salesforce_connector

Parameters schema

{
  "type": "object",
  "required": [
    "action"
  ],
  "properties": {
    "action": {
      "enum": [
        "salesforce_get_account_by_id",
        "salesforce_get_account_by_keywords",
        "salesforce_get_opportunity_by_id",
        "salesforce_list_my_tasks",
        "salesforce_search_contacts",
        "salesforce_search_leads",
        "salesforce_search_opportunities",
        "salesforce_whoami"
      ],
      "type": "string",
      "description": "salesforce_get_account_by_id: Gets the account with related info: contacts, leads, notes, calls, opportunities, tasks, emails, and events (up to 10 it | salesforce_get_account_by_keywords: Searches for accounts in Salesforce and returns them with related info: contacts, leads, notes, calls, opportunities, ta | salesforce_get_opportunity_by_id: Gets a single opportunity with enriched related data: contact roles, line items, open tasks, and recent notes. [Breadth- | salesforce_list_my_tasks: Lists tasks assigned to you in Salesforce with optional filters.  Excludes call logs and email activities — only shows a | salesforce_search_contacts: Searches for contacts in Salesforce with optional filters.  At least one filter (query, account_id, or title) must be pr | salesforce_search_leads: Searches for leads in Salesforce with optional filters.  Always excludes already-converted leads. Use owner='me' (defaul | salesforce_search_opportunities: Searches for opportunities (deals) in Salesforce with optional filters.  Returns a paginated list of opportunities with  | salesforce_whoami: Get information about the currently authenticated Salesforce user.  This is typically the first tool called to establish"
    },
    "params": {
      "type": "object",
      "description": "Action-specific parameters. salesforce_get_account_by_id: {account_id: string} | salesforce_get_account_by_keywords: {query: string, limit?: integer, page?: integer} | salesforce_get_opportunity_by_id: {opportunity_id: string} | salesforce_list_my_tasks: {status?: string, due_date_from?: string, due_date_to?: string, overdue_only?: boolean, account_or_opportunity_id?: string, limit?: integer, page?: integer} | salesforce_search_contacts: {query?: string, account_id?: string, title?: string, limit?: integer, page?: integer} | salesforce_search_leads: {query?: string, status?: string, owner?: string, lead_source?: string, created_after?: string, limit?: integer, page?: integer} | salesforce_search_opportunities: {query?: string, stage?: string, close_date_from?: string, close_date_to?: string, owner?: string, min_amount?: number, limit?: integer, page?: integer} | salesforce_whoami: none"
    }
  }
}

• Data resourceSalesforce REST API

  Salesforce · crm

  name mention0.75

Parent server