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simstudioai--sim/apps/sim/tools/salesforce/get_accounts.ts
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chore: import upstream snapshot with attribution
2026-07-13 13:20:55 +08:00

134 lines
3.7 KiB
TypeScript

import type {
SalesforceGetAccountsParams,
SalesforceGetAccountsResponse,
} from '@/tools/salesforce/types'
import { QUERY_PAGING_OUTPUT, RESPONSE_METADATA_OUTPUT } from '@/tools/salesforce/types'
import { extractErrorMessage, getInstanceUrl } from '@/tools/salesforce/utils'
import type { ToolConfig } from '@/tools/types'
export const salesforceGetAccountsTool: ToolConfig<
SalesforceGetAccountsParams,
SalesforceGetAccountsResponse
> = {
id: 'salesforce_get_accounts',
name: 'Get Accounts from Salesforce',
description: 'Retrieve accounts from Salesforce CRM',
version: '1.0.0',
oauth: {
required: true,
provider: 'salesforce',
},
params: {
accessToken: {
type: 'string',
required: true,
visibility: 'hidden',
description: 'The access token for the Salesforce API',
},
idToken: {
type: 'string',
required: false,
visibility: 'hidden',
description: 'The ID token from Salesforce OAuth (contains instance URL)',
},
instanceUrl: {
type: 'string',
required: false,
visibility: 'hidden',
description: 'The Salesforce instance URL',
},
limit: {
type: 'string',
required: false,
visibility: 'user-or-llm',
description: 'Maximum number of results (default: 100, max: 2000)',
},
fields: {
type: 'string',
required: false,
visibility: 'user-or-llm',
description: 'Comma-separated field API names (e.g., "Id,Name,Industry,Phone")',
},
orderBy: {
type: 'string',
required: false,
visibility: 'user-or-llm',
description: 'Field and direction for sorting (e.g., "Name ASC" or "CreatedDate DESC")',
},
},
request: {
url: (params) => {
const instanceUrl = getInstanceUrl(params.idToken, params.instanceUrl)
const limit = params.limit ? Number.parseInt(params.limit) : 100
const fields =
params.fields ||
'Id,Name,Type,Industry,BillingCity,BillingState,BillingCountry,Phone,Website'
const orderBy = params.orderBy || 'Name ASC'
// Build SOQL query
const query = `SELECT ${fields} FROM Account ORDER BY ${orderBy} LIMIT ${limit}`
const encodedQuery = encodeURIComponent(query)
return `${instanceUrl}/services/data/v59.0/query?q=${encodedQuery}`
},
method: 'GET',
headers: (params) => {
if (!params.accessToken) {
throw new Error('Access token is required')
}
return {
Authorization: `Bearer ${params.accessToken}`,
'Content-Type': 'application/json',
}
},
},
transformResponse: async (response: Response, params) => {
const data = await response.json()
if (!response.ok) {
throw new Error(
extractErrorMessage(data, response.status, 'Failed to fetch accounts from Salesforce')
)
}
const accounts = data.records || []
return {
success: true,
output: {
accounts,
paging: {
nextRecordsUrl: data.nextRecordsUrl ?? null,
totalSize: data.totalSize || accounts.length,
done: data.done !== false,
},
metadata: {
totalReturned: accounts.length,
hasMore: !data.done,
},
success: true,
},
}
},
outputs: {
success: { type: 'boolean', description: 'Operation success status' },
output: {
type: 'object',
description: 'Accounts data',
properties: {
accounts: { type: 'array', description: 'Array of account objects' },
paging: QUERY_PAGING_OUTPUT,
metadata: RESPONSE_METADATA_OUTPUT,
success: { type: 'boolean', description: 'Salesforce operation success' },
},
},
},
}