The catalogue/Salesforce
Salesforce
app.salesforce
Salesforce CRM — manage accounts, contacts, opportunities, leads, cases, and run SOQL queries.
Version2.0.0
Categorycrm
AuthOAuth 2
Tools18
Transportstdio
LicenceMIT
02
Tools
18 tools the agent can call.
Every one is declared with typed parameters and returns structured results, so the host can render them instead of narrating them.
- create-accountCreate a new Salesforce account. Returns the created account ID. Params: name (required), industry?, phone?, website?, type?, description?.
- create-contactCreate a new Salesforce contact. Returns the created contact ID. Params: lastName (required), firstName?, email?, accountId?, phone?.
- create-leadCreate a new Salesforce lead. Returns the created lead ID. Params: firstName?, lastName (required), company (required), email?.
- create-opportunityCreate a new Salesforce opportunity. Returns the created opportunity ID. Params: name (required), stageName (required), closeDate (required, YYYY-MM-DD), amount?, accountId?.
- create-taskCreate a new Salesforce task. Returns the created task ID. Params: subject (required), status?, priority?, whoId?, whatId?.
- delete-recordDelete a Salesforce record. Generic tool that works with any sObject type (Account, Contact, Opportunity, Lead, Case, etc.). Params: objectType (required), recordId (required).
- describe-objectDescribe a Salesforce object's metadata. Returns fields, relationships, record type info, and other schema details. Params: objectType (required).
- get-accountRetrieve a Salesforce account by ID. Returns the full account record. Params: accountId (required).
- get-contactRetrieve a Salesforce contact by ID. Returns the full contact record. Params: contactId (required).
- get-record-by-external-idRetrieve a Salesforce record by external ID. Looks up a record using a custom external ID field. Params: objectType (required), fieldName (required), fieldValue (required).
- list-accountsList Salesforce accounts. Returns accounts with Id, Name, Industry, and Phone. Params: limit (1-200, default 50).
- list-casesList Salesforce cases. Returns cases with Id, Subject, Status, and Priority. Params: limit (1-200, default 50).
- list-contactsList Salesforce contacts. Returns contacts with Id, FirstName, LastName, and Email. Params: limit (1-200, default 50).
- list-opportunitiesList Salesforce opportunities. Returns opportunities with Id, Name, StageName, and Amount. Params: limit (1-200, default 50).
- list-tasksList Salesforce tasks. Returns tasks with Id, Subject, Status, and Priority. Params: limit (1-200, default 50).
- list-usersList Salesforce users. Returns users with Id, Name, Email, and IsActive. Params: limit (1-200, default 50).
- queryExecute a SOQL query against Salesforce. Returns query results with totalSize, done flag, and records array. Params: soql (required).
- update-recordUpdate a Salesforce record. Generic tool that works with any sObject type (Account, Contact, Opportunity, Lead, Case, etc.). Params: objectType (required), recordId (required), fields (required, object of field-value pairs).
03
Auth and permissions
What it asks for.
Declared in the manifest, in advance. The app cannot reach anything it did not ask for here.
Scopes
apirefresh_token
System secrets
CLIENT_IDCLIENT_SECRETREDIRECT_URI
User secrets
ACCESS_TOKENREFRESH_TOKENINSTANCE_URL
Reading further
The manifest and the source for Salesforce live in the monorepo, alongside the other apps.