poly-gents Salesforce
Purpose
Read and write Salesforce records through native REST Data API integration tools.
When to Use
- Verify connection; run SOQL queries for reporting or lookup.
- Get, create, or update records by object type and id.
- Log a Task activity on a contact, lead, or related record.
When NOT to Use
- HubSpot CRM → use
hubspot. - Bulk data loads or Apex execution (not supported).
Workflow
salesforce_verify_connection.salesforce_queryfor SOQL reads;salesforce_get_recordfor one record.- Writes (approval):
salesforce_create_record,salesforce_update_record,salesforce_create_task.
Main tools
| Tool | Purpose |
|---|---|
salesforce_verify_connection |
Verify REST API access |
salesforce_query |
Run SOQL query |
salesforce_get_record |
Get record by type + id |
salesforce_create_record |
Create record |
salesforce_update_record |
Update record |
salesforce_create_task |
Log Task activity |
Safety and Boundaries
- Requires Salesforce OAuth connect with instance URL.
- All write tools require approval — confirm object type, id, and field map.