Use the Omnistudio MCP (Beta)

Use the Omnistudio Model Context Protocol (MCP) server (Beta) to create Flexcards with a simple prompt or a complex set of requirements.

Note Omnistudio MCP is a pilot or beta service that is subject to the Beta Services Terms at Agreements - Salesforce.com or a written Unified Pilot Agreement if executed by Customer, and applicable terms in the Product Terms Directory. Use of this pilot or beta service is at the Customer's sole discretion.

Omnistudio MCP includes Flexcard tools designed to handle various input formats, including plain text requirements, screenshots, and detailed PDF specifications. You can also provide image mockups or Figma files to define the layout. These tools automatically construct a functional Flexcard skeleton, establish data source mapping, and generate a preview within a simulated environment.

To use Omnistudio MCP, complete these tasks.

1. In your MCP server client, add this configuration to the MCP configuration file.

   {
     "omnistudio-mcp": {
       "command": "npx -y @salesforce/omnistudio-mcp"
     }
   }
   

   Your client downloads the required package and starts the server.
2. Authenticate your org via the Salesforce CLI when prompted.
3. Start a new chat and add a test prompt to see if your setup works. You can use this prompt as an example: Create a Flexcard that displays the text “Hello World”.