salesforce-metadata-mcp 2.4.0 → 2.5.1

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package/CHANGELOG.md CHANGED
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  # Changelog
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+ ## [2.5.1] - 2026-05-28
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+ ### Documentation
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+ - Rewrote `TOOLS.md` as a comprehensive reference covering all 200+ tools (was 193 lines covering ~8 tools; now 2,100+ lines covering all 207 tools with parameters and example prompts)
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+ ---
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+ ## [2.5.0] - 2026-05-28
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+ ### New Tools — 45 Additions Across 11 Categories
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+ #### Admin & Org Management (6 new)
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+ - `sf_create_user_role_hierarchy` — Create a UserRole in the Salesforce role hierarchy with optional parent role
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+ - `sf_reset_user_password` — Reset a user's password and send a password-reset email
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+ - `sf_freeze_user` — Freeze or unfreeze a user account (blocks login without deactivating)
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+ - `sf_create_territory` — Create an Enterprise Territory Management (ETM) Territory2
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+ - `sf_assign_territory_to_user` — Assign a user to a Territory2 via UserTerritory2Association
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+ - `sf_create_forecast_hierarchy` — Configure a Collaborative Forecasting hierarchy manager relationship
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+ #### Object Schema (5 new)
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+ - `sf_delete_custom_object` — Permanently delete a custom object and all its records (destructive)
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+ - `sf_delete_custom_field` — Permanently delete a custom field from an object (destructive)
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+ - `sf_create_rollup_summary_field` — Create a Roll-Up Summary field (COUNT/SUM/MIN/MAX) on a master object
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+ - `sf_create_external_id_field` — Create an External ID indexed field for upsert operations
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+ - `sf_enable_object_features` — Enable history tracking, activities, reports, search, feeds, and Bulk API on a custom object
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+ #### Automation & Flows (4 new)
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+ - `sf_update_flow` — Update a Flow's label, description, or API version
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+ - `sf_clone_flow` — Clone a Flow to a new API name and label
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+ - `sf_create_flow_test` — Create a Flow Interview Test definition for the Flow Test Manager
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+ - `sf_create_invocable_action` — Register a custom Invocable Action wrapping an @InvocableMethod Apex class
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+ #### Apex Development (5 new)
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+ - `sf_search_apex` — Search Apex class and trigger source code for a keyword across the org
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+ - `sf_get_apex_logs` — List recent Apex debug log entries with metadata (operation, duration, size)
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+ - `sf_get_apex_log_body` — Retrieve the full content of an Apex debug log by ID
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+ - `sf_create_apex_batch` — Generate and deploy a complete Database.Batchable Apex batch class
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+ - `sf_create_apex_scheduler` — Generate and deploy a Schedulable Apex class, with optional immediate scheduling
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+ #### Deployment & Environment Management (5 new)
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+ - `sf_rollback_deployment` — Cancel an in-progress metadata deployment by async job ID
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+ - `sf_create_scratch_org` — Create a new scratch org using SF CLI (requires Dev Hub)
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+ - `sf_create_sandbox` — Create a new sandbox (Developer, Developer_Pro, Partial, or Full)
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+ - `sf_refresh_sandbox` — Refresh an existing sandbox to match the current production state
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+ - `sf_export_package_xml` — Generate a package.xml manifest by listing all components of specified metadata types
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+ #### Experience Cloud (3 new)
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+ - `sf_create_experience_container` — Create a container region within an Experience Cloud page
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+ - `sf_set_experience_site_login` — Configure login, self-registration, and SSO settings for an Experience site
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+ - `sf_create_cms_content` — Create a CMS content item in a Salesforce CMS workspace
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+ #### Data Management (4 new)
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+ - `sf_export_records` — Export Salesforce records as CSV data via SOQL
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+ - `sf_upsert_record` — Upsert a record using an External ID field for matching
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+ - `sf_get_record` — Retrieve a single record by 15/18-char ID with optional field selection
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+ - `sf_search_records` — Cross-object text search using SOSL with configurable search group and object list
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+ #### Integrations & Events (3 new)
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+ - `sf_create_platform_event_subscription` — Create an Apex trigger subscribing to a Platform Event channel
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+ - `sf_create_change_data_capture` — Enable Change Data Capture for one or more Salesforce objects
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+ - `sf_create_rest_resource` — Create and deploy an Apex REST resource (@RestResource) class
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+ #### Monitoring & Observability (4 new)
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+ - `sf_get_org_limits` — Retrieve current API and governor limit usage via the Limits REST API
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+ - `sf_get_flow_errors` — Retrieve Flow interview fault records with error messages and related records
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+ - `sf_get_apex_test_results` — Query Apex test results from recent test runs via Tooling API
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+ - `sf_get_deployment_history` — Retrieve recent deployment history with status, component counts, and errors
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+ #### Agentforce (3 new)
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+ - `sf_create_agent_channel` — Create a BotChannel connecting an agent to a deployment channel (Embedded Service, Slack, etc.)
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+ - `sf_clone_agent` — Clone an Agentforce Agent with all its topics, actions, and planner bundle
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+ - `sf_export_agent` — Export a complete agent configuration as JSON for documentation or migration
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+ #### OmniStudio (3 new)
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+ - `sf_export_omnistudio_component` — Export any OmniStudio component as JSON for backup or migration
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+ - `sf_import_omnistudio_component` — Import an OmniStudio component from previously exported JSON
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+ - `sf_create_document_generation` — Create an OmniStudio Document Generation configuration (OmniDocumentGenerationConfig)
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+ ---
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  ## [2.4.0] - 2026-05-28
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  ### New Tools — 14 Additions Across 6 Categories
package/README.md CHANGED
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  # salesforce-metadata-mcp
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- [![Version](https://img.shields.io/badge/version-2.4.0-blue.svg)](https://npmjs.com/package/salesforce-metadata-mcp)
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+ [![Version](https://img.shields.io/badge/version-2.5.1-blue.svg)](https://npmjs.com/package/salesforce-metadata-mcp)
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  [![License: MIT](https://img.shields.io/badge/License-MIT-yellow.svg)](LICENSE)
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  [![MCP Compatible](https://img.shields.io/badge/MCP-Compatible-green.svg)](https://modelcontextprotocol.io)
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- **The most comprehensive Salesforce MCP server.** 155+ tools for building, configuring, and automating Salesforce orgs directly from Claude or any MCP client — covering metadata, Apex, LWC, Agentforce agents, OmniStudio, OmniChannel, Experience Cloud, Field Service, Messaging, Einstein AI, audit trail, bulk data, users, reports, security, and more.
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+ **The most comprehensive Salesforce MCP server.** 200+ tools for building, configuring, and automating Salesforce orgs directly from Claude or any MCP client — covering metadata, Apex, LWC, Agentforce agents, OmniStudio, OmniChannel, Experience Cloud, Field Service, Messaging, Einstein AI, audit trail, bulk data, users, reports, security, territories, sandboxes, CDC, REST resources, document generation, and more.
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@@ -46,6 +46,26 @@ See [SETUP.md](SETUP.md) for all authentication methods and detailed setup instr
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  ---
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+ ## What's New in v2.5.0
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+ 45 new tools across 11 categories:
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+ - **Admin & Org Management** — Role hierarchy, reset password, freeze user, ETM territories, forecast hierarchy
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+ - **Object Schema** — Delete custom objects/fields, roll-up summary fields, external ID fields, enable object features
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+ - **Automation & Flows** — Update/clone flows, flow tests, custom invocable actions
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+ - **Apex Development** — Search Apex source code, get/read debug logs, create batch and scheduler classes
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+ - **Deployment & Environments** — Cancel deployments, create scratch orgs, create/refresh sandboxes, export package.xml
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+ - **Experience Cloud** — Experience containers, site login config, CMS content creation
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+ - **Data Management** — Export records to CSV, upsert by external ID, get record by ID, SOSL search
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+ - **Integrations & Events** — Platform Event trigger subscriptions, CDC enablement, Apex REST resources
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+ - **Monitoring** — Org limits usage, flow runtime errors, Apex test results, deployment history
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+ - **Agentforce** — Agent channels, clone agents, export agent configurations
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+ - **OmniStudio** — Export/import components, document generation templates
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+ See [CHANGELOG.md](CHANGELOG.md) for full release notes.
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+ ---
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  ## What's New in v2.4.0
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  14 new tools across 6 categories: