Salesforce

Query Salesforce records using SOQL (Salesforce Object Query Language). Supports relationship queries, filtering, sorting, and pagination. Use this for flexible data retrieval when you need specific fields or complex conditions. Example: query Account records with their related Contacts.

Execute aggregate SOQL queries for reporting and analytics. Supports COUNT, SUM, AVG, MIN, MAX, and GROUP BY. Use this for generating reports, summaries, and statistical analysis of your CRM data.

Search across multiple Salesforce objects using SOSL (Salesforce Object Search Language). Ideal for finding records when you don't know which object contains the data. Searches text fields across specified objects simultaneously.

Retrieve a single Salesforce record by its ID. Returns all fields or specified fields. Use this when you have a record ID and need its full details.

Get a list of Account records with commonly needed fields. Accounts are companies or organizations in Salesforce. Use this for quick access to account data without writing SOQL.

Get Contact records with their related Account information. Contacts are individuals associated with accounts. Essential for sales outreach and relationship management.

Get Opportunity records representing potential deals. Includes stage, amount, close date, and probability. Essential for sales pipeline management and forecasting.

Get Lead records representing potential customers not yet associated with an account. Leads are unconverted prospects from marketing or sales efforts.

Get schema metadata for a Salesforce object. Returns all fields, their types, relationships, picklist values, and validation rules. Essential for understanding data structure before querying or updating.

List all Salesforce objects accessible to the current user. Returns object names, labels, and whether they're custom objects. Useful for discovering available data structures.

Get information about a Salesforce user. Returns name, email, profile, role, and activity status. Use to look up record owners or team members.

Execute a Salesforce report by ID and return its results. Reports must already exist in your Salesforce org. Great for accessing pre-built analytics.

List available reports in Salesforce. Can filter by folder or report type. Use this to discover which reports are available before running them.

Create a new record in any Salesforce object. Returns the new record's ID on success. Works with any standard or custom object including Account, Contact, Lead, Opportunity, Case, Task, Event, Note, Custom_Object__c, etc. For Task and Event, see also the dedicated create_task and create_activity convenience tools.

Update an existing Salesforce record. Only the specified fields will be modified; other fields remain unchanged.

Create a new Lead record. Leads represent potential customers from marketing efforts. Simplified interface with standard lead fields.

Convert a Lead into an Account, Contact, and optionally an Opportunity. This is a standard Salesforce process when a lead becomes a qualified prospect.

Create a new Task record. Tasks represent to-do items, calls, or follow-ups. Convenience wrapper with named parameters for common Task fields — use create_record for advanced fields.

Create a new Event (calendar activity) record. Events represent meetings, calls, or scheduled activities with start/end times. Convenience wrapper with named parameters — use create_record for advanced fields.

Delete a Salesforce record. The record is moved to the Recycle Bin and can be recovered within 15 days by an admin.