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