salesforce-metadata-mcp

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.

Quick Start

npx -y salesforce-metadata-mcp

Or install globally:

npm install -g salesforce-metadata-mcp
salesforce-metadata-mcp

Configuration (Claude Desktop / Claude Code)

Add to your MCP configuration (claude_desktop_config.json or .claude/settings.json):

{
  "mcpServers": {
    "salesforce": {
      "command": "npx",
      "args": ["salesforce-metadata-mcp"],
      "env": {
        "SF_INSTANCE_URL": "https://your-org.salesforce.com",
        "SF_ACCESS_TOKEN": "your_access_token"
      }
    }
  }
}

See SETUP.md for all authentication methods and detailed setup instructions.

Tools (60+)

Objects & Fields

| Tool | Description | |------|-------------| | 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_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 | | sf_create_custom_setting | Create Hierarchy or List Custom Settings | | sf_create_global_value_set | Create shared picklist usable across objects | | sf_create_record_type | Create Record Types with picklist overrides | | sf_create_business_process | Create Business Processes for Opp/Lead/Case | | sf_create_page_layout | Create Page Layouts with sections and fields | | sf_create_sharing_rule | Create criteria or ownership sharing rules | | sf_create_field_dependency | Create controlling/dependent picklist dependency |

Automation

| Tool | Description | |------|-------------| | sf_create_flow | Create any Flow type with advanced elements | | 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 | | sf_create_email_alert | Create workflow email alert actions | | sf_create_platform_event | Create Platform Event objects | | sf_create_assignment_rule | Create Lead/Case assignment rules | | sf_create_escalation_rule | Create Case escalation rules | | sf_create_auto_response_rule | Create Web-to-Lead/Case auto-response rules | | sf_create_matching_rule | Create duplicate matching rules | | 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 |

Security & Access

| Tool | Description | |------|-------------| | sf_create_permission_set | Create Permission Sets with all permissions | | 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

| 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_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

| Tool | Description | |------|-------------| | sf_create_apex_class | Deploy any Apex class to the org | | 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 |

LWC Development

| Tool | Description | |------|-------------| | sf_create_lwc | Deploy a full LWC with HTML, JS, CSS | | sf_update_lwc | Update an existing LWC component |

Experience Cloud

| Tool | Description | |------|-------------| | sf_create_experience_site | Create Experience Cloud sites | | sf_create_experience_page | Create pages within Experience sites |

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 |

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_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 |

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_check_deploy_status | Check deployment job status | | sf_retrieve_metadata | Retrieve metadata from the org |

MCP Server Management

| Tool | Description | |------|-------------| | sf_create_mcp_server | Generate a new MCP server project on disk | | sf_create_mcp_tool | Add a new tool to an existing MCP server | | sf_list_mcp_tools | List all tools in an MCP server project |

Example Prompts

Build a complete object:

"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 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 an LWC:

"Create a Lightning Web Component called accountSummary that displays account name, industry, and annual revenue. Make it available on Record Pages."

Agentforce setup:

"Create an Agentforce agent called SalesAssistant with a topic for Order Management."

Environment Variables

| Variable | Description | Required | |----------|-------------|----------| | SF_INSTANCE_URL | Your org URL (e.g. https://org.salesforce.com) | Always | | SF_CLIENT_ID | Connected App client ID | For OAuth | | SF_CLIENT_SECRET | Connected App client secret | For OAuth | | SF_REFRESH_TOKEN | OAuth refresh token | For OAuth | | SF_ALIAS | Salesforce CLI org alias | For CLI | | SF_ACCESS_TOKEN | Static access token (expires ~1hr) | For static | | PORT | HTTP server port (default: 3000) | For HTTP mode | | TRANSPORT | stdio or http (default: stdio) | Optional |

Documentation

• SETUP.md — Prerequisites, authentication, Claude configuration
• TOOLS.md — All 60+ tools with full parameter documentation
• AGENTFORCE.md — Agentforce agent creation guide
• APEX_LWC.md — Apex and LWC development guide
• CHANGELOG.md — Version history

License

MIT