Salesforce

DEPRECATED: Creates a new Salesforce Account using a JSON POST request, requiring 'Name'; specific fields (e.g., custom, DunsNumber) may have org-level prerequisites.

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Adds a contact to a campaign by creating a CampaignMember record to track campaign engagement. Fails if the contact is already a member of the campaign; pre-check membership via SOQL before calling.

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Adds a lead to a campaign by creating a CampaignMember record, allowing you to track campaign engagement. Both `campaign_id` and `lead_id` must be valid Salesforce IDs of active, existing records — names or emails cannot be substituted, and deleted or inactive records will cause the call to fail. This is a persistent…

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Adds a product (line item) to an opportunity. The product must exist in a pricebook entry that's associated with the opportunity's pricebook.

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Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules. Allow a brief propagation delay before querying updated ownership or field values after rule application.

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Associates a contact with an account by updating the contact's AccountId field. Overwrites any existing AccountId on the contact. For broader contact field updates alongside the account association, use SALESFORCE_UPDATE_CONTACT instead.

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Clones an opportunity and optionally its products (line items). Creates a new opportunity with the same field values and products as the original.

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Creates a copy of an existing Salesforce record by reading its data, removing system fields, and creating a new record. Optionally apply field updates to the clone.

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Tool to close or abort a Salesforce Bulk API v2 ingest job. Use when you need to finalize job processing by closing (state: UploadComplete) or cancel a job by aborting (state: Aborted). This is required for every ingest job - closing queues data for processing, while aborting cancels the job and deletes uploaded data.

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Marks a task as completed with optional completion notes. This is a convenience action that updates the task status to 'Completed'.

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DEPRECATED: Use SALESFORCE_POST_COMPOSITE_GRAPH instead. Tool to execute multiple Salesforce REST API requests in a single call using composite graphs. Use when you need to perform a series of related operations that should either all succeed or all fail together. Composite graphs support up to 500 subrequests per gra…

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Creates a new account in Salesforce with the specified information. Returns the created Account's ID at `data.response_data.id`.

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Tool to create a Salesforce record using the UI API. Use when you need to create any type of Salesforce record with layout metadata and formatted field values.

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Create a Bulk API 2.0 ingest job (POST /jobs/ingest). Returns a job in the 'Open' state with an id and contentUrl. This is the first step of a bulk load: create the job here, upload CSV data to it (upload_job_data), then close it (close_or_abort_a_job with state=UploadComplete) to queue processing. Without this action…

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Create a Bulk API 2.0 query job (POST /jobs/query) for a SOQL query over a large result set. Returns a job with an id; poll get_job_info_query until state is 'JobComplete', then retrieve CSV results with get_job_query_result. Without this action the Bulk query family has no obtainable job_id.

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Creates a new campaign in Salesforce. Only `name` is universally required, but org-level validation rules commonly enforce `type`, `status`, `start_date`, and `end_date` as well — omitting them may cause creation to fail.

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DEPRECATED: Creates a new campaign record in Salesforce; if 'ParentId' is provided, it must be a valid ID of an existing Campaign record, and if 'OwnerId' is provided, it must be a valid ID of an active User.

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Creates a new contact in Salesforce with the specified information. Writes to live CRM data — obtain explicit user confirmation before executing. Failures may reflect org-specific validation rules, permission restrictions, or duplicate rules rather than invalid inputs.

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Tool to create a custom field on a Salesforce object using the Tooling API. Use when you need to add a new field (Text, Number, Checkbox, Date, Picklist, Lookup, etc.) to any standard or custom object without deploying metadata packages. The Tooling API provides direct field creation for rapid development and automati…

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Tool to create a custom object in Salesforce using the Metadata API. Use when you need to dynamically create new object types (tables) in Salesforce with custom fields and configurations.

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Creates a new lead in Salesforce. `LastName` and `Company` are required. Org-level validation rules (e.g., email format, custom required fields) may reject requests beyond these; inspect the error response body for the failing field. The created lead `id` is returned in a response wrapper, not at the top level.

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DEPRECATED: Creates a new Lead in Salesforce, requiring `LastName` and `Company` unless person accounts are enabled and `Company` is null.

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DEPRECATED: Creates a new Contact in Salesforce; 'LastName' is required, an existing 'AccountId' must be used if provided, and any custom fields (ending with '__c') must be predefined.

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Creates a new note attached to a Salesforce record with the specified title and content. Does not deduplicate — identical calls create duplicate notes. High-volume creation can trigger REQUEST_LIMIT_EXCEEDED; apply exponential backoff on retries.

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DEPRECATED: Creates a new Note record in Salesforce, associated with an existing Salesforce object via `ParentId`, automatically including a `Content-Type: application/json` header.

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Creates a new opportunity in Salesforce with the specified information.

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DEPRECATED: Creates a new Opportunity record in Salesforce; `Name`, `StageName`, and `CloseDate` are mandatory, and ensure any referenced IDs (e.g., `AccountId`, `CampaignId`) are valid and corresponding Salesforce features are enabled if used.

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Tool to create a new Salesforce SObject record. Use when you need to create any type of standard or custom Salesforce object record by specifying the object type and field values.

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Tool to create one or more sObject trees with root records of the specified type. Use when creating nested parent-child record hierarchies in a single atomic operation (e.g., Account with Contacts and Opportunities). Supports up to 200 total records across all trees, up to 5 levels deep, with maximum 5 different objec…

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Creates a new task in Salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records. Ensure who_id, what_id, and owner_id reference existing records before calling; invalid IDs cause silent linkage failures or validation errors.

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