Salesforce

Execute a report and get results

Get the status of a bulk query job

Get results from a completed bulk query job

Refresh a dashboard to get latest data

Get a single company by ID. Args: - id: The company ID - format: Response format Returns: The company record with all available fields.

List assets from Salesforce with pagination

Get a specific asset by ID

Delete multiple records in a single request

Close a case

Get a specific note by ID

List reports from Salesforce with pagination

Get a report by ID (executes the report)

List activities (calls, emails, tasks, etc.) from the CRM. Args: - recordId: Filter by associated record ID (contact, company, or deal) - limit: Number of activities to return (1-100, default: 20) - cursor: Pagination cursor - format: Response format Returns: Paginated list of activities.

Log a phone call in the CRM. Args: - contactId: Contact ID the call was with - subject: Call subject/title - notes: Call notes/summary - durationMinutes: Call duration in minutes Returns: The created call activity.

Log an email in the CRM. Args: - contactId: Contact ID the email was with - subject: Email subject - body: Email body content - direction: 'sent' for outgoing, 'received' for incoming Returns: The created email activity.

Create a task in the CRM. Args: - subject: Task subject/title - body: Task description - dueDate: Due date (ISO 8601) - contactIds: Associated contact IDs - companyId: Associated company ID - dealId: Associated deal ID Returns: The created task.

List dashboards from Salesforce with pagination

Get a specific dashboard by ID

Create a new asset in Salesforce

Update an existing asset in Salesforce

Delete an asset from Salesforce

Create a new bulk job for data operations

Upload CSV data to a bulk job

Close a bulk job to start processing

Get the status of a bulk job

Get successful results from a completed bulk job

Get failed results from a completed bulk job

Abort a bulk job

Create a bulk query job for large data exports

List campaigns from Salesforce with pagination

Get a specific campaign by ID

List companies from the CRM with pagination. Args: - limit: Number of companies to return (1-100, default: 20) - cursor: Pagination cursor from previous response - format: Response format ('json' or 'markdown') Returns: Paginated list of companies.

Create a new campaign in Salesforce

Update an existing campaign in Salesforce

Delete a campaign from Salesforce

List members of a specific campaign

Add a lead or contact to a campaign

Update a campaign member status

Remove a member from a campaign

List cases from Salesforce with pagination

Get a specific case by ID

List contracts from Salesforce with pagination

Create a new case in Salesforce

Update an existing case in Salesforce

Delete a case from Salesforce

Search for cases by subject or case number

List comments on a specific case

Add a comment to a case

Create a new company in the CRM. Args: - name: Company name (required) - domain: Company domain/website - industry: Industry classification - description: Company description - numberOfEmployees: Number of employees - type: Company type (prospect, customer, partner, etc.) - phone: Phone number Returns: The created company record.

Update an existing company. Args: - id: Company ID to update - name: New company name - domain: New domain - industry: New industry - description: New description - numberOfEmployees: New employee count - type: New company type - phone: New phone number Returns: The updated company record.

Execute multiple requests in a single API call with dependencies

Create multiple records with parent-child relationships in a single request

Create multiple records of the same type in a single request

Update multiple records in a single request

List contacts from the CRM with pagination. Returns a paginated list of contacts. Use the cursor from the response to fetch the next page. Args: - limit: Number of contacts to return (1-100, default: 20) - cursor: Pagination cursor from previous response - format: Response format ('json' or 'markdown') Returns: JSON format: { items: Contact[], count, total, hasMore, nextCursor } Markdown format: Formatted table of contacts

Get a single contact by ID. Args: - id: The contact ID - format: Response format ('json' or 'markdown') Returns: The contact record with all available fields.

Create a new contact in the CRM. Args: - email: Email address (required) - firstName: First name - lastName: Last name - phone: Phone number - title: Job title - companyId: Associated company ID - source: Lead source Returns: The created contact record.

Update an existing contact. Args: - id: Contact ID to update - email: New email address - firstName: New first name - lastName: New last name - phone: New phone number - title: New job title - companyId: New associated company ID Returns: The updated contact record.

Delete a contact from the CRM. Args: - id: Contact ID to delete Returns: Confirmation of deletion.

Search for contacts matching criteria. Args: - query: Search query string - limit: Maximum results to return - format: Response format Returns: Paginated list of matching contacts.

List notes from Salesforce with pagination

Create a new note in Salesforce

Update an existing note in Salesforce

Delete a note from Salesforce

List files from Salesforce with pagination

Get a specific file by ID

Upload a new file to Salesforce

Delete a file from Salesforce

Get a specific contract by ID

Create a new contract in Salesforce

Update an existing contract in Salesforce

Delete a contract from Salesforce

Activate a contract

List deals/opportunities from the CRM with pagination. Args: - limit: Number of deals to return (1-100, default: 20) - cursor: Pagination cursor from previous response - format: Response format ('json' or 'markdown') Returns: Paginated list of deals.

Get a single deal by ID. Args: - id: The deal ID - format: Response format Returns: The deal record with all available fields.

Create a new deal in the CRM. Args: - name: Deal name (required) - amount: Deal value - currency: Currency code (e.g., 'USD', 'AUD') - stageId: Pipeline stage ID - pipelineId: Pipeline ID - closeDate: Expected close date (ISO 8601) - companyId: Associated company ID - contactIds: Associated contact IDs Returns: The created deal record.

Update an existing deal. Args: - id: Deal ID to update - name: New deal name - amount: New deal value - currency: New currency code - stageId: New pipeline stage ID - closeDate: New expected close date - status: Deal status ('open', 'won', 'lost') - closeReason: Reason for won/lost Returns: The updated deal record.

Move a deal to a different pipeline stage. Args: - id: Deal ID - stageId: Target stage ID Returns: The updated deal record.

List available deal pipelines and their stages. Returns: Array of pipelines with their stages.

List calendar events from Salesforce with pagination

Get a specific event by ID

Create a new calendar event in Salesforce

Update an existing calendar event in Salesforce

Delete a calendar event from Salesforce

List leads from Salesforce with pagination

Get a specific lead by ID

Create a new lead in Salesforce

Update an existing lead in Salesforce

Delete a lead from Salesforce

Search for leads by name, email, or company

Get a specific product by ID

Convert a lead to an account, contact, and optionally an opportunity

Get metadata about a Salesforce object including fields, relationships, etc.

Get a list of all available Salesforce objects

Get current org limits and usage

List orders from Salesforce with pagination

Get a specific order by ID

Create a new order in Salesforce

Update an existing order in Salesforce

Delete an order from Salesforce

List items for a specific order

Add an item to an order

Update an order item

Delete an order item

Activate an order

List products from Salesforce with pagination

Create a new product in Salesforce

Update an existing product in Salesforce

Delete a product from Salesforce

List pricebooks from Salesforce with pagination

Get a specific pricebook by ID

Create a new pricebook in Salesforce

List entries for a specific pricebook

Add a product to a pricebook

Update a pricebook entry

List quotes from Salesforce with pagination

Get a specific quote by ID

Create a new quote in Salesforce

Update an existing quote in Salesforce

Delete a quote from Salesforce

List line items for a specific quote

Add a line item to a quote

Update a quote line item

Delete a quote line item

Sync a quote with its opportunity

Perform a global SOSL search across Salesforce objects

Perform a parameterized search on a specific Salesforce object

Get search suggestions for a query

List tasks from Salesforce with pagination

Get a specific task by ID

Update an existing task in Salesforce

Delete a task from Salesforce

Mark a task as completed

List users from Salesforce with pagination

Get a specific user by ID

Get the currently authenticated user

Search for users by name or email