platform-environment-validate

name: platform-environment-validate description: "Validate and configure the local Salesforce development environment. Runs a prerequisite scan across required tools with per-tool status and offers to install or update missing items. Use when the user asks to 'check my setup', 'validate tools', 'verify prerequisites', 'am I set up correctly', or reports a tool is missing or not working. DO NOT TRIGGER for org auth (/salesforce-development:login), deployment problems (platform-metadata-deploy), or status checks (/salesforce-development:status)." allowed-tools:

• Bash
• Read

Validating: Salesforce Development Environment

Validate all required prerequisites and surface a clear, actionable status report. This skill is on-demand — it does not run automatically on session start. Run it explicitly to check or repair your local setup.

Phase 1: Prerequisite Scan

Run the tool check:

${CLAUDE_PLUGIN_ROOT}/scripts/sf-context check-tools

The output is a JSON object with a tools array (plus a diagnostic block on any critical failure).

The banner is painted for you — do not reproduce it. When check-tools runs, the plugin paints the framed "Ready to build on Salesforce?" banner deterministically on the visible channel — one status row per tool, the footer verdict, and the wayfinding footer — exactly like the SessionStart banner. It is a Tier-1 surface: read the JSON for your own understanding, but do NOT reproduce, redraw, or re-render the banner. Add only a short read of what the result means for the user, then go to Phase 2.

The painted banner looks like this (illustrative — the version/message text in each row comes straight from the JSON: version for 🟢, message + fix hint for 🟡/🔴, the note for ℹ️; the values below show the style, not fixed strings):

──────────────────────────────────────────────────────────────
 Ready to build on Salesforce?   checking your toolchain…
──────────────────────────────────────────────────────────────
 🟢 Salesforce CLI             v2.144.6
 🟢 Code Analyzer              v5.14.0 · JIT, auto-installs on first use
 🟢 Node.js                    v22.11.0 LTS
 🟢 NPM                        v10.9.0
 🟢 Git                        v2.50.1
 🟢 Salesforce MCP (config)    .mcp.json + proxy present
 🟢 Salesforce MCP (endpoint)  org instance reachable
 ℹ️  Salesforce MCP (process)   confirm with /mcp or /doctor
 🟢 Source Tracking            enabled
──────────────────────────────────────────────────────────────
 ✓ toolchain ready                                (skill: platform-environment-validate)

Each row's status dot carries the state — 🔴 critical (missing or below minimum — Salesforce development cannot proceed), 🟡 warn (installed but outdated, non-LTS, or misconfigured), 🟢 ok, ℹ️ info (a contextual note that can't be auto-verified, e.g. MCP process health) — and the framed footer gives the verdict plus the single most relevant Next: step. The JSON status field is the source of truth per tool; use these states when you write your short read.

If the banner did not paint (an older Claude Code build, or a paint fallback), do not hand-render it from the JSON. Print it with the deterministic renderer instead:

${CLAUDE_PLUGIN_ROOT}/scripts/sf-context readiness-banner

This reads the same scan result check-tools just recorded and prints the identical framed banner — rows in fixed order, the footer verdict, and the "you don't memorize commands here" wayfinding footer with its Next: step — so ordering, padding, counts, and next-step selection are decided once in the script, never re-derived by hand. The check-tools JSON stays the authoritative, machine-readable result.

Deterministic results — do NOT override a failure: the JSON report is the authoritative, machine-readable result. If a tool reports 🔴/🟡, report it as-is. Do not re-run the tool a different way (PowerShell, a raw shell probe, a different command) and then present the result as 🟢 — a fallback that happens to find the tool does not mean the deterministic check passed. A failed check must stay failed until that same check-tools check passes. When the report includes a diagnostic block (attached on any critical failure), surface it: it carries the platform, active shell, working directory, plugin root, and the resolved executable paths — the fastest way to see why a tool didn't resolve (e.g. a Windows sf.cmd not on PATH). The diagnostic is secret-free by design; never add tokens or org auth to it.

MCP is reported as three distinct rows — never inferred from one another: Salesforce MCP (config) (is .mcp.json + the sf-mcp-proxy.bundled.js present?), Salesforce MCP (endpoint) (is the platform endpoint reachable?), and Salesforce MCP (process) (is the MCP process actually healthy?). The process row is reported as ℹ️ informational (not a warning) — this script cannot see the MCP subprocess that Claude Code owns, so a green config/endpoint must not be presented as a working MCP. Confirm process health with /mcp or /doctor. The endpoint row probes the org instance URL as a connectivity proxy, not the platform-MCP endpoint itself.

Tools Checked

All external tools (sf, npm, node, git) are launched through a single cross-platform resolver: shutil.which (PATHEXT-aware) finds the tool, and a Windows .cmd/.bat shim (sf.cmd, npm.cmd) is invoked via a COMSPEC-wrapped argv array — never a shell string — so this scan and /salesforce-development:org detect sf/npm/the default org correctly on Windows, macOS, and Linux.

Code Analyzer is a JIT plugin — registered ≠ installed. The Salesforce CLI declares @salesforce/plugin-code-analyzer as a "just-in-time" (JIT) plugin: it is only physically installed the first time a sf code-analyzer command runs. Until then, sf plugins inspect fails for it even though it is fully available to the user. The check therefore treats JIT registration as success — if inspect returns no version, it falls back to the CLI's own oclif.jitPlugins registry (read from the root entry of sf plugins --json) and reports 🟢 with the pinned version and a note that it auto-installs on first use. Only a plugin that is neither installed nor JIT-registered is 🔴 critical.

Phase 2: Install / Update

If all green: Confirm setup is complete. The user is ready to develop.

If warnings or critical items exist: Present the user with options:

Some tools need attention. What would you like to do?

  [1] Fix all items
  [2] Choose which items to fix
  [3] Skip for now

For each tool the user wants to fix, provide the correct install/update command for their OS. Do not run install commands automatically — show the command and ask the user to confirm before running it.

Install / Update Commands by Tool

Salesforce CLI — not installed:

# macOS/Linux (npm)
npm install --global @salesforce/cli

# macOS (Homebrew)
brew install sf

Salesforce CLI — update:

sf update

Code Analyzer plugin — not installed:

sf plugins install @salesforce/plugin-code-analyzer

Code Analyzer plugin — update:

sf plugins update @salesforce/plugin-code-analyzer

Node.js — not installed or below minimum:

# macOS (nvm — recommended, installs LTS)
nvm install --lts && nvm use --lts

# macOS (Homebrew)
brew install node

# Windows — download from https://nodejs.org (LTS version)

NPM — update:

npm install --global npm@latest

Git — not installed:

# macOS (Xcode CLT)
xcode-select --install

# macOS (Homebrew)
brew install git

# Windows — download from https://git-scm.com

Source Tracking — not enabled:

sf org enable tracking --target-org <alias>

Salesforce MCP — misconfigured: If .mcp.json is missing or empty, reload the plugin:

/reload-plugins

Important Notes

• After installing a tool that modifies PATH (Node.js, SF CLI), the user may need to exit and restart Claude Code for the change to take effect.
• Source Tracking requires a connected org — if no org is configured, prompt to run /salesforce-development:login first.
• For org authentication issues (expired session, wrong org, INVALID_SESSION_ID), run /salesforce-development:login instead of this skill.
• SF CLI outdated → 🟡 in the readiness scan: readiness means latest. When the CLI's cached update check reports a newer release, check-tools reports the Salesforce CLI as 🟡 (installed but outdated) with the correct update command, rather than 🟢. Unlike the session-start notice below, this warning ignores the per-version no-nag gate — an explicit readiness scan always reports the factual state — but it still honors the hard opt-out SFDX_SKIP_CLI_UPDATE_CHECK=1.
• SF CLI update notice at session start: when the CLI reports an available update, the sf-context detect SessionStart hook surfaces it once and asks the agent to offer the update (sf update, or npm install --global @salesforce/cli@latest for npm-global installs). Declining or a failed update records a per-version no-nag gate (.sf/sf-cli-update-state.json) so the same version won't nag again, but a newer release will re-prompt. Set SFDX_SKIP_CLI_UPDATE_CHECK=1 to disable the check entirely.