Salesforce
Actions available through AgenCo secure gateway. All credentials are stored in the cloud vault — never exposed locally.
Actions
| Action | Description |
|---|---|
| query_records | Executes SOQL queries to retrieve CRM data across objects |
| search_records | Performs SOSL searches across multiple objects |
| create_account | Creates new company account records in the CRM |
| get_account | Retrieves account details including related contacts and opportunities |
| create_contact | Creates new contact records associated with accounts |
| create_lead | Adds new lead records for sales pipeline |
| create_opportunity | Creates new sales opportunities with stage and value |
| update_record | Modifies existing records across any Salesforce object |
| create_case | Opens new support cases for customer issues |
| describe_object | Gets metadata about object fields and relationships |
How to Use
Always search first to discover exact tool names and their input schemas, then call the tool.
Step 1: Search for the tool
bash
agenco search-tools '{"queries":["salesforce query records"]}'
The response includes toolName (exact name) and inputSchema (required/optional parameters).
Step 2: Call the tool
Use the exact toolName and match the inputSchema from the search results:
bash
agenco call-tool '{"toolName":"<toolName from search>","input":{...}}'
Example
bash
# Find the right tool
agenco search-tools '{"queries":["salesforce query records"]}'
# Call it (use the exact toolName and schema from the search result)
agenco call-tool '{"toolName":"salesforce_query_records","input":{...}}'
If Salesforce is not connected, run
agenco list-connected-integrationsto check, then connect it via the Shield UI.