OAUTH 2.0
CRM
Accounts, opportunities, and forecasts. Your CRM of record is Salesforce. Your agent can read and update records, log activities, and query pipeline, scoped to the user's permissions.
For more tools, view docs.
import { ScalekitClient } from "@scalekit-sdk/node";
import { DynamicStructuredTool } from "@langchain/core/tools";
import { createReactAgent } from "@langchain/langgraph/prebuilt";
import { z } from "zod";
const sk = new ScalekitClient(envUrl, clientId, clientSecret);
const { tools } = await sk.tools.listScopedTools("user_123", {
filter: { connectionNames: ["salesforce"], toolNames: ["salesforce_soql_query", "salesforce_record_search", "salesforce_record_get"] },
pageSize: 100,
});
const lcTools = tools.map((t) => new DynamicStructuredTool({
name: t.tool.definition.name,
description: t.tool.definition.description,
schema: z.object({}).passthrough(),
func: async (args) => {
const { data } = await sk.tools.executeTool({
toolName: t.tool.definition.name,
identifier: "user_123",
params: args,
});
return JSON.stringify(data);
},
}));
const agent = createReactAgent({ llm, tools: lcTools });import { ScalekitClient } from "@scalekit-sdk/node";
import OpenAI from "openai";
const sk = new ScalekitClient(envUrl, clientId, clientSecret);
const openai = new OpenAI();
const { tools } = await sk.tools.listScopedTools("user_123", {
filter: { connectionNames: ["salesforce"], toolNames: ["salesforce_soql_query", "salesforce_record_search", "salesforce_record_get"] },
pageSize: 100,
});
const llmTools = tools.map((t) => ({
type: "function",
function: {
name: t.tool.definition.name,
description: t.tool.definition.description,
parameters: t.tool.definition.input_schema,
},
}));
const resp = await openai.responses.create({
model: "gpt-4o", input: prompt, tools: llmTools,
});import { ScalekitClient } from "@scalekit-sdk/node";
import Anthropic from "@anthropic-ai/sdk";
const sk = new ScalekitClient(envUrl, clientId, clientSecret);
const anthropic = new Anthropic();
const { tools } = await sk.tools.listScopedTools("user_123", {
filter: { connectionNames: ["salesforce"], toolNames: ["salesforce_soql_query", "salesforce_record_search", "salesforce_record_get"] },
pageSize: 100,
});
const llmTools = tools.map((t) => ({
name: t.tool.definition.name,
description: t.tool.definition.description,
input_schema: t.tool.definition.input_schema,
}));
const msg = await anthropic.messages.create({
model: "claude-sonnet-4-6", max_tokens: 1024,
tools: llmTools,
messages: [{ role: "user", content: prompt }],
});import { Agent } from "@google/adk/agents";
import {
MCPToolset, StreamableHTTPConnectionParams,
} from "@google/adk/tools/mcp";
const toolset = new MCPToolset({
connectionParams: new StreamableHTTPConnectionParams({
url: "https://mcp.scalekit.com/salesforce",
headers: { Authorization: `Bearer ${userScopedToken}` },
}),
});
const agent = new Agent({
name: "agent", model: "gemini-2.0-flash",
tools: await toolset.getTools(),
});
// shared bot token
token = "sk_salesforce_shared_xxx"
audit → bot_service_account
rep_filter → broken
// scalekit · per-user
token = resolve(user_id)
audit → user_abc
scope → enforced ✓
Does the agent access Salesforce as the user or as a shared key?
As the user. Each workspace member authorizes once and Scalekit resolves their credential at request time. Audit logs attribute every action to that user, not a shared service account.
Where is the Salesforce oauth 2.0 stored?
In Scalekit's managed AES-256 token vault, namespaced per tenant. Refresh is automatic. Revocation is a single dashboard action. Tokens never appear in prompts, logs, or LLM context.
Can I limit what the agent is allowed to do in Salesforce?
Yes. Pass a tool name filter to listScopedTools so the sales agent only sees the subset you authorize. Pre-API-call scope checks block out-of-policy actions before the request reaches Salesforce.
What happens when a user revokes Salesforce access?
The connection is invalidated on the next tool call. Subsequent requests for that user fail closed with a clear error. Other users in the tenant remain unaffected. The event is logged for audit.
Does SOQL execution respect Salesforce field-level security?
Yes. SOQL queries run as the authorizing user. Field-level security, sharing rules, and profile permissions all apply. The agent cannot read or write what the user cannot.
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