Enable CMDB Asset Discovery (Service Cloud ITSM)

Turns on Asset Discovery for CMDB by enabling the

service-cloud-itsm-discovery-integration

feature, then grants a user access to the Discovery page by assigning the IT Service Discovery Manager permission set (and its permission-set license). This is the final layer of CMDB setup — it runs only after the base CMDB feature is enabled, users have CMDB access, and the CMDB Foundation content bundle is installed. 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 skill covers the Discovery layer only — enabling the feature and granting Discovery page access to a user. The earlier CMDB layers are separate skills — see the end of this file.

Where this sits in the CMDB stack

CMDB is enabled in ordered layers, each gated on the prior one:

text

Layer 0  Org SKU / license      Org perm ITSrvcsCnfgMgmnt (verify only — no API can set it).
Layer 1  Tenant provisioning    ITOM tenant must reach status PROVISIONED (async).
Layer 2  CMDB feature           Enable service-cloud-itsm-cmdb-integration (lifts the 403 gate).
Layer 3  User access            Assign the PSL + CMDB permission sets to the user(s).
Layer 4  Content bundle         Install the CMDB Foundation (base) content bundle.
Layer 5  Asset Discovery        Enable service-cloud-itsm-discovery-integration + assign the
                                IT Service Discovery Manager permission set  ← THIS SKILL

Discovery is enabled last: it builds on the base CMDB feature and depends on the earlier layers being complete. The pre-check step below (

enableBlockedReasons

) is the authoritative signal that the prerequisites are met — if the base CMDB feature is not yet enabled, discovery cannot be enabled and the org reports a blocking reason rather than turning it on.

Enabling the feature lifts the org-level gate; the Discovery permission set gives a user the Discovery page. This skill does both: it turns Discovery on for the org (Step 2) and then assigns the target user the license-backed ItSrvcDscvrMgrPermissionSet
("IT Service Discovery Manager", backed by PSL ItSrvcDscvrMgrPsl
) so they can actually open and use the Discovery page (Steps 4–7). That permission set is distinct from the four Configuration-Item permission sets (Reader / Owner / Type Reader / Type Manager) that
service-itsm-agentic-setup-cmdb-access-assign
assigns for CMDB data — a user holding only those will not have Discovery page access. The assignment step is idempotent: if the user already holds the Discovery permission set and its license, it is skipped and reported as already-done.

Scope

In scope: pre-checking, enabling, and verifying the
```
service-cloud-itsm-discovery-integration
```
feature; and — as a follow-up — assigning the IT Service Discovery Manager permission set (and its permission-set license) to the target user so they can access the Discovery page.
Out of scope: enabling the base CMDB feature / provisioning the tenant (Layer 2 —
```
service-itsm-agentic-setup-cmdb-configure
```
), assigning the four Configuration-Item permission sets for CMDB data access (Layer 3 —
```
service-itsm-agentic-setup-cmdb-access-assign
```
), bundle installation (Layer 4 —
```
service-itsm-agentic-setup-cmdb-bundle-deploy
```
), CMDB record CRUD, Service Graph Connector configuration, identification rules, creating or editing permission sets.

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 Setup/Connect routes and the
```
/query
```
/
```
/sobjects/...
```
REST routes this skill uses are not always ranked first (or 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.

The Discovery permission set

Role	Permission set ( `Name` )	Backing PSL ( `DeveloperName` )	Grants
Discovery Manager	`ItSrvcDscvrMgrPermissionSet`	`ItSrvcDscvrMgrPsl`	Open and use the Discovery page

Resolve the permission set's

Id

and its

LicenseId

at runtime (Step 5) rather than hardcoding IDs — IDs differ per org.

Clarifying questions

Ask only what you cannot infer from conversation:

Which org? Confirm the target org and state plainly that this org will be modified (enabling the discovery feature is a write). For production, get explicit confirmation.
Which user gets Discovery page access? The user to assign the IT Service Discovery Manager role. If the request is "enable discovery for me" / "set up discovery", default to the current (running) user. Accept a username/email for someone else.

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

Workflow

All steps are sequential and gated — do not advance past a failed check. Always read before you write: run the read-only pre-check before the enable, and the assignment checks before the assign.

Step 1 — Pre-check discovery feature status (read)

The feature api name is

service-cloud-itsm-discovery-integration

text

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

```
status == ENABLED
```
→ feature already on; skip to verification (Step 3), then proceed to the access follow-up (Steps 4–7).

status == NOT_ENABLED

with

enableBlockedReasons: []

→ clear to enable (Step 2).

```
enableBlockedReasons
```
non-empty → STOP and relay each reason to the user in plain language. These are prerequisites the org still needs — most commonly the base CMDB feature is not yet enabled. Point the user to the earlier CMDB setup skills (see "Common failures") and do not attempt the enable.
```
403 FUNCTIONALITY_NOT_ENABLED
```
on this GET → the base CMDB gate itself is still closed; the org needs
```
service-itsm-agentic-setup-cmdb-configure
```
first. Stop and route the user there.

Step 2 — Enable Asset Discovery (write — confirm with the user first)

Skip this step if Step 1 already reported

ENABLED

text

dispatch({ "url": "/services/data/v67.0/connect/setup/discovery/feature/service-cloud-itsm-discovery-integration/enable", "method": "POST", "body": {} })
→ {"success": true}

Step 3 — Verify the feature (read — do NOT trust the POST response alone)

text

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

status == ENABLED
is the definitive confirmation that the feature is on. Once confirmed, continue to the access follow-up below — the feature being on does not by itself give any user the Discovery page.

Step 4 — Resolve the target user (read)

For "the current user" / "me" / "set up discovery" (do NOT use

USER_ID()

— Apex-only, rejected by the REST query API; do NOT rely on

/chatter/users/me

/connect/user-profiles/me

— they

when Chatter/Communities are off). Read the API root and parse the identity URL:

text

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

). Use that Id directly, or confirm it with a

User

query.

For a named user (username / email supplied):

text

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; ask the user to confirm the username.
More than one → STOP; list the candidates (Name + Username) and ask which one.

Step 5 — Resolve the Discovery permission set + check existing assignment (read — idempotency)

Resolve the permission set and its backing license:

text

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

Capture

Id

(the permission set) and

LicenseId

(the PSL to assign).

totalSize == 0

means the org is not licensed for Discovery — stop and report. Then check whether the user already has both:

text

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 PermissionSetLicenseAssign WHERE AssigneeId = '<userId>' AND PermissionSetLicenseId = '<pslId>'" } })

If both already exist, the role is already assigned — skip Step 6 and record it as already-done.

Step 6 — Assign the license, then the permission set (write — confirm first)

Skip whatever Step 5 shows already assigned. Assign the PSL first, then the permission set:

text

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 / no-seats error → STOP for the assignment; tell the user the Discovery license has no available seats (see
```
references/mcp-invocation.md
```
for the seat query). Do not retry.

Step 7 — Verify the assignment (read — do NOT trust the POST response alone)

Re-run the two Step 5 assignment queries. The user has Discovery page access only when both the

PermissionSetAssignment

and the

PermissionSetLicenseAssign

return

totalSize == 1

Rules / Constraints

Constraint	Rationale
Run only after the base CMDB feature is enabled	Discovery is the final layer and depends on Layers 0–4; the pre-check `enableBlockedReasons` enforces this
Read the pre-check before enabling; verify with a read after enabling	The feature is stateful; the POST response can lag the real state
Do not attempt the enable when `enableBlockedReasons` is non-empty	Those are unmet prerequisites — relay them and route the user to the earlier CMDB skills
Always follow the enable with the Discovery-Manager assignment	The feature being on does not give any user the Discovery page; the permission set is what grants page access
Resolve the user to exactly one record before assigning	Assigning to the wrong (or an ambiguous) user is hard to reverse and a security concern
Read existing assignments before assigning; assign the PSL before the permission set	The permission set is license-backed and per-user — re-assigning throws `DUPLICATE_VALUE` ; the license seat must be held for the assignment to stick
Treat `DUPLICATE_VALUE` as success	It means the user already has that access — idempotent, not an error
Never create or edit permission sets	This skill only assigns the standard Discovery permission set
Confirm the target org, user, and each write with the user	These are real, hard-to-reverse changes on a live org
Never expose internal jargon to the user	Keep record IDs, org IDs, HTTP status codes (403/500/…), API error codes ( `FUNCTIONALITY_NOT_ENABLED` , `DUPLICATE_VALUE` , …), object names ( `PermissionSetLicenseAssign` ), endpoint names, feature api names ( `service-cloud-itsm-discovery-integration` ), developer names ( `ItSrvcsCnfgMgmnt` , `ItSrvcDscvrMgrPsl` , …), and tooling internals ( `dispatch` , `headless-360` ) out of user-facing output. Translate to plain language; use human-readable names and statuses

Verification checklist

Step 1: pre-check showed
```
enableBlockedReasons: []
```
before enabling (or
```
status == ENABLED
```
already)?
Step 2: enable returned
```
success: true
```
(or skipped because already enabled)?
Step 3: verification GET shows
```
status == ENABLED
```
?
Step 4: target user resolved to exactly one record?
Step 5: Discovery permission set + license resolved; existing assignment checked (idempotency)?
Step 6: for the target user, both the permission set and its license are assigned (or already were)?
Step 7: assignment confirmed by a post-write read (not the POST response alone)?
Confirmed the target org, user, and each write with the user first?

Output expectations

text

CMDB Asset Discovery — Complete (via service-itsm-agentic-setup-cmdb-discovery-configure)

Target org: <org>
User: <name> (<username>)

  Asset Discovery ................... Enabled
  IT Service Discovery Manager ...... Assigned    (or: Already had access)

Asset Discovery is now enabled on this org and the user above can open and use the
Discovery page. This completes CMDB setup — the base feature, user access, content
bundle, and discovery are all in place.

To give additional users the Discovery page, re-run this and name each user (or use
service-itsm-agentic-setup-cmdb-access-assign for the underlying CMDB data roles).

Keep internal jargon out of user-facing output (no record IDs, HTTP status codes, error codes, object, endpoint or developer names) — say "IT Service Discovery Manager access", not the developer name. If any step fails, stop and tell the user — in plain language — which part didn't succeed and what it means for them, then point to the relevant fix. Translate any raw error (e.g. a 403 or

FUNCTIONALITY_NOT_ENABLED

) into what it means ("CMDB isn't fully set up yet"), rather than echoing the code.

Common failures (surface these in plain language)

Symptom	Likely cause	What to tell the user
Pre-check `enableBlockedReasons` non-empty	An earlier CMDB layer is incomplete (most often the base CMDB feature)	Relay each reason; finish CMDB setup first — run `service-itsm-agentic-setup-cmdb-configure` (base feature), then `-access-assign` (user access) and `-bundle-deploy` (content bundle), then retry discovery
`403 FUNCTIONALITY_NOT_ENABLED` on the status GET	Base CMDB gate still closed (CMDB feature not enabled)	Not a discovery failure — enable the base CMDB feature first with `service-itsm-agentic-setup-cmdb-configure` , then retry
Enable blocked ( `enableBlockedReasons` non-empty) after a partial setup	Missing dependency the org still needs	Relay each reason; resolve those prerequisites, then retry
Enable returned success but verification GET is not `ENABLED`	State lag or a downstream issue	Re-run the verification GET after a short wait; if it persists, treat it as not enabled and investigate
`PermissionSet` query `totalSize == 0` for `ItSrvcDscvrMgrPermissionSet`	Org not licensed for Discovery	Discovery access is not available on this org; confirm it is licensed
`400 DUPLICATE_VALUE` on the assignment	User already has Discovery page access	Not an error — report the role as already assigned
License-limit / no-seats error on the assignment	Discovery permission-set license seats exhausted	Report seats in use vs available; a seat must free up (or more licenses added) before assigning
Discovery is `ENABLED` and the feature turned on, but a user still can't open the Discovery page	The user was never assigned the Discovery permission set ( `ItSrvcDscvrMgrPermissionSet` / PSL `ItSrvcDscvrMgrPsl` )	Re-run this skill for that user (Steps 4–7) to grant "IT Service Discovery Manager" access
`dispatch*` auth error	headless-360 MCP session not authenticated / token expired	Re-authenticate the headless-360 MCP connection and confirm the session points at the intended org

Cross-skill integration

When	Skill
The base CMDB feature is not enabled yet (Discovery pre-check is blocked)	`service-itsm-agentic-setup-cmdb-configure` (Layers 0–2 — enable the base feature first, then return here)
A user needs the underlying CMDB data roles (Configuration Item Reader / Owner / Type Reader / Type Manager)	`service-itsm-agentic-setup-cmdb-access-assign` (Layer 3 — CMDB data access, distinct from Discovery page access)

Reference file index

File	When to read
`references/mcp-invocation.md`	Exact `dispatch*` url/method/body for the pre-check, enable, verify, user resolution, and Discovery-Manager assignment calls, response envelopes, the license-seat query, and error table

service-itsm-agentic-setup-cmdb-discovery-configure

NPX Install

Tags

SKILL.md Content

Enable CMDB Asset Discovery (Service Cloud ITSM)

Where this sits in the CMDB stack

Scope

Mechanism

The Discovery permission set

Clarifying questions

Workflow

Step 1 — Pre-check discovery feature status (read)

Step 2 — Enable Asset Discovery (write — confirm with the user first)

Step 3 — Verify the feature (read — do NOT trust the POST response alone)

Step 4 — Resolve the target user (read)

Step 5 — Resolve the Discovery permission set + check existing assignment (read — idempotency)

Step 6 — Assign the license, then the permission set (write — confirm first)

Step 7 — Verify the assignment (read — do NOT trust the POST response alone)

Rules / Constraints

Verification checklist

Output expectations

Common failures (surface these in plain language)

Cross-skill integration

Reference file index