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This fork adds comprehensive report creation and management capabilities to the original [tsmztech/mcp-server-salesforce](https://github.com/tsmztech/mcp-server-salesforce).\n\n## 🆕 New Report Features\n\nThis fork extends the original server with 5 powerful report creation tools:\n\n* **Report Creation**: Create Salesforce reports using natural language\n* **Report Discovery**: List and search available report types\n* **Schema Inspection**: Get detailed field information for report types\n* **Report Reading**: Inspect existing report metadata\n* **Smart Filtering**: Automatic date range detection and field formatting\n\n## Installation\n\n### npm (Recommended)\n\n```bash\nnpx @boejucci/mcp-server-salesforce\n```\n\n### Claude Desktop Configuration\n\nAdd to your `claude_desktop_config.json`:\n\n```json\n{\n  \"mcpServers\": {\n    \"salesforce\": {\n      \"command\": \"npx\",\n      \"args\": [\"-y\", \"@boejucci/mcp-server-salesforce\"],\n      \"env\": {\n        \"SALESFORCE_CONNECTION_TYPE\": \"OAuth_2.0_Client_Credentials\",\n        \"SALESFORCE_CLIENT_ID\": \"your_client_id\",\n        \"SALESFORCE_CLIENT_SECRET\": \"your_client_secret\",\n        \"SALESFORCE_INSTANCE_URL\": \"https://your-domain.my.salesforce.com\"\n      }\n    }\n  }\n}\n```\n\n## Report Tools\n\n### salesforce_create_report\n\nCreate Salesforce reports with TABULAR, SUMMARY, or MATRIX formats. Supports filters, groupings, and automatic date range detection.\n\n**Features:**\n* Smart field name formatting (automatically adds object prefixes to custom fields)\n* Automatic date range filter conversion\n* Support for charts\n* Multiple report formats (TABULAR, SUMMARY, MATRIX)\n\n**Example Usage:**\n```\n\"Create a report showing MSP opportunities by month for 2024-2025\"\n\"Make a tabular report of all accounts with their annual revenue\"\n\"Build a summary report of opportunities grouped by stage\"\n```\n\n**Parameters:**\n* `name`: Report name\n* `reportType`: Base object (e.g., \"Opportunity\", \"Account\")\n* `format`: TABULAR, SUMMARY, or MATRIX\n* `columns`: Array of field names (use UPPERCASE for standard fields)\n* `filters`: Array of filter objects\n* `groupingsDown`: Row groupings for SUMMARY/MATRIX\n* `groupingsAcross`: Column groupings for MATRIX only\n* `chart`: Optional chart configuration\n\n**Smart Features:**\n* Custom field names (e.g., `Type__c`) are automatically formatted as `Opportunity.Type__c`\n* Date range filters are automatically detected and converted to `timeFrameFilter`\n* Standard fields use UPPERCASE format (e.g., `OPPORTUNITY_NAME`, `AMOUNT`)\n\n### salesforce_list_report_types\n\nDiscover available report types in your Salesforce org.\n\n**Example Usage:**\n```\n\"What report types are available for opportunities?\"\n\"Show me all account-related report types\"\n```\n\n### salesforce_describe_report_type\n\nGet detailed field information for a specific report type, including which fields are filterable, groupable, and sortable.\n\n**Example Usage:**\n```\n\"What fields are available in the Opportunity report type?\"\n\"Show me filterable fields for Account reports\"\n```\n\n### salesforce_read_report\n\nInspect existing report metadata including columns, filters, groupings, and chart configuration.\n\n**Example Usage:**\n```\n\"Show me the configuration of the Q3 Sales Report\"\n\"What filters are applied to my pipeline report?\"\n```\n\n### salesforce_list_reports\n\nList all reports or search for reports by name pattern.\n\n**Example Usage:**\n```\n\"List all reports with 'Opportunity' in the name\"\n\"Find reports related to sales\"\n```\n\n## Original Features\n\nAll features from the original [tsmztech/mcp-server-salesforce](https://github.com/tsmztech/mcp-server-salesforce) are included:\n\n* **Object and Field Management**: Create and modify custom objects and fields\n* **Smart Object Search**: Find Salesforce objects using partial name matches\n* **Flexible Data Queries**: Query records with relationship support\n* **Data Manipulation**: Insert, update, delete, and upsert records\n* **Cross-Object Search**: Search across multiple objects using SOSL\n* **Apex Code Management**: Read, create, and update Apex classes and triggers\n* **Debug Log Management**: Enable, disable, and retrieve debug logs\n\nFor complete documentation on the original tools, see the [original repository](https://github.com/tsmztech/mcp-server-salesforce).\n\n## Authentication\n\nSupports three authentication methods:\n\n### 1. OAuth 2.0 Client Credentials (Recommended)\n```json\n{\n  \"env\": {\n    \"SALESFORCE_CONNECTION_TYPE\": \"OAuth_2.0_Client_Credentials\",\n    \"SALESFORCE_CLIENT_ID\": \"your_client_id\",\n    \"SALESFORCE_CLIENT_SECRET\": \"your_client_secret\",\n    \"SALESFORCE_INSTANCE_URL\": \"https://your-domain.my.salesforce.com\"\n  }\n}\n```\n\n### 2. Username/Password\n```json\n{\n  \"env\": {\n    \"SALESFORCE_CONNECTION_TYPE\": \"User_Password\",\n    \"SALESFORCE_USERNAME\": \"your_username\",\n    \"SALESFORCE_PASSWORD\": \"your_password\",\n    \"SALESFORCE_TOKEN\": \"your_security_token\",\n    \"SALESFORCE_INSTANCE_URL\": \"https://login.salesforce.com\"\n  }\n}\n```\n\n### 3. Salesforce CLI\n```json\n{\n  \"env\": {\n    \"SALESFORCE_CONNECTION_TYPE\": \"Salesforce_CLI\"\n  }\n}\n```\n\n## Example: Creating Reports\n\n### Simple Tabular Report\n```\n\"Create a tabular report showing all opportunities with their names, amounts, and close dates\"\n```\n\nThis generates a basic list-style report with three columns.\n\n### Summary Report with Grouping\n```\n\"Create a summary report of opportunities grouped by stage, showing the total amount for each stage\"\n```\n\nCreates a report grouped by stage with subtotals.\n\n### Matrix Report\n```\n\"Create a matrix report showing opportunity counts by stage and quarter\"\n```\n\nCreates a two-dimensional report with row and column groupings.\n\n### Report with Filters and Date Ranges\n```\n\"Create a report of MSP opportunities created between January 1, 2024 and December 31, 2025, grouped by month\"\n```\n\nThe tool automatically:\n* Converts `Type__c` to `Opportunity.Type__c`\n* Detects the two date filters and converts to a `timeFrameFilter`\n* Groups by month using date granularity\n\n## Development\n\n### Building from Source\n\n```bash\ngit clone https://github.com/boejucci/mcp-server-salesforce.git\ncd mcp-server-salesforce\nnpm install\nnpm run build\n```\n\n### Running Locally\n\n```json\n{\n  \"mcpServers\": {\n    \"salesforce\": {\n      \"command\": \"node\",\n      \"args\": [\"/path/to/mcp-server-salesforce/dist/index.js\"],\n      \"env\": {\n        // ... auth config\n      }\n    }\n  }\n}\n```\n\n## Technical Details\n\n### Report Field Naming\n\nThe tool handles field naming intelligently:\n\n* **Standard fields**: Use UPPERCASE format\n  * Examples: `OPPORTUNITY_NAME`, `AMOUNT`, `STAGE_NAME`, `CREATED_DATE`\n* **Custom fields**: Use exact API names (e.g., `Type__c`)\n  * Automatically prefixed with object name: `Type__c` → `Opportunity.Type__c`\n\n### Date Range Filters\n\nDate ranges are automatically detected and converted:\n\n```javascript\n// Input filters\n[\n  {\"field\": \"CREATED_DATE\", \"operator\": \"greaterOrEqual\", \"value\": \"2024-01-01\"},\n  {\"field\": \"CREATED_DATE\", \"operator\": \"lessOrEqual\", \"value\": \"2025-12-31\"}\n]\n\n// Automatically converted to:\n{\n  \"timeFrameFilter\": {\n    \"dateColumn\": \"CREATED_DATE\",\n    \"startDate\": \"2024-01-01\",\n    \"endDate\": \"2025-12-31\",\n    \"interval\": \"INTERVAL_CUSTOM\"\n  }\n}\n```\n\n### Supported Report Formats\n\n* **TABULAR**: Simple list-style reports\n* **SUMMARY**: Reports with groupings and subtotals (supports row groupings only)\n* **MATRIX**: Two-dimensional reports (supports both row and column groupings)\n\n## Contributing\n\nContributions welcome! Please submit pull requests or open issues on GitHub.\n\n## License\n\nMIT License - see [LICENSE](LICENSE) for details.\n\n## Credits\n\nBased on [tsmztech/mcp-server-salesforce](https://github.com/tsmztech/mcp-server-salesforce) with report creation extensions by Joe Bucci.\n\n## Links\n\n* **npm package**: [@boejucci/mcp-server-salesforce](https://www.npmjs.com/package/@boejucci/mcp-server-salesforce)\n* **GitHub**: [boejucci/mcp-server-salesforce](https://github.com/boejucci/mcp-server-salesforce)\n* **Original**: [tsmztech/mcp-server-salesforce](https://github.com/tsmztech/mcp-server-salesforce)\n","readmeFilename":"README.md"}