Connect Salesforce
salesforce_connectConnect the company's own Salesforce org, which stays the source of truth: the agent queries, reads and changes its records. The company makes a connected app with the OAuth client credentials flow switched on and a run-as user whose profile limits what the agent may touch, and gives the org's My Domain and the app's consumer key. Called without secret, it answers with a link for the owner, who types the consumer secret on a Conecto page, so it never passes through the chat (from_a_terminal does the same from a terminal); account.credential_added says when it is connected. The keys are checked before anything is kept. On accounts with an owner, changing an existing record waits for the owner's approval by default. Free. Free.
Tool call template
Replace each placeholder with a value matching the input schema. Only required parameters are included; add optional parameters as needed.
{
"id": 1,
"jsonrpc": "2.0",
"method": "tools/call",
"params": {
"arguments": {
"my_domain": "<my_domain>",
"client_id": "<client_id>"
},
"name": "salesforce_connect"
}
}Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| secret | No | The connected app's consumer secret. Never shown again. Leave it out to get the link instead. | |
| client_id | Yes | ||
| my_domain | Yes | Like hansen-voss.my.salesforce.com. |