Initial commit

skills/mxcp-expert/assets/project-templates/salesforce-oauth/tools/describe_sobject.yml

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+mxcp: 1
+tool:
+  name: describe_sobject
+  description: |
+    Get detailed metadata for a specific Salesforce object, including all field information.
+    Returns field names, types, labels, and relationship details.
+  tags: ["salesforce", "metadata", "schema"]
+  annotations:
+    title: "Describe Salesforce Object"
+    readOnlyHint: true
+    idempotentHint: true
+  parameters:
+    - name: object_name
+      type: string
+      description: "Name of the Salesforce object to describe"
+      examples: ["Account", "Contact", "Opportunity", "Lead", "Case"]
+  return:
+    type: object
+    description: "Object metadata with field information"
+    additionalProperties: true
+  language: python
+  source:
+    file: ../python/salesforce_client.py
+  tests:
+    - name: "Describe Account object"
+      description: "Test describing the standard Account object"
+      arguments:
+        - key: object_name
+          value: "Account"
+      result_contains:
+        Name:
+          type: "string"
+        Id:
+          type: "id" 

skills/mxcp-expert/assets/project-templates/salesforce-oauth/tools/get_sobject.yml

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+mxcp: 1
+tool:
+  name: get_sobject
+  description: |
+    Retrieve a specific Salesforce record by its ID.
+    Returns the complete record data with all accessible fields.
+  tags: ["salesforce", "data", "records"]
+  annotations:
+    title: "Get Salesforce Record"
+    readOnlyHint: true
+    idempotentHint: true
+  parameters:
+    - name: object_name
+      type: string
+      description: "Name of the Salesforce object type"
+      examples: ["Account", "Contact", "Opportunity", "Lead", "Case"]
+    - name: record_id
+      type: string
+      description: "Salesforce record ID (15 or 18 character ID)"
+      examples: ["001000000000001", "003000000000001AAA"]
+  return:
+    type: object
+    description: "Complete record data"
+    additionalProperties: true
+  language: python
+  source:
+    file: ../python/salesforce_client.py
+  tests:
+    - name: "Get Account record"
+      description: "Test retrieving an Account record by ID"
+      arguments:
+        - key: object_name
+          value: "Account"
+        - key: record_id
+          value: "001000000000001"
+      result_contains:
+        Id: "001000000000001" 

skills/mxcp-expert/assets/project-templates/salesforce-oauth/tools/list_sobjects.yml

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+mxcp: 1
+tool:
+  name: list_sobjects
+  description: |
+    List all available Salesforce objects (sObjects) in the organization.
+    Optionally filter the list by providing a filter term for fuzzy matching on object names.
+  tags: ["salesforce", "metadata", "objects"]
+  annotations:
+    title: "List Salesforce Objects"
+    readOnlyHint: true
+    idempotentHint: true
+  parameters:
+    - name: filter
+      type: string
+      description: "Optional filter term to match against object names (case-insensitive fuzzy matching)"
+      default: null
+      examples: ["Account", "Contact", "Custom"]
+  return:
+    type: array
+    description: "List of sObject names"
+    items:
+      type: string
+      description: "Name of a Salesforce object"
+  language: python
+  source:
+    file: ../python/salesforce_client.py
+  tests:
+    - name: "List all objects"
+      description: "Test listing all available Salesforce objects"
+      arguments: []
+      result_contains_item: "Account"
+    
+    - name: "Filter objects"
+      description: "Test filtering objects by name"
+      arguments:
+        - key: filter
+          value: "Account"
+      result_contains_item: "Account" 

skills/mxcp-expert/assets/project-templates/salesforce-oauth/tools/search.yml

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+mxcp: 1
+tool:
+  name: search
+  description: |
+    Search across all searchable Salesforce objects using the native Salesforce search.
+    This uses the simple SOSL syntax "FIND {search_term}" which automatically searches
+    all searchable objects and fields.
+  language: python
+  source:
+    file: ../python/salesforce_client.py
+  parameters:
+    - name: search_term
+      type: string
+      description: "Term to search for across all searchable objects"
+      examples: ["John", "Acme", "555-1234", "example.com"]
+  return:
+    type: array
+    description: "Search results from all matching objects"
+    items:
+      type: object
+      description: "Search result record"
+      additionalProperties: true
+  tags:
+    - salesforce
+    - search
+    - data
+  annotations:
+    title: "Search Salesforce Records"
+    readOnlyHint: true
+    idempotentHint: true
+  tests:
+    - name: "Basic search"
+      description: "Test searching for a common term"
+      arguments:
+        - key: search_term
+          value: "test"
+      # Note: Using result type array since search results can be empty or contain records
+      result: [] 

skills/mxcp-expert/assets/project-templates/salesforce-oauth/tools/soql.yml

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+mxcp: 1
+tool:
+  name: soql
+  description: |
+    Execute a SOQL (Salesforce Object Query Language) query. Returns query results as an array of records.
+    For personalized queries (e.g., 'my tasks', 'my opportunities'), use the whoami tool first to get the current user's ID for filtering (e.g., WHERE OwnerId = 'user_id').
+  tags: ["salesforce", "query", "data"]
+  annotations:
+    title: "Execute SOQL Query"
+    readOnlyHint: true
+    idempotentHint: true
+  parameters:
+    - name: query
+      type: string
+      description: "SOQL query string to execute"
+      examples: ["SELECT Id, Name FROM Account LIMIT 10", "SELECT Id, Email FROM Contact WHERE LastName = 'Smith'"]
+  return:
+    type: array
+    description: "Query results"
+    items:
+      type: object
+      description: "Record data"
+      additionalProperties: true
+  language: python
+  source:
+    file: ../python/salesforce_client.py
+  tests:
+    - name: "Simple Account query"
+      description: "Test executing a basic SOQL query on Account object"
+      arguments:
+        - key: query
+          value: "SELECT Id, Name FROM Account LIMIT 1"
+      result_length: 1 

skills/mxcp-expert/assets/project-templates/salesforce-oauth/tools/sosl.yml

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+mxcp: 1
+tool:
+  name: sosl
+  description: |
+    Execute a raw SOSL (Salesforce Object Search Language) query.
+    Allows complex search queries with specific object targeting and field selection.
+  language: python
+  source:
+    file: ../python/salesforce_client.py
+  parameters:
+    - name: query
+      type: string
+      description: "SOSL query string to execute"
+      examples: ["FIND {test} IN ALL FIELDS RETURNING Account(Id, Name)", "FIND {John} RETURNING Contact(Id, Name, Email)"]
+  return:
+    type: array
+    description: "Search results"
+    items:
+      type: object
+      description: "Search result record"
+      additionalProperties: true
+  tags:
+    - salesforce
+    - search
+    - advanced
+  annotations:
+    title: "Execute SOSL Query"
+    readOnlyHint: true
+    idempotentHint: true
+  tests:
+    - name: "Simple SOSL query"
+      description: "Test executing a basic SOSL search query"
+      arguments:
+        - key: query
+          value: "FIND {test} IN ALL FIELDS RETURNING Account(Id, Name)"
+      result: [] 

skills/mxcp-expert/assets/project-templates/salesforce-oauth/tools/whoami.yml

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+mxcp: 1
+tool:
+  name: whoami
+  title: Current User Information
+  description: |
+    Get the current authenticated user's information (user_id, email, name) from OAuth context.
+    Use this tool before executing personalized SOQL queries to identify the user for filtering records by ownership or assignment.
+  tags:
+    - salesforce
+    - user
+    - auth
+  annotations:
+    readOnlyHint: true
+    idempotentHint: true
+  parameters: []
+  return:
+    type: object
+    description: Essential current user information from OAuth context
+    properties:
+      user_id:
+        type: string
+        description: Salesforce user ID
+      email:
+        type: string
+        description: User's email address
+      name:
+        type: string
+        description: User's full name
+      preferred_username:
+        type: string
+        description: User's preferred username
+      organization_id:
+        type: string
+        description: Salesforce organization ID
+      instanceUrl:
+        type: string
+        description: Salesforce instance URL for the authenticated user
+  language: python
+  source:
+    file: ../python/salesforce_client.py
+  tests:
+    - name: whoami_basic
+      description: Get current user information
+      arguments: []