Salesforce MCP Server for Cloudflare Workers
137 tools available in the Salesforce MCP server. Each tool can be called by AI assistants to perform specific actions.
salesforce_run_reportExecute a report and get results
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "The Salesforce Report ID"
},
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
}
}
}salesforce_get_bulk_query_statusGet the status of a bulk query job
{
"type": "object",
"required": [
"jobId"
],
"properties": {
"jobId": {
"type": "string",
"description": "The Bulk Query Job ID"
},
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
}
}
}salesforce_get_bulk_query_resultsGet results from a completed bulk query job
{
"type": "object",
"required": [
"jobId"
],
"properties": {
"jobId": {
"type": "string",
"description": "The Bulk Query Job ID"
},
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
}
}
}salesforce_refresh_dashboardRefresh a dashboard to get latest data
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "The Salesforce Dashboard ID"
},
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
}
}
}salesforce_get_companyGet a single company by ID.
Args:
Returns: The company record with all available fields.
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "Company ID"
},
"format": {
"enum": [
"json",
"markdown"
],
"type": "string"
}
}
}salesforce_list_assetsList assets from Salesforce with pagination
{
"type": "object",
"properties": {
"limit": {
"type": "integer",
"default": 20,
"maximum": 100,
"minimum": 1,
"description": "Number of assets to return"
},
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
},
"offset": {
"type": "integer",
"default": 0,
"minimum": 0,
"description": "Offset for pagination"
}
}
}salesforce_get_assetGet a specific asset by ID
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "The Salesforce Asset ID"
},
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
}
}
}salesforce_collections_deleteDelete multiple records in a single request
{
"type": "object",
"required": [
"ids"
],
"properties": {
"ids": {
"type": "array",
"items": {
"type": "string"
},
"description": "Array of record IDs to delete"
},
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
}
}
}salesforce_close_caseClose a case
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "The Salesforce Case ID"
},
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
},
"status": {
"type": "string",
"default": "Closed",
"description": "Status to set when closing"
}
}
}salesforce_get_noteGet a specific note by ID
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "The Salesforce ContentNote ID"
},
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
}
}
}salesforce_list_reportsList reports from Salesforce with pagination
{
"type": "object",
"properties": {
"limit": {
"type": "integer",
"default": 20,
"maximum": 100,
"minimum": 1,
"description": "Number of reports to return"
},
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
},
"offset": {
"type": "integer",
"default": 0,
"minimum": 0,
"description": "Offset for pagination"
}
}
}salesforce_get_reportGet a report by ID (executes the report)
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "The Salesforce Report ID"
},
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
}
}
}salesforce_list_activitiesList activities (calls, emails, tasks, etc.) from the CRM.
Args:
Returns: Paginated list of activities.
{
"type": "object",
"properties": {
"limit": {
"type": "integer",
"default": 20,
"maximum": 100,
"minimum": 1
},
"cursor": {
"type": "string"
},
"format": {
"enum": [
"json",
"markdown"
],
"type": "string"
},
"recordId": {
"type": "string",
"description": "Filter by associated record ID"
}
}
}salesforce_log_callLog a phone call in the CRM.
Args:
Returns: The created call activity.
{
"type": "object",
"required": [
"contactId",
"subject"
],
"properties": {
"notes": {
"type": "string",
"description": "Call notes/summary"
},
"subject": {
"type": "string",
"description": "Call subject/title"
},
"contactId": {
"type": "string",
"description": "Contact ID"
},
"durationMinutes": {
"type": "integer",
"description": "Call duration in minutes"
}
}
}salesforce_log_emailLog an email in the CRM.
Args:
Returns: The created email activity.
{
"type": "object",
"required": [
"contactId",
"subject",
"body"
],
"properties": {
"body": {
"type": "string",
"description": "Email body content"
},
"subject": {
"type": "string",
"description": "Email subject"
},
"contactId": {
"type": "string",
"description": "Contact ID"
}
}
}salesforce_create_taskCreate a task in the CRM.
Args:
Returns: The created task.
{
"type": "object",
"required": [
"subject"
],
"properties": {
"body": {
"type": "string",
"description": "Task description"
},
"dealId": {
"type": "string",
"description": "Associated deal ID"
},
"dueDate": {
"type": "string",
"description": "Due date (ISO 8601)"
},
"subject": {
"type": "string",
"description": "Task subject/title"
},
"companyId": {
"type": "string",
"description": "Associated company ID"
},
"contactIds": {
"type": "array",
"items": {
"type": "string"
},
"description": "Associated contact IDs"
}
}
}salesforce_list_dashboardsList dashboards from Salesforce with pagination
{
"type": "object",
"properties": {
"limit": {
"type": "integer",
"default": 20,
"maximum": 100,
"minimum": 1,
"description": "Number of dashboards to return"
},
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
},
"offset": {
"type": "integer",
"default": 0,
"minimum": 0,
"description": "Offset for pagination"
}
}
}salesforce_get_dashboardGet a specific dashboard by ID
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "The Salesforce Dashboard ID"
},
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
}
}
}salesforce_create_assetCreate a new asset in Salesforce
{
"type": "object",
"required": [
"name"
],
"properties": {
"name": {
"type": "string",
"description": "Asset name (required)"
},
"price": {
"type": "number",
"description": "Price"
},
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
},
"status": {
"type": "string",
"description": "Asset status"
},
"quantity": {
"type": "number",
"description": "Quantity"
},
"accountId": {
"type": "string",
"description": "Account ID"
},
"contactId": {
"type": "string",
"description": "Contact ID"
},
"product2Id": {
"type": "string",
"description": "Product ID"
},
"description": {
"type": "string",
"description": "Asset description"
},
"installDate": {
"type": "string",
"description": "Install date (YYYY-MM-DD)"
},
"purchaseDate": {
"type": "string",
"description": "Purchase date (YYYY-MM-DD)"
},
"serialNumber": {
"type": "string",
"description": "Serial number"
},
"usageEndDate": {
"type": "string",
"description": "Usage end date (YYYY-MM-DD)"
}
}
}salesforce_update_assetUpdate an existing asset in Salesforce
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "The Salesforce Asset ID"
},
"name": {
"type": "string",
"description": "Asset name"
},
"price": {
"type": "number",
"description": "Price"
},
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
},
"status": {
"type": "string",
"description": "Asset status"
},
"quantity": {
"type": "number",
"description": "Quantity"
},
"accountId": {
"type": "string",
"description": "Account ID"
},
"contactId": {
"type": "string",
"description": "Contact ID"
},
"description": {
"type": "string",
"description": "Asset description"
},
"installDate": {
"type": "string",
"description": "Install date"
},
"purchaseDate": {
"type": "string",
"description": "Purchase date"
},
"serialNumber": {
"type": "string",
"description": "Serial number"
},
"usageEndDate": {
"type": "string",
"description": "Usage end date"
}
}
}salesforce_delete_assetDelete an asset from Salesforce
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "The Salesforce Asset ID"
}
}
}salesforce_create_bulk_jobCreate a new bulk job for data operations
{
"type": "object",
"required": [
"object",
"operation"
],
"properties": {
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
},
"object": {
"type": "string",
"description": "Salesforce object name (e.g., Account, Contact)"
},
"operation": {
"enum": [
"insert",
"update",
"upsert",
"delete",
"hardDelete"
],
"type": "string",
"description": "Operation type"
},
"externalIdFieldName": {
"type": "string",
"description": "External ID field name (required for upsert)"
}
}
}salesforce_upload_bulk_dataUpload CSV data to a bulk job
{
"type": "object",
"required": [
"jobId",
"csvData"
],
"properties": {
"jobId": {
"type": "string",
"description": "The Bulk Job ID"
},
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
},
"csvData": {
"type": "string",
"description": "CSV data to upload"
}
}
}salesforce_close_bulk_jobClose a bulk job to start processing
{
"type": "object",
"required": [
"jobId"
],
"properties": {
"jobId": {
"type": "string",
"description": "The Bulk Job ID"
},
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
}
}
}salesforce_get_bulk_jobGet the status of a bulk job
{
"type": "object",
"required": [
"jobId"
],
"properties": {
"jobId": {
"type": "string",
"description": "The Bulk Job ID"
},
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
}
}
}salesforce_get_bulk_job_resultsGet successful results from a completed bulk job
{
"type": "object",
"required": [
"jobId"
],
"properties": {
"jobId": {
"type": "string",
"description": "The Bulk Job ID"
},
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
}
}
}salesforce_get_bulk_job_failed_resultsGet failed results from a completed bulk job
{
"type": "object",
"required": [
"jobId"
],
"properties": {
"jobId": {
"type": "string",
"description": "The Bulk Job ID"
},
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
}
}
}salesforce_abort_bulk_jobAbort a bulk job
{
"type": "object",
"required": [
"jobId"
],
"properties": {
"jobId": {
"type": "string",
"description": "The Bulk Job ID"
},
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
}
}
}salesforce_create_bulk_queryCreate a bulk query job for large data exports
{
"type": "object",
"required": [
"object",
"query"
],
"properties": {
"query": {
"type": "string",
"description": "SOQL query to execute"
},
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
},
"object": {
"type": "string",
"description": "Salesforce object name (e.g., Account, Contact)"
}
}
}salesforce_list_campaignsList campaigns from Salesforce with pagination
{
"type": "object",
"properties": {
"limit": {
"type": "integer",
"default": 20,
"maximum": 100,
"minimum": 1,
"description": "Number of campaigns to return"
},
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
},
"offset": {
"type": "integer",
"default": 0,
"minimum": 0,
"description": "Offset for pagination"
}
}
}salesforce_get_campaignGet a specific campaign by ID
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "The Salesforce Campaign ID"
},
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
}
}
}salesforce_list_companiesList companies from the CRM with pagination.
Args:
Returns: Paginated list of companies.
{
"type": "object",
"properties": {
"limit": {
"type": "integer",
"default": 20,
"maximum": 100,
"minimum": 1
},
"cursor": {
"type": "string"
},
"format": {
"enum": [
"json",
"markdown"
],
"type": "string"
}
}
}salesforce_create_campaignCreate a new campaign in Salesforce
{
"type": "object",
"required": [
"name"
],
"properties": {
"name": {
"type": "string",
"description": "Campaign name (required)"
},
"type": {
"type": "string",
"description": "Campaign type"
},
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
},
"status": {
"type": "string",
"description": "Campaign status"
},
"endDate": {
"type": "string",
"description": "End date (YYYY-MM-DD)"
},
"ownerId": {
"type": "string",
"description": "Owner user ID"
},
"isActive": {
"type": "boolean",
"description": "Whether campaign is active"
},
"startDate": {
"type": "string",
"description": "Start date (YYYY-MM-DD)"
},
"description": {
"type": "string",
"description": "Campaign description"
},
"budgetedCost": {
"type": "number",
"description": "Budgeted cost"
},
"expectedRevenue": {
"type": "number",
"description": "Expected revenue"
}
}
}salesforce_update_campaignUpdate an existing campaign in Salesforce
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "The Salesforce Campaign ID"
},
"name": {
"type": "string",
"description": "Campaign name"
},
"type": {
"type": "string",
"description": "Campaign type"
},
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
},
"status": {
"type": "string",
"description": "Campaign status"
},
"endDate": {
"type": "string",
"description": "End date"
},
"ownerId": {
"type": "string",
"description": "Owner user ID"
},
"isActive": {
"type": "boolean",
"description": "Whether campaign is active"
},
"startDate": {
"type": "string",
"description": "Start date"
},
"description": {
"type": "string",
"description": "Campaign description"
},
"budgetedCost": {
"type": "number",
"description": "Budgeted cost"
},
"expectedRevenue": {
"type": "number",
"description": "Expected revenue"
}
}
}salesforce_delete_campaignDelete a campaign from Salesforce
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "The Salesforce Campaign ID"
}
}
}salesforce_list_campaign_membersList members of a specific campaign
{
"type": "object",
"required": [
"campaignId"
],
"properties": {
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
},
"campaignId": {
"type": "string",
"description": "The Salesforce Campaign ID"
}
}
}salesforce_add_campaign_memberAdd a lead or contact to a campaign
{
"type": "object",
"required": [
"campaignId"
],
"properties": {
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
},
"leadId": {
"type": "string",
"description": "Lead ID to add"
},
"status": {
"type": "string",
"description": "Member status"
},
"contactId": {
"type": "string",
"description": "Contact ID to add"
},
"campaignId": {
"type": "string",
"description": "The Salesforce Campaign ID"
}
}
}salesforce_update_campaign_memberUpdate a campaign member status
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "The Campaign Member ID"
},
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
},
"status": {
"type": "string",
"description": "Member status"
}
}
}salesforce_remove_campaign_memberRemove a member from a campaign
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "The Campaign Member ID"
}
}
}salesforce_list_casesList cases from Salesforce with pagination
{
"type": "object",
"properties": {
"limit": {
"type": "integer",
"default": 20,
"maximum": 100,
"minimum": 1,
"description": "Number of cases to return"
},
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
},
"offset": {
"type": "integer",
"default": 0,
"minimum": 0,
"description": "Offset for pagination"
}
}
}salesforce_get_caseGet a specific case by ID
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "The Salesforce Case ID"
},
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
}
}
}salesforce_list_contractsList contracts from Salesforce with pagination
{
"type": "object",
"properties": {
"limit": {
"type": "integer",
"default": 20,
"maximum": 100,
"minimum": 1,
"description": "Number of contracts to return"
},
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
},
"offset": {
"type": "integer",
"default": 0,
"minimum": 0,
"description": "Offset for pagination"
}
}
}salesforce_create_caseCreate a new case in Salesforce
{
"type": "object",
"required": [
"subject"
],
"properties": {
"type": {
"type": "string",
"description": "Case type"
},
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
},
"origin": {
"type": "string",
"description": "Case origin"
},
"status": {
"type": "string",
"description": "Case status"
},
"ownerId": {
"type": "string",
"description": "Owner user ID"
},
"subject": {
"type": "string",
"description": "Case subject (required)"
},
"priority": {
"type": "string",
"description": "Case priority"
},
"accountId": {
"type": "string",
"description": "Related account ID"
},
"contactId": {
"type": "string",
"description": "Related contact ID"
},
"description": {
"type": "string",
"description": "Case description"
}
}
}salesforce_update_caseUpdate an existing case in Salesforce
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "The Salesforce Case ID"
},
"type": {
"type": "string",
"description": "Case type"
},
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
},
"origin": {
"type": "string",
"description": "Case origin"
},
"status": {
"type": "string",
"description": "Case status"
},
"ownerId": {
"type": "string",
"description": "Owner user ID"
},
"subject": {
"type": "string",
"description": "Case subject"
},
"priority": {
"type": "string",
"description": "Case priority"
},
"accountId": {
"type": "string",
"description": "Related account ID"
},
"contactId": {
"type": "string",
"description": "Related contact ID"
},
"description": {
"type": "string",
"description": "Case description"
}
}
}salesforce_delete_caseDelete a case from Salesforce
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "The Salesforce Case ID"
}
}
}salesforce_search_casesSearch for cases by subject or case number
{
"type": "object",
"required": [
"query"
],
"properties": {
"limit": {
"type": "integer",
"default": 20,
"maximum": 100,
"minimum": 1,
"description": "Number of results to return"
},
"query": {
"type": "string",
"description": "Search query"
},
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
}
}
}salesforce_list_case_commentsList comments on a specific case
{
"type": "object",
"required": [
"caseId"
],
"properties": {
"caseId": {
"type": "string",
"description": "The Salesforce Case ID"
},
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
}
}
}salesforce_add_case_commentAdd a comment to a case
{
"type": "object",
"required": [
"caseId",
"comment"
],
"properties": {
"caseId": {
"type": "string",
"description": "The Salesforce Case ID"
},
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
},
"comment": {
"type": "string",
"description": "The comment text"
},
"isPublic": {
"type": "boolean",
"default": false,
"description": "Whether the comment is public"
}
}
}salesforce_create_companyCreate a new company in the CRM.
Args:
Returns: The created company record.
{
"type": "object",
"required": [
"name"
],
"properties": {
"name": {
"type": "string",
"description": "Company name (required)"
},
"type": {
"type": "string",
"description": "Company type"
},
"phone": {
"type": "string",
"description": "Phone number"
},
"domain": {
"type": "string",
"description": "Company domain/website"
},
"industry": {
"type": "string",
"description": "Industry classification"
},
"description": {
"type": "string",
"description": "Company description"
},
"numberOfEmployees": {
"type": "integer",
"description": "Number of employees"
}
}
}salesforce_update_companyUpdate an existing company.
Args:
Returns: The updated company record.
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "Company ID to update"
},
"name": {
"type": "string"
},
"type": {
"type": "string"
},
"phone": {
"type": "string"
},
"domain": {
"type": "string"
},
"industry": {
"type": "string"
},
"description": {
"type": "string"
},
"numberOfEmployees": {
"type": "integer"
}
}
}salesforce_compositeExecute multiple requests in a single API call with dependencies
{
"type": "object",
"properties": {
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
},
"allOrNone": {
"type": "boolean",
"default": false,
"description": "If true, all subrequests must succeed or all fail"
}
}
}salesforce_sobject_treeCreate multiple records with parent-child relationships in a single request
{
"type": "object",
"required": [
"objectType"
],
"properties": {
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
},
"objectType": {
"type": "string",
"description": "Parent object type (e.g., Account)"
}
}
}salesforce_collections_createCreate multiple records of the same type in a single request
{
"type": "object",
"required": [
"objectType",
"records"
],
"properties": {
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
},
"records": {
"type": "array",
"items": {
"type": "string"
},
"description": "Array of records to create"
},
"objectType": {
"type": "string",
"description": "Object type (e.g., Account, Contact)"
}
}
}salesforce_collections_updateUpdate multiple records in a single request
{
"type": "object",
"required": [
"objectType"
],
"properties": {
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
},
"objectType": {
"type": "string",
"description": "Object type (e.g., Account, Contact)"
}
}
}salesforce_list_contactsList contacts from the CRM with pagination.
Returns a paginated list of contacts. Use the cursor from the response to fetch the next page.
Args:
Returns: JSON format: { items: Contact[], count, total, hasMore, nextCursor } Markdown format: Formatted table of contacts
{
"type": "object",
"properties": {
"limit": {
"type": "integer",
"default": 20,
"maximum": 100,
"minimum": 1,
"description": "Number of contacts to return"
},
"cursor": {
"type": "string",
"description": "Pagination cursor from previous response"
},
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Response format"
}
}
}salesforce_get_contactGet a single contact by ID.
Args:
Returns: The contact record with all available fields.
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "Contact ID"
},
"format": {
"enum": [
"json",
"markdown"
],
"type": "string"
}
}
}salesforce_create_contactCreate a new contact in the CRM.
Args:
Returns: The created contact record.
{
"type": "object",
"required": [
"email"
],
"properties": {
"email": {
"type": "string",
"description": "Email address (required)"
},
"phone": {
"type": "string",
"description": "Phone number"
},
"title": {
"type": "string",
"description": "Job title"
},
"source": {
"type": "string",
"description": "Lead source"
},
"lastName": {
"type": "string",
"description": "Last name"
},
"companyId": {
"type": "string",
"description": "Associated company ID"
},
"firstName": {
"type": "string",
"description": "First name"
}
}
}salesforce_update_contactUpdate an existing contact.
Args:
Returns: The updated contact record.
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "Contact ID to update"
},
"email": {
"type": "string"
},
"phone": {
"type": "string"
},
"title": {
"type": "string"
},
"lastName": {
"type": "string"
},
"companyId": {
"type": "string"
},
"firstName": {
"type": "string"
}
}
}salesforce_delete_contactDelete a contact from the CRM.
Args:
Returns: Confirmation of deletion.
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "Contact ID to delete"
}
}
}salesforce_search_contactsSearch for contacts matching criteria.
Args:
Returns: Paginated list of matching contacts.
{
"type": "object",
"required": [
"query"
],
"properties": {
"limit": {
"type": "integer",
"default": 20,
"maximum": 100,
"minimum": 1
},
"query": {
"type": "string",
"description": "Search query"
},
"format": {
"enum": [
"json",
"markdown"
],
"type": "string"
}
}
}salesforce_list_notesList notes from Salesforce with pagination
{
"type": "object",
"properties": {
"limit": {
"type": "integer",
"default": 20,
"maximum": 100,
"minimum": 1,
"description": "Number of notes to return"
},
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
},
"offset": {
"type": "integer",
"default": 0,
"minimum": 0,
"description": "Offset for pagination"
}
}
}salesforce_create_noteCreate a new note in Salesforce
{
"type": "object",
"required": [
"title"
],
"properties": {
"title": {
"type": "string",
"description": "Note title (required)"
},
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
},
"content": {
"type": "string",
"description": "Note content"
}
}
}salesforce_update_noteUpdate an existing note in Salesforce
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "The Salesforce ContentNote ID"
},
"title": {
"type": "string",
"description": "Note title"
},
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
},
"content": {
"type": "string",
"description": "Note content"
}
}
}salesforce_delete_noteDelete a note from Salesforce
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "The Salesforce ContentNote ID"
}
}
}salesforce_list_filesList files from Salesforce with pagination
{
"type": "object",
"properties": {
"limit": {
"type": "integer",
"default": 20,
"maximum": 100,
"minimum": 1,
"description": "Number of files to return"
},
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
},
"offset": {
"type": "integer",
"default": 0,
"minimum": 0,
"description": "Offset for pagination"
}
}
}salesforce_get_fileGet a specific file by ID
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "The Salesforce ContentDocument ID"
},
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
}
}
}salesforce_upload_fileUpload a new file to Salesforce
{
"type": "object",
"required": [
"title",
"pathOnClient",
"versionData"
],
"properties": {
"title": {
"type": "string",
"description": "File title (required)"
},
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
},
"description": {
"type": "string",
"description": "File description"
},
"versionData": {
"type": "string",
"description": "Base64-encoded file content (required)"
},
"pathOnClient": {
"type": "string",
"description": "Original file name with extension (required)"
}
}
}salesforce_delete_fileDelete a file from Salesforce
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "The Salesforce ContentDocument ID"
}
}
}salesforce_get_contractGet a specific contract by ID
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "The Salesforce Contract ID"
},
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
}
}
}salesforce_create_contractCreate a new contract in Salesforce
{
"type": "object",
"required": [
"accountId",
"startDate"
],
"properties": {
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
},
"status": {
"type": "string",
"description": "Contract status"
},
"ownerId": {
"type": "string",
"description": "Owner user ID"
},
"accountId": {
"type": "string",
"description": "Account ID (required)"
},
"startDate": {
"type": "string",
"description": "Start date (YYYY-MM-DD, required)"
},
"description": {
"type": "string",
"description": "Contract description"
},
"contractTerm": {
"type": "number",
"description": "Contract term in months"
}
}
}salesforce_update_contractUpdate an existing contract in Salesforce
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "The Salesforce Contract ID"
},
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
},
"status": {
"type": "string",
"description": "Contract status"
},
"ownerId": {
"type": "string",
"description": "Owner user ID"
},
"startDate": {
"type": "string",
"description": "Start date"
},
"description": {
"type": "string",
"description": "Contract description"
},
"contractTerm": {
"type": "number",
"description": "Contract term in months"
}
}
}salesforce_delete_contractDelete a contract from Salesforce
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "The Salesforce Contract ID"
}
}
}salesforce_activate_contractActivate a contract
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "The Salesforce Contract ID"
},
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
}
}
}salesforce_list_dealsList deals/opportunities from the CRM with pagination.
Args:
Returns: Paginated list of deals.
{
"type": "object",
"properties": {
"limit": {
"type": "integer",
"default": 20,
"maximum": 100,
"minimum": 1
},
"cursor": {
"type": "string"
},
"format": {
"enum": [
"json",
"markdown"
],
"type": "string"
}
}
}salesforce_get_dealGet a single deal by ID.
Args:
Returns: The deal record with all available fields.
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "Deal ID"
},
"format": {
"enum": [
"json",
"markdown"
],
"type": "string"
}
}
}salesforce_create_dealCreate a new deal in the CRM.
Args:
Returns: The created deal record.
{
"type": "object",
"required": [
"name"
],
"properties": {
"name": {
"type": "string",
"description": "Deal name (required)"
},
"amount": {
"type": "number",
"description": "Deal value"
},
"stageId": {
"type": "string",
"description": "Pipeline stage ID"
},
"currency": {
"type": "string",
"description": "Currency code"
},
"closeDate": {
"type": "string",
"description": "Expected close date (ISO 8601)"
},
"companyId": {
"type": "string",
"description": "Associated company ID"
},
"contactIds": {
"type": "array",
"items": {
"type": "string"
},
"description": "Associated contact IDs"
},
"pipelineId": {
"type": "string",
"description": "Pipeline ID"
}
}
}salesforce_update_dealUpdate an existing deal.
Args:
Returns: The updated deal record.
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "Deal ID to update"
},
"name": {
"type": "string"
},
"amount": {
"type": "number"
},
"status": {
"enum": [
"open",
"won",
"lost"
],
"type": "string"
},
"stageId": {
"type": "string"
},
"currency": {
"type": "string"
},
"closeDate": {
"type": "string"
},
"closeReason": {
"type": "string"
}
}
}salesforce_move_deal_stageMove a deal to a different pipeline stage.
Args:
Returns: The updated deal record.
{
"type": "object",
"required": [
"id",
"stageId"
],
"properties": {
"id": {
"type": "string",
"description": "Deal ID"
},
"stageId": {
"type": "string",
"description": "Target stage ID"
}
}
}salesforce_list_pipelinesList available deal pipelines and their stages.
Returns: Array of pipelines with their stages.
{
"type": "object",
"properties": {
"format": {
"enum": [
"json",
"markdown"
],
"type": "string"
}
}
}salesforce_list_eventsList calendar events from Salesforce with pagination
{
"type": "object",
"properties": {
"limit": {
"type": "integer",
"default": 20,
"maximum": 100,
"minimum": 1,
"description": "Number of events to return"
},
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
},
"offset": {
"type": "integer",
"default": 0,
"minimum": 0,
"description": "Offset for pagination"
}
}
}salesforce_get_eventGet a specific event by ID
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "The Salesforce Event ID"
},
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
}
}
}salesforce_create_eventCreate a new calendar event in Salesforce
{
"type": "object",
"required": [
"subject",
"startDateTime",
"endDateTime"
],
"properties": {
"whoId": {
"type": "string",
"description": "Related contact or lead ID"
},
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
},
"whatId": {
"type": "string",
"description": "Related record ID (Account, Opportunity, etc.)"
},
"ownerId": {
"type": "string",
"description": "Owner user ID"
},
"subject": {
"type": "string",
"description": "Event subject (required)"
},
"location": {
"type": "string",
"description": "Event location"
},
"description": {
"type": "string",
"description": "Event description"
},
"endDateTime": {
"type": "string",
"description": "End date/time (ISO format, required)"
},
"isAllDayEvent": {
"type": "boolean",
"description": "Whether this is an all-day event"
},
"startDateTime": {
"type": "string",
"description": "Start date/time (ISO format, required)"
}
}
}salesforce_update_eventUpdate an existing calendar event in Salesforce
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "The Salesforce Event ID"
},
"whoId": {
"type": "string",
"description": "Related contact or lead ID"
},
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
},
"whatId": {
"type": "string",
"description": "Related record ID"
},
"ownerId": {
"type": "string",
"description": "Owner user ID"
},
"subject": {
"type": "string",
"description": "Event subject"
},
"location": {
"type": "string",
"description": "Event location"
},
"description": {
"type": "string",
"description": "Event description"
},
"endDateTime": {
"type": "string",
"description": "End date/time (ISO format)"
},
"isAllDayEvent": {
"type": "boolean",
"description": "Whether this is an all-day event"
},
"startDateTime": {
"type": "string",
"description": "Start date/time (ISO format)"
}
}
}salesforce_delete_eventDelete a calendar event from Salesforce
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "The Salesforce Event ID"
}
}
}salesforce_list_leadsList leads from Salesforce with pagination
{
"type": "object",
"properties": {
"limit": {
"type": "integer",
"default": 20,
"maximum": 100,
"minimum": 1,
"description": "Number of leads to return"
},
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
},
"offset": {
"type": "integer",
"default": 0,
"minimum": 0,
"description": "Offset for pagination"
}
}
}salesforce_get_leadGet a specific lead by ID
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "The Salesforce Lead ID"
},
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
}
}
}salesforce_create_leadCreate a new lead in Salesforce
{
"type": "object",
"required": [
"lastName"
],
"properties": {
"email": {
"type": "string",
"description": "Email address"
},
"phone": {
"type": "string",
"description": "Phone number"
},
"title": {
"type": "string",
"description": "Job title"
},
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
},
"status": {
"type": "string",
"description": "Lead status"
},
"company": {
"type": "string",
"description": "Company name"
},
"ownerId": {
"type": "string",
"description": "Owner user ID"
},
"website": {
"type": "string",
"description": "Website URL"
},
"industry": {
"type": "string",
"description": "Industry"
},
"lastName": {
"type": "string",
"description": "Lead last name (required)"
},
"firstName": {
"type": "string",
"description": "Lead first name"
},
"leadSource": {
"type": "string",
"description": "Lead source"
},
"description": {
"type": "string",
"description": "Description"
},
"numberOfEmployees": {
"type": "number",
"description": "Number of employees"
}
}
}salesforce_update_leadUpdate an existing lead in Salesforce
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "The Salesforce Lead ID"
},
"email": {
"type": "string",
"description": "Email address"
},
"phone": {
"type": "string",
"description": "Phone number"
},
"title": {
"type": "string",
"description": "Job title"
},
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
},
"status": {
"type": "string",
"description": "Lead status"
},
"company": {
"type": "string",
"description": "Company name"
},
"ownerId": {
"type": "string",
"description": "Owner user ID"
},
"website": {
"type": "string",
"description": "Website URL"
},
"industry": {
"type": "string",
"description": "Industry"
},
"lastName": {
"type": "string",
"description": "Lead last name"
},
"firstName": {
"type": "string",
"description": "Lead first name"
},
"leadSource": {
"type": "string",
"description": "Lead source"
},
"description": {
"type": "string",
"description": "Description"
},
"numberOfEmployees": {
"type": "number",
"description": "Number of employees"
}
}
}salesforce_delete_leadDelete a lead from Salesforce
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "The Salesforce Lead ID"
}
}
}salesforce_search_leadsSearch for leads by name, email, or company
{
"type": "object",
"required": [
"query"
],
"properties": {
"limit": {
"type": "integer",
"default": 20,
"maximum": 100,
"minimum": 1,
"description": "Number of results to return"
},
"query": {
"type": "string",
"description": "Search query"
},
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
}
}
}salesforce_get_productGet a specific product by ID
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "The Salesforce Product ID"
},
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
}
}
}salesforce_convert_leadConvert a lead to an account, contact, and optionally an opportunity
{
"type": "object",
"required": [
"leadId"
],
"properties": {
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
},
"leadId": {
"type": "string",
"description": "The Salesforce Lead ID to convert"
},
"ownerId": {
"type": "string",
"description": "Owner user ID for the converted records"
},
"accountId": {
"type": "string",
"description": "Existing account ID to associate (or create new)"
},
"contactId": {
"type": "string",
"description": "Existing contact ID to associate (or create new)"
},
"convertedStatus": {
"type": "string",
"description": "Status to set on the converted lead"
},
"opportunityName": {
"type": "string",
"description": "Name for the new opportunity (omit to not create)"
},
"doNotCreateOpportunity": {
"type": "boolean",
"description": "Set to true to not create an opportunity"
}
}
}salesforce_describe_objectGet metadata about a Salesforce object including fields, relationships, etc.
{
"type": "object",
"required": [
"objectName"
],
"properties": {
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
},
"objectName": {
"type": "string",
"description": "The Salesforce object API name (e.g., Account, Contact)"
}
}
}salesforce_describe_globalGet a list of all available Salesforce objects
{
"type": "object",
"properties": {
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
}
}
}salesforce_get_limitsGet current org limits and usage
{
"type": "object",
"properties": {
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
}
}
}salesforce_list_ordersList orders from Salesforce with pagination
{
"type": "object",
"properties": {
"limit": {
"type": "integer",
"default": 20,
"maximum": 100,
"minimum": 1,
"description": "Number of orders to return"
},
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
},
"offset": {
"type": "integer",
"default": 0,
"minimum": 0,
"description": "Offset for pagination"
}
}
}salesforce_get_orderGet a specific order by ID
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "The Salesforce Order ID"
},
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
}
}
}salesforce_create_orderCreate a new order in Salesforce
{
"type": "object",
"required": [
"accountId",
"effectiveDate",
"status"
],
"properties": {
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
},
"status": {
"type": "string",
"description": "Order status (required)"
},
"accountId": {
"type": "string",
"description": "Account ID (required)"
},
"contractId": {
"type": "string",
"description": "Contract ID"
},
"description": {
"type": "string",
"description": "Order description"
},
"pricebook2Id": {
"type": "string",
"description": "Pricebook ID"
},
"effectiveDate": {
"type": "string",
"description": "Effective date (YYYY-MM-DD, required)"
},
"opportunityId": {
"type": "string",
"description": "Opportunity ID"
}
}
}salesforce_update_orderUpdate an existing order in Salesforce
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "The Salesforce Order ID"
},
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
},
"status": {
"type": "string",
"description": "Order status"
},
"endDate": {
"type": "string",
"description": "End date"
},
"description": {
"type": "string",
"description": "Order description"
}
}
}salesforce_delete_orderDelete an order from Salesforce
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "The Salesforce Order ID"
}
}
}salesforce_list_order_itemsList items for a specific order
{
"type": "object",
"required": [
"orderId"
],
"properties": {
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
},
"orderId": {
"type": "string",
"description": "The Salesforce Order ID"
}
}
}salesforce_add_order_itemAdd an item to an order
{
"type": "object",
"required": [
"orderId",
"pricebookEntryId",
"quantity"
],
"properties": {
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
},
"orderId": {
"type": "string",
"description": "The Salesforce Order ID"
},
"quantity": {
"type": "number",
"description": "Quantity"
},
"unitPrice": {
"type": "number",
"description": "Unit price"
},
"description": {
"type": "string",
"description": "Item description"
},
"pricebookEntryId": {
"type": "string",
"description": "The Pricebook Entry ID"
}
}
}salesforce_update_order_itemUpdate an order item
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "The Order Item ID"
},
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
},
"quantity": {
"type": "number",
"description": "Quantity"
},
"unitPrice": {
"type": "number",
"description": "Unit price"
}
}
}salesforce_delete_order_itemDelete an order item
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "The Order Item ID"
}
}
}salesforce_activate_orderActivate an order
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "The Salesforce Order ID"
},
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
}
}
}salesforce_list_productsList products from Salesforce with pagination
{
"type": "object",
"properties": {
"limit": {
"type": "integer",
"default": 20,
"maximum": 100,
"minimum": 1,
"description": "Number of products to return"
},
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
},
"offset": {
"type": "integer",
"default": 0,
"minimum": 0,
"description": "Offset for pagination"
}
}
}salesforce_create_productCreate a new product in Salesforce
{
"type": "object",
"required": [
"name"
],
"properties": {
"name": {
"type": "string",
"description": "Product name (required)"
},
"family": {
"type": "string",
"description": "Product family"
},
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
},
"isActive": {
"type": "boolean",
"description": "Whether product is active"
},
"description": {
"type": "string",
"description": "Product description"
},
"productCode": {
"type": "string",
"description": "Product code"
}
}
}salesforce_update_productUpdate an existing product in Salesforce
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "The Salesforce Product ID"
},
"name": {
"type": "string",
"description": "Product name"
},
"family": {
"type": "string",
"description": "Product family"
},
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
},
"isActive": {
"type": "boolean",
"description": "Whether product is active"
},
"description": {
"type": "string",
"description": "Product description"
},
"productCode": {
"type": "string",
"description": "Product code"
}
}
}salesforce_delete_productDelete a product from Salesforce
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "The Salesforce Product ID"
}
}
}salesforce_list_pricebooksList pricebooks from Salesforce with pagination
{
"type": "object",
"properties": {
"limit": {
"type": "integer",
"default": 20,
"maximum": 100,
"minimum": 1,
"description": "Number of pricebooks to return"
},
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
},
"offset": {
"type": "integer",
"default": 0,
"minimum": 0,
"description": "Offset for pagination"
}
}
}salesforce_get_pricebookGet a specific pricebook by ID
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "The Salesforce Pricebook ID"
},
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
}
}
}salesforce_create_pricebookCreate a new pricebook in Salesforce
{
"type": "object",
"required": [
"name"
],
"properties": {
"name": {
"type": "string",
"description": "Pricebook name (required)"
},
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
},
"isActive": {
"type": "boolean",
"description": "Whether pricebook is active"
},
"description": {
"type": "string",
"description": "Pricebook description"
}
}
}salesforce_list_pricebook_entriesList entries for a specific pricebook
{
"type": "object",
"required": [
"pricebookId"
],
"properties": {
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
},
"pricebookId": {
"type": "string",
"description": "The Salesforce Pricebook ID"
}
}
}salesforce_create_pricebook_entryAdd a product to a pricebook
{
"type": "object",
"required": [
"pricebook2Id",
"product2Id",
"unitPrice"
],
"properties": {
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
},
"isActive": {
"type": "boolean",
"description": "Whether entry is active"
},
"unitPrice": {
"type": "number",
"description": "Unit price"
},
"product2Id": {
"type": "string",
"description": "The Product ID"
},
"pricebook2Id": {
"type": "string",
"description": "The Pricebook ID"
}
}
}salesforce_update_pricebook_entryUpdate a pricebook entry
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "The Pricebook Entry ID"
},
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
},
"isActive": {
"type": "boolean",
"description": "Whether entry is active"
},
"unitPrice": {
"type": "number",
"description": "Unit price"
}
}
}salesforce_list_quotesList quotes from Salesforce with pagination
{
"type": "object",
"properties": {
"limit": {
"type": "integer",
"default": 20,
"maximum": 100,
"minimum": 1,
"description": "Number of quotes to return"
},
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
},
"offset": {
"type": "integer",
"default": 0,
"minimum": 0,
"description": "Offset for pagination"
}
}
}salesforce_get_quoteGet a specific quote by ID
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "The Salesforce Quote ID"
},
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
}
}
}salesforce_create_quoteCreate a new quote in Salesforce
{
"type": "object",
"required": [
"name",
"opportunityId"
],
"properties": {
"name": {
"type": "string",
"description": "Quote name (required)"
},
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
},
"status": {
"type": "string",
"description": "Quote status"
},
"description": {
"type": "string",
"description": "Quote description"
},
"pricebook2Id": {
"type": "string",
"description": "Pricebook ID"
},
"opportunityId": {
"type": "string",
"description": "Related opportunity ID (required)"
},
"expirationDate": {
"type": "string",
"description": "Expiration date (YYYY-MM-DD)"
}
}
}salesforce_update_quoteUpdate an existing quote in Salesforce
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "The Salesforce Quote ID"
},
"name": {
"type": "string",
"description": "Quote name"
},
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
},
"status": {
"type": "string",
"description": "Quote status"
},
"description": {
"type": "string",
"description": "Quote description"
},
"expirationDate": {
"type": "string",
"description": "Expiration date"
}
}
}salesforce_delete_quoteDelete a quote from Salesforce
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "The Salesforce Quote ID"
}
}
}salesforce_list_quote_line_itemsList line items for a specific quote
{
"type": "object",
"required": [
"quoteId"
],
"properties": {
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
},
"quoteId": {
"type": "string",
"description": "The Salesforce Quote ID"
}
}
}salesforce_add_quote_line_itemAdd a line item to a quote
{
"type": "object",
"required": [
"quoteId",
"pricebookEntryId",
"quantity"
],
"properties": {
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
},
"quoteId": {
"type": "string",
"description": "The Salesforce Quote ID"
},
"discount": {
"type": "number",
"description": "Discount percentage"
},
"quantity": {
"type": "number",
"description": "Quantity"
},
"unitPrice": {
"type": "number",
"description": "Unit price"
},
"description": {
"type": "string",
"description": "Line item description"
},
"pricebookEntryId": {
"type": "string",
"description": "The Pricebook Entry ID"
}
}
}salesforce_update_quote_line_itemUpdate a quote line item
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "The Quote Line Item ID"
},
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
},
"discount": {
"type": "number",
"description": "Discount percentage"
},
"quantity": {
"type": "number",
"description": "Quantity"
},
"unitPrice": {
"type": "number",
"description": "Unit price"
}
}
}salesforce_delete_quote_line_itemDelete a quote line item
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "The Quote Line Item ID"
}
}
}salesforce_sync_quoteSync a quote with its opportunity
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "The Salesforce Quote ID"
},
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
}
}
}salesforce_searchPerform a global SOSL search across Salesforce objects
{
"type": "object",
"required": [
"searchTerm"
],
"properties": {
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
},
"objects": {
"type": "array",
"items": {
"type": "string"
},
"description": "List of objects to search (e.g., [\"Account\", \"Contact\"])"
},
"searchTerm": {
"type": "string",
"description": "Search term"
}
}
}salesforce_parameterized_searchPerform a parameterized search on a specific Salesforce object
{
"type": "object",
"required": [
"searchTerm",
"objectType"
],
"properties": {
"fields": {
"type": "array",
"items": {
"type": "string"
},
"description": "Fields to return"
},
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
},
"objectType": {
"type": "string",
"description": "Object type to search (e.g., Account, Contact)"
},
"searchTerm": {
"type": "string",
"description": "Search term"
}
}
}salesforce_search_suggestionsGet search suggestions for a query
{
"type": "object",
"required": [
"searchTerm",
"objectType"
],
"properties": {
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
},
"objectType": {
"type": "string",
"description": "Object type to get suggestions for"
},
"searchTerm": {
"type": "string",
"description": "Partial search term"
}
}
}salesforce_list_tasksList tasks from Salesforce with pagination
{
"type": "object",
"properties": {
"limit": {
"type": "integer",
"default": 20,
"maximum": 100,
"minimum": 1,
"description": "Number of tasks to return"
},
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
},
"offset": {
"type": "integer",
"default": 0,
"minimum": 0,
"description": "Offset for pagination"
}
}
}salesforce_get_taskGet a specific task by ID
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "The Salesforce Task ID"
},
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
}
}
}salesforce_update_taskUpdate an existing task in Salesforce
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "The Salesforce Task ID"
},
"whoId": {
"type": "string",
"description": "Related contact or lead ID"
},
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
},
"status": {
"type": "string",
"description": "Task status"
},
"whatId": {
"type": "string",
"description": "Related record ID"
},
"ownerId": {
"type": "string",
"description": "Owner user ID"
},
"subject": {
"type": "string",
"description": "Task subject"
},
"priority": {
"type": "string",
"description": "Task priority"
},
"description": {
"type": "string",
"description": "Task description"
},
"activityDate": {
"type": "string",
"description": "Due date (YYYY-MM-DD format)"
},
"isReminderSet": {
"type": "boolean",
"description": "Whether to set a reminder"
},
"reminderDateTime": {
"type": "string",
"description": "Reminder date/time"
}
}
}salesforce_delete_taskDelete a task from Salesforce
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "The Salesforce Task ID"
}
}
}salesforce_complete_taskMark a task as completed
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "The Salesforce Task ID"
},
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
}
}
}salesforce_list_usersList users from Salesforce with pagination
{
"type": "object",
"properties": {
"limit": {
"type": "integer",
"default": 20,
"maximum": 100,
"minimum": 1,
"description": "Number of users to return"
},
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
},
"offset": {
"type": "integer",
"default": 0,
"minimum": 0,
"description": "Offset for pagination"
}
}
}salesforce_get_userGet a specific user by ID
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "The Salesforce User ID"
},
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
}
}
}salesforce_get_current_userGet the currently authenticated user
{
"type": "object",
"properties": {
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
}
}
}salesforce_search_usersSearch for users by name or email
{
"type": "object",
"required": [
"query"
],
"properties": {
"limit": {
"type": "integer",
"default": 20,
"maximum": 100,
"minimum": 1,
"description": "Number of results"
},
"query": {
"type": "string",
"description": "Search query"
},
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Output format"
}
}
}