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What is an MCP playbook?

How Elements MCP playbooks guide a complete Salesforce process end to end, what you need, and how to install one.

An Elements Model Context Protocol (MCP) playbook is a separate plugin that guides one well-defined Salesforce process from start to finish using real evidence from your org in Elements. It works through stages you can pause and resume, includes points where a person makes decisions, and hands back analysis and deliverables such as stories. A playbook analyzes only; you make every change in Salesforce.

A skill answers a question or does one task. A playbook guides a multi-stage engagement with decision points and saved progress.

What you need

  • Install and connect the core elements plugin to the Elements MCP server. A playbook adds no server or app of its own. See Connect your AI assistant to Elements for setup steps.

  • Python 3 must be available where the playbook runs scripts.

  • Each playbook page lists its plan and license requirements.

Install a playbook

Claude Code

Add the Q9Elements/elements-mcp-server marketplace if you have not already, then run:

/plugin install remove-unused-apex@elements

Claude Desktop and claude.ai

Open 'Customize' → 'Plugins', then install the playbook from the Q9Elements/elements-mcp-server marketplace under 'Yours' or 'Discover'.

Codex

Add the Q9Elements/elements-mcp-server marketplace if you have not already, then run:

codex plugin add remove-unused-apex@elements

ChatGPT

  1. Upload remove-unused-apex.zip from the repository's dist folder.

  2. The core plugin provides the Elements app; you do not need to add an app separately.

Cursor, VS Code, and other tools

Run this command, then select the playbook:

npx plugins add Q9Elements/elements-mcp-server --target <tool>

Playbooks

  • Remove Unused Apex: find the Apex your Salesforce org can safely remove. It is tested with Claude CLI and Cowork, ChatGPT (Work), and Codex CLI. See 'Remove Unused Apex'.

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