通过托管 OAuth 访问 HubSpot CRM API,管理联系人、公司、商机及对象关联。
集成
Salesforce
通过托管 OAuth 认证查询并管理 Salesforce CRM 记录。
它能做什么
通过托管 OAuth 连接访问 Salesforce REST API,支持 SOQL 查询、SOSL 搜索、sObject Schema 查询以及标准对象的增删改和批量操作。请求由认证网关转发,使用 API Key 鉴权,令牌注入由系统自动完成。所有写入操作默认需要用户明确确认后才能执行。
什么时候用它
- 用 SOQL 查询联系人、客户、商机和潜客
- 集成前查看 sObject 字段结构
- 批量创建或批量删除记录(需用户确认)
- 查看 API 限额并跟踪时间窗口内的记录变更
技能文档
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": "[email protected]"
}
Example:
maton salesforce record create --type Contact --data '{"FirstName":"John","LastName":"Doe","Email":"[email protected]"}'
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
常见问题
- 这个技能使用什么认证方式?
- 使用 Maton API Key 加上通过 maton.ai/settings 单独管理的 Salesforce OAuth 连接。网关会在每次请求时自动注入访问令牌。
- 可以连接多个 Salesforce 组织吗?
- 可以。新建额外的连接,并在每次请求时通过 --connection 参数或 Maton-Connection 请求头指定连接 ID,以指向对应组织。
- 写入操作可以自动执行吗?
- 不可以。所有 POST、PATCH、DELETE 以及 composite/batch 调用都需要先展示目标 sObject、记录 ID 和预期影响,并等待用户明确确认后再执行。
相关技能
通过托管 OAuth 代理调用 Apollo.io API,完成人员与公司搜索、联系人补全和销售数据管理。
通过托管 OAuth 调用 Google Docs API,实现文档创建、读写与样式管理。
通过托管 OAuth,使用 GAQL 查询 Google Ads 广告系列、关键词和效果数据。
通过托管 OAuth 以编程方式访问 ClickFunnels 2.0 的联系人、商品、订单、课程、表单和 Webhook。
通过 OAuth 认证网关管理 Stripe 客户、订阅、发票、产品、价格和支付。