Salesforce
Get a Salesforce record
One Salesforce record by object and id, with all its fields or the ones named.
Free*
*Free up to 1,000,000 reads a month for the whole account, then $0.50 per 10,000 reads.
An example
Show me the Hotel Seeblick combi steamer opportunity.
Your agent callssalesforce_getFree*
The example business is Hansen & Voss, a restaurant-equipment wholesaler in Hamburg with 60 staff. The reply is the one the tool really gives.
With these arguments
{
"object": "Opportunity",
"id": "0065g00000Xy1AbAAJ",
"fields": [
"Name",
"StageName",
"Amount",
"CloseDate"
]
}What comes back
Use it when
A query found the record and the agent needs its details.
What it does
One record by its object and id, with all its fields or the ones named. Free.
What comes back
record: its fields. Every reply also carries cost_usd and balance_usd.
Inputs
| Name | Type | What it is |
|---|---|---|
objectRequired | string | The object's API name, like Account, Contact, Opportunity or Case. Matches ^[A-Za-z][A-Za-z0-9_]{0,79}$. |
idRequired | string | The record's id. Matches ^[A-Za-z0-9]{15}([A-Za-z0-9]{3})?$. |
fields | array of strings | The fields to show; all of them when left out. Up to 50 items. |
The call
Over MCP, call salesforce_get on https://api.conecto.chat/mcp/salesforce. Over REST:
Terminal
curl -X POST https://api.conecto.chat/v1/tools/salesforce_get \
-H "Authorization: Bearer $CONECTO_KEY" \
-H "Content-Type: application/json" \
-d '{"object":"Opportunity","id":"0065g00000Xy1AbAAJ","fields":["Name","StageName","Amount","CloseDate"]}'When it refuses
A refused call costs nothing and says what to do next.
| Code | When | What to do |
|---|---|---|
not_connected409 | Salesforce isn't connected yet. | Connect it with salesforce_connect. |
vendor_rejected502 | Salesforce refused: the app's keys, or the run-as user may not do that. | Give the run-as user the permission the message names. |
not_found404 | Salesforce has no record with that object and id. | Query first and use its id. |
invalid_input400 | Salesforce 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. |
More Salesforce tools
All 6 tools- Connect Salesforce
salesforce_connectConnects the company's Salesforce org through its own connected app.Free - Query Salesforce
salesforce_queryRuns one SOQL SELECT statement and returns up to 200 records.Free* - Create a Salesforce record
salesforce_createMakes a record of any object the run-as user may create.$0.001 a call - Change a Salesforce record
salesforce_updateChanges a Salesforce record's fields; waits for the owner by default.$0.001 a call - Disconnect Salesforce
salesforce_disconnectForgets the connected app's secret; nothing in Salesforce changes.Free
Give this to your agent.
Set up Conecto from https://conecto.chat/SKILL.md