Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| SF_PASSWORD | Yes | Salesforce password | |
| SF_USERNAME | Yes | Salesforce username | |
| SF_LOGIN_URL | Yes | Salesforce login URL (https://login.salesforce.com for production, https://test.salesforce.com for sandbox) | |
| SF_SECURITY_TOKEN | Yes | Salesforce security token | |
| SLACK_WEBHOOK_URL | No | Slack webhook URL for notifications (optional) |
Capabilities
Features and capabilities supported by this server
| Capability | Details |
|---|---|
| tools | {} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| check_order_status | Check an order's shipping status, carrier, tracking number, and ETA |
| create_return | Create a return order for a single line item in an order using standard Salesforce objects |
| email_return_label | Email the customer a PDF return label for an approved return order |
| update_case_status | Update a case status with optional priority and assignment changes |
| create_case_from_return | Create a case from an existing return order for tracking and follow-up |
| send_slack_alert | Send a Slack alert notification |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |