菜单
Automate Salesforce tasks via Rube MCP (Composio): leads, contacts, accounts, opportunities, SOQL queries. Always search tools first for current schemas.
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基于 SOC 职业分类
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| name | salesforce-automation |
| description | Automate Salesforce tasks via Rube MCP (Composio): leads, contacts, accounts, opportunities, SOQL queries. Always search tools first for current schemas. |
| risk | unknown |
| source | community |
| date_added | 2026-02-27 |
Automate Salesforce CRM operations through Composio's Salesforce toolkit via Rube MCP.
RUBE_MANAGE_CONNECTIONS with toolkit salesforceRUBE_SEARCH_TOOLS first to get current tool schemasGet Rube MCP: Add https://rube.app/mcp as an MCP server in your client configuration. No API keys needed — just add the endpoint and it works.
RUBE_SEARCH_TOOLS respondsRUBE_MANAGE_CONNECTIONS with toolkit salesforceWhen to use: User wants to create, search, update, or list leads
Tool sequence:
SALESFORCE_SEARCH_LEADS - Search leads by criteria [Optional]SALESFORCE_LIST_LEADS - List all leads [Optional]SALESFORCE_CREATE_LEAD - Create a new lead [Optional]SALESFORCE_UPDATE_LEAD - Update lead fields [Optional]SALESFORCE_ADD_LEAD_TO_CAMPAIGN - Add lead to campaign [Optional]SALESFORCE_APPLY_LEAD_ASSIGNMENT_RULES - Apply assignment rules [Optional]Key parameters:
LastName: Required for lead creationCompany: Required for lead creationEmail, Phone, Title: Common lead fieldslead_id: Lead ID for updatescampaign_id: Campaign ID for campaign operationsPitfalls:
When to use: User wants to manage contacts and their associated accounts
Tool sequence:
SALESFORCE_SEARCH_CONTACTS - Search contacts [Optional]SALESFORCE_LIST_CONTACTS - List contacts [Optional]SALESFORCE_CREATE_CONTACT - Create a new contact [Optional]SALESFORCE_SEARCH_ACCOUNTS - Search accounts [Optional]SALESFORCE_CREATE_ACCOUNT - Create a new account [Optional]SALESFORCE_ASSOCIATE_CONTACT_TO_ACCOUNT - Link contact to account [Optional]Key parameters:
LastName: Required for contact creationName: Account name for creationAccountId: Account ID to associate with contactcontact_id, account_id: IDs for associationPitfalls:
When to use: User wants to track and manage sales opportunities
Tool sequence:
SALESFORCE_SEARCH_OPPORTUNITIES - Search opportunities [Optional]SALESFORCE_LIST_OPPORTUNITIES - List all opportunities [Optional]SALESFORCE_GET_OPPORTUNITY - Get opportunity details [Optional]SALESFORCE_CREATE_OPPORTUNITY - Create new opportunity [Optional]SALESFORCE_RETRIEVE_OPPORTUNITIES_DATA - Retrieve opportunity data [Optional]Key parameters:
Name: Opportunity name (required)StageName: Sales stage (required)CloseDate: Expected close date (required)Amount: Deal valueAccountId: Associated accountPitfalls:
When to use: User wants to query Salesforce data with custom SOQL
Tool sequence:
SALESFORCE_RUN_SOQL_QUERY / SALESFORCE_QUERY - Execute SOQL [Required]Key parameters:
query: SOQL query stringPitfalls:
Account.Name not Account Name)When to use: User wants to create, search, update, or complete tasks
Tool sequence:
SALESFORCE_SEARCH_TASKS - Search tasks [Optional]SALESFORCE_UPDATE_TASK - Update task fields [Optional]SALESFORCE_COMPLETE_TASK - Mark task as complete [Optional]Key parameters:
task_id: Task ID for updatesStatus: Task status valueSubject: Task subjectPitfalls:
Basic query:
SELECT Id, Name, Email FROM Contact WHERE LastName = 'Smith'
With relationships:
SELECT Id, Name, Account.Name FROM Contact WHERE Account.Industry = 'Technology'
Date filtering:
SELECT Id, Name FROM Lead WHERE CreatedDate = TODAY
SELECT Id, Name FROM Opportunity WHERE CloseDate = NEXT_MONTH
SALESFORCE_QUERY with nextRecordsUrl for paginationdone field in response; if false, continue pagingField API Names:
__c suffixID Formats:
| Task | Tool Slug | Key Params |
|---|---|---|
| Create lead | SALESFORCE_CREATE_LEAD | LastName, Company |
| Search leads | SALESFORCE_SEARCH_LEADS | query |
| List leads | SALESFORCE_LIST_LEADS | (filters) |
| Update lead | SALESFORCE_UPDATE_LEAD | lead_id, fields |
| Create contact | SALESFORCE_CREATE_CONTACT | LastName |
| Search contacts | SALESFORCE_SEARCH_CONTACTS | query |
| Create account | SALESFORCE_CREATE_ACCOUNT | Name |
| Search accounts | SALESFORCE_SEARCH_ACCOUNTS | query |
| Link contact | SALESFORCE_ASSOCIATE_CONTACT_TO_ACCOUNT | contact_id, account_id |
| Create opportunity | SALESFORCE_CREATE_OPPORTUNITY | Name, StageName, CloseDate |
| Get opportunity | SALESFORCE_GET_OPPORTUNITY | opportunity_id |
| Search opportunities | SALESFORCE_SEARCH_OPPORTUNITIES | query |
| Run SOQL | SALESFORCE_RUN_SOQL_QUERY | query |
| Query | SALESFORCE_QUERY | query |
| Search tasks | SALESFORCE_SEARCH_TASKS | query |
| Update task | SALESFORCE_UPDATE_TASK | task_id, fields |
| Complete task | SALESFORCE_COMPLETE_TASK | task_id |
| Get user info | SALESFORCE_GET_USER_INFO | (none) |
| Custom objects | SALESFORCE_GET_ALL_CUSTOM_OBJECTS | (none) |
| Create record | SALESFORCE_CREATE_A_RECORD | object_type, fields |
| Transfer ownership | SALESFORCE_MASS_TRANSFER_OWNERSHIP | records, new_owner |
This skill is applicable to execute the workflow or actions described in the overview.