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Platform Agentsetup Categories Fetch by om-scogo

Name: Platform Agentsetup Categories Fetch
Rating: 4.2 (5 reviews)
Author: om-scogo

Platform Agentsetup Categories Fetch

Fetch agentic setup prompt categories from a connected Salesforce org using the Connect API. Use this skill to call GET /agenticsetup/categories and return the list of prompt categories, optionally with their nested prompts. TRIGGER when: user asks to get, fetch, list, or show agentic setup categories, prompt categories, setup copilot categories, prompt library categories, available setup prompts, Agentforce prompt library, or copilot prompts. DO NOT TRIGGER when: user wants to create new categories, work with non-categories endpoints, or generate OpenAPI specs.

om-scogo c5e238e 4 files · 13.7 KB Updated Sep 8, 2026 0 repo stars

File contents

platform-agentsetup-categories-fetch

Fetch prompt categories from the Agentic Setup Categories Connect API on a connected Salesforce org.

Scope

In scope:

Calling GET /services/data/{apiVersion}/agenticsetup/categories via SF CLI
Passing the fetchPrompts query parameter to include nested prompts
Parsing and presenting the JSON response (categories, labels, prompts)
Handling errors (403 when feature is disabled, auth failures)

Out of scope — delegate elsewhere:

Creating or modifying prompt categories → not supported via this API (read-only)
Org authentication setup → use sf org login separately
Permission set assignment → assigning-permission-set

Required Inputs

The agent needs:

A connected org (already authenticated via sf org login)
Optionally: whether to include nested prompts (fetchPrompts=true)
Optionally: target API version (default: v67.0). Replace v67.0 in the URL with the user-specified version if provided.

Workflow

1. Verify org connectivity

sf org display --json

Confirm the org is authenticated and extract the instance URL. If no default org is set, ask the user which org to target with --target-org.

2. Call the Categories API

Basic call (categories only):

sf api request rest /services/data/v67.0/agenticsetup/categories --method GET

With nested prompts:

sf api request rest "/services/data/v67.0/agenticsetup/categories?fetchPrompts=true" --method GET

3. Parse and present the response

The API returns a JSON object with a categories array. Each category has name, label, and prompts fields. See references/api-response-schema.md for the full response structure and examples for both fetchPrompts=true and fetchPrompts=false.

Present the results clearly:

List categories with their name and label
If fetchPrompts=true was used, show nested prompts under each category
Note any categories with empty prompts arrays (means no prompts exist for that category)

4. Handle errors

Error	Meaning	Action
Success (exit 0)	200 OK	Parse and display results
`FUNCTIONALITY_NOT_ENABLED`	Feature not enabled for this org/user	Tell user the Agentic Setup Categories feature needs to be enabled — check Setup > Einstein/Agentforce
`INVALID_SESSION_ID`	Session expired	Re-authenticate with `sf org login`
`NOT_FOUND`	Endpoint not found	API version too old or feature not deployed to this org

Rules / Constraints

Rule	Rationale
Always use `sf api request rest` — never curl or raw HTTP	curl bypasses `~/.sfdx` session tokens and requires manual Authorization headers, making it brittle
NEVER use SOQL queries	Categories are NOT in standard objects — only available via this Connect REST API
NEVER generate files (LWC, Apex, XML)	This is a data-fetching task, not a code generation task
Default to v67.0 unless user specifies	This is the min-version where the endpoint was introduced
Don't pass fetchPrompts unless asked	Reduces payload size; prompts can be large
Categories are sorted by label	The API returns them alphabetically — don't re-sort
Prompts are sorted by text	Within each category, prompts come alphabetically

Output Expectations

When finishing, present:

Number of categories returned
Category list — name and label for each
Prompts (if requested) — nested under their category
Any errors encountered with suggested fixes

Reference File Index

File	When to read
`references/api-response-schema.md`	When you need to understand the full response structure and field descriptions

---name: platform-agentsetup-categories-fetchdescription: Fetch agentic setup prompt categories from a connected Salesforce org using the Connect API. Use this skill to call GET /agenticsetup/categories and return the list of prompt categories, optionally with their nested prompts. TRIGGER when: user asks to get, fetch, list, or show agentic setup categories, prompt categories, setup copilot categories, prompt library categories, available setup prompts, Agentforce prompt library, or copilot prompts. DO NOT TRIGGER when: user wants to create new categories, work with non-categories endpoints, or generate OpenAPI specs.---# platform-agentsetup-categories-fetchFetch prompt categories from the Agentic Setup Categories Connect API on a connected Salesforce org.## Scope**In scope:**- Calling `GET /services/data/{apiVersion}/agenticsetup/categories` via SF CLI- Passing the `fetchPrompts` query parameter to include nested prompts- Parsing and presenting the JSON response (categories, labels, prompts)- Handling errors (403 when feature is disabled, auth failures)**Out of scope — delegate elsewhere:**- Creating or modifying prompt categories → not supported via this API (read-only)- Org authentication setup → use `sf org login` separately- Permission set assignment → assigning-permission-set---## Required InputsThe agent needs:- A connected org (already authenticated via `sf org login`)- Optionally: whether to include nested prompts (`fetchPrompts=true`)- Optionally: target API version (default: v67.0). Replace `v67.0` in the URL with the user-specified version if provided.---## Workflow### 1. Verify org connectivity```bashsf org display --json```Confirm the org is authenticated and extract the instance URL. If no default org is set, ask the user which org to target with `--target-org`.### 2. Call the Categories API**Basic call (categories only):**```bashsf api request rest /services/data/v67.0/agenticsetup/categories --method GET```**With nested prompts:**```bashsf api request rest "/services/data/v67.0/agenticsetup/categories?fetchPrompts=true" --method GET```### 3. Parse and present the responseThe API returns a JSON object with a `categories` array. Each category has `name`, `label`, and `prompts` fields. See `references/api-response-schema.md` for the full response structure and examples for both `fetchPrompts=true` and `fetchPrompts=false`.Present the results clearly:- List categories with their name and label- If `fetchPrompts=true` was used, show nested prompts under each category- Note any categories with empty `prompts` arrays (means no prompts exist for that category)### 4. Handle errors| Error | Meaning | Action ||-------|---------|--------|| Success (exit 0) | 200 OK | Parse and display results || `FUNCTIONALITY_NOT_ENABLED` | Feature not enabled for this org/user | Tell user the Agentic Setup Categories feature needs to be enabled — check Setup > Einstein/Agentforce || `INVALID_SESSION_ID` | Session expired | Re-authenticate with `sf org login` || `NOT_FOUND` | Endpoint not found | API version too old or feature not deployed to this org |---## Rules / Constraints| Rule | Rationale ||------|-----------|| Always use `sf api request rest` — never curl or raw HTTP | curl bypasses `~/.sfdx` session tokens and requires manual Authorization headers, making it brittle || NEVER use SOQL queries | Categories are NOT in standard objects — only available via this Connect REST API || NEVER generate files (LWC, Apex, XML) | This is a data-fetching task, not a code generation task || Default to v67.0 unless user specifies | This is the min-version where the endpoint was introduced || Don't pass fetchPrompts unless asked | Reduces payload size; prompts can be large || Categories are sorted by label | The API returns them alphabetically — don't re-sort || Prompts are sorted by text | Within each category, prompts come alphabetically |---## Output ExpectationsWhen finishing, present:1. **Number of categories** returned2. **Category list** — name and label for each3. **Prompts** (if requested) — nested under their category4. **Any errors** encountered with suggested fixes---## Reference File Index| File | When to read ||------|--------------|| `references/api-response-schema.md` | When you need to understand the full response structure and field descriptions |

Frequently asked questions