El catálogo/Salesforce
Salesforce
app.salesforce
Salesforce CRM — manage accounts, contacts, opportunities, leads, cases, and run SOQL queries.
Versión2.0.0
Categoríacrm
AutenticaciónOAuth 2
Herramientas18
Transportestdio
LicenciaMIT
02
Herramientas
18 herramientas que el agente puede llamar.
Todas se declaran con parámetros tipados y devuelven resultados estructurados, así que el anfitrión puede renderizarlas en vez de narrarlas.
- 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
Autenticación y permisos
Qué pide.
Declarado en el manifiesto y por adelantado. La aplicación no puede alcanzar nada que no haya pedido aquí.
Permisos
apirefresh_token
Secretos de sistema
CLIENT_IDCLIENT_SECRETREDIRECT_URI
Secretos de usuario
ACCESS_TOKENREFRESH_TOKENINSTANCE_URL
Seguir leyendo
El manifiesto y el código de Salesforce están en el monorepo, junto al resto de aplicaciones.