ZodLiteral<3>]>>;
+        collapsible: z.ZodOptional<z.ZodBoolean>;
+        fields: z.ZodArray<z.ZodObject<{
+            apiName: z.ZodString;
+            behavior: z.ZodOptional<z.ZodEnum<{
+                Edit: "Edit";
+                Readonly: "Readonly";
+                Required: "Required";
+            }>>;
+        }, z.core.$strip>>;
+    }, z.core.$strip>>;
+    relatedLists: z.ZodOptional<z.ZodArray<z.ZodString>>;
+    relatedListsPlacement: z.ZodOptional<z.ZodEnum<{
+        main: "main";
+        right: "right";
+    }>>;
+    tabs: z.ZodOptional<z.ZodArray<z.ZodObject<{
+        label: z.ZodString;
+        items: z.ZodArray<z.ZodDiscriminatedUnion<[z.ZodObject<{
+            type: z.ZodLiteral<"fieldSection">;
+            label: z.ZodString;
+            columns: z.ZodOptional<z.ZodUnion<readonly [z.ZodLiteral<1>, z.ZodLiteral<2>, z.ZodLiteral<3>]>>;
+            collapsible: z.ZodOptional<z.ZodBoolean>;
+            fields: z.ZodArray<z.ZodObject<{
+                apiName: z.ZodString;
+                behavior: z.ZodOptional<z.ZodEnum<{
+                    Edit: "Edit";
+                    Readonly: "Readonly";
+                    Required: "Required";
+                }>>;
+            }, z.core.$strip>>;
+        }, z.core.$strip>, z.ZodObject<{
+            type: z.ZodLiteral<"relatedList">;
+            relationshipName: z.ZodString;
+        }, z.core.$strip>, z.ZodObject<{
+            type: z.ZodLiteral<"reportChart">;
+            reportId: z.ZodString;
+        }, z.core.$strip>, z.ZodObject<{
+            type: z.ZodLiteral<"standard">;
+            component: z.ZodEnum<{
+                highlights: "highlights";
+                activity: "activity";
+                chatter: "chatter";
+            }>;
+        }, z.core.$strip>], "type">>;
+    }, z.core.$strip>>>;
+    setAsAdminDefault: z.ZodOptional<z.ZodBoolean>;
+};
+export declare function buildFlexiPageMetadata(args: CreateRecordPageArgs): any;
+export declare function handleCreateRecordPage(conn: Connection, args: CreateRecordPageArgs): Promise<{
+    content: {
+        type: "text";
+        text: string;
+    }[];
+    isError: boolean;
+}>;
+export declare const createRecordPageDescriptor: {
+    name: string;
+    description: string;
+    schema: {
+        pageName: z.ZodString;
+        masterLabel: z.ZodString;
+        sobjectType: z.ZodString;
+        template: z.ZodEnum<{
+            OneColumn: "OneColumn";
+            TwoColumn: "TwoColumn";
+            ThreeColumn: "ThreeColumn";
+            HeaderLeftSidebar: "HeaderLeftSidebar";
+        }>;
+        sections: z.ZodArray<z.ZodObject<{
+            label: z.ZodString;
+            columns: z.ZodOptional<z.ZodUnion<readonly [z.ZodLiteral<1>, z.ZodLiteral<2>, z.ZodLiteral<3>]>>;
+            collapsible: z.ZodOptional<z.ZodBoolean>;
+            fields: z.ZodArray<z.ZodObject<{
+                apiName: z.ZodString;
+                behavior: z.ZodOptional<z.ZodEnum<{
+                    Edit: "Edit";
+                    Readonly: "Readonly";
+                    Required: "Required";
+                }>>;
+            }, z.core.$strip>>;
+        }, z.core.$strip>>;
+        relatedLists: z.ZodOptional<z.ZodArray<z.ZodString>>;
+        relatedListsPlacement: z.ZodOptional<z.ZodEnum<{
+            main: "main";
+            right: "right";
+        }>>;
+        tabs: z.ZodOptional<z.ZodArray<z.ZodObject<{
+            label: z.ZodString;
+            items: z.ZodArray<z.ZodDiscriminatedUnion<[z.ZodObject<{
+                type: z.ZodLiteral<"fieldSection">;
+                label: z.ZodString;
+                columns: z.ZodOptional<z.ZodUnion<readonly [z.ZodLiteral<1>, z.ZodLiteral<2>, z.ZodLiteral<3>]>>;
+                collapsible: z.ZodOptional<z.ZodBoolean>;
+                fields: z.ZodArray<z.ZodObject<{
+                    apiName: z.ZodString;
+                    behavior: z.ZodOptional<z.ZodEnum<{
+                        Edit: "Edit";
+                        Readonly: "Readonly";
+                        Required: "Required";
+                    }>>;
+                }, z.core.$strip>>;
+            }, z.core.$strip>, z.ZodObject<{
+                type: z.ZodLiteral<"relatedList">;
+                relationshipName: z.ZodString;
+            }, z.core.$strip>, z.ZodObject<{
+                type: z.ZodLiteral<"reportChart">;
+                reportId: z.ZodString;
+            }, z.core.$strip>, z.ZodObject<{
+                type: z.ZodLiteral<"standard">;
+                component: z.ZodEnum<{
+                    highlights: "highlights";
+                    activity: "activity";
+                    chatter: "chatter";
+                }>;
+            }, z.core.$strip>], "type">>;
+        }, z.core.$strip>>>;
+        setAsAdminDefault: z.ZodOptional<z.ZodBoolean>;
+    };
+    handler: typeof handleCreateRecordPage;
+};
+export {};