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122 lines
3.5 KiB
TypeScript
122 lines
3.5 KiB
TypeScript
import type {
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SalesforceCreateLeadParams,
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SalesforceCreateLeadResponse,
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} from '@/tools/salesforce/types'
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import { SOBJECT_CREATE_OUTPUT_PROPERTIES } from '@/tools/salesforce/types'
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import { extractErrorMessage, getInstanceUrl } from '@/tools/salesforce/utils'
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import type { ToolConfig } from '@/tools/types'
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export const salesforceCreateLeadTool: ToolConfig<
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SalesforceCreateLeadParams,
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SalesforceCreateLeadResponse
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> = {
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id: 'salesforce_create_lead',
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name: 'Create Lead in Salesforce',
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description: 'Create a new lead',
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version: '1.0.0',
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oauth: {
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required: true,
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provider: 'salesforce',
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},
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params: {
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accessToken: { type: 'string', required: true, visibility: 'hidden' },
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idToken: { type: 'string', required: false, visibility: 'hidden' },
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instanceUrl: { type: 'string', required: false, visibility: 'hidden' },
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lastName: {
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type: 'string',
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required: true,
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visibility: 'user-or-llm',
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description: 'Last name (required)',
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},
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company: {
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type: 'string',
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required: true,
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visibility: 'user-or-llm',
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description: 'Company name (required)',
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},
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firstName: {
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type: 'string',
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required: false,
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visibility: 'user-or-llm',
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description: 'First name',
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},
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email: {
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type: 'string',
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required: false,
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visibility: 'user-or-llm',
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description: 'Email address',
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},
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phone: {
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type: 'string',
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required: false,
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visibility: 'user-or-llm',
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description: 'Phone number',
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},
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status: {
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type: 'string',
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required: false,
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visibility: 'user-or-llm',
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description: 'Lead status (e.g., Open, Working, Closed)',
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},
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leadSource: {
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type: 'string',
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required: false,
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visibility: 'user-or-llm',
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description: 'Lead source (e.g., Web, Referral, Campaign)',
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},
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title: { type: 'string', required: false, visibility: 'user-or-llm', description: 'Job title' },
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description: {
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type: 'string',
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required: false,
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visibility: 'user-or-llm',
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description: 'Lead description',
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},
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},
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request: {
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url: (params) =>
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`${getInstanceUrl(params.idToken, params.instanceUrl)}/services/data/v59.0/sobjects/Lead`,
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method: 'POST',
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headers: (params) => ({
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Authorization: `Bearer ${params.accessToken}`,
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'Content-Type': 'application/json',
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}),
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body: (params) => {
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const body: Record<string, any> = { LastName: params.lastName, Company: params.company }
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if (params.firstName) body.FirstName = params.firstName
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if (params.email) body.Email = params.email
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if (params.phone) body.Phone = params.phone
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if (params.status) body.Status = params.status
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if (params.leadSource) body.LeadSource = params.leadSource
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if (params.title) body.Title = params.title
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if (params.description) body.Description = params.description
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return body
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},
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},
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transformResponse: async (response) => {
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const data = await response.json()
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if (!response.ok)
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throw new Error(extractErrorMessage(data, response.status, 'Failed to create lead'))
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return {
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success: true,
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output: {
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id: data.id,
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success: data.success === true,
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created: data.success === true,
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},
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}
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},
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outputs: {
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success: { type: 'boolean', description: 'Operation success status' },
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output: {
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type: 'object',
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description: 'Created lead data',
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properties: SOBJECT_CREATE_OUTPUT_PROPERTIES,
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},
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},
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}
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