Service Itsm Agentic Setup Cmdb Access Assign

Assign a User CMDB Access (Service Cloud ITSM)

Grants a specific user the ability to read and work with CMDB (Configuration Management Database) data by assigning the license-backed CMDB permission sets and their permission-set licenses. 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.

This is Layer 3 of CMDB setup. It assumes the org-level CMDB gate is already lifted (the feature is ENABLED) — that is a separate skill (service-itsm-agentic-setup-cmdb-configure, Layers 0–2). This skill grants a user access; it does not enable the feature for the org.

The gap this skill closes

Enabling the CMDB feature lifts the org-level gate, but some CMDB reads (e.g. bundleListView) also enforce user-level access. A user with no CMDB permission sets still gets 403 FUNCTIONALITY_NOT_ENABLED ("not enabled for this user") even when the feature is correctly ENABLED for the org. This skill assigns that user the CMDB permission sets so those reads succeed.

This skill is a no-op if the org feature is not enabled. User-level access has no effect until the org-level CMDB feature is ENABLED. If you find the org gate is still closed, stop and tell the user the CMDB feature must be turned on for the org first — see the cross-skill note at the end.

The four CMDB permission sets

Each is a license-backed Standard permission set; assigning it also requires (and this skill assigns) its permission-set license (PSL).

For read-only CMDB access, Reader (+ Type Reader) is the minimal set. For users who edit CMDB records, add Owner; for those who manage the type catalog, add Type Manager. If the user does not specify a role, ask (see Clarifying questions) — default to Reader + Type Reader for a viewer.

Bundle management needs Type Manager. If the user's goal is to install or manage CMDB content bundles (or they hit a 403 on a bundle-management read such as GET /connect/cmdb/bundles/details), the role that clears it is Type Manager — a user holding only Reader / Owner / Type Reader still gets 403 FUNCTIONALITY_NOT_ENABLED on bundle operations. Assign Type Manager (with its own backing PSL, ItSrvcCnfgItmTypMgrPsl) for anyone who deploys or manages bundles.

Scope

• In scope: resolving the target user, resolving the requested CMDB permission set(s), checking existing assignments, assigning the permission-set license(s) and permission set(s), and verifying.
• Out of scope: enabling the CMDB feature / provisioning the CMDB tenant (Layers 0–2 — service-itsm-agentic-setup-cmdb-configure), installing content bundles, CMDB record CRUD, creating custom permission sets, or org-permission/edition changes.

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. The standard /query and /sobjects/... REST routes this skill uses are not always indexed, so a miss does not mean the route is absent — dispatch the exact path directly (see references/mcp-invocation.md).
• mcp__headless-360__describe — pull the full input schema and canonical route before any 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 user? The username (or a name/email you can resolve to exactly one user). If the request is "give me access" / "for the current user", resolve the running user.
• Which role(s)? Reader, Owner, Type Reader, Type Manager — or "read-only access" (→ Reader + Type Reader). Default to Reader + Type Reader for a viewer if unspecified. If the user installs or manages CMDB content bundles (or is fixing a bundle-management 403), include Type Manager — bundle operations 403 without it.
• Which org? Confirm the target org and state plainly that this org will be modified (assigning permission sets is a write). For production, get explicit confirmation.

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

Workflow

Always read before you write: run the read-only checks before any assignment. All assignments are per-user and idempotent — a duplicate assignment must be treated as already-done, not an error.

Step 1 — Confirm the org-level CMDB feature is enabled (read-only, prerequisite)

User access is meaningless until the org gate is lifted. Read the feature status:

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

• status == ENABLED → proceed.
• status != ENABLED (or the call returns 403 FUNCTIONALITY_NOT_ENABLED) → STOP. Tell the user, in plain language, that CMDB has to be turned on for the org before a user can be given access, and point them to the CMDB feature-enable skill (see the cross-skill note). Do not assign anything.

Step 2 — Resolve the target user (read)

For "the current user" / "me" / "my own user" (do NOT use USER_ID() — it is Apex-only and is rejected by the REST query API; do NOT rely on /chatter/users/me or /connect/user-profiles/me — they return 403 FUNCTIONALITY_NOT_ENABLED when Chatter/Communities are off). Instead read the API root and parse the identity URL:

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

The response identity field is a URL ending in /<orgId>/<userId> (the user Id is the last path segment and starts with 005). Use that Id directly as the target user, or confirm it:

dispatch_readonly({ "url": "/services/data/v67.0/query", "method": "GET", "queryParams": { "q": "SELECT Id, Username, Name, IsActive FROM User WHERE Id = '<userId>'" } })

For a named user (username / email supplied):

dispatch_readonly({ "url": "/services/data/v67.0/query", "method": "GET", "queryParams": { "q": "SELECT Id, Username, Name, IsActive FROM User WHERE Username = '<username>'" } })

• Exactly one active user → capture the Id.
• Zero results → STOP; tell the user no matching user was found and ask them to confirm the username.
• More than one → STOP; list the candidates (Name + Username) and ask which one.
• User inactive → warn the user; assignment can still proceed but the access takes effect only when the user is active.

Step 3 — Resolve the requested permission set(s) (read)

For each requested role, resolve the permission set and its backing license:

dispatch_readonly({ "url": "/services/data/v67.0/query", "method": "GET", "queryParams": { "q": "SELECT Id, Name, LicenseId FROM PermissionSet WHERE Name = '<psName>'" } })

Use the Name values from the table above. Capture each Id (the permission set) and LicenseId (the PSL to assign). If a permission set is not found, the org likely is not CMDB-licensed — stop and report that CMDB does not appear to be set up on this org.

Step 4 — Check existing assignments (read — idempotency, permission-set-group–aware)

A role can be granted two ways, and this check must accept both — or it falsely reports an already-granted role as missing and wrongly asks to assign it:

1. Directly — a PermissionSetAssignment whose PermissionSetId is the role's own permission set.
2. Via a permission set group (PSG) — when the role's permission set is a member of a PSG the user is assigned. There the user's PermissionSetAssignment row carries a PermissionSetGroupId and its PermissionSetId is the group's internal aggregate set — not the member permission set — so a query filtering on PermissionSetId = '<psId>' returns zero even though the user effectively holds the role.

Run both permission-set reads per role; the permission set is present if either returns totalSize >= 1 (the second is a top-level semi-join — nesting it inside an OR throws MALFORMED_QUERY):

dispatch_readonly({ "url": "/services/data/v67.0/query", "method": "GET", "queryParams": { "q": "SELECT Id FROM PermissionSetAssignment WHERE AssigneeId = '<userId>' AND PermissionSetId = '<psId>'" } })dispatch_readonly({ "url": "/services/data/v67.0/query", "method": "GET", "queryParams": { "q": "SELECT Id FROM PermissionSetAssignment WHERE AssigneeId = '<userId>' AND PermissionSetGroupId IN (SELECT PermissionSetGroupId FROM PermissionSetGroupComponent WHERE PermissionSetId = '<psId>')" } })

Then check the backing license (a PSG that includes the role also assigns its backing PSL directly, so this single read already covers the PSG case):

dispatch_readonly({ "url": "/services/data/v67.0/query", "method": "GET", "queryParams": { "q": "SELECT Id FROM PermissionSetLicenseAssign WHERE AssigneeId = '<userId>' AND PermissionSetLicenseId = '<pslId>'" } })

If the permission set is present by either path and the license read returns totalSize >= 1, that role is already assigned — skip its writes and record it as already-done. Only assign what is genuinely missing, and do not re-assign the member permission set directly when the user already holds it through a PSG.

Step 5 — Assign the permission-set license, then the permission set (write — confirm first)

Confirm the target user, org, and role(s) with the user, then for each missing role assign the PSL first, then the permission set:

dispatch({ "url": "/services/data/v67.0/sobjects/PermissionSetLicenseAssign", "method": "POST", "body": { "AssigneeId": "<userId>", "PermissionSetLicenseId": "<pslId>" } })
dispatch({ "url": "/services/data/v67.0/sobjects/PermissionSetAssignment", "method": "POST", "body": { "AssigneeId": "<userId>", "PermissionSetId": "<psId>" } })

• 201 → assigned.
• 400 DUPLICATE_VALUE → the user already had it; treat as success (idempotent), not a failure.
• A license-limit error (e.g. INSUFFICIENT_ACCESS / no seats) → STOP for that role; tell the user the CMDB license has no available seats and how many are in use (see references/mcp-invocation.md for the seat query). Do not retry.

Step 6 — Verify (read — do NOT trust the POST response alone)

Re-run the Step 4 reads — both the direct and the via-PSG permission-set checks, plus the license check. A role counts as done only when its permission set is present by either path and its backing license reads back. Report per-role: assigned / already had it. Only roles confirmed present in this read count as done.

Rules / Constraints

Verification checklist

• Org CMDB feature confirmed ENABLED before any assignment?
• Target user resolved to exactly one record?
• Each requested role's permission set and backing license resolved?
• Existing assignments checked before writing (idempotency)?
• For each requested role, both the permission set and its license are assigned?
• Verified by a post-write read (not the POST response alone)?
• Confirmed the target org, user, and each write with the user first?

Output expectations

CMDB Access Assignment — Complete (via service-itsm-agentic-setup-cmdb-access-assign)
Target org: <org>User: <name> (<username>)
  Configuration Item Reader ......... Assigned  Configuration Item Type Reader .... Already had access
This user can now read CMDB data in this org. If they still can't, confirm the org'sCMDB feature is turned on (that's a separate setup step).

Keep internal jargon out of user-facing output (no record IDs, HTTP status codes, error codes, object or developer names). If any step fails, stop and tell the user — in plain language — which part didn't succeed and what it means for them. Translate any raw error (e.g. a 403 or FUNCTIONALITY_NOT_ENABLED) into what it means ("CMDB isn't turned on for this org yet"), rather than echoing the code.

Common failures (surface these in plain language)

Cross-skill integration

Reference file index