Agent skill

Salesforce

by CraftOS-dev in CraftOS-dev/CraftBot

Salesforce CRM API integration with managed OAuth. An agent skill from CraftOS-dev/CraftBot.

MITAuto-check passedSales & Support

Install Salesforce

skills CLI
$ npx skills add CraftOS-dev/CraftBot --skill salesforce -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install CraftOS-dev/CraftBot salesforce --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/CraftOS-dev/CraftBot.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/salesforce-api .claude/skills/salesforce && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
salesforce
GitHub stars
392
Token cost
~2.9k tokens
SKILL.md length
441 words
Files
4
Skills in repo
89
Repo updated
First seen
Licence
MIT

At a glance

Salesforce CRM API integration with managed OAuth. An agent skill from CraftOS-dev/CraftBot.

  • Works in 3 steps: Sign in or create an account at maton.ai → Go to maton.ai/settings → Copy your API key
  • Users want to interact with Salesforce data
  • SKILL.md covers Quick Start, Base URL, Authentication and Connection Management, plus 3 more sections
  • Calls python and curl; reaches gateway.maton.ai and ctrl.maton.ai; needs MATON_API_KEY

What it does

Salesforce is an agent skill from CraftOS-dev/CraftBot. 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).

Its SKILL.md is about 2.9k tokens, which your agent loads only when the skill is triggered. The skill folder holds 4 other files (for example `.clawhub/origin.json` and `_meta.json`). Compatibility notes: Requires network access and valid Maton API key

It sits in Sales & Support, covering CRM management and Microservices. It works with Salesforce. The repository describes itself as: One agent. Every kind of work. The licence is MIT.

When your agent uses it

  • Users want to interact with Salesforce data
  • Tasks that involve CRM management
  • Tasks that involve Microservices

Example prompts

  • “/salesforce”

Requirements

  • Python 3
  • A credential in MATON_API_KEY
  • A credential in YOUR_API_KEY
  • Compatibility (from SKILL.md): Requires network access and valid Maton API key

Workflow steps

3 steps, taken from the first numbered list in SKILL.md.

  1. Sign in or create an account at maton.ai
  2. Go to maton.ai/settings
  3. Copy your API key

What it can do on your machine

Read from SKILL.md and the folder at commit b50970c. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    Shell commands in SKILL.md call:

    • python
    • curl

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    Hosts in commands or code, which the agent is likely to contact:

    • gateway.maton.ai
    • ctrl.maton.ai
    • connect.maton.ai

    Also links to:

    • developer.salesforce.com
    • maton.ai
    • discord.com

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names these keys or tokens, usually read from environment variables:

    • MATON_API_KEY

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

  • Compatibility

    Requires network access and valid Maton API key

    From compatibility in the SKILL.md frontmatter.

Context cost

Salesforce loads about 2.9k tokens when it runs. Until then it costs about 85 tokens; SKILL.md has 441 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~85
When it runs · the whole SKILL.md, loaded when a task matches
~2.9k

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.

SKILL.md

The full file from CraftOS-dev/CraftBot at commit b50970c, republished under its MIT licence (© CraftOS-dev). 441 words, ~2,852 tokens.

Download SKILL.mdSave it as .claude/skills/salesforce/SKILL.md (or your agent's skills folder). This skill also uses 3 other files; get the full folder from GitHub.
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
metadata.version
1.0

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

bash
# 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:

bash
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
bash
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
bash
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
bash
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:

json
{
  "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
bash
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:

bash
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
bash
GET /salesforce/services/data/v59.0/query?q=SELECT+Id,Name+FROM+Contact+LIMIT+10

Complex query:

bash
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
bash
GET /salesforce/services/data/v59.0/sobjects/{objectType}/{recordId}

Example:

bash
GET /salesforce/services/data/v59.0/sobjects/Contact/003XXXXXXXXXXXXXXX
Create Object
bash
POST /salesforce/services/data/v59.0/sobjects/{objectType}
Content-Type: application/json

{
  "FirstName": "John",
  "LastName": "Doe",
  "Email": "john@example.com"
}
Update Object
bash
PATCH /salesforce/services/data/v59.0/sobjects/{objectType}/{recordId}
Content-Type: application/json

{
  "Phone": "+1234567890"
}
Delete Object
bash
DELETE /salesforce/services/data/v59.0/sobjects/{objectType}/{recordId}
Describe Object (get schema)
bash
GET /salesforce/services/data/v59.0/sobjects/{objectType}/describe
List Objects
bash
GET /salesforce/services/data/v59.0/sobjects
Search (SOSL)
bash
GET /salesforce/services/data/v59.0/search?q=FIND+{searchTerm}+IN+ALL+FIELDS+RETURNING+Contact(Id,Name)
Composite Request (batch multiple operations)
bash
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
bash
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)
bash
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)
bash
DELETE /salesforce/services/data/v59.0/composite/sobjects?ids=003XXXXX,003YYYYY&allOrNone=true
Get Updated Records
bash
GET /salesforce/services/data/v59.0/sobjects/{objectType}/updated/?start=2026-01-30T00:00:00Z&end=2026-02-01T00:00:00Z
Get Deleted Records
bash
GET /salesforce/services/data/v59.0/sobjects/{objectType}/deleted/?start=2026-01-30T00:00:00Z&end=2026-02-01T00:00:00Z
Get API Limits
bash
GET /salesforce/services/data/v59.0/limits
List API Versions
bash
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
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
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"},
)
Show full SKILL.md (207 more words)Show less

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

StatusMeaning
400Missing Salesforce connection
401Invalid or missing Maton API key
429Rate limited (10 req/sec per account)
4xx/5xxPassthrough error from Salesforce API
Troubleshooting: API Key Issues
  1. Check that the MATON_API_KEY environment variable is set:
bash
echo $MATON_API_KEY
  1. Verify the API key is valid by listing connections:
bash
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

© CraftOS-dev, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

SKILL.md and 3 other files in skills/salesforce-api of CraftOS-dev/CraftBot.

  • SKILL.md
  • .clawhub/origin.json
  • LICENSE.txt
  • _meta.json

Open the folder on GitHubat commit b50970c

Compare with similar skills

Salesforce next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

Salesforce compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Salesforce this skillCraftOS-dev/CraftBot392—~2.9kAutomated safety check: PassMIT
Platform Dataspace Access Configureforcedotcom/sf-skills1.1k—~4.7kAutomated safety check: PassApache-2.0
Salesforce Enterprise Rbacjeremylongshore/tons-of-skills-marketplace2.8k—~1.1kAutomated safety check: PassMIT
Soql Lib Query Builderbeyond-the-cloud-dev/soql-lib154—~4.3kAutomated safety check: PassMIT
Sf DatacloudJaganpro/sf-skills424—~2.7kAutomated safety check: PassMIT
Soql Lib Selectorbeyond-the-cloud-dev/soql-lib154—~2kAutomated safety check: PassMIT

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Works with

Questions about Salesforce

What does Salesforce do?

Salesforce CRM API integration with managed OAuth. An agent skill from CraftOS-dev/CraftBot. Salesforce is an agent skill from CraftOS-dev/CraftBot. Salesforce CRM API integration with managed OAuth.

When should I use Salesforce?

Salesforce fits situations like: users want to interact with Salesforce data; tasks that involve CRM management; tasks that involve Microservices.

How do I install Salesforce in Claude Code?

Run `npx skills add CraftOS-dev/CraftBot --skill salesforce -a claude-code`. Or copy the skill folder (skills/salesforce-api in CraftOS-dev/CraftBot) into .claude/skills/salesforce in your project. Claude Code loads it when a task matches its description.

How do I install Salesforce in Codex?

Run `npx skills add CraftOS-dev/CraftBot --skill salesforce -a codex`. Or copy the skill folder (skills/salesforce-api in CraftOS-dev/CraftBot) into .agents/skills/salesforce in your project. Codex loads it when a task matches its description.

Can I use Salesforce in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add CraftOS-dev/CraftBot --skill salesforce -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/salesforce, .gemini/skills/salesforce, .github/skills/salesforce and .opencode/skills/salesforce in your project.

What does Salesforce need to run?

Going by SKILL.md and its folder, Salesforce needs the command-line tools its instructions call (python and curl) and credentials named MATON_API_KEY. Our summary lists: Python 3; A credential in MATON_API_KEY; A credential in YOUR_API_KEY. Compatibility (from SKILL.md): Requires network access and valid Maton API key.

Does Salesforce access the network?

SKILL.md names 6 domains. In commands or code: gateway.maton.ai, ctrl.maton.ai and connect.maton.ai; the agent is likely to contact these when it follows the instructions. As links in the text: developer.salesforce.com, maton.ai and discord.com. This is read from the text; nothing was executed.

Is Salesforce safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.

What licence does Salesforce use?

Salesforce is published under the MIT licence (from the LICENSE file in the skill folder). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Salesforce use?

About 2.9k tokens (SKILL.md is roughly 11k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.

What are the alternatives to Salesforce?

Skills that share tags, products or a category with Salesforce: Platform Dataspace Access Configure (forcedotcom/sf-skills, 1.1k stars), Salesforce Enterprise Rbac (jeremylongshore/tons-of-skills-marketplace, 2.8k stars), Soql Lib Query Builder (beyond-the-cloud-dev/soql-lib, 154 stars) and Sf Datacloud (Jaganpro/sf-skills, 424 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Salesforce?

CraftOS-dev (a GitHub user) maintains it in CraftOS-dev/CraftBot, which has 392 GitHub stars. The repository holds 89 skills in this directory. The repository was last updated on October 7, 2026.

Source: CraftOS-dev/CraftBot on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.