Salesforce Process Automation

naftiko: "1.0.0-alpha1"

info:
  label: "Salesforce Process Automation"
  description: >-
    Workflow capability for Salesforce process automation combining Flow invocation,
    approval process management, and automation record querying. Serves admins,
    developers, and integration engineers managing business process automation
    across Salesforce organizations.
  tags:
    - Approval Process
    - Automation
    - CRM
    - Flow
    - Process Builder
    - Salesforce
    - Workflow
  created: "2026-05-02"
  modified: "2026-05-02"

binds:
  - namespace: env
    keys:
      SALESFORCE_OAUTH2_TOKEN: SALESFORCE_OAUTH2_TOKEN
      SALESFORCE_INSTANCE_URL: SALESFORCE_INSTANCE_URL

capability:
  consumes:
    - import: sf-flow-automation
      location: ./shared/salesforce-automation-flow.yaml

  exposes:
    - type: rest
      port: 8080
      namespace: salesforce-process-automation-api
      description: "Unified REST API for Salesforce process automation workflows."
      resources:
        - path: /v1/flows
          name: flows
          description: "Salesforce Flow definitions and invocation."
          operations:
            - method: GET
              name: list-flows
              description: "Query active and draft Flow definitions."
              call: "sf-flow-automation.query-flow-definitions"
              with:
                q: "rest.q"
              outputParameters:
                - type: object
                  mapping: "$."
        - path: /v1/flows/{id}
          name: flow-by-id
          operations:
            - method: GET
              name: get-flow
              description: "Get a Flow version record by ID."
              call: "sf-flow-automation.get-flow-version"
              with:
                id: "rest.id"
              outputParameters:
                - type: object
                  mapping: "$."
        - path: /v1/flows/{flowApiName}/invoke
          name: flow-invocation
          operations:
            - method: POST
              name: invoke-flow
              description: "Invoke an autolaunched Flow with input variables."
              call: "sf-flow-automation.invoke-flow"
              with:
                flowApiName: "rest.flowApiName"
              outputParameters:
                - type: object
                  mapping: "$."
        - path: /v1/approvals
          name: approvals
          description: "Approval process management."
          operations:
            - method: GET
              name: list-approval-processes
              description: "List all approval process configurations."
              call: "sf-flow-automation.list-approval-processes"
              outputParameters:
                - type: object
                  mapping: "$."
            - method: POST
              name: submit-approval
              description: "Submit, approve, reject, or recall approval requests."
              call: "sf-flow-automation.submit-approval-request"
              outputParameters:
                - type: array
                  mapping: "$."
        - path: /v1/automation-records
          name: automation-records
          description: "Query automation-related Salesforce records."
          operations:
            - method: GET
              name: query-automation-records
              description: "Query ProcessInstance, FlowInterview, or WorkflowRule records."
              call: "sf-flow-automation.query-automation-records"
              with:
                q: "rest.q"
              outputParameters:
                - type: object
                  mapping: "$."

    - type: mcp
      port: 9080
      namespace: salesforce-process-automation-mcp
      transport: http
      description: "MCP server for AI-assisted Salesforce process automation."
      tools:
        - name: list-flows
          description: >-
            Query Salesforce Flow definitions. Returns active and draft flows
            with their API names, labels, and statuses.
          hints:
            readOnly: true
            idempotent: true
          call: "sf-flow-automation.query-flow-definitions"
          outputParameters:
            - type: object
              mapping: "$."
        - name: get-flow-version
          description: "Get the metadata for a specific Salesforce Flow version by record ID."
          hints:
            readOnly: true
            idempotent: true
          call: "sf-flow-automation.get-flow-version"
          with:
            id: "tools.id"
          outputParameters:
            - type: object
              mapping: "$."
        - name: invoke-flow
          description: >-
            Invoke a Salesforce autolaunched Flow with input variables.
            Returns output variable values from the flow execution.
          hints:
            readOnly: false
            destructive: false
          call: "sf-flow-automation.invoke-flow"
          with:
            flowApiName: "tools.flowApiName"
          outputParameters:
            - type: object
              mapping: "$."
        - name: list-approval-processes
          description: "List all approval process definitions configured in the Salesforce org."
          hints:
            readOnly: true
            idempotent: true
          call: "sf-flow-automation.list-approval-processes"
          outputParameters:
            - type: object
              mapping: "$."
        - name: submit-approval
          description: >-
            Submit a record for approval, approve or reject an approval request,
            or recall an in-progress approval.
          hints:
            readOnly: false
            destructive: false
          call: "sf-flow-automation.submit-approval-request"
          outputParameters:
            - type: array
              mapping: "$."
        - name: query-automation-records
          description: >-
            Execute a SOQL query to retrieve ProcessInstance, FlowInterview,
            or WorkflowRule records from Salesforce.
          hints:
            readOnly: true
            idempotent: true
          call: "sf-flow-automation.query-automation-records"
          with:
            q: "tools.q"
          outputParameters:
            - type: object
              mapping: "$."