Salesforce

低风险
作者:byungkyu | 审计时间:2026-02-26T09:59:20.936Z | 规则集:0.2.0

快速安装

将技能安装到你的 Agent

clawhub install salesforce-api

技能介绍

Access the Salesforce REST API with managed OAuth authentication. Query records using SOQL, manage sObjects, and perform CRUD operations on your Salesforce data.

Account - Companies/Organizations
Contact - People associated with accounts
Lead - Potential customers
Opportunity - Sales deals
Case - Support cases
Task - To-do items

使用场景

文档(原文)

来源:SKILL.md
以下为作者原文(通常为英文)。安装请以页面顶部“快速安装”为准。

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

  1. Sign in or create an account at maton.ai
  2. Go to maton.ai/settings
  3. 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/Organizations
  • Contact - People associated with accounts
  • Lead - Potential customers
  • Opportunity - Sales deals
  • Case - Support cases
  • Task - To-do items
  • Event - 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: true in batch operations for atomic transactions
  • IMPORTANT: When using curl commands, use curl -g when URLs contain brackets (fields[], sort[], records[]) to disable glob parsing
  • IMPORTANT: When piping curl output to jq or other commands, environment variables like $MATON_API_KEY may 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

  1. Check that the MATON_API_KEY environment variable is set:
echo $MATON_API_KEY
  1. 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

  1. 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

安全审计

低风险

摘要

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).

风险画像 危险 隐私 范围 声誉 质量

ToxicSkills 分析

黑名单
未命中
提示词注入
未检测到

当前静态检测未发现 Toxic 信号。

关键风险 0 项

暂无 LLM 风险要点(LLM 未启用或无缓存)。

确定性发现(证据)

未检测到发现。

评分标准

每个技能从 5 个维度评分,加权总分决定星级。

代码毒性 100/100 (权重 30%)
隐私风险 100/100 (权重 25%)
权限范围 100/100 (权重 20%)
作者声誉 75/100 (权重 15%)
代码质量 70/100 (权重 10%)

星级说明

5★ 安全 — 总分 ≥ 80
4★ 良好 — 总分 70–79
3★ 注意 — 总分 60–69
2★ 有风险 — 总分 40–59
1★ 危险 — 总分 < 40

为何是这个评分?

所有维度均高于 60 分,该技能通过安全基线。

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