Second Brain

Salesforce MCP + skill upgrade scoped to Sales Cloud + Service Cloud +…

2 min read

Salesforce MCP + skill upgrade scoped to Sales Cloud + Service Cloud +…

Decision

Salesforce MCP + skill upgrade scoped to Sales Cloud + Service Cloud + Marketing Cloud plus horizontal platform and AI layers, delivered as single merged functional+technical upgrade per Bible v19.1.6 9-phase playbook, server bump v6.0.0 to v7.0.0, staging soak compressed to 48h, FSC and all industries-cloud expansion explicitly REJECTED per AJ course-correction.

Rationale

Audit of running MCP at /opt/mcp-servers/salesforce-mcp surfaced 3 failure classes: (1) 2 confirmed broken tools (sf_list_validation_rules, sf_read_metadata Layout — SOAP namespace bug in simple-salesforce at operations.py:562), (2) Bible v18.1 vs current v19.1.6 = 2 framework versions stale with ZERO Check 12 compliance across all 601 tools (no outputSchema, no ToolAnnotations, no task=True, no R24 backend gate), (3) skill v4.0 factually over-claiming ‘zero known limitations’ while Headless 360 / Agent API (TDX 2026 April 15) unverified and 18 sf_agent_* tools likely target deprecated Einstein Copilot endpoints. AJ course-corrected mid-plan to drop all industries-cloud expansion (FSC ~30 tools cut) — scope locked to Sales/Service/Marketing + horizontals that serve them. Server has no active consumers yet, which reduces Check 12 semantic-break risk to near-zero and permits compressed 48h staging soak instead of default 7-day. Verb-prefix classifier + install_annotator pattern (Fivetran pilot reference) makes Check 12 retrofit across 601 tools tractable without hand-authoring 601 Pydantic models. Plan delivered to outputs/documents/salesforce-mcp-upgrade-plan/UPGRADE-PLAN.md with 13 pending decisions gating execution. Zero code changes made — awaiting user approval of decisions D1-D9 + D5b-D5e before Phase 0 commences.

Alternatives Rejected

Outcome

Pending

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