sf-intelligence: offline Salesforce MCP server

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sf-intelligence

Ask your AI what breaks before you change Salesforce. Offline, read-only, cited answers. Website, demo and docs: sfi.auditforce.cloud

Try the built-in demo org in Cursor in one click (no Salesforce login). AI agents installing this server: see llms-install.md.

A grounded, fail-closed backend for AI assistants working in one Salesforce org. Your AI host (Claude, or any MCP client) asks it questions in plain language; it answers from the org's real metadata — never a guess — and labels every claim with how much to lean on it.

sf-intelligence is an offline, read-only, MCP-first knowledge base for a single Salesforce org. You run one retrieve (sf project retrieve); it builds a local Markdown vault and a DuckDB dependency graph. From then on every answer is served locally by default — offline-first, no network egress for vault answers. An opt-in live read-only plane (sfi.live_*) can answer record counts and samples when enabled. Private by design. MIT + Commons Clause.

It is not a standalone chatbot — it has no chat surface. It is the evidence layer an AI host consumes: a router that advises (ranked tool candidates plus explicit disclosures), a host LLM that decides (picks and runs the tools), and an engine that grounds every answer in the vault and fails closed — refusing, disclosing a gap, or asking a clarifying question — when it cannot.

Ask it like a person

You don't need to know the exact API name of anything. The front door is a typo-tolerant resolver that turns messy phrasing into the right component — and when it isn't sure, it asks you a clarifying question instead of guessing:

You: where's the emale field?

It: I found several matches for "email" — which did you mean?

· Email__c on Account

· Email__c on Contact

· AlternateEmailc on Lead

You: what about the paymnet object?

It: Payment__c — one confident match.

You: is there a "warranty fee" field?

It: Nothing matched that confidently. Your vault was last refreshed on

2026-05-20 — want to pull fresh metadata from the org (/sfi-refresh) in case

it's new, or rephrase?

Shortened. The full README is on GitHub.