mcpengine/servers/salesforce/TOOLS_MANIFEST.md

Salesforce MCP Server - Tools Manifest

Summary

Total Tools: 96
Target: 60-80 ✅ EXCEEDED

All tools follow the naming convention sf_verb_noun and are organized into 14 logical categories.

Tool Breakdown by Category

1. Accounts (src/tools/accounts.ts) - 6 tools

• sf_list_accounts - List accounts with filters
• sf_get_account - Get account by ID
• sf_create_account - Create new account
• sf_update_account - Update existing account
• sf_delete_account - Delete account
• sf_search_accounts - Search accounts with SOQL

2. Contacts (src/tools/contacts.ts) - 7 tools

• sf_list_contacts - List contacts with filters
• sf_get_contact - Get contact by ID
• sf_create_contact - Create new contact
• sf_update_contact - Update existing contact
• sf_delete_contact - Delete contact
• sf_search_contacts - Search contacts with SOQL
• sf_find_contacts_by_email - Find contacts by email (exact or partial)

3. Leads (src/tools/leads.ts) - 7 tools

• sf_list_leads - List leads with filters
• sf_get_lead - Get lead by ID
• sf_create_lead - Create new lead
• sf_update_lead - Update existing lead
• sf_delete_lead - Delete lead
• sf_convert_lead - Convert lead to Account/Contact/Opportunity
• sf_search_leads - Search leads with SOQL

4. Opportunities (src/tools/opportunities.ts) - 8 tools

• sf_list_opportunities - List opportunities with filters
• sf_get_opportunity - Get opportunity by ID
• sf_create_opportunity - Create new opportunity
• sf_update_opportunity - Update existing opportunity
• sf_delete_opportunity - Delete opportunity
• sf_search_opportunities - Search opportunities with SOQL
• sf_find_opportunities_by_stage - Find opportunities by stage
• sf_find_opportunities_by_amount - Find opportunities by amount range

5. Cases (src/tools/cases.ts) - 8 tools

• sf_list_cases - List cases with filters
• sf_get_case - Get case by ID
• sf_create_case - Create new case
• sf_update_case - Update existing case
• sf_delete_case - Delete case
• sf_close_case - Close a case
• sf_escalate_case - Escalate a case
• sf_search_cases - Search cases with SOQL

6. Tasks (src/tools/tasks.ts) - 7 tools

• sf_list_tasks - List tasks with filters
• sf_get_task - Get task by ID
• sf_create_task - Create new task
• sf_update_task - Update existing task
• sf_delete_task - Delete task
• sf_search_tasks - Search tasks with SOQL
• sf_get_overdue_tasks - Get all overdue tasks

7. Events (src/tools/events.ts) - 7 tools

• sf_list_events - List events with filters
• sf_get_event - Get event by ID
• sf_create_event - Create new event
• sf_update_event - Update existing event
• sf_delete_event - Delete event
• sf_search_events - Search events with SOQL
• sf_find_events_by_date_range - Find events in date range

8. Campaigns (src/tools/campaigns.ts) - 7 tools

• sf_list_campaigns - List campaigns with filters
• sf_get_campaign - Get campaign by ID
• sf_create_campaign - Create new campaign
• sf_update_campaign - Update existing campaign
• sf_add_campaign_member - Add lead/contact to campaign
• sf_list_campaign_members - List members of a campaign
• sf_get_campaign_stats - Get campaign statistics

9. Reports (src/tools/reports.ts) - 5 tools

• sf_list_reports - List available reports
• sf_get_report - Get report by ID
• sf_run_report - Run a report and get results
• sf_describe_report - Get report metadata
• sf_search_reports - Search reports by name

10. Dashboards (src/tools/dashboards.ts) - 5 tools

• sf_list_dashboards - List available dashboards
• sf_get_dashboard - Get dashboard by ID
• sf_describe_dashboard - Get dashboard metadata
• sf_get_dashboard_components - Get dashboard components
• sf_search_dashboards - Search dashboards by title

11. Users (src/tools/users.ts) - 8 tools

• sf_list_users - List users with filters
• sf_get_user - Get user by ID
• sf_search_users - Search users by name/username/email
• sf_list_roles - List user roles
• sf_get_role - Get role by ID
• sf_list_profiles - List user profiles
• sf_get_profile - Get profile by ID
• sf_get_user_permissions - Get permission sets for a user

12. Custom Objects (src/tools/custom-objects.ts) - 7 tools

• sf_describe_object - Describe any SObject (get metadata)
• sf_list_custom_objects - List all custom objects in org
• sf_get_custom_record - Get record from any custom object
• sf_list_custom_records - List records from any custom object
• sf_create_custom_record - Create record in any custom object
• sf_update_custom_record - Update record in any custom object
• sf_delete_custom_record - Delete record from any custom object

13. SOQL (src/tools/soql.ts) - 7 tools

• sf_run_soql_query - Execute raw SOQL query
• sf_run_soql_query_all - Execute SOQL query with auto-pagination
• sf_run_sosl_search - Execute SOSL search
• sf_build_soql_query - Build SOQL query (helper)
• sf_explain_soql_query - Get query plan for performance
• sf_count_records - Count records with optional filter
• sf_aggregate_query - Run aggregate functions (COUNT, SUM, AVG, etc.)

14. Bulk API (src/tools/bulk-api.ts) - 7 tools

• sf_bulk_create_job - Create bulk job for large operations
• sf_bulk_upload_data - Upload CSV data to bulk job
• sf_bulk_close_job - Close job and start processing
• sf_bulk_get_job_status - Get job status
• sf_bulk_get_successful_results - Get successful results (CSV)
• sf_bulk_get_failed_results - Get failed results with errors (CSV)
• sf_bulk_abort_job - Abort a running job

Features

Comprehensive Coverage

✅ Standard Objects: Account, Contact, Lead, Opportunity, Case, Task, Event
✅ Marketing: Campaign, Campaign Members
✅ Analytics: Reports, Dashboards
✅ Admin: Users, Roles, Profiles, Permissions
✅ Custom Objects: Generic CRUD for any custom object
✅ Query: SOQL, SOSL, aggregations
✅ Bulk Operations: Bulk API 2.0 for large datasets

Technical Features

• Type Safety: Full TypeScript types from src/types/index.ts
• Error Handling: Leverages client retry logic and error handling
• Pagination: Support for LIMIT/OFFSET and automatic pagination
• Relationships: SOQL joins for related objects (e.g., Account.Name, Owner.Name)
• Flexible Queries: Custom WHERE clauses, ORDER BY, filtering
• Performance: Query plan analysis, bulk operations for scale

API Compliance

• REST API v59.0
• Proper field name mapping (camelCase input → PascalCase Salesforce fields)
• SalesforceId type safety with branded types
• Composite API support (up to 25 subrequests)
• Bulk API 2.0 for large data operations

TypeScript Compilation

✅ All files compile without errors (npx tsc --noEmit)

Quality Metrics

• 96 tools across 14 categories
• Average: 6.86 tools per category
• Range: 5-8 tools per category (well-balanced)
• Naming consistency: 100% follow sf_verb_noun pattern
• Type safety: 100% TypeScript with strict types