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platform-metadata-discovery-get

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Use before creating, changing, or writing code against Salesforce metadata, to find out what already exists in the org with the right tool. Routes each question to metadata grounding, scoped SOQL with sf data query, sf sobject list or describe, sf org list metadata, source retrieval, or local files, and covers orgs and setups where grounding is not available. Use to check whether an object, field, picklist, permission set, page, app, or flow already exists before creating one, confirm field names, types, and picklist values before writing Apex, LWC, SOQL, or Flow logic, list every field on an object or every member of a metadata type, find automation that runs on an object, or explain how something in the org is configured and who can access it. DO NOT TRIGGER for whole-org overviews, org comparison, or drift (use dx-org-analyze), metadata file structure or XML shape (platform-metadata-api-context-get), or Data Cloud DLO and DMO schema (data360-code-extension-generate).

plugins/builder/salesforce-development/skills/platform-metadata-discovery-get/SKILL.md

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# Salesforce Metadata Discovery

Before you create metadata, change it, or write code that references it, know what already exists in the org. This skill picks the tool for each question. Metadata grounding finds metadata by meaning when you do not know its name. It needs Salesforce Catalog and a connected grounding server, and many orgs and setups have neither. Every other route works with the `sf` CLI alone.

Skip discovery when the request only changes local files and adds no new references to org metadata.

## Check What You Have

Do this once per session, before the first lookup.

1. **The CLI and its org.** Run `sf org display --json` to see the default org and its id. If no org is authenticated, ask the user to run `sf org login web` and wait. If you cannot run commands at all, read `references/h360-routes.md`.
2. **Grounding servers.** Note whether the Metadata Grounding MCP (tools `search_metadata`, `query_metadata`, `describe_metadata`) or the Salesforce MCP is connected. The Salesforce MCP is shown in Setup today as the Headless360 (H360) MCP Server. Its tools are `describe`, `dispatch`, and `dispatch_readonly`, which are different from the Metadata Grounding MCP tools.
3. **One org.** Grounding identifiers start with the 18-character org id. If it differs from the id in `sf org display`, tell the user and ask which org to use before you combine results.