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分类: 开发与工程无需 API Key

salesforce

Salesforce CRM API集成,支持OAuth管理。使用SOQL查询记录,管理sObjects(联系人、账户、潜在客户、商机)并执行批量操作。当用户希望与Salesforce数据交互时,请使用此技能。对于其他第三方应用程序,请使用api-gateway技能(https://clawhub.ai/byungkyu/api-gateway)。

person作者: jakexiaohubgithub

Salesforce

Access the Salesforce REST API with managed OAuth authentication. Query records using SOQL, manage sObjects, and perform CRUD operations on your Salesforce data.

Quick Start

# Query contacts
python <<'EOF'
import urllib.request, os, json
req = urllib.request.Request('https://gateway.maton.ai/salesforce/services/data/v59.0/query?q=SELECT+Id,Name,Email+FROM+Contact+LIMIT+10')
req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')
print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))
EOF

Base URL

https://gateway.maton.ai/salesforce/{native-api-path}

Replace {native-api-path} with the actual Salesforce REST API endpoint path. The gateway proxies requests to {instance}.salesforce.com (automatically replaced with your connection config) and injects your access token.

Authentication

All requests require the Maton API key in the Authorization header:

Authorization: Bearer $MATON_API_KEY

Environment Variable: Set your API key as MATON_API_KEY:

export MATON_API_KEY="YOUR_API_KEY"

Getting Your API Key

  1. Sign in or create an account at maton.ai
  2. Go to maton.ai/settings
  3. Copy your API key

Connection Management

Manage your Salesforce OAuth connections at https://ctrl.maton.ai.

List Connections

python <<'EOF'
import urllib.request, os, json
req = urllib.request.Request('https://ctrl.maton.ai/connections?app=salesforce&status=ACTIVE')
req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')
print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))
EOF

Create Connection

python <<'EOF'
import urllib.request, os, json
data = json.dumps({'app': 'salesforce'}).encode()
req = urllib.request.Request('https://ctrl.maton.ai/connections', data=data, method='POST')
req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')
req.add_header('Content-Type', 'application/json')
print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))
EOF

Get Connection

python <<'EOF'
import urllib.request, os, json
req = urllib.request.Request('https://ctrl.maton.ai/connections/{connection_id}')
req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')
print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))
EOF

Response:

{
  "connection": {
    "connection_id": "21fd90f9-5935-43cd-b6c8-bde9d915ca80",
    "status": "ACTIVE",
    "creation_time": "2025-12-08T07:20:53.488460Z",
    "last_updated_time": "2026-01-31T20:03:32.593153Z",
    "url": "https://connect.maton.ai/?session_token=...",
    "app": "salesforce",
    "metadata": {}
  }
}

Open the returned url in a browser to complete OAuth authorization.

Delete Connection

python <<'EOF'
import urllib.request, os, json
req = urllib.request.Request('https://ctrl.maton.ai/connections/{connection_id}', method='DELETE')
req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')
print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))
EOF

Specifying Connection

If you have multiple Salesforce connections, specify which one to use with the Maton-Connection header:

python <<'EOF'
import urllib.request, os, json
req = urllib.request.Request('https://gateway.maton.ai/salesforce/services/data/v59.0/sobjects')
req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')
req.add_header('Maton-Connection', '21fd90f9-5935-43cd-b6c8-bde9d915ca80')
print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))
EOF

If omitted, the gateway uses the default (oldest) active connection.

API Reference

SOQL Query

GET /salesforce/services/data/v59.0/query?q=SELECT+Id,Name+FROM+Contact+LIMIT+10

Complex query:

GET /salesforce/services/data/v59.0/query?q=SELECT+Id,Name,Email+FROM+Contact+WHERE+Email+LIKE+'%example.com'+ORDER+BY+CreatedDate+DESC

Get Object

GET /salesforce/services/data/v59.0/sobjects/{objectType}/{recordId}

Example:

GET /salesforce/services/data/v59.0/sobjects/Contact/003XXXXXXXXXXXXXXX

Create Object

POST /salesforce/services/data/v59.0/sobjects/{objectType}
Content-Type: application/json

{
  "FirstName": "John",
  "LastName": "Doe",
  "Email": "john@example.com"
}

Update Object

PATCH /salesforce/services/data/v59.0/sobjects/{objectType}/{recordId}
Content-Type: application/json

{
  "Phone": "+1234567890"
}

Delete Object

DELETE /salesforce/services/data/v59.0/sobjects/{objectType}/{recordId}

Describe Object (get schema)

GET /salesforce/services/data/v59.0/sobjects/{objectType}/describe

List Objects

GET /salesforce/services/data/v59.0/sobjects

Search (SOSL)

GET /salesforce/services/data/v59.0/search?q=FIND+{searchTerm}+IN+ALL+FIELDS+RETURNING+Contact(Id,Name)

Composite Request (batch multiple operations)

POST /salesforce/services/data/v59.0/composite
Content-Type: application/json

{
  "compositeRequest": [
    {
      "method": "GET",
      "url": "/services/data/v59.0/sobjects/Contact/003XXXXXXX",
      "referenceId": "contact1"
    },
    {
      "method": "GET",
      "url": "/services/data/v59.0/sobjects/Account/001XXXXXXX",
      "referenceId": "account1"
    }
  ]
}

Composite Batch Request

POST /salesforce/services/data/v59.0/composite/batch
Content-Type: application/json

{
  "batchRequests": [
    {"method": "GET", "url": "v59.0/sobjects/Contact/003XXXXXXX"},
    {"method": "GET", "url": "v59.0/sobjects/Account/001XXXXXXX"}
  ]
}

sObject Collections Create (batch create)

POST /salesforce/services/data/v59.0/composite/sobjects
Content-Type: application/json

{
  "allOrNone": true,
  "records": [
    {"attributes": {"type": "Contact"}, "FirstName": "John", "LastName": "Doe"},
    {"attributes": {"type": "Contact"}, "FirstName": "Jane", "LastName": "Smith"}
  ]
}

sObject Collections Delete (batch delete)

DELETE /salesforce/services/data/v59.0/composite/sobjects?ids=003XXXXX,003YYYYY&allOrNone=true

Get Updated Records

GET /salesforce/services/data/v59.0/sobjects/{objectType}/updated/?start=2026-01-30T00:00:00Z&end=2026-02-01T00:00:00Z

Get Deleted Records

GET /salesforce/services/data/v59.0/sobjects/{objectType}/deleted/?start=2026-01-30T00:00:00Z&end=2026-02-01T00:00:00Z

Get API Limits

GET /salesforce/services/data/v59.0/limits

List API Versions

GET /salesforce/services/data/

Common Objects

  • Account - Companies/Organizations
  • Contact - People associated with accounts
  • Lead - Potential customers
  • Opportunity - Sales deals
  • Case - Support cases
  • Task - To-do items
  • Event - Calendar events

Code Examples

JavaScript

const response = await fetch(
  'https://gateway.maton.ai/salesforce/services/data/v59.0/query?q=SELECT+Id,Name+FROM+Contact+LIMIT+5',
  {
    headers: {
      'Authorization': `Bearer ${process.env.MATON_API_KEY}`
    }
  }
);
const data = await response.json();

Python

import os
import requests

response = requests.get(
    'https://gateway.maton.ai/salesforce/services/data/v59.0/query',
    headers={'Authorization': f'Bearer {os.environ["MATON_API_KEY"]}'},
    params={'q': 'SELECT Id,Name FROM Contact LIMIT 5'}
)

Notes

  • Use URL encoding for SOQL queries (spaces become +)
  • Record IDs are 15 or 18 character alphanumeric strings
  • API version (v59.0) can be adjusted; latest is v65.0
  • Update and Delete operations return HTTP 204 (no content) on success
  • Dates for updated/deleted queries use ISO 8601 format: YYYY-MM-DDTHH:MM:SSZ
  • Use allOrNone: true in batch operations for atomic transactions
  • IMPORTANT: When using curl commands, use curl -g when URLs contain brackets (fields[], sort[], records[]) to disable glob parsing
  • IMPORTANT: When piping curl output to jq or other commands, environment variables like $MATON_API_KEY may not expand correctly in some shell environments. You may get "Invalid API key" errors when piping.

Error Handling

| Status | Meaning | |--------|---------| | 400 | Missing Salesforce connection | | 401 | Invalid or missing Maton API key | | 429 | Rate limited (10 req/sec per account) | | 4xx/5xx | Passthrough error from Salesforce API |

Troubleshooting: Invalid API Key

When you receive a "Invalid API key" error, ALWAYS follow these steps before concluding there is an issue:

  1. Check that the MATON_API_KEY environment variable is set:
echo $MATON_API_KEY
  1. Verify the API key is valid by listing connections:
python <<'EOF'
import urllib.request, os, json
req = urllib.request.Request('https://ctrl.maton.ai/connections')
req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')
print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))
EOF

Resources