Metadata API Developer Guide

Introduction to Metadata API
Using Metadata API
Metadata API Context MCP Tool (Beta)
Quick Start: Metadata API Context MCP Tools
Prerequisites: Set Up Salesforce Hosted MCP Servers
Step 1: Configure an MCP Client
Step 2: Test Your Connection to the MCP Server
Step 3 [Optional]: Configure a Rule
Reference
Appendices
PDF

Note: This release is in preview. Features described here don’t become generally available until the latest general availability date that Salesforce announces for this release. Before then, and where features are noted as beta, pilot, or developer preview, we can’t guarantee general availability within any particular time frame or at all. Make your purchase decisions only on the basis of generally available products and features.

Step 2: Test Your Connection to the MCP Server

Use simple prompts to test your client’s connection to the Salesforce API Context MCP server you configured.

EXAMPLE 1

In your client's chat field, enter the prompt "Query the Salesforce API Context MCP tools to get the metadata context for the CustomTab Metadata Type".

The MCP client should respond with information about the CustomTab Metadata Type.

EXAMPLE 2

In your client's chat field, enter the prompt "Can you create a new custom object to track Projects with the following fields: Start Date (date), End Date (date), and Budget (number). Use the Salesforce API Context MCP tools as context when creating each metadata type."

The MCP client should respond with information about the CustomObject and CustomField Metadata Types. The MCP client uses this context to generate the proper metadata XML files.