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Prerequisites

uv pip install -U simple-salesforce

export SALESFORCE_USERNAME="you@example.com"
export SALESFORCE_PASSWORD="your-password"
export SALESFORCE_SECURITY_TOKEN="token-from-email"
export SALESFORCE_DOMAIN="login"

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Example

cookbook/91_tools/salesforce_tools.py
from agno.agent import Agent
from agno.models.openai import OpenAIChat
from agno.tools.salesforce import SalesforceTools

# Read-only agent (default)
read_only_agent = Agent(
    name="Salesforce Explorer",
    model=OpenAIChat(id="gpt-4o"),
    tools=[SalesforceTools()],
    instructions=[
        "Use describe_object to understand available fields before building queries.",
        "Use SOQL for precise structured queries, SOSL for full-text search across objects.",
    ],
    markdown=True,
)

# Full CRM agent with write operations enabled
full_crm_agent = Agent(
    name="Salesforce CRM Agent",
    model=OpenAIChat(id="gpt-4o"),
    tools=[
        SalesforceTools(
            enable_create_record=True,
            enable_update_record=True,
            enable_delete_record=True,
        )
    ],
    instructions=[
        "Always use describe_object to check required fields before creating records.",
        "Confirm with the user before deleting any records.",
    ],
    markdown=True,
)

if __name__ == "__main__":
    # Explore available objects
    read_only_agent.print_response(
        "List the queryable Salesforce objects in this org",
        stream=True,
    )

    # Query accounts
    read_only_agent.print_response(
        "Find the top 5 accounts by name using SOQL",
        stream=True,
    )

    # Describe an object's schema
    read_only_agent.print_response(
        "Describe the Contact object. What fields are required for creating a new contact?",
        stream=True,
    )

    # Search across objects
    read_only_agent.print_response(
        "Search for anything related to 'United' across all objects",
        stream=True,
    )

​
Run the Example

git clone https://github.com/agno-agi/agno.git
cd agno/cookbook/91_tools

# Create and activate virtual environment
./scripts/demo_setup.sh
source .venvs/demo/bin/activate

python salesforce_tools.py
For details, see Salesforce Tools cookbook.