Invokary Platform Requirements vs Salesforce Metadata MCP

sf_create_custom_object

Creates a new Salesforce Custom Object using the Metadata API. The object name must end with '__c'. Use this when a user asks to create a new object, entity, or table in Salesforce.

sf_create_custom_field

Creates a new custom field on an existing Salesforce object. The field API name must end with '__c'. Supports all field types: Text, Number, Picklist, Lookup, etc.

sf_add_picklist_values

Adds new picklist values to an existing Picklist or MultiselectPicklist field without removing existing values. Use when a user wants to add new options to a dropdown.

sf_create_approval_process

Creates or updates a Salesforce Approval Process via the Metadata API. Define who can submit, approval steps with approvers, entry criteria, and what happens on approval or rejection.

sf_create_validation_rule

Creates or updates a Salesforce Validation Rule on any object via the Metadata API. The errorConditionFormula returns TRUE when data is INVALID. Use for data quality enforcement.

sf_create_workflow_field_update

Creates a Workflow Field Update action that can be referenced by Approval Processes, Workflow Rules, or Flows. Sets a field to a literal value, formula result, or null.

sf_create_formula_field

Creates a formula field on any Salesforce object. Supports all return types (Text, Number, Currency, Date, DateTime, Checkbox, Percent) and the full Salesforce formula language: IF/AND/OR/NOT, BLANKVALUE, TEXT, VALUE, DATE, DATEVALUE, TODAY, NOW, date functions (MONTH/YEAR/DAY), math (FLOOR/CEILING/MOD), string functions (LEN/LEFT/RIGHT/MID/TRIM/UPPER/LOWER/CONTAINS/BEGINS), record type and picklist functions (ISPICKVAL, ISNULL, ISBLANK), cross-object field references (e.g. Account.Owner.Name), and VLOOKUP. Complex multi-line formulas are fully supported.

sf_deploy_metadata

Deploys a set of metadata components directly to the org using the Metadata API SOAP deploy operation. Builds a package.xml and deployment zip in memory. Supports validate-only (checkOnly:true) for pre-deployment validation without making changes. Specify runTests to execute test classes during deployment (required for production). Polls until complete or timeout.

sf_check_deploy_status

Checks the status of an in-progress or recently completed metadata deployment by async job ID. Returns the status (Pending, InProgress, Succeeded, Failed, Canceled), component successes, failures, and test results. Use with the deploy ID returned from sf_deploy_metadata.

sf_retrieve_metadata

Retrieves metadata components from the org and returns their actual file contents. Use this to read existing configuration before making changes, to back up metadata, or to check what is really deployed rather than what you think is deployed. Waits for the async retrieve to finish and unpacks the resulting zip, returning each file's path and source. Large files are truncated. Accepts 'components' (array), or 'metadataType'+'componentName' as a single-item shortcut, or a raw 'packageXml' document — provide exactly one form.

sf_delete_metadata

Permanently deletes one or more metadata components of a given type via the Metadata API's deleteMetadata call — works for CustomObject, CustomField, Flow, GenAiFunction, GenAiPlugin, GenAiPlannerBundle, Bot, ApexClass, and most other metadata types. There was previously no way to remove anything created by this MCP server (sf_deploy_metadata only supports adding/updating components, not destructiveChanges) — diagnostic or abandoned metadata had nowhere to go. Deletes each fullName independently: check the response's deleted/errors lists rather than assuming all all-or-nothing. Some types have dependency order requirements (e.g. delete a Bot's GenAiFunction/GenAiPlugin/GenAiPlannerBundle before the Bot itself, delete CustomField before its parent CustomObject) — Salesforce will reject a delete that still has dependents, naming them in the error.

sf_query_records

Executes a SOQL query against the org and returns matching records. Provide the full SOQL string in the query param. Use for reading data, checking existing records before creating, or verifying changes. Supports aggregate queries — GROUP BY with COUNT(), SUM(), AVG(), MAX(), MIN(), e.g.: 'SELECT StageName, COUNT(Id), SUM(Amount) FROM Opportunity GROUP BY StageName' Aggregate results come back as regular records with the aggregate expressions as field keys (e.g. "expr0"). Row cap: 'limit' defaults to 200 and is a ceiling, not a hint. If the SOQL carries its own LIMIT the smaller of the two applies, so a LIMIT in the query can tighten the cap but never raise it. When rows are cut off the response sets truncated: true and reports appliedLimit and limitSource, so a capped result is never mistaken for a complete one.