Give agents tools for secure, real-time access to fetch, search, write, and sync across every system, with replication, entity mapping, and auth built-in.
About this Connector
Salesforce is a cloud-based CRM platform that helps businesses manage customer relationships, sales pipelines, and business operations. This connector provides access to accounts, contacts, leads, opportunities, tasks, events, campaigns, cases, notes, and attachments for sales analytics and customer relationship management.
CRM
Sales Analytics
Customer Data
Version Information
Package version
0.1.64
Connector version
1.0.7
SDK commit
5b20f488dec0e8f29410823753106603c23a4b65
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Star us on GitHub to help grow the Airbyte community
Installation & Usage
1
Install Package
Using uv or pip
bash
uv pip install airbyte-agent-salesforce
2
Import
Initialize and use
python
from airbyte_agent_salesforce import SalesforceConnector
from airbyte_agent_salesforce.models import SalesforceAuthConfig
connector = SalesforceConnector(
auth_config=SalesforceAuthConfig(
refresh_token="<OAuth refresh token for automatic token renewal>",
client_id="<Connected App Consumer Key>",
client_secret="<Connected App Consumer Secret>"
)
)3
Tool
Add tools to your agent
python
@agent.tool_plain # assumes you're using Pydantic AI
@SalesforceConnector.tool_utils
async def salesforce_execute(entity: str, action: str, params: dict | None = None):
return await connector.execute(entity, action, params or {})Supported Entities & Actions
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| Entity | Actions |\n|--------|---------|\n| Accounts | [List](./REFERENCE.md#accounts-list), [Get](./REFERENCE.md#accounts-get), [API Search](./REFERENCE.md#accounts-api_search) |\n| Contacts | [List](./REFERENCE.md#contacts-list), [Get](./REFERENCE.md#contacts-get), [API Search](./REFERENCE.md#contacts-api_search) |\n| Leads | [List](./REFERENCE.md#leads-list), [Get](./REFERENCE.md#leads-get), [API Search](./REFERENCE.md#leads-api_search) |\n| Opportunities | [List](./REFERENCE.md#opportunities-list), [Get](./REFERENCE.md#opportunities-get), [API Search](./REFERENCE.md#opportunities-api_search) |\n| Tasks | [List](./REFERENCE.md#tasks-list), [Get](./REFERENCE.md#tasks-get), [API Search](./REFERENCE.md#tasks-api_search) |\n| Events | [List](./REFERENCE.md#events-list), [Get](./REFERENCE.md#events-get), [API Search](./REFERENCE.md#events-api_search) |\n| Campaigns | [List](./REFERENCE.md#campaigns-list), [Get](./REFERENCE.md#campaigns-get), [API Search](./REFERENCE.md#campaigns-api_search) |\n| Cases | [List](./REFERENCE.md#cases-list), [Get](./REFERENCE.md#cases-get), [API Search](./REFERENCE.md#cases-api_search) |\n| Notes | [List](./REFERENCE.md#notes-list), [Get](./REFERENCE.md#notes-get), [API Search](./REFERENCE.md#notes-api_search) |\n| Content Versions | [List](./REFERENCE.md#content-versions-list), [Get](./REFERENCE.md#content-versions-get), [Download](./REFERENCE.md#content-versions-download) |\n| Attachments | [List](./REFERENCE.md#attachments-list), [Get](./REFERENCE.md#attachments-get), [Download](./REFERENCE.md#attachments-download) |\n| Query | [List](./REFERENCE.md#query-list) |
Example Prompts
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Show me my top 5 opportunities this month - List all contacts from \{company\} in the last quarter - Search for leads in the technology sector with revenue over $10M - What trends can you identify in my recent sales pipeline? - Summarize the open cases for my key accounts - Find upcoming events related to my most important opportunities - Analyze the performance of my recent marketing campaigns - Identify the highest value opportunities I'm currently tracking - Show me the notes and attachments for \{customer\}'s account
Why Airbyte for AI Agents?
Built for production AI workloads with enterprise-grade reliability
Agent-Native Design
Structured, LLM-friendly schemas optimized for AI agent consumption with natural language query support.
Secure Authentication
Built-in OAuth 2.0 handling with automatic token refresh. No hard-coded credentials.
Production Ready
Battle-tested connectors with comprehensive error handling, logging, and retry logic.
Open Source
Fully open source under the MIT license. Contribute, customize, and extend freely.
Works with your favorite frameworks
🦜
LangChain
🦙
LlamaIndex
🤖
CrewAI
⚡
AutoGen
🧠
OpenAI Agents SDK
🔮
Claude Agents SDK
Frequently Asked Questions
Didn't find your answer? Please don't hesitate to reach out.
The Salesforce connector supports OAuth 2.0 authentication. You need to provide a refresh token, client ID (Connected App Consumer Key), and client secret (Connected App Consumer Secret) from your Salesforce Connected App.
Can I use this connector with any AI agent framework?
The connector is compatible with any Python-based AI agent framework including LangChain, LlamaIndex, CrewAI, Pydantic AI, and custom implementations.
Does this connector support write operations?
Currently, the Salesforce connector focuses on read operations. Write operations such as creating leads, updating opportunities, scheduling meetings, deleting records, or sending emails are not supported at this time.
How is this different from the Airbyte data connector?
Agent connectors are specifically designed for AI agents and LLM applications. They provide natural language interfaces, optimized response formats, and seamless integration with agent frameworks, unlike traditional ETL-focused connectors.
Will there be a platform for agent connectors?
The hosted version with secure credential storage through Airbyte Cloud is already available. See the hosted usage section in the documentation for setup instructions.
