Salesforce

Create a Salesforce record

salesforce_create · Changes data · Markdown

Makes a record of any object the run-as user may create.

$0.001 a call

From your agent’s balance. A call that fails costs nothing.

An example

Add Petra Lindqvist from Hotel Seeblick as a contact.

Your agent callssalesforce_create$0.001 a call

The example business is Hansen & Voss, a restaurant-equipment wholesaler in Hamburg with 60 staff. The reply is the one the tool really gives.

With these arguments
{
  "object": "Contact",
  "fields": {
    "FirstName": "Petra",
    "LastName": "Lindqvist",
    "Email": "einkauf@hotel-seeblick.example"
  }
}
What comes back
{
  "record": {
    "id": "0035g00000Ab9XyAAJ",
    "object": "Contact",
    "created": true
  }
}

Use it when

A new contact, lead or case comes up and the team works in Salesforce.

What it does

Make a record of any object the run-as user may create, with the fields given. $0.001.

What comes back

record: id, object and created. Every reply also carries cost_usd and balance_usd.

Inputs

NameTypeWhat it is
objectRequiredstringThe object's API name, like Account, Contact, Opportunity or Case. Matches ^[A-Za-z][A-Za-z0-9_]{0,79}$.
fieldsRequiredobjectField API names and values, like {"StageName": "Closed Won", "Amount": 18400}.

The call

Over MCP, call salesforce_create on https://api.conecto.chat/mcp/salesforce. Over REST:

Terminal
curl -X POST https://api.conecto.chat/v1/tools/salesforce_create \
  -H "Authorization: Bearer $CONECTO_KEY" \
  -H "Content-Type: application/json" \
  -d '{"object":"Contact","fields":{"FirstName":"Petra","LastName":"Lindqvist","Email":"einkauf@hotel-seeblick.example"}}'

When it refuses

A refused call costs nothing and says what to do next.

CodeWhenWhat to do
not_connected409Salesforce isn't connected yet.Connect it with salesforce_connect.
vendor_rejected502Salesforce refused: the app's keys, or the run-as user may not do that.Give the run-as user the permission the message names.
invalid_input400Salesforce refused the query or the fields, or the object or id is not one.Fix what the message names; field names are API names, like StageName.

Give this to your agent.

Set up Conecto from https://conecto.chat/SKILL.md