# Salesforce Admin & Metadata MCP for AI Agents AI Agent Connect

> Salesforce Admin & Metadata lets you manage your Salesforce org's backbone through natural conversation. You can audit users, inspect complex object schemas, monitor org limits, and search through Apex classes or flows without digging through the Setup menu. It's built for anyone who needs to see under the hood of a Salesforce environment quickly.

## Overview
- **Category:** industry-titans
- **Price:** Free
- **Endpoint:** https://edge.vinkius.com/vk_preview_dXvoArPaPUkxjgPIyVRNAViK8yMiulYVKtQj5F9V/ai-agent-connect
- **Tags:** crm-administration, apex-execution, metadata-management, schema-inspection, org-limits, user-management

## Description

Managing a Salesforce instance usually feels like a scavenger hunt through endless menus and nested tabs. You spend half your day clicking around just to find out what fields an object actually has, which fields are required, or why a specific limit is hitting a wall. This Connector changes that by letting your AI client do the heavy lifting for you. Instead of manually searching for a specific flow, trying to remember the exact API name of a custom field, or digging through documentation to find a picklist value, you just ask. It pulls the metadata directly from the Tooling API, giving you a clear picture of your org's architecture in seconds. You can check who's in your system, see how much storage you have left, or even run a quick script to clean up some data. It's about turning a complex administrative chore into a simple dialogue. Because Vinkius hosts this in its catalog, you can plug it into your existing workflow and stop wasting time on the repetitive navigation that slows down your day. It's for the people who need to know the how and where of their data without the headache of manual exploration. Whether you're auditing permissions, checking API headroom, or mapping out a new data model, you get the facts without the friction.

## Tools

### sf_execute_apex
Run anonymous Apex code to perform data fixes or test logic directly in your org. Use this for one-off scripts or batch operations.

### sf_org_limits
Check your current usage against maximum limits for API calls, storage, and more. It flags any limits that are running low.

### sf_list_objects
See a full list of all standard, custom, and managed objects in your environment. This helps with quick data model discovery.

### sf_list_profiles
View all security profiles to audit what users can see and do in the system. This is perfect for access control auditing.

### sf_list_users
Get a list of all active users along with their roles, profiles, and last login dates. Use this for team management and audits.

### sf_search_metadata
Search for Apex classes, triggers, flows, and custom fields using the Tooling API. Find specific code or automations quickly.

### sf_search_users
Find specific team members by name, email, or username to grab their unique IDs. This is useful for record assignment and API operations.

### sf_describe_object
Get every field, data type, and picklist value for any Salesforce object. This is essential for understanding the data model before creating records.

## Prompt Examples

**Prompt:** 
```
What fields are on the custom 'Property' object?
```

**Response:** 
```
📋 **Property** — 18 fields
| Field | Type | Required |
|---|---|---|
| Name | string | ✅ |
| Price | currency | ✅ |
| Status | picklist | ✅ |
| Address | reference | ❌ |
| SquareFootage | number | ❌ |
```

**Prompt:** 
```
Show me our current API call limits.
```

**Response:** 
```
📊 **Org Limits**
| Limit | Remaining | Status |
|---|---|---|
| DailyApiRequests | 12,400/15,000 | ✅ OK |
| DataStorageMB | 410/500 | ⚠️ LOW |
| SOQLQueries | 850/1,000 | ✅ OK |
```

**Prompt:** 
```
Find all Apex classes that mention 'Discount'.
```

**Response:** 
```
🔍 Found 3 Apex classes:
1. DiscountCalculator
2. SeasonalDiscountHandler
3. PromoCodeValidator
```

## Capabilities

### Audit active users and their roles
Retrieve a complete list of active users with their associated profiles and roles.

### Inspect full object schemas and picklist values
Get detailed field information and valid picklist values for any object in the org.

### Monitor real-time API and storage limits
Check your current usage against maximum limits for API calls, data storage, and more.

### Search for Apex classes and flows across the org
Query the Tooling API to find specific classes, triggers, and automations by name.

### Execute anonymous Apex scripts for data fixes
Run one-off scripts to perform data cleanup, batch operations, or test logic.

### Review security profiles and permissions
List and audit security profiles to understand object permissions and field-level security.

## Use Cases

### Mapping a new client's data model
A consultant asks the agent to list all custom objects and then describe the fields for a specific Invoice object to create a data dictionary.

### Emergency data cleanup
An admin needs to update 500 records; they ask the agent to run an anonymous Apex script via sf_execute_apex to handle the update in one go.

### Audit for security compliance
A security lead asks the agent to find all users with a specific profile and check the org's current API limits to ensure the system isn't over-provisioned.

### Troubleshooting a broken flow
A developer searches for all flows related to Account using sf_search_metadata to find the correct automation to debug.

## Benefits

- Stop hunting for fields by using sf_describe_object to see every data type and picklist value instantly.
- Prevent unexpected outages by monitoring your storage and API headroom with sf_org_limits.
- Speed up data cleanup tasks by running custom scripts directly through sf_execute_apex.
- Audit your security posture faster by listing all profiles and permissions using sf_list_profiles.
- Map out complex data models in seconds by listing all queryable objects with sf_list_objects.
- Locate specific automations or code quickly by searching for flows and Apex classes with sf_search_metadata.

## How It Works

The bottom line is you get instant access to your Salesforce org's inner workings without clicking through the UI.

1. Connect your Salesforce credentials to your AI client via the Vinkius connection.
2. Ask your agent to find specific metadata, check limits, or list users.
3. Get structured data back immediately to make configuration decisions.

## Frequently Asked Questions

**Can Salesforce Admin & Metadata help me find custom fields?**
Yes, it can pull the full schema for any object, showing you all custom fields, their data types, and whether they are required.

**How does Salesforce Admin & Metadata show my org limits?**
It provides a real-time snapshot of your API calls, data storage, and other critical limits, highlighting any that are running low.

**Can I use Salesforce Admin & Metadata to run code?**
Yes, you can execute anonymous Apex scripts to perform one-off data fixes or test logic directly within your Salesforce org.

**How does Salesforce Admin & Metadata help with security audits?**
It lets you list all security profiles and search metadata to quickly see who has access to specific objects and fields.

**Can Salesforce Admin & Metadata search for flows and triggers?**
It can search through your org's metadata to find specific flows, triggers, and Apex classes using natural language queries.

**Does Salesforce Admin & Metadata work for multiple orgs?**
Yes, you can connect different Salesforce environments to your AI client to manage and audit multiple orgs from one conversation.

**Can I execute Apex code?**
Yes — execute anonymous Apex. Returns compilation status, success/failure, and any exception details.

**What metadata can I search?**
ApexClass, ApexTrigger, CustomField, ValidationRule, Flow, and more via the Tooling API SOQL.

**How do org limits work?**
Shows remaining vs max for API calls, storage, daily queries, email limits, and more. Flags items below 10%.