salesforce

Objects, queries, records, and reports

Server path: /salesforce | Type: Application | PCID required: Yes

Tools

Tool	Description
salesforce_accounts	Manage Account records with simplified interface. List accounts with common filters, create new accounts, or update existing account information. Actions: list, create, update, get.
salesforce_activities	Manage activities and calendar. Log phone calls, create tasks with due dates, create calendar events, or list activity history for a record. Actions: log_call, create_task, create_event, list, update_task, complete_task.
salesforce_approvals	Manage approval processes. List approval processes, submit records for approval, approve/reject pending approvals, or recall submitted approvals. Actions: list_processes, submit, approve, reject, recall, list_pending.
salesforce_attachments	Manage legacy Attachments. For compatibility with older implementations or specific use cases requiring the Attachment object. Actions: list, upload, download, delete.
salesforce_batch	Perform batch operations on multiple records (up to 2,000) in a single API call. Synchronous operations with immediate results. Actions: batch_create, batch_update, batch_delete.
salesforce_bulk	Perform bulk operations using Salesforce Bulk API 2.0 for processing large data volumes (10,000+ records). Asynchronous operations with job status tracking. Actions: bulk_create, bulk_update, bulk_delete, get_job_status.
salesforce_campaigns	Manage Campaigns and campaign membership. List available campaigns, create new campaigns, add contacts or leads to campaigns, update member status, or remove members. Actions: list, create, update, add_member, remove_member, update_member_status.
salesforce_cases	Manage Case records for customer support. List cases, create new cases, update case details, or close resolved cases. Actions: list, create, update, get, close.
salesforce_chatter	Manage Chatter posts and feeds. Post to a record’s Chatter feed, retrieve feed items, add comments, or like posts. Great for team collaboration. Actions: post, get_feed, comment, like, delete_post.
salesforce_contacts	Manage Contact records. List contacts with filters, create new contacts with account associations, or update contact information. Actions: list, create, update, get.
salesforce_dashboards	Manage Salesforce Dashboards. List available dashboards, retrieve dashboard metadata, get component data, or refresh dashboard. Actions: list, get, get_component_data, refresh.
salesforce_describe	Get metadata about Salesforce objects and the org. Includes available fields, field types, picklist values, relationships, and permissions. Actions: describe_object, list_objects, describe_global.
salesforce_email	Send emails through Salesforce. Send individual or mass emails, list available email templates, or send using pre-built templates. Emails are logged in activity history. Actions: send, send_mass, list_templates, send_with_template.
salesforce_favorites	Manage user favorites. List favorited records, add records to favorites, or remove from favorites. Actions: list, add, remove.
salesforce_files	Manage files and attachments using ContentVersion/ContentDocument. List files on a record, upload new files, download existing files, or share files with records. Actions: list, upload, download, delete, share.
salesforce_flows	Manage Salesforce Flows. List available auto-launched flows, trigger/run flows with input variables, check execution status, or cancel running flows. Actions: list, trigger, get_status, cancel.
salesforce_knowledge	Manage Knowledge articles. Search knowledge base, retrieve articles, create new articles, publish drafts, or archive outdated content. Actions: search, get_article, list_articles, create_article, publish, archive.
salesforce_leads	Manage Lead records. List leads, create new leads, update lead info, or convert qualified leads into Account/Contact/Opportunity. Actions: list, create, update, get, convert.
salesforce_merge	Merge duplicate Account, Contact, or Lead records into a master record. Automatically reassigns child records (opportunities, cases, activities, etc.) to the master.
salesforce_metadata	Retrieve Salesforce org metadata including API limits, org details, and current user information. Essential for monitoring and governance. Actions: get_limits, get_org_info, get_user_info.
salesforce_notes	Manage notes on records using ContentNote. Create notes attached to any record, list existing notes, or update note content. Actions: create, list, update, delete.
salesforce_opportunities	Manage Opportunity records. List opportunities, create new deals, update opportunity stages and details, or quickly close as won/lost. Actions: list, create, update, get, close_won, close_lost.
salesforce_permissions	Check permissions and access levels. Verify object and field-level permissions for current user, retrieve profile details, or list assigned permission sets. Actions: check_object_access, check_field_access, get_profile, get_permission_sets.
salesforce_poll_trigger	Poll for record changes (create, update, delete) in Salesforce objects. Used by polling triggers.
salesforce_products	Manage Products, Pricebooks, and PricebookEntries. List products, create new products, update product details, or manage pricing across different pricebooks. Actions: list, create, update, get_pricebook_entries, add_to_pricebook.
salesforce_query	Execute SOQL queries to search, filter, and retrieve records from any Salesforce object. Supports pagination for large result sets. Use for finding records, aggregations, and custom data retrieval. Actions: query (execute SOQL), query_more (get next page of results).
salesforce_queues	Manage Salesforce queues. List available queues, get queue details, assign records (leads, cases, etc.) to a queue, or remove from queue. Actions: list, get, assign, remove.
salesforce_recent_items	Retrieve recently viewed or recently updated items for current user. Useful for quick access to recent work.
salesforce_record_types	Query and manage record types. Get available record types for an object, retrieve record type details, or filter records by record type. Actions: list, get, get_by_object.
salesforce_records	Perform CRUD operations on any Salesforce object. Generic interface for all standard and custom objects. Use upsert to insert or update based on external ID. Supports hard_delete to permanently remove records from recycle bin (reclaims org storage). Actions: create, update, delete, hard_delete, get, clone, upsert. Note: Uses Salesforce API v65.0. The get/clone actions retrieve limited fields; use salesforce_query for specific field selection.
salesforce_reports	Manage Salesforce Reports. List available reports, run reports to retrieve results, get report metadata, or export report data. Actions: list, run, get_metadata, export.
salesforce_schema	Manage Salesforce custom field schema using the Metadata API. Create, read, update, delete, and list custom fields on any standard or custom object. Use this to set up custom fields (e.g., checkboxes, picklists, lookups) without manual Salesforce Setup. Actions: create_field, read_field, update_field, delete_field, list_fields.
salesforce_search	Execute SOSL queries for global search across multiple objects. More efficient than SOQL for text-based searches across many objects.
salesforce_users	Manage Salesforce users and record ownership. List users with filters, get user details, transfer record ownership to another user, or update user information. Actions: list, get, assign_owner, deactivate, update.
salesforce_validation_rules	List validation rules for an object, get rule details, or evaluate if a record would pass validation (dry run). Actions: list, get, evaluate.

---

salesforce_accounts

Manage Account records with simplified interface. List accounts with common filters, create new accounts, or update existing account information. Actions: list, create, update, get.

Parameters:

Parameter	Type	Required	Default	Description
action	string	Yes	—	(required) Account action: “list” = query accounts with filters; “create” = insert new account; “update” = modify account; “get” = retrieve single account by ID
accountId	string	No	—	Account ID (required for get, update actions). Example: “001xx000003DGb2AAG”
fields	object	No	—	Account fields for create/update. Example: {“Name”: “Acme Corp”, “Industry”: “Technology”, “Phone”: “555-1234”}
filters	object	No	—	Query filters for list action. Example: {“Industry”: “Technology”, “AnnualRevenue”: {”>”: 1000000}}
limit	number	No	—	Maximum records to return for list action (default: 100)

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID"
    },
    "action": {
      "type": "string",
      "enum": [
        "list",
        "create",
        "update",
        "get"
      ],
      "description": "(required) Account action: \"list\" = query accounts with filters; \"create\" = insert new account; \"update\" = modify account; \"get\" = retrieve single account by ID"
    },
    "accountId": {
      "type": "string",
      "description": "Account ID (required for get, update actions). Example: \"001xx000003DGb2AAG\""
    },
    "fields": {
      "type": "object",
      "additionalProperties": true,
      "description": "Account fields for create/update. Example: {\"Name\": \"Acme Corp\", \"Industry\": \"Technology\", \"Phone\": \"555-1234\"}"
    },
    "filters": {
      "type": "object",
      "additionalProperties": true,
      "description": "Query filters for list action. Example: {\"Industry\": \"Technology\", \"AnnualRevenue\": {\">\": 1000000}}"
    },
    "limit": {
      "type": "number",
      "description": "Maximum records to return for list action (default: 100)"
    }
  },
  "required": [
    "PCID",
    "action"
  ]
}

---

salesforce_activities

Manage activities and calendar. Log phone calls, create tasks with due dates, create calendar events, or list activity history for a record. Actions: log_call, create_task, create_event, list, update_task, complete_task.

Parameters:

Parameter	Type	Required	Default	Description
action	string	Yes	—	(required) Activity action: “log_call” = log completed phone call; “create_task” = create task with due date; “create_event” = create calendar event/meeting; “list” = list activity history for record; “update_task” = modify task; “complete_task” = mark task as complete
relatedToId	string	No	—	Related record ID (Account, Opportunity, etc.) for activity association. Example: “001xx…”
subject	string	No	—	Activity subject/title (required for create actions). Example: “Follow up call”, “Demo meeting”
description	string	No	—	Activity description/notes. Example: “Discussed pricing options”
dueDate	string	No	—	Task due date (for create_task). ISO format: “2024-12-31” or “2024-12-31T10:00:00Z”
startDateTime	string	No	—	Event start time (required for create_event). ISO format: “2024-12-31T14:00:00Z”
endDateTime	string	No	—	Event end time (required for create_event). ISO format: “2024-12-31T15:00:00Z”
taskId	string	No	—	Task ID (required for update_task, complete_task). Example: “00Txx…”
priority	string	No	—	Task priority. Values: “High”, “Normal”, “Low”. Default: “Normal”
status	string	No	—	Task status (for update_task). Example: “In Progress”, “Waiting on someone else”

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID"
    },
    "action": {
      "type": "string",
      "enum": [
        "log_call",
        "create_task",
        "create_event",
        "list",
        "update_task",
        "complete_task"
      ],
      "description": "(required) Activity action: \"log_call\" = log completed phone call; \"create_task\" = create task with due date; \"create_event\" = create calendar event/meeting; \"list\" = list activity history for record; \"update_task\" = modify task; \"complete_task\" = mark task as complete"
    },
    "relatedToId": {
      "type": "string",
      "description": "Related record ID (Account, Opportunity, etc.) for activity association. Example: \"001xx...\""
    },
    "subject": {
      "type": "string",
      "description": "Activity subject/title (required for create actions). Example: \"Follow up call\", \"Demo meeting\""
    },
    "description": {
      "type": "string",
      "description": "Activity description/notes. Example: \"Discussed pricing options\""
    },
    "dueDate": {
      "type": "string",
      "description": "Task due date (for create_task). ISO format: \"2024-12-31\" or \"2024-12-31T10:00:00Z\""
    },
    "startDateTime": {
      "type": "string",
      "description": "Event start time (required for create_event). ISO format: \"2024-12-31T14:00:00Z\""
    },
    "endDateTime": {
      "type": "string",
      "description": "Event end time (required for create_event). ISO format: \"2024-12-31T15:00:00Z\""
    },
    "taskId": {
      "type": "string",
      "description": "Task ID (required for update_task, complete_task). Example: \"00Txx...\""
    },
    "priority": {
      "type": "string",
      "description": "Task priority. Values: \"High\", \"Normal\", \"Low\". Default: \"Normal\""
    },
    "status": {
      "type": "string",
      "description": "Task status (for update_task). Example: \"In Progress\", \"Waiting on someone else\""
    }
  },
  "required": [
    "PCID",
    "action"
  ]
}

---

salesforce_approvals

Manage approval processes. List approval processes, submit records for approval, approve/reject pending approvals, or recall submitted approvals. Actions: list_processes, submit, approve, reject, recall, list_pending.

Parameters:

Parameter	Type	Required	Default	Description
action	string	Yes	—	(required) Approval action: “list_processes” = list available approval processes; “submit” = submit record for approval; “approve” = approve pending approval; “reject” = reject pending approval; “recall” = recall submitted approval; “list_pending” = list pending approvals for current user
recordId	string	No	—	Record ID to submit/recall (required for submit, recall actions). Example: “001xx000003DGb2AAG”
approvalId	string	No	—	Approval request ID (required for approve, reject actions). Example: “04gxx000001gDwD”
comments	string	No	—	Comments for approval/rejection. Example: “Approved based on Q4 budget”

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID"
    },
    "action": {
      "type": "string",
      "enum": [
        "list_processes",
        "submit",
        "approve",
        "reject",
        "recall",
        "list_pending"
      ],
      "description": "(required) Approval action: \"list_processes\" = list available approval processes; \"submit\" = submit record for approval; \"approve\" = approve pending approval; \"reject\" = reject pending approval; \"recall\" = recall submitted approval; \"list_pending\" = list pending approvals for current user"
    },
    "recordId": {
      "type": "string",
      "description": "Record ID to submit/recall (required for submit, recall actions). Example: \"001xx000003DGb2AAG\""
    },
    "approvalId": {
      "type": "string",
      "description": "Approval request ID (required for approve, reject actions). Example: \"04gxx000001gDwD\""
    },
    "comments": {
      "type": "string",
      "description": "Comments for approval/rejection. Example: \"Approved based on Q4 budget\""
    }
  },
  "required": [
    "PCID",
    "action"
  ]
}

---

salesforce_attachments

Manage legacy Attachments. For compatibility with older implementations or specific use cases requiring the Attachment object. Actions: list, upload, download, delete.

Parameters:

Parameter	Type	Required	Default	Description
action	string	Yes	—	(required) Attachment action: “list” = list attachments on record; “upload” = upload new attachment; “download” = download existing attachment; “delete” = delete attachment
parentId	string	No	—	Parent record ID (required for list, upload). Example: “001xx…”
attachmentData	string	No	—	Base64 encoded attachment content (required for upload). Example: “JVBERi0xLjQKJ…”
fileName	string	No	—	Attachment file name (required for upload). Example: “invoice.pdf”
attachmentId	string	No	—	Attachment ID (required for download, delete). Example: “00Pxx…“

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID"
    },
    "action": {
      "type": "string",
      "enum": [
        "list",
        "upload",
        "download",
        "delete"
      ],
      "description": "(required) Attachment action: \"list\" = list attachments on record; \"upload\" = upload new attachment; \"download\" = download existing attachment; \"delete\" = delete attachment"
    },
    "parentId": {
      "type": "string",
      "description": "Parent record ID (required for list, upload). Example: \"001xx...\""
    },
    "attachmentData": {
      "type": "string",
      "description": "Base64 encoded attachment content (required for upload). Example: \"JVBERi0xLjQKJ...\""
    },
    "fileName": {
      "type": "string",
      "description": "Attachment file name (required for upload). Example: \"invoice.pdf\""
    },
    "attachmentId": {
      "type": "string",
      "description": "Attachment ID (required for download, delete). Example: \"00Pxx...\""
    }
  },
  "required": [
    "PCID",
    "action"
  ]
}

---

salesforce_batch

Perform batch operations on multiple records (up to 2,000) in a single API call. Synchronous operations with immediate results. Actions: batch_create, batch_update, batch_delete.

Parameters:

Parameter	Type	Required	Default	Description
action	string	Yes	—	(required) Batch action: “batch_create” = insert multiple records synchronously; “batch_update” = update multiple records synchronously; “batch_delete” = delete multiple records synchronously
sobject	string	Yes	—	Object type for batch operation. Example: “Contact”, “Lead”
records	object[]	Yes	—	Array of records to process (max 2000). Example: [{“Name”: “John”}, {“Name”: “Jane”}]

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID"
    },
    "action": {
      "type": "string",
      "enum": [
        "batch_create",
        "batch_update",
        "batch_delete"
      ],
      "description": "(required) Batch action: \"batch_create\" = insert multiple records synchronously; \"batch_update\" = update multiple records synchronously; \"batch_delete\" = delete multiple records synchronously"
    },
    "sobject": {
      "type": "string",
      "description": "Object type for batch operation. Example: \"Contact\", \"Lead\""
    },
    "records": {
      "type": "array",
      "items": {
        "type": "object",
        "additionalProperties": true
      },
      "description": "Array of records to process (max 2000). Example: [{\"Name\": \"John\"}, {\"Name\": \"Jane\"}]"
    }
  },
  "required": [
    "PCID",
    "action",
    "sobject",
    "records"
  ]
}

---

salesforce_bulk

Perform bulk operations using Salesforce Bulk API 2.0 for processing large data volumes (10,000+ records). Asynchronous operations with job status tracking. Actions: bulk_create, bulk_update, bulk_delete, get_job_status.

Parameters:

Parameter	Type	Required	Default	Description
action	string	Yes	—	(required) Bulk action: “bulk_create” = insert many records asynchronously; “bulk_update” = update many records asynchronously; “bulk_delete” = delete many records asynchronously; “get_job_status” = check job progress
sobject	string	No	—	Object type (required for bulk_create, bulk_update, bulk_delete). Example: “Account”
records	object[]	No	—	Array of records to process (required for bulk_create, bulk_update, bulk_delete). Example: [{“Name”: “Acme”}, {“Name”: “TechCo”}]
jobId	string	No	—	Bulk job ID (required for get_job_status). Returned from bulk operation initiation.

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID"
    },
    "action": {
      "type": "string",
      "enum": [
        "bulk_create",
        "bulk_update",
        "bulk_delete",
        "get_job_status"
      ],
      "description": "(required) Bulk action: \"bulk_create\" = insert many records asynchronously; \"bulk_update\" = update many records asynchronously; \"bulk_delete\" = delete many records asynchronously; \"get_job_status\" = check job progress"
    },
    "sobject": {
      "type": "string",
      "description": "Object type (required for bulk_create, bulk_update, bulk_delete). Example: \"Account\""
    },
    "records": {
      "type": "array",
      "items": {
        "type": "object",
        "additionalProperties": true
      },
      "description": "Array of records to process (required for bulk_create, bulk_update, bulk_delete). Example: [{\"Name\": \"Acme\"}, {\"Name\": \"TechCo\"}]"
    },
    "jobId": {
      "type": "string",
      "description": "Bulk job ID (required for get_job_status). Returned from bulk operation initiation."
    }
  },
  "required": [
    "PCID",
    "action"
  ]
}

---

salesforce_campaigns

Manage Campaigns and campaign membership. List available campaigns, create new campaigns, add contacts or leads to campaigns, update member status, or remove members. Actions: list, create, update, add_member, remove_member, update_member_status.

Parameters:

Parameter	Type	Required	Default	Description
action	string	Yes	—	(required) Campaign action: “list” = list available campaigns; “create” = create new campaign; “update” = update campaign details; “add_member” = add contact/lead to campaign; “remove_member” = remove member from campaign; “update_member_status” = update member status (e.g., Sent, Responded)
campaignId	string	No	—	Campaign ID (required for update, add_member, remove_member, update_member_status). Example: “701xx…”
fields	object	No	—	Campaign fields (required for create, update). Example: {“Name”: “Q4 Email Campaign”, “Type”: “Email”, “Status”: “In Progress”}
memberId	string	No	—	Contact or Lead ID to add/remove (required for add_member, remove_member). Example: “003xx…”
memberStatus	string	No	—	Campaign member status (for add_member, update_member_status). Example: “Sent”, “Responded”, “Interested”
campaignMemberId	string	No	—	CampaignMember ID (required for update_member_status). Example: “00vxx…“

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID"
    },
    "action": {
      "type": "string",
      "enum": [
        "list",
        "create",
        "update",
        "add_member",
        "remove_member",
        "update_member_status"
      ],
      "description": "(required) Campaign action: \"list\" = list available campaigns; \"create\" = create new campaign; \"update\" = update campaign details; \"add_member\" = add contact/lead to campaign; \"remove_member\" = remove member from campaign; \"update_member_status\" = update member status (e.g., Sent, Responded)"
    },
    "campaignId": {
      "type": "string",
      "description": "Campaign ID (required for update, add_member, remove_member, update_member_status). Example: \"701xx...\""
    },
    "fields": {
      "type": "object",
      "additionalProperties": true,
      "description": "Campaign fields (required for create, update). Example: {\"Name\": \"Q4 Email Campaign\", \"Type\": \"Email\", \"Status\": \"In Progress\"}"
    },
    "memberId": {
      "type": "string",
      "description": "Contact or Lead ID to add/remove (required for add_member, remove_member). Example: \"003xx...\""
    },
    "memberStatus": {
      "type": "string",
      "description": "Campaign member status (for add_member, update_member_status). Example: \"Sent\", \"Responded\", \"Interested\""
    },
    "campaignMemberId": {
      "type": "string",
      "description": "CampaignMember ID (required for update_member_status). Example: \"00vxx...\""
    }
  },
  "required": [
    "PCID",
    "action"
  ]
}

---

salesforce_cases

Manage Case records for customer support. List cases, create new cases, update case details, or close resolved cases. Actions: list, create, update, get, close.

Parameters:

Parameter	Type	Required	Default	Description
action	string	Yes	—	(required) Case action: “list” = query cases with filters; “create” = insert new case; “update” = modify case; “get” = retrieve case by ID; “close” = mark case as closed
caseId	string	No	—	Case ID (required for get, update, close actions). Example: “500xx000001gABCAAM”
fields	object	No	—	Case fields for create/update. Example: {“Subject”: “Cannot login”, “Description”: “User forgot password”, “Priority”: “High”, “Status”: “New”}
filters	object	No	—	Query filters for list action. Example: {“Status”: “Open”, “Priority”: “High”}
limit	number	No	—	Maximum records to return for list action (default: 100)

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID"
    },
    "action": {
      "type": "string",
      "enum": [
        "list",
        "create",
        "update",
        "get",
        "close"
      ],
      "description": "(required) Case action: \"list\" = query cases with filters; \"create\" = insert new case; \"update\" = modify case; \"get\" = retrieve case by ID; \"close\" = mark case as closed"
    },
    "caseId": {
      "type": "string",
      "description": "Case ID (required for get, update, close actions). Example: \"500xx000001gABCAAM\""
    },
    "fields": {
      "type": "object",
      "additionalProperties": true,
      "description": "Case fields for create/update. Example: {\"Subject\": \"Cannot login\", \"Description\": \"User forgot password\", \"Priority\": \"High\", \"Status\": \"New\"}"
    },
    "filters": {
      "type": "object",
      "additionalProperties": true,
      "description": "Query filters for list action. Example: {\"Status\": \"Open\", \"Priority\": \"High\"}"
    },
    "limit": {
      "type": "number",
      "description": "Maximum records to return for list action (default: 100)"
    }
  },
  "required": [
    "PCID",
    "action"
  ]
}

---

salesforce_chatter

Manage Chatter posts and feeds. Post to a record’s Chatter feed, retrieve feed items, add comments, or like posts. Great for team collaboration. Actions: post, get_feed, comment, like, delete_post.

Parameters:

Parameter	Type	Required	Default	Description
action	string	Yes	—	(required) Chatter action: “post” = create new post; “get_feed” = retrieve feed items; “comment” = add comment to post; “like” = like a post; “delete_post” = remove post
recordId	string	No	—	Record ID for feed context (required for post, get_feed). Example: “001xx…”
message	string	No	—	Message text (required for post, comment actions). Example: “Great progress on this deal!”
feedElementId	string	No	—	Feed item/post ID (required for comment, like, delete_post). Example: “0D5xx…“

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID"
    },
    "action": {
      "type": "string",
      "enum": [
        "post",
        "get_feed",
        "comment",
        "like",
        "delete_post"
      ],
      "description": "(required) Chatter action: \"post\" = create new post; \"get_feed\" = retrieve feed items; \"comment\" = add comment to post; \"like\" = like a post; \"delete_post\" = remove post"
    },
    "recordId": {
      "type": "string",
      "description": "Record ID for feed context (required for post, get_feed). Example: \"001xx...\""
    },
    "message": {
      "type": "string",
      "description": "Message text (required for post, comment actions). Example: \"Great progress on this deal!\""
    },
    "feedElementId": {
      "type": "string",
      "description": "Feed item/post ID (required for comment, like, delete_post). Example: \"0D5xx...\""
    }
  },
  "required": [
    "PCID",
    "action"
  ]
}

---

salesforce_contacts

Manage Contact records. List contacts with filters, create new contacts with account associations, or update contact information. Actions: list, create, update, get.

Parameters:

Parameter	Type	Required	Default	Description
action	string	Yes	—	(required) Contact action: “list” = query contacts with filters; “create” = insert new contact; “update” = modify contact; “get” = retrieve contact by ID
contactId	string	No	—	Contact ID (required for get, update actions). Example: “003xx000004TmiUAAS”
fields	object	No	—	Contact fields for create/update. Example: {“FirstName”: “John”, “LastName”: “Smith”, “Email”: “[e-mail]”, “AccountId”: “001xx…”}
filters	object	No	—	Query filters for list action. Example: {“AccountId”: “001xx…”, “Email”: {“LIKE”: ”[e-mail]”}}
limit	number	No	—	Maximum records to return for list action (default: 100)

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID"
    },
    "action": {
      "type": "string",
      "enum": [
        "list",
        "create",
        "update",
        "get"
      ],
      "description": "(required) Contact action: \"list\" = query contacts with filters; \"create\" = insert new contact; \"update\" = modify contact; \"get\" = retrieve contact by ID"
    },
    "contactId": {
      "type": "string",
      "description": "Contact ID (required for get, update actions). Example: \"003xx000004TmiUAAS\""
    },
    "fields": {
      "type": "object",
      "additionalProperties": true,
      "description": "Contact fields for create/update. Example: {\"FirstName\": \"John\", \"LastName\": \"Smith\", \"Email\": \"[e-mail]\", \"AccountId\": \"001xx...\"}"
    },
    "filters": {
      "type": "object",
      "additionalProperties": true,
      "description": "Query filters for list action. Example: {\"AccountId\": \"001xx...\", \"Email\": {\"LIKE\": \"[e-mail]\"}}"
    },
    "limit": {
      "type": "number",
      "description": "Maximum records to return for list action (default: 100)"
    }
  },
  "required": [
    "PCID",
    "action"
  ]
}

---

salesforce_dashboards

Manage Salesforce Dashboards. List available dashboards, retrieve dashboard metadata, get component data, or refresh dashboard. Actions: list, get, get_component_data, refresh.

Parameters:

Parameter	Type	Required	Default	Description
action	string	Yes	—	(required) Dashboard action: “list” = list available dashboards; “get” = retrieve dashboard metadata; “get_component_data” = get data for specific component; “refresh” = refresh dashboard to update all components
dashboardId	string	No	—	Dashboard ID (required for get, get_component_data, refresh). Example: “01Zxx…”
componentId	string	No	—	Dashboard component ID (required for get_component_data). Example: “01axx…“

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID"
    },
    "action": {
      "type": "string",
      "enum": [
        "list",
        "get",
        "get_component_data",
        "refresh"
      ],
      "description": "(required) Dashboard action: \"list\" = list available dashboards; \"get\" = retrieve dashboard metadata; \"get_component_data\" = get data for specific component; \"refresh\" = refresh dashboard to update all components"
    },
    "dashboardId": {
      "type": "string",
      "description": "Dashboard ID (required for get, get_component_data, refresh). Example: \"01Zxx...\""
    },
    "componentId": {
      "type": "string",
      "description": "Dashboard component ID (required for get_component_data). Example: \"01axx...\""
    }
  },
  "required": [
    "PCID",
    "action"
  ]
}

---

salesforce_describe

Get metadata about Salesforce objects and the org. Includes available fields, field types, picklist values, relationships, and permissions. Actions: describe_object, list_objects, describe_global.

Parameters:

Parameter	Type	Required	Default	Description
action	string	Yes	—	(required) Metadata action: “describe_object” = get full schema for specific object; “list_objects” = list all available objects in org; “describe_global” = get summary of all objects
sobject	string	No	—	Object API name (required for describe_object). Example: “Account”, “Opportunity”

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID"
    },
    "action": {
      "type": "string",
      "enum": [
        "describe_object",
        "list_objects",
        "describe_global"
      ],
      "description": "(required) Metadata action: \"describe_object\" = get full schema for specific object; \"list_objects\" = list all available objects in org; \"describe_global\" = get summary of all objects"
    },
    "sobject": {
      "type": "string",
      "description": "Object API name (required for describe_object). Example: \"Account\", \"Opportunity\""
    }
  },
  "required": [
    "PCID",
    "action"
  ]
}

---

salesforce_email

Send emails through Salesforce. Send individual or mass emails, list available email templates, or send using pre-built templates. Emails are logged in activity history. Actions: send, send_mass, list_templates, send_with_template.

Parameters:

Parameter	Type	Required	Default	Description
action	string	Yes	—	(required) Email action: “send” = send individual email; “send_mass” = send to multiple recipients; “list_templates” = get available email templates; “send_with_template” = send email using pre-built template
to	string[]	No	—	Recipient email addresses (required for send, send_with_template). Example: [“[e-mail]”]
subject	string	No	—	Email subject (required for send). Example: “Follow up on your inquiry”
body	string	No	—	Email body text or HTML (required for send). Example: “Hi John, …”
templateId	string	No	—	Email template ID (required for send_with_template). Example: “00Xxx000001gDwD”
whatId	string	No	—	Related record ID (Account, Opportunity, Case, etc.). Example: “001xx…”
targetObjectIds	string[]	No	—	Contact or Lead IDs for mass email (required for send_mass). Example: [“003xx…”, “003yy…“]

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID"
    },
    "action": {
      "type": "string",
      "enum": [
        "send",
        "send_mass",
        "list_templates",
        "send_with_template"
      ],
      "description": "(required) Email action: \"send\" = send individual email; \"send_mass\" = send to multiple recipients; \"list_templates\" = get available email templates; \"send_with_template\" = send email using pre-built template"
    },
    "to": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Recipient email addresses (required for send, send_with_template). Example: [\"[e-mail]\"]"
    },
    "subject": {
      "type": "string",
      "description": "Email subject (required for send). Example: \"Follow up on your inquiry\""
    },
    "body": {
      "type": "string",
      "description": "Email body text or HTML (required for send). Example: \"Hi John, ...\""
    },
    "templateId": {
      "type": "string",
      "description": "Email template ID (required for send_with_template). Example: \"00Xxx000001gDwD\""
    },
    "whatId": {
      "type": "string",
      "description": "Related record ID (Account, Opportunity, Case, etc.). Example: \"001xx...\""
    },
    "targetObjectIds": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Contact or Lead IDs for mass email (required for send_mass). Example: [\"003xx...\", \"003yy...\"]"
    }
  },
  "required": [
    "PCID",
    "action"
  ]
}

---

salesforce_favorites

Manage user favorites. List favorited records, add records to favorites, or remove from favorites. Actions: list, add, remove.

Parameters:

Parameter	Type	Required	Default	Description
action	string	Yes	—	(required) Favorite action: “list” = list all favorited records for current user; “add” = add record to favorites; “remove” = remove record from favorites
recordId	string	No	—	Record ID to add/remove from favorites (required for add, remove actions). Example: “001xx…“

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID"
    },
    "action": {
      "type": "string",
      "enum": [
        "list",
        "add",
        "remove"
      ],
      "description": "(required) Favorite action: \"list\" = list all favorited records for current user; \"add\" = add record to favorites; \"remove\" = remove record from favorites"
    },
    "recordId": {
      "type": "string",
      "description": "Record ID to add/remove from favorites (required for add, remove actions). Example: \"001xx...\""
    }
  },
  "required": [
    "PCID",
    "action"
  ]
}

---

salesforce_files

Manage files and attachments using ContentVersion/ContentDocument. List files on a record, upload new files, download existing files, or share files with records. Actions: list, upload, download, delete, share.

Parameters:

Parameter	Type	Required	Default	Description
action	string	Yes	—	(required) File action: “list” = list files attached to record; “upload” = upload new file; “download” = download existing file; “delete” = delete file; “share” = share file with records
recordId	string	No	—	Record ID to associate file with (required for list, upload, share). Example: “001xx…”
fileData	string	No	—	Base64 encoded file content (required for upload). Example: “JVBERi0xLjQKJ…”
fileName	string	No	—	File name with extension (required for upload). Example: “proposal.pdf”, “contract.docx”
contentVersionId	string	No	—	ContentVersion ID (required for download, delete). Example: “068xx…”
contentDocumentId	string	No	—	ContentDocument ID (for share action). Example: “069xx…“

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID"
    },
    "action": {
      "type": "string",
      "enum": [
        "list",
        "upload",
        "download",
        "delete",
        "share"
      ],
      "description": "(required) File action: \"list\" = list files attached to record; \"upload\" = upload new file; \"download\" = download existing file; \"delete\" = delete file; \"share\" = share file with records"
    },
    "recordId": {
      "type": "string",
      "description": "Record ID to associate file with (required for list, upload, share). Example: \"001xx...\""
    },
    "fileData": {
      "type": "string",
      "description": "Base64 encoded file content (required for upload). Example: \"JVBERi0xLjQKJ...\""
    },
    "fileName": {
      "type": "string",
      "description": "File name with extension (required for upload). Example: \"proposal.pdf\", \"contract.docx\""
    },
    "contentVersionId": {
      "type": "string",
      "description": "ContentVersion ID (required for download, delete). Example: \"068xx...\""
    },
    "contentDocumentId": {
      "type": "string",
      "description": "ContentDocument ID (for share action). Example: \"069xx...\""
    }
  },
  "required": [
    "PCID",
    "action"
  ]
}

---

salesforce_flows

Manage Salesforce Flows. List available auto-launched flows, trigger/run flows with input variables, check execution status, or cancel running flows. Actions: list, trigger, get_status, cancel.

Parameters:

Parameter	Type	Required	Default	Description
action	string	Yes	—	(required) Flow action: “list” = get available flows; “trigger” = execute flow with input variables; “get_status” = check execution status; “cancel” = stop running flow
flowApiName	string	No	—	Flow API name (required for trigger action). Example: “Create_Order_Flow”
inputVariables	object	No	—	Input variables for flow (required for trigger). Example: {“AccountId”: “001xx…”, “Amount”: 5000}
interviewId	string	No	—	Flow interview ID (required for get_status, cancel). Returned from trigger action.

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID"
    },
    "action": {
      "type": "string",
      "enum": [
        "list",
        "trigger",
        "get_status",
        "cancel"
      ],
      "description": "(required) Flow action: \"list\" = get available flows; \"trigger\" = execute flow with input variables; \"get_status\" = check execution status; \"cancel\" = stop running flow"
    },
    "flowApiName": {
      "type": "string",
      "description": "Flow API name (required for trigger action). Example: \"Create_Order_Flow\""
    },
    "inputVariables": {
      "type": "object",
      "additionalProperties": true,
      "description": "Input variables for flow (required for trigger). Example: {\"AccountId\": \"001xx...\", \"Amount\": 5000}"
    },
    "interviewId": {
      "type": "string",
      "description": "Flow interview ID (required for get_status, cancel). Returned from trigger action."
    }
  },
  "required": [
    "PCID",
    "action"
  ]
}

---

salesforce_knowledge

Manage Knowledge articles. Search knowledge base, retrieve articles, create new articles, publish drafts, or archive outdated content. Actions: search, get_article, list_articles, create_article, publish, archive.

Parameters:

Parameter	Type	Required	Default	Description
action	string	Yes	—	(required) Knowledge action: “search” = search knowledge base for articles; “get_article” = retrieve specific article details; “list_articles” = list articles with filters; “create_article” = create new draft article; “publish” = publish draft article to make visible; “archive” = archive outdated article
searchText	string	No	—	Search query text (required for search action). Example: “password reset”
articleId	string	No	—	Knowledge article ID (required for get_article, publish, archive). Example: “kA0xx…”
fields	object	No	—	Article fields (required for create_article). Example: {“Title”: “How to Reset Password”, “UrlName”: “reset-password”, “Summary”: ”…”}
filters	object	No	—	Query filters (for list_articles). Example: {“PublishStatus”: “Online”, “Language”: “en_US”}

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID"
    },
    "action": {
      "type": "string",
      "enum": [
        "search",
        "get_article",
        "list_articles",
        "create_article",
        "publish",
        "archive"
      ],
      "description": "(required) Knowledge action: \"search\" = search knowledge base for articles; \"get_article\" = retrieve specific article details; \"list_articles\" = list articles with filters; \"create_article\" = create new draft article; \"publish\" = publish draft article to make visible; \"archive\" = archive outdated article"
    },
    "searchText": {
      "type": "string",
      "description": "Search query text (required for search action). Example: \"password reset\""
    },
    "articleId": {
      "type": "string",
      "description": "Knowledge article ID (required for get_article, publish, archive). Example: \"kA0xx...\""
    },
    "fields": {
      "type": "object",
      "additionalProperties": true,
      "description": "Article fields (required for create_article). Example: {\"Title\": \"How to Reset Password\", \"UrlName\": \"reset-password\", \"Summary\": \"...\"}"
    },
    "filters": {
      "type": "object",
      "additionalProperties": true,
      "description": "Query filters (for list_articles). Example: {\"PublishStatus\": \"Online\", \"Language\": \"en_US\"}"
    }
  },
  "required": [
    "PCID",
    "action"
  ]
}

---

salesforce_leads

Manage Lead records. List leads, create new leads, update lead info, or convert qualified leads into Account/Contact/Opportunity. Actions: list, create, update, get, convert.

Parameters:

Parameter	Type	Required	Default	Description
action	string	Yes	—	(required) Lead action: “list” = query leads with filters; “create” = insert new lead; “update” = modify lead; “get” = retrieve lead by ID; “convert” = convert qualified lead into Account/Contact/Opportunity
leadId	string	No	—	Lead ID (required for get, update, convert actions). Example: “00Qxx000001gDwDEAU”
fields	object	No	—	Lead fields for create/update. Example: {“FirstName”: “Jane”, “LastName”: “Doe”, “Company”: “Acme”, “Email”: “[e-mail]”}
filters	object	No	—	Query filters for list action. Example: {“Status”: “Open - Not Contacted”, “Rating”: “Hot”}
limit	number	No	—	Maximum records to return for list action (default: 100)
doNotCreateOpportunity	boolean	No	—	For convert action: set true to skip opportunity creation (default: false)

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID"
    },
    "action": {
      "type": "string",
      "enum": [
        "list",
        "create",
        "update",
        "get",
        "convert"
      ],
      "description": "(required) Lead action: \"list\" = query leads with filters; \"create\" = insert new lead; \"update\" = modify lead; \"get\" = retrieve lead by ID; \"convert\" = convert qualified lead into Account/Contact/Opportunity"
    },
    "leadId": {
      "type": "string",
      "description": "Lead ID (required for get, update, convert actions). Example: \"00Qxx000001gDwDEAU\""
    },
    "fields": {
      "type": "object",
      "additionalProperties": true,
      "description": "Lead fields for create/update. Example: {\"FirstName\": \"Jane\", \"LastName\": \"Doe\", \"Company\": \"Acme\", \"Email\": \"[e-mail]\"}"
    },
    "filters": {
      "type": "object",
      "additionalProperties": true,
      "description": "Query filters for list action. Example: {\"Status\": \"Open - Not Contacted\", \"Rating\": \"Hot\"}"
    },
    "limit": {
      "type": "number",
      "description": "Maximum records to return for list action (default: 100)"
    },
    "doNotCreateOpportunity": {
      "type": "boolean",
      "description": "For convert action: set true to skip opportunity creation (default: false)"
    }
  },
  "required": [
    "PCID",
    "action"
  ]
}

---

salesforce_merge

Merge duplicate Account, Contact, or Lead records into a master record. Automatically reassigns child records (opportunities, cases, activities, etc.) to the master.

Parameters:

Parameter	Type	Required	Default	Description
sobject	string	Yes	—	Object type to merge (must be Account, Contact, or Lead). Example: “Account”
masterRecordId	string	Yes	—	ID of the master record to keep. All data will be consolidated into this record. Example: “001xx000003DGb2AAG”
duplicateRecordIds	string[]	Yes	—	Array of duplicate record IDs to merge into master (max 2 duplicates). Example: [“001xx000003DGb3AAG”, “001xx000003DGb4AAG”]
masterFieldValues	object	No	—	Optional field values to set on master record after merge. Example: {“Name”: “Acme Corp”}

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID"
    },
    "sobject": {
      "type": "string",
      "description": "Object type to merge (must be Account, Contact, or Lead). Example: \"Account\""
    },
    "masterRecordId": {
      "type": "string",
      "description": "ID of the master record to keep. All data will be consolidated into this record. Example: \"001xx000003DGb2AAG\""
    },
    "duplicateRecordIds": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Array of duplicate record IDs to merge into master (max 2 duplicates). Example: [\"001xx000003DGb3AAG\", \"001xx000003DGb4AAG\"]"
    },
    "masterFieldValues": {
      "type": "object",
      "additionalProperties": true,
      "description": "Optional field values to set on master record after merge. Example: {\"Name\": \"Acme Corp\"}"
    }
  },
  "required": [
    "PCID",
    "sobject",
    "masterRecordId",
    "duplicateRecordIds"
  ]
}

---

salesforce_metadata

Retrieve Salesforce org metadata including API limits, org details, and current user information. Essential for monitoring and governance. Actions: get_limits, get_org_info, get_user_info.

Parameters:

Parameter	Type	Required	Default	Description
action	string	Yes	—	(required) Metadata type: “get_limits” = API limits and usage; “get_org_info” = organization details; “get_user_info” = current authenticated user info

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID"
    },
    "action": {
      "type": "string",
      "enum": [
        "get_limits",
        "get_org_info",
        "get_user_info"
      ],
      "description": "(required) Metadata type: \"get_limits\" = API limits and usage; \"get_org_info\" = organization details; \"get_user_info\" = current authenticated user info"
    }
  },
  "required": [
    "PCID",
    "action"
  ]
}

---

salesforce_notes

Manage notes on records using ContentNote. Create notes attached to any record, list existing notes, or update note content. Actions: create, list, update, delete.

Parameters:

Parameter	Type	Required	Default	Description
action	string	Yes	—	(required) Note action: “create” = create note attached to record; “list” = list existing notes for record; “update” = update note content; “delete” = delete note
recordId	string	No	—	Record ID to attach note to (required for create, list). Example: “001xx…”
title	string	No	—	Note title (required for create). Example: “Meeting Notes - Q4 Planning”
content	string	No	—	Note content text (required for create, update). Can include basic HTML formatting.
contentNoteId	string	No	—	ContentNote ID (required for update, delete). Example: “069xx…“

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID"
    },
    "action": {
      "type": "string",
      "enum": [
        "create",
        "list",
        "update",
        "delete"
      ],
      "description": "(required) Note action: \"create\" = create note attached to record; \"list\" = list existing notes for record; \"update\" = update note content; \"delete\" = delete note"
    },
    "recordId": {
      "type": "string",
      "description": "Record ID to attach note to (required for create, list). Example: \"001xx...\""
    },
    "title": {
      "type": "string",
      "description": "Note title (required for create). Example: \"Meeting Notes - Q4 Planning\""
    },
    "content": {
      "type": "string",
      "description": "Note content text (required for create, update). Can include basic HTML formatting."
    },
    "contentNoteId": {
      "type": "string",
      "description": "ContentNote ID (required for update, delete). Example: \"069xx...\""
    }
  },
  "required": [
    "PCID",
    "action"
  ]
}

---

salesforce_opportunities

Manage Opportunity records. List opportunities, create new deals, update opportunity stages and details, or quickly close as won/lost. Actions: list, create, update, get, close_won, close_lost.

Parameters:

Parameter	Type	Required	Default	Description
action	string	Yes	—	(required) Opportunity action: “list” = query opportunities with filters; “create” = insert new opportunity; “update” = modify opportunity; “get” = retrieve opportunity by ID; “close_won” = mark opportunity as won; “close_lost” = mark opportunity as lost
opportunityId	string	No	—	Opportunity ID (required for get, update, close_won, close_lost). Example: “006xx000003DH5TAAW”
fields	object	No	—	Opportunity fields for create/update. Example: {“Name”: “Acme Deal”, “StageName”: “Prospecting”, “CloseDate”: “2024-12-31”, “Amount”: 50000}
filters	object	No	—	Query filters for list action. Example: {“StageName”: “Closed Won”, “Amount”: {”>”: 10000}}
limit	number	No	—	Maximum records to return for list action (default: 100)

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID"
    },
    "action": {
      "type": "string",
      "enum": [
        "list",
        "create",
        "update",
        "get",
        "close_won",
        "close_lost"
      ],
      "description": "(required) Opportunity action: \"list\" = query opportunities with filters; \"create\" = insert new opportunity; \"update\" = modify opportunity; \"get\" = retrieve opportunity by ID; \"close_won\" = mark opportunity as won; \"close_lost\" = mark opportunity as lost"
    },
    "opportunityId": {
      "type": "string",
      "description": "Opportunity ID (required for get, update, close_won, close_lost). Example: \"006xx000003DH5TAAW\""
    },
    "fields": {
      "type": "object",
      "additionalProperties": true,
      "description": "Opportunity fields for create/update. Example: {\"Name\": \"Acme Deal\", \"StageName\": \"Prospecting\", \"CloseDate\": \"2024-12-31\", \"Amount\": 50000}"
    },
    "filters": {
      "type": "object",
      "additionalProperties": true,
      "description": "Query filters for list action. Example: {\"StageName\": \"Closed Won\", \"Amount\": {\">\": 10000}}"
    },
    "limit": {
      "type": "number",
      "description": "Maximum records to return for list action (default: 100)"
    }
  },
  "required": [
    "PCID",
    "action"
  ]
}

---

salesforce_permissions

Check permissions and access levels. Verify object and field-level permissions for current user, retrieve profile details, or list assigned permission sets. Actions: check_object_access, check_field_access, get_profile, get_permission_sets.

Parameters:

Parameter	Type	Required	Default	Description
action	string	Yes	—	(required) Permission action: “check_object_access” = verify object-level permissions (create, read, update, delete); “check_field_access” = verify field-level access (read, edit); “get_profile” = retrieve profile details; “get_permission_sets” = list assigned permission sets
sobject	string	No	—	Object name (required for check_object_access, check_field_access). Example: “Account”
field	string	No	—	Field API name (required for check_field_access). Example: “AnnualRevenue”
userId	string	No	—	User ID (optional for get_profile, get_permission_sets). Defaults to current user.

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID"
    },
    "action": {
      "type": "string",
      "enum": [
        "check_object_access",
        "check_field_access",
        "get_profile",
        "get_permission_sets"
      ],
      "description": "(required) Permission action: \"check_object_access\" = verify object-level permissions (create, read, update, delete); \"check_field_access\" = verify field-level access (read, edit); \"get_profile\" = retrieve profile details; \"get_permission_sets\" = list assigned permission sets"
    },
    "sobject": {
      "type": "string",
      "description": "Object name (required for check_object_access, check_field_access). Example: \"Account\""
    },
    "field": {
      "type": "string",
      "description": "Field API name (required for check_field_access). Example: \"AnnualRevenue\""
    },
    "userId": {
      "type": "string",
      "description": "User ID (optional for get_profile, get_permission_sets). Defaults to current user."
    }
  },
  "required": [
    "PCID",
    "action"
  ]
}

---

salesforce_poll_trigger

Poll for record changes (create, update, delete) in Salesforce objects. Used by polling triggers.

Parameters:

Parameter	Type	Required	Default	Description
sobject	string	Yes	—	Salesforce object API name to poll, e.g. “Account”, “Contact”, “Lead”
fields	string	No	—	Comma-separated list of fields to fetch. System fields are always included.
conditions	string	No	—	Additional SOQL WHERE clause conditions (no leading WHERE). Example: “IsActive = true”
cursor	string	No	—	ISO timestamp of the last seen SystemModstamp for incremental sync
minTimestamp	number	No	—	Unix timestamp in seconds — first poll uses this to bound the initial fetch window
maxResults	number	No	100	Maximum number of records to fetch (capped at 2000)
eventTypes	string[]	Yes	—	Event types to emit: [“created”], [“updated”], or both. Required.

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID"
    },
    "sobject": {
      "type": "string",
      "description": "Salesforce object API name to poll, e.g. \"Account\", \"Contact\", \"Lead\""
    },
    "fields": {
      "type": "string",
      "description": "Comma-separated list of fields to fetch. System fields are always included."
    },
    "conditions": {
      "type": "string",
      "description": "Additional SOQL WHERE clause conditions (no leading WHERE). Example: \"IsActive = true\""
    },
    "cursor": {
      "type": "string",
      "description": "ISO timestamp of the last seen SystemModstamp for incremental sync"
    },
    "minTimestamp": {
      "type": "number",
      "description": "Unix timestamp in seconds — first poll uses this to bound the initial fetch window"
    },
    "maxResults": {
      "type": "number",
      "default": 100,
      "description": "Maximum number of records to fetch (capped at 2000)"
    },
    "eventTypes": {
      "type": "array",
      "items": {
        "type": "string",
        "enum": [
          "created",
          "updated"
        ]
      },
      "description": "Event types to emit: [\"created\"], [\"updated\"], or both. Required."
    }
  },
  "required": [
    "PCID",
    "sobject",
    "eventTypes"
  ]
}

---

salesforce_products

Manage Products, Pricebooks, and PricebookEntries. List products, create new products, update product details, or manage pricing across different pricebooks. Actions: list, create, update, get_pricebook_entries, add_to_pricebook.

Parameters:

Parameter	Type	Required	Default	Description
action	string	Yes	—	(required) Product action: “list” = list products; “create” = create new product; “update” = update product details; “get_pricebook_entries” = get pricing in different pricebooks; “add_to_pricebook” = add product to pricebook with specific pricing
productId	string	No	—	Product2 ID (required for update, get_pricebook_entries, add_to_pricebook). Example: “01txx…”
fields	object	No	—	Product fields (required for create, update). Example: {“Name”: “Premium Subscription”, “ProductCode”: “PREM-001”, “IsActive”: true}
pricebookId	string	No	—	Pricebook2 ID (required for add_to_pricebook). Example: “01sxx…”
unitPrice	number	No	—	Product unit price (required for add_to_pricebook). Example: 99.99
isActive	boolean	No	—	Whether pricebook entry is active (for add_to_pricebook). Default: true

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID"
    },
    "action": {
      "type": "string",
      "enum": [
        "list",
        "create",
        "update",
        "get_pricebook_entries",
        "add_to_pricebook"
      ],
      "description": "(required) Product action: \"list\" = list products; \"create\" = create new product; \"update\" = update product details; \"get_pricebook_entries\" = get pricing in different pricebooks; \"add_to_pricebook\" = add product to pricebook with specific pricing"
    },
    "productId": {
      "type": "string",
      "description": "Product2 ID (required for update, get_pricebook_entries, add_to_pricebook). Example: \"01txx...\""
    },
    "fields": {
      "type": "object",
      "additionalProperties": true,
      "description": "Product fields (required for create, update). Example: {\"Name\": \"Premium Subscription\", \"ProductCode\": \"PREM-001\", \"IsActive\": true}"
    },
    "pricebookId": {
      "type": "string",
      "description": "Pricebook2 ID (required for add_to_pricebook). Example: \"01sxx...\""
    },
    "unitPrice": {
      "type": "number",
      "description": "Product unit price (required for add_to_pricebook). Example: 99.99"
    },
    "isActive": {
      "type": "boolean",
      "description": "Whether pricebook entry is active (for add_to_pricebook). Default: true"
    }
  },
  "required": [
    "PCID",
    "action"
  ]
}

---

salesforce_query

Execute SOQL queries to search, filter, and retrieve records from any Salesforce object. Supports pagination for large result sets. Use for finding records, aggregations, and custom data retrieval. Actions: query (execute SOQL), query_more (get next page of results).

Parameters:

Parameter	Type	Required	Default	Description
action	string	Yes	—	(required) Action to perform: “query” = execute SOQL query and retrieve records; “query_more” = fetch next page of results using nextRecordsUrl from previous query
query	string	No	—	SOQL query to execute (required for query action). Example: “SELECT Id, Name FROM Account LIMIT 100”
nextRecordsUrl	string	No	—	URL from previous query result (required for query_more action)

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID"
    },
    "action": {
      "type": "string",
      "enum": [
        "query",
        "query_more"
      ],
      "description": "(required) Action to perform: \"query\" = execute SOQL query and retrieve records; \"query_more\" = fetch next page of results using nextRecordsUrl from previous query"
    },
    "query": {
      "type": "string",
      "description": "SOQL query to execute (required for query action). Example: \"SELECT Id, Name FROM Account LIMIT 100\""
    },
    "nextRecordsUrl": {
      "type": "string",
      "description": "URL from previous query result (required for query_more action)"
    }
  },
  "required": [
    "PCID",
    "action"
  ]
}

---

salesforce_queues

Manage Salesforce queues. List available queues, get queue details, assign records (leads, cases, etc.) to a queue, or remove from queue. Actions: list, get, assign, remove.

Parameters:

Parameter	Type	Required	Default	Description
action	string	Yes	—	(required) Queue action: “list” = list available queues; “get” = get queue details and members; “assign” = assign record to queue; “remove” = remove record from queue (reassigns to current user)
queueId	string	No	—	Queue ID (Group record where Type=‘Queue’) (required for get, assign). Example: “00Gxx…”
recordId	string	No	—	Record ID to assign/remove (required for assign, remove). Example: “00Qxx…” (Lead), “500xx…” (Case)
sobject	string	No	—	Object type being assigned/removed (required for assign, remove). Example: “Lead”, “Case”

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID"
    },
    "action": {
      "type": "string",
      "enum": [
        "list",
        "get",
        "assign",
        "remove"
      ],
      "description": "(required) Queue action: \"list\" = list available queues; \"get\" = get queue details and members; \"assign\" = assign record to queue; \"remove\" = remove record from queue (reassigns to current user)"
    },
    "queueId": {
      "type": "string",
      "description": "Queue ID (Group record where Type='Queue') (required for get, assign). Example: \"00Gxx...\""
    },
    "recordId": {
      "type": "string",
      "description": "Record ID to assign/remove (required for assign, remove). Example: \"00Qxx...\" (Lead), \"500xx...\" (Case)"
    },
    "sobject": {
      "type": "string",
      "description": "Object type being assigned/removed (required for assign, remove). Example: \"Lead\", \"Case\""
    }
  },
  "required": [
    "PCID",
    "action"
  ]
}

---

salesforce_recent_items

Retrieve recently viewed or recently updated items for current user. Useful for quick access to recent work.

Parameters:

Parameter	Type	Required	Default	Description
limit	number	No	—	Maximum number of recent items to return (default: 50, max: 200)

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID"
    },
    "limit": {
      "type": "number",
      "description": "Maximum number of recent items to return (default: 50, max: 200)"
    }
  },
  "required": [
    "PCID"
  ]
}

---

salesforce_record_types

Query and manage record types. Get available record types for an object, retrieve record type details, or filter records by record type. Actions: list, get, get_by_object.

Parameters:

Parameter	Type	Required	Default	Description
action	string	Yes	—	(required) Record type action: “list” = get all record types; “get” = retrieve specific record type by ID; “get_by_object” = get record types for specific object
recordTypeId	string	No	—	Record type ID (required for get action). Example: “012xx000001gDwD”
sobject	string	No	—	Object name (required for get_by_object action). Example: “Opportunity”, “Case”

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID"
    },
    "action": {
      "type": "string",
      "enum": [
        "list",
        "get",
        "get_by_object"
      ],
      "description": "(required) Record type action: \"list\" = get all record types; \"get\" = retrieve specific record type by ID; \"get_by_object\" = get record types for specific object"
    },
    "recordTypeId": {
      "type": "string",
      "description": "Record type ID (required for get action). Example: \"012xx000001gDwD\""
    },
    "sobject": {
      "type": "string",
      "description": "Object name (required for get_by_object action). Example: \"Opportunity\", \"Case\""
    }
  },
  "required": [
    "PCID",
    "action"
  ]
}

---

salesforce_records

Perform CRUD operations on any Salesforce object. Generic interface for all standard and custom objects. Use upsert to insert or update based on external ID. Supports hard_delete to permanently remove records from recycle bin (reclaims org storage). Actions: create, update, delete, hard_delete, get, clone, upsert. Note: Uses Salesforce API v65.0. The get/clone actions retrieve limited fields; use salesforce_query for specific field selection.

Parameters:

Parameter	Type	Required	Default	Description
action	string	Yes	—	(required) CRUD operation: “create” = insert new record; “update” = modify existing record; “delete” = soft delete (moves to recycle bin); “hard_delete” = permanently delete (purges recycle bin entry to reclaim storage); “get” = retrieve single record by ID (returns basic fields only); “clone” = duplicate existing record; “upsert” = insert or update based on external ID field
sobject	string	Yes	—	Salesforce object API name. Examples: “Account”, “Contact”, “CustomObject__c”
recordId	string	No	—	Record ID (required for update, delete, get, clone actions). Example: “001xx000003DGb2AAG”
record	object	No	—	Record data fields (required for create, update actions). Example: {“Name”: “Acme Corp”, “Industry”: “Technology”}
externalIdField	string	No	—	External ID field name (required for upsert action). MUST be a field marked as “External ID” in Salesforce. Standard fields like Name, Email are NOT external IDs unless explicitly configured. Use custom fields like “External_ID__c” that have the External ID checkbox enabled. Example: “External_ID__c”, “Legacy_System_ID__c”
externalIdValue	string	No	—	External ID value to match (required for upsert action). This value will be used to find existing records. Example: “EXT-12345”

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID"
    },
    "action": {
      "type": "string",
      "enum": [
        "create",
        "update",
        "delete",
        "hard_delete",
        "get",
        "clone",
        "upsert"
      ],
      "description": "(required) CRUD operation: \"create\" = insert new record; \"update\" = modify existing record; \"delete\" = soft delete (moves to recycle bin); \"hard_delete\" = permanently delete (purges recycle bin entry to reclaim storage); \"get\" = retrieve single record by ID (returns basic fields only); \"clone\" = duplicate existing record; \"upsert\" = insert or update based on external ID field"
    },
    "sobject": {
      "type": "string",
      "description": "Salesforce object API name. Examples: \"Account\", \"Contact\", \"CustomObject__c\""
    },
    "recordId": {
      "type": "string",
      "description": "Record ID (required for update, delete, get, clone actions). Example: \"001xx000003DGb2AAG\""
    },
    "record": {
      "type": "object",
      "additionalProperties": true,
      "description": "Record data fields (required for create, update actions). Example: {\"Name\": \"Acme Corp\", \"Industry\": \"Technology\"}"
    },
    "externalIdField": {
      "type": "string",
      "description": "External ID field name (required for upsert action). MUST be a field marked as \"External ID\" in Salesforce. Standard fields like Name, Email are NOT external IDs unless explicitly configured. Use custom fields like \"External_ID__c\" that have the External ID checkbox enabled. Example: \"External_ID__c\", \"Legacy_System_ID__c\""
    },
    "externalIdValue": {
      "type": "string",
      "description": "External ID value to match (required for upsert action). This value will be used to find existing records. Example: \"EXT-12345\""
    }
  },
  "required": [
    "PCID",
    "action",
    "sobject"
  ]
}

---

salesforce_reports

Manage Salesforce Reports. List available reports, run reports to retrieve results, get report metadata, or export report data. Actions: list, run, get_metadata, export.

Parameters:

Parameter	Type	Required	Default	Description
action	string	Yes	—	(required) Report action: “list” = list available reports; “run” = execute report and retrieve results; “get_metadata” = get report structure; “export” = download report data
reportId	string	No	—	Report ID (required for run, get_metadata, export). Example: “00Oxx…”
filters	object	No	—	Report filters to apply when running. Example: {“CloseDate”: “THIS_QUARTER”}
format	string	No	—	Export format (for export action). Options: “csv”, “excel”, “pdf”. Default: “csv”

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID"
    },
    "action": {
      "type": "string",
      "enum": [
        "list",
        "run",
        "get_metadata",
        "export"
      ],
      "description": "(required) Report action: \"list\" = list available reports; \"run\" = execute report and retrieve results; \"get_metadata\" = get report structure; \"export\" = download report data"
    },
    "reportId": {
      "type": "string",
      "description": "Report ID (required for run, get_metadata, export). Example: \"00Oxx...\""
    },
    "filters": {
      "type": "object",
      "additionalProperties": true,
      "description": "Report filters to apply when running. Example: {\"CloseDate\": \"THIS_QUARTER\"}"
    },
    "format": {
      "type": "string",
      "description": "Export format (for export action). Options: \"csv\", \"excel\", \"pdf\". Default: \"csv\""
    }
  },
  "required": [
    "PCID",
    "action"
  ]
}

---

salesforce_schema

Manage Salesforce custom field schema using the Metadata API. Create, read, update, delete, and list custom fields on any standard or custom object. Use this to set up custom fields (e.g., checkboxes, picklists, lookups) without manual Salesforce Setup. Actions: create_field, read_field, update_field, delete_field, list_fields.

Parameters:

Parameter	Type	Required	Default	Description
action	string	Yes	—	(required) Schema action: “create_field” = create a new custom field; “read_field” = read a custom field definition; “update_field” = update a custom field; “delete_field” = permanently delete a custom field; “list_fields” = list all custom fields on an object
objectName	string	Yes	—	(required) Target Salesforce object API name. Examples: “Account”, “Contact”, “MyCustomObj__c”
fieldName	string	No	—	Custom field API name (required for create/read/update/delete). Must end with __c. Example: “Patient__c”
label	string	No	—	Display label for the field (required for create_field, optional for update_field). Example: “Patient”
fieldType	string	No	—	Field data type (required for create_field). Determines which additional parameters are needed.
description	string	No	—	Field description/help text
required	boolean	No	—	Whether the field is required. Default: false
length	number	No	—	Field length (required for Text, LongTextArea, Html). Example: 255 for Text
precision	number	No	—	Total number of digits (required for Number, Currency, Percent). Example: 18
scale	number	No	—	Number of decimal places (required for Number, Currency, Percent). Example: 2
defaultValue	string	No	—	Default value (required for Checkbox: “true” or “false”)
picklistValues	object[]	No	—	Picklist values (required for Picklist/MultiselectPicklist). Example: [{“label”: “Hot”, “value”: “Hot”, “isDefault”: true}]
referenceTo	string	No	—	Target object for Lookup/MasterDetail relationships. Example: “Contact”
relationshipName	string	No	—	Relationship name for Lookup/MasterDetail. Example: “PrimaryContact”
visibleLines	number	No	—	Number of visible lines (required for LongTextArea, Html, MultiselectPicklist). Example: 5
displayFormat	string	No	—	Display format for AutoNumber fields (required for AutoNumber). Example: “A-{0000}” generates A-0001, A-0002, etc.
relationshipLabel	string	No	—	Plural label for the relationship (required for Lookup/MasterDetail). Shown in related lists. Example: “Contacts”

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID"
    },
    "action": {
      "type": "string",
      "enum": [
        "create_field",
        "read_field",
        "update_field",
        "delete_field",
        "list_fields"
      ],
      "description": "(required) Schema action: \"create_field\" = create a new custom field; \"read_field\" = read a custom field definition; \"update_field\" = update a custom field; \"delete_field\" = permanently delete a custom field; \"list_fields\" = list all custom fields on an object"
    },
    "objectName": {
      "type": "string",
      "description": "(required) Target Salesforce object API name. Examples: \"Account\", \"Contact\", \"MyCustomObj__c\""
    },
    "fieldName": {
      "type": "string",
      "description": "Custom field API name (required for create/read/update/delete). Must end with __c. Example: \"Patient__c\""
    },
    "label": {
      "type": "string",
      "description": "Display label for the field (required for create_field, optional for update_field). Example: \"Patient\""
    },
    "fieldType": {
      "type": "string",
      "enum": [
        "Text",
        "Checkbox",
        "Number",
        "Currency",
        "Date",
        "DateTime",
        "Email",
        "Phone",
        "Url",
        "Picklist",
        "MultiselectPicklist",
        "TextArea",
        "LongTextArea",
        "Html",
        "Lookup",
        "MasterDetail",
        "Percent",
        "AutoNumber"
      ],
      "description": "Field data type (required for create_field). Determines which additional parameters are needed."
    },
    "description": {
      "type": "string",
      "description": "Field description/help text"
    },
    "required": {
      "type": "boolean",
      "description": "Whether the field is required. Default: false"
    },
    "length": {
      "type": "number",
      "description": "Field length (required for Text, LongTextArea, Html). Example: 255 for Text"
    },
    "precision": {
      "type": "number",
      "description": "Total number of digits (required for Number, Currency, Percent). Example: 18"
    },
    "scale": {
      "type": "number",
      "description": "Number of decimal places (required for Number, Currency, Percent). Example: 2"
    },
    "defaultValue": {
      "type": "string",
      "description": "Default value (required for Checkbox: \"true\" or \"false\")"
    },
    "picklistValues": {
      "type": "array",
      "items": {
        "type": "object",
        "properties": {
          "label": {
            "type": "string",
            "description": "Display label"
          },
          "value": {
            "type": "string",
            "description": "API value"
          },
          "isDefault": {
            "type": "boolean",
            "description": "Whether this is the default value"
          }
        }
      },
      "description": "Picklist values (required for Picklist/MultiselectPicklist). Example: [{\"label\": \"Hot\", \"value\": \"Hot\", \"isDefault\": true}]"
    },
    "referenceTo": {
      "type": "string",
      "description": "Target object for Lookup/MasterDetail relationships. Example: \"Contact\""
    },
    "relationshipName": {
      "type": "string",
      "description": "Relationship name for Lookup/MasterDetail. Example: \"PrimaryContact\""
    },
    "visibleLines": {
      "type": "number",
      "description": "Number of visible lines (required for LongTextArea, Html, MultiselectPicklist). Example: 5"
    },
    "displayFormat": {
      "type": "string",
      "description": "Display format for AutoNumber fields (required for AutoNumber). Example: \"A-{0000}\" generates A-0001, A-0002, etc."
    },
    "relationshipLabel": {
      "type": "string",
      "description": "Plural label for the relationship (required for Lookup/MasterDetail). Shown in related lists. Example: \"Contacts\""
    }
  },
  "required": [
    "PCID",
    "action",
    "objectName"
  ]
}

---

salesforce_search

Execute SOSL queries for global search across multiple objects. More efficient than SOQL for text-based searches across many objects.

Parameters:

Parameter	Type	Required	Default	Description
searchText	string	Yes	—	Text to search for across Salesforce objects. Example: “John Smith” or “acme.com”
objects	string[]	No	—	Optional list of specific objects to search. Example: [“Account”, “Contact”, “Lead”]. If omitted, searches all searchable objects.

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID"
    },
    "searchText": {
      "type": "string",
      "description": "Text to search for across Salesforce objects. Example: \"John Smith\" or \"acme.com\""
    },
    "objects": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Optional list of specific objects to search. Example: [\"Account\", \"Contact\", \"Lead\"]. If omitted, searches all searchable objects."
    }
  },
  "required": [
    "PCID",
    "searchText"
  ]
}

---

salesforce_users

Manage Salesforce users and record ownership. List users with filters, get user details, transfer record ownership to another user, or update user information. Actions: list, get, assign_owner, deactivate, update.

Parameters:

Parameter	Type	Required	Default	Description
action	string	Yes	—	(required) User action: “list” = list users with filters; “get” = get user details; “assign_owner” = transfer record ownership to another user; “deactivate” = deactivate user; “update” = update user information
userId	string	No	—	User ID (required for get, deactivate, update). Example: “005xx…”
filters	object	No	—	User query filters (for list action). Example: {“IsActive”: true, “UserRole.Name”: “Sales Rep”}
recordId	string	No	—	Record ID to reassign (required for assign_owner). Example: “001xx…”
newOwnerId	string	No	—	New owner User ID (required for assign_owner). Example: “005yy…”
fields	object	No	—	User fields to update (for update action). Example: {“Email”: “[e-mail]”, “Title”: “Senior Sales Rep”}

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID"
    },
    "action": {
      "type": "string",
      "enum": [
        "list",
        "get",
        "assign_owner",
        "deactivate",
        "update"
      ],
      "description": "(required) User action: \"list\" = list users with filters; \"get\" = get user details; \"assign_owner\" = transfer record ownership to another user; \"deactivate\" = deactivate user; \"update\" = update user information"
    },
    "userId": {
      "type": "string",
      "description": "User ID (required for get, deactivate, update). Example: \"005xx...\""
    },
    "filters": {
      "type": "object",
      "additionalProperties": true,
      "description": "User query filters (for list action). Example: {\"IsActive\": true, \"UserRole.Name\": \"Sales Rep\"}"
    },
    "recordId": {
      "type": "string",
      "description": "Record ID to reassign (required for assign_owner). Example: \"001xx...\""
    },
    "newOwnerId": {
      "type": "string",
      "description": "New owner User ID (required for assign_owner). Example: \"005yy...\""
    },
    "fields": {
      "type": "object",
      "additionalProperties": true,
      "description": "User fields to update (for update action). Example: {\"Email\": \"[e-mail]\", \"Title\": \"Senior Sales Rep\"}"
    }
  },
  "required": [
    "PCID",
    "action"
  ]
}

---

salesforce_validation_rules

List validation rules for an object, get rule details, or evaluate if a record would pass validation (dry run). Actions: list, get, evaluate.

Parameters:

Parameter	Type	Required	Default	Description
action	string	Yes	—	(required) Validation action: “list” = get all validation rules for object; “get” = retrieve specific rule details; “evaluate” = test if record would pass validation without saving (dry run)
sobject	string	No	—	Object API name (required for list, evaluate). Example: “Opportunity”, “Account”
validationRuleId	string	No	—	Validation rule ID (required for get action). Example: “03dxx…”
recordData	object	No	—	Record field values to test (required for evaluate). Example: {“Amount”: -1000, “StageName”: “Closed Won”}

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID"
    },
    "action": {
      "type": "string",
      "enum": [
        "list",
        "get",
        "evaluate"
      ],
      "description": "(required) Validation action: \"list\" = get all validation rules for object; \"get\" = retrieve specific rule details; \"evaluate\" = test if record would pass validation without saving (dry run)"
    },
    "sobject": {
      "type": "string",
      "description": "Object API name (required for list, evaluate). Example: \"Opportunity\", \"Account\""
    },
    "validationRuleId": {
      "type": "string",
      "description": "Validation rule ID (required for get action). Example: \"03dxx...\""
    },
    "recordData": {
      "type": "object",
      "additionalProperties": true,
      "description": "Record field values to test (required for evaluate). Example: {\"Amount\": -1000, \"StageName\": \"Closed Won\"}"
    }
  },
  "required": [
    "PCID",
    "action"
  ]
}