Salesforce CLI for AI Agents

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Introduction

CLIs are eating MCPs. The industry is converging on the very same idea. MCPs for all their merit can be token hungry, slow, and unreliable for complex tool chaining. However, coding agents have become incredibly good at working with CLIs, and in fact they are far more comfortable working with CLI tools than MCP.

With Composio's Universal CLI, your coding agents can talk to over 1000+ SaaS applications. With Salesforce, agents can add new contact to spring campaign, clone opportunity with all associated products, complete follow-up task for lead smith, and more — all without worrying about authentication.

This guide walks you through Composio Universal CLI and explains how you can connect it with coding agents like Claude Code, Codex, OpenCode, etc, for end-to-end Salesforce automation.

Also integrate Salesforce with

What is Universal CLI and why use it?

The idea behind building the universal CLI is to give agents a single command interface to interact with all your external applications. Here's what you'll get with it:

  • Agent-friendly: Coding agents like Claude Code, Codex, and OpenCode can use CLI tools natively — no MCP setup required.
  • Authentication handled: Connect once via OAuth or API Key, and all CLI commands work with your credentials automatically.
  • Tool discovery: Search, inspect, and execute 20,000+ tools across 1000+ apps from one interface.
  • Trigger support: Use triggers to listen for events across your apps, powered by real-time webhooks or polling under the hood.
  • Type generation: Generate typed schemas for autocomplete and type safety in your projects.

Prerequisites

Install the Composio CLI, authenticate, and initialize your project:

bash
# Install the Composio CLI
curl -fsSL https://composio.dev/install | bash

# Authenticate with Composio
composio login

During login you'll be redirected to sign in page, finish the complete flow and you're all set.

Composio CLI authentication flow

Connecting Salesforce to Coding Agents via Universal CLI

Once it is installed, it's essentially done. Claude Code, Codex, OpenCode, OpenClaw, or any other agent will be able to access the CLI. A few steps to give agents access to your apps.

  1. Launch your Coding Agent — Claude Code, Codex, OpenCode, anything you prefer.
  2. Prompt it to "Authenticate with Salesforce"
  3. Complete the authentication and authorization flow and your Salesforce integration is all set.
  4. Start asking anything you want.

Supported Tools & Triggers

Tools
Triggers
Add contact to campaignAdds a contact to a campaign by creating a CampaignMember record to track campaign engagement.
Add lead to campaignAdds a lead to a campaign by creating a CampaignMember record, allowing you to track campaign engagement.
Add product to opportunityAdds a product (line item) to an opportunity.
Apply lead assignment rulesApplies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to accountAssociates a contact with an account by updating the contact's AccountId field.
Clone opportunity with productsClones an opportunity and optionally its products (line items).
Clone recordCreates a copy of an existing Salesforce record by reading its data, removing system fields, and creating a new record.
Close or abort a jobTool to close or abort a Salesforce Bulk API v2 ingest job.
Complete taskMarks a task as completed with optional completion notes.
Create accountCreates a new account in Salesforce with the specified information.
Create a recordTool to create a Salesforce record using the UI API.
Create campaignCreates a new campaign in Salesforce.
Create contactCreates a new contact in Salesforce with the specified information.
Create custom fieldTool to create a custom field on a Salesforce object using the Tooling API.
Create custom objectTool to create a custom object in Salesforce using the Metadata API.
Create leadCreates a new lead in Salesforce.
Create noteCreates a new note attached to a Salesforce record with the specified title and content.
Create opportunityCreates a new opportunity in Salesforce with the specified information.
Create SObject recordTool to create a new Salesforce SObject record.
Create sObject treeTool to create one or more sObject trees with root records of the specified type.
Create taskCreates a new task in Salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Delete accountPermanently deletes an account from Salesforce.
Delete campaignPermanently deletes a campaign from Salesforce.
Delete contactPermanently deletes a contact from Salesforce.
Delete fileTool to permanently delete a file from Salesforce.
Delete job queryTool to delete a Salesforce Bulk API v2 query job.
Delete leadPermanently deletes a lead from Salesforce.
Delete notePermanently deletes a note from Salesforce.
Delete opportunityPermanently deletes an opportunity from Salesforce.
Delete sObject recordTool to delete a single Salesforce record by its ID.
Delete multiple records (SObject Collections)Tool to delete up to 200 records in one request with optional rollback.
Execute sObject Quick ActionTool to execute a specific quick action on an sObject to create records with pre-configured defaults.
Execute SOSL searchExecute a SOSL search to search across multiple Salesforce objects.
Get batch of UI API recordsTool to retrieve multiple Salesforce records in a single request with customizable field selection.
Get accountRetrieves a specific account by ID from Salesforce, returning all available fields.
Get all objectsRetrieves all Salesforce objects (standard and custom) with detailed metadata.
Get all fields for an objectRetrieves all fields (standard and custom) for a Salesforce object with complete metadata including field types, constraints, picklist values, and relationships.
Get all navigation itemsGets all navigation items (tabs) that the user has access to.
Get API resources by versionTool to discover available REST API resources for a specified Salesforce API version.
Get an appTool to get metadata about a specific Salesforce app by ID.
Get appsTool to get metadata for all apps a user has access to.
Get campaignRetrieves a specific campaign by ID from Salesforce, returning all available fields.
Get Chatter resourcesTool to access Chatter resources directory.
Get child recordsTool to get child records for a specified parent record and child relationship name.
Get Compact LayoutsTool to retrieve compact layout information for multiple Salesforce objects.
Get composite resourcesTool to retrieve a list of available composite resources in Salesforce.
Get multiple records by IDsRetrieves multiple records of the same object type by IDs with a request body.
Get consent preferencesTool to retrieve aggregated consent preferences across multiple records for a specific action.
Get contactRetrieves a specific contact by ID from Salesforce, returning all available fields.
Retrieve specific contact by idRetrieves a Salesforce Contact by its unique ID; the ID must correspond to an existing Contact record in Salesforce.
Get dashboardGets detailed metadata for a specific dashboard including its components, layout, and filters.
Get file contentReturns the binary content of a Salesforce file, including references to external files.
Get file informationTool to retrieve comprehensive metadata and information about a specified file in Salesforce.
Get file sharesReturns information about the objects with which the specified file has been shared.
Get global actionsTool to retrieve actions displayed in the Salesforce Global Actions menu with metadata.
Get job failed record resultsTool to retrieve failed records from a Salesforce Bulk API 2.
Get job successful record resultsTool to retrieve successfully processed records from a Salesforce Bulk API 2.
Get job unprocessed record resultsTool to retrieve unprocessed records from a Salesforce Bulk API 2.
Get last selected appRetrieves the app the current user last selected or the app the user sees by default.
Get leadRetrieves a specific lead by ID from Salesforce, returning all available fields.
Get List View Header ActionsTool to retrieve header actions on list views.
Get batch of list view metadataTool to retrieve metadata for multiple list views in a single batch request.
Get list view metadataReturns list view metadata by object and list view API name.
Get list view records by IDReturns record data for a list view by its ID.
Get list view records by API nameRetrieves paginated record data for a specified list view using the object and list view API names.
Get list view resultsRetrieves the results of a list view for a specified sObject.
Get lookup field suggestionsTool to retrieve lookup field suggestions for editing lookup fields with search filtering.
Get lookup field suggestions with POSTTool to get lookup field suggestions with POST request.
Get MRU list view metadataTool to retrieve MRU list view metadata for a Salesforce object.
Get most recently used list view recordsTool to retrieve record data for an object's most recently used (MRU) list view.
Get noteRetrieves a specific note by ID from Salesforce, returning all available fields.
Get list views for an objectReturns a collection of list views associated with a Salesforce object.
Get opportunityRetrieves a specific opportunity by ID from Salesforce, returning all available fields.
Get organization limitsTool to retrieve organization limits with max and remaining allocations.
Get photo actionsTool to retrieve available photo actions for Salesforce pages.
Get Values for All Picklist FieldsTool to get values for all picklist fields of a record type, including dependent picklists.
Get job info queryTool to retrieve information about a Salesforce Bulk API v2 query job.
Get job query resultRetrieves results for a completed Bulk API v2 query job in CSV format.
Get quick actionsTool to retrieve global and object-specific quick actions from Salesforce.
Get record count for objectsTool to retrieve total record counts for specified Salesforce objects.
Get record edit page actionsTool to get available actions on record edit pages.
Get related list actionsTool to get actions on related lists for record detail pages.
Get batch of related list user preferencesTool to get a batch of related list user preferences from Salesforce.
Get related list records with request bodyTool to retrieve related list records with request body parameters for filtering and pagination.
Get search result layoutsRetrieves search result layout information for specified sObjects.
Search suggested queriesReturns a list of suggested searches based on the user's query string.
Get sObject by external IDTool to retrieve a Salesforce record by matching an external ID field value.
Get multiple sObject recordsTool to retrieve multiple records of the same sObject type in a single API call.
Get sObject list view informationTool to retrieve basic information about a specific list view for an sObject.
Get list views for sObjectTool to retrieve list views for a specified sObject.
Get PlatformAction SObject metadataRetrieves metadata description of PlatformAction SObject.
Get sObject Quick Action Default Values by IDRetrieves default field values for a quick action in a specific record context.
Get sObject Quick Action Default ValuesRetrieves default field values for a specific quick action on an sObject.
Get sObject record by IDTool to retrieve a single Salesforce record by ID from any sObject type.
Get records using sObject relationshipsRetrieves records by traversing sObject relationships using friendly URLs.
Get layouts for object with record typeTool to retrieve layout metadata for a specific record type on an object.
Get approval layouts for objectRetrieves approval layouts for a specified Salesforce object.
Get updated sObject recordsTool to retrieve a list of sObject records that have been updated within a given timeframe.
Get support knowledgeRetrieves the root of the Support Knowledge REST API.
Get directory of supported objectsTool to get a Salesforce org's active theme and directory of supported objects.
Get support knowledge articlesRetrieves user's visible knowledge articles and data categories from Salesforce Knowledge.
Get themeTool to get icons and colors for Salesforce UI themes.
Get lookup field actionsTool to get lookup field actions for a Salesforce object.
Get MRU List View ActionsTool to retrieve header actions available on the MRU (Most Recently Used) list view for a specified Salesforce object.
Get related list actionsTool to get available actions on related lists for a record detail page.
Get Personalized Navigation ItemsTool to get personalized navigation items for a specific Salesforce app.
Get Account AllAccounts list view metadataRetrieves list view metadata for the Account AllAccounts view using Salesforce UI API.
Get List View MetadataTool to get list view metadata from Salesforce UI API.
Get Account SearchResult list view metadataRetrieves list view metadata for the Account __SearchResult view using Salesforce UI API.
Get List Views for ObjectTool to get list views for a Salesforce object.
Get record UI data and metadataTool to retrieve layout, field metadata, and record data in a single response.
Get related list user preferencesTool to retrieve user preferences for a specific related list on an object.
Get user infoRetrieves information about the current user or a specific user in Salesforce.
Get custom actions headersTool to return HTTP headers for custom invocable actions without response body.
Get standard actions headersTool to return HTTP headers for standard invocable actions metadata without response body.
Get AppMenu Salesforce1 headersTool to return HTTP headers for AppMenu Salesforce1 mobile navigation items without response body.
Get process rules headersTool to return HTTP headers for process rules of an sObject without retrieving the response body.
Get Quick Actions headersTool to return HTTP headers for Quick Actions resource without response body.
Get quick action default values headers by IDTool to return HTTP headers for sObject quick action default values by context ID without response body.
Get global publisher layouts headersTool to return HTTP headers for all global publisher layouts without response body.
Get sObject quick action headersTool to return HTTP headers for a specific sObject quick action without response body.
Get User password headersTool to return HTTP headers for User password resource without response body.
List accountsLists accounts from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection.
List Analytics templatesTool to list CRM Analytics templates available in the org.
List campaignsLists campaigns from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection.
List contactsLists contacts from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection.
Get custom invocable actionsRetrieves the list of custom actions including Flow actions, Apex actions, and invocable processes.
List dashboardsLists all dashboards available in Salesforce with basic metadata including name, ID, and URLs.
List email templatesLists available email templates in Salesforce with filtering and search capabilities.
List leadsLists leads from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection.
List notesLists notes from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection.
List opportunitiesLists opportunities from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection.
List pricebook entriesLists pricebook entries from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection.
List pricebooksLists pricebooks from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection.
List reportsLists all reports available in Salesforce with basic metadata including name, ID, and URLs.
Get standard invocable actionsRetrieves the list of standard actions that can be statically invoked.
Log callLogs a completed phone call as a task in Salesforce with call-specific details like duration, type, and disposition.
Log email activityCreates an EmailMessage record to log email activity in Salesforce, associating it with related records.
Mass transfer ownershipTransfers ownership of multiple records to a new owner in a single operation using Salesforce's composite API for better performance.
Parameterized SearchTool to execute RESTful search using parameters instead of SOSL clause.
Upsert records using external IDTool to upsert up to 200 records using external ID field matching.
Execute Composite GraphTool to execute multiple related REST API requests in a single transactional call with up to 500 subrequests per graph.
Create records using sObject CollectionsTool to create up to 200 records in one request using sObject Collections.
Parameterized SearchTool to execute parameterized search across Salesforce objects with advanced filtering.
Query All (including deleted)Tool to execute SOQL queries including soft-deleted and archived records.
Remove from campaignRemoves a lead or contact from a campaign by deleting the CampaignMember record.
Retrieve lead by idRetrieves details for a Salesforce Lead by its ID; the specified Lead ID must exist in Salesforce.
Retrieve opportunities dataRetrieves all available Opportunity records, representing potential revenue-generating deals, from Salesforce.
Run reportRuns a report and returns the results.
Run SOQL queryExecutes a SOQL query against Salesforce data.
Search accountsSearch for Salesforce accounts using criteria like name, industry, type, location, or contact information.
Search campaignsSearch for Salesforce campaigns using multiple criteria like name, type, status, date range, or active status.
Search contactsSearch Salesforce Contact records (not Leads — use SALESFORCE_SEARCH_LEADS for those) using name, email, phone, account, or title.
Search suggested article title matchesSearch for Salesforce Knowledge articles with titles matching the search query.
Search leadsSearch for Salesforce leads using criteria like name, email, phone, company, title, status, or lead source.
Search notesSearch for Salesforce notes using multiple criteria like title, body content, parent record, owner, or creation date.
Search opportunitiesSearch for Salesforce opportunities using multiple criteria like name, account, stage, amount, close date, or status.
Search tasksSearch for Salesforce tasks using multiple criteria like subject, status, priority, assigned user, related records, or dates.
Send emailSends an email through Salesforce with options for recipients, attachments, and activity logging.
Send email from templateSends an email using a predefined Salesforce email template with merge field support.
Send mass emailSends bulk emails to multiple recipients immediately and irreversibly using a template or custom content.
Set user passwordTool to set or reset a user's password in Salesforce.
Update sObject recordTool to update specific fields in an existing Salesforce sObject record.
Get user password expiration statusTool to check whether a Salesforce user's password has expired.
Execute Tooling API queryTool to execute SOQL queries against Salesforce Tooling API metadata objects.
Update accountUpdates an existing account in Salesforce with the specified changes.
Update campaignUpdates an existing campaign in Salesforce with the specified changes.
Update contactUpdates an existing contact in Salesforce with the specified changes.
Update a favoriteTool to update a favorite's properties in Salesforce UI API.
Update leadUpdates an existing lead in Salesforce with the specified changes.
Update list view preferencesTool to update user preferences for a Salesforce list view including column widths, text wrapping, and display order.
Update noteUpdates an existing note in Salesforce with the specified changes.
Update opportunityUpdates an existing opportunity in Salesforce with the specified changes.
Update a recordTool to update a record's data in Salesforce via UI API.
Update Related List PreferencesTool to update user preferences for a specific related list on an object in Salesforce.
Update taskUpdates an existing task in Salesforce with new information.
Upload file to Salesforce FilesUpload a file to Salesforce Files home via the Connect REST API.
Upload job dataTool to upload CSV data to a Salesforce Bulk API v2 ingest job.
Upsert sObject by External IDTool to upsert records using sObject Rows by External ID.

Universal CLI Commands for Salesforce

You can also manually execute CLI commands to interact with your Salesforce.

Connect your Salesforce account

Link your Salesforce account and verify the connection:

bash
# Connect your Salesforce account (opens OAuth flow)
composio connected-accounts link salesforce

# Verify the connection
composio connected-accounts list --toolkits salesforce

Discover Salesforce tools

Search and inspect available Salesforce tools:

bash
# List all available Salesforce tools
composio tools list --toolkit salesforce

# Search for Salesforce tools by action
composio tools search "salesforce"

# Inspect a tool's input schema
composio tools info SALESFORCE_ADD_CONTACT_TO_CAMPAIGN

Common Salesforce Actions

Add contact to campaign — Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement

bash
composio tools execute SALESFORCE_ADD_CONTACT_TO_CAMPAIGN \
  --contact_id "003XXXXXXXXXXXXXXX" \
  --campaign_id "701XXXXXXXXXXXXXXX"

Add lead to campaign — Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement

bash
composio tools execute SALESFORCE_ADD_LEAD_TO_CAMPAIGN \
  --lead_id "00QXXXXXXXXXXXXXXX" \
  --campaign_id "701XXXXXXXXXXXXXXX"

Add product to opportunity — Adds a product (line item) to an opportunity

bash
composio tools execute SALESFORCE_ADD_OPPORTUNITY_LINE_ITEM \
  --quantity "1" \
  --opportunity_id "006XXXXXXXXXXXXXXX" \
  --pricebook_entry_id "01uXXXXXXXXXXXXXXX"

Apply lead assignment rules — Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules

bash
composio tools execute SALESFORCE_APPLY_LEAD_ASSIGNMENT_RULES \
  --lead_id "00QWd000005V3RmMAK"

Set up Salesforce Triggers

Listen for events in real time using triggers:

Account Created or Updated — Triggers when an Account is created or updated in Salesforce

bash
# Find your connected account ID
composio connected-accounts list --toolkits salesforce

# Create a trigger
composio triggers create SALESFORCE_ACCOUNT_CREATED_OR_UPDATED_TRIGGER \
  --connected-account-id <your-connected-account-id> \
  --trigger-config '{
  "fields": "<array>",
  "interval": 2,
  "additional_filter": "<string>"
}'

# Listen for trigger events in real time
composio triggers listen --toolkits salesforce --table

Contact Updated — Triggers when an existing Salesforce Contact record is modified

bash
# Find your connected account ID
composio connected-accounts list --toolkits salesforce

# Create a trigger
composio triggers create SALESFORCE_CONTACT_UPDATED_TRIGGER \
  --connected-account-id <your-connected-account-id> \
  --trigger-config '{
  "interval": 2,
  "max_batch_size": 100,
  "fields_to_watch": [
    "FirstName",
    "LastName",
    "Name",
    "Email",
    "Phone",
    "Title",
    "Department",
    "AccountId",
    "MailingStreet",
    "MailingCity",
    "MailingState",
    "MailingPostalCode",
    "MailingCountry"
  ]
}'

# Listen for trigger events in real time
composio triggers listen --toolkits salesforce --table

Record Updated (Generic SObject) — Triggers when monitored fields change on any Salesforce SObject

bash
# Find your connected account ID
composio connected-accounts list --toolkits salesforce

# Create a trigger
composio triggers create SALESFORCE_GENERIC_S_OBJECT_RECORD_UPDATED_TRIGGER \
  --connected-account-id <your-connected-account-id> \
  --trigger-config '{
  "filter": "<string>",
  "interval": 2,
  "fields_to_monitor": "<array>"
}'

# Listen for trigger events in real time
composio triggers listen --toolkits salesforce --table

Generate Type Definitions

Generate typed schemas for Salesforce tools to get autocomplete and type safety in your project:

bash
# Auto-detect language
composio generate --toolkits salesforce

# TypeScript
composio ts generate --toolkits salesforce

# Python
composio py generate --toolkits salesforce

Tips & Tricks

  • Always inspect a tool's input schema before executing: composio tools info <TOOL_NAME>
  • Pipe output with jq for better readability: composio tools execute TOOL_NAME -d '{}' | jq
  • Set COMPOSIO_API_KEY as an environment variable for CI/CD pipelines
  • Use composio dev logs tools to inspect execution logs and debug issues

Next Steps

  • Try asking your coding agent to perform various Salesforce operations
  • Explore cross-app workflows by connecting more toolkits
  • Set up triggers for real-time automation
  • Use composio generate for typed schemas in your projects

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FAQ

What is the Composio Universal CLI?

The Composio Universal CLI is a single command-line interface that lets coding agents and developers interact with 1000+ SaaS applications. It handles authentication, tool discovery, action execution, and trigger setup — all from the terminal, without needing to configure MCP servers.

Which coding agents work with the Composio CLI?

Any coding agent that can run shell commands works with the Composio CLI — including Claude Code, Codex, OpenCode, OpenClaw, and others. Once the CLI is installed, agents automatically discover and use the composio commands to interact with Salesforce and other connected apps.

How is the CLI different from using an MCP server for Salesforce?

MCP servers require configuration and can be token-heavy for complex workflows. The CLI gives agents a direct, lightweight interface — no server setup needed. Agents simply call composio commands like any other shell tool. It's faster to set up, more reliable for multi-step tool chaining, and works natively with how coding agents already operate.

How safe is my Salesforce data when using the Composio CLI?

All sensitive data such as tokens, keys, and configuration is fully encrypted at rest and in transit. Composio is SOC 2 Type 2 compliant and follows strict security practices so your Salesforce data and credentials are handled as safely as possible. You can also bring your own OAuth credentials for full control.

Used by agents from

Context
Letta
glean
HubSpot
Agent.ai
Altera
DataStax
Entelligence
Rolai
Context
Letta
glean
HubSpot
Agent.ai
Altera
DataStax
Entelligence
Rolai
Context
Letta
glean
HubSpot
Agent.ai
Altera
DataStax
Entelligence
Rolai

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