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130 lines
4.3 KiB
TypeScript
130 lines
4.3 KiB
TypeScript
import { createLogger } from '@sim/logger'
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import type {
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SalesforceGetOpportunitiesParams,
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SalesforceGetOpportunitiesResponse,
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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, requireId } from '@/tools/salesforce/utils'
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import type { ToolConfig } from '@/tools/types'
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const logger = createLogger('SalesforceGetOpportunities')
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export const salesforceGetOpportunitiesTool: ToolConfig<
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SalesforceGetOpportunitiesParams,
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SalesforceGetOpportunitiesResponse
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> = {
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id: 'salesforce_get_opportunities',
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name: 'Get Opportunities from Salesforce',
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description: 'Get opportunity(ies) from Salesforce',
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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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opportunityId: {
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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:
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'Salesforce Opportunity ID (18-character string starting with 006) to get a single opportunity',
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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 to return (default: 100)',
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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 list of field API names to return',
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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., CloseDate 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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if (params.opportunityId) {
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const opportunityId = requireId(params.opportunityId, 'Opportunity ID')
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const fields = params.fields || 'Id,Name,AccountId,Amount,StageName,CloseDate,Probability'
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return `${instanceUrl}/services/data/v59.0/sobjects/Opportunity/${opportunityId}?fields=${encodeURIComponent(fields)}`
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}
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const limit = params.limit ? Number.parseInt(params.limit) : 100
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const fields = params.fields || 'Id,Name,AccountId,Amount,StageName,CloseDate,Probability'
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const orderBy = params.orderBy || 'CloseDate DESC'
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const query = `SELECT ${fields} FROM Opportunity ORDER BY ${orderBy} LIMIT ${limit}`
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return `${instanceUrl}/services/data/v59.0/query?q=${encodeURIComponent(query)}`
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},
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method: 'GET',
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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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},
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transformResponse: async (response, params?) => {
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const data = await response.json()
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if (!response.ok) {
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logger.error('Failed to fetch opportunities', { data, status: response.status })
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throw new Error(extractErrorMessage(data, response.status, 'Failed to fetch opportunities'))
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}
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if (params?.opportunityId) {
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return {
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success: true,
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output: { opportunity: data, success: true },
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}
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}
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const opportunities = data.records || []
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return {
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success: true,
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output: {
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opportunities,
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paging: {
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nextRecordsUrl: data.nextRecordsUrl ?? null,
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totalSize: data.totalSize || opportunities.length,
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done: data.done !== false,
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},
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metadata: {
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totalReturned: opportunities.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: 'Opportunity data',
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properties: {
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opportunity: {
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type: 'object',
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description: 'Single opportunity object (when opportunityId provided)',
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},
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opportunities: {
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type: 'array',
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description: 'Array of opportunity objects (when listing)',
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},
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paging: QUERY_PAGING_OUTPUT,
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metadata: RESPONSE_METADATA_OUTPUT,
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success: { type: 'boolean', description: 'Operation success status' },
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},
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},
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},
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}
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