Instant Connections

Abort a Bulk API 2.0 query job in UploadComplete or InProgress state. Requires the job creator or Manage Data Integrations permission. Completed, failed, or already aborted jobs cannot be aborted. Does not delete the job.

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.

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 CRM write; confirm the correct lead and campaign before calling.

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. Allow a brief propagation delay before querying updated ownership or field values after rule application.

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.

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.

Creates a persisted copy of an existing Salesforce report under a new name.

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'.

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

Create a scheduled report, dashboard or Analytics notification with delivery actions.

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.

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 the rest of the ingest-job family has no obtainable job_id.

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.

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.

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.

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 automation tasks.

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.

Create a Salesforce folder, optionally beneath an existing parent folder.

Append shares to a Salesforce folder without replacing its share list.

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.

Create a Salesforce UI API list view for a standard or custom object.

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.

Creates a new opportunity in Salesforce with the specified information.

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.

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 object types. All records succeed or all fail together.

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.

Create a Salesforce Flow version through the Tooling API.

Create a supported Salesforce Tooling API sObject record.

Create an active or inactive Salesforce validation rule through Tooling API.

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

Permanently delete one Salesforce analytics notification by ID.

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

Permanently deletes a contact from Salesforce. This action cannot be undone. Associated records (activities, opportunities) lose the contact reference upon deletion — ensure related data is migrated or acceptable to lose before proceeding. Returns HTTP 204 with empty body on success.

Delete a Salesforce dashboard by moving it to the Recycle Bin.

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

Delete a Salesforce report or dashboard folder by ID.

Delete one report or dashboard folder share. Requires manage access to the folder.

Delete a Bulk API 2.0 ingest job and its stored job data and metadata.

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.

Delete a saved Salesforce report by moving it to the Recycle Bin.

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 delete up to 200 records in one request with optional rollback. Use when you need to delete multiple records efficiently, reducing API calls.

Delete one or a batch of translated Survey flow fields (REST API 48.0+).

Delete one Tooling API metadata record by object name and Salesforce ID.

Get dashboard metadata, components, filters, layout, and running user.

Retrieve columns, filters, ordering, and generated SOQL for a list view.

Describe a Salesforce report type's fields, filters and default metadata.

Describe a Tooling API object's fields, URLs, and child relationships.

Discover one page of Apex and automated flow tests without running them.

Download the binary Body field of a legacy Salesforce Attachment record.

Execute up to 25 dependent Salesforce data API subrequests in one call. Can create, update, or delete records. Inspect every returned httpStatusCode: HTTP 200 on the outer call does not imply all subrequests succeeded. Supports optional rollback and collation; binary subrequests are not supported.

Execute up to 25 independent JSON Salesforce REST subrequests serially. Successful mutations commit immediately and are not rolled back when a later subrequest fails. Subrequests can create, update, or delete data. Multipart binary batch uploads are not supported by this action.

Execute a global (non-object-specific) quick action (POST /quickActions/{actionName}). The 'Get quick actions' action lists the available global quick actions, but only object-scoped quick actions could be executed before — this runs the global ones. Distinct from the sObject-scoped execute (POST /sobjects/{type}/quickActions/{name}).

Invoke any standard or custom invocable action by name (POST /actions/standard/{name} or /actions/custom/{name}). The 'Get standard/custom invocable actions' actions enumerate the available actions (including Flows and Apex invocable methods), but previously only emailSimple and invocableApplyLeadAssignmentRules could actually be run — this executes any of them generically. Returns one result per input.

Tool to execute a specific quick action on an sObject to create records with pre-configured defaults. Use when you need to leverage Salesforce Quick Actions to streamline record creation with field mappings and default values.

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

Execute up to 25 mixed GET, POST, PUT, PATCH, or DELETE Tooling API requests, including at most five queries. The optional all-or-none setting rolls back supported changes when a subrequest fails.

Tool to retrieve multiple Salesforce records in a single request with customizable field selection. Use when you need to fetch data for multiple records at once (up to 200 records).

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

Retrieves Salesforce objects (standard and custom) with detailed metadata. Each object includes a 'custom' field to identify custom objects. Note: the underlying Global Describe (/sobjects) is not paginated — it returns every object in one call — so the page/page_size parameters here are CLIENT-SIDE convenience slicing of that full list, not a server cursor. The full list is fetched on every call, and a page past the end returns an empty slice. 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.

Retrieve a Salesforce analytics notification or subscription by ID and source.

Get maximum and remaining notification limits for a selected source.

Return the raw text body of one Salesforce Apex debug log.

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

Discover App Menu types or retrieve Lightning/mobile menu items or headers.

Find available Salesforce Scheduler resources and time slots without booking an appointment.

Find available Salesforce Scheduler time slots without booking appointments.

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.

Retrieves multiple records of the same object type by IDs with a request body. Use when you need to retrieve more records than URL length limits allow (up to 2000 records vs ~800 via GET).

Tool to check consent preferences for a SINGLE action (e.g. email, track, fax, phone, solicit, shouldForget) across one or more records (Contact, Lead, User, Person Account, or Individual). Returns a result per identifier; the 'proceed' object is keyed by the requested action, not a fixed set of actions. To query multiple actions at once, use the /consent/multiaction endpoint instead.

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

Retrieves a Salesforce Contact by its unique ID; the ID must correspond to an existing Contact record in Salesforce.

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

Read details and status for selected dashboard components without refreshing or saving.

Validate dashboard filter options against report fields without saving changes.

Read dashboard component refresh status without triggering a refresh.

List visible Knowledge data category groups or retrieve one category's children.

List record IDs and deletion times for one Salesforce object and time window.

Retrieve an Embedded Service deployment's configuration or response headers.

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 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.

Get a report or dashboard folder's details, ancestors, and sharing URLs.

Retrieve one explicit access entry for a report or dashboard folder.

Lists the explicit access entries for a report or dashboard folder.

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.

Retrieve status, processing counts, and metadata for one Bulk API 2.0 ingest job.

Read compilation results for invalid Apex classes and triggers (API 68.0+).

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 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 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.

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.

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

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.

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 get lookup field suggestions with POST request. Use when editing lookup fields with dependent lookup filtering or when you need to pass source record context in the request body.

Poll a Metadata API deployment request and optionally return detailed results.

Retrieve an object's alternate named layout by its discovered layout name.

Retrieves a specific note by ID from Salesforce, returning all available fields. Notes with IsPrivate=true require the integration user to have sufficient permissions; inaccessible private notes will not be returned.

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.

Retrieve object-level UI layout metadata without requiring a record ID.

Retrieves a specific opportunity 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 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.

Tool to get values for all picklist fields of a record type, including dependent picklists. Use when you need to retrieve available picklist options for a specific object and record type, especially for dependent picklist hierarchies.

Read a platform event schema by event API name or schema ID, without publishing events.

List Salesforce approval processes grouped by object, or read their headers.

Read active workflow rules or their headers, globally, by object, or by rule ID.

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.

List up to five parallel result download links for a completed Bulk API 2.0 query job. Use the same connection API version used to create the job (58.0 or later), otherwise Salesforce returns 409. This lists links, not the CSV result data. Continue with the locator from nextRecordsUrl until done is true.

Tool to retrieve global and object-specific quick actions from Salesforce. Use when you need to list all available quick actions in the organization.

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.

Tool to get available actions on record edit pages. Use when you need to retrieve metadata about actions (standard actions, custom actions, quick actions, productivity actions) displayed on the record edit page for specific records.

Tool to get actions on related lists for record detail pages. Use when you need to retrieve metadata about all available actions (standard buttons, quick actions, custom buttons, and productivity actions) that can be performed on records within a specific related list context.

Tool to get a batch of related list user preferences from Salesforce. Use when retrieving display preferences, column widths, or sort orders for multiple related lists simultaneously.

Tool to retrieve related list records with request body parameters for filtering and pagination. Use when you need to get records from a related list associated with a parent record with complex query parameters. Returns up to 1,999 records per related list with pagination support.

Get the current user's relevant record IDs grouped by Salesforce object.

Read a report's available filter fields, optionally intersecting other reports.

Gets the results of a report instance created by running a report. Poll `attributes.status` until it equals 'Success' before parsing results. Response data is nested under `factMap` and `reportExtendedMetadata`; an empty `factMap` or zero rows is a valid successful result, not an error.

Download an image embedded in a Salesforce record's rich text area field.

Discover available Salesforce Scheduler REST resources and their URIs.

Retrieves search result layout information for specified sObjects. Use when you need to understand which fields are displayed in search results for objects.

Get the connected user's default global search scope and object order.

Returns a list of suggested searches based on the user's query string. Use when you want to help users discover relevant search terms before performing a search.

Read a legacy self-service user's password expiration status or headers.

Get basic sObject metadata, related resource URLs, and recent records.

Tool to retrieve a Salesforce record by matching an external ID field value. Use when you need to find a record using a custom external identifier instead of the Salesforce ID. The field specified must be marked as an External ID in Salesforce.

Tool to retrieve multiple records of the same sObject type in a single API call. Use when you need to fetch up to 200 records by their IDs. Returns an array of sObjects with the specified fields.

Retrieve compact layouts and record type assignments for a Salesforce object.

Retrieve only HTTP headers for an object's approval or compact layouts.

Retrieve an object's page layouts and record-type mappings, or HTTP headers.

Tool to retrieve basic information about a specific list view for an sObject. Use when you need to get list view metadata including its ID, label, developer name, and URLs for accessing results and detailed descriptions.

Tool to retrieve list views for a specified sObject. Use when you need to discover available filtered views of records for objects like Account, Contact, Lead, or Opportunity.

Retrieves metadata description of PlatformAction SObject. Use when you need to understand the structure and fields of PlatformAction for querying UI actions.

Retrieves default field values for a quick action in a specific record context. Use when you need to pre-populate fields when creating related records through quick actions.

Retrieves default field values for a specific quick action on an sObject. Use when you need to understand what fields will be automatically populated when executing the quick action.

List an object's quick actions, including global actions, or retrieve headers only.

Tool to retrieve a single Salesforce record by ID from any sObject type. Use when you need to get detailed information about a specific record.

Retrieves records by traversing sObject relationships using friendly URLs. Use when you need to get related records through a relationship field (e.g., all Contacts for an Account).

Tool to retrieve layout metadata for a specific record type on an object. Use when you need detailed information about page layouts, field positioning, sections, quick actions, related lists, and buttons for a particular record type.

Retrieves approval layouts for a specified Salesforce object. Use when you need to understand which fields are displayed in approval pages or to dynamically build approval interfaces.

Tool to retrieve a list of sObject records that have been updated within a given timeframe. Use when you need to synchronize records or track changes to specific sObject types over a time period.

Retrieves the root of the Support Knowledge REST API. Use when you need to access knowledge articles and data category information.

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 user's visible knowledge articles and data categories from Salesforce Knowledge. Use when you need to access published, draft, or archived articles based on user permissions.

Read translated Survey Flow field values individually or in a batch.

List all tabs available to the current user, or inspect their HTTP headers.

Tool to get icons and colors for Salesforce UI themes. Use when you need to retrieve theme information for objects in the organization.

Retrieve available Apex system symbol or Visualforce markup completions.

Retrieve one FlexiPage metadata record by its Tooling API ID.

Retrieve one complete Tooling API metadata record by object name and ID.

Tool to get lookup field actions for a Salesforce object. Use when you need to retrieve available actions for lookup fields on a specific object type (e.g., Account, Contact).

Tool to retrieve header actions available on the MRU (Most Recently Used) list view for a specified Salesforce object. Use when you need to get available actions, buttons, and quick actions for an object's list view.

Tool to get available actions on related lists for a record detail page. Use when you need to retrieve metadata about actions (standard actions, custom actions, quick actions, productivity actions) displayed on related lists for a specific parent record.

Tool to get personalized navigation items for a specific Salesforce app. Use when you need to retrieve the navigation tabs that a user has access to within an application.

Retrieves list view metadata for the Account AllAccounts view using Salesforce UI API. Use when you need to understand the structure, columns, filters, and sorting of the standard AllAccounts list view.

Tool to get list view metadata from Salesforce UI API. Use when you need to retrieve configuration details for a list view including columns, filters, sorting, and permissions.

Retrieves list view metadata for the Account __SearchResult view using Salesforce UI API. Use when you need to understand the structure, columns, filters, and sorting of search results for Accounts.

Tool to get list views for a Salesforce object. Use when you need to retrieve available list views with options to filter by recent usage and search.

Tool to retrieve layout, field metadata, and record data in a single response. Use when you need comprehensive information including UI layout configuration, object metadata, and actual record values with child relationships.

Tool to retrieve user preferences for a specific related list on an object. Use when you need to get display settings, column widths, or sort preferences for related lists in Salesforce UI.

Retrieves information about the current user or a specific user in Salesforce.

Tool to return HTTP headers for custom invocable actions without response body. Use when you need to check resource availability and metadata before executing full requests or to validate resource state conditionally.

Tool to return HTTP headers for standard invocable actions metadata without response body. Use when you need to perform efficient cache validation, check for metadata changes, or reduce bandwidth usage before retrieving full action metadata.

Tool to return HTTP headers for AppMenu Salesforce1 mobile navigation items without response body. Use when you need to check resource metadata, validate cache (via ETag or Last-Modified), or test endpoint availability without data transfer overhead.

Tool to return HTTP headers for process rules of an sObject without retrieving the response body. Use when you need to check if process rules exist for an sObject or retrieve metadata like ETag and Last-Modified headers.

Tool to return HTTP headers for Quick Actions resource without response body. Use when you need to inspect metadata before retrieving full Quick Actions content or to validate resource availability.

Tool to return HTTP headers for sObject quick action default values by context ID without response body. Use when you need to check resource availability, verify cache validation headers (ETag, Last-Modified), or optimize API calls by avoiding unnecessary data transfer.

Tool to return HTTP headers for all global publisher layouts without response body. Use when implementing cache validation strategies, efficient resource polling, or checking if layouts have been modified without transferring layout data.

Tool to return HTTP headers for a specific sObject quick action without response body. Use when you need to check ETag or Last-Modified headers before fetching full content or to validate quick action availability.

Tool to return HTTP headers for User password resource without response body. Use when you need to check user password metadata and expiration status efficiently without retrieving the full response content.

Lists accounts from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection. Results paginate via nextRecordsUrl with up to ~2000 rows per page. REQUEST_LIMIT_EXCEEDED requires exponential backoff; INVALID_FIELD or INSUFFICIENT_ACCESS_OR_READONLY errors indicate profile or field-level restrictions — simplify SELECT/WHERE clauses.

List Analytics notifications or report/dashboard subscriptions by source.

Tool to list CRM Analytics templates available in the org. Use when you need to discover available templates for creating Analytics apps.

List available Salesforce REST API versions, release labels, and root URLs.

List one page of Salesforce Bulk API ingest or query jobs with optional filters.

Lists campaigns from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection. Results returned under `response_data.records`; use `Id` (not `Name`) to identify campaigns in downstream operations.

List Experience Cloud sites available to the connected Salesforce user.

Lists contacts from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection. Results are returned under `response_data.records`; check `response_data.done` and `response_data.totalSize` for pagination — use OFFSET or `nextRecordsUrl` until `done=true` to retrieve all 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.

Lists dashboards with basic metadata including name, ID, and URLs. Note: the Analytics REST API (GET /analytics/dashboards) returns only up to ~200 recently-viewed dashboards, not the org's entire dashboard catalog.

Lists available email templates in Salesforce with filtering and search capabilities.

List one page of a Salesforce folder's immediate child folders.

List one page of visible Salesforce folders, optionally filtered by content type.

List eligible folder share recipients without granting any access.

Lists leads from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection. Results are paginated; follow nextRecordsUrl in the response to retrieve subsequent pages — the first page may silently omit matching records beyond the page limit.

Lists notes from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection. Designed specifically for Note and ContentNote objects.

Lists opportunities from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection. Results are paginated up to ~2000 rows per batch; check `done`, `totalSize`, and `nextRecordsUrl` fields to detect and retrieve additional pages, or use a SOQL `LIMIT` clause to cap results. For complex queries rejected by this tool, use `SALESFORCE_RUN_SOQL_QUERY` instead.

Lists pricebook entries from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection. Use this to map product names to pricebook entry IDs needed for opportunity line items. When using returned IDs with SALESFORCE_ADD_OPPORTUNITY_LINE_ITEM, always filter with WHERE IsActive = true — inactive entries cause REQUIRED_FIELD_MISSING or INVALID_CROSS_REFERENCE_KEY errors.

Lists pricebooks from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection. Use this to map pricebook names to IDs.

List recently used list views for a Salesforce object.

List records recently viewed or referenced by the connected Salesforce user.

List available report or dashboard filter operators by field data type.

List asynchronous runs of a Salesforce report, including status and results URLs.

Lists reports with basic metadata including name, ID, and URLs. Note: the Analytics REST API (GET /analytics/reports) returns only up to ~200 recently-viewed reports, not the org's entire report catalog.

List report types available to the connected Salesforce user.

Retrieves the list of standard actions that can be statically invoked. Use when you need to discover available standard invocable actions like posting to Chatter, sending email, or sending custom notifications.

List available Salesforce Tooling API objects and their metadata.

Logs a completed phone call as a task in Salesforce with call-specific details like duration, type, and disposition.

Creates an EmailMessage record to log email activity in Salesforce, associating it with related records. Requires EmailMessage insert permissions enabled at the org level; some orgs block this entirely.

Transfers ownership of multiple records to a new owner in a single operation using Salesforce's composite API for better performance. Operation has no rollback; all provided records are reassigned immediately.

Tool to execute RESTful search using parameters instead of SOSL clause. Use when you need to search across Salesforce objects with simple GET requests (URL parameters) or complex POST requests (JSON body with advanced filtering). POST method supports DataCategories, networks, orderBy constraints, and per-object filtering.

Tool to upsert up to 200 records using external ID field matching. Use when you need to create or update multiple records efficiently in a single API call based on an external ID field.

Tool to execute multiple related REST API requests in a single transactional call with up to 500 subrequests per graph. Use when you need to perform multiple Salesforce operations atomically where all operations must succeed or fail together. Supports referencing output from one request as input to subsequent requests using @{referenceId.fieldName} syntax.

Tool to create up to 200 records in one request using sObject Collections. Use when you need to create multiple records of potentially different sObject types efficiently in a single API call.

Tool to execute parameterized search across Salesforce objects with advanced filtering. Use when you need to search for records using specific search terms with fine-grained control over which objects to search, which fields to return, and additional filtering criteria.

Submit records for approval, or approve/reject pending work items as an assigned approver. Requires a configured approval process. Bulk successes commit independently; inspect each result's success and errors.

Tool to execute SOQL queries including soft-deleted and archived records. Use when you need to query records that have been deleted via merge or delete operations, or when accessing archived Task and Event records.

Retrieve the next page of SOQL results using a query locator (GET /query/{queryLocator}). SOQL queries return at most ~2000 rows per response plus a nextRecordsUrl when more remain; this action follows that locator. Call it repeatedly, passing each response's nextRecordsUrl, until done=true. Without it, run_soql_query / query results beyond the first page are unreachable.

Trigger an asynchronous refresh of a Salesforce dashboard's cached data.

Removes a lead or contact from a campaign by deleting the CampaignMember record. Provide either the member_id (lead/contact ID) or the specific campaign_member_id.

Replace a folder's entire share list, removing omitted shares. Requires manage access.

Reset a legacy self-service user's password and email them a reset link.

Retrieves details for a Salesforce Lead by its ID; the specified Lead ID must exist in Salesforce.

Retrieves all available Opportunity records, representing potential revenue-generating deals, from Salesforce.

Runs a report synchronously (GET /analytics/reports/{id}?includeDetails=true) and returns the results in one call. This does NOT create an asynchronous report instance — for that, use the async run resource. Results are returned in a nested structure (factMap, reportExtendedMetadata), not a flat record list; an empty factMap/rows is a valid result. Avoid repeated calls when freshness allows.

Run a Salesforce report asynchronously (POST /analytics/reports/{id}/instances). Returns an instance id and status; the report runs in the background. Retrieve results later with get_report_instance using the returned instance id. Use this (instead of the synchronous run_report) for large reports or to avoid blocking. Without this action, get_report_instance had no obtainable instance id.

Run a report synchronously with transient metadata overrides.

Executes a SOQL query against Salesforce data. Returns records matching the query with pagination support.

Enqueue explicitly selected Apex or automated flow test classes and methods. Returns a job ID immediately, not test outcomes. Query ApexTestRunResult and ApexTestResult for completion and results; does not select suites or org-wide test levels.

Run methods from one Apex or automated flow test class synchronously. Select Apex tests by class ID or name; select flow tests by name.

Create a saved report, or update selected fields when report_id is provided.

Search for Salesforce accounts using criteria like name, industry, type, location, or contact information. Always provide at least one filter parameter; omitting all filters returns a broad, slow listing. Owner/territory filtering is unsupported — use SALESFORCE_RUN_SOQL_QUERY for ownership-based filters. Use SALESFORCE_GET_ACCOUNT to fetch complete field data for a specific record. Unsupported filter fields may be silently ignored — verify results reflect intended criteria.

Search for Salesforce campaigns using multiple criteria like name, type, status, date range, or active status. Requires access to the Campaign object (Marketing User feature must be enabled in the org). For complex sorting (multi-field ORDER BY), use SALESFORCE_RUN_SOQL_QUERY instead.

Search Salesforce Contact records (not Leads — use SALESFORCE_SEARCH_LEADS for those) using name, email, phone, account, or title. All parameters support partial/fuzzy matching, so results may include unrelated records; post-filter client-side for exact matches. Partial matches and common names can return multiple contacts — always confirm the correct contact by its 18-character Id before passing to write operations like SALESFORCE_LOG_CALL or SALESFORCE_CREATE_TASK. A response with totalSize=0 is a valid 'not found' outcome. Provide at least one search criterion; omitting all returns a broad, slow result set. Returned Ids are 18-character strings and must be used as-is in downstream tools.

Search for Salesforce Knowledge articles with titles matching the search query. Returns auto-suggest results for Knowledge articles based on title matches.

Search for Salesforce leads using criteria like name, email, phone, company, title, status, or lead source. At least one search criterion should be provided — omitting all parameters results in a broad, slow listing of arbitrary records. Partial matches on name, email, and company may return multiple candidates; confirm Email or Company field values before using a lead ID in downstream operations.

Search for Salesforce notes using multiple criteria like title, body content, parent record, owner, or creation date. Provide at least one filter criterion — omitting all filters returns a broad, slow, noisy listing.

Search for Salesforce opportunities using multiple criteria like name, account, stage, amount, close date, or status. Apply at least one filter to avoid broad result sets. Partial-match searches may return multiple similar records; verify the correct record by Id before downstream use.

Search for Salesforce tasks using multiple criteria like subject, status, priority, assigned user, related records, or dates. Always provide at least one filter criterion — no filters produces broad, slow results. For complex filtering not supported here, use SALESFORCE_RUN_SOQL_QUERY.

Search Tooling API metadata records with a SOSL statement.

Sends an email through Salesforce with options for recipients, attachments, and activity logging. Can partially succeed — check per-recipient success/failure status rather than treating the call as all-or-nothing. For large recipient lists, use SALESFORCE_SEND_MASS_EMAIL instead.

Sends an email using a predefined Salesforce email template with merge field support.

Sends an email to each recipient immediately and irreversibly, using a template or custom subject/body (requires either a valid template_id or both subject and body). Recipients are processed in batches of up to 150 via the emailSimple action. IMPORTANT: this sends one individual email per recipient, so it consumes the org's daily single-email allocation and can hit send/rate limits on large recipient lists — it is not a true bulk/marketing-email mechanism. The response is a `results` array with one entry per recipient; inspect each entry's `success` and `errors`, since individual recipients can fail even when the overall call succeeds.

Replace one legacy self-service user's password with the supplied password.

Set or reset a Salesforce user's password. Provide new_password to set a specific value (silent). Omit new_password to RESET: this is destructive — it invalidates the user's current password and emails them a reset link, and does NOT return a password. This endpoint never returns a generated password.

Tool to update specific fields in an existing Salesforce sObject record. Use when you need to modify one or more fields in a record without affecting other fields.

Tool to check whether a Salesforce user's password has expired. Use when you need to verify password expiration status for a specific user.

Submit a ZIP package to the Salesforce Metadata API for deployment.

Tool to execute SOQL queries against Salesforce Tooling API metadata objects. Use when you need to query metadata components like ApexClass, ApexTrigger, ValidationRule, WorkflowRule, FieldDefinition, or EntityDefinition. The Tooling API exposes objects that use the external object framework and provides granular access to metadata components for development and deployment tasks.

Trigger all active workflow rules for records, regardless of evaluation criteria.

Updates an existing account in Salesforce with the specified changes. Only provided fields will be updated.

Save changes to an analytics notification's schedule, delivery or subscription settings.

Updates an existing campaign in Salesforce with the specified changes. Only provided fields will be updated.

Updates an existing contact in Salesforce with the specified changes. Only provided fields will be updated. Returns HTTP 204 with no body on success; use SALESFORCE_GET_CONTACT to verify applied changes. Org-level validation rules, duplicate rules, or field-level permissions may reject correctly formatted requests with HTTP 400; inspect the error response to identify the constraint.

Update the Metadata representation of one CustomField Tooling record.

Saves metadata changes to an existing Salesforce dashboard.

Tool to update a favorite's properties in Salesforce UI API. Use when you need to reorder favorites or modify their display properties.

Rename a Salesforce report or dashboard folder by its ID.

Update the access level of one existing report or dashboard folder share.

Updates an existing lead in Salesforce with the specified changes. Only provided fields will be updated.

Tool to update user preferences for a Salesforce list view including column widths, text wrapping, and display order. Use when you need to customize how columns appear in a list view.

Updates an existing note in Salesforce with the specified changes. Only provided fields will be updated.

Updates an existing opportunity in Salesforce with the specified changes. Only provided fields will be updated. Returns HTTP 204 with empty body on success; call SALESFORCE_GET_OPPORTUNITY afterward to read updated values. Updates may fail with FIELD_CUSTOM_VALIDATION_EXCEPTION or REQUIRED_FIELD_MISSING — inspect the error message to identify the offending field.

Tool to update a record's data in Salesforce via UI API. Use when you need to modify field values on an existing record. Salesforce validation rules are enforced. Pass If-Unmodified-Since header to prevent conflicts.

Tool to update user preferences for a specific related list on an object in Salesforce. Use when customizing display settings such as column widths, text wrapping, column ordering, and sorting preferences for related lists.

Update up to 200 Salesforce records by ID in one request.

Updates an existing task in Salesforce with new information. Only provided fields will be updated.

Delete and replace a draft Flow version with updated Tooling API Metadata. Salesforce assigns the replacement a different ID but does not return that ID.

Update a supported Salesforce Tooling API record by object name and ID.

Upload a file to Salesforce Files home via the Connect REST API. Use when you need to attach files to records or store them in a user's personal library. File size limit: 50 MB per request.

Tool to upload CSV data to a Salesforce Bulk API v2 ingest job. Use after creating a job and before closing it. Only ONE upload is allowed per job - multiple uploads will fail. After upload, close the job with state 'UploadComplete' to begin processing.

Tool to upsert records using sObject Rows by External ID. Use when you need to create or update a Salesforce record based on an external ID field value - creates a new record if the external ID doesn't exist, or updates the existing record if it does.

Add or update Survey Flow field translations individually or in a batch.

Return the identity (email, name, org) of the connected Salesforce account.

Add one or more gifts (donations) to an existing gift batch in Blackbaud Raiser's Edge NXT. Use this tool when you need to: - Append new gifts to an open batch for later processing - Batch multiple donations together before committing them - Add gifts with detailed information (payments, splits, custom fields) Prerequisites: - The batch must already exist (use a create batch action first if needed) - The batch must be in "open" status (not committed) - You need the batch_id (system record ID) and constituent_id (donor ID) for each gift Note: This action returns response details for all HTTP status codes (including errors). Check the status_code field in the response to determine success (200) vs errors (4xx/5xx).

Retrieves comprehensive gift details from Blackbaud Raiser's Edge NXT by gift ID. Use this tool when you need to fetch detailed information about a specific gift including: - Gift amount and currency - Donor/constituent information - Gift type and status - Important dates (gift date, post date) - Associated metadata and custom fields The gift_id is the unique system record ID (integer) that identifies the gift in Raiser's Edge NXT.

Retrieves comprehensive membership details from Blackbaud Raiser's Edge NXT by member junction ID. Fetches detailed information about a specific membership including program name, category/subcategory, membership status and standing (Active, Lapsed), start/expiration dates, dues information, and associated constituent ID. Requires a valid member_junction_id (GUID) that uniquely identifies a membership junction record linking a constituent to a membership program in Raiser's Edge NXT. Returns error information in the response object for graceful error handling in agent workflows.

Retrieves payment transaction details from Blackbaud SKY Payments API. Use this to check transaction status, amounts, payment methods, and error details. Transaction IDs come from payment processing endpoints, checkout callbacks, batch operations, or webhook notifications. Requires: Payments API subscription key (Bb-Api-Subscription-Key) and OAuth Bearer token. This retrieves existing transactions; it does not process new payments.

Tool to interact with Blackbaud OneRoster OAuth2 base endpoints. Use to fetch OpenID configuration (/.well-known/openid-configuration), JWKS key set (publickeys), or obtain an access token via the client credentials grant. Ensure client credentials are configured before using the token operation.

Tool to get brand details by brand ID. Use after obtaining the brand identifier.

Tool to list all brands in the account. Use after confirming account is authenticated.

Tool to create a brand-scoped custom field. Use when you need to define and register a new custom field for a specific brand.

Tool to edit an existing custom field. Use when you need to update a custom field's properties after creation.

Tool to list documents sent on behalf of users. Use when fetching and filtering documents you've sent or on behalf of others.

Tool to edit a draft or sent document. Use when updating files, recipients, or document settings before finalizing the document.

Tool to extend a document's expiry date. Use before signing to prolong a document's deadline.

Tool to list documents in My Documents with filters. Use when you need to fetch and filter documents based on various criteria.

Tool to remove authentication from a document. Use when you need to disable signer authentication on an existing document before the signing process.

Tool to send a document for eSignature. Use when you need to deliver documents to recipients for signing.

Tool to list team documents. Use when a team or account admin needs to retrieve all team documents with optional filters.

Tool to create an embedded request link. Use after specifying title and signers to generate an embeddable URL for in-app document preparation and sending.

Helper action to upload a file to R2 temp via the Xava file pipeline, returning a key that can be passed to FileUploadable fields in other actions (e.g., BrandLogo in brand create).

Tool to get remaining BoldSign API credits count. Use after authenticating your BoldSign account.

Tool to attach a file from a provided URL to a task. The file will be downloaded and attached asynchronously. Use when you need to add a file attachment to a task from a URL source.

Tool to create a new comment on a DART task. Use when you need to add feedback, notes, or discussion to a specific task. Supports markdown formatting and threaded replies via parentId.

Tool to add a time tracking entry to a DART task. Use when you need to record time spent on a specific task. The finishedAt timestamp must be after startedAt.

Tool to create a new doc in Dart. Use when you need to record a new document that the user intends to write down. By default, the created doc will be in the Docs folder unless a specific folder is specified.

Tool to create a new task in DART with title and optional metadata. Use when you need to add a task to a workspace.

Tool to move an existing doc to the trash where it can be recovered if needed. Use when you need to delete a doc without permanently removing it.

Tool to delete an existing task in Dart by moving it to trash. Use when a task needs to be removed but can be recovered later.

Tool to retrieve workspace configuration including dartboards, folders, types, statuses, and more. Use when you need to understand available options in the workspace.

Tool to retrieve an existing doc with metadata and content. Use when you need to access a specific document's details including title, folder, and text content.

Tool to retrieve an existing task with full details including title, dartboard, status, and description. Use when you need to fetch complete information about a specific task.

Tool to list comments for a task with filtering options. Use when you need to retrieve comments on a specific task. Supports filtering by author, text content, date range, and pagination. Can be ordered by date or hierarchical thread structure.

Tool to list docs with filtering and search capabilities. Use when you need to retrieve documents from DART with filters like folder, title, text content, or full-text search. Supports pagination and custom ordering by creation date, update date, or title.

Tool to search help center articles by semantic similarity to query. Use when you need to find relevant help articles based on a short search query (1-5 words). Returns up to two most relevant articles.

Tool to list tasks with powerful filtering options. Use when you need to retrieve tasks from DART with filters like dartboard, status, assignee, tags, priority, dates, or completion state. Supports pagination and custom ordering.

Tool to move a task to a specific position within its dartboard. Use when you need to reorder tasks in a list. Specify either afterTaskId or beforeTaskId to position the task.

Tool to retrieve a skill by its exact title from the workspace. Use when you need to find details about a specific skill including its ID and instructions.

Tool to update an existing doc in Dart. Use when you need to modify a document's title, folder location, or content. Any properties not specified will remain unchanged.

Tool to update an existing task in DART with new properties. Use when you need to modify a task's title, status, assignees, or other attributes. Only properties specified in the request will be updated.