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MCP server for CloudSense DX operations (orchestration templates, etc.)

Project description

CloudSense DX MCP Server

PyPI Python License

An MCP (Model Context Protocol) server for CloudSense DX operations on Salesforce orgs. Provides tools for managing orchestration process templates, running anonymous Apex with savepoint safety, and other CloudSense-specific operations.

Quick Start

1. Install Prerequisites

sf org login web --alias my-org
  • (Optional) Set a default target org for your project:
sf config set target-org my-org

2. Configure in Your MCP Client

Add the CloudSense DX MCP server to your client's MCP configuration. The recommended way is via uvx, which automatically installs and runs the latest version.

MCP Client Configurations

Cursor

Add to your project's .cursor/mcp.json (project-level) or ~/.cursor/mcp.json (global):

{
  "mcpServers": {
    "CloudSense DX": {
      "command": "uvx",
      "args": ["cloudsense-dx-mcp"]
    }
  }
}

VS Code (Copilot)

Add to .vscode/mcp.json in your project:

{
  "servers": {
    "CloudSense DX": {
      "command": "uvx",
      "args": ["cloudsense-dx-mcp"]
    }
  }
}

Claude Code

Add to .mcp.json in your project:

{
  "mcpServers": {
    "CloudSense DX": {
      "command": "uvx",
      "args": ["cloudsense-dx-mcp"]
    }
  }
}

Cline

Add to your Cline cline_mcp_settings.json:

{
  "mcpServers": {
    "CloudSense DX": {
      "command": "uvx",
      "args": ["cloudsense-dx-mcp"]
    }
  }
}

Windsurf

Add to your Windsurf MCP configuration:

{
  "mcpServers": {
    "CloudSense DX": {
      "command": "uvx",
      "args": ["cloudsense-dx-mcp"]
    }
  }
}

Other MCP Clients

For any other MCP client, use the same pattern -- set the command to uvx with cloudsense-dx-mcp as the argument. Refer to your client's documentation for the exact config file location.

Alternative Installation Methods

Using pip

pip install cloudsense-dx-mcp

Then configure your MCP client with:

{
  "command": "cloudsense-dx-mcp"
}

From Source (Development)

git clone https://github.com/ash-agarwalcs/cloudsense-dx-mcp.git
cd cloudsense-dx-mcp
pip install -e .

Direct CLI

You can also run the server directly from the command line:

# Via uvx (no install needed)
uvx cloudsense-dx-mcp

# Via pip install
cloudsense-dx-mcp

The server communicates via stdio and is designed to be launched by MCP clients.

Tools

list_orchestration_templates

List, search, or discover CloudSense orchestration process templates in a Salesforce org.

Parameter Type Required Description
org_alias string No Org alias or partial hint (e.g. itxdevpro, devpro). Auto-resolved if omitted.
search_term string No Filter templates by name (case-insensitive substring match).

Example prompts:

  • "List all orchestration templates"
  • "Search for templates containing 'Internet CPE'"
  • "Show me templates from devpro"

fetch_orchestration_templates

Fetch and save orchestration process templates as JSON files. Templates are saved to cloudsense-dx-exports/orchestration-templates/<org>/<timestamp>/.

Parameter Type Required Description
org_alias string No Org alias or partial hint. Auto-resolved if omitted.
template_names string[] No* Specific template names to fetch. Required unless fetch_all is true.
fetch_all boolean No* Set to true to fetch all templates. Required if template_names is omitted.
max_workers integer No Parallel workers for concurrent fetching. Default: 5.

*You must provide either template_names or fetch_all: true. Omitting both returns an error.

Example prompts:

  • "Fetch all orchestration templates"
  • "Download the Internet CPE Terminate Flow template"
  • "Get templates from sit org"

run_apex

Execute anonymous Apex code on a Salesforce org with automatic savepoint safety.

Parameter Type Required Description
apex_code string Yes The anonymous Apex code to execute.
org_alias string No Org alias or partial hint. Auto-resolved if omitted.
allow_dml boolean No Set to true to persist data changes. Default: false (rolls back).
timeout_seconds integer No Max execution time. Default: 120.

Example prompts:

  • "Run this Apex query on the org"
  • "Execute this CloudSense API call"
  • "Query all accounts with Apex"

Prompts

fetch-orchestration

A guided workflow that walks through template discovery, user confirmation, and parallel fetching. Useful for interactive sessions.

Org Resolution

The server handles org resolution automatically -- you don't need to specify an org for every request.

Resolution priority:

  1. Explicit org -- If you mention an org (e.g. "from itxdevpro"), it's used directly.
  2. Partial matching -- Partial hints like "devpro" are fuzzy-matched against your authenticated orgs. If multiple orgs match, you'll be asked to choose.
  3. Session memory -- Within a chat session, the server remembers the last org used and reuses it for subsequent requests.
  4. Workspace default -- Falls back to the project's default target-org (sf config get target-org).

Every tool response includes org and org_source fields so you always know which org was used and how it was resolved.

Prerequisites

Requirement Details
Python >= 3.10
Salesforce CLI (sf) Install and authenticate at least one org
uv (recommended) Install for uvx usage

Environment Variables

Variable Default Description
CLOUDSENSE_DX_EXPORT_ROOT Current working directory Root directory for template export output.
CLOUDSENSE_DX_MAX_SF_CONCURRENCY 8 Max concurrent sf CLI subprocesses.

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