Available Tools and Servers

Note: the following is a list of available Tools in different MCP Servers that are part of the beta release as of this writing. This list changes frequently as the disparate product teams prepare and refine their offerings.

Server Name	Tool Name	Tool Description	Endpoint
data-cloud-queries	get_dc_metadata	Query the metadata API to lists all entities in the dataspace.	/ssot/metadata
data-cloud-queries	post_dc_query_sql	Execute a Data Cloud SQL query, returning the first chunk of data and metadata	/ssot/query-sql
insurance-cloud	add_eligible_product_clauses	add eligible product clauses	/connect/insurance/product-clauses/add-eligible-product-clauses
insurance-cloud	bulk_create_product_clauses	create product clauses in bulk	/connect/insurance/product-clauses/bulk
insurance-cloud	bulk_create_product_surcharges	create product surcharges in bulk	/connect/insurance/product-surcharges/bulk
insurance-cloud	calculate_product_surcharge_tax	calculate tax on a quote or a context	/connect/insurance/product-surcharges/tax-calculation
insurance-cloud	create_underwriting_rules	create underwriting rules	/connect/insurance/underwriting-rules
insurance-cloud	describe_global	Describe Global (List all sObjects)	/sobjects
insurance-cloud	describe_sobject	Describe sObject	/sobjects/{sobject-name}/describe
insurance-cloud	find	Execute a SOSL search	/search
insurance-cloud	get_eligible_clauses	get eligible clauses	/connect/insurance/product-clauses/eligible-product-clauses
insurance-cloud	get_insurance_policy_details	Comprehensive Policy Information Retrieval - Retrieves complete insurance policy information including coverage details, participants, billing history, and transaction records	/connect/insurance/policies/{policyId}
insurance-cloud	get_insurance_quote_details	Comprehensive Quote Information Retrieval - Retrieves complete insurance quote information including rating details, coverage specifications, participant information, and documentation	/connect/insurance/quotes/{quoteId}
insurance-cloud	invoke_underwriting_rules	invoke underwriting rules	/connect/insurance/underwriting-rules/invoke
insurance-cloud	soql_query	Execute SOQL Query	/query
insurance-cloud	underwriting_rule_group_update_status	Updates the status of the ruleset backing the specified Underwriting Rule Group	/connect/insurance/underwriting-rule-group-status/{uwrGroupId}
insurance-cloud	update_product_clause	update a product clause	/connect/insurance/product-clauses/{productClauseId}
insurance-cloud	update_product_surcharge	update a product surcharge	/connect/insurance/product-surcharges/{productSurchargeId}
insurance-cloud	update_underwriting_rule	update an underwriting rule	/connect/insurance/underwriting-rules/{underwritingRuleId}
invocable_actions	get_invocable_action_schema	Gets the input and output schema for a specific invocable action.	/invocableactions/{id}
invocable_actions	get_invocable_actions	Invocable Actions are tools/functions that abstract many functionalities. Use this tool to explore what actions might be present in your salesforce org. Gets all invocable actions, each returned item contains id and label. The returned Id should be used as is when subsequent tools such as invoke_invocable_action and get_invocable_action_schema are used. When you don't find a mcp tool to achieve something, use this tool to dynamically discover additional capabilities.	/invocableactions
invocable_actions	invoke_invocable_action	Invokes the specified invocable action with the provided input and returns the output.	/invocableactions/{id}/invocations
pricing-ngp	get_price	Perform pricing using input data mapped to a pricing context and procedure.	/connect/core-pricing/pricing
revenue-cloud	add-nodes	Resource for the Add Nodes Configurator API	/connect/cpq/configurator/actions/add-nodes
revenue-cloud	amend	Resource for the Amend Asset API	/connect/revenue-management/assets/actions/amend
revenue-cloud	cancel	Resource for the Cancel Asset API	/connect/revenue-management/assets/actions/cancel
revenue-cloud	create_or_update_asset_from_order	Create or Update Assets from Order	/actions/standard/createOrUpdateAssetFromOrder
revenue-cloud	create_order_from_quote	API for creating an Order from Quote	/actions/standard/createOrderFromQuote
revenue-cloud	delete-nodes	Resource for the Delete Nodes Configurator API	/connect/cpq/configurator/actions/delete-nodes
revenue-cloud	describe_global	Describe Global (List all sObjects)	/sobjects
revenue-cloud	describe_sobject	Describe sObject	/sobjects/{sobject-name}/describe
revenue-cloud	find	Execute a SOSL search	/search
revenue-cloud	load-instance	Resource for the Load Configuration Instance API	/connect/cpq/configurator/actions/load-instance
revenue-cloud	place_sales_transaction	Create or Update RLM Quote Or Order	/connect/rev/sales-transaction/actions/place
revenue-cloud	renew	Resource for the Renew Asset API	/connect/revenue-management/assets/actions/renew
revenue-cloud	soql_query	Execute SOQL Query	/query
revenue-cloud	update-nodes	Resource for the Update Nodes Configurator API	/connect/cpq/configurator/actions/update-nodes
setup-apis-context	get_metadata_type_context	Provides contextual information about Salesforce metadata types to help generate accurate Salesforce metadata files. This tool gives you complete field definitions, valid values, constraints, and examples for metadata types. It is a useful resource for creating valid Salesforce metadata files when you need to generate them programmatically, or want to ensure accuracy.	/metadatamcp/{metadataTypeName}
platform/sobject-all	create_sobject_record	Create a record for sObject	/sobjects/{sobject-name}
platform/sobject-all	delete_related_record	Delete a related record via relationship traversal	/sobjects/{sobject-name}/{id}/{relationship-path}
platform/sobject-all	delete_sobject_record	Delete a record for sObject	/sobjects/{sobject-name}/{id}
platform/sobject-all	describe_global	Describe Global (List all sObjects)	/sobjects
platform/sobject-all	describe_sobject	Describe sObject	/sobjects/{sobject-name}/describe
platform/sobject-all	find	Execute a SOSL search	/search
platform/sobject-all	get_related_records	Retrieve related records via relationship traversal (multi-level)	/sobjects/{sobject-name}/{id}/{relationship-path}
platform/sobject-all	get_user_info	Get User Info	/chatter/users/me
platform/sobject-all	list_recent_sobject_records	List records for sObject	/sobjects/{sobject-name}
platform/sobject-all	soql_query	Execute SOQL Query	/query
platform/sobject-all	update_related_record	Update a related record via relationship traversal	/sobjects/{sobject-name}/{id}/{relationship-path}
platform/sobject-all	update_sobject_record	Update a record for sObject	/sobjects/{sobject-name}/{id}
sobject-deletes	delete_related_record	Delete a related record via relationship traversal	/sobjects/{sobject-name}/{id}/{relationship-path}
sobject-deletes	delete_sobject_record	Delete a record for sObject	/sobjects/{sobject-name}/{id}
sobject-deletes	describe_global	Describe Global (List all sObjects)	/sobjects
sobject-deletes	describe_sobject	Describe sObject	/sobjects/{sobject-name}/describe
sobject-deletes	find	Execute a SOSL search	/search
sobject-deletes	soql_query	Execute SOQL Query	/query
sobject-mutations	create_sobject_record	Create a record for sObject	/sobjects/{sobject-name}
sobject-mutations	describe_global	Describe Global (List all sObjects)	/sobjects
sobject-mutations	describe_sobject	Describe sObject	/sobjects/{sobject-name}/describe
sobject-mutations	find	Execute a SOSL search	/search
sobject-mutations	soql_query	Execute SOQL Query	/query
sobject-mutations	update_related_record	Update a related record via relationship traversal	/sobjects/{sobject-name}/{id}/{relationship-path}
sobject-mutations	update_sobject_record	Update a record for sObject	/sobjects/{sobject-name}/{id}
sobject-reads	describe_global	Describe Global (List all sObjects)	/sobjects
sobject-reads	describe_sobject	Describe sObject	/sobjects/{sobject-name}/describe
sobject-reads	find	Execute a SOSL search	/search
sobject-reads	get_related_records	Retrieve related records via relationship traversal (multi-level)	/sobjects/{sobject-name}/{id}/{relationship-path}
sobject-reads	get_user_info	Get User Info	/chatter/users/me
sobject-reads	list_recent_sobject_records	List records for sObject	/sobjects/{sobject-name}
sobject-reads	soql_query	Execute SOQL Query	/query