Tools · Services

salesforce

Changes things

Search Salesforce records; query SOQL/SOSL; read accounts/opportunities/contacts; log activities.

When to use: Use this for Salesforce CRM lookups (accounts, opportunities, contacts), SOQL/SOSL queries, and activity logging. Writes are gated behind allow_writes; log_activity is always allowed.

Example

The call

tool call

{
  "tool": "salesforce",
  "arguments": {
    "action": "list_opportunities",
    "query": "stage:Negotiation"
  }
}

Needs Salesforce credentials

So it isn't run here, and no output is shown: nothing on this page is made up.

Parameters

Name	Type	Description
action*	string	—`searchqueryget_recordlist_accountslist_opportunitieslist_contactscreate_recordupdate_recordlog_activity`
query	string	SOSL query string for the search action.
soql	string	SOQL query string for the query action.
sobject	string	Salesforce object API name (Account, Contact, ...).
record_id	string	—
fields	object	Field name → value map for create/update.
subject	string	—
description	string	—
related_to_id	string	Id of the Account / Opportunity / other record the activity relates to (mapped to Task.WhatId).
limit	integer	—

* required

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salesforce

Example

Parameters

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