service-itsm-agentic-setup-cmdb-bundle-deploy

Deploy the CMDB Foundation Bundle (Service Cloud ITSM)

Installs the CMDB Foundation (base) content bundle — the out-of-the-box configuration-item types,

schema, and content that make CMDB usable. This is Layer 4, the final layer of the CMDB setup

stack, and it requires the CMDB feature to already be enabled (Layer 2). Every call runs through the

Salesforce-hosted Headless-360 MCP server (server key headless-360) via its four meta-tools

(discover, describe, dispatch_readonly, dispatch). The org is derived from the OAuth JWT bound

to the current MCP session — the skill never handles an org id, alias, or credentials — so this works

identically against production and sandbox with no per-user MCP install.

Scope

• In scope: confirming CMDB is enabled, reading the live bundle catalog, resolving the exact

version of the base bundle, installing the base (CMDB Foundation) bundle, and verifying.

• Out of scope: enabling the CMDB feature / provisioning the ITOM tenant (Layers 0–2 —

service-itsm-agentic-setup-cmdb-configure), assigning permission sets (Layer 3 —

service-itsm-agentic-setup-cmdb-access-assign), installing optional add-on bundles (e.g.

Component Identification Rules), CMDB record CRUD, or Discovery.

This skill installs the base bundle only. Optional add-ons are intentionally out of scope.

Why order matters

The bundle Connect APIs (bundleListView, bundles/details, bundleInstallation) are gated by

orgHasCMDBEnabled. Until the CMDB feature is enabled they return 403 FUNCTIONALITY_NOT_ENABLED, so

this skill must run after the CMDB feature-enable skill has turned the feature on.

On top of the org gate, these reads also enforce the running user's own CMDB access, so a

403 FUNCTIONALITY_NOT_ENABLED here has two distinct causes — feature-off or user-has-no-access.

Step 1 disambiguates them via the feature status before sending the user anywhere; never assume a 403

means the feature is off.

Mechanism

All operations dispatch through headless-360 MCP tools. Reads go through

mcp__headless-360__dispatch_readonly, writes through mcp__headless-360__dispatch — both take raw

HTTP: {"url": "<path>", "method": "GET|POST", "body"?: {...}, "queryParams"?: {...}} — not

{operation_id, arguments}. See references/mcp-invocation.md for the exact url / method / body

of every call. The four tools:

• mcp__headless-360__discover — semantic search over the indexed operation catalog (discovery /

confirmation only).

• mcp__headless-360__describe — pull the full input schema and canonical route before the install POST.
• mcp__headless-360__dispatch_readonly — the dispatcher for every read (GET).
• mcp__headless-360__dispatch — the dispatcher for every write (POST/PATCH).

The skill never handles credentials — the org is bound to the current OAuth session. If a dispatch*

call returns an auth error, tell the user to re-authenticate the headless-360 MCP connection (and

confirm the session points at the intended org), then stop.

---

Clarifying questions

Ask only what you cannot infer from conversation:

• Which org? Confirm the target org and state plainly that **content will be installed into this

org** (a write). For production, get explicit confirmation.

Do not re-ask for anything the user already provided; pre-populate and note "(from conversation)".

---

Workflow

Sequential. Always read before you write — read the catalog and resolve the exact version before

installing. Never guess a version string.

Step 1 — Confirm CMDB is enabled (read, gate)

dispatch_readonly({ "url": "/services/data/v67.0/connect/cmdb/bundleListView", "method": "GET" })

• 200 → CMDB is enabled; the response lists available bundles and their install status. Proceed.
• 403 FUNCTIONALITY_NOT_ENABLED → ambiguous — disambiguate before telling the user CMDB is off.

This read enforces both the org gate and the running user's own CMDB access, so a 403 has

two possible causes. Check the feature status to tell them apart:

  dispatch_readonly({ "url": "/services/data/v67.0/connect/setup/discovery/feature/service-cloud-itsm-cmdb-integration/status", "method": "GET" })

• status != ENABLED → the CMDB feature isn't enabled. STOP and route the user to the CMDB

feature-enable skill (service-itsm-agentic-setup-cmdb-configure) first.

• status == ENABLED → the feature is enabled; the running user simply **lacks CMDB permission

sets**. STOP and route the user to the CMDB access-assign skill

(service-itsm-agentic-setup-cmdb-access-assign) to grant themselves CMDB access — at minimum the

read set, plus Type Manager for bundle management — then retry. Do NOT send them to the

feature-enable skill; CMDB is already enabled.

From the bundleListView response, identify the base bundle (CMDB Foundation) and note its

currentInstalledVersion. If it is already installed at the latest version, tell the user there is

nothing to do.

Step 2 — Resolve the exact base version (read)

Do NOT guess or hard-code the version. Read the authoritative version from bundle details:

dispatch_readonly({ "url": "/services/data/v67.0/connect/cmdb/bundles/details", "method": "GET", "queryParams": { "bundleIdentifier": "base" } })

Read latestVersion from the catalog and use that string verbatim for the install — do NOT strip,

add, or reformat any characters (including a leading v). The install endpoint matches the version by

exact string equality against the registry, and the registry stores versions exactly as the catalog

reports them (e.g. "v3.0"), so the value must be passed through unchanged.

You may only install the latest version. The install endpoint rejects any non-latest version

("Target version <x> is not the latest available version") — it does not support installing or

rolling back to an older version, so always resolve latestVersion and install exactly that. If

installedVersion already equals latestVersion, stop — the base bundle is up to date.

> If bundles/details returns 403 FUNCTIONALITY_NOT_ENABLED while bundleListView (Step 1)

> returned 200: the org gate is fine, but the running user lacks the bundle-management permission.

> bundles/details requires the Type Manager role — the Reader / Owner / Type Reader sets are not

> sufficient. Route the user to the CMDB access-assign skill to grant Type Manager, then retry. As a

> fallback, bundleListView already returns the base bundle's currentInstalledVersion and

> latestVersion, so you can resolve the version from Step 1's response if Type Manager cannot be

> assigned.

Step 3 — Confirm with the user (before the write)

Show the base bundle name, the version to be installed, and the target org. Get explicit confirmation

before the write. State plainly that this installs out-of-the-box CMDB content into the org.

Step 4 — Install the base bundle (write)

Call discover(query="cmdb bundle installation") then describe(id=<bundleInstallation operation id>)

to confirm the input schema, then install:

dispatch({ "url": "/services/data/v67.0/connect/cmdb/bundleInstallation", "method": "POST", "body": { "bundleIdentifier": "base", "version": "<latestVersion from Step 2, verbatim>" } })

Both bundleIdentifier and version are required, and version must be the catalog's latestVersion

string passed through unchanged. A success: true response means the installation was initiated —

it may complete asynchronously.

Step 5 — Verify (read — do NOT trust the install response alone)

Re-read bundle details and confirm the base bundle now reports the installed version:

dispatch_readonly({ "url": "/services/data/v67.0/connect/cmdb/bundles/details", "method": "GET", "queryParams": { "bundleIdentifier": "base" } })

installedVersion should equal the version you installed. If installation is async and it has not

updated yet, tell the user it is in progress and how to re-check.

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Rules / Constraints

| Constraint | Rationale |

|-----------|-----------|

| Read bundleListView first as the enablement gate | A 403 here means either CMDB isn't enabled or the user lacks CMDB access — disambiguate via feature status before acting |

| Resolve the version from bundles/details; never guess; pass latestVersion verbatim | The install endpoint matches the version by exact string equality against the registry, which stores it exactly as the catalog reports (e.g. "v3.0") — do not strip or reformat any characters |

| Install only the latest version | The endpoint rejects any non-latest version ("Target version <x> is not the latest available version"); it cannot install or roll back to an older version |

| Install base only | This skill is scoped to the CMDB Foundation base bundle; optional add-ons are out of scope |

| Confirm the target org and the install with the user | Installing content is a real, hard-to-reverse write on a live org |

| Skip if already installed at latest | Avoid redundant installs; report "already up to date" |

| Treat success: true as "initiated"; verify separately | Installation can be asynchronous |

| Never expose internal jargon to the user | Keep record IDs, HTTP status codes (403/400/500), API error codes (FUNCTIONALITY_NOT_ENABLED, …), endpoint names (bundleListView, bundles/details, bundleInstallation), developer names, and tooling internals (dispatch, headless-360) out of user-facing output. Use bundle names and versions and plain language |

---

Verification checklist

• [ ] bundleListView returned 200 (CMDB is enabled and the user has access)?
• [ ] Resolved latestVersion for base from bundles/details (not guessed)?
• [ ] Skipped if already at the latest version?
• [ ] Confirmed the target org + install with the user before writing?
• [ ] bundleInstallation returned success: true?
• [ ] Verified installedVersion matches (or reported async in-progress)?

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Output expectations

CMDB Bundle Deploy — Complete (via service-itsm-agentic-setup-cmdb-bundle-deploy)

Target org: <org>

  Bundle:   CMDB Foundation (base)
  Version:  <version>
  Status:   Installation initiated — success

CMDB now has its base content installed. Combined with the enabled feature and assigned user
access, CMDB is ready end-to-end.

Keep internal jargon out of user-facing output (no record IDs, HTTP status codes, error codes, or

endpoint names). If any step fails, stop and tell the user — in plain language — what didn't succeed

and what it means for them (e.g. "CMDB isn't turned on for this org yet, so the content can't be

installed" rather than echoing a 403 code), then point to the fix.

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Common failures (surface these in plain language)

| Symptom | Likely cause | What to tell the user |

|---------|--------------|-----------------------|

| 403 on the catalog read and feature not enabled | CMDB feature not enabled for the org | CMDB must be turned on for the org first; that's a separate setup step — point to the feature-enable skill |

| 403 on the catalog read but feature is enabled | Feature is on; the running user lacks CMDB access (this read enforces user-level access too) | Grant the user CMDB access first (a separate setup step), then try again — the feature itself is already on |

| 403 on the version read but the catalog read succeeded | The user lacks the CMDB bundle-management role (Type Manager) | Grant the user the CMDB Type Manager role (a separate access step), then retry; the org itself is set up correctly |

| Install rejected — bundle/version doesn't exist | Wrong version string | Re-read the catalog and use the exact latest version it reports |

| Install reported success but the version hasn't changed | Installation is running in the background | It's in progress; check again shortly to confirm it finished |

| Downstream error on install | Temporary platform dependency issue | Try again; if it keeps failing, this needs Salesforce support |

| Connection/authentication error | The org connection isn't set up or has expired | Re-authenticate the org connection and confirm it points at the intended org, then retry |

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Cross-skill integration

| When | Skill |

|------|-------|

| The org CMDB feature is not enabled yet (org gate still closed) | service-itsm-agentic-setup-cmdb-configure (Layers 0–2 — enable the feature first, then return here) |

| The running user lacks CMDB access, or lacks Type Manager for bundle management | service-itsm-agentic-setup-cmdb-access-assign (Layer 3 — grant the user CMDB access, including Type Manager, then return here) |

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Reference file index

| File | When to read |

|------|--------------|

| references/mcp-invocation.md | Exact mcp__headless-360__* call shapes for the bundle catalog + install calls, response envelopes, the install schema lookup, and the error table |