CRM & Sales275 toolsBrowser login (OAuth), no API keys
Salesforce integration for AI agents
Manage CRM data and workflows
Use it from your agent
One ClawLink account serves every agent you run. Pick the guide for yours, or connect Salesforce once and call the same tools from all of them.
Deeper comparison, failure modes and setup details: Salesforce for AI agents, in depth.
Setup
Connect Salesforce through ClawLink's hosted setup to search CRM records, inspect objects and fields, run SOQL/SOSL queries, and perform a curated set of write actions without custom OAuth setup.
- Auth: Browser login (OAuth), no API keys. The credential stays on the ClawLink server; your agent holds only a ClawLink key you can revoke.
- Where: the ClawLink dashboard, or ask your agent to connect it.
What your agent can do
Salesforce exposes 275 tools through ClawLink. The 30 most used are listed here; your agent sees all of them.
| Tool | What it does | Kind |
|---|---|---|
salesforce_send_email | Send an email through Salesforce | Write |
salesforce_create_bulk_query_job | Create a Bulk API 2.0 query job (POST /jobs/query) for a SOQL query over a large result set | Write |
salesforce_describe_dashboard | Get dashboard metadata, components, filters, layout, and running user | Read |
salesforce_describe_list_view | Retrieve columns, filters, ordering, and generated SOQL for a list view | Read |
salesforce_describe_report_type | Describe a Salesforce report type's fields, filters and default metadata | Read |
salesforce_describe_tooling_object | Describe a Tooling API object's fields, URLs, and child relationships | Read |
salesforce_discover_unit_tests | Discover one page of Apex and automated flow tests without running them | Read |
salesforce_download_attachment_body | Download the binary Body field of a legacy Salesforce Attachment record | Read |
salesforce_execute_sosl_search | Execute a SOSL search to search across multiple Salesforce objects | Read |
salesforce_get_a_batch_of_records | Retrieve multiple Salesforce records in a single request with customizable field selection | Read |
salesforce_get_account | Retrieves a specific account by ID from Salesforce, returning all available fields | Read |
salesforce_get_all_custom_objects | Retrieves Salesforce objects (standard and custom) with detailed metadata | Read |
salesforce_get_all_fields_for_object | Retrieves all fields (standard and custom) for a Salesforce object with complete metadata | Read |
salesforce_get_all_navigation_items | Gets all navigation items (tabs) that the user has access to | Read |
salesforce_get_analytics_notification | Retrieve a Salesforce analytics notification or subscription by ID and source | Read |
salesforce_get_analytics_notification_limits | Get maximum and remaining notification limits for a selected source | Read |
salesforce_get_apex_log_body | Return the raw text body of one Salesforce Apex debug log | Read |
salesforce_get_api | Discover available REST API resources for a specified Salesforce API version | Read |
salesforce_get_app | Get metadata about a specific Salesforce app by ID | Read |
salesforce_get_app_menu | Discover App Menu types or retrieve Lightning/mobile menu items or headers | Read |
salesforce_get_appointment_candidates | Find available Salesforce Scheduler resources and time slots without booking an appointment | Read |
salesforce_get_appointment_slots | Find available Salesforce Scheduler time slots without booking appointments | Read |
salesforce_get_apps | Get metadata for all apps a user has access to | Read |
salesforce_get_campaign | Retrieves a specific campaign by ID from Salesforce, returning all available fields | Read |
salesforce_get_chatter_resources | Access Chatter resources directory | Read |
salesforce_get_child_records | Get child records for a specified parent record and child relationship name | Read |
salesforce_get_compact_layouts | Retrieve compact layout information for multiple Salesforce objects | Read |
salesforce_get_composite_resources | Retrieve a list of available composite resources in Salesforce | Read |
salesforce_get_composite_sobjects | Retrieves multiple records of the same object type by IDs with a request body | Read |
salesforce_get_consent_action | Check consent preferences for a SINGLE action (e.g | Read |