Salesforce
CRM
Read your Salesforce CRM so Ruby can run SOQL and look up accounts, contacts, opportunities, and leads.
Ask Ruby
11 read-only tools
Ruby reads from Salesforce and grounds her answers in your data. Every tool is read-only: she surfaces, summarizes, and drafts; a human always takes the action.
Execute soql query
Run a read-only SOQL (Salesforce Object Query Language) SELECT against the connected Salesforce org and return the matching records. This is the most powerful tool: use it for anything the typed search tools don't cover (custom objects, joins via relationship fields, aggregates, GROUP BY, ORDER BY, LIMIT). Call SALESFORCE_GET_ALL_FIELDS_FOR_OBJECT first to discover exact field API names.
Get all fields for object
Describe a Salesforce object: list every field's API name and type for a standard or custom object. Use it FIRST when writing SOQL or choosing `fields`, so you reference real column names.
Search accounts
Search the connected Salesforce org's Accounts by simple field filters (name, industry, billing location, ...). Read one account in full with SALESFORCE_GET_ACCOUNT. For anything more complex use SALESFORCE_EXECUTE_SOQL_QUERY.
Get account
Read one Salesforce Account in full by its 18-character record id (from SALESFORCE_SEARCH_ACCOUNTS or a SOQL query).
Search contacts
Search the connected Salesforce org's Contacts by simple field filters (name, email, phone, title, account name). Read one in full with SALESFORCE_GET_CONTACT.
Get contact
Read one Salesforce Contact in full by its 18-character record id (from SALESFORCE_SEARCH_CONTACTS or a SOQL query).
Search opportunities
Search the connected Salesforce org's Opportunities by filters (name, stage, amount range, won/closed status, close-date range, account, lead source). Use it to pull a pipeline slice. Read one in full with SALESFORCE_GET_OPPORTUNITY.
Get opportunity
Read one Salesforce Opportunity in full by its 15/18-character record id (from SALESFORCE_SEARCH_OPPORTUNITIES or a SOQL query).
Search leads
Search the connected Salesforce org's Leads by filters (name, email, phone, title, status, company, lead source). Read one in full with SALESFORCE_GET_LEAD.
Get lead
Read one Salesforce Lead in full by its 18-character record id (from SALESFORCE_SEARCH_LEADS or a SOQL query).
Get user info
Get the connected Salesforce user's identity (name, email, org). Useful to confirm which org/account Salesforce reads are scoped to.
Built for restoration, not bolted on.
Grounded answers
Ruby reads Salesforce live and cites what she found, so answers reflect your actual data, not a stale export.
Read-only by design
Least-privilege, read-only access. Ruby surfaces and drafts; your team always takes the action.
Managed, secure auth
Connect with one click. Tokens are encrypted and scoped per company; revoke access any time.
Knows restoration
Ruby understands jobs, claims, drying logs, and AR, so Salesforce data lands in the right operational context.
Connect once, then just ask.
Connect Salesforce once in Ruby. Ask in the Ruby app, or bring the same secure connection into the assistant your team already uses.
Ruby
Ask in the Ruby app and get an answer grounded in Salesforce and the rest of your connected stack.
Claude
Bring the same secure Salesforce connection into Claude so it can answer with your live data.
ChatGPT
Use Salesforce from ChatGPT with the same per-company, read-only access Ruby uses.
Frequently asked questions
Do I need developer credentials to connect Salesforce?
No. Salesforce connects with a single click, Ruby handles the OAuth handshake and token refresh for you.
Can Ruby change anything in Salesforce?
No. The Salesforce connection is read-only. Ruby reads, summarizes, and drafts; a human always makes the change in Salesforce.
Is my Salesforce data secure?
Credentials are encrypted at rest and access is scoped per company. You can revoke the connection at any time from Settings > Integrations, which immediately cuts Ruby off.
Can I use Salesforce alongside my other tools?
Yes. Ruby reasons across every tool you connect at once, so she can tie Salesforce to your CRM, accounting, email, and documentation in a single answer.
