salesforce-metadata-mcp 2.5.2 → 2.5.4

package/README.md

@@ -1,10 +1,10 @@
 # salesforce-metadata-mcp
 
-[![Version](https://img.shields.io/badge/version-2.5.2-blue.svg)](https://npmjs.com/package/salesforce-metadata-mcp)
+[![Version](https://img.shields.io/badge/version-2.5.4-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 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.
+**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.
 
 ---
 
@@ -46,95 +46,7 @@ See [SETUP.md](SETUP.md) for all authentication methods and detailed setup instr
 
 ---
 
-## What's New in v2.5.2
-
-Bug-fix release: 9 SOAP API compatibility corrections that resolve HTTP 500 errors and incorrect metadata against Salesforce Metadata API v66. Test coverage improved from 78% → 92% (76/83 tools passing).
-
-- **`sf_create_list_view`** — Fixed `<allUsers>` → `<allInternalUsers/>` in SharedTo type
-- **`sf_create_email_template`** — Removed invalid `<htmlValue>` element (API v66 incompatible)
-- **`sf_create_page_layout`** — Name field now correctly gets `behavior: Required`
-- **`sf_clone_profile`** — Strips `<tabVisibilities>` for system-managed tabs before re-upsert
-- **`sf_add_picklist_values`** — Switched from Tooling API to `readMetadata` for reliable field lookup
-- **`sf_create_lightning_record_page`** — Fixed element name (`type` not `pageType`), added required `template` and `flexiPageRegions`
-- **`sf_create_letterhead`** — Full WSDL-compliant rewrite: correct element order, `backgroundColor` in header/footer, added `middleLine`
-- **`sf_update_dashboard`** — Creates dashboard when not found, with all required fields including `leftSection`/`rightSection`
-- **`sf_create_quick_action`** — Correct WSDL element order, added `quickActionLayout` support
-
-## What's New in v2.5.0
-
-45 new tools across 11 categories:
-
-- **Admin & Org Management** — Role hierarchy, reset password, freeze user, ETM territories, forecast hierarchy
-- **Object Schema** — Delete custom objects/fields, roll-up summary fields, external ID fields, enable object features
-- **Automation & Flows** — Update/clone flows, flow tests, custom invocable actions
-- **Apex Development** — Search Apex source code, get/read debug logs, create batch and scheduler classes
-- **Deployment & Environments** — Cancel deployments, create scratch orgs, create/refresh sandboxes, export package.xml
-- **Experience Cloud** — Experience containers, site login config, CMS content creation
-- **Data Management** — Export records to CSV, upsert by external ID, get record by ID, SOSL search
-- **Integrations & Events** — Platform Event trigger subscriptions, CDC enablement, Apex REST resources
-- **Monitoring** — Org limits usage, flow runtime errors, Apex test results, deployment history
-- **Agentforce** — Agent channels, clone agents, export agent configurations
-- **OmniStudio** — Export/import components, document generation templates
-
-See [CHANGELOG.md](CHANGELOG.md) for full release notes.
-
----
-
-## What's New in v2.4.0
-
-14 new tools across 6 categories:
-
-- **Lightning App Page** — `sf_create_lightning_app_page` for Lightning App tab pages
-- **Letterhead** — `sf_create_letterhead` for Classic email template branding
-- **Record Delete** — `sf_delete_record` via REST API
-- **Email** — `sf_send_email` via the emailSimple invocable action
-- **Audit Trail** — `sf_get_setup_audit_trail`, `sf_get_login_history`, `sf_get_event_logs`, `sf_get_field_history`
-- **Org Comparison** — `sf_compare_orgs` using SF CLI aliases
-- **Certificates** — `sf_create_certificate` (self-signed, for callout signing/SSO)
-- **Event Relay** — `sf_create_event_relay` to Amazon EventBridge or event bus
-- **Einstein AI** — `sf_create_einstein_prediction`, `sf_create_next_best_action`, `sf_create_einstein_bot`
-
-See [CHANGELOG.md](CHANGELOG.md) for full release notes.
-
----
-
-## What's New in v2.3.0
-
-30 new tools across 8 categories:
-
-- **OmniStudio — FlexCards** — Create, update, activate, and get FlexCards (OmniUiCard)
-- **OmniStudio — OmniScripts** — Create, update, activate, and get OmniScripts
-- **OmniStudio — DataRaptors** — Create Extract/Transform/Load DataRaptor interfaces
-- **OmniStudio — Integration Procedures** — Create, update, activate, and get Integration Procedures
-- **OmniStudio — Calculation Matrix & Procedure** — Create decision tables and multi-step calculation procedures
-- **OmniChannel — Service Channels & Routing** — Service Channels, Routing Configurations, Queue links, Presence Configurations and Statuses
-- **OmniChannel — Skills & Field Service** — Create skills, assign to agents, create Service Territories and Work Types
-- **Messaging, Chat & Voice** — Messaging Channels (SMS/WhatsApp/etc.), Live Chat Buttons, Embedded Service deployments, Bot escalation routing
-
-See [CHANGELOG.md](CHANGELOG.md) for the full release notes.
-
----
-
-## 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 (155+)
+## Tools (60+)
 
 ### Objects & Fields
 | Tool | Description |
@@ -142,10 +54,6 @@ See [CHANGELOG.md](CHANGELOG.md) for the full release notes.
 | `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 |
@@ -161,7 +69,6 @@ See [CHANGELOG.md](CHANGELOG.md) for the full release notes.
 | 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 |
@@ -174,59 +81,36 @@ See [CHANGELOG.md](CHANGELOG.md) for the full release notes.
 | `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 & Page Layouts
+### 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_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 |
-| `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 |
-| `sf_create_lightning_app_page` | Create a Lightning App Page (FlexiPage for App tabs) |
-| `sf_create_letterhead` | Create an email letterhead for Classic email templates |
-
-### Apex, Visualforce & Aura
+
+### Apex Development
 | 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 |
@@ -234,133 +118,36 @@ See [CHANGELOG.md](CHANGELOG.md) for the full release notes.
 | `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 |
-| `sf_delete_record` | Delete a single SObject record by ID |
-| `sf_send_email` | Send email from Salesforce via the emailSimple action |
-
 ### 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 (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 |
+| `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 |
 
 ### External Integrations
 | Tool | Description |
 |------|-------------|
 | `sf_create_connected_app` | Create OAuth Connected Apps |
-| `sf_create_external_data_source` | Create External Data Sources |
+| `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 |
-| `sf_create_outbound_message` | Create Workflow Outbound Messages |
-| `sf_create_auth_provider` | Create OAuth Auth Providers |
-| `sf_create_certificate` | Create a self-signed Certificate for callout signing/SSO |
-| `sf_create_event_relay` | Create an Event Relay to Amazon EventBridge or event bus |
 
 ### 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 (with testLevel support) |
-| `sf_validate_deployment` | Validate deployment without making changes |
+| `sf_deploy_metadata` | Deploy metadata via Metadata API |
 | `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 |
-| `sf_compare_orgs` | Compare metadata between two orgs using SF CLI aliases |
-
-### OmniStudio
-| Tool | Description |
-|------|-------------|
-| `sf_create_flexcard` | Create an OmniStudio FlexCard with data source, fields, and actions |
-| `sf_update_flexcard` | Update an existing FlexCard |
-| `sf_activate_flexcard` | Activate a FlexCard |
-| `sf_get_flexcard` | Get FlexCard configuration |
-| `sf_create_omniscript` | Create an OmniScript guided interaction flow |
-| `sf_update_omniscript` | Update an OmniScript |
-| `sf_activate_omniscript` | Activate an OmniScript |
-| `sf_get_omniscript` | Get OmniScript configuration |
-| `sf_create_dataraptor` | Create a DataRaptor interface (Extract/Transform/Load) |
-| `sf_get_dataraptor` | Get DataRaptor configuration |
-| `sf_create_integration_procedure` | Create an Integration Procedure |
-| `sf_update_integration_procedure` | Update an Integration Procedure |
-| `sf_get_integration_procedure` | Get Integration Procedure configuration |
-| `sf_activate_integration_procedure` | Activate an Integration Procedure |
-| `sf_create_calculation_matrix` | Create a Calculation Matrix for rule-based lookups |
-| `sf_create_calculation_procedure` | Create a Calculation Procedure with multi-step logic |
-
-### Audit Trail & Monitoring
-| Tool | Description |
-|------|-------------|
-| `sf_get_setup_audit_trail` | Query SetupAuditTrail for org configuration change history |
-| `sf_get_login_history` | Query LoginHistory for user login activity |
-| `sf_get_event_logs` | Fetch and parse EventLogFile entries (Login, API, Flow, Apex, etc.) |
-| `sf_get_field_history` | Get field-level change history for a specific record |
-
-### Einstein & AI
-| Tool | Description |
-|------|-------------|
-| `sf_create_einstein_prediction` | Create an Einstein Prediction Builder definition |
-| `sf_create_next_best_action` | Create a Next Best Action recommendation strategy |
-| `sf_create_einstein_bot` | Create a classic Einstein Bot with dialogs |
-
-### OmniChannel & Field Service
-| Tool | Description |
-|------|-------------|
-| `sf_create_service_channel` | Create an OmniChannel Service Channel |
-| `sf_create_routing_configuration` | Create a Routing Configuration |
-| `sf_create_queue_routing_config` | Link a Routing Configuration to a Queue |
-| `sf_create_presence_configuration` | Create a Presence Configuration for agents |
-| `sf_create_presence_status` | Create a Presence Status |
-| `sf_assign_presence_status` | Assign Presence Status to Profiles/Permission Sets |
-| `sf_create_skill` | Create a Skill for routing or Field Service |
-| `sf_assign_skill_to_agent` | Assign a Skill to a service agent |
-| `sf_create_service_territory` | Create a Field Service Service Territory |
-| `sf_create_work_type` | Create a Field Service Work Type |
-| `sf_create_messaging_channel` | Create a Messaging Channel (SMS, WhatsApp, etc.) |
-| `sf_create_chat_button` | Create a Live Chat Button |
-| `sf_create_embedded_service` | Create an Embedded Service deployment |
-| `sf_create_bot_routing` | Configure bot escalation to a human agent queue |
 
 ### MCP Server Management
 | Tool | Description |
@@ -377,19 +164,16 @@ See [CHANGELOG.md](CHANGELOG.md) for the full release notes.
 > "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 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 an Apex class called OpportunityService that queries all Opps with Amount > 100000. Then create a test class for it."
 
-**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."
+**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."
 
-**Bulk data import:**
-> "Import 500 Account records from this CSV data using Bulk API 2.0."
+**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."
 
-**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."
+**Agentforce setup:**
+> "Create an Agentforce agent called SalesAssistant with a topic for Order Management."
 
 ---
 
@@ -411,28 +195,13 @@ See [CHANGELOG.md](CHANGELOG.md) for the full release notes.
 ## Documentation
 
 - [SETUP.md](SETUP.md) — Prerequisites, authentication, Claude configuration
-- [TOOLS.md](TOOLS.md) — All 110+ tools with full parameter documentation
+- [TOOLS.md](TOOLS.md) — All 60+ 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
 
 ---
 
-## CI/CD & Maintenance
-
-This repository includes GitHub Actions workflows for automated maintenance:
-
-| Workflow | Trigger | Action |
-|----------|---------|--------|
-| `ci.yml` | Push / PR | Build and verify module loads |
-| `publish.yml` | Push tag `v*` | Publish to npm with provenance |
-| `sf-release-monitor.yml` | Feb 1, Jun 1, Oct 1 | Opens a Salesforce release review issue |
-| `api-version-bump.yml` | Feb 1, Jun 1, Oct 1 | Creates a PR to bump the API version |
-
-To publish a new version: bump the version in `package.json`, update `CHANGELOG.md`, then push a `vX.Y.Z` tag. The publish workflow handles the rest.
-
----
-
 ## License
 
 MIT