Query Salesforce
Runs one SOQL SELECT statement and returns up to 200 records.
Free*
*Free up to 1,000,000 reads a month for the whole account, then $0.50 per 10,000 reads.
An example
What are Hotel Seeblick's latest opportunities?
Your agent callssalesforce_queryFree*
The example business is Hansen & Voss, a restaurant-equipment wholesaler in Hamburg with 60 staff. The reply is the one the tool really gives.
{
"soql": "SELECT Id, Name, StageName, Amount FROM Opportunity WHERE Account.Name = 'Hotel Seeblick' ORDER BY CloseDate DESC LIMIT 5"
}Use it when
The agent needs records that match conditions: an account's opportunities, open cases.
What it does
Run one SOQL SELECT statement in the company's org and get its records, up to 200; more says when there are others. Only reading. Free.
What comes back
records, total, and more when there are others. Every reply also carries cost_usd and balance_usd.
Inputs
| Name | Type | What it is |
|---|---|---|
soqlRequired | string | 10 to 4,000 characters. |
The call
Over MCP, call salesforce_query on https://api.conecto.chat/mcp/salesforce. Over REST:
curl -X POST https://api.conecto.chat/v1/tools/salesforce_query \
-H "Authorization: Bearer $CONECTO_KEY" \
-H "Content-Type: application/json" \
-d '{"soql":"SELECT Id, Name, StageName, Amount FROM Opportunity WHERE Account.Name = '\''Hotel Seeblick'\'' ORDER BY CloseDate DESC LIMIT 5"}'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. |
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 - Get a Salesforce record
salesforce_getOne Salesforce record by object and id, with all its fields or the ones named.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