Salesforce - Prisme.ai

The Salesforce app provides read/write access to a Salesforce org through the Salesforce REST API v62.0. It can be used either as a Builder app (automations call Salesforce operations directly) or as a remote MCP server consumed by an AI agent — covering single-record CRUD on Accounts, Contacts, Leads and Opportunities, SOQL/SOSL queries, the Composite endpoints, Bulk API 2.0 ingest/query, the Tooling API (Apex + metadata records), Process rules and Approval submissions, Quick Actions, Reports & Dashboards and Metadata package deploys. Authentication is per-user via OAuth2 authorization-code (PKCE), with a service-to-service JWT Bearer fallback when configured.

CRM Records

Create, read, update and delete sObjects (Accounts, Contacts, Leads, Opportunities, custom objects) and run SOQL / SOSL searches across them

Bulk & Composite

Bulk API 2.0 ingest/query jobs and Composite endpoints for high-volume, multi-record and atomic operations

Reports & Process

Reports, dashboards, approval processes, quick actions, Tooling API and Metadata deploys

Prerequisites

A Salesforce org with administrator access (Production, Developer Edition or Sandbox).
A Connected App created in Setup > App Manager > New Connected App. Enable OAuth Settings, paste the value of the auto-computed OAuth Redirect URI (visible in the app instance configuration after install) into the Connected App’s Callback URL field, and select the OAuth scopes api refresh_token offline_access. See the Salesforce Connected App docs.
The Connected App’s Consumer Key and Consumer Secret to fill oauthClientId / oauthClientSecret.
The Login Host matching the org type: https://login.salesforce.com for production / Developer Edition, https://test.salesforce.com for sandbox, or a custom My Domain host like https://<mydomain>.my.salesforce.com.
(Optional) For service-to-service auth without a user session, configure JWT Bearer: enable Use digital signatures on the Connected App, upload the matching public certificate, pre-authorize the runtime user for the Connected App, and fill jwtUsername + jwtPrivateKey on the app instance.

Usage as App
Usage as MCP

Installation

Go to Apps in your workspace
Search for Salesforce and install it
Open the app instance configuration and fill in the required fields

Configuration

Field	Description
Salesforce Login Host	OAuth host for this org (`https://login.salesforce.com`, `https://test.salesforce.com` or a custom `*.my.salesforce.com`). Used as the base for the OAuth authorize/token/revoke endpoints AND as the default fallback API base before the OAuth token returns the real `instance_url`.
REST API Version	Salesforce REST API version (path segment after `/services/data/`). Defaults to `v62.0`. Override per tenant if you need an older version.
OAuth Client ID (Consumer Key)	Connected App “Consumer Key”. Stored as a workspace secret.
OAuth Client Secret (Consumer Secret)	Connected App “Consumer Secret”. Stored as a workspace secret.
OAuth Redirect URI	Auto-populated on install. Copy this exact value into the Connected App’s Callback URL field.
OAuth Scopes	Space-separated OAuth scopes requested at authorize time. Defaults to `api refresh_token offline_access`.
JWT Bearer Username	Salesforce username for the JWT Bearer flow (optional, service-to-service). Leave blank to disable.
JWT Bearer Private Key (PEM)	RSA private key (PEM) matching the public certificate uploaded to the Connected App. Stored as a workspace secret.
MCP Endpoint	Auto-populated on install — URL of the MCP endpoint for this instance
MCP API Key	Auto-populated on install — signed key used in the `mcp-api-key` header. Do not modify

MCP Endpoint and MCP API Key are generated automatically by the onInstall flow and are only needed to expose this instance as an MCP server (see the next tab).

Connecting a user (OAuth)

The app supports two authentication modes that are tried in order on every call:

Per-user OAuth session — each end-user clicks through the Salesforce authorize page once, the tokens are stored in their personal user.salesforce.oauth.* namespace and auto-refreshed. To initiate the flow, call Salesforce.connect from a tenant automation — it returns a connect_url to surface to the user.
Per-tenant JWT Bearer (fallback) — used when no per-user session exists. The Connected App exchanges jwtUsername + jwtPrivateKey against {loginHost}/services/oauth2/token and caches the access token for ~30 minutes.

If neither is available the call returns error: "Salesforce not authenticated".

Available Instructions

Every instruction resolves credentials from the workspace configuration through the buildAppAuth helper. Arguments correspond directly to the Salesforce REST API parameters — path params, query params and JSON body fields. Most write operations accept a free-form body object whose keys are Salesforce field API names (case-sensitive).

Discovery

Instruction	Arguments
`listVersions`	—
`listResources`	—
`getLimits`	—
`getRecentItems`	`limit`

sObject Metadata

Instruction	Arguments
`describeGlobal`	—
`describeSObject`	`sObjectName`*
`describeSObjectBasic`	`sObjectName`*

Records (CRUD)

Instruction	Arguments
`createRecord`	`sObjectName`, `body` (Salesforce field API names)
`getRecord`	`sObjectName`, `recordId`, `fields`
`getRecordField`	`sObjectName`, `recordId`, `fieldName`*
`updateRecord`	`sObjectName`, `recordId`, `body`*
`upsertRecord`	`sObjectName`, `externalIdField`, `externalIdValue`, `body`
`deleteRecord`	`sObjectName`, `recordId`
`getDeletedRecords`	`sObjectName`, `start`, `end`*
`getUpdatedRecords`	`sObjectName`, `start`, `end`*

SOQL & SOSL Queries

Instruction	Arguments
`runQuery`	`q`* (SOQL)
`runQueryAll`	`q`* (SOQL, includes deleted/archived)
`runSearch`	`q`* (SOSL)
`runParameterizedSearch`	`body`* (structured search request)
`getQueryNext`	`queryLocator`*

Composite & Multi-Record

Instruction	Arguments
`runComposite`	`body`* (`allOrNone`, `collateSubrequests`, `compositeRequest`)
`runCompositeBatch`	`body`* (`haltOnError`, `batchRequests`)
`runCompositeGraph`	`body`* (`graphs`)
`createSObjectTree`	`sObjectName`, `body` (`records`)
`createRecords`	`body`* (`allOrNone`, `records`)
`createRecordsForType`	`sObjectName`, `body` (`allOrNone`, `records`)
`updateRecords`	`body`* (`allOrNone`, `records`)
`deleteRecords`	`ids`*, `allOrNone`
`getRecordsCollection`	`sObjectName`, `ids`, `fields`
`upsertRecordsForType`	`sObjectName`, `externalIdField`, `body`* (`allOrNone`, `records`)

Bulk API 2.0 — Ingest

Instruction	Arguments
`createIngestJob`	`body`* (`object`, `operation`, `externalIdFieldName`, `contentType`, `lineEnding`, `columnDelimiter`, `assignmentRuleId`)
`uploadIngestData`	`jobId`, `rawBody` (CSV)
`updateIngestJob`	`jobId`, `body` (`state` — `UploadComplete` / `Aborted`)
`getIngestJob`	`jobId`*
`listIngestJobs`	`isPkChunkingEnabled`, `jobType`, `queryLocator`
`getIngestSuccessful`	`jobId`*
`getIngestFailed`	`jobId`*
`getIngestUnprocessed`	`jobId`*
`deleteIngestJob`	`jobId`*

Bulk API 2.0 — Query

Instruction	Arguments
`createQueryJob`	`body`* (`operation`, `query`, `contentType`, `lineEnding`, `columnDelimiter`)
`getQueryJob`	`jobId`*
`listQueryJobs`	`isPkChunkingEnabled`, `jobType`, `concurrencyMode`
`getQueryJobResults`	`jobId`*, `locator`, `maxRecords`
`updateQueryJob`	`jobId`, `body` (`state` — `Aborted`)
`deleteQueryJob`	`jobId`*

Tooling API

Instruction	Arguments
`runToolingQuery`	`q`* (SOQL on Tooling sObjects: `CustomField`, `ApexClass`, `FlexiPage`, …)
`describeToolingGlobal`	—
`describeToolingSObject`	`sObjectName`*
`createToolingRecord`	`sObjectName`, `body`
`getToolingRecord`	`sObjectName`, `recordId`
`updateToolingRecord`	`sObjectName`, `recordId`, `body`*
`deleteToolingRecord`	`sObjectName`, `recordId`
`executeAnonymousApex`	`anonymousBody`*
`getApexCompletions`	`type` (`apex` / `visualforce`)
`runApexTestsSync`	`body`* (`tests`)
`runApexTestsAsync`	`body`* (`classNames`, `classids`, `suiteNames`, `suiteids`, `maxFailedTests`, `testLevel`, `tests`)

Process & Approvals

Instruction	Arguments
`listProcessRules`	—
`listProcessRulesForObject`	`sObjectName`*
`triggerProcessRule`	`sObjectName`, `ruleId`, `body`* (`contextIds`)
`listApprovals`	—
`submitApproval`	`body`* (`requests`)

Quick Actions

Instruction	Arguments
`listQuickActions`	—
`describeQuickAction`	`actionName`*
`invokeQuickAction`	`actionName`*, `body`

Analytics — Reports & Dashboards

Instruction	Arguments
`listReports`	—
`describeReport`	`reportId`*, `includeDetails`
`runReport`	`reportId`*, `includeDetails`, `body`
`getReportInstance`	`reportId`, `instanceId`
`listReportInstances`	`reportId`*
`listDashboards`	—
`describeDashboard`	`dashboardId`*
`runDashboard`	`dashboardId`*
`getDashboardStatus`	`dashboardId`*

Metadata Deploy

Instruction	Arguments
`deployMetadata`	`body`* (`deployOptions`, `file`)
`getMetadataDeployStatus`	`requestId`*, `includeDetails`

OAuth Session

Instruction	Arguments
`connect`	— (returns `connect_url` for the end-user to click)
`disconnect`	— (revokes the current OAuth session)

Arguments flagged with * are required.

DSUL Examples

Search high-value Accounts (SOQL)

- Salesforce.runQuery:
    q: "SELECT Id, Name, AnnualRevenue, Industry FROM Account WHERE AnnualRevenue > 1000000 ORDER BY AnnualRevenue DESC LIMIT 50"
    output: accounts

Create a Lead

- Salesforce.createRecord:
    sObjectName: Lead
    body:
      FirstName: Georges
      LastName: Abitbol
      Company: La Classe Américaine
      Email: georges.abitbol@example.com
      LeadSource: Web
    output: lead

Update an Opportunity stage and amount

- Salesforce.updateRecord:
    sObjectName: Opportunity
    recordId: '{{opportunity_id}}'
    body:
      StageName: Closed Won
      Amount: 250000
    output: result

Bulk insert Contacts via Bulk API 2.0

- Salesforce.createIngestJob:
    body:
      object: Contact
      operation: insert
      contentType: CSV
      lineEnding: LF
    output: job
- Salesforce.uploadIngestData:
    jobId: '{{job.id}}'
    rawBody: |
      FirstName,LastName,Email
      Jean,Dupont,jean.dupont@example.com
      Marie,Martin,marie.martin@example.com
    output: upload
- Salesforce.updateIngestJob:
    jobId: '{{job.id}}'
    body:
      state: UploadComplete
    output: launched

Run a Report and download the results

- Salesforce.runReport:
    reportId: '{{report_id}}'
    includeDetails: true
    output: report

The Salesforce app ships with a built-in MCP server. Each app instance gets its own signed mcp-api-key that encodes the workspace ID and a credentials lookup URL — the Salesforce OAuth credentials themselves are never passed through headers and are resolved server-side from the app configuration on every tool call.MCP tools follow a dispatcher pattern: a single tool name (e.g. records, query, bulkIngest) covers several Salesforce operations selected through an action argument. This keeps the tool list short while still exposing the full surface of the Salesforce REST API.

Plug into an Agent Creator capability

Agents consume MCP servers directly through Agent Creator capabilities. This is the preferred way to expose Salesforce to an agent.

Create or open a workspace

From the Prisme.ai console, create a new workspace (or open the one that will host the connector).

Install the Salesforce app

Open the workspace Imports panel, search for Salesforce and install it.

Configure the credentials

Open the freshly installed app instance settings and fill in the required fields (see the Usage as App tab for the field-by-field reference). At minimum: loginHost, oauthClientId, oauthClientSecret.

Copy the MCP endpoint and API key

Still on the app instance configuration page, copy the values of MCP Endpoint and MCP API Key — both are generated automatically on install.

Open Agent Creator

Switch to Agent Creator and open the agent you want to extend.

Add a capability

Add a new capability to the agent:

If a dedicated Salesforce capability exists — select it and paste the MCP API Key into the mcp-api-key field. The server URL is already wired.
Otherwise — select the generic custom_mcp capability, paste the MCP Endpoint into the Server URL field, then open the Headers field and add an mcp-api-key entry whose value is the MCP API Key copied earlier:
```
{
  "mcp-api-key": "your-mcp-api-key"
}
```

Save

The agent now has access to every Salesforce tool exposed by the MCP server.

Brief the agent in its system prompt

Wiring the capability is not enough — the agent also needs to know the MCP exists and when to reach for it. Add a short paragraph to the agent’s system prompt. Copy-pasteable starter:

You have access to the Salesforce MCP server. Use it whenever the user asks something that maps to Salesforce data — listing, searching, reading, creating or updating records, running SOQL/SOSL queries, submitting approval requests, running reports or kicking off Bulk API jobs. Always prefer calling an MCP tool over guessing from prior context, and confirm with the user before any destructive action (delete, bulk update, metadata deploy).

Refine the trigger keywords (sObject names, business domains, typical user phrasings) so the agent reliably picks up the right intent in your context.

Legacy MCP Install (Advanced > Tools)

Use this flow to plug the Salesforce MCP into an AI Knowledge agent that does not yet support the native MCP picker.

Install the Salesforce app

Install and configure the app in the same workspace as your agent (see the Usage as App tab). Once configured, mcpEndpoint and mcpApiKey are auto-populated.

Copy the MCP credentials

Open the app instance config and copy the values of MCP Endpoint and MCP API Key.

Open your AI Knowledge project

Navigate to Advanced > Tools.

Add an MCP tool

Click Add and select the MCP tab.

Fill in the endpoint

Paste the MCP Endpoint URL copied from the app instance.

Add the auth header

In the Headers field, add the signed API key:

{
  "mcp-api-key": "your-mcp-api-key"
}

Save

The agent can now list and call Salesforce tools through the MCP endpoint.

The signed mcp-api-key encodes the workspace ID and the getConfig webhook URL. The MCP server validates the signature using the central app secret and transparently fetches the Salesforce OAuth tokens (or JWT Bearer fallback) for the calling user. Credentials are cached per tenant for 10 minutes.

Output Formats

Every tool accepts an outputFormat parameter that controls the MCP response shape:

verbose (default) — human-readable text for LLM consumption
structured — machine-readable JSON in structuredContent
both — both text and structured content

Available Tools

Each dispatcher tool takes an action argument that selects the underlying Salesforce operation. Only the arguments relevant to the chosen action need to be passed.

OAuth Session

Tool	Description
`connect`	Initiate an OAuth connection to Salesforce. Returns a `connect_url` for the user to click
`disconnect`	Disconnect the current Salesforce OAuth session and revoke the access token (RFC 7009)

Discovery (`versions`)

Action	Description
`listVersions`	List available REST API versions
`listResources`	List available resources for the current API version
`getLimits`	Get org limits (`DailyApiRequests`, `DataStorageMB`, …)
`getRecent`	Most recently viewed items (param: `limit`)

sObject Metadata (`sobjects`)

Action	Description
`describeGlobal`	List all available sObjects and basic metadata for each
`describe`	Full describe of a single sObject (fields, picklists, child relationships)
`describeBasic`	Basic metadata for a single sObject (URLs + recent items)

Records (`records`)

Action	Description
`create`	Create a new record — pass record fields inside `body`
`get`	Retrieve a single record by ID
`getField`	Get a single field on a record (including blob/document body)
`update`	Update fields on an existing record
`upsert`	Upsert a record by external ID field
`delete`	Delete a record by ID
`getDeleted`	Records deleted within a time window (recycle bin)
`getUpdated`	Records updated within a time window

SOQL & SOSL (`query`)

Action	Description
`soql`	Run a SOQL query (excludes deleted/archived)
`soqlAll`	Run a SOQL query including deleted/archived records
`sosl`	Run a SOSL search across multiple sObjects
`parameterizedSearch`	Structured parameterized search (richer than SOSL string)
`next`	Retrieve the next batch of a paginated SOQL query

Composite (`composite`)

Action	Description
`request`	Execute up to 25 sub-requests in order, with refs between them
`batch`	Execute up to 25 independent sub-requests (no refs)
`graph`	Execute multiple composite graphs in a single transaction
`tree`	Insert a parent record and related children in a single transaction

Multi-Record (`compositeRecords`)

Action	Description
`createMany`	Create up to 200 records (mixed sObjects) in one call
`createManyForType`	Create up to 200 records of the same sObject type
`updateMany`	Update up to 200 records (mixed sObjects) in one call
`upsertManyForType`	Upsert up to 200 records of the same sObject by external ID
`deleteMany`	Delete up to 200 records (mixed sObjects) in one call
`getMany`	Retrieve up to 2000 records of a given sObject type by IDs

Bulk API 2.0 — Ingest (`bulkIngest`)

Action	Description
`create`	Create a new bulk ingest job
`uploadData`	Upload CSV data to an Open ingest job (param: `rawBody`)
`update`	Update job state (`UploadComplete` to start processing, `Aborted` to stop)
`get`	Get bulk ingest job state and metrics
`list`	List bulk ingest jobs
`getSuccessful`	Download CSV of successfully processed rows
`getFailed`	Download CSV of failed rows with error messages
`getUnprocessed`	Download CSV of rows not processed (job aborted before completion)
`delete`	Delete a bulk ingest job (only after JobComplete/Aborted/Failed)

Bulk API 2.0 — Query (`bulkQuery`)

Action	Description
`create`	Create a bulk SOQL query job (returns `jobId` for polling)
`get`	Get bulk query job state and metrics
`list`	List bulk query jobs
`getResults`	Download CSV results of a completed bulk query job
`update`	Update query job state (`Aborted` only)
`delete`	Delete a bulk query job (only after completion/abort)

Tooling API (`tooling`)

Action	Description
`query`	Run a Tooling SOQL query (`CustomField`, `ApexClass`, `FlexiPage`, …)
`describeGlobal`	List Tooling API sObjects
`describeSObject`	Describe a Tooling API sObject
`createRecord`	Create a Tooling API record (e.g. `ApexClass`, `CustomField`)
`getRecord`	Retrieve a Tooling API record
`updateRecord`	Update a Tooling API record
`deleteRecord`	Delete a Tooling API record
`executeAnonymous`	Run a one-off Apex code block as the current user
`completions`	Apex / VisualForce code completions
`runTestsSync`	Run Apex tests synchronously (small scope only)
`runTestsAsync`	Schedule async Apex test execution

Process & Approvals (`process`)

Action	Description
`listRules`	List active process rules across the org
`listRulesForObject`	Process rules for a given sObject
`triggerRule`	Trigger a specific process rule against record IDs
`listApprovals`	List approval requests visible to the current user
`submitApproval`	Submit a record into an approval process or act on an existing one

Quick Actions (`quickActions`)

Action	Description
`list`	Global quick actions
`describe`	Describe a specific quick action
`invoke`	Invoke a quick action with payload

Analytics (`analytics`)

Action	Description
`listReports`	List all reports accessible to the current user
`describeReport`	Describe a report (metadata + `reportFactWithDetails` when `includeDetails=true`)
`runReport`	Execute a report asynchronously and return a report instance
`getReportInstance`	Get the results of a specific report instance
`listReportInstances`	List async report instances for a report
`listDashboards`	List all dashboards accessible to the current user
`describeDashboard`	Describe a dashboard (components, filters, cache state)
`runDashboard`	Refresh a dashboard (async)
`getDashboardStatus`	Get the current refresh status of a dashboard

Metadata Deploy (`metadata`)

Action	Description
`deploy`	Deploy a zipped metadata package (Metadata REST)
`getDeployStatus`	Get status + details of a metadata deploy request

Tool Details

records

CRUD on individual Salesforce records. One record per call. Pick the operation via action; pass record fields nested inside body (Salesforce field API names are case-sensitive).

{
  "name": "records",
  "arguments": {
    "action": "create",
    "sObjectName": "Lead",
    "body": {
      "FirstName": "Georges",
      "LastName": "Abitbol",
      "Company": "La Classe Américaine",
      "Email": "georges.abitbol@example.com"
    }
  }
}

Parameter	Required	Description
`action`	Yes	One of `create`, `get`, `getField`, `update`, `upsert`, `delete`, `getDeleted`, `getUpdated`
`sObjectName`	Yes	API name of the sObject (`Account`, `Contact`, `Lead`, `Opportunity`, `My_Custom_Object__c`, …)
`recordId`	For `get`/`getField`/`update`/`delete`	Salesforce 15- or 18-char record ID
`body`	For `create`/`update`/`upsert`	Object whose keys are Salesforce field API names
`externalIdField`, `externalIdValue`	For `upsert`	External ID field API name and value
`fieldName`	For `getField`	API name of a single field to fetch
`fields`	For `get`	Comma-separated list of fields to return
`start`, `end`	For `getDeleted`/`getUpdated`	ISO 8601 time window

query

Read with SOQL (database language), SOSL (cross-object text search) or a structured parameterized search. Use next with a queryLocator returned by a previous SOQL response to page through large result sets.

{
  "name": "query",
  "arguments": {
    "action": "soql",
    "q": "SELECT Id, Name, AnnualRevenue FROM Account WHERE Industry = 'Technology' ORDER BY AnnualRevenue DESC LIMIT 50"
  }
}

Parameter	Required	Description
`action`	Yes	One of `soql`, `soqlAll`, `sosl`, `parameterizedSearch`, `next`
`q`	For `soql`/`soqlAll`/`sosl`	SOQL or SOSL string
`queryLocator`	For `next`	Locator returned by the previous SOQL call (`nextRecordsUrl`)
`body`	For `parameterizedSearch`	Structured search request

compositeRecords

Multi-record CRUD via the composite/sobjects collection — up to 200 records per call (2000 for reads), with optional allOrNone transactional semantics.

{
  "name": "compositeRecords",
  "arguments": {
    "action": "createManyForType",
    "sObjectName": "Contact",
    "body": {
      "allOrNone": true,
      "records": [
        { "attributes": { "type": "Contact" }, "FirstName": "Jean", "LastName": "Dupont", "Email": "jean.dupont@example.com" },
        { "attributes": { "type": "Contact" }, "FirstName": "Marie", "LastName": "Martin", "Email": "marie.martin@example.com" }
      ]
    }
  }
}

Parameter	Required	Description
`action`	Yes	One of `createMany`, `createManyForType`, `updateMany`, `upsertManyForType`, `deleteMany`, `getMany`
`sObjectName`	For `createManyForType`/`upsertManyForType`/`getMany`	API name of the sObject
`body`	For all writes	`{ allOrNone, records, externalIdField? }`
`ids`	For `deleteMany`/`getMany`	Comma-separated record IDs
`fields`	For `getMany`	Comma-separated list of fields

bulkIngest

Asynchronous high-volume writes via Bulk API 2.0. The typical lifecycle is create → uploadData (CSV) → update (state: UploadComplete) → poll get until state=JobComplete → getSuccessful / getFailed.

{
  "name": "bulkIngest",
  "arguments": {
    "action": "create",
    "body": {
      "object": "Contact",
      "operation": "insert",
      "contentType": "CSV",
      "lineEnding": "LF"
    }
  }
}

Parameter	Required	Description
`action`	Yes	One of `create`, `uploadData`, `update`, `get`, `list`, `getSuccessful`, `getFailed`, `getUnprocessed`, `delete`
`jobId`	For everything but `create`/`list`	Job ID returned by `create`
`body`	For `create`/`update`	Create payload or `{ state: UploadComplete \| Aborted }`
`rawBody`	For `uploadData`	Raw CSV body (`Content-Type: text/csv`)

analytics

Run reports and dashboards asynchronously, then fetch the resulting report instance. Reports return both the metadata and the row-level facts when includeDetails=true.

{
  "name": "analytics",
  "arguments": {
    "action": "runReport",
    "reportId": "00O5g00000F1234EAA",
    "includeDetails": true
  }
}

Parameter	Required	Description
`action`	Yes	One of `listReports`, `describeReport`, `runReport`, `getReportInstance`, `listReportInstances`, `listDashboards`, `describeDashboard`, `runDashboard`, `getDashboardStatus`
`reportId`	For report actions	Salesforce report ID
`dashboardId`	For dashboard actions	Salesforce dashboard ID
`instanceId`	For `getReportInstance`	Async report instance ID
`includeDetails`	No	Include row-level details in the response

tooling

Tooling API for metadata-as-data: query/CRUD on ApexClass, CustomField, FlexiPage, ValidationRule, …, plus running Apex (sync, async tests, anonymous execution) and code completions.

{
  "name": "tooling",
  "arguments": {
    "action": "executeAnonymous",
    "anonymousBody": "System.debug('Hello from Apex anonymous');"
  }
}

Parameter	Required	Description
`action`	Yes	See the Tooling API table above
`sObjectName`	For Tooling sObject ops	Tooling API sObject name
`recordId`	For `getRecord`/`updateRecord`/`deleteRecord`	Tooling record ID
`q`	For `query`	Tooling SOQL string
`anonymousBody`	For `executeAnonymous`	Apex source to execute as the current user
`body`	For test runs / record mutations	Operation payload (`tests`, `classNames`, …)

Error Handling

HTTP Status	Error	Solution
400	Bad Request	Malformed SOQL, invalid field API name, missing required field. Check the `fields` array returned by Salesforce for `formField` errors
401	Unauthorized	Access token expired or revoked. Reconnect via the `connect` tool
403	Forbidden	The Salesforce profile lacks API access or object/field-level permissions
404	Not Found	sObject name or record ID does not exist. Note that sObject API names are case-sensitive
422	Validation	Validation rules, picklist constraints or required-field errors on the sObject
429	Rate Limited	Org API limit reached (`DailyApiRequests`). Inspect usage via `versions action=getLimits` and back off
500	Server Error	Transient Salesforce error. Retry with exponential backoff

Common Issues

“Not configured” — The app instance has no Connected App credentials. Create a Connected App in Salesforce Setup > App Manager, then fill oauthClientId / oauthClientSecret on the app instance. “Invalid API key” (MCP) — The mcp-api-key header does not match the central app secret. Reinstall the app instance to regenerate a signed key. “Credentials lookup failed” — The MCP endpoint could not reach the getConfig webhook of the installed app. Verify that the app instance is still installed in the expected workspace. “Salesforce not authenticated” — Neither a per-user OAuth session nor a JWT Bearer fallback is available. Call Salesforce.connect (App mode) or the connect MCP tool to start the OAuth flow, or fill jwtUsername + jwtPrivateKey on the app instance. redirect_uri_mismatch at callback time — The oauthCallbackUrl value displayed in the app instance config must be pasted verbatim into the Connected App’s Callback URL field, including the path. Sandbox vs production hosts also matter: use https://test.salesforce.com as loginHost for sandboxes. invalid_grant on JWT Bearer — The runtime user is not pre-authorized for the Connected App, the private key does not match the uploaded certificate, or Use digital signatures is not enabled on the Connected App.

CRM Records

Bulk & Composite

Reports & Process

​Prerequisites

​Installation

​Configuration

​Connecting a user (OAuth)

​Available Instructions

​Discovery

​sObject Metadata

​Records (CRUD)

​SOQL & SOSL Queries

​Composite & Multi-Record

​Bulk API 2.0 — Ingest

​Bulk API 2.0 — Query

​Tooling API

​Process & Approvals

​Quick Actions

​Analytics — Reports & Dashboards

​Metadata Deploy

​OAuth Session

​DSUL Examples

​Search high-value Accounts (SOQL)

​Create a Lead

​Update an Opportunity stage and amount

​Bulk insert Contacts via Bulk API 2.0

​Run a Report and download the results

​Plug into an Agent Creator capability

​Legacy MCP Install (Advanced > Tools)

​Output Formats

​Available Tools

​OAuth Session

​Discovery (versions)

​sObject Metadata (sobjects)

​Records (records)

​SOQL & SOSL (query)

​Composite (composite)

​Multi-Record (compositeRecords)

​Bulk API 2.0 — Ingest (bulkIngest)

​Bulk API 2.0 — Query (bulkQuery)

​Tooling API (tooling)

​Process & Approvals (process)

​Quick Actions (quickActions)

​Analytics (analytics)

​Metadata Deploy (metadata)

​Tool Details

​records

​query

​compositeRecords

​bulkIngest

​analytics

​tooling

​Error Handling

​Common Issues

​External Resources

Salesforce REST API

Tool Agents

Prerequisites

Installation

Configuration

Connecting a user (OAuth)

Available Instructions

Discovery

sObject Metadata

Records (CRUD)

SOQL & SOSL Queries

Composite & Multi-Record

Bulk API 2.0 — Ingest

Bulk API 2.0 — Query

Tooling API

Process & Approvals

Quick Actions

Analytics — Reports & Dashboards

Metadata Deploy

OAuth Session

DSUL Examples

Search high-value Accounts (SOQL)

Create a Lead

Update an Opportunity stage and amount

Bulk insert Contacts via Bulk API 2.0

Run a Report and download the results

Plug into an Agent Creator capability

Legacy MCP Install (Advanced > Tools)

Output Formats

Available Tools

OAuth Session

Discovery (`versions`)

sObject Metadata (`sobjects`)

Records (`records`)

SOQL & SOSL (`query`)

Composite (`composite`)

Multi-Record (`compositeRecords`)

Bulk API 2.0 — Ingest (`bulkIngest`)

Bulk API 2.0 — Query (`bulkQuery`)

Tooling API (`tooling`)

Process & Approvals (`process`)

Quick Actions (`quickActions`)

Analytics (`analytics`)

Metadata Deploy (`metadata`)

Tool Details

records

query

compositeRecords

bulkIngest

analytics

tooling

Error Handling

Common Issues

External Resources