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21 ✨ Implement initial metadata functions · salesforce-mcp/salesforce-mcp@6c72f34 · GitHub
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✨ Implement initial metadata functions
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‎README.md

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@@ -79,9 +79,9 @@ To use this connector locally, you'll need to configure it in your `claude_deskt
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"salesforce"
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],
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"env": {
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"SALESFORCE_USERNAME": "YOUR_SALESFORCE_USERNAME",
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"SALESFORCE_PASSWORD": "YOUR_SALESFORCE_PASSWORD",
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"SALESFORCE_SECURITY_TOKEN": "YOUR_SALESFORCE_SECURITY_TOKEN"
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"USERNAME": "YOUR_SALESFORCE_USERNAME",
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"PASSWORD": "YOUR_SALESFORCE_PASSWORD",
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"SECURITY_TOKEN": "YOUR_SALESFORCE_SECURITY_TOKEN"
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}
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}
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}
@@ -103,4 +103,4 @@ Need help? Visit our [documentation](https://salesforce-mcp.com/docs) or contact
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## License 📄
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This project is licensed under the MIT License - see the [LICENSE](LICENSE) file for details.
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This project is licensed under the MIT License - see the [LICENSE](LICENSE) file for details.

‎src/assets/create_class_tmpl/classes/##class_name##.cls

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public class ##class_name## {
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// ##class_body##
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}

‎src/assets/create_class_tmpl/classes/##class_name##.cls-meta.xml

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<?xml version="1.0" encoding="UTF-8"?>
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<ApexClass xmlns="http://soap.sforce.com/2006/04/metadata">
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<apiVersion>58.0</apiVersion>
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<status>Active</status>
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</ApexClass>

‎src/assets/create_class_tmpl/package.xml

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<?xml version="1.0" encoding="UTF-8"?>
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<Package xmlns="http://soap.sforce.com/2006/04/metadata">
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<types>
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<members>##class_name##</members>
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<name>ApexClass</name>
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</types>
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<version>58.0</version>
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</Package>

‎src/assets/create_custom_app_tmpl/applications/Template.app-meta.xml

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<?xml version="1.0" encoding="UTF-8"?>
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<CustomApplication xmlns="http://soap.sforce.com/2006/04/metadata">
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<!-- ##brand_placeholder## -->
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<description>##description##</description>
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<!-- ##form_factors_placeholder## -->
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<isNavAutoTempTabsDisabled>false</isNavAutoTempTabsDisabled> <!-- Default -->
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<isNavPersonalizationDisabled>false</isNavPersonalizationDisabled> <!-- Default -->
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<label>##label##</label>
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<navType>##nav_type##</navType>
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<!-- ##tabs_placeholder## -->
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<setupExperience>##setup_experience##</setupExperience> <!-- Default set in code -->
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<uiType>Lightning</uiType> <!-- Hardcoded -->
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<!-- ActionOverrides and ProfileActionOverrides omitted for simplicity -->
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</CustomApplication>

‎src/assets/create_custom_app_tmpl/package.xml

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<?xml version="1.0" encoding="UTF-8"?>
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<Package xmlns="http://soap.sforce.com/2006/04/metadata">
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<types>
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<members>##api_name##</members>
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<name>CustomApplication</name>
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</types>
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<version>58.0</version>
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</Package>

‎src/assets/create_dashboard_folder_tmpl/dashboards/Template.folder-meta.xml

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<?xml version="1.0" encoding="UTF-8"?>
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<DashboardFolder xmlns="http://soap.sforce.com/2006/04/metadata">
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<name>##developer_name##</name>
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<!-- ##folder_shares_placeholder## -->
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</DashboardFolder>

‎src/assets/create_dashboard_folder_tmpl/package.xml

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<?xml version="1.0" encoding="UTF-8"?>
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<Package xmlns="http://soap.sforce.com/2006/04/metadata">
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<types>
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<members>##developer_name##</members>
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<name>Dashboard</name>
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</types>
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<version>58.0</version>
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</Package>

‎src/assets/create_object_tmpl/objects/##api_name##.object

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<?xml version="1.0" encoding="UTF-8"?>
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<CustomObject xmlns="http://soap.sforce.com/2006/04/metadata">
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<description>##description##</description>
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<allowInChatterGroups>false</allowInChatterGroups>
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<compactLayoutAssignment>SYSTEM</compactLayoutAssignment>
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<deploymentStatus>Deployed</deploymentStatus>
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<enableActivities>true</enableActivities>
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<enableBulkApi>true</enableBulkApi>
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<enableFeeds>false</enableFeeds>
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<enableHistory>true</enableHistory>
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<enableLicensing>false</enableLicensing>
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<enableReports>true</enableReports>
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<enableSearch>true</enableSearch>
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<enableSharing>true</enableSharing>
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<enableStreamingApi>true</enableStreamingApi>
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<externalSharingModel>Private</externalSharingModel>
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<label>##name##</label>
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<nameField>
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<displayFormat>##name##-{000000}</displayFormat>
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<label>##name## Name</label>
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<trackHistory>false</trackHistory>
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<type>AutoNumber</type>
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</nameField>
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<pluralLabel>##plural_name##</pluralLabel>
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<searchLayouts/>
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<sharingModel>ReadWrite</sharingModel>
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<visibility>Public</visibility>
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##fields##
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</CustomObject>

‎src/assets/create_object_tmpl/package.xml

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<?xml version="1.0" encoding="UTF-8"?>
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<Package xmlns="http://soap.sforce.com/2006/04/metadata">
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<types>
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<members>##api_name##</members>
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<name>CustomObject</name>
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</types>
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<version>63.0</version>
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</Package>

‎src/assets/create_record_type_tmpl/package.xml

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<?xml version="1.0" encoding="UTF-8"?>
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<Package xmlns="http://soap.sforce.com/2006/04/metadata">
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<types>
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<members>##object_name##.##developer_name##</members>
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<name>RecordType</name>
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</types>
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<version>58.0</version>
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</Package>

‎src/assets/create_record_type_tmpl/recordTypes/Template.recordType-meta.xml

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<?xml version="1.0" encoding="UTF-8"?>
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<RecordType xmlns="http://soap.sforce.com/2006/04/metadata">
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<fullName>##developer_name##</fullName>
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<active>##is_active##</active>
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<description>##description##</description>
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<label>##record_type_name##</label>
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<!-- Add picklistValues sections here if needed later -->
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</RecordType>

‎src/assets/create_report_folder_tmpl/package.xml

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<?xml version="1.0" encoding="UTF-8"?>
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<Package xmlns="http://soap.sforce.com/2006/04/metadata">
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<types>
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<members>##developer_name##</members>
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<name>Report</name>
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</types>
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<version>58.0</version>
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</Package>

‎src/assets/create_report_folder_tmpl/reports/Template.folder-meta.xml

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<?xml version="1.0" encoding="UTF-8"?>
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<ReportFolder xmlns="http://soap.sforce.com/2006/04/metadata">
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<name>##developer_name##</name>
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<!-- ##folder_shares_placeholder## -->
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</ReportFolder>

‎src/assets/create_report_tmpl/package.xml

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<?xml version="1.0" encoding="UTF-8"?>
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<Package xmlns="http://soap.sforce.com/2006/04/metadata">
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<types>
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<members>##folder_name##/##report_name##</members>
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<name>Report</name>
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</types>
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<version>58.0</version>
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</Package>

‎src/assets/create_report_tmpl/reports/Template.report-meta.xml

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<?xml version="1.0" encoding="UTF-8"?>
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<Report xmlns="http://soap.sforce.com/2006/04/metadata">
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<!-- ##columns_placeholder## -->
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<!-- ##filters_placeholder## -->
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<format>##format##</format>
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<!-- ##groupings_down_placeholder## -->
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<name>##display_name##</name>
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<reportType>##report_type##</reportType>
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<scope>organization</scope> <!-- Hardcoded for now -->
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<showDetails>true</showDetails> <!-- Hardcoded for now -->
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<timeFrameFilter> <!-- Hardcoded basic filter for now -->
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<dateColumn>CREATED_DATE</dateColumn> <!-- Defaulting to CREATED_DATE -->
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<interval>INTERVAL_CUSTOM</interval>
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</timeFrameFilter>
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</Report>

‎src/assets/create_report_type_tmpl/package.xml

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<?xml version="1.0" encoding="UTF-8"?>
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<Package xmlns="http://soap.sforce.com/2006/04/metadata">
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<types>
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<members>##developer_name##</members>
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<name>ReportType</name>
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</types>
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<version>58.0</version>
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</Package>

‎src/assets/create_report_type_tmpl/reportTypes/Template.reportType-meta.xml

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<?xml version="1.0" encoding="UTF-8"?>
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<ReportType xmlns="http://soap.sforce.com/2006/04/metadata">
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<label>##label##</label>
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<description>##description##</description>
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<baseObject>##base_object##</baseObject>
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##sections_xml## <!-- Placeholder for dynamically generated sections -->
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</ReportType>

‎src/assets/create_tab_tmpl/package.xml

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<?xml version="1.0" encoding="UTF-8"?>
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<Package xmlns="http://soap.sforce.com/2006/04/metadata">
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<types>
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<members>##tab_api_name##</members> <!-- API Name of the Tab -->
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<name>CustomTab</name>
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</types>
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<version>58.0</version>
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</Package>

‎src/assets/create_tab_tmpl/tabs/Template.tab-meta.xml

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<?xml version="1.0" encoding="UTF-8"?>
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<CustomTab xmlns="http://soap.sforce.com/2006/04/metadata">
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<label>##label##</label>
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<motif>##motif##</motif> <!-- e.g., Custom57_Account -->
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##description_tag## <!-- Optional: <description>...</description> -->
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</CustomTab>

‎src/assets/delete_fields_tmpl/destructiveChanges.xml

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<?xml version="1.0" encoding="UTF-8"?>
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<Package xmlns="http://soap.sforce.com/2006/04/metadata">
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<types>
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##fields##
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<name>CustomField</name>
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</types>
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</Package>

‎src/assets/delete_fields_tmpl/package.xml

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<?xml version="1.0" encoding="UTF-8"?>
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<Package xmlns="http://soap.sforce.com/2006/04/metadata">
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<version>63.0</version>
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</Package>

‎src/assets/field.tmpl

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<fields>
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<fullName>##api_name##</fullName>
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<externalId>false</externalId>
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<label>##name##</label>
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<required>false</required>
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<trackTrending>false</trackTrending>
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##type##
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<unique>false</unique>
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</fields>

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