SalesforceTools (tools/salesforce.py)

agno · libs/agno/agno/tools/salesforce.py · python · Apache-2.0
crm

Salesforce CRM tools for Agno agents. Provides CRUD operations, SOQL queries, SOSL search, and metadata discovery for any Salesforce object (standard or custom). Requirements: ``pip install simple-salesforce`` Authentication (pick one): **Username / Password** — set SALESFORCE_US

# Source: https://github.com/CopilotKit/agno | License: Apache-2.0 | Copyright You must retain, in the Source form of any Derivative Works
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"""
Salesforce CRM tools for Agno agents.

Provides CRUD operations, SOQL queries, SOSL search, and metadata discovery
for any Salesforce object (standard or custom).

Requirements:
    ``pip install simple-salesforce``

Authentication (pick one):
    **Username / Password** — set SALESFORCE_USERNAME, SALESFORCE_PASSWORD,
    SALESFORCE_SECURITY_TOKEN, and optionally SALESFORCE_DOMAIN env vars.

    **Session / Instance URL** — pass ``instance_url`` and ``session_id`` directly.
    Use this when SOAP API login is disabled (default in newer Developer Edition orgs).
"""

import json
import te

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