Add 78 Composio app automation skills via Rube MCP (#64)
Production-ready automation skills for 78 SaaS apps covering CRM, project management, communication, email, DevOps, storage, and more. Each skill includes workflow patterns, tool sequences, known pitfalls, and quick reference tables. Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
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skills/salesforce-automation/SKILL.md
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skills/salesforce-automation/SKILL.md
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name: salesforce-automation
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description: "Automate Salesforce tasks via Rube MCP (Composio): leads, contacts, accounts, opportunities, SOQL queries. Always search tools first for current schemas."
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requires:
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mcp: [rube]
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---
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# Salesforce Automation via Rube MCP
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Automate Salesforce CRM operations through Composio's Salesforce toolkit via Rube MCP.
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## Prerequisites
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- Rube MCP must be connected (RUBE_SEARCH_TOOLS available)
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- Active Salesforce connection via `RUBE_MANAGE_CONNECTIONS` with toolkit `salesforce`
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- Always call `RUBE_SEARCH_TOOLS` first to get current tool schemas
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## Setup
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**Get Rube MCP**: Add `https://rube.app/mcp` as an MCP server in your client configuration. No API keys needed — just add the endpoint and it works.
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1. Verify Rube MCP is available by confirming `RUBE_SEARCH_TOOLS` responds
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2. Call `RUBE_MANAGE_CONNECTIONS` with toolkit `salesforce`
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3. If connection is not ACTIVE, follow the returned auth link to complete Salesforce OAuth
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4. Confirm connection status shows ACTIVE before running any workflows
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## Core Workflows
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### 1. Manage Leads
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**When to use**: User wants to create, search, update, or list leads
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**Tool sequence**:
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1. `SALESFORCE_SEARCH_LEADS` - Search leads by criteria [Optional]
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2. `SALESFORCE_LIST_LEADS` - List all leads [Optional]
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3. `SALESFORCE_CREATE_LEAD` - Create a new lead [Optional]
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4. `SALESFORCE_UPDATE_LEAD` - Update lead fields [Optional]
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5. `SALESFORCE_ADD_LEAD_TO_CAMPAIGN` - Add lead to campaign [Optional]
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6. `SALESFORCE_APPLY_LEAD_ASSIGNMENT_RULES` - Apply assignment rules [Optional]
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**Key parameters**:
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- `LastName`: Required for lead creation
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- `Company`: Required for lead creation
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- `Email`, `Phone`, `Title`: Common lead fields
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- `lead_id`: Lead ID for updates
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- `campaign_id`: Campaign ID for campaign operations
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**Pitfalls**:
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- LastName and Company are required fields for lead creation
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- Lead IDs are 15 or 18 character Salesforce IDs
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### 2. Manage Contacts and Accounts
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**When to use**: User wants to manage contacts and their associated accounts
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**Tool sequence**:
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1. `SALESFORCE_SEARCH_CONTACTS` - Search contacts [Optional]
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2. `SALESFORCE_LIST_CONTACTS` - List contacts [Optional]
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3. `SALESFORCE_CREATE_CONTACT` - Create a new contact [Optional]
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4. `SALESFORCE_SEARCH_ACCOUNTS` - Search accounts [Optional]
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5. `SALESFORCE_CREATE_ACCOUNT` - Create a new account [Optional]
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6. `SALESFORCE_ASSOCIATE_CONTACT_TO_ACCOUNT` - Link contact to account [Optional]
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**Key parameters**:
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- `LastName`: Required for contact creation
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- `Name`: Account name for creation
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- `AccountId`: Account ID to associate with contact
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- `contact_id`, `account_id`: IDs for association
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**Pitfalls**:
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- Contact requires at least LastName
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- Account association requires both valid contact and account IDs
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### 3. Manage Opportunities
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**When to use**: User wants to track and manage sales opportunities
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**Tool sequence**:
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1. `SALESFORCE_SEARCH_OPPORTUNITIES` - Search opportunities [Optional]
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2. `SALESFORCE_LIST_OPPORTUNITIES` - List all opportunities [Optional]
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3. `SALESFORCE_GET_OPPORTUNITY` - Get opportunity details [Optional]
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4. `SALESFORCE_CREATE_OPPORTUNITY` - Create new opportunity [Optional]
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5. `SALESFORCE_RETRIEVE_OPPORTUNITIES_DATA` - Retrieve opportunity data [Optional]
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**Key parameters**:
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- `Name`: Opportunity name (required)
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- `StageName`: Sales stage (required)
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- `CloseDate`: Expected close date (required)
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- `Amount`: Deal value
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- `AccountId`: Associated account
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**Pitfalls**:
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- Name, StageName, and CloseDate are required for creation
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- Stage names must match exactly what is configured in Salesforce
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### 4. Run SOQL Queries
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**When to use**: User wants to query Salesforce data with custom SOQL
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**Tool sequence**:
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1. `SALESFORCE_RUN_SOQL_QUERY` / `SALESFORCE_QUERY` - Execute SOQL [Required]
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**Key parameters**:
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- `query`: SOQL query string
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**Pitfalls**:
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- SOQL syntax differs from SQL; uses Salesforce object and field API names
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- Field API names may differ from display labels (e.g., `Account.Name` not `Account Name`)
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- Results are paginated for large datasets
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### 5. Manage Tasks
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**When to use**: User wants to create, search, update, or complete tasks
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**Tool sequence**:
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1. `SALESFORCE_SEARCH_TASKS` - Search tasks [Optional]
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2. `SALESFORCE_UPDATE_TASK` - Update task fields [Optional]
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3. `SALESFORCE_COMPLETE_TASK` - Mark task as complete [Optional]
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**Key parameters**:
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- `task_id`: Task ID for updates
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- `Status`: Task status value
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- `Subject`: Task subject
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**Pitfalls**:
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- Task status values must match picklist options in Salesforce
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## Common Patterns
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### SOQL Syntax
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**Basic query**:
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```
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SELECT Id, Name, Email FROM Contact WHERE LastName = 'Smith'
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```
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**With relationships**:
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```
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SELECT Id, Name, Account.Name FROM Contact WHERE Account.Industry = 'Technology'
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```
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**Date filtering**:
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```
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SELECT Id, Name FROM Lead WHERE CreatedDate = TODAY
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SELECT Id, Name FROM Opportunity WHERE CloseDate = NEXT_MONTH
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```
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### Pagination
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- SOQL queries with large results return pagination tokens
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- Use `SALESFORCE_QUERY` with nextRecordsUrl for pagination
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- Check `done` field in response; if false, continue paging
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## Known Pitfalls
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**Field API Names**:
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- Always use API names, not display labels
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- Custom fields end with `__c` suffix
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- Use SALESFORCE_GET_ALL_CUSTOM_OBJECTS to discover custom objects
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**ID Formats**:
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- Salesforce IDs are 15 (case-sensitive) or 18 (case-insensitive) characters
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- Both formats are accepted in most operations
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## Quick Reference
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| Task | Tool Slug | Key Params |
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|------|-----------|------------|
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| Create lead | SALESFORCE_CREATE_LEAD | LastName, Company |
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| Search leads | SALESFORCE_SEARCH_LEADS | query |
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| List leads | SALESFORCE_LIST_LEADS | (filters) |
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| Update lead | SALESFORCE_UPDATE_LEAD | lead_id, fields |
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| Create contact | SALESFORCE_CREATE_CONTACT | LastName |
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| Search contacts | SALESFORCE_SEARCH_CONTACTS | query |
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| Create account | SALESFORCE_CREATE_ACCOUNT | Name |
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| Search accounts | SALESFORCE_SEARCH_ACCOUNTS | query |
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| Link contact | SALESFORCE_ASSOCIATE_CONTACT_TO_ACCOUNT | contact_id, account_id |
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| Create opportunity | SALESFORCE_CREATE_OPPORTUNITY | Name, StageName, CloseDate |
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| Get opportunity | SALESFORCE_GET_OPPORTUNITY | opportunity_id |
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| Search opportunities | SALESFORCE_SEARCH_OPPORTUNITIES | query |
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| Run SOQL | SALESFORCE_RUN_SOQL_QUERY | query |
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| Query | SALESFORCE_QUERY | query |
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| Search tasks | SALESFORCE_SEARCH_TASKS | query |
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| Update task | SALESFORCE_UPDATE_TASK | task_id, fields |
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| Complete task | SALESFORCE_COMPLETE_TASK | task_id |
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| Get user info | SALESFORCE_GET_USER_INFO | (none) |
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| Custom objects | SALESFORCE_GET_ALL_CUSTOM_OBJECTS | (none) |
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| Create record | SALESFORCE_CREATE_A_RECORD | object_type, fields |
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| Transfer ownership | SALESFORCE_MASS_TRANSFER_OWNERSHIP | records, new_owner |
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