Salesforce Admin & Metadata MCP Server for LlamaIndex 8 tools — connect in under 2 minutes
LlamaIndex specializes in data-aware AI agents that connect LLMs to structured and unstructured sources. Add Salesforce Admin & Metadata as an MCP tool provider through the Vinkius and your agents can query, analyze, and act on live data alongside your existing indexes.
ASK AI ABOUT THIS MCP SERVER
Vinkius supports streamable HTTP and SSE.
import asyncio
from llama_index.tools.mcp import BasicMCPClient, McpToolSpec
from llama_index.core.agent.workflow import FunctionAgent
from llama_index.llms.openai import OpenAI
async def main():
# Your Vinkius token — get it at cloud.vinkius.com
mcp_client = BasicMCPClient("https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp")
mcp_tool_spec = McpToolSpec(client=mcp_client)
tools = await mcp_tool_spec.to_tool_list_async()
agent = FunctionAgent(
tools=tools,
llm=OpenAI(model="gpt-4o"),
system_prompt=(
"You are an assistant with access to Salesforce Admin & Metadata. "
"You have 8 tools available."
),
)
response = await agent.run(
"What tools are available in Salesforce Admin & Metadata?"
)
print(response)
asyncio.run(main())
* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure
About Salesforce Admin & Metadata MCP Server
The Salesforce Admin toolkit for AI agents.
LlamaIndex agents combine Salesforce Admin & Metadata tool responses with indexed documents for comprehensive, grounded answers. Connect 8 tools through the Vinkius and query live data alongside vector stores and SQL databases in a single turn — ideal for hybrid search, data enrichment, and analytical workflows.
What you can do
- Users — List and search active users with profiles and roles
- Objects — List all objects, describe schemas with field details
- Limits — Monitor API calls, storage, and rate limits
- Metadata — Search Apex classes, triggers, flows via Tooling API
- Apex — Execute anonymous Apex code
- Profiles — List security profiles
The Salesforce Admin & Metadata MCP Server exposes 8 tools through the Vinkius. Connect it to LlamaIndex in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.
How to Connect Salesforce Admin & Metadata to LlamaIndex via MCP
Follow these steps to integrate the Salesforce Admin & Metadata MCP Server with LlamaIndex.
Install dependencies
Run pip install llama-index-tools-mcp llama-index-llms-openai
Replace the token
Replace [YOUR_TOKEN_HERE] with your Vinkius token
Run the agent
Save to agent.py and run: python agent.py
Explore tools
The agent discovers 8 tools from Salesforce Admin & Metadata
Why Use LlamaIndex with the Salesforce Admin & Metadata MCP Server
LlamaIndex provides unique advantages when paired with Salesforce Admin & Metadata through the Model Context Protocol.
Data-first architecture: LlamaIndex agents combine Salesforce Admin & Metadata tool responses with indexed documents for comprehensive, grounded answers
Query pipeline framework lets you chain Salesforce Admin & Metadata tool calls with transformations, filters, and re-rankers in a typed pipeline
Multi-source reasoning: agents can query Salesforce Admin & Metadata, a vector store, and a SQL database in a single turn and synthesize results
Observability integrations show exactly what Salesforce Admin & Metadata tools were called, what data was returned, and how it influenced the final answer
Salesforce Admin & Metadata + LlamaIndex Use Cases
Practical scenarios where LlamaIndex combined with the Salesforce Admin & Metadata MCP Server delivers measurable value.
Hybrid search: combine Salesforce Admin & Metadata real-time data with embedded document indexes for answers that are both current and comprehensive
Data enrichment: query Salesforce Admin & Metadata to augment indexed data with live information before generating user-facing responses
Knowledge base agents: build agents that maintain and update knowledge bases by periodically querying Salesforce Admin & Metadata for fresh data
Analytical workflows: chain Salesforce Admin & Metadata queries with LlamaIndex's data connectors to build multi-source analytical reports
Salesforce Admin & Metadata MCP Tools for LlamaIndex (8)
These 8 tools become available when you connect Salesforce Admin & Metadata to LlamaIndex via MCP:
sf_describe_object
Returns every field with: API name, label, data type (string/number/date/reference/picklist/boolean), whether required or nullable, max length, reference target objects (for lookups), and picklist values (for picklist fields). Essential for understanding the data model before creating or querying records. Use when the user asks "what fields does Account have?" or needs to know valid picklist values. Describe the full schema of a Salesforce object — all fields, data types, relationships, picklist values, and validation rules
sf_execute_apex
Returns compilation success/failure, execution result, and debug logs. Use for admin tasks (data cleanup, batch operations), testing hypotheses, or running one-off scripts. CAUTION: this executes real code on the org — can modify data. Example: System.debug('Hello World'); Execute anonymous Apex code on the Salesforce org for admin tasks, data fixes, testing, or one-off operations
sf_list_objects
Returns all objects with their API name, label, whether they are queryable, createable, and custom. Includes standard objects (Account, Contact, Lead, Opportunity, Case), custom objects (ending in __c), and managed package objects. Essential for data model discovery: "what objects are available?", "do we have a custom invoices object?" List all queryable and createable objects in the Salesforce org — standard, custom, and managed package objects
sf_list_profiles
Returns profile name, description, user type, and license type. Profiles control what users can see and do in Salesforce — they define object permissions, field-level security, and page layouts. Use when the user asks about permissions, needs to audit access levels, or wants to understand the security model. List Salesforce profiles (permission sets) with name, description, and user type for access control auditing
sf_list_users
Returns user name, email, profile name, role name, user type (Standard/Chatter/etc.), and last login date. Use when the user asks about team members, needs user IDs for record assignment, wants to audit active accounts, or check last login dates for license management. List active Salesforce users with their profile, role, email, user type, and last login date for team management
sf_org_limits
Returns current usage vs. maximum for: daily API calls, data storage, file storage, SOQL queries, DML operations, email invocations, and more. Flags any limits below 10% remaining. Use for capacity monitoring, API governance, or when the user asks about org health and limit consumption. Get API and storage usage limits for the Salesforce org — current consumption vs. maximum for API calls, storage, and more
sf_search_metadata
Supported objects: ApexClass, ApexTrigger, CustomField, ValidationRule, Flow, FlowDefinition, CustomObject, etc. Example: SELECT Id, Name, Body FROM ApexClass WHERE Name LIKE '%Account%'. Use when the user asks about code, automations, custom fields, or configuration metadata in the org. Search Salesforce metadata via the Tooling API — find Apex classes, triggers, custom fields, validation rules, flows, and more
sf_search_users
Returns user name, email, username, profile, role, and login info. Use to find a specific person in the org, look up who owns a record, or get user IDs for API operations. Search Salesforce users by name, email, or username to find specific team members or administrators
Example Prompts for Salesforce Admin & Metadata in LlamaIndex
Ready-to-use prompts you can give your LlamaIndex agent to start working with Salesforce Admin & Metadata immediately.
"Describe the Opportunity object schema"
"Check our API limits"
"List all Apex classes containing Account"
Troubleshooting Salesforce Admin & Metadata MCP Server with LlamaIndex
Common issues when connecting Salesforce Admin & Metadata to LlamaIndex through the Vinkius, and how to resolve them.
BasicMCPClient not found
pip install llama-index-tools-mcpSalesforce Admin & Metadata + LlamaIndex FAQ
Common questions about integrating Salesforce Admin & Metadata MCP Server with LlamaIndex.
How does LlamaIndex connect to MCP servers?
Can I combine MCP tools with vector stores?
Does LlamaIndex support async MCP calls?
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Connect Salesforce Admin & Metadata to LlamaIndex
Get your token, paste the configuration, and start using 8 tools in under 2 minutes. No API key management needed.