arcade-mcp/toolkits/salesforce/arcade_salesforce/tools/crm/contact.py
Renato Byrro e1c293ee4f
Salesforce toolkit (#360)
Co-authored-by: Eric Gustin <34000337+EricGustin@users.noreply.github.com>
2025-04-18 14:28:27 -03:00

64 lines
2.3 KiB
Python

from typing import Annotated
from arcade.sdk import ToolContext, tool
from arcade.sdk.auth import OAuth2
from arcade.sdk.errors import ToolExecutionError
from arcade_salesforce.exceptions import SalesforceToolExecutionError
from arcade_salesforce.models import SalesforceClient
# TODO: Add support for referencing an account by keywords (name, website, etc). We can use the
# get_account_data_by_keywords tool to search for accounts. If more than one is returned, we can
# raise a RetryableToolError providing the matches for the user to choose.
@tool(
requires_auth=OAuth2(
id="arcade-salesforce",
scopes=["write_contact"],
)
)
async def create_contact(
context: ToolContext,
account_id: Annotated[str, "The ID of the account to create the contact for."],
last_name: Annotated[str, "The last name of the contact."],
first_name: Annotated[str | None, "The first name of the contact."] = None,
email: Annotated[str | None, "The email of the contact."] = None,
phone: Annotated[str | None, "The phone number of the contact."] = None,
mobile_phone: Annotated[str | None, "The mobile phone number of the contact."] = None,
title: Annotated[
str | None,
"The title of the contact. E.g. 'CEO', 'Sales Director', 'CTO', etc.",
] = None,
department: Annotated[
str | None,
"The department of the contact. E.g. 'Marketing', 'Sales', 'IT', etc.",
] = None,
description: Annotated[str | None, "The description of the contact."] = None,
) -> Annotated[
dict,
"The created contact.",
]:
"""Creates a contact in Salesforce."""
if not last_name:
raise ToolExecutionError("Last name is required by Salesforce to create a contact.")
client = SalesforceClient(context.get_auth_token_or_empty())
contact = await client.create_contact(
account_id=account_id,
first_name=first_name,
last_name=last_name,
email=email,
phone=phone,
mobile_phone=mobile_phone,
title=title,
department=department,
description=description,
)
if not contact.get("success"):
raise SalesforceToolExecutionError(
message="Failed to create contact",
errors=contact.get("errors", []),
)
return {"success": True, "contactId": contact.get("id")}