Agent Connector

Connect your agents to Salesforce

Production-ready access to your Salesforce data with managed auth, parametric control, and the reliability your agents need to actually work.

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Installation & Usage

Get start with the Salesforce connector in minutes.

[01]

Install Package

Using uv or pip

BASH

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uv pip install airbyte-agent-salesforce

[02]

Import

Initialize and use

PYTHON

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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>"
    )
)

[03]

Tool

Add tools to your agent

python

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@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

Access all your Salesforce data through a unified API

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| Entity | Actions |\n|--------|---------|\n| Sobjects | [List](./REFERENCE.md#sobjects-list) |\n| Accounts | [List](./REFERENCE.md#accounts-list), [Get](./REFERENCE.md#accounts-get), [API Search](./REFERENCE.md#accounts-api_search), [Search](./REFERENCE.md#accounts-search) |\n| Contacts | [List](./REFERENCE.md#contacts-list), [Get](./REFERENCE.md#contacts-get), [API Search](./REFERENCE.md#contacts-api_search), [Search](./REFERENCE.md#contacts-search) |\n| Leads | [List](./REFERENCE.md#leads-list), [Get](./REFERENCE.md#leads-get), [API Search](./REFERENCE.md#leads-api_search), [Search](./REFERENCE.md#leads-search) |\n| Opportunities | [List](./REFERENCE.md#opportunities-list), [Get](./REFERENCE.md#opportunities-get), [API Search](./REFERENCE.md#opportunities-api_search), [Search](./REFERENCE.md#opportunities-search) |\n| Tasks | [List](./REFERENCE.md#tasks-list), [Get](./REFERENCE.md#tasks-get), [API Search](./REFERENCE.md#tasks-api_search), [Search](./REFERENCE.md#tasks-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) |

View full reference documentation

Example Prompts

The Salesforce connector is optimized to handle prompts like these

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List recent contacts in my Salesforce account - List open cases in my Salesforce account - Show me the notes and attachments for a recent account - 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

View full reference documentation

Why Airbyte for AI Agents?

Built for production AI workloads with enterprise-grade reliability

Secure Authentication

Built-in OAuth 2.0 handling with automatic token refresh. No hard-coded credentials.

Agent-Native Design
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Structured, LLM-friendly schemas optimized for AI agent consumption with natural language query support.

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.

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Works with your favorite frameworks

Use the Salesforce connector with any AI agent framework.

LangChain

CrewAI

LlamaIndex

AutoGen

OpenAI Agents SDK

Claude Agents SDK

Frequently Asked Questions

Didn't find your answer? Please don't hesitate to reach out.

How do I authenticate with Salesforce?

The Salesforce connector supports OAuth 2.0 authentication using a refresh token, client ID, and client secret (Connected App Consumer Key and Secret). In hosted mode, credentials are stored securely in Airbyte Cloud and you authenticate using your Airbyte client ID and client secret instead.

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 only. Write operations such as creating leads, updating opportunities, scheduling meetings, deleting contacts, 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.

Ready to connect your AI agents to Salesforce?

Get started in minutes with our open-source connector.

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