salesforce-metadata-mcp 2.1.4 → 2.2.0

package/CHANGELOG.md

@@ -1,5 +1,86 @@
 # Changelog
 
+## [2.2.0] - 2026-05-28
+
+### New Tools — 47 Additions Across 10 Categories
+
+#### Objects & Fields (4 new)
+- `sf_update_custom_object` — Update label, plural label, description, and feature toggles on an existing custom object
+- `sf_update_custom_field` — Update label, description, help text, required, unique, or default value on an existing field
+- `sf_create_relationship_field` — Create Lookup or Master-Detail relationship fields with delete constraint control
+- `sf_create_formula_field` — Create formula fields with Text, Number, Currency, Date, DateTime, Checkbox, or Percent return types
+
+#### Security & Access (8 new)
+- `sf_assign_permission_set` — Assign a Permission Set to a user by username or userId
+- `sf_create_permission_set_group` — Create a Permission Set Group combining multiple Permission Sets
+- `sf_update_permission_set` — Add or modify object and field permissions on an existing Permission Set
+- `sf_create_muting_permission_set` — Create a Muting Permission Set to suppress permissions within a Permission Set Group
+- `sf_set_field_level_security` — Set read/edit field-level security across multiple Profiles and Permission Sets in one call
+- `sf_set_org_wide_defaults` — Set the org-wide default sharing model (Private, Read, ReadWrite) for any object
+- `sf_clone_profile` — Clone an existing Profile under a new name, inheriting all permissions
+- `sf_update_profile` — Update object permissions, field security, tab visibility, and app visibility on a Profile
+
+#### UI & Page Layouts (7 new)
+- `sf_update_page_layout` — Read and update an existing Page Layout (rename/label changes)
+- `sf_assign_page_layout` — Assign a Page Layout to one or more Profiles for a given object
+- `sf_create_lightning_record_page` — Create a Lightning Record Page (FlexiPage) with regions and components
+- `sf_create_lightning_home_page` — Create a Lightning Home Page (FlexiPage) with regions and components
+- `sf_update_lightning_page` — Update an existing Lightning Page label
+- `sf_assign_lightning_page` — Assign a Lightning Page to an Experience Cloud site via Connect API
+- `sf_assign_compact_layout` — Set the default compact layout assignment for an object
+
+#### Automation (2 new)
+- `sf_activate_flow` — Activate the latest version of a Flow via the Tooling API
+- `sf_create_quick_action` — Create Quick Actions (Create, Update, LogACall, SendEmail, Flow, Visualforce) for objects or globally
+
+#### Apex, Visualforce & Aura (5 new)
+- `sf_update_apex_class` — Redeploy an Apex class with updated source code
+- `sf_get_apex_class` — Retrieve Apex class source code and metadata via Tooling API
+- `sf_get_code_coverage` — Get Apex code coverage percentages per class from the last test run
+- `sf_create_visualforce_page` — Deploy a Visualforce page via zip-based Metadata API
+- `sf_create_aura_component` — Deploy an Aura component bundle (markup, controller, helper, CSS)
+
+#### Reports & Dashboards (4 new)
+- `sf_create_report` — Create Salesforce Reports (Tabular, Summary, Matrix, Joined) with filters and columns
+- `sf_update_dashboard` — Update title or description on an existing Dashboard
+- `sf_create_report_folder` — Create Report or Dashboard folders with access control
+- `sf_share_report_folder` — Share a Report or Dashboard folder with users, roles, groups, or territories
+
+#### Users & Data (8 new)
+- `sf_create_user` — Create a new Salesforce user with profile, role, and locale settings
+- `sf_update_user` — Update user properties (name, email, title, department, active status)
+- `sf_assign_queue_member` — Add a user to an existing Queue
+- `sf_create_public_group` — Create a Public Group for sharing rules or email distribution
+- `sf_query_records` — Execute SOQL queries to read records (full SOQL or structured params)
+- `sf_create_record` — Create a single SObject record via REST API
+- `sf_update_record` — Update an existing SObject record by ID via REST API
+- `sf_bulk_import_records` — Bulk insert/upsert/update/delete records via Bulk API 2.0 with CSV data
+
+#### Integrations (2 new)
+- `sf_create_outbound_message` — Create Workflow Outbound Messages for SOAP-based external integrations
+- `sf_create_auth_provider` — Create OAuth 2.0 Auth Providers for third-party identity and Named Credentials
+
+#### Deployment & Metadata (3 new, 1 enhanced)
+- `sf_validate_deployment` — Run a check-only deployment to validate metadata without making changes
+- `sf_list_metadata` — List all metadata components of a given type in the org
+- `sf_deploy_metadata` _(enhanced)_ — Added `testLevel` parameter (NoTestRun, RunSpecifiedTests, RunLocalTests, RunAllTestsInOrg)
+
+#### Experience Cloud (5 new)
+- `sf_publish_experience_site` — Publish an Experience Cloud site to make pending changes live
+- `sf_update_experience_site` — Update site settings: description, guest user access, guest profile
+- `sf_create_navigation_menu` — Create Navigation Menus with items linking to pages or external URLs
+- `sf_add_experience_site_members` — Add member profiles/permission sets to an Experience Cloud site
+- `sf_set_experience_site_branding` — Apply branding properties (colors, fonts, logos) via BrandingSet
+
+### Infrastructure
+- Added `patch()` and `del()` methods to the REST client (`createClient`)
+- Added `buildVFPageZip()` — builds Visualforce page deploy zip
+- Added `buildAuraZip()` — builds Aura component bundle deploy zip
+- API version updated to 66.0 in `sf_deploy_metadata` (was 62.0)
+- Bulk API 2.0 job management: create → upload CSV → close → poll
+
+---
+
 ## [2.1.4] - 2026-05-28
 
 ### New Tools — Agentforce CRUD & Debugging

package/README.md

@@ -1,10 +1,10 @@
 # salesforce-metadata-mcp
 
-[![Version](https://img.shields.io/badge/version-2.1.1-blue.svg)](https://npmjs.com/package/salesforce-metadata-mcp)
+[![Version](https://img.shields.io/badge/version-2.2.0-blue.svg)](https://npmjs.com/package/salesforce-metadata-mcp)
 [![License: MIT](https://img.shields.io/badge/License-MIT-yellow.svg)](LICENSE)
 [![MCP Compatible](https://img.shields.io/badge/MCP-Compatible-green.svg)](https://modelcontextprotocol.io)
 
-**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.
+**The most comprehensive Salesforce MCP server.** 110+ tools for building, configuring, and automating Salesforce orgs directly from Claude or any MCP client — covering metadata, Apex, LWC, Agentforce agents, Experience Cloud, bulk data, users, reports, security, and more.
 
 ---
 
@@ -46,7 +46,26 @@ See [SETUP.md](SETUP.md) for all authentication methods and detailed setup instr
 
 ---
 
-## Tools (60+)
+## What's New in v2.2.0
+
+47 new tools across 10 categories:
+
+- **Objects & Fields** — Update objects/fields, create relationship fields (Lookup/Master-Detail), formula fields
+- **Security** — Assign permission sets, create PSGs, set field-level security, set OWDs, clone/update profiles
+- **UI & Layouts** — Update page layouts, assign layouts to profiles, create/update/assign Lightning pages, set compact layouts
+- **Automation** — Activate flows, create Quick Actions
+- **Apex/VF/Aura** — Update Apex classes, get class source, get code coverage, deploy Visualforce pages, deploy Aura components
+- **Reports & Dashboards** — Create reports, update dashboards, create/share report folders
+- **Users & Data** — Create/update users, assign queue members, create public groups, query/create/update records, bulk import via Bulk API 2.0
+- **Integrations** — Create Outbound Messages, create Auth Providers
+- **Deployment** — Validate deployments (check-only), list metadata components
+- **Experience Cloud** — Publish sites, update site settings, create navigation menus, add member profiles, apply branding
+
+See [CHANGELOG.md](CHANGELOG.md) for the full release notes.
+
+---
+
+## Tools (110+)
 
 ### Objects & Fields
 | Tool | Description |
@@ -54,6 +73,10 @@ See [SETUP.md](SETUP.md) for all authentication methods and detailed setup instr
 | `sf_create_custom_object` | Create a custom object with all settings |
 | `sf_create_custom_field` | Create a field on any object (all types) |
 | `sf_add_picklist_values` | Add values to existing picklist fields |
+| `sf_update_custom_object` | Update label, description, or feature toggles on an existing object |
+| `sf_update_custom_field` | Update label, description, help text, required, or default value on an existing field |
+| `sf_create_relationship_field` | Create Lookup or Master-Detail relationship fields |
+| `sf_create_formula_field` | Create formula fields with any return type |
 | `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 |
@@ -69,6 +92,7 @@ See [SETUP.md](SETUP.md) for all authentication methods and detailed setup instr
 | Tool | Description |
 |------|-------------|
 | `sf_create_flow` | Create any Flow type with advanced elements |
+| `sf_activate_flow` | Activate the latest version of a Flow |
 | `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 |
@@ -81,36 +105,57 @@ See [SETUP.md](SETUP.md) for all authentication methods and detailed setup instr
 | `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 |
+| `sf_create_quick_action` | Create Quick Actions for records or globally |
 
 ### Security & Access
 | Tool | Description |
 |------|-------------|
 | `sf_create_permission_set` | Create Permission Sets with all permissions |
+| `sf_assign_permission_set` | Assign a Permission Set to a user |
+| `sf_create_permission_set_group` | Create Permission Set Groups |
+| `sf_update_permission_set` | Update object and field permissions on a Permission Set |
+| `sf_create_muting_permission_set` | Create a Muting Permission Set for a group |
+| `sf_set_field_level_security` | Set field read/edit access across Profiles and Permission Sets |
+| `sf_set_org_wide_defaults` | Set org-wide default sharing model for an object |
+| `sf_clone_profile` | Clone an existing Profile to a new name |
+| `sf_update_profile` | Update object/field permissions, tabs, and app visibility on a Profile |
 | `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
+### UI & Page Layouts
 | 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_assign_compact_layout` | Set the default compact layout for an object |
 | `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
+| `sf_update_page_layout` | Update an existing Page Layout |
+| `sf_assign_page_layout` | Assign a Page Layout to Profiles |
+| `sf_create_lightning_record_page` | Create a Lightning Record Page (FlexiPage) |
+| `sf_create_lightning_home_page` | Create a Lightning Home Page (FlexiPage) |
+| `sf_update_lightning_page` | Update an existing Lightning Page |
+| `sf_assign_lightning_page` | Assign a Lightning Page to an Experience site |
+
+### Apex, Visualforce & Aura
 | Tool | Description |
 |------|-------------|
 | `sf_create_apex_class` | Deploy any Apex class to the org |
+| `sf_update_apex_class` | Update an existing Apex class |
+| `sf_get_apex_class` | Retrieve Apex class source via Tooling API |
+| `sf_get_code_coverage` | Get Apex code coverage percentages |
 | `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_create_visualforce_page` | Deploy a Visualforce page |
+| `sf_create_aura_component` | Deploy an Aura component bundle |
 
 ### LWC Development
 | Tool | Description |
@@ -118,36 +163,75 @@ See [SETUP.md](SETUP.md) for all authentication methods and detailed setup instr
 | `sf_create_lwc` | Deploy a full LWC with HTML, JS, CSS |
 | `sf_update_lwc` | Update an existing LWC component |
 
+### Reports & Dashboards
+| Tool | Description |
+|------|-------------|
+| `sf_create_report` | Create Salesforce Reports (Tabular, Summary, Matrix, Joined) |
+| `sf_update_dashboard` | Update title or description on a Dashboard |
+| `sf_create_report_folder` | Create Report or Dashboard folders |
+| `sf_share_report_folder` | Share report/dashboard folders with users, roles, or groups |
+
+### Users & Data
+| Tool | Description |
+|------|-------------|
+| `sf_create_user` | Create a new Salesforce user |
+| `sf_update_user` | Update user properties (name, email, active status) |
+| `sf_assign_queue_member` | Add a user to a Queue |
+| `sf_create_public_group` | Create a Public Group for sharing or email |
+| `sf_query_records` | Execute SOQL queries to read records |
+| `sf_create_record` | Create a single SObject record |
+| `sf_update_record` | Update an existing SObject record by ID |
+| `sf_bulk_import_records` | Bulk insert/upsert/update/delete via Bulk API 2.0 |
+
 ### Experience Cloud
 | Tool | Description |
 |------|-------------|
 | `sf_create_experience_site` | Create Experience Cloud sites |
 | `sf_create_experience_page` | Create pages within Experience sites |
+| `sf_publish_experience_site` | Publish a site to make changes live |
+| `sf_update_experience_site` | Update site settings (description, guest access) |
+| `sf_create_navigation_menu` | Create Navigation Menus for a site |
+| `sf_add_experience_site_members` | Add member profiles/permission sets to a site |
+| `sf_set_experience_site_branding` | Apply branding (colors, fonts, logos) to a site |
 
 ### Agentforce
 | Tool | Description |
 |------|-------------|
-| `sf_create_agent` | Create Agentforce Agents |
-| `sf_create_agent_topic` | Create Agent Topics with instructions |
-| `sf_create_agent_action` | Create Agent Actions linked to Flows/Apex |
+| `sf_create_agent` | Create Agentforce Agents (EinsteinCopilot/ExternalCopilot) |
+| `sf_create_agent_topic` | Create Agent Topics (GenAiPlugin) |
+| `sf_create_agent_action` | Create Agent Actions (GenAiFunction) linked to Flows or Apex |
+| `sf_create_agent_planner` | Create GenAiPlannerBundle linking topics to agent |
+| `sf_activate_agent` | Activate an agent |
+| `sf_deactivate_agent` | Deactivate an agent before modifications |
+| `sf_get_agent` | Get full agent configuration |
+| `sf_list_agents` | List all agents in the org |
+| `sf_update_agent_topic` | Update an agent topic (auto deactivate/reactivate) |
+| `sf_update_agent_action` | Update an agent action and regenerate schema files |
+| `sf_delete_agent` | Delete an agent and optionally its topics/actions |
+| `sf_test_agent` | Send a test message and get the agent's response |
+| `sf_get_agent_logs` | Query ConversationDefinitionEventLog for debug info |
 
 ### 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_data_source` | Create External Data Sources |
 | `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 |
+| `sf_create_outbound_message` | Create Workflow Outbound Messages |
+| `sf_create_auth_provider` | Create OAuth Auth Providers |
 
 ### 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 |
+| `sf_deploy_metadata` | Deploy metadata (with testLevel support) |
+| `sf_validate_deployment` | Validate deployment without making changes |
 | `sf_check_deploy_status` | Check deployment job status |
 | `sf_retrieve_metadata` | Retrieve metadata from the org |
+| `sf_list_metadata` | List all components of a metadata type |
 
 ### MCP Server Management
 | Tool | Description |
@@ -164,16 +248,19 @@ See [SETUP.md](SETUP.md) for all authentication methods and detailed setup instr
 > "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 an Apex class called OpportunityService that queries all Opps with Amount > 100000. Then create a test class for it and get the code coverage."
+
+**Create an Agentforce agent:**
+> "Create an Agentforce agent called CRMAssistant that can create Account records. Build the flow, action, topic, planner, and agent — then activate 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 Experience Cloud:**
+> "Create a customer portal Experience Cloud site, add the Customer Community Plus Login profile as a member, create a home navigation menu, and publish the site."
 
-**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."
+**Bulk data import:**
+> "Import 500 Account records from this CSV data using Bulk API 2.0."
 
-**Agentforce setup:**
-> "Create an Agentforce agent called SalesAssistant with a topic for Order Management."
+**Security setup:**
+> "Create a permission set called Sales_Ops, grant read/edit on Opportunity and Account, set field-level security for Amount to readable and editable for the Sales profile and the Sales_Ops permission set."
 
 ---
 
@@ -195,7 +282,7 @@ See [SETUP.md](SETUP.md) for all authentication methods and detailed setup instr
 ## Documentation
 
 - [SETUP.md](SETUP.md) — Prerequisites, authentication, Claude configuration
-- [TOOLS.md](TOOLS.md) — All 60+ tools with full parameter documentation
+- [TOOLS.md](TOOLS.md) — All 110+ tools with full parameter documentation
 - [AGENTFORCE.md](AGENTFORCE.md) — Agentforce agent creation guide
 - [APEX_LWC.md](APEX_LWC.md) — Apex and LWC development guide
 - [CHANGELOG.md](CHANGELOG.md) — Version history

package/dist/index.js

@@ -13,7 +13,7 @@ registerTools(server);
 async function runStdio() {
     const transport = new StdioServerTransport();
     await server.connect(transport);
-    console.error("Salesforce Metadata MCP server v2.1.0 running on stdio");
+    console.error("Salesforce Metadata MCP server v2.2.0 running on stdio");
 }
 // ─── Transport: HTTP ──────────────────────────────────────────────────────────
 function readBody(req) {
@@ -64,7 +64,7 @@ async function runHTTP() {
         res.end(JSON.stringify({ error: "Not found" }));
     });
     httpServer.listen(port, () => {
-        console.error(`Salesforce Metadata MCP server v2.1.0 running on http://localhost:${port}/mcp`);
+        console.error(`Salesforce Metadata MCP server v2.2.0 running on http://localhost:${port}/mcp`);
     });
 }
 // ─── Entry point ──────────────────────────────────────────────────────────────