@acquis-consulting/asm 1.0.15 → 1.0.16

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 { formatToolError } from './utils/errors.js';
 import { assertWriteAllowed } from './utils/orgGuard.js';
 import { objectSearchDescriptor } from './tools/objectSearch.js';
 import { objectSchemaDescriptor } from './tools/objectSchema.js';
@@ -27,8 +28,16 @@ import { bulkExportStartDescriptor } from './tools/bulkExportStart.js';
 import { bulkExportStatusDescriptor } from './tools/bulkExportStatus.js';
 import { bulkExportResultsDescriptor } from './tools/bulkExportResults.js';
 import { bulkExportAbortDescriptor } from './tools/bulkExportAbort.js';
+import { auditTrailDownloadDescriptor } from './tools/auditTrailDownload.js';
+import { auditTrailSearchDescriptor } from './tools/auditTrailSearch.js';
+import { bulkImportStartDescriptor } from './tools/bulkImportStart.js';
+import { bulkImportStatusDescriptor } from './tools/bulkImportStatus.js';
+import { bulkImportResultsDescriptor } from './tools/bulkImportResults.js';
+import { bulkImportAbortDescriptor } from './tools/bulkImportAbort.js';
 import { selectOrgDescriptor } from './tools/selectOrg.js';
 import { salesforceLoginDescriptor } from './tools/salesforceLogin.js';
+import { salesforceCliLoginDescriptor } from './tools/salesforceCliLogin.js';
+import { salesforceCliLoginStatusDescriptor } from './tools/salesforceCliLoginStatus.js';
 import { metadataDescribeDescriptor } from './tools/metadataDescribe.js';
 import { metadataListDescriptor } from './tools/metadataList.js';
 import { metadataReadDescriptor } from './tools/metadataRead.js';
@@ -54,10 +63,13 @@ import { docsFetchDescriptor } from './tools/docsFetch.js';
 import { docsListCollectionsDescriptor } from './tools/docsListCollections.js';
 import { trailheadSearchDescriptor } from './tools/trailheadSearch.js';
 import { trailheadFetchDescriptor } from './tools/trailheadFetch.js';
+import { apiRequestDescriptor } from './tools/apiRequest.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' });
+// Data modification tools (DML, bulk import) are only registered when ENABLE_DATA_MODIFICATIONS=true
+const dataModificationsEnabled = process.env.ENABLE_DATA_MODIFICATIONS === 'true';
 // Read-only tools — safe on any org
 const readTools = [
     objectSearchDescriptor,
@@ -71,6 +83,10 @@ const readTools = [
     bulkExportStatusDescriptor,
     bulkExportResultsDescriptor,
     bulkExportAbortDescriptor,
+    auditTrailDownloadDescriptor,
+    ...(dataModificationsEnabled
+        ? [bulkImportStatusDescriptor, bulkImportResultsDescriptor, bulkImportAbortDescriptor]
+        : []),
     metadataDescribeDescriptor,
     metadataListDescriptor,
     metadataReadDescriptor,
@@ -84,7 +100,7 @@ const readTools = [
 ];
 // Write tools — blocked on production orgs unless ALLOW_PRODUCTION_WRITES=true
 const writeTools = [
-    dmlDescriptor,
+    ...(dataModificationsEnabled ? [dmlDescriptor] : []),
     //dmlDeleteDescriptor,
     objectManagementDescriptor,
     fieldManagementDescriptor,
@@ -94,21 +110,26 @@ const writeTools = [
     executeAnonymousDescriptor,
     debugLogsDescriptor,
     bulkExportStartDescriptor,
+    ...(dataModificationsEnabled ? [bulkImportStartDescriptor] : []),
     metadataImportDescriptor,
     objectPermissionsDescriptor,
     userPermissionsDescriptor,
     createRecordPageDescriptor,
     appTabManagementDescriptor,
+    apiRequestDescriptor,
 ];
 // Tools that don't need a Salesforce connection
 const standaloneTools = [
     selectOrgDescriptor,
     salesforceLoginDescriptor,
+    salesforceCliLoginDescriptor,
+    salesforceCliLoginStatusDescriptor,
     docsSearchDescriptor,
     docsFetchDescriptor,
     docsListCollectionsDescriptor,
     trailheadSearchDescriptor,
     trailheadFetchDescriptor,
+    auditTrailSearchDescriptor,
 ];
 const SESSION_ID_SCHEMA = z
     .string()
@@ -128,7 +149,7 @@ for (const tool of readTools) {
             return tool.handler(conn, toolArgs);
         }
         catch (error) {
-            return toolResponse(`Tool execution failed: ${error.message}`, true);
+            return toolResponse(formatToolError(error, sessionId), true);
         }
     });
 }
@@ -147,7 +168,7 @@ for (const tool of writeTools) {
             return tool.handler(conn, toolArgs);
         }
         catch (error) {
-            return toolResponse(`Tool execution failed: ${error.message}`, true);
+            return toolResponse(formatToolError(error, sessionId), true);
         }
     });
 }

package/dist/index.js.map

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

@@ -0,0 +1,70 @@
+import { Connection } from 'jsforce';
+import { z } from 'zod/v4';
+export declare const apiRequestTool: {
+    name: string;
+    description: string;
+    inputSchema: {
+        type: "object";
+        properties: {
+            method: {
+                type: string;
+                enum: string[];
+                description: string;
+            };
+            path: {
+                type: string;
+                description: string;
+            };
+            body: {
+                description: string;
+            };
+            headers: {
+                type: string;
+                description: string;
+            };
+        };
+        required: string[];
+    };
+};
+export interface ApiRequestArgs {
+    method: 'GET' | 'POST' | 'PUT' | 'PATCH' | 'DELETE';
+    path: string;
+    body?: unknown;
+    headers?: Record<string, string>;
+}
+export declare function handleApiRequest(conn: Connection, args: ApiRequestArgs): Promise<{
+    content: {
+        type: "text";
+        text: string;
+    }[];
+    isError: boolean;
+}>;
+export declare const apiRequestSchema: {
+    method: z.ZodEnum<{
+        POST: "POST";
+        GET: "GET";
+        PUT: "PUT";
+        PATCH: "PATCH";
+        DELETE: "DELETE";
+    }>;
+    path: z.ZodString;
+    body: z.ZodOptional<z.ZodAny>;
+    headers: z.ZodOptional<z.ZodRecord<z.ZodString, z.ZodString>>;
+};
+export declare const apiRequestDescriptor: {
+    name: string;
+    description: string;
+    schema: {
+        method: z.ZodEnum<{
+            POST: "POST";
+            GET: "GET";
+            PUT: "PUT";
+            PATCH: "PATCH";
+            DELETE: "DELETE";
+        }>;
+        path: z.ZodString;
+        body: z.ZodOptional<z.ZodAny>;
+        headers: z.ZodOptional<z.ZodRecord<z.ZodString, z.ZodString>>;
+    };
+    handler: typeof handleApiRequest;
+};

package/dist/tools/apiRequest.js

@@ -0,0 +1,67 @@
+import { z } from 'zod/v4';
+import { toolResponse } from '../utils/index.js';
+export const apiRequestTool = {
+    name: 'salesforce_api_request',
+    description: 'Call a custom or non-standard Salesforce REST API endpoint that has no dedicated tool — e.g. a custom Apex REST class (/services/apexrest/...), a Manufacturing Cloud / Industries invocable action (e.g. mass-update on a Sales Agreement via /services/data/vXX.X/sobjects/SalesAgreement/.../actions/mass_update), or any other /services/... endpoint. Supports GET, POST, PUT, PATCH, and DELETE with an optional JSON body and headers. This can perform writes on the connected org.',
+    inputSchema: {
+        type: 'object',
+        properties: {
+            method: {
+                type: 'string',
+                enum: ['GET', 'POST', 'PUT', 'PATCH', 'DELETE'],
+                description: 'The HTTP method to use.',
+            },
+            path: {
+                type: 'string',
+                description: 'The REST path, starting with /services/ (e.g. /services/apexrest/MyClass or /services/data/v65.0/sobjects/SalesAgreement/actions/mass_update).',
+            },
+            body: {
+                description: 'Optional JSON-serializable request body.',
+            },
+            headers: {
+                type: 'object',
+                description: 'Optional additional HTTP headers.',
+            },
+        },
+        required: ['method', 'path'],
+    },
+};
+export async function handleApiRequest(conn, args) {
+    const { method, body, headers } = args;
+    let { path } = args;
+    if (!path.startsWith('/')) {
+        path = `/${path}`;
+    }
+    if (!path.startsWith('/services/')) {
+        return toolResponse('Invalid path: must start with "/services/" (e.g. /services/apexrest/... or /services/data/vXX.X/...).', true);
+    }
+    const hasBody = body !== undefined;
+    const requestHeaders = hasBody ? { 'Content-Type': 'application/json', ...headers } : headers;
+    try {
+        const result = await conn.request({
+            method,
+            url: path,
+            ...(requestHeaders ? { headers: requestHeaders } : {}),
+            ...(hasBody ? { body: JSON.stringify(body) } : {}),
+        });
+        const text = typeof result === 'string' ? result : JSON.stringify(result, null, 2);
+        return toolResponse(text || '(empty response)');
+    }
+    catch (error) {
+        const detail = error.errorCode ? `[${error.errorCode}] ${error.message}` : error.message;
+        return toolResponse(`API request failed: ${detail}`, true);
+    }
+}
+export const apiRequestSchema = {
+    method: z.enum(['GET', 'POST', 'PUT', 'PATCH', 'DELETE']).describe('The HTTP method to use.'),
+    path: z.string().describe('The REST path, starting with /services/ (e.g. /services/apexrest/MyClass or /services/data/v65.0/sobjects/SalesAgreement/actions/mass_update).'),
+    body: z.any().optional().describe('Optional JSON-serializable request body.'),
+    headers: z.record(z.string(), z.string()).optional().describe('Optional additional HTTP headers.'),
+};
+export const apiRequestDescriptor = {
+    name: 'salesforce_api_request',
+    description: apiRequestTool.description,
+    schema: apiRequestSchema,
+    handler: handleApiRequest,
+};
+//# sourceMappingURL=apiRequest.js.map

package/dist/tools/apiRequest.js.map

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package/dist/tools/auditTrailDownload.d.ts

@@ -0,0 +1,57 @@
+import type { Connection } from 'jsforce';
+import { z } from 'zod/v4';
+export declare const auditTrailDownloadTool: {
+    name: string;
+    description: string;
+    inputSchema: {
+        type: "object";
+        properties: {
+            startDate: {
+                type: string;
+                description: string;
+            };
+            endDate: {
+                type: string;
+                description: string;
+            };
+            outputDir: {
+                type: string;
+                description: string;
+            };
+            fileName: {
+                type: string;
+                description: string;
+            };
+        };
+    };
+};
+export interface AuditTrailDownloadArgs {
+    startDate?: string;
+    endDate?: string;
+    outputDir?: string;
+    fileName?: string;
+}
+export declare function handleAuditTrailDownload(conn: Connection, args: AuditTrailDownloadArgs): Promise<{
+    content: {
+        type: "text";
+        text: string;
+    }[];
+    isError: boolean;
+}>;
+export declare const auditTrailDownloadSchema: {
+    startDate: z.ZodOptional<z.ZodString>;
+    endDate: z.ZodOptional<z.ZodString>;
+    outputDir: z.ZodOptional<z.ZodString>;
+    fileName: z.ZodOptional<z.ZodString>;
+};
+export declare const auditTrailDownloadDescriptor: {
+    name: string;
+    description: string;
+    schema: {
+        startDate: z.ZodOptional<z.ZodString>;
+        endDate: z.ZodOptional<z.ZodString>;
+        outputDir: z.ZodOptional<z.ZodString>;
+        fileName: z.ZodOptional<z.ZodString>;
+    };
+    handler: typeof handleAuditTrailDownload;
+};

package/dist/tools/auditTrailDownload.js

@@ -0,0 +1,128 @@
+import { z } from 'zod/v4';
+import { toolResponse } from '../utils/index.js';
+import { AUDIT_TRAIL_COLUMNS, countInto, formatTopCounts, formatUserActivity, normalizeAuditDate, toCsvLine, trackUserActivity, } from '../utils/auditTrailCsv.js';
+import * as fs from 'node:fs';
+import * as path from 'node:path';
+export const auditTrailDownloadTool = {
+    name: 'salesforce_audit_trail_download',
+    description: 'Download the Setup Audit Trail (SetupAuditTrail, last 180 days) for a date range to a local CSV file. Returns only the file path, row count, changes grouped by user (count, date range, main sections), and top sections — never the rows themselves. Show the user list to the user and ask which user(s) and timeline they want, then use salesforce_audit_trail_search on the returned file.',
+    inputSchema: {
+        type: 'object',
+        properties: {
+            startDate: {
+                type: 'string',
+                description: 'Start of the range (YYYY-MM-DD or ISO 8601 datetime, UTC). Defaults to 180 days ago.',
+            },
+            endDate: {
+                type: 'string',
+                description: 'End of the range, inclusive (YYYY-MM-DD or ISO 8601 datetime, UTC). Defaults to now.',
+            },
+            outputDir: {
+                type: 'string',
+                description: 'Directory to save the CSV file. Defaults to SALESFORCE_EXPORT_DIR env var or current working directory.',
+            },
+            fileName: {
+                type: 'string',
+                description: 'Custom file name for the CSV. Defaults to SetupAuditTrail_{org}_{timestamp}.csv.',
+            },
+        },
+    },
+};
+const AUDIT_TRAIL_RETENTION_DAYS = 180;
+const MAX_USERS_LISTED = 50;
+export async function handleAuditTrailDownload(conn, args) {
+    const { startDate, endDate, outputDir, fileName } = args;
+    let soql = '';
+    try {
+        const start = startDate
+            ? normalizeAuditDate(startDate, 'start')
+            : normalizeAuditDate(new Date(Date.now() - AUDIT_TRAIL_RETENTION_DAYS * 86400000).toISOString(), 'start');
+        const end = endDate ? normalizeAuditDate(endDate, 'end') : normalizeAuditDate(new Date().toISOString(), 'end');
+        soql =
+            `SELECT Id, CreatedDate, CreatedBy.Username, CreatedBy.Name, Action, Section, Display, DelegateUser ` +
+                `FROM SetupAuditTrail WHERE CreatedDate >= ${start} AND CreatedDate <= ${end} ORDER BY CreatedDate DESC`;
+        const dir = outputDir || process.env.SALESFORCE_EXPORT_DIR || process.cwd();
+        if (!fs.existsSync(dir)) {
+            fs.mkdirSync(dir, { recursive: true });
+        }
+        const orgLabel = conn.userInfo?.organizationId ?? new URL(conn.instanceUrl).hostname.split('.')[0];
+        const timestamp = new Date().toISOString().replace(/[:.]/g, '-');
+        const filePath = path.join(dir, fileName || `SetupAuditTrail_${orgLabel}_${timestamp}.csv`);
+        const users = new Map();
+        const sections = new Map();
+        let rowCount = 0;
+        let newest = '';
+        let oldest = '';
+        // Write each query page as it arrives so the full trail is never buffered in memory
+        const fileHandle = await fs.promises.open(filePath, 'w');
+        try {
+            await fileHandle.write(toCsvLine([...AUDIT_TRAIL_COLUMNS]));
+            let result = await conn.query(soql);
+            while (true) {
+                let chunk = '';
+                for (const r of result.records) {
+                    const username = r.CreatedBy?.Username ?? '';
+                    const fullName = r.CreatedBy?.Name ?? '';
+                    chunk += toCsvLine([
+                        r.Id,
+                        r.CreatedDate,
+                        username,
+                        fullName,
+                        r.Action,
+                        r.Section,
+                        r.Display,
+                        r.DelegateUser,
+                    ]);
+                    trackUserActivity(users, { Username: username, UserFullName: fullName, CreatedDate: r.CreatedDate, Section: r.Section ?? '' });
+                    countInto(sections, r.Section ?? '');
+                    if (!newest)
+                        newest = r.CreatedDate;
+                    oldest = r.CreatedDate;
+                    rowCount++;
+                }
+                if (chunk)
+                    await fileHandle.write(chunk);
+                if (result.done || !result.nextRecordsUrl)
+                    break;
+                result = await conn.queryMore(result.nextRecordsUrl);
+            }
+        }
+        finally {
+            await fileHandle.close();
+        }
+        const fileSizeKB = (fs.statSync(filePath).size / 1024).toFixed(1);
+        const lines = [
+            `Setup Audit Trail downloaded successfully.`,
+            ``,
+            `File: ${filePath}`,
+            `Requested Range: ${start} → ${end}`,
+            `Rows: ${rowCount}`,
+            `Actual Range: ${rowCount ? `${oldest} → ${newest}` : 'N/A'}`,
+            `File Size: ${fileSizeKB} KB`,
+        ];
+        if (rowCount > 0) {
+            lines.push('', `Changes by user (${users.size} user${users.size === 1 ? '' : 's'}):`, ...formatUserActivity(users, MAX_USERS_LISTED));
+            lines.push('', 'Top sections:', ...formatTopCounts(sections, 10));
+        }
+        lines.push('', `Next step: Show the "Changes by user" list to the user and ask which user(s) and timeline they are ` +
+            `interested in. Then call salesforce_audit_trail_search with filePath "${filePath}" and the chosen ` +
+            `user/startDate/endDate. Do not read this file directly — it can be large.`);
+        return toolResponse(lines.join('\n'));
+    }
+    catch (error) {
+        return toolResponse(`Failed to download Setup Audit Trail: ${error.message}` + (soql ? `\n\nSOQL: ${soql}` : ''), true);
+    }
+}
+export const auditTrailDownloadSchema = {
+    startDate: z.string().describe('Start of the range (YYYY-MM-DD or ISO 8601 datetime, UTC). Defaults to 180 days ago.').optional(),
+    endDate: z.string().describe('End of the range, inclusive (YYYY-MM-DD or ISO 8601 datetime, UTC). Defaults to now.').optional(),
+    outputDir: z.string().describe('Directory to save the CSV file. Defaults to SALESFORCE_EXPORT_DIR env var or current working directory.').optional(),
+    fileName: z.string().describe('Custom file name for the CSV. Defaults to SetupAuditTrail_{org}_{timestamp}.csv.').optional(),
+};
+export const auditTrailDownloadDescriptor = {
+    name: 'salesforce_audit_trail_download',
+    description: auditTrailDownloadTool.description,
+    schema: auditTrailDownloadSchema,
+    handler: handleAuditTrailDownload,
+};
+//# sourceMappingURL=auditTrailDownload.js.map

package/dist/tools/auditTrailDownload.js.map

@@ -0,0 +1 @@
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}

package/dist/tools/auditTrailSearch.d.ts

@@ -0,0 +1,102 @@
+import { z } from 'zod/v4';
+export declare const auditTrailSearchTool: {
+    name: string;
+    description: string;
+    inputSchema: {
+        type: "object";
+        properties: {
+            filePath: {
+                type: string;
+                description: string;
+            };
+            user: {
+                type: string;
+                description: string;
+            };
+            startDate: {
+                type: string;
+                description: string;
+            };
+            endDate: {
+                type: string;
+                description: string;
+            };
+            section: {
+                type: string;
+                description: string;
+            };
+            text: {
+                type: string;
+                description: string;
+            };
+            mode: {
+                type: string;
+                enum: string[];
+                description: string;
+            };
+            limit: {
+                type: string;
+                description: string;
+            };
+            offset: {
+                type: string;
+                description: string;
+            };
+        };
+        required: string[];
+    };
+};
+export interface AuditTrailSearchArgs {
+    filePath: string;
+    user?: string;
+    startDate?: string;
+    endDate?: string;
+    section?: string;
+    text?: string;
+    mode?: 'users' | 'summary' | 'rows';
+    limit?: number;
+    offset?: number;
+}
+export declare function handleAuditTrailSearch(args: AuditTrailSearchArgs): Promise<{
+    content: {
+        type: "text";
+        text: string;
+    }[];
+    isError: boolean;
+}>;
+export declare const auditTrailSearchSchema: {
+    filePath: z.ZodString;
+    user: z.ZodOptional<z.ZodString>;
+    startDate: z.ZodOptional<z.ZodString>;
+    endDate: z.ZodOptional<z.ZodString>;
+    section: z.ZodOptional<z.ZodString>;
+    text: z.ZodOptional<z.ZodString>;
+    mode: z.ZodOptional<z.ZodEnum<{
+        users: "users";
+        summary: "summary";
+        rows: "rows";
+    }>>;
+    limit: z.ZodOptional<z.ZodNumber>;
+    offset: z.ZodOptional<z.ZodNumber>;
+};
+export declare const auditTrailSearchDescriptor: {
+    name: string;
+    description: string;
+    schema: {
+        filePath: z.ZodString;
+        user: z.ZodOptional<z.ZodString>;
+        startDate: z.ZodOptional<z.ZodString>;
+        endDate: z.ZodOptional<z.ZodString>;
+        section: z.ZodOptional<z.ZodString>;
+        text: z.ZodOptional<z.ZodString>;
+        mode: z.ZodOptional<z.ZodEnum<{
+            users: "users";
+            summary: "summary";
+            rows: "rows";
+        }>>;
+        limit: z.ZodOptional<z.ZodNumber>;
+        offset: z.ZodOptional<z.ZodNumber>;
+    };
+    handler: typeof handleAuditTrailSearch;
+    noConnection: boolean;
+};