Salesforce

The Salesforce agent connector is a Python package that equips AI agents to interact with Salesforce through strongly typed, well-documented tools. It's ready to use directly in your Python app, in an agent framework, or exposed through an MCP.

Salesforce is a cloud-based CRM platform that helps businesses manage customer relationships, sales pipelines, and business operations. This connector provides access to accounts, contacts, leads, opportunities, tasks, events, campaigns, cases, notes, and attachments for sales analytics and customer relationship management.

Example questions

The Salesforce connector is optimized to handle prompts like these.

List recent contacts in my Salesforce account
List open cases in my Salesforce account
Show me the notes and attachments for a recent account
Show me my top 5 opportunities this month
List all contacts from {company} in the last quarter
Search for leads in the technology sector with revenue over $10M
What trends can you identify in my recent sales pipeline?
Summarize the open cases for my key accounts
Find upcoming events related to my most important opportunities
Analyze the performance of my recent marketing campaigns
Identify the highest value opportunities I'm currently tracking

Unsupported questions

The Salesforce connector isn't currently able to handle prompts like these.

Create a new lead for {person}
Update the status of my sales opportunity
Schedule a follow-up meeting with {customer}
Delete this old contact record
Send an email to all contacts in this campaign

Installation

uv pip install airbyte-agent-salesforce

Usage

Connectors can run in open source or hosted mode.

Open source

In open source mode, you provide API credentials directly to the connector.

from airbyte_agent_salesforce import SalesforceConnector
from airbyte_agent_salesforce.models import SalesforceAuthConfig

connector = SalesforceConnector(
    auth_config=SalesforceAuthConfig(
        refresh_token="<OAuth refresh token for automatic token renewal>",
        client_id="<Connected App Consumer Key>",
        client_secret="<Connected App Consumer Secret>"
    )
)

@agent.tool_plain # assumes you're using Pydantic AI
@SalesforceConnector.tool_utils
async def salesforce_execute(entity: str, action: str, params: dict | None = None):
    return await connector.execute(entity, action, params or {})

Hosted

In hosted mode, API credentials are stored securely in Airbyte Cloud. You provide your Airbyte credentials instead. If your Airbyte client can access multiple organizations, also set organization_id.

This example assumes you've already authenticated your connector with Airbyte. See Authentication to learn more about authenticating. If you need a step-by-step guide, see the hosted execution tutorial.

from airbyte_agent_salesforce import SalesforceConnector, AirbyteAuthConfig

connector = SalesforceConnector(
    auth_config=AirbyteAuthConfig(
        customer_name="<your_customer_name>",
        organization_id="<your_organization_id>",  # Optional for multi-org clients
        airbyte_client_id="<your-client-id>",
        airbyte_client_secret="<your-client-secret>"
    )
)

@agent.tool_plain # assumes you're using Pydantic AI
@SalesforceConnector.tool_utils
async def salesforce_execute(entity: str, action: str, params: dict | None = None):
    return await connector.execute(entity, action, params or {})

Full documentation

Entities and actions

This connector supports the following entities and actions. For more details, see this connector's full reference documentation.

Entity	Actions
Sobjects	List
Accounts	List, Get, API Search, Context Store Search
Contacts	List, Get, API Search, Context Store Search
Leads	List, Get, API Search, Context Store Search
Opportunities	List, Get, API Search, Context Store Search
Tasks	List, Get, API Search, Context Store Search
Events	List, Get, API Search
Campaigns	List, Get, API Search
Cases	List, Get, API Search
Notes	List, Get, API Search
Content Versions	List, Get, Download
Attachments	List, Get, Download
Query	List

Authentication

For all authentication options, see the connector's authentication documentation.

Salesforce API docs

See the official Salesforce API reference.

Version information

Package version: 0.1.124
Connector version: 1.0.16
Generated with Connector SDK commit SHA: c5258debd165ab701252c1436d4acfb475bf92b9
Changelog: View changelog

Metadata

Release files for airbyte-agent-salesforce 0.1.124

For a detailed explanation of source distributions (sdists) and built distributions (wheels), please see the package formats documentation.

Source distribution (sdist)

Source distribution for airbyte-agent-salesforce 0.1.124
File	Size	Uploaded
airbyte_agent_salesforce-0.1.124.tar.gz	179.5 kB	Apr 9, 2026	Details

Built distribution (wheel)

Table of built distributions (wheels) for airbyte-agent-salesforce 0.1.124
File	Interpreter	ABI	Platform	Reset
airbyte_agent_salesforce-0.1.124-py3-none-any.whl 200.0 kB Apr 9, 2026	Python 3	none	any	Details

Total release size: 379.6 kB

Release files / airbyte_agent_salesforce-0.1.124.tar.gz

Download URL	airbyte_agent_salesforce-0.1.124.tar.gz
Size	179.5 kB
Tags	Source
SHA-256 checksum How to use checksums	`e785d28ddd0918a8fc341de7ad40df2760b43683997ff583421b7f5d111afa28`
BLAKE2b-256 checksum How to use checksums	`a58d8d272b260722355a11d9191f5d05a24a04f9daf92167a92bb730b0ab13a0`
Upload date	Apr 9, 2026
Uploaded using Trusted Publishing? What is trusted publishing?	No
Uploaded via	`twine/6.2.0 CPython/3.13.12`

Release files / airbyte_agent_salesforce-0.1.124-py3-none-any.whl

Download URL	airbyte_agent_salesforce-0.1.124-py3-none-any.whl
Size	200.0 kB
Tags	Python 3
SHA-256 checksum How to use checksums	`7ff7cac86f5254478755e508642c5ab0c89800d7bccaee6b95cd68009e85f91b`
BLAKE2b-256 checksum How to use checksums	`ff38b4a4070e61034779239b9f63ad9125b77b878c73cd9f197559e125863fd9`
Upload date	Apr 9, 2026
Uploaded using Trusted Publishing? What is trusted publishing?	No
Uploaded via	`twine/6.2.0 CPython/3.13.12`