Salesforce

Give your agents the Salesforce REST API — run SOQL queries, create and update any object, describe schema, and run bulk composite operations — through agntdata.

Overview

The Salesforce connection lets deployed agents work with any Salesforce org: run SOQL queries and SOSL searches across your data; create, read, update, upsert, and delete records for any standard object (Account, Contact, Opportunity, Lead, Case) or custom object (*__c) through a single generic interface; describe object metadata (fields, picklists, relationships); run composite (bulk) operations of up to 200 records; and read org limits.

• Base URL: https://api.agntdata.dev/v1/connections/salesforce
• Salesforce auth: OAuth 2.0 — connect your Salesforce org once from the dashboard. agntdata resolves your org’s instance URL from the connection and attaches a fresh access token to every call, so you never pass an Authorization header, an instance host, or an API version yourself. Access tokens are refreshed in the background.
• MCP tools: agents call connection_salesforce_* tools, e.g. connection_salesforce_query, connection_salesforce_create_record, connection_salesforce_describe_sobject.

Salesforce is a generic integration — there are no per-object tools. Pass any object’s API name as the sobject path segment (/sobjects/Account, /sobjects/Invoice__c). Call describe_sobject first to learn an object’s field API names before building a query or a create/update body. Reads go through query (SOQL), search (SOSL), or get_record by id; queries page automatically — pass the trailing locator from nextRecordsUrl to query_more. update_record is a PATCH that returns 204 No Content. delete_record and composite_delete are destructive (records move to the Recycle Bin) — leave them off an agent you don’t want deleting data.

Setup

1. Connect Salesforce

   In the agntdata dashboard open Integrations, pick Salesforce, and click Connect. You’ll be redirected to Salesforce to authorize the org you want to connect and grant API access.

2. Pick Salesforce tools

   In an agent’s Tools panel, add the Salesforce tools the agent needs — for example query, get_record, create_record, update_record, and describe_sobject. Destructive delete tools ship too; leave them off an agent you don’t want deleting records.

Examples

Query accounts (SOQL)

curl -G "https://api.agntdata.dev/v1/connections/salesforce/query" \
  -H "Authorization: Bearer $AGNTDATA_API_KEY" \
  --data-urlencode "q=SELECT Id, Name, Industry FROM Account WHERE CreatedDate = THIS_MONTH LIMIT 50"

Read a record by id

curl "https://api.agntdata.dev/v1/connections/salesforce/sobjects/Account/001XXXXXXXXXXXXXXX?fields=Name,Industry" \
  -H "Authorization: Bearer $AGNTDATA_API_KEY"

Describe an object’s fields

curl "https://api.agntdata.dev/v1/connections/salesforce/sobjects/Contact/describe" \
  -H "Authorization: Bearer $AGNTDATA_API_KEY"

Create a record

curl -X POST "https://api.agntdata.dev/v1/connections/salesforce/sobjects/Account" \
  -H "Authorization: Bearer $AGNTDATA_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"Name":"Acme Corp","Industry":"Technology"}'

Update a record (returns 204)

curl -X PATCH "https://api.agntdata.dev/v1/connections/salesforce/sobjects/Account/001XXXXXXXXXXXXXXX" \
  -H "Authorization: Bearer $AGNTDATA_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"Industry":"Finance"}'

Bulk-create records (composite, up to 200)

curl -X POST "https://api.agntdata.dev/v1/connections/salesforce/composite/sobjects" \
  -H "Authorization: Bearer $AGNTDATA_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"allOrNone":false,"records":[{"attributes":{"type":"Account"},"Name":"Acme Corp"},{"attributes":{"type":"Account"},"Name":"Globex"}]}'

Delete a record

curl -X DELETE "https://api.agntdata.dev/v1/connections/salesforce/sobjects/Account/001XXXXXXXXXXXXXXX" \
  -H "Authorization: Bearer $AGNTDATA_API_KEY"