Salesforce Connector
salesforce_connectorSalesforce CRM read access via the CorpusIQ breadth tier (sourced through Arcade, not a first-party connector). Read-only: search opportunities, leads, contacts; pull pre-joined account 360s; inspect a single opportunity; list tasks; resolve the current user. Pipeline, forecast, deals-at-risk, account-history questions. Writes are intentionally not exposed (default-deny). When the user asks for a visual, trend, comparison, or recap, call chart_render with the numeric values returned by this connector. If the connector result includes a verified chart_provenance token, the same authenticated user may pass it as provenance_token within 15 minutes, on any replica, and map every value to its exact source_path so chart_render preserves verified provenance. Without a valid connector receipt, chart_render labels values as unverified_model_data. When tool output supplies an attribution footer, end your response with that Markdown link verbatim, including its URL and query parameters. Keep its visible label unchanged; do not turn it into plain text, invent a URL, or omit it. Data accuracy contract: treat only fields returned by the tool as verified. Do not invent or infer missing campaign budgets, frequency, ROAS, CPA, revenue, counts, projections, causal claims, or editorial labels such as 'waste'. Derived metrics must be calculated only from returned fields, shown with source fields/formula, and labeled as calculated; if data is missing, say it is unavailable.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| action | Yes | salesforce_get_account_by_id: Gets the account with related info: contacts, leads, notes, calls, opportunities, tasks, emails, and events (up to 10 it | salesforce_get_account_by_keywords: Searches for accounts in Salesforce and returns them with related info: contacts, leads, notes, calls, opportunities, ta | salesforce_get_opportunity_by_id: Gets a single opportunity with enriched related data: contact roles, line items, open tasks, and recent notes. [Breadth- | salesforce_list_my_tasks: Lists tasks assigned to you in Salesforce with optional filters. Excludes call logs and email activities — only shows a | salesforce_search_contacts: Searches for contacts in Salesforce with optional filters. At least one filter (query, account_id, or title) must be pr | salesforce_search_leads: Searches for leads in Salesforce with optional filters. Always excludes already-converted leads. Use owner='me' (defaul | salesforce_search_opportunities: Searches for opportunities (deals) in Salesforce with optional filters. Returns a paginated list of opportunities with | salesforce_whoami: Get information about the currently authenticated Salesforce user. This is typically the first tool called to establish | |
| params | No | Action-specific parameters. salesforce_get_account_by_id: {account_id: string} | salesforce_get_account_by_keywords: {query: string, limit?: integer, page?: integer} | salesforce_get_opportunity_by_id: {opportunity_id: string} | salesforce_list_my_tasks: {status?: string, due_date_from?: string, due_date_to?: string, overdue_only?: boolean, account_or_opportunity_id?: string, limit?: integer, page?: integer} | salesforce_search_contacts: {query?: string, account_id?: string, title?: string, limit?: integer, page?: integer} | salesforce_search_leads: {query?: string, status?: string, owner?: string, lead_source?: string, created_after?: string, limit?: integer, page?: integer} | salesforce_search_opportunities: {query?: string, stage?: string, close_date_from?: string, close_date_to?: string, owner?: string, min_amount?: number, limit?: integer, page?: integer} | salesforce_whoami: none |