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.

Adds a contact to a campaign by creating a CampaignMember record, allowing you to track campaign engagement.

Adds a lead to a campaign by creating a CampaignMember record, allowing you to track campaign engagement.

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

Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.

Associates a contact with an account by updating the contact's AccountId field.

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

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.

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.

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

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 graph (compared to 25 for regular composite requests) and allow referencing outputs from previous subrequests using @{referenceId.fieldName} syntax.

Creates a new account in Salesforce with the specified information.

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.

Creates a new campaign in Salesforce with the specified information.

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.

Creates a new contact in Salesforce with the specified information.

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.

Creates a new lead in Salesforce with the specified information.

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

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.

Creates a new note attached to a Salesforce record with the specified title and content.

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

Creates a new opportunity in Salesforce with the specified information.

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.

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.

Creates a new task in Salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.

Retrieves the list of custom actions including Flow actions, Apex actions, and invocable processes. Use when you need to discover available custom invocable actions in your Salesforce organization.

Permanently deletes an account from Salesforce. This action cannot be undone.

DEPRECATED: Permanently deletes an existing Lead object from Salesforce using its unique ID.

Permanently deletes a campaign from Salesforce. This action cannot be undone.

Permanently deletes a contact from Salesforce. This action cannot be undone.

Tool to permanently delete a file from Salesforce. Use when you need to remove a file and its content. This operation cannot be undone.

Tool to delete a Salesforce Bulk API v2 query job. Use when you need to permanently remove a job and its associated data. Only the user who created the job can delete it, and the job must be in a completed state.

Permanently deletes a lead from Salesforce. This action cannot be undone.

Permanently deletes a note from Salesforce. This action cannot be undone.

Permanently deletes an opportunity from Salesforce. This action cannot be undone.

Tool to delete a single Salesforce record by its ID. Use when you need to permanently remove a specific record from Salesforce. This operation is idempotent - deleting the same record multiple times returns success. Works with standard and custom objects.

Tool to retrieve all available Salesforce objects with metadata and organization settings. Use when you need to discover which sObjects exist in the organization, check object capabilities, or retrieve organization encoding and batch size limits. Supports conditional requests via If-Modified-Since header to avoid fetching unchanged data.

DEPRECATED: Executes the provided SOQL query against Salesforce; the query must begin with 'SELECT'.

Execute a SOSL search to search across multiple Salesforce objects. Use when you need to search for text across multiple object types simultaneously.

DEPRECATED: Use this action to retrieve a Salesforce Account by its unique ID, which must be a valid and existing Salesforce Account ID; you can optionally specify a comma-delimited list of fields to return.

DEPRECATED: Fetches SObjects from `/sobjects` based on caller-set 'If-Modified-Since' (returns objects modified after a date, or 304 status if none) or 'If-Unmodified-Since' (returns objects if unmodified since a date, or 412 status if modified) HTTP headers.

Tool to retrieve comprehensive metadata and information about a specified file in Salesforce. Use when you need detailed file information including ownership, sharing settings, download URLs, and rendition status.

Returns information about the objects with which the specified file has been shared. Use when you need to understand who has access to a specific file in Salesforce.

Tool to get data for a batch of records from Salesforce UI API. Use when you need to retrieve multiple records in a single API call (up to 200 records).

Retrieves a specific account by ID from Salesforce, returning all available fields.

Tool to get a Salesforce org's active theme and directory of supported objects. Use when you need to discover available objects that are supported by the User Interface API, including their CRUD permissions, labels, and theme information.

Retrieves all Salesforce objects (standard and custom) with detailed metadata. Each object includes a 'custom' field to identify custom objects. Use when you need to discover available objects or their capabilities.

Retrieves all fields (standard and custom) for a Salesforce object with complete metadata including field types, constraints, picklist values, and relationships.

Gets all navigation items (tabs) that the user has access to. Use when you need to retrieve available navigation tabs for display or navigation purposes.

Tool to get metadata about a specific Salesforce app by ID. Use when you need to retrieve app configuration details and navigation items for a particular application.

Tool to discover available REST API resources for a specified Salesforce API version. Use when you need to find available endpoints and their URIs for a specific API version.

Tool to get metadata for all apps a user has access to. Use when you need to list available Salesforce applications or check app navigation items. Metadata for the selected app includes tabs on the app's navigation bar, while other apps don't include tab details.

Retrieves a specific campaign by ID from Salesforce, returning all available fields.

Tool to access Chatter resources directory. Use when you need to discover available Chatter feeds, groups, users, email digest controls, emojis, extensions, or streams.

Tool to get child records for a specified parent record and child relationship name. Use when you need to retrieve related records from a parent-child relationship in Salesforce, such as getting all Contacts for an Account or all Opportunities for an Account. Results are paginated with configurable page size.

Tool to retrieve compact layout information for multiple Salesforce objects. Use when you need to display object data in compact form for Lightning Experience, mobile apps, or custom interfaces.

Tool to retrieve a list of available composite resources in Salesforce. Use when you need to discover which composite API endpoints are available for batch operations.

Tool to retrieve aggregated consent preferences across multiple records for a specific action. Use when you need to check if users have consented to email, tracking, fax, or other actions across Contact, Lead, User, Person Account, or Individual objects.

Tool to fetch consent settings for Lead, Contact, User, Person Account, or Individual records. Use when you need to determine if you can proceed with a specific action (like email, call, track) based on customer consent preferences.

Retrieves a specific contact by ID from Salesforce, returning all available fields.

Gets detailed metadata for a specific dashboard including its components, layout, and filters.

Tool to retrieve header actions on list views. Use when you need to get available actions, buttons, and quick actions displayed on a specific list view header in Salesforce.

Returns the binary content of a Salesforce file, including references to external files. Use when you need to download or retrieve the actual file data from Salesforce.

Tool to retrieve actions displayed in the Salesforce Global Actions menu with metadata. Use when you need to discover available global actions, quick actions, or custom buttons in the UI.

Tool to retrieve failed records from a Salesforce Bulk API 2.0 ingest job. Use when you need to get records that failed during a bulk operation, including error messages and original data.

Tool to retrieve information about a Salesforce Bulk API v2 query job. Use when you need to check the status and details of a query job.

Retrieves results for a completed Bulk API v2 query job in CSV format. Supports pagination for large datasets via maxRecords and locator parameters.

Tool to retrieve successfully processed records from a Salesforce Bulk API 2.0 ingest job. Use when you need to get records that were successfully created or updated during a bulk operation.

Tool to retrieve unprocessed records from a Salesforce Bulk API 2.0 ingest job. Use when you need to get records that were not processed during a bulk operation, typically due to job abortion or interruption.

Retrieves the app the current user last selected or the app the user sees by default. Use when you need to determine which application the user is currently working in or should be using.

Retrieves a specific lead by ID from Salesforce, returning all available fields.

Tool to retrieve organization limits with max and remaining allocations. Use when you need to check API usage, storage limits, or other resource consumption in Salesforce.

Tool to retrieve total record counts for specified Salesforce objects. Use when you need to check storage usage or understand data volume for specific sObjects.

Returns a collection of list views associated with a Salesforce object. Use when you need to discover available list views for an object like Account, Contact, or Opportunity.

Tool to retrieve metadata for multiple list views in a single batch request. Use when you need to get list view configuration, columns, filters, and sorting for multiple list views at once.

Returns list view metadata by object and list view API name. Use when you need to retrieve complete metadata information for a specific list view, including display columns, filters, sort order, permissions, and user preferences.

Retrieves paginated record data for a specified list view using the object and list view API names. Use when you need to fetch records that match a specific list view's filters and sorting criteria. Returns the same data that powers Lightning Experience list views.

Returns record data for a list view by its ID. Use when you need to retrieve records from a specific Salesforce list view.

Retrieves the results of a list view for a specified sObject. Returns column definitions and record data with a 2,000 record limit per response.

Tool to retrieve lookup field suggestions for editing lookup fields with search filtering. Use when searching for records to populate a lookup field, supporting typeahead, recent, and full-text search.

Tool to retrieve record data for an object's most recently used (MRU) list view. Use when you need to get the records that a user has recently accessed for a specific Salesforce object type.

Tool to retrieve MRU list view metadata for a Salesforce object. Use when you need to understand the structure and configuration of the most recently used list view for an object.

Retrieves a specific note by ID from Salesforce, returning all available fields.

DEPRECATED: Retrieves a Salesforce Note object by its ID, optionally specifying which fields to return; the Note ID must exist.

Retrieves a specific opportunity by ID from Salesforce, returning all available fields.

Tool to list information about limits in your Salesforce org. Use when you need to check resource allocations and usage.

Tool to execute a simple parameterized search in Salesforce using GET method. Use when you need to perform a quick search across all Salesforce objects with just a search term. For advanced filtering options, use the POST parameterizedSearch endpoint instead.

Tool to retrieve available photo actions for Salesforce pages. Use when you need to get photo management actions for user or group pages. Currently, only group and user pages support photo actions.