claude

sf-intelligence

Answers questions about one Salesforce org from a local, read-only metadata snapshot: what a field is used by, what breaks if you delete or change something, why a user cannot see a record, what runs on save, and whether a deployment is safe. Works offline; never writes to the org. FIRST RUN: this plugin cannot know where your vault lives, so set SFI_VAULT to the absolute path of your org-kb folder, or launch the host from the folder that holds it. If answers come back empty, ask "is the server set up?" (sfi.setup_status) for where it looked and the commands to build a vault. Ask "what can you do?" for the live tool map.

3 on GitHubby sf-intelligence contributorsv0.8.0MITupdated 24 days agosalesforce
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Plugin sf-intelligence from marketplace sf-intelligence in PranavNagrecha/Salesforce-Intelligence. Commands read from the repo's manifest — 24 days ago.

This plugin runs code on your machine — it starts local MCP servers. The exact commands are listed below; read them before installing.

What it installs

Skills (26)

  • admin-documentation-generators

    Answers Salesforce admin documentation-generation requests: "generate a data dictionary for Account", "create an admin handbook for this org", "write an onboarding doc for a new developer", "generate an architecture overview", "produce a sharing-model summary", "draft a compliance report on PII". Dr

  • admin-legacy-automation

    Answers admin questions about Salesforce's legacy automation layer: "what workflow rules touch Account", "which approval processes are still active", "what assignment rule routes Cases", "is this workflow being replaced by a flow", "which fields does this duplicate rule check", "what emails go out f

  • admin-page-layout-routing

    Answers Salesforce admin questions about which page layout a user sees and why: "what layout does user X see for Account", "which page layout for Sales rep on Opportunity", "why is this user seeing this layout", "which record type does this profile default to", "what's the layout for record type Y",

  • admin-playbooks

    Saved, repeatable admin routines for the sf-intelligence org that batch the right `sfi.*` tools in one request, then synthesize ONE report. Fire when the user asks for a named routine rather than a single fact — "run my pre-deploy checklist", "I inherited this org, give me the tour", "run a security

  • admin-sharing-troubleshooting

    Answers Salesforce admin sharing/visibility questions like "why can't user X see Y", "who can see this record", "what would let this user see Y", "the user says they can't see Z", "visibility check for X on Y", "sharing rules touching Z", "role hierarchy from Foo up", "what grants Edit access to Bar

  • answering-org-questions

    Conversational interface for questions about the Salesforce org backed by this repo's `org-kb/` vault. Use for any question about schema, dependencies, permissions, naming conventions, Apex source, Flow metadata, or vault freshness — except refresh requests (those fire `refreshing-the-org-vault` ins

  • architect-async-and-events

    Answers Salesforce architect async + event-driven topology questions that surfaces beyond the integration tier. Triggers: "who subscribes to CDC events on Account", "what change-data-capture subscribers do we have", "what's the async chain depth from this Queueable", "show me every scheduled job", "

  • architect-cross-org-compare

    Answers cross-org metadata comparison questions for Salesforce architects — sandbox-vs-prod drift, prod-vs-prod (multi-customer) audits, "what changed since I last refreshed?" diffs, and Lead-vs- Contact (intra-org) field-mapping for the conversion. Triggers on phrases like "compare sandbox vs prod"

  • architect-impact-analysis

    Answers "what breaks if I change X?" CHANGE-IMPACT questions for Salesforce architects. Triggers on phrases like "what breaks if I change/delete/rename", "what depends on", "what's the impact of", "is it safe to deprecate", "blast radius of". USAGE phrasings — "where is X used", "what touches X", "w

  • architect-integration-topology

    Answers Salesforce architect integration questions: "draw me our integration map", "what subscribes to this platform event", "who calls this REST API", "which classes are queueable / batchable", "what runs async in this org", "where does this external data source connect", "what is our external API

  • business-user-orientation

    Answers business-user-flavored Salesforce questions like "what does this field mean in English", "what happens when I close this opportunity", "why can't I do X", "how do I find report Y", "what's the SLA on this case", "how are cases routed to agents", "is this field required", "what's this object

  • conversation-followups

    Conversation memory and follow-up handling for the sf-intelligence org. Fire on follow-up turns that depend on what was just discussed — pronouns and ellipsis ("what about the other one?", "and on Contact?", "is that one safe to delete?", "show me its dependencies", "the second one"), refinements of

  • developer-apex-refactor

    Answers code-source-focused developer questions across the full org code surface: Apex classes, Apex triggers, and the frontend tier (LWC, Aura, Visualforce). Triggers: "where is field X used in Apex", "find LWC components reading this field", "what calls this Apex from VF", "Aura references to this

  • developer-code-quality

    Answers Salesforce developer code-quality questions: "audit my Apex for quality issues", "find governor-limit risks", "where do we have hardcoded IDs / emails / usernames", "check CRUD / FLS enforcement", "what tests are missing / fake-covered", "find dead code", "review this Apex class", "what meth

  • developer-field-deep-dive

    Answers Salesforce developer "show me EVERYTHING about this field" and "trace this field's lineage" deep-forensics questions: "what does Account.Industry__c touch", "give me the full field profile for X", "where does this field's data come from", "what fires when this field changes", "show me the up

  • developer-find-anywhere

    Answers Salesforce developer "where is X used everywhere" and "what does this field mean in our org" discovery questions: "find every reference to `Industry__c`", "do we already have a field for customer health", "what does this field actually mean", "is `Status` the same as `Stage` here", "is this

  • developer-impact-and-reachability

    Answers Salesforce developer "what breaks if I change X / where is M reachable from / what does this method touch / is this dead code" questions. Cascades the what-if composer family (`what_if_deactivate_flow`, `what_if_disable_trigger`, `what_if_change_method_signature`, `what_if_change_field_type`

  • freshness-tracking

    Answers Salesforce admin/architect freshness questions like "when was X modified?", "who built this?", "what changed since last week?", "has this been touched since go-live?", "what changed in the last sprint?". Call `sfi.run_analysis` with `{ "name": "sfi.last_modified", "args": { … } }` and `sfi.c

  • pre-flight-checks

    Diagnostic skill for the sf-intelligence vault. Use when the user invokes `/sfi-status`, says "is something wrong?", "the vault feels off", "something looks stale", "are we connected?", "is the index current?", or when a previous `sfi.*` MCP call returned a `degraded` or `unhealthy` status, an unexp

  • recognizing-naming-conventions

    Surfaces observed naming-convention patterns from the sf-intelligence vault. Use when the user asks "what's our convention", "what's the naming standard", "do we always …", "is this consistent with the rest of the org", or proposes a new component name and wants it sanity-checked ("can I name this `

  • refreshing-the-org-vault

    Refreshes the sf-intelligence vault from a live Salesforce org. Use when the user invokes `/sfi-refresh`, or says "refresh", "refresh the vault", "pull latest", "pull the latest from my org", "rebuild the vault", "rebuild the index", "my data is stale", "the vault is stale", "I just deployed changes

  • salesforce-field-audit

    Decide whether Salesforce fields can be deleted, and validate someone else's field-cleanup analysis. Traces every dependency (flows, formulas, roll-ups, validation rules, layouts, related lists, reports, dashboards, Apex, LWC, integrations) before any field is dispositioned Keep / Review / Deprecate

  • salesforce-industries-routing

    Answers Salesforce Industries / OmniStudio questions: "walk this OmniScript step by step", "what endpoints does this Integration Procedure hit", "what does this DataRaptor map", "what's inside this FlexCard", "what inputs does this DecisionTable take", "what OmniStudio version is this org on". Drive

  • salesforce-org-context

    Silent pre-loader for the sf-intelligence vault. Fires automatically when the user's message mentions any Salesforce concept — words like "object", "field", "trigger", "flow", "validation rule", "permission set", "profile", "layout", "Apex", "picklist", "lookup", "record type", "metadata", "org", "s

  • using-sf-intelligence

    Entry point for the sf-intelligence plugin. Use whenever the conversation touches a Salesforce org in this repo — schema, dependencies, permissions, naming conventions, automation, Apex, Flow, integrations, sharing, or any question about a component the org contains. Loads first; teaches Claude the

  • vault-coverage-honesty

    Routes coverage and destructive-verdict questions. Run sfi.coverage_report through sfi.run_analysis (or read the coverage block of sfi.health_check) when the user asks whether the vault is complete, why something was not found, or before narrating safe-to-delete / what-if answers. Render coverageCav

MCP servers (1)

  • sf-intelligence

    runs: node packages/cli/bin/sfi.js mcp

View source on GitHub sfi.auditforce.cloud

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