Salesforce
Salesforce CRM API 集成,具有托管 OAuth。使用 SOQL 查询记录,管理 sObject(联系人、帐户、潜在客户、商机)并执行批量操作。当用户想要与 Salesforce 数据交互时,请使用此技能。
技能说明
name: salesforce description: | Salesforce CRM API integration with managed OAuth. Query records with SOQL, manage sObjects (Contacts, Accounts, Leads, Opportunities), and perform batch operations. Use this skill when users want to interact with Salesforce data. For other third party apps, use the api-gateway skill (https://clawhub.ai/byungkyu/api-gateway). compatibility: Requires network access and valid Maton API key metadata: author: maton version: "1.0" clawdbot: emoji: 🧠 requires: env: - MATON_API_KEY
Salesforce
Access the Salesforce REST API with managed OAuth authentication. Query records using SOQL, manage sObjects, and perform CRUD operations on your Salesforce data.
Quick Start
# Query contacts
python <<'EOF'
import urllib.request, os, json
req = urllib.request.Request('https://gateway.maton.ai/salesforce/services/data/v59.0/query?q=SELECT+Id,Name,Email+FROM+Contact+LIMIT+10')
req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')
print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))
EOF
Base URL
https://gateway.maton.ai/salesforce/{native-api-path}
Replace {native-api-path} with the actual Salesforce REST API endpoint path. The gateway proxies requests to {instance}.salesforce.com (automatically replaced with your connection config) and injects your access token.
Authentication
All requests require the Maton API key in the Authorization header:
Authorization: Bearer $MATON_API_KEY
Environment Variable: Set your API key as MATON_API_KEY:
export MATON_API_KEY="YOUR_API_KEY"
Getting Your API Key
- Sign in or create an account at maton.ai
- Go to maton.ai/settings
- Copy your API key
Connection Management
Manage your Salesforce OAuth connections at https://ctrl.maton.ai.
List Connections
python <<'EOF'
import urllib.request, os, json
req = urllib.request.Request('https://ctrl.maton.ai/connections?app=salesforce&status=ACTIVE')
req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')
print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))
EOF
Create Connection
python <<'EOF'
import urllib.request, os, json
data = json.dumps({'app': 'salesforce'}).encode()
req = urllib.request.Request('https://ctrl.maton.ai/connections', data=data, method='POST')
req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')
req.add_header('Content-Type', 'application/json')
print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))
EOF
Get Connection
python <<'EOF'
import urllib.request, os, json
req = urllib.request.Request('https://ctrl.maton.ai/connections/{connection_id}')
req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')
print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))
EOF
Response:
{
"connection": {
"connection_id": "21fd90f9-5935-43cd-b6c8-bde9d915ca80",
"status": "ACTIVE",
"creation_time": "2025-12-08T07:20:53.488460Z",
"last_updated_time": "2026-01-31T20:03:32.593153Z",
"url": "https://connect.maton.ai/?session_token=...",
"app": "salesforce",
"metadata": {}
}
}
Open the returned url in a browser to complete OAuth authorization.
Delete Connection
python <<'EOF'
import urllib.request, os, json
req = urllib.request.Request('https://ctrl.maton.ai/connections/{connection_id}', method='DELETE')
req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')
print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))
EOF
Specifying Connection
If you have multiple Salesforce connections, specify which one to use with the Maton-Connection header:
python <<'EOF'
import urllib.request, os, json
req = urllib.request.Request('https://gateway.maton.ai/salesforce/services/data/v59.0/sobjects')
req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')
req.add_header('Maton-Connection', '21fd90f9-5935-43cd-b6c8-bde9d915ca80')
print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))
EOF
If omitted, the gateway uses the default (oldest) active connection.
API Reference
SOQL Query
GET /salesforce/services/data/v59.0/query?q=SELECT+Id,Name+FROM+Contact+LIMIT+10
Complex query:
GET /salesforce/services/data/v59.0/query?q=SELECT+Id,Name,Email+FROM+Contact+WHERE+Email+LIKE+'%example.com'+ORDER+BY+CreatedDate+DESC
Get Object
GET /salesforce/services/data/v59.0/sobjects/{objectType}/{recordId}
Example:
GET /salesforce/services/data/v59.0/sobjects/Contact/003XXXXXXXXXXXXXXX
Create Object
POST /salesforce/services/data/v59.0/sobjects/{objectType}
Content-Type: application/json
{
"FirstName": "John",
"LastName": "Doe",
"Email": "john@example.com"
}
Update Object
PATCH /salesforce/services/data/v59.0/sobjects/{objectType}/{recordId}
Content-Type: application/json
{
"Phone": "+1234567890"
}
Delete Object
DELETE /salesforce/services/data/v59.0/sobjects/{objectType}/{recordId}
Describe Object (get schema)
GET /salesforce/services/data/v59.0/sobjects/{objectType}/describe
List Objects
GET /salesforce/services/data/v59.0/sobjects
Search (SOSL)
GET /salesforce/services/data/v59.0/search?q=FIND+{searchTerm}+IN+ALL+FIELDS+RETURNING+Contact(Id,Name)
Composite Request (batch multiple operations)
POST /salesforce/services/data/v59.0/composite
Content-Type: application/json
{
"compositeRequest": [
{
"method": "GET",
"url": "/services/data/v59.0/sobjects/Contact/003XXXXXXX",
"referenceId": "contact1"
},
{
"method": "GET",
"url": "/services/data/v59.0/sobjects/Account/001XXXXXXX",
"referenceId": "account1"
}
]
}
Composite Batch Request
POST /salesforce/services/data/v59.0/composite/batch
Content-Type: application/json
{
"batchRequests": [
{"method": "GET", "url": "v59.0/sobjects/Contact/003XXXXXXX"},
{"method": "GET", "url": "v59.0/sobjects/Account/001XXXXXXX"}
]
}
sObject Collections Create (batch create)
POST /salesforce/services/data/v59.0/composite/sobjects
Content-Type: application/json
{
"allOrNone": true,
"records": [
{"attributes": {"type": "Contact"}, "FirstName": "John", "LastName": "Doe"},
{"attributes": {"type": "Contact"}, "FirstName": "Jane", "LastName": "Smith"}
]
}
sObject Collections Delete (batch delete)
DELETE /salesforce/services/data/v59.0/composite/sobjects?ids=003XXXXX,003YYYYY&allOrNone=true
Get Updated Records
GET /salesforce/services/data/v59.0/sobjects/{objectType}/updated/?start=2026-01-30T00:00:00Z&end=2026-02-01T00:00:00Z
Get Deleted Records
GET /salesforce/services/data/v59.0/sobjects/{objectType}/deleted/?start=2026-01-30T00:00:00Z&end=2026-02-01T00:00:00Z
Get API Limits
GET /salesforce/services/data/v59.0/limits
List API Versions
GET /salesforce/services/data/
Common Objects
Account- Companies/OrganizationsContact- People associated with accountsLead- Potential customersOpportunity- Sales dealsCase- Support casesTask- To-do itemsEvent- Calendar events
Code Examples
JavaScript
const response = await fetch(
'https://gateway.maton.ai/salesforce/services/data/v59.0/query?q=SELECT+Id,Name+FROM+Contact+LIMIT+5',
{
headers: {
'Authorization': `Bearer ${process.env.MATON_API_KEY}`
}
}
);
const data = await response.json();
Python
import os
import requests
response = requests.get(
'https://gateway.maton.ai/salesforce/services/data/v59.0/query',
headers={'Authorization': f'Bearer {os.environ["MATON_API_KEY"]}'},
params={'q': 'SELECT Id,Name FROM Contact LIMIT 5'}
)
Notes
- Use URL encoding for SOQL queries (spaces become
+) - Record IDs are 15 or 18 character alphanumeric strings
- API version (v59.0) can be adjusted; latest is v65.0
- Update and Delete operations return HTTP 204 (no content) on success
- Dates for updated/deleted queries use ISO 8601 format:
YYYY-MM-DDTHH:MM:SSZ - Use
allOrNone: truein batch operations for atomic transactions - IMPORTANT: When using curl commands, use
curl -gwhen URLs contain brackets (fields[],sort[],records[]) to disable glob parsing - IMPORTANT: When piping curl output to
jqor other commands, environment variables like$MATON_API_KEYmay not expand correctly in some shell environments. You may get "Invalid API key" errors when piping.
Error Handling
| Status | Meaning |
|---|---|
| 400 | Missing Salesforce connection |
| 401 | Invalid or missing Maton API key |
| 429 | Rate limited (10 req/sec per account) |
| 4xx/5xx | Passthrough error from Salesforce API |
Troubleshooting: API Key Issues
- Check that the
MATON_API_KEYenvironment variable is set:
echo $MATON_API_KEY
- Verify the API key is valid by listing connections:
python <<'EOF'
import urllib.request, os, json
req = urllib.request.Request('https://ctrl.maton.ai/connections')
req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')
print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))
EOF
Troubleshooting: Invalid App Name
- Ensure your URL path starts with
salesforce. For example:
- Correct:
https://gateway.maton.ai/salesforce/services/data/v59.0/query - Incorrect:
https://gateway.maton.ai/services/data/v59.0/query
Resources
如何使用「Salesforce」?
- 打开小龙虾AI(Web 或 iOS App)
- 点击上方「立即使用」按钮,或在对话框中输入任务描述
- 小龙虾AI 会自动匹配并调用「Salesforce」技能完成任务
- 结果即时呈现,支持继续对话优化