Manage Twenty CRM records—companies, people, opportunities, notes, and tasks—through a proxied REST API with managed auth.
Documents
Salesforce
Try itQuery and manage Salesforce CRM records via REST API with managed OAuth authentication.
What it does
Access the Salesforce REST API through a managed OAuth connection. Run SOQL queries, search with SOSL, describe object schemas, and perform create, update, delete, and batch operations on standard sObjects. Requests are proxied through an authenticated gateway using your API key, with token injection handled automatically. Write operations default to requiring explicit user approval before execution.
When to use it
- Querying contacts, leads, accounts, and opportunities via SOQL
- Describing sObject schemas before building integrations
- Batch-creating or batch-deleting records with explicit confirmation
- Monitoring API limits and tracking record changes within a time window
The skill document
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
CLI:
maton salesforce query 'SELECT Id,Name FROM Contact LIMIT 10'
maton api '/salesforce/services/data/v63.0/query?q=SELECT+Id,Name+FROM+Contact+LIMIT+10'
Python:
python <<'EOF'
import urllib.request, os, json
req = urllib.request.Request('https://api.maton.ai/salesforce/services/data/v63.0/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://api.maton.ai/salesforce/{endpoint-path}
The gateway proxies requests to {instance}.salesforce.com (automatically replaced with your connection config) and injects your access token. Only the endpoints documented in the API Reference section below are supported — always use specific endpoint paths from that section rather than constructing arbitrary paths.
Installation
NPM:
npm install -g @maton/cli
Homebrew:
brew install maton-ai/cli/maton
Authentication
CLI:
maton login # Opens browser for API key
maton login --interactive # Skip browser, paste API key directly
maton whoami # Show current auth state
Manual:
- Sign in or create an account at maton.ai
- Go to maton.ai/settings
- Copy your API key
- Set your API key as
MATON_API_KEY:
export MATON_API_KEY="YOUR_API_KEY"
Connection Management
Manage your Salesforce OAuth connections at https://api.maton.ai.
List Connections
CLI:
maton connection list salesforce --status ACTIVE
maton api -X GET /connections -f app=salesforce -f status=ACTIVE
Python:
python <<'EOF'
import urllib.request, os, json
req = urllib.request.Request('https://api.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
CLI:
maton connection create salesforce
maton api /connections -f app=salesforce
Python:
python <<'EOF'
import urllib.request, os, json
data = json.dumps({'app': 'salesforce'}).encode()
req = urllib.request.Request('https://api.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
CLI:
maton connection view {connection_id}
maton api /connections/{connection_id}
Python:
python <<'EOF'
import urllib.request, os, json
req = urllib.request.Request('https://api.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": "{connection_id}",
"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
CLI:
maton connection delete {connection_id}
maton api -X DELETE /connections/{connection_id}
Python:
python <<'EOF'
import urllib.request, os, json
req = urllib.request.Request('https://api.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:
CLI:
maton salesforce query 'SELECT Id,Name FROM Contact LIMIT 10' --connection {connection_id}
maton api /salesforce/services/data/v63.0/sobjects --connection {connection_id}
Python:
python <<'EOF'
import urllib.request, os, json
req = urllib.request.Request('https://api.maton.ai/salesforce/services/data/v63.0/sobjects')
req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')
req.add_header('Maton-Connection', '{connection_id}')
print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))
EOF
If you have multiple connections, always specify the connection to ensure requests go to the intended account.
Security & Permissions
- IMPORTANT: Treat
MATON_API_KEYas a secret — do not log it, include it in chats or prompts visible to others, or expose it in shared files or outputs. The key authenticates with Maton, and the Salesforce connection is independently scoped via OAuth. Use the narrowest Salesforce permissions available, rotate the key if exposed at maton.ai/settings, and revoke unused connections promptly. - Access is scoped to the Salesforce resources permitted by the connected account's OAuth scopes. Only install if you need Salesforce CRM administration. Prefer sandbox orgs for destructive or batch testing.
- Default to read-only operations. Always start with SOQL queries or GET requests to confirm record IDs and field values before proposing any changes.
- All write operations require explicit user approval with specific details. Before executing any POST, PATCH, DELETE, or composite/batch call:
- Retrieve and display the target resource (sObject type, record ID, record name) so the user can verify.
- Clearly describe the intended effect (e.g., "This will delete Opportunity 'Acme Deal' (ID: 006xx) — this cannot be undone").
- Wait for explicit user confirmation before proceeding.
- Batch and composite operations require extra caution. These can modify multiple records in a single call. List every affected record and confirm before execution.
API Reference
SOQL Query
GET /salesforce/services/data/v63.0/query?q=SELECT+Id,Name+FROM+Contact+LIMIT+10
Example:
maton salesforce query 'SELECT Id,Name FROM Contact LIMIT 10'
Complex query:
GET /salesforce/services/data/v63.0/query?q=SELECT+Id,Name,Email+FROM+Contact+WHERE+Email+LIKE+'%25example.com'+ORDER+BY+CreatedDate+DESC
Example:
maton salesforce query "SELECT Id,Name,Email FROM Contact WHERE Email LIKE '%example.com' ORDER BY CreatedDate DESC"
Get Object
GET /salesforce/services/data/v63.0/sobjects/Contact/0035g00000XYZ
Example:
maton salesforce record view 0035g00000XYZ --type Contact
Create Object
POST /salesforce/services/data/v63.0/sobjects/Contact
Content-Type: application/json
{
"FirstName": "John",
"LastName": "Doe",
"Email": "john@example.com"
}
Example:
maton salesforce record create --type Contact --data '{"FirstName":"John","LastName":"Doe","Email":"john@example.com"}'
Update Object
PATCH /salesforce/services/data/v63.0/sobjects/Contact/0035g00000XYZ
Content-Type: application/json
{
"Phone": "+1234567890"
}
Example:
maton salesforce record update 0035g00000XYZ --type Contact --data '{"Phone":"+1234567890"}'
Delete Object
DELETE /salesforce/services/data/v63.0/sobjects/Contact/0035g00000XYZ
Example:
maton salesforce record delete 0035g00000XYZ --type Contact
Describe Object (get schema)
GET /salesforce/services/data/v63.0/sobjects/Contact/describe
Example:
maton salesforce object describe Contact
List Objects
GET /salesforce/services/data/v63.0/sobjects
Example:
maton salesforce object list
Search (SOSL)
GET /salesforce/services/data/v63.0/search?q=FIND+{John}+IN+ALL+FIELDS+RETURNING+Contact(Id,Name)
Example:
maton salesforce search 'FIND {John} IN ALL FIELDS RETURNING Contact(Id,Name)'
Get API Limits
GET /salesforce/services/data/v63.0/limits
Example:
maton salesforce limit view
Get Current User
Example:
maton salesforce whoami
Composite Request (batch multiple operations)
POST /salesforce/services/data/v63.0/composite
Content-Type: application/json
{
"compositeRequest": [
{
"method": "GET",
"url": "/services/data/v63.0/sobjects/Contact/003XXXXXXX",
"referenceId": "contact1"
},
{
"method": "GET",
"url": "/services/data/v63.0/sobjects/Account/001XXXXXXX",
"referenceId": "account1"
}
]
}
Example:
echo '{"compositeRequest":[{"method":"GET","url":"/services/data/v63.0/sobjects/Contact/003XXXXXXX","referenceId":"contact1"},{"method":"GET","url":"/services/data/v63.0/sobjects/Account/001XXXXXXX","referenceId":"account1"}]}' \
| maton salesforce composite call -F -
Composite Batch Request
POST /salesforce/services/data/v63.0/composite/batch
Content-Type: application/json
{
"batchRequests": [
{"method": "GET", "url": "v63.0/sobjects/Contact/003XXXXXXX"},
{"method": "GET", "url": "v63.0/sobjects/Account/001XXXXXXX"}
]
}
Example:
echo '{"batchRequests":[{"method":"GET","url":"v63.0/sobjects/Contact/003XXXXXXX"},{"method":"GET","url":"v63.0/sobjects/Account/001XXXXXXX"}]}' \
| maton salesforce composite batch -F -
sObject Collections Create (batch create)
POST /salesforce/services/data/v63.0/composite/sobjects
Content-Type: application/json
{
"allOrNone": true,
"records": [
{"attributes": {"type": "Contact"}, "FirstName": "John", "LastName": "Doe"},
{"attributes": {"type": "Contact"}, "FirstName": "Jane", "LastName": "Smith"}
]
}
Example:
maton salesforce record create --all-or-none --data '[{"attributes":{"type":"Contact"},"FirstName":"John","LastName":"Doe"},{"attributes":{"type":"Contact"},"FirstName":"Jane","LastName":"Smith"}]'
sObject Collections Delete (batch delete)
DELETE /salesforce/services/data/v63.0/composite/sobjects?ids=003XXXXX,003YYYYY&allOrNone=true
Example:
maton salesforce record delete 003XXXXX 003YYYYY --all-or-none
Get Updated Records
GET /salesforce/services/data/v63.0/sobjects/Contact/updated/?start=2026-04-30T00:00:00Z&end=2026-05-05T00:00:00Z
Example:
maton salesforce record list --type Contact --start 2026-04-30T00:00:00Z --end 2026-05-05T00:00:00Z
Get Deleted Records
GET /salesforce/services/data/v63.0/sobjects/Contact/deleted/?start=2026-04-30T00:00:00Z&end=2026-05-05T00:00:00Z
Example:
maton salesforce record list --type Contact --start 2026-04-30T00:00:00Z --end 2026-05-05T00:00:00Z --changes deleted
List API Versions
GET /salesforce/services/data/
Example:
maton salesforce version list
Common Objects
Account- Companies/OrganizationsContact- People associated with accountsLead- Potential customersOpportunity- Sales dealsCase- Support casesTask- To-do itemsEvent- Calendar events
Pagination
Salesforce uses cursor-based pagination. The CLI automatically paginates with '--paginate'.
Example:
maton salesforce query 'SELECT Id,Name FROM Contact' --paginate
Code Examples
CLI
# Query contacts
maton salesforce query 'SELECT Id,Name FROM Contact LIMIT 10'
# View a specific record
maton salesforce record view 0035g00000XYZ --type Contact
# Create a new contact
maton salesforce record create --type Contact --data '{"FirstName":"John","LastName":"Doe"}'
# Describe an object schema
maton salesforce object describe Contact
# Check authenticated user
maton salesforce whoami
# Check API limits
maton salesforce limit view
JavaScript
const response = await fetch(
'https://api.maton.ai/salesforce/services/data/v63.0/query?q=SELECT+Id,Name+FROM+Contact+LIMIT+5',
{
headers: {
'Authorization': `Bearer ${process.env.MATON_API_KEY}`
}
}
);
const data = await response.json();
Python
import os
import requests
response = requests.get(
'https://api.maton.ai/salesforce/services/data/v63.0/query',
headers={'Authorization': f'Bearer {os.environ["MATON_API_KEY"]}'},
params={'q': 'SELECT Id,Name FROM Contact LIMIT 5'}
)
Notes
- Use URL encoding for SOQL queries (spaces become
+) - Record IDs are 15 or 18 character alphanumeric strings
- API version (v63.0) can be adjusted; latest is v65.0
- Update and Delete operations return HTTP 204 (no content) on success
- Dates for updated/deleted queries use ISO 8601 format:
YYYY-MM-DDTHH:MM:SSZ - Use
allOrNone: truein batch operations for atomic transactions - IMPORTANT: When using curl commands, use
curl -gwhen URLs contain brackets (fields[],sort[],records[]) to disable glob parsing - IMPORTANT: When piping curl output to
jqor other commands, environment variables like$MATON_API_KEYmay 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: API Key Issues
CLI:
- Check your auth state:
maton whoami
- Verify the API key is valid by listing connections:
maton connection list
Manual:
- Check that the
MATON_API_KEYenvironment variable is set:
echo $MATON_API_KEY
- Verify the API key is valid by listing connections:
python <<'EOF'
import urllib.request, os, json
req = urllib.request.Request('https://api.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
Troubleshooting: Invalid App Name
- Ensure your URL path starts with
salesforce. For example:
- Correct:
https://api.maton.ai/salesforce/services/data/v63.0/query - Incorrect:
https://api.maton.ai/services/data/v63.0/query
Resources
Questions people ask
- What authentication does this skill use?
- It uses a Maton API key combined with a separate Salesforce OAuth connection managed through maton.ai/settings. The gateway injects the access token on each request automatically.
- Can I connect to multiple Salesforce orgs?
- Yes. Create additional connections and pass the connection ID via the --connection flag or the Maton-Connection header on each request to target a specific org.
- Are write operations safe to run automatically?
- No. All POST, PATCH, DELETE, and composite or batch calls require you to display the target sObject, record ID, and intended effect, then wait for explicit user confirmation before proceeding.
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