diff --git a/apps/docs/components/ui/icon-mapping.ts b/apps/docs/components/ui/icon-mapping.ts index bf4284b3408..deb26b6bcdb 100644 --- a/apps/docs/components/ui/icon-mapping.ts +++ b/apps/docs/components/ui/icon-mapping.ts @@ -480,6 +480,7 @@ export const blockTypeToIconMap: Record = { onedrive: MicrosoftOneDriveIcon, onepassword: OnePasswordIcon, openai: OpenAIIcon, + oracle_fusion_sales: NetSuiteIcon, outlook: OutlookIcon, pagerduty: PagerDutyIcon, parallel_ai: ParallelIcon, diff --git a/apps/docs/content/docs/integrations/meta.json b/apps/docs/content/docs/integrations/meta.json index 382216cef33..39700caea39 100644 --- a/apps/docs/content/docs/integrations/meta.json +++ b/apps/docs/content/docs/integrations/meta.json @@ -187,6 +187,7 @@ "onedrive", "onepassword", "openai", + "oracle_fusion_sales", "outlook", "pagerduty", "parallel_ai", diff --git a/apps/docs/content/docs/integrations/oracle_fusion_sales.mdx b/apps/docs/content/docs/integrations/oracle_fusion_sales.mdx new file mode 100644 index 00000000000..fa6743a33ca --- /dev/null +++ b/apps/docs/content/docs/integrations/oracle_fusion_sales.mdx @@ -0,0 +1,2094 @@ +--- +title: Oracle Fusion Sales +description: Manage sales accounts, contacts, leads, opportunities, activities, and sales teams +--- + +import { BlockInfoCard } from "@/components/ui/block-info-card" + + + +## Usage Instructions + +Connect an Oracle Fusion service-account credential to the Sales CRM REST API. Work with accounts, contacts, lead qualification and conversion, opportunities, tasks, appointments, call reports, revenue lines, and relationship teams. Lists return one bounded page. Fusion Service, Oracle B2C Service, triggers, and connectors are not included. + + + +## Actions + +### Oracle Fusion Sales Accept lead + +Accept lead using the Oracle acceptLead action. Returns the Oracle result string, not a record. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle Fusion service-account credential | +| `leadId` | string | Yes | Numeric LeadId as an exact decimal string, not the opaque resource key | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `result` | string | Oracle action result; inspect this status rather than assuming business success | + +### Oracle Fusion Sales Add activity assignee + +Add activity assignee in Oracle Fusion Sales using documented CRM REST fields. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle Fusion service-account credential | +| `activityNumber` | string | Yes | Parent Oracle public number, not its numeric ID | +| `ownerId` | string | Yes | AssigneeId as an exact decimal string | +| `attendeeFlag` | boolean | No | AttendeeFlag; null clears this field | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `record` | json | Documented Oracle Sales record fields | +| ↳ `resourceKey` | string | Opaque resource key from Oracle self link | +| ↳ `ActivityAssigneeId` | string | Activity Assignee Id as a decimal string | +| ↳ `ActivityId` | string | Activity Id as a decimal string | +| ↳ `ActyActivityNumber` | string | Acty Activity Number | +| ↳ `AssigneeId` | string | Assignee Id as a decimal string | +| ↳ `AssigneeName` | string | Assignee Name | +| ↳ `AssigneePartyNumber` | string | Assignee Party Number | +| ↳ `AttendeeFlag` | boolean | Attendee Flag | +| ↳ `ResponseCode` | string | Response Code | +| ↳ `StatusCode` | string | Status Code | + +### Oracle Fusion Sales Add activity contact + +Add activity contact in Oracle Fusion Sales using documented CRM REST fields. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle Fusion service-account credential | +| `activityNumber` | string | Yes | Parent Oracle public number, not its numeric ID | +| `contactId` | string | Yes | ContactId as an exact decimal string | +| `attendeeFlag` | boolean | No | AttendeeFlag; null clears this field | +| `primaryContactFlag` | boolean | No | PrimaryContactFlag; null clears this field | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `record` | json | Documented Oracle Sales record fields | +| ↳ `resourceKey` | string | Opaque resource key from Oracle self link | +| ↳ `ActivityContactId` | string | Activity Contact Id as a decimal string | +| ↳ `ActivityId` | string | Activity Id as a decimal string | +| ↳ `ActyActivityNumber` | string | Acty Activity Number | +| ↳ `ContactId` | string | Contact Id as a decimal string | +| ↳ `ContactName` | string | Contact Name | +| ↳ `ContactEmail` | string | Contact Email | +| ↳ `ContactPhone` | string | Contact Phone | +| ↳ `AttendeeFlag` | boolean | Attendee Flag | +| ↳ `PrimaryContactFlag` | boolean | Primary Contact Flag | + +### Oracle Fusion Sales Add opportunity contact + +Add opportunity contact in Oracle Fusion Sales using documented CRM REST fields. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle Fusion service-account credential | +| `opportunityNumber` | string | Yes | Parent Oracle public number, not its numeric ID | +| `contactId` | string | Yes | PERPartyId as an exact decimal string | +| `primaryFlag` | string | No | PrimaryFlg; null clears this field | +| `roleCode` | string | No | RoleCd; null clears this field | +| `influenceCode` | string | No | InfluenceLvlCd; null clears this field | +| `affinityCode` | string | No | AffinityLvlCd; null clears this field | +| `contactedFlag` | string | No | ContactedFlg; null clears this field | +| `comments` | string | No | Comments; null clears this field | +| `relationshipId` | string | No | RelationshipId as an exact decimal string; null clears this field | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `record` | json | Documented Oracle Sales record fields | +| ↳ `OptyConId` | string | Opty Con Id as a decimal string | +| ↳ `OptyId` | string | Opty Id as a decimal string | +| ↳ `OptyNumber` | string | Opty Number | +| ↳ `PERPartyId` | string | PERParty Id as a decimal string | +| ↳ `ContactFirstName` | string | Contact First Name | +| ↳ `ContactLastName` | string | Contact Last Name | +| ↳ `PrimaryFlg` | string | Primary Flg | +| ↳ `RoleCd` | string | Role Cd | +| ↳ `InfluenceLvlCd` | string | Influence Lvl Cd | +| ↳ `AffinityLvlCd` | string | Affinity Lvl Cd | +| ↳ `ContactedFlg` | string | Contacted Flg | +| ↳ `Comments` | string | Comments | +| ↳ `RelationshipId` | string | Relationship Id as a decimal string | + +### Oracle Fusion Sales Add opportunity team member + +Add opportunity team member in Oracle Fusion Sales using documented CRM REST fields. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle Fusion service-account credential | +| `opportunityNumber` | string | Yes | Parent Oracle public number, not its numeric ID | +| `ownerId` | string | Yes | ResourceId as an exact decimal string | +| `accessLevelCode` | string | No | AccessLevelCode; null clears this field | +| `memberFunctionCode` | string | No | MemberFunctionCode; null clears this field | +| `lockAssignmentFlag` | boolean | No | LockAssignmentFlag; null clears this field | +| `ownerFlag` | boolean | No | OwnerFlag; null clears this field | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `record` | json | Documented Oracle Sales record fields | +| ↳ `resourceKey` | string | Opaque resource key from Oracle self link | +| ↳ `OptyResourceId` | string | Opty Resource Id as a decimal string | +| ↳ `OptyResourceNumber` | string | Opty Resource Number | +| ↳ `OptyId` | string | Opty Id as a decimal string | +| ↳ `OptyNumber` | string | Opty Number | +| ↳ `ResourceId` | string | Resource Id as a decimal string | +| ↳ `PartyName` | string | Party Name | +| ↳ `EmailAddress` | string | Email Address | +| ↳ `AccessLevelCode` | string | Access Level Code | +| ↳ `MemberFunctionCode` | string | Member Function Code | +| ↳ `LockAssignmentFlag` | boolean | Lock Assignment Flag | +| ↳ `OwnerFlag` | boolean | Owner Flag | + +### Oracle Fusion Sales Assign account + +Assign account using the Oracle runAssignment action. Returns the Oracle result string, not a record. Runs configured assignment; change a specific owner with the update tool. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle Fusion service-account credential | +| `accountNumber` | string | Yes | Oracle public number returned by the corresponding list tool | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `result` | string | Oracle action result; inspect this status rather than assuming business success | + +### Oracle Fusion Sales Assign lead + +Assign lead using the Oracle runAssignment action. Returns the Oracle result string, not a record. Runs configured assignment; change a specific owner with the update tool. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle Fusion service-account credential | +| `leadId` | string | Yes | Numeric LeadId as an exact decimal string, not the opaque resource key | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `result` | string | Oracle action result; inspect this status rather than assuming business success | + +### Oracle Fusion Sales Assign opportunity + +Assign opportunity using the Oracle assignOpportunity action. Returns the Oracle result string, not a record. Runs configured assignment; change a specific owner with the update tool. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle Fusion service-account credential | +| `opportunityNumber` | string | Yes | Oracle public number returned by the corresponding list tool | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `result` | string | Oracle action result; inspect this status rather than assuming business success | + +### Oracle Fusion Sales Convert lead + +Convert lead using the Oracle convertLeadToOpty action. Returns the Oracle result string, not a record. Uses convertLeadToOpty; Oracle does not return the created opportunity identifiers through this action. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle Fusion service-account credential | +| `leadId` | string | Yes | Numeric LeadId as an exact decimal string, not the opaque resource key | +| `opportunityName` | string | No | Name for the resulting opportunity | +| `opportunityOwnerNumber` | string | No | Resource PartyNumber of the opportunity owner | +| `attributeMap` | json | No | Documented conversion attribute name/value map; every value must be a string | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `result` | string | Oracle action result; inspect this status rather than assuming business success | + +### Oracle Fusion Sales Create account + +Create account in Oracle Fusion Sales using documented CRM REST fields. Address requirements depend on tenant configuration. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle Fusion service-account credential | +| `organizationName` | string | Yes | OrganizationName | +| `accountType` | string | No | Type; null clears this field | +| `description` | string | No | Description; null clears this field | +| `emailAddress` | string | No | EmailAddress; null clears this field | +| `website` | string | No | URL; null clears this field | +| `phoneNumber` | string | No | PhoneNumber; null clears this field | +| `phoneCountryCode` | string | No | PhoneCountryCode; null clears this field | +| `phoneAreaCode` | string | No | PhoneAreaCode; null clears this field | +| `ownerId` | string | No | OwnerPartyId as an exact decimal string; null clears this field | +| `parentAccountId` | string | No | ParentAccountPartyId as an exact decimal string; null clears this field | +| `contactId` | string | No | PrimaryContactPartyId as an exact decimal string; null clears this field | +| `addressLine1` | string | No | AddressLine1; null clears this field | +| `addressLine2` | string | No | AddressLine2; null clears this field | +| `city` | string | No | City; null clears this field | +| `state` | string | No | State; null clears this field | +| `postalCode` | string | No | PostalCode; null clears this field | +| `country` | string | No | Country | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `record` | json | Documented Oracle Sales record fields | +| ↳ `PartyId` | string | Party Id as a decimal string | +| ↳ `PartyNumber` | string | Party Number | +| ↳ `OrganizationName` | string | Organization Name | +| ↳ `Type` | string | Type | +| ↳ `Description` | string | Description | +| ↳ `EmailAddress` | string | Email Address | +| ↳ `URL` | string | URL | +| ↳ `PhoneNumber` | string | Phone Number | +| ↳ `OwnerPartyId` | string | Owner Party Id as a decimal string | +| ↳ `OwnerName` | string | Owner Name | +| ↳ `ParentAccountPartyId` | string | Parent Account Party Id as a decimal string | +| ↳ `PrimaryContactPartyId` | string | Primary Contact Party Id as a decimal string | +| ↳ `AddressLine1` | string | Address Line1 | +| ↳ `AddressLine2` | string | Address Line2 | +| ↳ `City` | string | City | +| ↳ `State` | string | State | +| ↳ `PostalCode` | string | Postal Code | +| ↳ `Country` | string | Country | +| ↳ `SalesProfileStatus` | string | Sales Profile Status | +| ↳ `CreationDate` | string | Creation Date | +| ↳ `LastUpdateDate` | string | Last Update Date | + +### Oracle Fusion Sales Create appointment + +Create appointment in Oracle Fusion Sales using documented CRM REST fields. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle Fusion service-account credential | +| `subject` | string | Yes | Subject | +| `description` | string | No | ActivityDescription as plain text \(CLOB representation in REST framework 9\); null clears this field | +| `meetingMinutes` | string | No | ActivityMtgMinutes as plain text \(CLOB representation in REST framework 9\); null clears this field | +| `startDateTime` | string | Yes | ActivityStartDate \(ISO 8601 date-time with timezone\) | +| `endDateTime` | string | Yes | ActivityEndDate \(ISO 8601 date-time with timezone\) | +| `dueDate` | string | No | DueDate \(YYYY-MM-DD\); null clears this field | +| `ownerId` | string | No | OwnerId as an exact decimal string | +| `accountId` | string | No | AccountId as an exact decimal string; null clears this field | +| `opportunityId` | string | No | OpportunityId as an exact decimal string; null clears this field | +| `leadId` | string | No | LeadId as an exact decimal string; null clears this field | +| `contactId` | string | No | PrimaryContactId as an exact decimal string; null clears this field | +| `activityTypeCode` | string | No | ActivityTypeCode; null clears this field | +| `statusCode` | string | No | StatusCode; null clears this field | +| `priorityCode` | string | No | PriorityCode; null clears this field | +| `location` | string | No | Location; null clears this field | +| `percentageComplete` | number | No | PercentageComplete; null clears this field | +| `allDayFlag` | boolean | No | AllDayFlag; null clears this field | +| `privateFlag` | boolean | No | PrivateFlag; null clears this field | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `record` | json | Documented Oracle Sales record fields | +| ↳ `ActivityId` | string | Activity Id as a decimal string | +| ↳ `ActivityNumber` | string | Activity Number | +| ↳ `Subject` | string | Subject | +| ↳ `ActivityFunctionCode` | string | Activity Function Code | +| ↳ `ActivityPartialDescription` | string | Activity Partial Description | +| ↳ `PartialMtgMinutes` | string | Partial Mtg Minutes | +| ↳ `ActivityStartDate` | string | Activity Start Date | +| ↳ `ActivityEndDate` | string | Activity End Date | +| ↳ `DueDate` | string | Due Date | +| ↳ `OwnerId` | string | Owner Id as a decimal string | +| ↳ `OwnerName` | string | Owner Name | +| ↳ `AccountId` | string | Account Id as a decimal string | +| ↳ `AccountName` | string | Account Name | +| ↳ `OpportunityId` | string | Opportunity Id as a decimal string | +| ↳ `OpportunityNumber` | string | Opportunity Number | +| ↳ `OpportunityName` | string | Opportunity Name | +| ↳ `LeadId` | string | Lead Id as a decimal string | +| ↳ `LeadNumber` | string | Lead Number | +| ↳ `LeadName` | string | Lead Name | +| ↳ `PrimaryContactId` | string | Primary Contact Id as a decimal string | +| ↳ `PrimaryContactName` | string | Primary Contact Name | +| ↳ `ActivityTypeCode` | string | Activity Type Code | +| ↳ `StatusCode` | string | Status Code | +| ↳ `PriorityCode` | string | Priority Code | +| ↳ `Location` | string | Location | +| ↳ `PercentageComplete` | json | Percentage Complete \(JSON number or exact numeric string under REST framework 9\) | +| ↳ `AllDayFlag` | boolean | All Day Flag | +| ↳ `PrivateFlag` | boolean | Private Flag | +| ↳ `ActivityCreationDate` | string | Activity Creation Date | +| ↳ `ActivityUpdateDate` | string | Activity Update Date | + +### Oracle Fusion Sales Create call report + +Create call report in Oracle Fusion Sales using documented CRM REST fields. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle Fusion service-account credential | +| `subject` | string | Yes | Subject | +| `description` | string | No | ActivityDescription as plain text \(CLOB representation in REST framework 9\); null clears this field | +| `meetingMinutes` | string | No | ActivityMtgMinutes as plain text \(CLOB representation in REST framework 9\); null clears this field | +| `startDateTime` | string | Yes | ActivityStartDate \(ISO 8601 date-time with timezone\) | +| `endDateTime` | string | Yes | ActivityEndDate \(ISO 8601 date-time with timezone\) | +| `dueDate` | string | No | DueDate \(YYYY-MM-DD\); null clears this field | +| `ownerId` | string | No | OwnerId as an exact decimal string | +| `accountId` | string | No | AccountId as an exact decimal string; null clears this field | +| `opportunityId` | string | No | OpportunityId as an exact decimal string; null clears this field | +| `leadId` | string | No | LeadId as an exact decimal string; null clears this field | +| `contactId` | string | No | PrimaryContactId as an exact decimal string; null clears this field | +| `activityTypeCode` | string | No | ActivityTypeCode; null clears this field | +| `statusCode` | string | No | StatusCode; null clears this field | +| `priorityCode` | string | No | PriorityCode; null clears this field | +| `location` | string | No | Location; null clears this field | +| `percentageComplete` | number | No | PercentageComplete; null clears this field | +| `allDayFlag` | boolean | No | AllDayFlag; null clears this field | +| `privateFlag` | boolean | No | PrivateFlag; null clears this field | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `record` | json | Documented Oracle Sales record fields | +| ↳ `ActivityId` | string | Activity Id as a decimal string | +| ↳ `ActivityNumber` | string | Activity Number | +| ↳ `Subject` | string | Subject | +| ↳ `ActivityFunctionCode` | string | Activity Function Code | +| ↳ `ActivityPartialDescription` | string | Activity Partial Description | +| ↳ `PartialMtgMinutes` | string | Partial Mtg Minutes | +| ↳ `ActivityStartDate` | string | Activity Start Date | +| ↳ `ActivityEndDate` | string | Activity End Date | +| ↳ `DueDate` | string | Due Date | +| ↳ `OwnerId` | string | Owner Id as a decimal string | +| ↳ `OwnerName` | string | Owner Name | +| ↳ `AccountId` | string | Account Id as a decimal string | +| ↳ `AccountName` | string | Account Name | +| ↳ `OpportunityId` | string | Opportunity Id as a decimal string | +| ↳ `OpportunityNumber` | string | Opportunity Number | +| ↳ `OpportunityName` | string | Opportunity Name | +| ↳ `LeadId` | string | Lead Id as a decimal string | +| ↳ `LeadNumber` | string | Lead Number | +| ↳ `LeadName` | string | Lead Name | +| ↳ `PrimaryContactId` | string | Primary Contact Id as a decimal string | +| ↳ `PrimaryContactName` | string | Primary Contact Name | +| ↳ `ActivityTypeCode` | string | Activity Type Code | +| ↳ `StatusCode` | string | Status Code | +| ↳ `PriorityCode` | string | Priority Code | +| ↳ `Location` | string | Location | +| ↳ `PercentageComplete` | json | Percentage Complete \(JSON number or exact numeric string under REST framework 9\) | +| ↳ `AllDayFlag` | boolean | All Day Flag | +| ↳ `PrivateFlag` | boolean | Private Flag | +| ↳ `ActivityCreationDate` | string | Activity Creation Date | +| ↳ `ActivityUpdateDate` | string | Activity Update Date | + +### Oracle Fusion Sales Create contact + +Create contact in Oracle Fusion Sales using documented CRM REST fields. Provide at least firstName or lastName; address requirements depend on tenant configuration. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle Fusion service-account credential | +| `firstName` | string | No | FirstName; null clears this field | +| `lastName` | string | No | LastName; null clears this field | +| `emailAddress` | string | No | EmailAddress; null clears this field | +| `accountId` | string | No | AccountPartyId as an exact decimal string; null clears this field | +| `ownerId` | string | No | OwnerPartyId as an exact decimal string; null clears this field | +| `jobTitle` | string | No | JobTitle; null clears this field | +| `department` | string | No | Department; null clears this field | +| `workPhoneNumber` | string | No | WorkPhoneNumber; null clears this field | +| `mobileNumber` | string | No | MobileNumber; null clears this field | +| `addressLine1` | string | No | AddressLine1; null clears this field | +| `city` | string | No | City; null clears this field | +| `state` | string | No | State; null clears this field | +| `postalCode` | string | No | PostalCode; null clears this field | +| `country` | string | No | Country | +| `doNotEmailFlag` | boolean | No | DoNotEmailFlag; null clears this field | +| `doNotCallFlag` | boolean | No | DoNotCallFlag; null clears this field | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `record` | json | Documented Oracle Sales record fields | +| ↳ `PartyId` | string | Party Id as a decimal string | +| ↳ `PartyNumber` | string | Party Number | +| ↳ `ContactName` | string | Contact Name | +| ↳ `FirstName` | string | First Name | +| ↳ `LastName` | string | Last Name | +| ↳ `EmailAddress` | string | Email Address | +| ↳ `AccountPartyId` | string | Account Party Id as a decimal string | +| ↳ `AccountPartyNumber` | string | Account Party Number | +| ↳ `AccountName` | string | Account Name | +| ↳ `OwnerPartyId` | string | Owner Party Id as a decimal string | +| ↳ `OwnerName` | string | Owner Name | +| ↳ `JobTitle` | string | Job Title | +| ↳ `Department` | string | Department | +| ↳ `WorkPhoneNumber` | string | Work Phone Number | +| ↳ `MobileNumber` | string | Mobile Number | +| ↳ `DoNotEmailFlag` | boolean | Do Not Email Flag | +| ↳ `DoNotCallFlag` | boolean | Do Not Call Flag | +| ↳ `CreationDate` | string | Creation Date | +| ↳ `LastUpdateDate` | string | Last Update Date | + +### Oracle Fusion Sales Create lead + +Create lead in Oracle Fusion Sales using documented CRM REST fields. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle Fusion service-account credential | +| `name` | string | Yes | Name | +| `description` | string | No | Description; null clears this field | +| `accountId` | string | No | CustomerId as an exact decimal string; null clears this field | +| `ownerId` | string | No | OwnerId as an exact decimal string; null clears this field | +| `contactId` | string | No | PrimaryContactId as an exact decimal string; null clears this field | +| `statusCode` | string | No | StatusCode; null clears this field | +| `rank` | string | No | Rank; null clears this field | +| `sourceCode` | string | No | SourceCode; null clears this field | +| `budgetAmount` | number | No | BudgetAmount; null clears this field | +| `budgetCurrencyCode` | string | No | BudgetCurrencyCode; null clears this field | +| `dealAmount` | number | No | DealAmount; null clears this field | +| `currencyCode` | string | No | CurrencyCode; null clears this field | +| `estimatedCloseDate` | string | No | EstimatedCloseDate \(YYYY-MM-DD\); null clears this field | +| `customerNeed` | string | No | CustomerNeed; null clears this field | +| `contactFirstName` | string | No | PrimaryContactPersonFirstName; null clears this field | +| `contactLastName` | string | No | PrimaryContactPersonLastName; null clears this field | +| `contactEmail` | string | No | PrimaryContactEmailAddress; null clears this field | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `record` | json | Documented Oracle Sales record fields | +| ↳ `resourceKey` | string | Opaque resource key from Oracle self link | +| ↳ `LeadId` | string | Lead Id as a decimal string | +| ↳ `LeadNumber` | string | Lead Number | +| ↳ `Name` | string | Name | +| ↳ `Description` | string | Description | +| ↳ `CustomerId` | string | Customer Id as a decimal string | +| ↳ `CustomerPartyName` | string | Customer Party Name | +| ↳ `OwnerId` | string | Owner Id as a decimal string | +| ↳ `OwnerPartyName` | string | Owner Party Name | +| ↳ `PrimaryContactId` | string | Primary Contact Id as a decimal string | +| ↳ `PrimaryContactPartyName` | string | Primary Contact Party Name | +| ↳ `StatusCode` | string | Status Code | +| ↳ `Rank` | string | Rank | +| ↳ `SourceCode` | string | Source Code | +| ↳ `BudgetAmount` | json | Budget Amount \(JSON number or exact numeric string under REST framework 9\) | +| ↳ `BudgetCurrencyCode` | string | Budget Currency Code | +| ↳ `DealAmount` | json | Deal Amount \(JSON number or exact numeric string under REST framework 9\) | +| ↳ `CurrencyCode` | string | Currency Code | +| ↳ `EstimatedCloseDate` | string | Estimated Close Date | +| ↳ `LeadAcceptedFlag` | boolean | Lead Accepted Flag | +| ↳ `EligibleForConversionFlag` | boolean | Eligible For Conversion Flag | +| ↳ `LeadCreationDate` | string | Lead Creation Date | +| ↳ `LeadLastUpdateDate` | string | Lead Last Update Date | + +### Oracle Fusion Sales Create opportunity + +Create opportunity in Oracle Fusion Sales using documented CRM REST fields. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle Fusion service-account credential | +| `name` | string | Yes | Name | +| `description` | string | No | Description; null clears this field | +| `accountId` | string | No | TargetPartyId as an exact decimal string; null clears this field | +| `ownerId` | string | No | OwnerResourcePartyId as an exact decimal string | +| `contactId` | string | No | KeyContactId as an exact decimal string; null clears this field | +| `currencyCode` | string | No | CurrencyCode | +| `businessUnitId` | string | No | PrimaryOrganizationId as an exact decimal string | +| `salesMethodId` | string | No | SalesMethodId as an exact decimal string; null clears this field | +| `salesStageId` | string | No | SalesStageId as an exact decimal string; null clears this field | +| `statusCode` | string | No | StatusCode; null clears this field | +| `reasonWonLostCode` | string | No | ReasonWonLostCode; null clears this field | +| `closeDate` | string | No | EffectiveDate \(YYYY-MM-DD\); null clears this field | +| `revenue` | number | No | Revenue; null clears this field | +| `winProbability` | number | No | WinProb; null clears this field | +| `comments` | string | No | Comments; null clears this field | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `record` | json | Documented Oracle Sales record fields | +| ↳ `OptyId` | string | Opty Id as a decimal string | +| ↳ `OptyNumber` | string | Opty Number | +| ↳ `Name` | string | Name | +| ↳ `Description` | string | Description | +| ↳ `TargetPartyId` | string | Target Party Id as a decimal string | +| ↳ `TargetPartyName` | string | Target Party Name | +| ↳ `OwnerResourcePartyId` | string | Owner Resource Party Id as a decimal string | +| ↳ `OwnerPartyNumber` | string | Owner Party Number | +| ↳ `KeyContactId` | string | Key Contact Id as a decimal string | +| ↳ `CurrencyCode` | string | Currency Code | +| ↳ `PrimaryOrganizationId` | string | Primary Organization Id as a decimal string | +| ↳ `SalesMethodId` | string | Sales Method Id as a decimal string | +| ↳ `SalesMethod` | string | Sales Method | +| ↳ `SalesStageId` | string | Sales Stage Id as a decimal string | +| ↳ `SalesStage` | string | Sales Stage | +| ↳ `StatusCode` | string | Status Code | +| ↳ `ReasonWonLostCode` | string | Reason Won Lost Code | +| ↳ `EffectiveDate` | string | Effective Date | +| ↳ `Revenue` | json | Revenue \(JSON number or exact numeric string under REST framework 9\) | +| ↳ `WinProb` | number | Win Prob | +| ↳ `OptyCreationDate` | string | Opty Creation Date | +| ↳ `OptyLastUpdateDate` | string | Opty Last Update Date | + +### Oracle Fusion Sales Create opportunity revenue + +Create opportunity revenue in Oracle Fusion Sales using documented CRM REST fields. Provide productGroupId or both inventoryItemId and inventoryOrganizationId. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle Fusion service-account credential | +| `opportunityNumber` | string | Yes | Parent Oracle public number, not its numeric ID | +| `productGroupId` | string | No | ProdGroupId as an exact decimal string; null clears this field | +| `inventoryItemId` | string | No | InventoryItemId as an exact decimal string; null clears this field | +| `inventoryOrganizationId` | string | No | InventoryOrgId as an exact decimal string; null clears this field | +| `quantity` | number | No | Quantity; null clears this field | +| `unitPrice` | number | No | UnitPrice; null clears this field | +| `revenue` | number | No | RevnAmount; null clears this field | +| `currencyCode` | string | No | RevnAmountCurcyCode | +| `ownerId` | string | No | ResourcePartyId as an exact decimal string; null clears this field | +| `closeDate` | string | No | EffectiveDate \(YYYY-MM-DD\); null clears this field | +| `statusCode` | string | No | StatusCode; null clears this field | +| `winProbability` | number | No | WinProb; null clears this field | +| `description` | string | No | Description; null clears this field | +| `comments` | string | No | Comments; null clears this field | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `record` | json | Documented Oracle Sales record fields | +| ↳ `resourceKey` | string | Opaque resource key from Oracle self link | +| ↳ `RevnId` | string | Revn Id as a decimal string | +| ↳ `RevnNumber` | string | Revn Number | +| ↳ `OptyId` | string | Opty Id as a decimal string | +| ↳ `OptyNumber` | string | Opty Number | +| ↳ `ProdGroupId` | string | Prod Group Id as a decimal string | +| ↳ `ProdGroupName` | string | Prod Group Name | +| ↳ `InventoryItemId` | string | Inventory Item Id as a decimal string | +| ↳ `InventoryOrgId` | string | Inventory Org Id as a decimal string | +| ↳ `Quantity` | json | Quantity \(JSON number or exact numeric string under REST framework 9\) | +| ↳ `UnitPrice` | json | Unit Price \(JSON number or exact numeric string under REST framework 9\) | +| ↳ `RevnAmount` | json | Revn Amount \(JSON number or exact numeric string under REST framework 9\) | +| ↳ `RevnAmountCurcyCode` | string | Revn Amount Curcy Code | +| ↳ `ResourcePartyId` | string | Resource Party Id as a decimal string | +| ↳ `EffectiveDate` | string | Effective Date | +| ↳ `StatusCode` | string | Status Code | +| ↳ `WinProb` | number | Win Prob | +| ↳ `Description` | string | Description | +| ↳ `RevnCreationDate` | string | Revn Creation Date | +| ↳ `RevnLastUpdateDate` | string | Revn Last Update Date | + +### Oracle Fusion Sales Create task + +Create task in Oracle Fusion Sales using documented CRM REST fields. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle Fusion service-account credential | +| `subject` | string | Yes | Subject | +| `description` | string | No | ActivityDescription as plain text \(CLOB representation in REST framework 9\); null clears this field | +| `meetingMinutes` | string | No | ActivityMtgMinutes as plain text \(CLOB representation in REST framework 9\); null clears this field | +| `startDateTime` | string | No | ActivityStartDate \(ISO 8601 date-time with timezone\); null clears this field | +| `endDateTime` | string | No | ActivityEndDate \(ISO 8601 date-time with timezone\); null clears this field | +| `dueDate` | string | No | DueDate \(YYYY-MM-DD\); null clears this field | +| `ownerId` | string | No | OwnerId as an exact decimal string | +| `accountId` | string | No | AccountId as an exact decimal string; null clears this field | +| `opportunityId` | string | No | OpportunityId as an exact decimal string; null clears this field | +| `leadId` | string | No | LeadId as an exact decimal string; null clears this field | +| `contactId` | string | No | PrimaryContactId as an exact decimal string; null clears this field | +| `activityTypeCode` | string | No | ActivityTypeCode; null clears this field | +| `statusCode` | string | No | StatusCode; null clears this field | +| `priorityCode` | string | No | PriorityCode; null clears this field | +| `location` | string | No | Location; null clears this field | +| `percentageComplete` | number | No | PercentageComplete; null clears this field | +| `allDayFlag` | boolean | No | AllDayFlag; null clears this field | +| `privateFlag` | boolean | No | PrivateFlag; null clears this field | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `record` | json | Documented Oracle Sales record fields | +| ↳ `ActivityId` | string | Activity Id as a decimal string | +| ↳ `ActivityNumber` | string | Activity Number | +| ↳ `Subject` | string | Subject | +| ↳ `ActivityFunctionCode` | string | Activity Function Code | +| ↳ `ActivityPartialDescription` | string | Activity Partial Description | +| ↳ `PartialMtgMinutes` | string | Partial Mtg Minutes | +| ↳ `ActivityStartDate` | string | Activity Start Date | +| ↳ `ActivityEndDate` | string | Activity End Date | +| ↳ `DueDate` | string | Due Date | +| ↳ `OwnerId` | string | Owner Id as a decimal string | +| ↳ `OwnerName` | string | Owner Name | +| ↳ `AccountId` | string | Account Id as a decimal string | +| ↳ `AccountName` | string | Account Name | +| ↳ `OpportunityId` | string | Opportunity Id as a decimal string | +| ↳ `OpportunityNumber` | string | Opportunity Number | +| ↳ `OpportunityName` | string | Opportunity Name | +| ↳ `LeadId` | string | Lead Id as a decimal string | +| ↳ `LeadNumber` | string | Lead Number | +| ↳ `LeadName` | string | Lead Name | +| ↳ `PrimaryContactId` | string | Primary Contact Id as a decimal string | +| ↳ `PrimaryContactName` | string | Primary Contact Name | +| ↳ `ActivityTypeCode` | string | Activity Type Code | +| ↳ `StatusCode` | string | Status Code | +| ↳ `PriorityCode` | string | Priority Code | +| ↳ `Location` | string | Location | +| ↳ `PercentageComplete` | json | Percentage Complete \(JSON number or exact numeric string under REST framework 9\) | +| ↳ `AllDayFlag` | boolean | All Day Flag | +| ↳ `PrivateFlag` | boolean | Private Flag | +| ↳ `ActivityCreationDate` | string | Activity Creation Date | +| ↳ `ActivityUpdateDate` | string | Activity Update Date | + +### Oracle Fusion Sales Delete account + +Delete account in Oracle Fusion Sales. Oracle returns no response body. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle Fusion service-account credential | +| `accountNumber` | string | Yes | Oracle PartyNumber returned by the corresponding list tool; preserve as a string | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `deleted` | boolean | Oracle completed the delete request | + +### Oracle Fusion Sales Delete activity + +Delete activity in Oracle Fusion Sales. Oracle returns no response body. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle Fusion service-account credential | +| `activityNumber` | string | Yes | Oracle ActivityNumber returned by the corresponding list tool; preserve as a string | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `deleted` | boolean | Oracle completed the delete request | + +### Oracle Fusion Sales Delete contact + +Delete contact in Oracle Fusion Sales. Oracle returns no response body. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle Fusion service-account credential | +| `contactNumber` | string | Yes | Oracle PartyNumber returned by the corresponding list tool; preserve as a string | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `deleted` | boolean | Oracle completed the delete request | + +### Oracle Fusion Sales Delete lead + +Delete lead in Oracle Fusion Sales. Oracle returns no response body. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle Fusion service-account credential | +| `leadKey` | string | Yes | Opaque resourceKey returned by the corresponding list tool; never construct it from an ID | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `deleted` | boolean | Oracle completed the delete request | + +### Oracle Fusion Sales Delete opportunity + +Delete opportunity in Oracle Fusion Sales. Oracle returns no response body. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle Fusion service-account credential | +| `opportunityNumber` | string | Yes | Oracle OptyNumber returned by the corresponding list tool; preserve as a string | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `deleted` | boolean | Oracle completed the delete request | + +### Oracle Fusion Sales Delete opportunity revenue + +Delete opportunity revenue in Oracle Fusion Sales. Oracle returns no response body. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle Fusion service-account credential | +| `opportunityNumber` | string | Yes | Parent Oracle public number, not its numeric ID | +| `revenueKey` | string | Yes | Opaque resourceKey returned by the corresponding list tool; never construct it from an ID | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `deleted` | boolean | Oracle completed the delete request | + +### Oracle Fusion Sales Find duplicate accounts + +Find duplicate accounts using Oracle Data Quality matching. Returns candidate fields and scores without merging records. Results above the integration limit of 1,000 candidates fail explicitly; refine the matching fields. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle Fusion service-account credential | +| `matchingFields` | json | Yes | Data Quality matching field/value map; use Oracle field names and string values | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `items` | array | Duplicate candidates, limited to 1,000; oversized results fail without truncation | +| ↳ `PartyId` | string | PartyId | +| ↳ `PartyNumber` | string | PartyNumber | +| ↳ `OrganizationName` | string | OrganizationName | +| ↳ `FormattedAddress` | string | FormattedAddress | +| ↳ `EmailAddress` | string | EmailAddress | +| ↳ `OwnerPartyId` | string | OwnerPartyId | +| ↳ `OwnerName` | string | OwnerName | +| ↳ `MatchScore` | string | MatchScore | +| ↳ `MatchRule` | string | MatchRule | +| ↳ `MatchedAttributes` | string | MatchedAttributes | +| `count` | number | Number of returned duplicate candidates | + +### Oracle Fusion Sales Find duplicate contacts + +Find duplicate contacts using Oracle Data Quality matching. Returns candidate fields and scores without merging records. Results above the integration limit of 1,000 candidates fail explicitly; refine the matching fields. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle Fusion service-account credential | +| `matchingFields` | json | Yes | Data Quality matching field/value map; use Oracle field names and string values | +| `accountNumber` | string | No | Related account PartyNumber used to narrow matching | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `items` | array | Duplicate candidates, limited to 1,000; oversized results fail without truncation | +| ↳ `PartyId` | string | PartyId | +| ↳ `PartyNumber` | string | PartyNumber | +| ↳ `FirstName` | string | FirstName | +| ↳ `LastName` | string | LastName | +| ↳ `FormattedAddress` | string | FormattedAddress | +| ↳ `EmailAddress` | string | EmailAddress | +| ↳ `AccountPartyId` | string | AccountPartyId | +| ↳ `AccountPartyNumber` | string | AccountPartyNumber | +| ↳ `AccountName` | string | AccountName | +| ↳ `MatchScore` | string | MatchScore | +| ↳ `MatchRule` | string | MatchRule | +| ↳ `MatchedAttributes` | string | MatchedAttributes | +| `count` | number | Number of returned duplicate candidates | + +### Oracle Fusion Sales Get account + +Get account in Oracle Fusion Sales using documented CRM REST fields. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle Fusion service-account credential | +| `accountNumber` | string | Yes | Oracle PartyNumber returned by the corresponding list tool; preserve as a string | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `record` | json | Documented Oracle Sales record fields | +| ↳ `PartyId` | string | Party Id as a decimal string | +| ↳ `PartyNumber` | string | Party Number | +| ↳ `OrganizationName` | string | Organization Name | +| ↳ `Type` | string | Type | +| ↳ `Description` | string | Description | +| ↳ `EmailAddress` | string | Email Address | +| ↳ `URL` | string | URL | +| ↳ `PhoneNumber` | string | Phone Number | +| ↳ `OwnerPartyId` | string | Owner Party Id as a decimal string | +| ↳ `OwnerName` | string | Owner Name | +| ↳ `ParentAccountPartyId` | string | Parent Account Party Id as a decimal string | +| ↳ `PrimaryContactPartyId` | string | Primary Contact Party Id as a decimal string | +| ↳ `AddressLine1` | string | Address Line1 | +| ↳ `AddressLine2` | string | Address Line2 | +| ↳ `City` | string | City | +| ↳ `State` | string | State | +| ↳ `PostalCode` | string | Postal Code | +| ↳ `Country` | string | Country | +| ↳ `SalesProfileStatus` | string | Sales Profile Status | +| ↳ `CreationDate` | string | Creation Date | +| ↳ `LastUpdateDate` | string | Last Update Date | + +### Oracle Fusion Sales Get activity + +Get activity in Oracle Fusion Sales using documented CRM REST fields. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle Fusion service-account credential | +| `activityNumber` | string | Yes | Oracle ActivityNumber returned by the corresponding list tool; preserve as a string | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `record` | json | Documented Oracle Sales record fields | +| ↳ `ActivityId` | string | Activity Id as a decimal string | +| ↳ `ActivityNumber` | string | Activity Number | +| ↳ `Subject` | string | Subject | +| ↳ `ActivityFunctionCode` | string | Activity Function Code | +| ↳ `ActivityPartialDescription` | string | Activity Partial Description | +| ↳ `PartialMtgMinutes` | string | Partial Mtg Minutes | +| ↳ `ActivityStartDate` | string | Activity Start Date | +| ↳ `ActivityEndDate` | string | Activity End Date | +| ↳ `DueDate` | string | Due Date | +| ↳ `OwnerId` | string | Owner Id as a decimal string | +| ↳ `OwnerName` | string | Owner Name | +| ↳ `AccountId` | string | Account Id as a decimal string | +| ↳ `AccountName` | string | Account Name | +| ↳ `OpportunityId` | string | Opportunity Id as a decimal string | +| ↳ `OpportunityNumber` | string | Opportunity Number | +| ↳ `OpportunityName` | string | Opportunity Name | +| ↳ `LeadId` | string | Lead Id as a decimal string | +| ↳ `LeadNumber` | string | Lead Number | +| ↳ `LeadName` | string | Lead Name | +| ↳ `PrimaryContactId` | string | Primary Contact Id as a decimal string | +| ↳ `PrimaryContactName` | string | Primary Contact Name | +| ↳ `ActivityTypeCode` | string | Activity Type Code | +| ↳ `StatusCode` | string | Status Code | +| ↳ `PriorityCode` | string | Priority Code | +| ↳ `Location` | string | Location | +| ↳ `PercentageComplete` | json | Percentage Complete \(JSON number or exact numeric string under REST framework 9\) | +| ↳ `AllDayFlag` | boolean | All Day Flag | +| ↳ `PrivateFlag` | boolean | Private Flag | +| ↳ `ActivityCreationDate` | string | Activity Creation Date | +| ↳ `ActivityUpdateDate` | string | Activity Update Date | + +### Oracle Fusion Sales Get contact + +Get contact in Oracle Fusion Sales using documented CRM REST fields. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle Fusion service-account credential | +| `contactNumber` | string | Yes | Oracle PartyNumber returned by the corresponding list tool; preserve as a string | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `record` | json | Documented Oracle Sales record fields | +| ↳ `PartyId` | string | Party Id as a decimal string | +| ↳ `PartyNumber` | string | Party Number | +| ↳ `ContactName` | string | Contact Name | +| ↳ `FirstName` | string | First Name | +| ↳ `LastName` | string | Last Name | +| ↳ `EmailAddress` | string | Email Address | +| ↳ `AccountPartyId` | string | Account Party Id as a decimal string | +| ↳ `AccountPartyNumber` | string | Account Party Number | +| ↳ `AccountName` | string | Account Name | +| ↳ `OwnerPartyId` | string | Owner Party Id as a decimal string | +| ↳ `OwnerName` | string | Owner Name | +| ↳ `JobTitle` | string | Job Title | +| ↳ `Department` | string | Department | +| ↳ `WorkPhoneNumber` | string | Work Phone Number | +| ↳ `MobileNumber` | string | Mobile Number | +| ↳ `DoNotEmailFlag` | boolean | Do Not Email Flag | +| ↳ `DoNotCallFlag` | boolean | Do Not Call Flag | +| ↳ `CreationDate` | string | Creation Date | +| ↳ `LastUpdateDate` | string | Last Update Date | + +### Oracle Fusion Sales Get lead + +Get lead in Oracle Fusion Sales using documented CRM REST fields. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle Fusion service-account credential | +| `leadKey` | string | Yes | Opaque resourceKey returned by the corresponding list tool; never construct it from an ID | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `record` | json | Documented Oracle Sales record fields | +| ↳ `resourceKey` | string | Opaque resource key from Oracle self link | +| ↳ `LeadId` | string | Lead Id as a decimal string | +| ↳ `LeadNumber` | string | Lead Number | +| ↳ `Name` | string | Name | +| ↳ `Description` | string | Description | +| ↳ `CustomerId` | string | Customer Id as a decimal string | +| ↳ `CustomerPartyName` | string | Customer Party Name | +| ↳ `OwnerId` | string | Owner Id as a decimal string | +| ↳ `OwnerPartyName` | string | Owner Party Name | +| ↳ `PrimaryContactId` | string | Primary Contact Id as a decimal string | +| ↳ `PrimaryContactPartyName` | string | Primary Contact Party Name | +| ↳ `StatusCode` | string | Status Code | +| ↳ `Rank` | string | Rank | +| ↳ `SourceCode` | string | Source Code | +| ↳ `BudgetAmount` | json | Budget Amount \(JSON number or exact numeric string under REST framework 9\) | +| ↳ `BudgetCurrencyCode` | string | Budget Currency Code | +| ↳ `DealAmount` | json | Deal Amount \(JSON number or exact numeric string under REST framework 9\) | +| ↳ `CurrencyCode` | string | Currency Code | +| ↳ `EstimatedCloseDate` | string | Estimated Close Date | +| ↳ `LeadAcceptedFlag` | boolean | Lead Accepted Flag | +| ↳ `EligibleForConversionFlag` | boolean | Eligible For Conversion Flag | +| ↳ `LeadCreationDate` | string | Lead Creation Date | +| ↳ `LeadLastUpdateDate` | string | Lead Last Update Date | + +### Oracle Fusion Sales Get opportunity + +Get opportunity in Oracle Fusion Sales using documented CRM REST fields. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle Fusion service-account credential | +| `opportunityNumber` | string | Yes | Oracle OptyNumber returned by the corresponding list tool; preserve as a string | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `record` | json | Documented Oracle Sales record fields | +| ↳ `OptyId` | string | Opty Id as a decimal string | +| ↳ `OptyNumber` | string | Opty Number | +| ↳ `Name` | string | Name | +| ↳ `Description` | string | Description | +| ↳ `TargetPartyId` | string | Target Party Id as a decimal string | +| ↳ `TargetPartyName` | string | Target Party Name | +| ↳ `OwnerResourcePartyId` | string | Owner Resource Party Id as a decimal string | +| ↳ `OwnerPartyNumber` | string | Owner Party Number | +| ↳ `KeyContactId` | string | Key Contact Id as a decimal string | +| ↳ `CurrencyCode` | string | Currency Code | +| ↳ `PrimaryOrganizationId` | string | Primary Organization Id as a decimal string | +| ↳ `SalesMethodId` | string | Sales Method Id as a decimal string | +| ↳ `SalesMethod` | string | Sales Method | +| ↳ `SalesStageId` | string | Sales Stage Id as a decimal string | +| ↳ `SalesStage` | string | Sales Stage | +| ↳ `StatusCode` | string | Status Code | +| ↳ `ReasonWonLostCode` | string | Reason Won Lost Code | +| ↳ `EffectiveDate` | string | Effective Date | +| ↳ `Revenue` | json | Revenue \(JSON number or exact numeric string under REST framework 9\) | +| ↳ `WinProb` | number | Win Prob | +| ↳ `OptyCreationDate` | string | Opty Creation Date | +| ↳ `OptyLastUpdateDate` | string | Opty Last Update Date | + +### Oracle Fusion Sales Get sales resource + +Get sales resource in Oracle Fusion Sales using documented CRM REST fields. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle Fusion service-account credential | +| `resourceNumber` | string | Yes | Oracle PartyNumber returned by the corresponding list tool; preserve as a string | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `record` | json | Documented Oracle Sales record fields | +| ↳ `PartyId` | string | Party Id as a decimal string | +| ↳ `PartyNumber` | string | Party Number | +| ↳ `PartyName` | string | Party Name | +| ↳ `PersonFirstName` | string | Person First Name | +| ↳ `PersonLastName` | string | Person Last Name | +| ↳ `EmailAddress` | string | Email Address | +| ↳ `Username` | string | Username | +| ↳ `ResourceProfileId` | string | Resource Profile Id as a decimal string | +| ↳ `ResourceOrgRoleCode` | string | Resource Org Role Code | +| ↳ `ResourceOrgRoleName` | string | Resource Org Role Name | +| ↳ `StartDateActive` | string | Start Date Active | +| ↳ `EndDateActive` | string | End Date Active | +| ↳ `Manager` | string | Manager | +| ↳ `PrimaryOrganization` | string | Primary Organization | + +### Oracle Fusion Sales List accounts + +List one bounded page of accounts from Oracle Fusion Sales. Use q, finder, and pagination to control the result. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle Fusion service-account credential | +| `q` | string | No | Documented Oracle q filter, up to 2,048 characters | +| `finder` | string | No | Documented Oracle finder and bind parameters, up to 2,048 characters | +| `orderBy` | string | No | Oracle attribute names with optional :asc or :desc, up to 1,024 characters | +| `limit` | number | No | Records in this page \(1-100; default 50\) | +| `offset` | number | No | Non-negative safe integer offset; default 0 | +| `totalResults` | boolean | No | Request the estimated total matching record count | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `count` | number | Number of records in this page | +| `hasMore` | boolean | Whether Oracle reports another page | +| `limit` | number | Page size returned by Oracle | +| `offset` | number | Offset returned by Oracle | +| `totalResults` | number | Estimated matching total when Oracle provides it | +| `nextOffset` | number | Offset for the next request, present only when hasMore is true | +| `items` | array | One bounded page of Oracle Sales records | +| ↳ `PartyId` | string | Party Id as a decimal string | +| ↳ `PartyNumber` | string | Party Number | +| ↳ `OrganizationName` | string | Organization Name | +| ↳ `Type` | string | Type | +| ↳ `Description` | string | Description | +| ↳ `EmailAddress` | string | Email Address | +| ↳ `URL` | string | URL | +| ↳ `PhoneNumber` | string | Phone Number | +| ↳ `OwnerPartyId` | string | Owner Party Id as a decimal string | +| ↳ `OwnerName` | string | Owner Name | +| ↳ `ParentAccountPartyId` | string | Parent Account Party Id as a decimal string | +| ↳ `PrimaryContactPartyId` | string | Primary Contact Party Id as a decimal string | +| ↳ `AddressLine1` | string | Address Line1 | +| ↳ `AddressLine2` | string | Address Line2 | +| ↳ `City` | string | City | +| ↳ `State` | string | State | +| ↳ `PostalCode` | string | Postal Code | +| ↳ `Country` | string | Country | +| ↳ `SalesProfileStatus` | string | Sales Profile Status | +| ↳ `CreationDate` | string | Creation Date | +| ↳ `LastUpdateDate` | string | Last Update Date | + +### Oracle Fusion Sales List activities + +List one bounded page of activities from Oracle Fusion Sales. Use q, finder, and pagination to control the result. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle Fusion service-account credential | +| `q` | string | No | Documented Oracle q filter, up to 2,048 characters | +| `finder` | string | No | Documented Oracle finder and bind parameters, up to 2,048 characters | +| `orderBy` | string | No | Oracle attribute names with optional :asc or :desc, up to 1,024 characters | +| `limit` | number | No | Records in this page \(1-100; default 50\) | +| `offset` | number | No | Non-negative safe integer offset; default 0 | +| `totalResults` | boolean | No | Request the estimated total matching record count | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `count` | number | Number of records in this page | +| `hasMore` | boolean | Whether Oracle reports another page | +| `limit` | number | Page size returned by Oracle | +| `offset` | number | Offset returned by Oracle | +| `totalResults` | number | Estimated matching total when Oracle provides it | +| `nextOffset` | number | Offset for the next request, present only when hasMore is true | +| `items` | array | One bounded page of Oracle Sales records | +| ↳ `ActivityId` | string | Activity Id as a decimal string | +| ↳ `ActivityNumber` | string | Activity Number | +| ↳ `Subject` | string | Subject | +| ↳ `ActivityFunctionCode` | string | Activity Function Code | +| ↳ `ActivityPartialDescription` | string | Activity Partial Description | +| ↳ `PartialMtgMinutes` | string | Partial Mtg Minutes | +| ↳ `ActivityStartDate` | string | Activity Start Date | +| ↳ `ActivityEndDate` | string | Activity End Date | +| ↳ `DueDate` | string | Due Date | +| ↳ `OwnerId` | string | Owner Id as a decimal string | +| ↳ `OwnerName` | string | Owner Name | +| ↳ `AccountId` | string | Account Id as a decimal string | +| ↳ `AccountName` | string | Account Name | +| ↳ `OpportunityId` | string | Opportunity Id as a decimal string | +| ↳ `OpportunityNumber` | string | Opportunity Number | +| ↳ `OpportunityName` | string | Opportunity Name | +| ↳ `LeadId` | string | Lead Id as a decimal string | +| ↳ `LeadNumber` | string | Lead Number | +| ↳ `LeadName` | string | Lead Name | +| ↳ `PrimaryContactId` | string | Primary Contact Id as a decimal string | +| ↳ `PrimaryContactName` | string | Primary Contact Name | +| ↳ `ActivityTypeCode` | string | Activity Type Code | +| ↳ `StatusCode` | string | Status Code | +| ↳ `PriorityCode` | string | Priority Code | +| ↳ `Location` | string | Location | +| ↳ `PercentageComplete` | json | Percentage Complete \(JSON number or exact numeric string under REST framework 9\) | +| ↳ `AllDayFlag` | boolean | All Day Flag | +| ↳ `PrivateFlag` | boolean | Private Flag | +| ↳ `ActivityCreationDate` | string | Activity Creation Date | +| ↳ `ActivityUpdateDate` | string | Activity Update Date | + +### Oracle Fusion Sales List activity assignees + +List one bounded page of activity assignees from Oracle Fusion Sales. Use q, finder, and pagination to control the result. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle Fusion service-account credential | +| `activityNumber` | string | Yes | Parent Oracle public number, not its numeric ID | +| `q` | string | No | Documented Oracle q filter, up to 2,048 characters | +| `finder` | string | No | Documented Oracle finder and bind parameters, up to 2,048 characters | +| `orderBy` | string | No | Oracle attribute names with optional :asc or :desc, up to 1,024 characters | +| `limit` | number | No | Records in this page \(1-100; default 50\) | +| `offset` | number | No | Non-negative safe integer offset; default 0 | +| `totalResults` | boolean | No | Request the estimated total matching record count | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `count` | number | Number of records in this page | +| `hasMore` | boolean | Whether Oracle reports another page | +| `limit` | number | Page size returned by Oracle | +| `offset` | number | Offset returned by Oracle | +| `totalResults` | number | Estimated matching total when Oracle provides it | +| `nextOffset` | number | Offset for the next request, present only when hasMore is true | +| `items` | array | One bounded page of Oracle Sales records | +| ↳ `resourceKey` | string | Opaque resource key from Oracle self link | +| ↳ `ActivityAssigneeId` | string | Activity Assignee Id as a decimal string | +| ↳ `ActivityId` | string | Activity Id as a decimal string | +| ↳ `ActyActivityNumber` | string | Acty Activity Number | +| ↳ `AssigneeId` | string | Assignee Id as a decimal string | +| ↳ `AssigneeName` | string | Assignee Name | +| ↳ `AssigneePartyNumber` | string | Assignee Party Number | +| ↳ `AttendeeFlag` | boolean | Attendee Flag | +| ↳ `ResponseCode` | string | Response Code | +| ↳ `StatusCode` | string | Status Code | + +### Oracle Fusion Sales List activity contacts + +List one bounded page of activity contacts from Oracle Fusion Sales. Use q, finder, and pagination to control the result. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle Fusion service-account credential | +| `activityNumber` | string | Yes | Parent Oracle public number, not its numeric ID | +| `q` | string | No | Documented Oracle q filter, up to 2,048 characters | +| `finder` | string | No | Documented Oracle finder and bind parameters, up to 2,048 characters | +| `orderBy` | string | No | Oracle attribute names with optional :asc or :desc, up to 1,024 characters | +| `limit` | number | No | Records in this page \(1-100; default 50\) | +| `offset` | number | No | Non-negative safe integer offset; default 0 | +| `totalResults` | boolean | No | Request the estimated total matching record count | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `count` | number | Number of records in this page | +| `hasMore` | boolean | Whether Oracle reports another page | +| `limit` | number | Page size returned by Oracle | +| `offset` | number | Offset returned by Oracle | +| `totalResults` | number | Estimated matching total when Oracle provides it | +| `nextOffset` | number | Offset for the next request, present only when hasMore is true | +| `items` | array | One bounded page of Oracle Sales records | +| ↳ `resourceKey` | string | Opaque resource key from Oracle self link | +| ↳ `ActivityContactId` | string | Activity Contact Id as a decimal string | +| ↳ `ActivityId` | string | Activity Id as a decimal string | +| ↳ `ActyActivityNumber` | string | Acty Activity Number | +| ↳ `ContactId` | string | Contact Id as a decimal string | +| ↳ `ContactName` | string | Contact Name | +| ↳ `ContactEmail` | string | Contact Email | +| ↳ `ContactPhone` | string | Contact Phone | +| ↳ `AttendeeFlag` | boolean | Attendee Flag | +| ↳ `PrimaryContactFlag` | boolean | Primary Contact Flag | + +### Oracle Fusion Sales List contacts + +List one bounded page of contacts from Oracle Fusion Sales. Use q, finder, and pagination to control the result. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle Fusion service-account credential | +| `q` | string | No | Documented Oracle q filter, up to 2,048 characters | +| `finder` | string | No | Documented Oracle finder and bind parameters, up to 2,048 characters | +| `orderBy` | string | No | Oracle attribute names with optional :asc or :desc, up to 1,024 characters | +| `limit` | number | No | Records in this page \(1-100; default 50\) | +| `offset` | number | No | Non-negative safe integer offset; default 0 | +| `totalResults` | boolean | No | Request the estimated total matching record count | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `count` | number | Number of records in this page | +| `hasMore` | boolean | Whether Oracle reports another page | +| `limit` | number | Page size returned by Oracle | +| `offset` | number | Offset returned by Oracle | +| `totalResults` | number | Estimated matching total when Oracle provides it | +| `nextOffset` | number | Offset for the next request, present only when hasMore is true | +| `items` | array | One bounded page of Oracle Sales records | +| ↳ `PartyId` | string | Party Id as a decimal string | +| ↳ `PartyNumber` | string | Party Number | +| ↳ `ContactName` | string | Contact Name | +| ↳ `FirstName` | string | First Name | +| ↳ `LastName` | string | Last Name | +| ↳ `EmailAddress` | string | Email Address | +| ↳ `AccountPartyId` | string | Account Party Id as a decimal string | +| ↳ `AccountPartyNumber` | string | Account Party Number | +| ↳ `AccountName` | string | Account Name | +| ↳ `OwnerPartyId` | string | Owner Party Id as a decimal string | +| ↳ `OwnerName` | string | Owner Name | +| ↳ `JobTitle` | string | Job Title | +| ↳ `Department` | string | Department | +| ↳ `WorkPhoneNumber` | string | Work Phone Number | +| ↳ `MobileNumber` | string | Mobile Number | +| ↳ `DoNotEmailFlag` | boolean | Do Not Email Flag | +| ↳ `DoNotCallFlag` | boolean | Do Not Call Flag | +| ↳ `CreationDate` | string | Creation Date | +| ↳ `LastUpdateDate` | string | Last Update Date | + +### Oracle Fusion Sales List leads + +List one bounded page of leads from Oracle Fusion Sales. Use q, finder, and pagination to control the result. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle Fusion service-account credential | +| `q` | string | No | Documented Oracle q filter, up to 2,048 characters | +| `finder` | string | No | Documented Oracle finder and bind parameters, up to 2,048 characters | +| `orderBy` | string | No | Oracle attribute names with optional :asc or :desc, up to 1,024 characters | +| `limit` | number | No | Records in this page \(1-100; default 50\) | +| `offset` | number | No | Non-negative safe integer offset; default 0 | +| `totalResults` | boolean | No | Request the estimated total matching record count | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `count` | number | Number of records in this page | +| `hasMore` | boolean | Whether Oracle reports another page | +| `limit` | number | Page size returned by Oracle | +| `offset` | number | Offset returned by Oracle | +| `totalResults` | number | Estimated matching total when Oracle provides it | +| `nextOffset` | number | Offset for the next request, present only when hasMore is true | +| `items` | array | One bounded page of Oracle Sales records | +| ↳ `resourceKey` | string | Opaque resource key from Oracle self link | +| ↳ `LeadId` | string | Lead Id as a decimal string | +| ↳ `LeadNumber` | string | Lead Number | +| ↳ `Name` | string | Name | +| ↳ `Description` | string | Description | +| ↳ `CustomerId` | string | Customer Id as a decimal string | +| ↳ `CustomerPartyName` | string | Customer Party Name | +| ↳ `OwnerId` | string | Owner Id as a decimal string | +| ↳ `OwnerPartyName` | string | Owner Party Name | +| ↳ `PrimaryContactId` | string | Primary Contact Id as a decimal string | +| ↳ `PrimaryContactPartyName` | string | Primary Contact Party Name | +| ↳ `StatusCode` | string | Status Code | +| ↳ `Rank` | string | Rank | +| ↳ `SourceCode` | string | Source Code | +| ↳ `BudgetAmount` | json | Budget Amount \(JSON number or exact numeric string under REST framework 9\) | +| ↳ `BudgetCurrencyCode` | string | Budget Currency Code | +| ↳ `DealAmount` | json | Deal Amount \(JSON number or exact numeric string under REST framework 9\) | +| ↳ `CurrencyCode` | string | Currency Code | +| ↳ `EstimatedCloseDate` | string | Estimated Close Date | +| ↳ `LeadAcceptedFlag` | boolean | Lead Accepted Flag | +| ↳ `EligibleForConversionFlag` | boolean | Eligible For Conversion Flag | +| ↳ `LeadCreationDate` | string | Lead Creation Date | +| ↳ `LeadLastUpdateDate` | string | Lead Last Update Date | + +### Oracle Fusion Sales List opportunities + +List one bounded page of opportunities from Oracle Fusion Sales. Use q, finder, and pagination to control the result. Oracle defaults may restrict results to open opportunities owned by the current user and the configured close period; use MyOpportunitiesFinder to change that scope. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle Fusion service-account credential | +| `q` | string | No | Documented Oracle q filter, up to 2,048 characters | +| `finder` | string | No | Documented Oracle finder and bind parameters, up to 2,048 characters | +| `orderBy` | string | No | Oracle attribute names with optional :asc or :desc, up to 1,024 characters | +| `limit` | number | No | Records in this page \(1-100; default 50\) | +| `offset` | number | No | Non-negative safe integer offset; default 0 | +| `totalResults` | boolean | No | Request the estimated total matching record count | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `count` | number | Number of records in this page | +| `hasMore` | boolean | Whether Oracle reports another page | +| `limit` | number | Page size returned by Oracle | +| `offset` | number | Offset returned by Oracle | +| `totalResults` | number | Estimated matching total when Oracle provides it | +| `nextOffset` | number | Offset for the next request, present only when hasMore is true | +| `items` | array | One bounded page of Oracle Sales records | +| ↳ `OptyId` | string | Opty Id as a decimal string | +| ↳ `OptyNumber` | string | Opty Number | +| ↳ `Name` | string | Name | +| ↳ `Description` | string | Description | +| ↳ `TargetPartyId` | string | Target Party Id as a decimal string | +| ↳ `TargetPartyName` | string | Target Party Name | +| ↳ `OwnerResourcePartyId` | string | Owner Resource Party Id as a decimal string | +| ↳ `OwnerPartyNumber` | string | Owner Party Number | +| ↳ `KeyContactId` | string | Key Contact Id as a decimal string | +| ↳ `CurrencyCode` | string | Currency Code | +| ↳ `PrimaryOrganizationId` | string | Primary Organization Id as a decimal string | +| ↳ `SalesMethodId` | string | Sales Method Id as a decimal string | +| ↳ `SalesMethod` | string | Sales Method | +| ↳ `SalesStageId` | string | Sales Stage Id as a decimal string | +| ↳ `SalesStage` | string | Sales Stage | +| ↳ `StatusCode` | string | Status Code | +| ↳ `ReasonWonLostCode` | string | Reason Won Lost Code | +| ↳ `EffectiveDate` | string | Effective Date | +| ↳ `Revenue` | json | Revenue \(JSON number or exact numeric string under REST framework 9\) | +| ↳ `WinProb` | number | Win Prob | +| ↳ `OptyCreationDate` | string | Opty Creation Date | +| ↳ `OptyLastUpdateDate` | string | Opty Last Update Date | + +### Oracle Fusion Sales List opportunity contacts + +List one bounded page of opportunity contacts from Oracle Fusion Sales. Use q, finder, and pagination to control the result. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle Fusion service-account credential | +| `opportunityNumber` | string | Yes | Parent Oracle public number, not its numeric ID | +| `q` | string | No | Documented Oracle q filter, up to 2,048 characters | +| `finder` | string | No | Documented Oracle finder and bind parameters, up to 2,048 characters | +| `orderBy` | string | No | Oracle attribute names with optional :asc or :desc, up to 1,024 characters | +| `limit` | number | No | Records in this page \(1-100; default 50\) | +| `offset` | number | No | Non-negative safe integer offset; default 0 | +| `totalResults` | boolean | No | Request the estimated total matching record count | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `count` | number | Number of records in this page | +| `hasMore` | boolean | Whether Oracle reports another page | +| `limit` | number | Page size returned by Oracle | +| `offset` | number | Offset returned by Oracle | +| `totalResults` | number | Estimated matching total when Oracle provides it | +| `nextOffset` | number | Offset for the next request, present only when hasMore is true | +| `items` | array | One bounded page of Oracle Sales records | +| ↳ `OptyConId` | string | Opty Con Id as a decimal string | +| ↳ `OptyId` | string | Opty Id as a decimal string | +| ↳ `OptyNumber` | string | Opty Number | +| ↳ `PERPartyId` | string | PERParty Id as a decimal string | +| ↳ `ContactFirstName` | string | Contact First Name | +| ↳ `ContactLastName` | string | Contact Last Name | +| ↳ `PrimaryFlg` | string | Primary Flg | +| ↳ `RoleCd` | string | Role Cd | +| ↳ `InfluenceLvlCd` | string | Influence Lvl Cd | +| ↳ `AffinityLvlCd` | string | Affinity Lvl Cd | +| ↳ `ContactedFlg` | string | Contacted Flg | +| ↳ `Comments` | string | Comments | +| ↳ `RelationshipId` | string | Relationship Id as a decimal string | + +### Oracle Fusion Sales List opportunity revenue + +List one bounded page of opportunity revenue from Oracle Fusion Sales. Use q, finder, and pagination to control the result. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle Fusion service-account credential | +| `opportunityNumber` | string | Yes | Parent Oracle public number, not its numeric ID | +| `q` | string | No | Documented Oracle q filter, up to 2,048 characters | +| `finder` | string | No | Documented Oracle finder and bind parameters, up to 2,048 characters | +| `orderBy` | string | No | Oracle attribute names with optional :asc or :desc, up to 1,024 characters | +| `limit` | number | No | Records in this page \(1-100; default 50\) | +| `offset` | number | No | Non-negative safe integer offset; default 0 | +| `totalResults` | boolean | No | Request the estimated total matching record count | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `count` | number | Number of records in this page | +| `hasMore` | boolean | Whether Oracle reports another page | +| `limit` | number | Page size returned by Oracle | +| `offset` | number | Offset returned by Oracle | +| `totalResults` | number | Estimated matching total when Oracle provides it | +| `nextOffset` | number | Offset for the next request, present only when hasMore is true | +| `items` | array | One bounded page of Oracle Sales records | +| ↳ `resourceKey` | string | Opaque resource key from Oracle self link | +| ↳ `RevnId` | string | Revn Id as a decimal string | +| ↳ `RevnNumber` | string | Revn Number | +| ↳ `OptyId` | string | Opty Id as a decimal string | +| ↳ `OptyNumber` | string | Opty Number | +| ↳ `ProdGroupId` | string | Prod Group Id as a decimal string | +| ↳ `ProdGroupName` | string | Prod Group Name | +| ↳ `InventoryItemId` | string | Inventory Item Id as a decimal string | +| ↳ `InventoryOrgId` | string | Inventory Org Id as a decimal string | +| ↳ `Quantity` | json | Quantity \(JSON number or exact numeric string under REST framework 9\) | +| ↳ `UnitPrice` | json | Unit Price \(JSON number or exact numeric string under REST framework 9\) | +| ↳ `RevnAmount` | json | Revn Amount \(JSON number or exact numeric string under REST framework 9\) | +| ↳ `RevnAmountCurcyCode` | string | Revn Amount Curcy Code | +| ↳ `ResourcePartyId` | string | Resource Party Id as a decimal string | +| ↳ `EffectiveDate` | string | Effective Date | +| ↳ `StatusCode` | string | Status Code | +| ↳ `WinProb` | number | Win Prob | +| ↳ `Description` | string | Description | +| ↳ `RevnCreationDate` | string | Revn Creation Date | +| ↳ `RevnLastUpdateDate` | string | Revn Last Update Date | + +### Oracle Fusion Sales List opportunity team + +List one bounded page of opportunity team from Oracle Fusion Sales. Use q, finder, and pagination to control the result. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle Fusion service-account credential | +| `opportunityNumber` | string | Yes | Parent Oracle public number, not its numeric ID | +| `q` | string | No | Documented Oracle q filter, up to 2,048 characters | +| `finder` | string | No | Documented Oracle finder and bind parameters, up to 2,048 characters | +| `orderBy` | string | No | Oracle attribute names with optional :asc or :desc, up to 1,024 characters | +| `limit` | number | No | Records in this page \(1-100; default 50\) | +| `offset` | number | No | Non-negative safe integer offset; default 0 | +| `totalResults` | boolean | No | Request the estimated total matching record count | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `count` | number | Number of records in this page | +| `hasMore` | boolean | Whether Oracle reports another page | +| `limit` | number | Page size returned by Oracle | +| `offset` | number | Offset returned by Oracle | +| `totalResults` | number | Estimated matching total when Oracle provides it | +| `nextOffset` | number | Offset for the next request, present only when hasMore is true | +| `items` | array | One bounded page of Oracle Sales records | +| ↳ `resourceKey` | string | Opaque resource key from Oracle self link | +| ↳ `OptyResourceId` | string | Opty Resource Id as a decimal string | +| ↳ `OptyResourceNumber` | string | Opty Resource Number | +| ↳ `OptyId` | string | Opty Id as a decimal string | +| ↳ `OptyNumber` | string | Opty Number | +| ↳ `ResourceId` | string | Resource Id as a decimal string | +| ↳ `PartyName` | string | Party Name | +| ↳ `EmailAddress` | string | Email Address | +| ↳ `AccessLevelCode` | string | Access Level Code | +| ↳ `MemberFunctionCode` | string | Member Function Code | +| ↳ `LockAssignmentFlag` | boolean | Lock Assignment Flag | +| ↳ `OwnerFlag` | boolean | Owner Flag | + +### Oracle Fusion Sales List sales resources + +List one bounded page of sales resources from Oracle Fusion Sales. Use q, finder, and pagination to control the result. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle Fusion service-account credential | +| `q` | string | No | Documented Oracle q filter, up to 2,048 characters | +| `finder` | string | No | Documented Oracle finder and bind parameters, up to 2,048 characters | +| `orderBy` | string | No | Oracle attribute names with optional :asc or :desc, up to 1,024 characters | +| `limit` | number | No | Records in this page \(1-100; default 50\) | +| `offset` | number | No | Non-negative safe integer offset; default 0 | +| `totalResults` | boolean | No | Request the estimated total matching record count | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `count` | number | Number of records in this page | +| `hasMore` | boolean | Whether Oracle reports another page | +| `limit` | number | Page size returned by Oracle | +| `offset` | number | Offset returned by Oracle | +| `totalResults` | number | Estimated matching total when Oracle provides it | +| `nextOffset` | number | Offset for the next request, present only when hasMore is true | +| `items` | array | One bounded page of Oracle Sales records | +| ↳ `PartyId` | string | Party Id as a decimal string | +| ↳ `PartyNumber` | string | Party Number | +| ↳ `PartyName` | string | Party Name | +| ↳ `PersonFirstName` | string | Person First Name | +| ↳ `PersonLastName` | string | Person Last Name | +| ↳ `EmailAddress` | string | Email Address | +| ↳ `Username` | string | Username | +| ↳ `ResourceProfileId` | string | Resource Profile Id as a decimal string | +| ↳ `ResourceOrgRoleCode` | string | Resource Org Role Code | +| ↳ `ResourceOrgRoleName` | string | Resource Org Role Name | +| ↳ `StartDateActive` | string | Start Date Active | +| ↳ `EndDateActive` | string | End Date Active | +| ↳ `Manager` | string | Manager | +| ↳ `PrimaryOrganization` | string | Primary Organization | + +### Oracle Fusion Sales Reject lead + +Reject lead using the Oracle rejectLead action. Returns the Oracle result string, not a record. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle Fusion service-account credential | +| `leadId` | string | Yes | Numeric LeadId as an exact decimal string, not the opaque resource key | +| `reason` | string | No | Tenant-configured lead rejection reason code | +| `comments` | string | No | Lead rejection comments | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `result` | string | Oracle action result; inspect this status rather than assuming business success | + +### Oracle Fusion Sales Remove activity assignee + +Remove activity assignee in Oracle Fusion Sales. Oracle returns no response body. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle Fusion service-account credential | +| `activityNumber` | string | Yes | Parent Oracle public number, not its numeric ID | +| `assigneeKey` | string | Yes | Opaque resourceKey returned by the corresponding list tool; never construct it from an ID | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `deleted` | boolean | Oracle completed the delete request | + +### Oracle Fusion Sales Remove activity contact + +Remove activity contact in Oracle Fusion Sales. Oracle returns no response body. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle Fusion service-account credential | +| `activityNumber` | string | Yes | Parent Oracle public number, not its numeric ID | +| `activityContactKey` | string | Yes | Opaque resourceKey returned by the corresponding list tool; never construct it from an ID | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `deleted` | boolean | Oracle completed the delete request | + +### Oracle Fusion Sales Remove opportunity contact + +Remove opportunity contact in Oracle Fusion Sales. Oracle returns no response body. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle Fusion service-account credential | +| `opportunityNumber` | string | Yes | Parent Oracle public number, not its numeric ID | +| `opportunityContactId` | string | Yes | Oracle OptyConId returned by the corresponding list tool; preserve as a string | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `deleted` | boolean | Oracle completed the delete request | + +### Oracle Fusion Sales Remove opportunity team member + +Remove opportunity team member in Oracle Fusion Sales. Oracle returns no response body. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle Fusion service-account credential | +| `opportunityNumber` | string | Yes | Parent Oracle public number, not its numeric ID | +| `teamMemberKey` | string | Yes | Opaque resourceKey returned by the corresponding list tool; never construct it from an ID | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `deleted` | boolean | Oracle completed the delete request | + +### Oracle Fusion Sales Update account + +Update account in Oracle Fusion Sales using documented CRM REST fields. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle Fusion service-account credential | +| `accountNumber` | string | Yes | Oracle PartyNumber returned by the corresponding list tool; preserve as a string | +| `organizationName` | string | No | OrganizationName | +| `accountType` | string | No | Type; null clears this field | +| `description` | string | No | Description; null clears this field | +| `emailAddress` | string | No | EmailAddress; null clears this field | +| `website` | string | No | URL; null clears this field | +| `phoneNumber` | string | No | PhoneNumber; null clears this field | +| `phoneCountryCode` | string | No | PhoneCountryCode; null clears this field | +| `phoneAreaCode` | string | No | PhoneAreaCode; null clears this field | +| `ownerId` | string | No | OwnerPartyId as an exact decimal string; null clears this field | +| `parentAccountId` | string | No | ParentAccountPartyId as an exact decimal string; null clears this field | +| `contactId` | string | No | PrimaryContactPartyId as an exact decimal string; null clears this field | +| `addressLine1` | string | No | AddressLine1; null clears this field | +| `addressLine2` | string | No | AddressLine2; null clears this field | +| `city` | string | No | City; null clears this field | +| `state` | string | No | State; null clears this field | +| `postalCode` | string | No | PostalCode; null clears this field | +| `country` | string | No | Country | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `record` | json | Documented Oracle Sales record fields | +| ↳ `PartyId` | string | Party Id as a decimal string | +| ↳ `PartyNumber` | string | Party Number | +| ↳ `OrganizationName` | string | Organization Name | +| ↳ `Type` | string | Type | +| ↳ `Description` | string | Description | +| ↳ `EmailAddress` | string | Email Address | +| ↳ `URL` | string | URL | +| ↳ `PhoneNumber` | string | Phone Number | +| ↳ `OwnerPartyId` | string | Owner Party Id as a decimal string | +| ↳ `OwnerName` | string | Owner Name | +| ↳ `ParentAccountPartyId` | string | Parent Account Party Id as a decimal string | +| ↳ `PrimaryContactPartyId` | string | Primary Contact Party Id as a decimal string | +| ↳ `AddressLine1` | string | Address Line1 | +| ↳ `AddressLine2` | string | Address Line2 | +| ↳ `City` | string | City | +| ↳ `State` | string | State | +| ↳ `PostalCode` | string | Postal Code | +| ↳ `Country` | string | Country | +| ↳ `SalesProfileStatus` | string | Sales Profile Status | +| ↳ `CreationDate` | string | Creation Date | +| ↳ `LastUpdateDate` | string | Last Update Date | + +### Oracle Fusion Sales Update activity + +Update activity in Oracle Fusion Sales using documented CRM REST fields. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle Fusion service-account credential | +| `activityNumber` | string | Yes | Oracle ActivityNumber returned by the corresponding list tool; preserve as a string | +| `subject` | string | No | Subject | +| `description` | string | No | ActivityDescription as plain text \(CLOB representation in REST framework 9\); null clears this field | +| `meetingMinutes` | string | No | ActivityMtgMinutes as plain text \(CLOB representation in REST framework 9\); null clears this field | +| `startDateTime` | string | No | ActivityStartDate \(ISO 8601 date-time with timezone\); null clears this field | +| `endDateTime` | string | No | ActivityEndDate \(ISO 8601 date-time with timezone\); null clears this field | +| `dueDate` | string | No | DueDate \(YYYY-MM-DD\); null clears this field | +| `ownerId` | string | No | OwnerId as an exact decimal string | +| `accountId` | string | No | AccountId as an exact decimal string; null clears this field | +| `opportunityId` | string | No | OpportunityId as an exact decimal string; null clears this field | +| `leadId` | string | No | LeadId as an exact decimal string; null clears this field | +| `contactId` | string | No | PrimaryContactId as an exact decimal string; null clears this field | +| `activityTypeCode` | string | No | ActivityTypeCode; null clears this field | +| `statusCode` | string | No | StatusCode; null clears this field | +| `priorityCode` | string | No | PriorityCode; null clears this field | +| `location` | string | No | Location; null clears this field | +| `percentageComplete` | number | No | PercentageComplete; null clears this field | +| `allDayFlag` | boolean | No | AllDayFlag; null clears this field | +| `privateFlag` | boolean | No | PrivateFlag; null clears this field | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `record` | json | Documented Oracle Sales record fields | +| ↳ `ActivityId` | string | Activity Id as a decimal string | +| ↳ `ActivityNumber` | string | Activity Number | +| ↳ `Subject` | string | Subject | +| ↳ `ActivityFunctionCode` | string | Activity Function Code | +| ↳ `ActivityPartialDescription` | string | Activity Partial Description | +| ↳ `PartialMtgMinutes` | string | Partial Mtg Minutes | +| ↳ `ActivityStartDate` | string | Activity Start Date | +| ↳ `ActivityEndDate` | string | Activity End Date | +| ↳ `DueDate` | string | Due Date | +| ↳ `OwnerId` | string | Owner Id as a decimal string | +| ↳ `OwnerName` | string | Owner Name | +| ↳ `AccountId` | string | Account Id as a decimal string | +| ↳ `AccountName` | string | Account Name | +| ↳ `OpportunityId` | string | Opportunity Id as a decimal string | +| ↳ `OpportunityNumber` | string | Opportunity Number | +| ↳ `OpportunityName` | string | Opportunity Name | +| ↳ `LeadId` | string | Lead Id as a decimal string | +| ↳ `LeadNumber` | string | Lead Number | +| ↳ `LeadName` | string | Lead Name | +| ↳ `PrimaryContactId` | string | Primary Contact Id as a decimal string | +| ↳ `PrimaryContactName` | string | Primary Contact Name | +| ↳ `ActivityTypeCode` | string | Activity Type Code | +| ↳ `StatusCode` | string | Status Code | +| ↳ `PriorityCode` | string | Priority Code | +| ↳ `Location` | string | Location | +| ↳ `PercentageComplete` | json | Percentage Complete \(JSON number or exact numeric string under REST framework 9\) | +| ↳ `AllDayFlag` | boolean | All Day Flag | +| ↳ `PrivateFlag` | boolean | Private Flag | +| ↳ `ActivityCreationDate` | string | Activity Creation Date | +| ↳ `ActivityUpdateDate` | string | Activity Update Date | + +### Oracle Fusion Sales Update contact + +Update contact in Oracle Fusion Sales using documented CRM REST fields. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle Fusion service-account credential | +| `contactNumber` | string | Yes | Oracle PartyNumber returned by the corresponding list tool; preserve as a string | +| `firstName` | string | No | FirstName; null clears this field | +| `lastName` | string | No | LastName; null clears this field | +| `emailAddress` | string | No | EmailAddress; null clears this field | +| `accountId` | string | No | AccountPartyId as an exact decimal string; null clears this field | +| `ownerId` | string | No | OwnerPartyId as an exact decimal string; null clears this field | +| `jobTitle` | string | No | JobTitle; null clears this field | +| `department` | string | No | Department; null clears this field | +| `workPhoneNumber` | string | No | WorkPhoneNumber; null clears this field | +| `mobileNumber` | string | No | MobileNumber; null clears this field | +| `addressLine1` | string | No | AddressLine1; null clears this field | +| `city` | string | No | City; null clears this field | +| `state` | string | No | State; null clears this field | +| `postalCode` | string | No | PostalCode; null clears this field | +| `country` | string | No | Country | +| `doNotEmailFlag` | boolean | No | DoNotEmailFlag; null clears this field | +| `doNotCallFlag` | boolean | No | DoNotCallFlag; null clears this field | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `record` | json | Documented Oracle Sales record fields | +| ↳ `PartyId` | string | Party Id as a decimal string | +| ↳ `PartyNumber` | string | Party Number | +| ↳ `ContactName` | string | Contact Name | +| ↳ `FirstName` | string | First Name | +| ↳ `LastName` | string | Last Name | +| ↳ `EmailAddress` | string | Email Address | +| ↳ `AccountPartyId` | string | Account Party Id as a decimal string | +| ↳ `AccountPartyNumber` | string | Account Party Number | +| ↳ `AccountName` | string | Account Name | +| ↳ `OwnerPartyId` | string | Owner Party Id as a decimal string | +| ↳ `OwnerName` | string | Owner Name | +| ↳ `JobTitle` | string | Job Title | +| ↳ `Department` | string | Department | +| ↳ `WorkPhoneNumber` | string | Work Phone Number | +| ↳ `MobileNumber` | string | Mobile Number | +| ↳ `DoNotEmailFlag` | boolean | Do Not Email Flag | +| ↳ `DoNotCallFlag` | boolean | Do Not Call Flag | +| ↳ `CreationDate` | string | Creation Date | +| ↳ `LastUpdateDate` | string | Last Update Date | + +### Oracle Fusion Sales Update lead + +Update lead in Oracle Fusion Sales using documented CRM REST fields. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle Fusion service-account credential | +| `leadKey` | string | Yes | Opaque resourceKey returned by the corresponding list tool; never construct it from an ID | +| `name` | string | No | Name | +| `description` | string | No | Description; null clears this field | +| `accountId` | string | No | CustomerId as an exact decimal string; null clears this field | +| `ownerId` | string | No | OwnerId as an exact decimal string; null clears this field | +| `contactId` | string | No | PrimaryContactId as an exact decimal string; null clears this field | +| `statusCode` | string | No | StatusCode; null clears this field | +| `rank` | string | No | Rank; null clears this field | +| `sourceCode` | string | No | SourceCode; null clears this field | +| `budgetAmount` | number | No | BudgetAmount; null clears this field | +| `budgetCurrencyCode` | string | No | BudgetCurrencyCode; null clears this field | +| `dealAmount` | number | No | DealAmount; null clears this field | +| `currencyCode` | string | No | CurrencyCode; null clears this field | +| `estimatedCloseDate` | string | No | EstimatedCloseDate \(YYYY-MM-DD\); null clears this field | +| `customerNeed` | string | No | CustomerNeed; null clears this field | +| `contactFirstName` | string | No | PrimaryContactPersonFirstName; null clears this field | +| `contactLastName` | string | No | PrimaryContactPersonLastName; null clears this field | +| `contactEmail` | string | No | PrimaryContactEmailAddress; null clears this field | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `record` | json | Documented Oracle Sales record fields | +| ↳ `resourceKey` | string | Opaque resource key from Oracle self link | +| ↳ `LeadId` | string | Lead Id as a decimal string | +| ↳ `LeadNumber` | string | Lead Number | +| ↳ `Name` | string | Name | +| ↳ `Description` | string | Description | +| ↳ `CustomerId` | string | Customer Id as a decimal string | +| ↳ `CustomerPartyName` | string | Customer Party Name | +| ↳ `OwnerId` | string | Owner Id as a decimal string | +| ↳ `OwnerPartyName` | string | Owner Party Name | +| ↳ `PrimaryContactId` | string | Primary Contact Id as a decimal string | +| ↳ `PrimaryContactPartyName` | string | Primary Contact Party Name | +| ↳ `StatusCode` | string | Status Code | +| ↳ `Rank` | string | Rank | +| ↳ `SourceCode` | string | Source Code | +| ↳ `BudgetAmount` | json | Budget Amount \(JSON number or exact numeric string under REST framework 9\) | +| ↳ `BudgetCurrencyCode` | string | Budget Currency Code | +| ↳ `DealAmount` | json | Deal Amount \(JSON number or exact numeric string under REST framework 9\) | +| ↳ `CurrencyCode` | string | Currency Code | +| ↳ `EstimatedCloseDate` | string | Estimated Close Date | +| ↳ `LeadAcceptedFlag` | boolean | Lead Accepted Flag | +| ↳ `EligibleForConversionFlag` | boolean | Eligible For Conversion Flag | +| ↳ `LeadCreationDate` | string | Lead Creation Date | +| ↳ `LeadLastUpdateDate` | string | Lead Last Update Date | + +### Oracle Fusion Sales Update opportunity + +Update opportunity in Oracle Fusion Sales using documented CRM REST fields. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle Fusion service-account credential | +| `opportunityNumber` | string | Yes | Oracle OptyNumber returned by the corresponding list tool; preserve as a string | +| `name` | string | No | Name | +| `description` | string | No | Description; null clears this field | +| `accountId` | string | No | TargetPartyId as an exact decimal string; null clears this field | +| `ownerId` | string | No | OwnerResourcePartyId as an exact decimal string | +| `contactId` | string | No | KeyContactId as an exact decimal string; null clears this field | +| `currencyCode` | string | No | CurrencyCode | +| `businessUnitId` | string | No | PrimaryOrganizationId as an exact decimal string | +| `salesMethodId` | string | No | SalesMethodId as an exact decimal string; null clears this field | +| `salesStageId` | string | No | SalesStageId as an exact decimal string; null clears this field | +| `statusCode` | string | No | StatusCode; null clears this field | +| `reasonWonLostCode` | string | No | ReasonWonLostCode; null clears this field | +| `closeDate` | string | No | EffectiveDate \(YYYY-MM-DD\); null clears this field | +| `revenue` | number | No | Revenue; null clears this field | +| `winProbability` | number | No | WinProb; null clears this field | +| `comments` | string | No | Comments; null clears this field | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `record` | json | Documented Oracle Sales record fields | +| ↳ `OptyId` | string | Opty Id as a decimal string | +| ↳ `OptyNumber` | string | Opty Number | +| ↳ `Name` | string | Name | +| ↳ `Description` | string | Description | +| ↳ `TargetPartyId` | string | Target Party Id as a decimal string | +| ↳ `TargetPartyName` | string | Target Party Name | +| ↳ `OwnerResourcePartyId` | string | Owner Resource Party Id as a decimal string | +| ↳ `OwnerPartyNumber` | string | Owner Party Number | +| ↳ `KeyContactId` | string | Key Contact Id as a decimal string | +| ↳ `CurrencyCode` | string | Currency Code | +| ↳ `PrimaryOrganizationId` | string | Primary Organization Id as a decimal string | +| ↳ `SalesMethodId` | string | Sales Method Id as a decimal string | +| ↳ `SalesMethod` | string | Sales Method | +| ↳ `SalesStageId` | string | Sales Stage Id as a decimal string | +| ↳ `SalesStage` | string | Sales Stage | +| ↳ `StatusCode` | string | Status Code | +| ↳ `ReasonWonLostCode` | string | Reason Won Lost Code | +| ↳ `EffectiveDate` | string | Effective Date | +| ↳ `Revenue` | json | Revenue \(JSON number or exact numeric string under REST framework 9\) | +| ↳ `WinProb` | number | Win Prob | +| ↳ `OptyCreationDate` | string | Opty Creation Date | +| ↳ `OptyLastUpdateDate` | string | Opty Last Update Date | + +### Oracle Fusion Sales Update opportunity contact + +Update opportunity contact in Oracle Fusion Sales using documented CRM REST fields. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle Fusion service-account credential | +| `opportunityNumber` | string | Yes | Parent Oracle public number, not its numeric ID | +| `opportunityContactId` | string | Yes | Oracle OptyConId returned by the corresponding list tool; preserve as a string | +| `contactId` | string | No | PERPartyId as an exact decimal string | +| `primaryFlag` | string | No | PrimaryFlg; null clears this field | +| `roleCode` | string | No | RoleCd; null clears this field | +| `influenceCode` | string | No | InfluenceLvlCd; null clears this field | +| `affinityCode` | string | No | AffinityLvlCd; null clears this field | +| `contactedFlag` | string | No | ContactedFlg; null clears this field | +| `comments` | string | No | Comments; null clears this field | +| `relationshipId` | string | No | RelationshipId as an exact decimal string; null clears this field | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `record` | json | Documented Oracle Sales record fields | +| ↳ `OptyConId` | string | Opty Con Id as a decimal string | +| ↳ `OptyId` | string | Opty Id as a decimal string | +| ↳ `OptyNumber` | string | Opty Number | +| ↳ `PERPartyId` | string | PERParty Id as a decimal string | +| ↳ `ContactFirstName` | string | Contact First Name | +| ↳ `ContactLastName` | string | Contact Last Name | +| ↳ `PrimaryFlg` | string | Primary Flg | +| ↳ `RoleCd` | string | Role Cd | +| ↳ `InfluenceLvlCd` | string | Influence Lvl Cd | +| ↳ `AffinityLvlCd` | string | Affinity Lvl Cd | +| ↳ `ContactedFlg` | string | Contacted Flg | +| ↳ `Comments` | string | Comments | +| ↳ `RelationshipId` | string | Relationship Id as a decimal string | + +### Oracle Fusion Sales Update opportunity revenue + +Update opportunity revenue in Oracle Fusion Sales using documented CRM REST fields. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle Fusion service-account credential | +| `opportunityNumber` | string | Yes | Parent Oracle public number, not its numeric ID | +| `revenueKey` | string | Yes | Opaque resourceKey returned by the corresponding list tool; never construct it from an ID | +| `productGroupId` | string | No | ProdGroupId as an exact decimal string; null clears this field | +| `inventoryItemId` | string | No | InventoryItemId as an exact decimal string; null clears this field | +| `inventoryOrganizationId` | string | No | InventoryOrgId as an exact decimal string; null clears this field | +| `quantity` | number | No | Quantity; null clears this field | +| `unitPrice` | number | No | UnitPrice; null clears this field | +| `revenue` | number | No | RevnAmount; null clears this field | +| `currencyCode` | string | No | RevnAmountCurcyCode | +| `ownerId` | string | No | ResourcePartyId as an exact decimal string; null clears this field | +| `closeDate` | string | No | EffectiveDate \(YYYY-MM-DD\); null clears this field | +| `statusCode` | string | No | StatusCode; null clears this field | +| `winProbability` | number | No | WinProb; null clears this field | +| `description` | string | No | Description; null clears this field | +| `comments` | string | No | Comments; null clears this field | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `record` | json | Documented Oracle Sales record fields | +| ↳ `resourceKey` | string | Opaque resource key from Oracle self link | +| ↳ `RevnId` | string | Revn Id as a decimal string | +| ↳ `RevnNumber` | string | Revn Number | +| ↳ `OptyId` | string | Opty Id as a decimal string | +| ↳ `OptyNumber` | string | Opty Number | +| ↳ `ProdGroupId` | string | Prod Group Id as a decimal string | +| ↳ `ProdGroupName` | string | Prod Group Name | +| ↳ `InventoryItemId` | string | Inventory Item Id as a decimal string | +| ↳ `InventoryOrgId` | string | Inventory Org Id as a decimal string | +| ↳ `Quantity` | json | Quantity \(JSON number or exact numeric string under REST framework 9\) | +| ↳ `UnitPrice` | json | Unit Price \(JSON number or exact numeric string under REST framework 9\) | +| ↳ `RevnAmount` | json | Revn Amount \(JSON number or exact numeric string under REST framework 9\) | +| ↳ `RevnAmountCurcyCode` | string | Revn Amount Curcy Code | +| ↳ `ResourcePartyId` | string | Resource Party Id as a decimal string | +| ↳ `EffectiveDate` | string | Effective Date | +| ↳ `StatusCode` | string | Status Code | +| ↳ `WinProb` | number | Win Prob | +| ↳ `Description` | string | Description | +| ↳ `RevnCreationDate` | string | Revn Creation Date | +| ↳ `RevnLastUpdateDate` | string | Revn Last Update Date | + +### Oracle Fusion Sales Update opportunity team member + +Update opportunity team member in Oracle Fusion Sales using documented CRM REST fields. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `oauthCredential` | string | Yes | Oracle Fusion service-account credential | +| `opportunityNumber` | string | Yes | Parent Oracle public number, not its numeric ID | +| `teamMemberKey` | string | Yes | Opaque resourceKey returned by the corresponding list tool; never construct it from an ID | +| `accessLevelCode` | string | No | AccessLevelCode; null clears this field | +| `memberFunctionCode` | string | No | MemberFunctionCode; null clears this field | +| `lockAssignmentFlag` | boolean | No | LockAssignmentFlag; null clears this field | +| `ownerFlag` | boolean | No | OwnerFlag; null clears this field | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `record` | json | Documented Oracle Sales record fields | +| ↳ `resourceKey` | string | Opaque resource key from Oracle self link | +| ↳ `OptyResourceId` | string | Opty Resource Id as a decimal string | +| ↳ `OptyResourceNumber` | string | Opty Resource Number | +| ↳ `OptyId` | string | Opty Id as a decimal string | +| ↳ `OptyNumber` | string | Opty Number | +| ↳ `ResourceId` | string | Resource Id as a decimal string | +| ↳ `PartyName` | string | Party Name | +| ↳ `EmailAddress` | string | Email Address | +| ↳ `AccessLevelCode` | string | Access Level Code | +| ↳ `MemberFunctionCode` | string | Member Function Code | +| ↳ `LockAssignmentFlag` | boolean | Lock Assignment Flag | +| ↳ `OwnerFlag` | boolean | Owner Flag | + + diff --git a/apps/sim/blocks/blocks/oracle_fusion_sales.ts b/apps/sim/blocks/blocks/oracle_fusion_sales.ts new file mode 100644 index 00000000000..f5fa2fd2fe5 --- /dev/null +++ b/apps/sim/blocks/blocks/oracle_fusion_sales.ts @@ -0,0 +1,3352 @@ +import { NetSuiteIcon } from '@/components/icons' +import { getScopesForService } from '@/lib/oauth/utils' +import type { BlockConfig, BlockMeta } from '@/blocks/types' +import { AuthMode, IntegrationType } from '@/blocks/types' +import { + getOracleFusionSalesParams, + ORACLE_FUSION_SALES_OPERATIONS, +} from '@/tools/oracle_fusion_sales/shared' +import type { OracleFusionSalesResponse } from '@/tools/oracle_fusion_sales/types' + +const STATUS_FIELDS: Record = { + lead: 'leadStatusCode', + opportunity: 'opportunityStatusCode', + activity: 'activityStatusCode', + revenue: 'revenueStatusCode', +} + +/** Runs after variable resolution. Never coerce identifiers through Number. */ +function operationParams(params: Record): Record { + const toolId = + typeof params.operation === 'string' ? params.operation : 'oracle_fusion_sales_list_accounts' + const operationName = toolId.slice('oracle_fusion_sales_'.length) + const definition = ORACLE_FUSION_SALES_OPERATIONS[operationName] + if (!definition) return {} + const definitions = getOracleFusionSalesParams(operationName) + const result: Record = {} + for (const [key, field] of Object.entries(definitions)) { + const sourceKey = key === 'statusCode' ? STATUS_FIELDS[definition.entity] : key + const value = params[sourceKey] + // Empty canvas controls are not PATCH clears. Direct tool inputs can explicitly send null. + if (value === undefined || value === null || value === '') continue + if (field.type === 'number') { + result[key] = typeof value === 'string' ? Number(value) : value + } else if (field.type === 'boolean') { + if (value === 'default') continue + result[key] = value === 'true' ? true : value === 'false' ? false : value + } else if (field.type === 'json' && typeof value === 'string') { + try { + result[key] = JSON.parse(value) + } catch { + throw new Error(`${key} must be valid JSON`) + } + } else result[key] = value + } + return result +} + +export const OracleFusionSalesBlock: BlockConfig = { + type: 'oracle_fusion_sales', + name: 'Oracle Fusion Sales', + description: 'Manage sales accounts, contacts, leads, opportunities, activities, and sales teams', + longDescription: + 'Connect an Oracle Fusion service-account credential to the Sales CRM REST API. Work with accounts, contacts, lead qualification and conversion, opportunities, tasks, appointments, call reports, revenue lines, and relationship teams. Lists return one bounded page. Fusion Service, Oracle B2C Service, triggers, and connectors are not included.', + docsLink: 'https://docs.sim.ai/integrations/oracle_fusion_sales', + authMode: AuthMode.ApiKey, + category: 'tools', + integrationType: IntegrationType.Sales, + bgColor: '#FFFFFF', + icon: NetSuiteIcon, + subBlocks: [ + { + id: 'credential', + title: 'Oracle Fusion Account', + type: 'oauth-input', + serviceId: 'oracle_fusion_sales', + credentialKind: 'service-account', + requiredScopes: getScopesForService('oracle_fusion_sales'), + canonicalParamId: 'oauthCredential', + mode: 'basic', + required: true, + placeholder: 'Select Oracle Fusion credential', + }, + { + id: 'manualCredential', + title: 'Oracle Fusion Account', + type: 'short-input', + canonicalParamId: 'oauthCredential', + mode: 'advanced', + required: true, + placeholder: 'Enter credential ID or variable', + }, + { + id: 'operation', + title: 'Operation', + type: 'dropdown', + required: true, + options: [ + { label: 'List accounts', id: 'oracle_fusion_sales_list_accounts' }, + { label: 'Accept lead', id: 'oracle_fusion_sales_accept_lead' }, + { label: 'Add activity assignee', id: 'oracle_fusion_sales_add_activity_assignee' }, + { label: 'Add activity contact', id: 'oracle_fusion_sales_add_activity_contact' }, + { label: 'Add opportunity contact', id: 'oracle_fusion_sales_add_opportunity_contact' }, + { + label: 'Add opportunity team member', + id: 'oracle_fusion_sales_add_opportunity_team_member', + }, + { label: 'Assign account', id: 'oracle_fusion_sales_assign_account' }, + { label: 'Assign lead', id: 'oracle_fusion_sales_assign_lead' }, + { label: 'Assign opportunity', id: 'oracle_fusion_sales_assign_opportunity' }, + { label: 'Convert lead', id: 'oracle_fusion_sales_convert_lead' }, + { label: 'Create account', id: 'oracle_fusion_sales_create_account' }, + { label: 'Create appointment', id: 'oracle_fusion_sales_create_appointment' }, + { label: 'Create call report', id: 'oracle_fusion_sales_create_call_report' }, + { label: 'Create contact', id: 'oracle_fusion_sales_create_contact' }, + { label: 'Create lead', id: 'oracle_fusion_sales_create_lead' }, + { label: 'Create opportunity', id: 'oracle_fusion_sales_create_opportunity' }, + { + label: 'Create opportunity revenue', + id: 'oracle_fusion_sales_create_opportunity_revenue', + }, + { label: 'Create task', id: 'oracle_fusion_sales_create_task' }, + { label: 'Delete account', id: 'oracle_fusion_sales_delete_account' }, + { label: 'Delete activity', id: 'oracle_fusion_sales_delete_activity' }, + { label: 'Delete contact', id: 'oracle_fusion_sales_delete_contact' }, + { label: 'Delete lead', id: 'oracle_fusion_sales_delete_lead' }, + { label: 'Delete opportunity', id: 'oracle_fusion_sales_delete_opportunity' }, + { + label: 'Delete opportunity revenue', + id: 'oracle_fusion_sales_delete_opportunity_revenue', + }, + { label: 'Find duplicate accounts', id: 'oracle_fusion_sales_find_duplicate_accounts' }, + { label: 'Find duplicate contacts', id: 'oracle_fusion_sales_find_duplicate_contacts' }, + { label: 'Get account', id: 'oracle_fusion_sales_get_account' }, + { label: 'Get activity', id: 'oracle_fusion_sales_get_activity' }, + { label: 'Get contact', id: 'oracle_fusion_sales_get_contact' }, + { label: 'Get lead', id: 'oracle_fusion_sales_get_lead' }, + { label: 'Get opportunity', id: 'oracle_fusion_sales_get_opportunity' }, + { label: 'Get sales resource', id: 'oracle_fusion_sales_get_sales_resource' }, + { label: 'List activities', id: 'oracle_fusion_sales_list_activities' }, + { label: 'List activity assignees', id: 'oracle_fusion_sales_list_activity_assignees' }, + { label: 'List activity contacts', id: 'oracle_fusion_sales_list_activity_contacts' }, + { label: 'List contacts', id: 'oracle_fusion_sales_list_contacts' }, + { label: 'List leads', id: 'oracle_fusion_sales_list_leads' }, + { label: 'List opportunities', id: 'oracle_fusion_sales_list_opportunities' }, + { label: 'List opportunity contacts', id: 'oracle_fusion_sales_list_opportunity_contacts' }, + { label: 'List opportunity revenue', id: 'oracle_fusion_sales_list_opportunity_revenue' }, + { label: 'List opportunity team', id: 'oracle_fusion_sales_list_opportunity_team' }, + { label: 'List sales resources', id: 'oracle_fusion_sales_list_sales_resources' }, + { label: 'Reject lead', id: 'oracle_fusion_sales_reject_lead' }, + { label: 'Remove activity assignee', id: 'oracle_fusion_sales_remove_activity_assignee' }, + { label: 'Remove activity contact', id: 'oracle_fusion_sales_remove_activity_contact' }, + { + label: 'Remove opportunity contact', + id: 'oracle_fusion_sales_remove_opportunity_contact', + }, + { + label: 'Remove opportunity team member', + id: 'oracle_fusion_sales_remove_opportunity_team_member', + }, + { label: 'Update account', id: 'oracle_fusion_sales_update_account' }, + { label: 'Update activity', id: 'oracle_fusion_sales_update_activity' }, + { label: 'Update contact', id: 'oracle_fusion_sales_update_contact' }, + { label: 'Update lead', id: 'oracle_fusion_sales_update_lead' }, + { label: 'Update opportunity', id: 'oracle_fusion_sales_update_opportunity' }, + { + label: 'Update opportunity contact', + id: 'oracle_fusion_sales_update_opportunity_contact', + }, + { + label: 'Update opportunity revenue', + id: 'oracle_fusion_sales_update_opportunity_revenue', + }, + { + label: 'Update opportunity team member', + id: 'oracle_fusion_sales_update_opportunity_team_member', + }, + ], + value: () => 'oracle_fusion_sales_list_accounts', + }, + { + id: 'leadIdSelector', + title: 'Lead ID', + type: 'project-selector', + canonicalParamId: 'leadId', + serviceId: 'oracle_fusion_sales', + selectorKey: 'oracleFusionSales.leadIds', + mode: 'basic', + dependsOn: ['oauthCredential'], + placeholder: 'Select lead id', + condition: { + field: 'operation', + value: [ + 'oracle_fusion_sales_accept_lead', + 'oracle_fusion_sales_assign_lead', + 'oracle_fusion_sales_convert_lead', + 'oracle_fusion_sales_create_appointment', + 'oracle_fusion_sales_create_call_report', + 'oracle_fusion_sales_create_task', + 'oracle_fusion_sales_reject_lead', + 'oracle_fusion_sales_update_activity', + ], + }, + required: { + field: 'operation', + value: [ + 'oracle_fusion_sales_accept_lead', + 'oracle_fusion_sales_assign_lead', + 'oracle_fusion_sales_convert_lead', + 'oracle_fusion_sales_reject_lead', + ], + }, + emptyIsValid: true, + }, + { + id: 'leadIdManual', + title: 'Lead ID', + type: 'short-input', + canonicalParamId: 'leadId', + mode: 'advanced', + placeholder: 'Lead Id or variable', + condition: { + field: 'operation', + value: [ + 'oracle_fusion_sales_accept_lead', + 'oracle_fusion_sales_assign_lead', + 'oracle_fusion_sales_convert_lead', + 'oracle_fusion_sales_create_appointment', + 'oracle_fusion_sales_create_call_report', + 'oracle_fusion_sales_create_task', + 'oracle_fusion_sales_reject_lead', + 'oracle_fusion_sales_update_activity', + ], + }, + required: { + field: 'operation', + value: [ + 'oracle_fusion_sales_accept_lead', + 'oracle_fusion_sales_assign_lead', + 'oracle_fusion_sales_convert_lead', + 'oracle_fusion_sales_reject_lead', + ], + }, + }, + { + id: 'activityNumberSelector', + title: 'Activity Number', + type: 'project-selector', + canonicalParamId: 'activityNumber', + serviceId: 'oracle_fusion_sales', + selectorKey: 'oracleFusionSales.activities', + mode: 'basic', + dependsOn: ['oauthCredential'], + placeholder: 'Select activity number', + condition: { + field: 'operation', + value: [ + 'oracle_fusion_sales_add_activity_assignee', + 'oracle_fusion_sales_add_activity_contact', + 'oracle_fusion_sales_delete_activity', + 'oracle_fusion_sales_get_activity', + 'oracle_fusion_sales_list_activity_assignees', + 'oracle_fusion_sales_list_activity_contacts', + 'oracle_fusion_sales_remove_activity_assignee', + 'oracle_fusion_sales_remove_activity_contact', + 'oracle_fusion_sales_update_activity', + ], + }, + required: { + field: 'operation', + value: [ + 'oracle_fusion_sales_add_activity_assignee', + 'oracle_fusion_sales_add_activity_contact', + 'oracle_fusion_sales_delete_activity', + 'oracle_fusion_sales_get_activity', + 'oracle_fusion_sales_list_activity_assignees', + 'oracle_fusion_sales_list_activity_contacts', + 'oracle_fusion_sales_remove_activity_assignee', + 'oracle_fusion_sales_remove_activity_contact', + 'oracle_fusion_sales_update_activity', + ], + }, + emptyIsValid: true, + }, + { + id: 'activityNumberManual', + title: 'Activity Number', + type: 'short-input', + canonicalParamId: 'activityNumber', + mode: 'advanced', + placeholder: 'Activity Number or variable', + condition: { + field: 'operation', + value: [ + 'oracle_fusion_sales_add_activity_assignee', + 'oracle_fusion_sales_add_activity_contact', + 'oracle_fusion_sales_delete_activity', + 'oracle_fusion_sales_get_activity', + 'oracle_fusion_sales_list_activity_assignees', + 'oracle_fusion_sales_list_activity_contacts', + 'oracle_fusion_sales_remove_activity_assignee', + 'oracle_fusion_sales_remove_activity_contact', + 'oracle_fusion_sales_update_activity', + ], + }, + required: { + field: 'operation', + value: [ + 'oracle_fusion_sales_add_activity_assignee', + 'oracle_fusion_sales_add_activity_contact', + 'oracle_fusion_sales_delete_activity', + 'oracle_fusion_sales_get_activity', + 'oracle_fusion_sales_list_activity_assignees', + 'oracle_fusion_sales_list_activity_contacts', + 'oracle_fusion_sales_remove_activity_assignee', + 'oracle_fusion_sales_remove_activity_contact', + 'oracle_fusion_sales_update_activity', + ], + }, + }, + { + id: 'ownerIdSelector', + title: 'Owner ID', + type: 'project-selector', + canonicalParamId: 'ownerId', + serviceId: 'oracle_fusion_sales', + selectorKey: 'oracleFusionSales.owners', + mode: 'basic', + dependsOn: ['oauthCredential'], + placeholder: 'Select owner id', + condition: { + field: 'operation', + value: [ + 'oracle_fusion_sales_add_activity_assignee', + 'oracle_fusion_sales_add_opportunity_team_member', + 'oracle_fusion_sales_create_account', + 'oracle_fusion_sales_create_appointment', + 'oracle_fusion_sales_create_call_report', + 'oracle_fusion_sales_create_contact', + 'oracle_fusion_sales_create_lead', + 'oracle_fusion_sales_create_opportunity', + 'oracle_fusion_sales_create_opportunity_revenue', + 'oracle_fusion_sales_create_task', + 'oracle_fusion_sales_update_account', + 'oracle_fusion_sales_update_activity', + 'oracle_fusion_sales_update_contact', + 'oracle_fusion_sales_update_lead', + 'oracle_fusion_sales_update_opportunity', + 'oracle_fusion_sales_update_opportunity_revenue', + ], + }, + required: { + field: 'operation', + value: [ + 'oracle_fusion_sales_add_activity_assignee', + 'oracle_fusion_sales_add_opportunity_team_member', + ], + }, + emptyIsValid: true, + }, + { + id: 'ownerIdManual', + title: 'Owner ID', + type: 'short-input', + canonicalParamId: 'ownerId', + mode: 'advanced', + placeholder: 'AssigneeId (exact decimal identifier) or variable', + condition: { + field: 'operation', + value: [ + 'oracle_fusion_sales_add_activity_assignee', + 'oracle_fusion_sales_add_opportunity_team_member', + 'oracle_fusion_sales_create_account', + 'oracle_fusion_sales_create_appointment', + 'oracle_fusion_sales_create_call_report', + 'oracle_fusion_sales_create_contact', + 'oracle_fusion_sales_create_lead', + 'oracle_fusion_sales_create_opportunity', + 'oracle_fusion_sales_create_opportunity_revenue', + 'oracle_fusion_sales_create_task', + 'oracle_fusion_sales_update_account', + 'oracle_fusion_sales_update_activity', + 'oracle_fusion_sales_update_contact', + 'oracle_fusion_sales_update_lead', + 'oracle_fusion_sales_update_opportunity', + 'oracle_fusion_sales_update_opportunity_revenue', + ], + }, + required: { + field: 'operation', + value: [ + 'oracle_fusion_sales_add_activity_assignee', + 'oracle_fusion_sales_add_opportunity_team_member', + ], + }, + }, + { + id: 'attendeeFlag', + title: 'Attendee Flag', + type: 'dropdown', + options: [ + { label: 'Oracle default / unchanged', id: 'default' }, + { label: 'Yes', id: 'true' }, + { label: 'No', id: 'false' }, + ], + value: () => 'default', + mode: 'advanced', + condition: { + field: 'operation', + value: [ + 'oracle_fusion_sales_add_activity_assignee', + 'oracle_fusion_sales_add_activity_contact', + ], + }, + required: false, + }, + { + id: 'contactIdSelector', + title: 'Contact ID', + type: 'project-selector', + canonicalParamId: 'contactId', + serviceId: 'oracle_fusion_sales', + selectorKey: 'oracleFusionSales.contactIds', + mode: 'basic', + dependsOn: ['oauthCredential'], + placeholder: 'Select contact id', + condition: { + field: 'operation', + value: [ + 'oracle_fusion_sales_add_activity_contact', + 'oracle_fusion_sales_add_opportunity_contact', + 'oracle_fusion_sales_create_account', + 'oracle_fusion_sales_create_appointment', + 'oracle_fusion_sales_create_call_report', + 'oracle_fusion_sales_create_lead', + 'oracle_fusion_sales_create_opportunity', + 'oracle_fusion_sales_create_task', + 'oracle_fusion_sales_update_account', + 'oracle_fusion_sales_update_activity', + 'oracle_fusion_sales_update_lead', + 'oracle_fusion_sales_update_opportunity', + 'oracle_fusion_sales_update_opportunity_contact', + ], + }, + required: { + field: 'operation', + value: [ + 'oracle_fusion_sales_add_activity_contact', + 'oracle_fusion_sales_add_opportunity_contact', + ], + }, + emptyIsValid: true, + }, + { + id: 'contactIdManual', + title: 'Contact ID', + type: 'short-input', + canonicalParamId: 'contactId', + mode: 'advanced', + placeholder: 'ContactId (exact decimal identifier) or variable', + condition: { + field: 'operation', + value: [ + 'oracle_fusion_sales_add_activity_contact', + 'oracle_fusion_sales_add_opportunity_contact', + 'oracle_fusion_sales_create_account', + 'oracle_fusion_sales_create_appointment', + 'oracle_fusion_sales_create_call_report', + 'oracle_fusion_sales_create_lead', + 'oracle_fusion_sales_create_opportunity', + 'oracle_fusion_sales_create_task', + 'oracle_fusion_sales_update_account', + 'oracle_fusion_sales_update_activity', + 'oracle_fusion_sales_update_lead', + 'oracle_fusion_sales_update_opportunity', + 'oracle_fusion_sales_update_opportunity_contact', + ], + }, + required: { + field: 'operation', + value: [ + 'oracle_fusion_sales_add_activity_contact', + 'oracle_fusion_sales_add_opportunity_contact', + ], + }, + }, + { + id: 'primaryContactFlag', + title: 'Primary Contact Flag', + type: 'dropdown', + options: [ + { label: 'Oracle default / unchanged', id: 'default' }, + { label: 'Yes', id: 'true' }, + { label: 'No', id: 'false' }, + ], + value: () => 'default', + mode: 'advanced', + condition: { + field: 'operation', + value: ['oracle_fusion_sales_add_activity_contact'], + }, + required: false, + }, + { + id: 'opportunityNumberSelector', + title: 'Opportunity Number', + type: 'project-selector', + canonicalParamId: 'opportunityNumber', + serviceId: 'oracle_fusion_sales', + selectorKey: 'oracleFusionSales.opportunities', + mode: 'basic', + dependsOn: ['oauthCredential'], + placeholder: 'Select opportunity number', + condition: { + field: 'operation', + value: [ + 'oracle_fusion_sales_add_opportunity_contact', + 'oracle_fusion_sales_add_opportunity_team_member', + 'oracle_fusion_sales_assign_opportunity', + 'oracle_fusion_sales_create_opportunity_revenue', + 'oracle_fusion_sales_delete_opportunity', + 'oracle_fusion_sales_delete_opportunity_revenue', + 'oracle_fusion_sales_get_opportunity', + 'oracle_fusion_sales_list_opportunity_contacts', + 'oracle_fusion_sales_list_opportunity_revenue', + 'oracle_fusion_sales_list_opportunity_team', + 'oracle_fusion_sales_remove_opportunity_contact', + 'oracle_fusion_sales_remove_opportunity_team_member', + 'oracle_fusion_sales_update_opportunity', + 'oracle_fusion_sales_update_opportunity_contact', + 'oracle_fusion_sales_update_opportunity_revenue', + 'oracle_fusion_sales_update_opportunity_team_member', + ], + }, + required: { + field: 'operation', + value: [ + 'oracle_fusion_sales_add_opportunity_contact', + 'oracle_fusion_sales_add_opportunity_team_member', + 'oracle_fusion_sales_assign_opportunity', + 'oracle_fusion_sales_create_opportunity_revenue', + 'oracle_fusion_sales_delete_opportunity', + 'oracle_fusion_sales_delete_opportunity_revenue', + 'oracle_fusion_sales_get_opportunity', + 'oracle_fusion_sales_list_opportunity_contacts', + 'oracle_fusion_sales_list_opportunity_revenue', + 'oracle_fusion_sales_list_opportunity_team', + 'oracle_fusion_sales_remove_opportunity_contact', + 'oracle_fusion_sales_remove_opportunity_team_member', + 'oracle_fusion_sales_update_opportunity', + 'oracle_fusion_sales_update_opportunity_contact', + 'oracle_fusion_sales_update_opportunity_revenue', + 'oracle_fusion_sales_update_opportunity_team_member', + ], + }, + emptyIsValid: true, + }, + { + id: 'opportunityNumberManual', + title: 'Opportunity Number', + type: 'short-input', + canonicalParamId: 'opportunityNumber', + mode: 'advanced', + placeholder: 'Opportunity Number or variable', + condition: { + field: 'operation', + value: [ + 'oracle_fusion_sales_add_opportunity_contact', + 'oracle_fusion_sales_add_opportunity_team_member', + 'oracle_fusion_sales_assign_opportunity', + 'oracle_fusion_sales_create_opportunity_revenue', + 'oracle_fusion_sales_delete_opportunity', + 'oracle_fusion_sales_delete_opportunity_revenue', + 'oracle_fusion_sales_get_opportunity', + 'oracle_fusion_sales_list_opportunity_contacts', + 'oracle_fusion_sales_list_opportunity_revenue', + 'oracle_fusion_sales_list_opportunity_team', + 'oracle_fusion_sales_remove_opportunity_contact', + 'oracle_fusion_sales_remove_opportunity_team_member', + 'oracle_fusion_sales_update_opportunity', + 'oracle_fusion_sales_update_opportunity_contact', + 'oracle_fusion_sales_update_opportunity_revenue', + 'oracle_fusion_sales_update_opportunity_team_member', + ], + }, + required: { + field: 'operation', + value: [ + 'oracle_fusion_sales_add_opportunity_contact', + 'oracle_fusion_sales_add_opportunity_team_member', + 'oracle_fusion_sales_assign_opportunity', + 'oracle_fusion_sales_create_opportunity_revenue', + 'oracle_fusion_sales_delete_opportunity', + 'oracle_fusion_sales_delete_opportunity_revenue', + 'oracle_fusion_sales_get_opportunity', + 'oracle_fusion_sales_list_opportunity_contacts', + 'oracle_fusion_sales_list_opportunity_revenue', + 'oracle_fusion_sales_list_opportunity_team', + 'oracle_fusion_sales_remove_opportunity_contact', + 'oracle_fusion_sales_remove_opportunity_team_member', + 'oracle_fusion_sales_update_opportunity', + 'oracle_fusion_sales_update_opportunity_contact', + 'oracle_fusion_sales_update_opportunity_revenue', + 'oracle_fusion_sales_update_opportunity_team_member', + ], + }, + }, + { + id: 'primaryFlag', + title: 'Primary Flag', + type: 'short-input', + placeholder: 'PrimaryFlg', + mode: 'advanced', + condition: { + field: 'operation', + value: [ + 'oracle_fusion_sales_add_opportunity_contact', + 'oracle_fusion_sales_update_opportunity_contact', + ], + }, + required: false, + }, + { + id: 'roleCode', + title: 'Role Code', + type: 'short-input', + placeholder: 'RoleCd', + mode: 'advanced', + condition: { + field: 'operation', + value: [ + 'oracle_fusion_sales_add_opportunity_contact', + 'oracle_fusion_sales_update_opportunity_contact', + ], + }, + required: false, + }, + { + id: 'influenceCode', + title: 'Influence Code', + type: 'short-input', + placeholder: 'InfluenceLvlCd', + mode: 'advanced', + condition: { + field: 'operation', + value: [ + 'oracle_fusion_sales_add_opportunity_contact', + 'oracle_fusion_sales_update_opportunity_contact', + ], + }, + required: false, + }, + { + id: 'affinityCode', + title: 'Affinity Code', + type: 'short-input', + placeholder: 'AffinityLvlCd', + mode: 'advanced', + condition: { + field: 'operation', + value: [ + 'oracle_fusion_sales_add_opportunity_contact', + 'oracle_fusion_sales_update_opportunity_contact', + ], + }, + required: false, + }, + { + id: 'contactedFlag', + title: 'Contacted Flag', + type: 'short-input', + placeholder: 'ContactedFlg', + mode: 'advanced', + condition: { + field: 'operation', + value: [ + 'oracle_fusion_sales_add_opportunity_contact', + 'oracle_fusion_sales_update_opportunity_contact', + ], + }, + required: false, + }, + { + id: 'comments', + title: 'Comments', + type: 'long-input', + placeholder: 'Comments', + mode: 'advanced', + condition: { + field: 'operation', + value: [ + 'oracle_fusion_sales_add_opportunity_contact', + 'oracle_fusion_sales_create_opportunity', + 'oracle_fusion_sales_create_opportunity_revenue', + 'oracle_fusion_sales_reject_lead', + 'oracle_fusion_sales_update_opportunity', + 'oracle_fusion_sales_update_opportunity_contact', + 'oracle_fusion_sales_update_opportunity_revenue', + ], + }, + required: false, + }, + { + id: 'relationshipId', + title: 'Relationship ID', + type: 'short-input', + placeholder: 'RelationshipId (exact decimal identifier)', + mode: 'advanced', + condition: { + field: 'operation', + value: [ + 'oracle_fusion_sales_add_opportunity_contact', + 'oracle_fusion_sales_update_opportunity_contact', + ], + }, + required: false, + }, + { + id: 'accessLevelCode', + title: 'Access Level Code', + type: 'short-input', + placeholder: 'AccessLevelCode', + mode: 'advanced', + condition: { + field: 'operation', + value: [ + 'oracle_fusion_sales_add_opportunity_team_member', + 'oracle_fusion_sales_update_opportunity_team_member', + ], + }, + required: false, + }, + { + id: 'memberFunctionCode', + title: 'Member Function Code', + type: 'short-input', + placeholder: 'MemberFunctionCode', + mode: 'advanced', + condition: { + field: 'operation', + value: [ + 'oracle_fusion_sales_add_opportunity_team_member', + 'oracle_fusion_sales_update_opportunity_team_member', + ], + }, + required: false, + }, + { + id: 'lockAssignmentFlag', + title: 'Lock Assignment Flag', + type: 'dropdown', + options: [ + { label: 'Oracle default / unchanged', id: 'default' }, + { label: 'Yes', id: 'true' }, + { label: 'No', id: 'false' }, + ], + value: () => 'default', + mode: 'advanced', + condition: { + field: 'operation', + value: [ + 'oracle_fusion_sales_add_opportunity_team_member', + 'oracle_fusion_sales_update_opportunity_team_member', + ], + }, + required: false, + }, + { + id: 'ownerFlag', + title: 'Owner Flag', + type: 'dropdown', + options: [ + { label: 'Oracle default / unchanged', id: 'default' }, + { label: 'Yes', id: 'true' }, + { label: 'No', id: 'false' }, + ], + value: () => 'default', + mode: 'advanced', + condition: { + field: 'operation', + value: [ + 'oracle_fusion_sales_add_opportunity_team_member', + 'oracle_fusion_sales_update_opportunity_team_member', + ], + }, + required: false, + }, + { + id: 'accountNumberSelector', + title: 'Account Number', + type: 'project-selector', + canonicalParamId: 'accountNumber', + serviceId: 'oracle_fusion_sales', + selectorKey: 'oracleFusionSales.accounts', + mode: 'basic', + dependsOn: ['oauthCredential'], + placeholder: 'Select account number', + condition: { + field: 'operation', + value: [ + 'oracle_fusion_sales_assign_account', + 'oracle_fusion_sales_delete_account', + 'oracle_fusion_sales_find_duplicate_contacts', + 'oracle_fusion_sales_get_account', + 'oracle_fusion_sales_update_account', + ], + }, + required: { + field: 'operation', + value: [ + 'oracle_fusion_sales_assign_account', + 'oracle_fusion_sales_delete_account', + 'oracle_fusion_sales_get_account', + 'oracle_fusion_sales_update_account', + ], + }, + emptyIsValid: true, + }, + { + id: 'accountNumberManual', + title: 'Account Number', + type: 'short-input', + canonicalParamId: 'accountNumber', + mode: 'advanced', + placeholder: 'Account Number or variable', + condition: { + field: 'operation', + value: [ + 'oracle_fusion_sales_assign_account', + 'oracle_fusion_sales_delete_account', + 'oracle_fusion_sales_find_duplicate_contacts', + 'oracle_fusion_sales_get_account', + 'oracle_fusion_sales_update_account', + ], + }, + required: { + field: 'operation', + value: [ + 'oracle_fusion_sales_assign_account', + 'oracle_fusion_sales_delete_account', + 'oracle_fusion_sales_get_account', + 'oracle_fusion_sales_update_account', + ], + }, + }, + { + id: 'opportunityName', + title: 'Opportunity Name', + type: 'short-input', + placeholder: 'Opportunity Name', + mode: 'advanced', + condition: { + field: 'operation', + value: ['oracle_fusion_sales_convert_lead'], + }, + required: false, + }, + { + id: 'opportunityOwnerNumberSelector', + title: 'Opportunity Owner Number', + type: 'project-selector', + canonicalParamId: 'opportunityOwnerNumber', + serviceId: 'oracle_fusion_sales', + selectorKey: 'oracleFusionSales.resources', + mode: 'basic', + dependsOn: ['oauthCredential'], + placeholder: 'Select opportunity owner number', + condition: { + field: 'operation', + value: ['oracle_fusion_sales_convert_lead'], + }, + required: false, + emptyIsValid: true, + }, + { + id: 'opportunityOwnerNumberManual', + title: 'Opportunity Owner Number', + type: 'short-input', + canonicalParamId: 'opportunityOwnerNumber', + mode: 'advanced', + placeholder: 'Opportunity Owner Number or variable', + condition: { + field: 'operation', + value: ['oracle_fusion_sales_convert_lead'], + }, + required: false, + }, + { + id: 'attributeMap', + title: 'Attribute Map', + type: 'code', + language: 'json', + placeholder: '{"OracleField": "value"}', + wandConfig: { + enabled: true, + prompt: + 'Generate a lead conversion attribute map using only documented Oracle attribute names supplied by the user. Every value must be a JSON string. Do not guess destination IDs or conversion attributes. Return ONLY the JSON object, with no explanations or Markdown.', + placeholder: 'Describe the verified conversion attributes', + }, + mode: 'advanced', + condition: { + field: 'operation', + value: ['oracle_fusion_sales_convert_lead'], + }, + required: false, + }, + { + id: 'organizationName', + title: 'Organization Name', + type: 'short-input', + placeholder: 'OrganizationName', + condition: { + field: 'operation', + value: ['oracle_fusion_sales_create_account', 'oracle_fusion_sales_update_account'], + }, + required: { + field: 'operation', + value: ['oracle_fusion_sales_create_account'], + }, + }, + { + id: 'accountType', + title: 'Account Type', + type: 'short-input', + placeholder: 'Type', + mode: 'advanced', + condition: { + field: 'operation', + value: ['oracle_fusion_sales_create_account', 'oracle_fusion_sales_update_account'], + }, + required: false, + }, + { + id: 'description', + title: 'Description', + type: 'long-input', + placeholder: 'Description', + condition: { + field: 'operation', + value: [ + 'oracle_fusion_sales_create_account', + 'oracle_fusion_sales_create_appointment', + 'oracle_fusion_sales_create_call_report', + 'oracle_fusion_sales_create_lead', + 'oracle_fusion_sales_create_opportunity', + 'oracle_fusion_sales_create_opportunity_revenue', + 'oracle_fusion_sales_create_task', + 'oracle_fusion_sales_update_account', + 'oracle_fusion_sales_update_activity', + 'oracle_fusion_sales_update_lead', + 'oracle_fusion_sales_update_opportunity', + 'oracle_fusion_sales_update_opportunity_revenue', + ], + }, + required: false, + }, + { + id: 'emailAddress', + title: 'Email Address', + type: 'short-input', + placeholder: 'EmailAddress', + mode: 'advanced', + condition: { + field: 'operation', + value: [ + 'oracle_fusion_sales_create_account', + 'oracle_fusion_sales_create_contact', + 'oracle_fusion_sales_update_account', + 'oracle_fusion_sales_update_contact', + ], + }, + required: false, + }, + { + id: 'website', + title: 'Website', + type: 'short-input', + placeholder: 'URL', + mode: 'advanced', + condition: { + field: 'operation', + value: ['oracle_fusion_sales_create_account', 'oracle_fusion_sales_update_account'], + }, + required: false, + }, + { + id: 'phoneNumber', + title: 'Phone Number', + type: 'short-input', + placeholder: 'PhoneNumber', + mode: 'advanced', + condition: { + field: 'operation', + value: ['oracle_fusion_sales_create_account', 'oracle_fusion_sales_update_account'], + }, + required: false, + }, + { + id: 'phoneCountryCode', + title: 'Phone Country Code', + type: 'short-input', + placeholder: 'PhoneCountryCode', + mode: 'advanced', + condition: { + field: 'operation', + value: ['oracle_fusion_sales_create_account', 'oracle_fusion_sales_update_account'], + }, + required: false, + }, + { + id: 'phoneAreaCode', + title: 'Phone Area Code', + type: 'short-input', + placeholder: 'PhoneAreaCode', + mode: 'advanced', + condition: { + field: 'operation', + value: ['oracle_fusion_sales_create_account', 'oracle_fusion_sales_update_account'], + }, + required: false, + }, + { + id: 'parentAccountIdSelector', + title: 'Parent Account ID', + type: 'project-selector', + canonicalParamId: 'parentAccountId', + serviceId: 'oracle_fusion_sales', + selectorKey: 'oracleFusionSales.accountIds', + mode: 'basic', + dependsOn: ['oauthCredential'], + placeholder: 'Select parent account id', + condition: { + field: 'operation', + value: ['oracle_fusion_sales_create_account', 'oracle_fusion_sales_update_account'], + }, + required: false, + emptyIsValid: true, + }, + { + id: 'parentAccountIdManual', + title: 'Parent Account ID', + type: 'short-input', + canonicalParamId: 'parentAccountId', + mode: 'advanced', + placeholder: 'ParentAccountPartyId (exact decimal identifier) or variable', + condition: { + field: 'operation', + value: ['oracle_fusion_sales_create_account', 'oracle_fusion_sales_update_account'], + }, + required: false, + }, + { + id: 'addressLine1', + title: 'Address Line1', + type: 'short-input', + placeholder: 'AddressLine1', + mode: 'advanced', + condition: { + field: 'operation', + value: [ + 'oracle_fusion_sales_create_account', + 'oracle_fusion_sales_create_contact', + 'oracle_fusion_sales_update_account', + 'oracle_fusion_sales_update_contact', + ], + }, + required: false, + }, + { + id: 'addressLine2', + title: 'Address Line2', + type: 'short-input', + placeholder: 'AddressLine2', + mode: 'advanced', + condition: { + field: 'operation', + value: ['oracle_fusion_sales_create_account', 'oracle_fusion_sales_update_account'], + }, + required: false, + }, + { + id: 'city', + title: 'City', + type: 'short-input', + placeholder: 'City', + mode: 'advanced', + condition: { + field: 'operation', + value: [ + 'oracle_fusion_sales_create_account', + 'oracle_fusion_sales_create_contact', + 'oracle_fusion_sales_update_account', + 'oracle_fusion_sales_update_contact', + ], + }, + required: false, + }, + { + id: 'state', + title: 'State', + type: 'short-input', + placeholder: 'State', + mode: 'advanced', + condition: { + field: 'operation', + value: [ + 'oracle_fusion_sales_create_account', + 'oracle_fusion_sales_create_contact', + 'oracle_fusion_sales_update_account', + 'oracle_fusion_sales_update_contact', + ], + }, + required: false, + }, + { + id: 'postalCode', + title: 'Postal Code', + type: 'short-input', + placeholder: 'PostalCode', + mode: 'advanced', + condition: { + field: 'operation', + value: [ + 'oracle_fusion_sales_create_account', + 'oracle_fusion_sales_create_contact', + 'oracle_fusion_sales_update_account', + 'oracle_fusion_sales_update_contact', + ], + }, + required: false, + }, + { + id: 'country', + title: 'Country', + type: 'short-input', + placeholder: 'Country', + mode: 'advanced', + condition: { + field: 'operation', + value: [ + 'oracle_fusion_sales_create_account', + 'oracle_fusion_sales_create_contact', + 'oracle_fusion_sales_update_account', + 'oracle_fusion_sales_update_contact', + ], + }, + required: false, + }, + { + id: 'subject', + title: 'Subject', + type: 'short-input', + placeholder: 'Subject', + condition: { + field: 'operation', + value: [ + 'oracle_fusion_sales_create_appointment', + 'oracle_fusion_sales_create_call_report', + 'oracle_fusion_sales_create_task', + 'oracle_fusion_sales_update_activity', + ], + }, + required: { + field: 'operation', + value: [ + 'oracle_fusion_sales_create_appointment', + 'oracle_fusion_sales_create_call_report', + 'oracle_fusion_sales_create_task', + ], + }, + }, + { + id: 'meetingMinutes', + title: 'Meeting Minutes', + type: 'long-input', + placeholder: 'ActivityMtgMinutes', + mode: 'advanced', + condition: { + field: 'operation', + value: [ + 'oracle_fusion_sales_create_appointment', + 'oracle_fusion_sales_create_call_report', + 'oracle_fusion_sales_create_task', + 'oracle_fusion_sales_update_activity', + ], + }, + required: false, + }, + { + id: 'startDateTime', + title: 'Start Date Time', + type: 'short-input', + placeholder: 'YYYY-MM-DDTHH:mm:ssZ (or an explicit timezone offset)', + wandConfig: { + enabled: true, + prompt: + 'Generate the start date and time requested by the user in YYYY-MM-DDTHH:mm:ssZ (or an explicit timezone offset) format. Return ONLY the date-time string, with no quotes, explanation, or Markdown. Include the timezone explicitly.', + placeholder: 'Describe the start date and time', + generationType: 'timestamp', + }, + condition: { + field: 'operation', + value: [ + 'oracle_fusion_sales_create_appointment', + 'oracle_fusion_sales_create_call_report', + 'oracle_fusion_sales_create_task', + 'oracle_fusion_sales_update_activity', + ], + }, + required: { + field: 'operation', + value: ['oracle_fusion_sales_create_appointment', 'oracle_fusion_sales_create_call_report'], + }, + }, + { + id: 'endDateTime', + title: 'End Date Time', + type: 'short-input', + placeholder: 'YYYY-MM-DDTHH:mm:ssZ (or an explicit timezone offset)', + wandConfig: { + enabled: true, + prompt: + 'Generate the end date and time requested by the user in YYYY-MM-DDTHH:mm:ssZ (or an explicit timezone offset) format. Return ONLY the date-time string, with no quotes, explanation, or Markdown. Include the timezone explicitly.', + placeholder: 'Describe the end date and time', + generationType: 'timestamp', + }, + condition: { + field: 'operation', + value: [ + 'oracle_fusion_sales_create_appointment', + 'oracle_fusion_sales_create_call_report', + 'oracle_fusion_sales_create_task', + 'oracle_fusion_sales_update_activity', + ], + }, + required: { + field: 'operation', + value: ['oracle_fusion_sales_create_appointment', 'oracle_fusion_sales_create_call_report'], + }, + }, + { + id: 'dueDate', + title: 'Due Date', + type: 'short-input', + placeholder: 'YYYY-MM-DD', + wandConfig: { + enabled: true, + prompt: + 'Generate the due date requested by the user in YYYY-MM-DD format. Return ONLY the date string, with no quotes, explanation, or Markdown.', + placeholder: 'Describe the due date', + generationType: 'timestamp', + }, + condition: { + field: 'operation', + value: [ + 'oracle_fusion_sales_create_appointment', + 'oracle_fusion_sales_create_call_report', + 'oracle_fusion_sales_create_task', + 'oracle_fusion_sales_update_activity', + ], + }, + required: false, + }, + { + id: 'accountIdSelector', + title: 'Account ID', + type: 'project-selector', + canonicalParamId: 'accountId', + serviceId: 'oracle_fusion_sales', + selectorKey: 'oracleFusionSales.accountIds', + mode: 'basic', + dependsOn: ['oauthCredential'], + placeholder: 'Select account id', + condition: { + field: 'operation', + value: [ + 'oracle_fusion_sales_create_appointment', + 'oracle_fusion_sales_create_call_report', + 'oracle_fusion_sales_create_contact', + 'oracle_fusion_sales_create_lead', + 'oracle_fusion_sales_create_opportunity', + 'oracle_fusion_sales_create_task', + 'oracle_fusion_sales_update_activity', + 'oracle_fusion_sales_update_contact', + 'oracle_fusion_sales_update_lead', + 'oracle_fusion_sales_update_opportunity', + ], + }, + required: false, + emptyIsValid: true, + }, + { + id: 'accountIdManual', + title: 'Account ID', + type: 'short-input', + canonicalParamId: 'accountId', + mode: 'advanced', + placeholder: 'AccountId (exact decimal identifier) or variable', + condition: { + field: 'operation', + value: [ + 'oracle_fusion_sales_create_appointment', + 'oracle_fusion_sales_create_call_report', + 'oracle_fusion_sales_create_contact', + 'oracle_fusion_sales_create_lead', + 'oracle_fusion_sales_create_opportunity', + 'oracle_fusion_sales_create_task', + 'oracle_fusion_sales_update_activity', + 'oracle_fusion_sales_update_contact', + 'oracle_fusion_sales_update_lead', + 'oracle_fusion_sales_update_opportunity', + ], + }, + required: false, + }, + { + id: 'opportunityIdSelector', + title: 'Opportunity ID', + type: 'project-selector', + canonicalParamId: 'opportunityId', + serviceId: 'oracle_fusion_sales', + selectorKey: 'oracleFusionSales.opportunityIds', + mode: 'basic', + dependsOn: ['oauthCredential'], + placeholder: 'Select opportunity id', + condition: { + field: 'operation', + value: [ + 'oracle_fusion_sales_create_appointment', + 'oracle_fusion_sales_create_call_report', + 'oracle_fusion_sales_create_task', + 'oracle_fusion_sales_update_activity', + ], + }, + required: false, + emptyIsValid: true, + }, + { + id: 'opportunityIdManual', + title: 'Opportunity ID', + type: 'short-input', + canonicalParamId: 'opportunityId', + mode: 'advanced', + placeholder: 'OpportunityId (exact decimal identifier) or variable', + condition: { + field: 'operation', + value: [ + 'oracle_fusion_sales_create_appointment', + 'oracle_fusion_sales_create_call_report', + 'oracle_fusion_sales_create_task', + 'oracle_fusion_sales_update_activity', + ], + }, + required: false, + }, + { + id: 'activityTypeCode', + title: 'Activity Type Code', + type: 'short-input', + placeholder: 'ActivityTypeCode', + mode: 'advanced', + condition: { + field: 'operation', + value: [ + 'oracle_fusion_sales_create_appointment', + 'oracle_fusion_sales_create_call_report', + 'oracle_fusion_sales_create_task', + 'oracle_fusion_sales_update_activity', + ], + }, + required: false, + }, + { + id: 'activityStatusCodeSelector', + title: 'Activity Status Code', + type: 'project-selector', + canonicalParamId: 'activityStatusCode', + serviceId: 'oracle_fusion_sales', + selectorKey: 'oracleFusionSales.activityStatuses', + mode: 'basic', + dependsOn: ['oauthCredential'], + placeholder: 'Select activity status code', + condition: { + field: 'operation', + value: [ + 'oracle_fusion_sales_create_appointment', + 'oracle_fusion_sales_create_call_report', + 'oracle_fusion_sales_create_task', + 'oracle_fusion_sales_update_activity', + ], + }, + required: false, + emptyIsValid: true, + }, + { + id: 'activityStatusCodeManual', + title: 'Activity Status Code', + type: 'short-input', + canonicalParamId: 'activityStatusCode', + mode: 'advanced', + placeholder: 'StatusCode or variable', + condition: { + field: 'operation', + value: [ + 'oracle_fusion_sales_create_appointment', + 'oracle_fusion_sales_create_call_report', + 'oracle_fusion_sales_create_task', + 'oracle_fusion_sales_update_activity', + ], + }, + required: false, + }, + { + id: 'priorityCode', + title: 'Priority Code', + type: 'short-input', + placeholder: 'PriorityCode', + mode: 'advanced', + condition: { + field: 'operation', + value: [ + 'oracle_fusion_sales_create_appointment', + 'oracle_fusion_sales_create_call_report', + 'oracle_fusion_sales_create_task', + 'oracle_fusion_sales_update_activity', + ], + }, + required: false, + }, + { + id: 'location', + title: 'Location', + type: 'short-input', + placeholder: 'Location', + mode: 'advanced', + condition: { + field: 'operation', + value: [ + 'oracle_fusion_sales_create_appointment', + 'oracle_fusion_sales_create_call_report', + 'oracle_fusion_sales_create_task', + 'oracle_fusion_sales_update_activity', + ], + }, + required: false, + }, + { + id: 'percentageComplete', + title: 'Percentage Complete', + type: 'short-input', + placeholder: 'PercentageComplete', + mode: 'advanced', + condition: { + field: 'operation', + value: [ + 'oracle_fusion_sales_create_appointment', + 'oracle_fusion_sales_create_call_report', + 'oracle_fusion_sales_create_task', + 'oracle_fusion_sales_update_activity', + ], + }, + required: false, + }, + { + id: 'allDayFlag', + title: 'All Day Flag', + type: 'dropdown', + options: [ + { label: 'Oracle default / unchanged', id: 'default' }, + { label: 'Yes', id: 'true' }, + { label: 'No', id: 'false' }, + ], + value: () => 'default', + mode: 'advanced', + condition: { + field: 'operation', + value: [ + 'oracle_fusion_sales_create_appointment', + 'oracle_fusion_sales_create_call_report', + 'oracle_fusion_sales_create_task', + 'oracle_fusion_sales_update_activity', + ], + }, + required: false, + }, + { + id: 'privateFlag', + title: 'Private Flag', + type: 'dropdown', + options: [ + { label: 'Oracle default / unchanged', id: 'default' }, + { label: 'Yes', id: 'true' }, + { label: 'No', id: 'false' }, + ], + value: () => 'default', + mode: 'advanced', + condition: { + field: 'operation', + value: [ + 'oracle_fusion_sales_create_appointment', + 'oracle_fusion_sales_create_call_report', + 'oracle_fusion_sales_create_task', + 'oracle_fusion_sales_update_activity', + ], + }, + required: false, + }, + { + id: 'firstName', + title: 'First Name', + type: 'short-input', + placeholder: 'FirstName', + condition: { + field: 'operation', + value: ['oracle_fusion_sales_create_contact', 'oracle_fusion_sales_update_contact'], + }, + required: false, + }, + { + id: 'lastName', + title: 'Last Name', + type: 'short-input', + placeholder: 'LastName', + condition: { + field: 'operation', + value: ['oracle_fusion_sales_create_contact', 'oracle_fusion_sales_update_contact'], + }, + required: false, + }, + { + id: 'jobTitle', + title: 'Job Title', + type: 'short-input', + placeholder: 'JobTitle', + mode: 'advanced', + condition: { + field: 'operation', + value: ['oracle_fusion_sales_create_contact', 'oracle_fusion_sales_update_contact'], + }, + required: false, + }, + { + id: 'department', + title: 'Department', + type: 'short-input', + placeholder: 'Department', + mode: 'advanced', + condition: { + field: 'operation', + value: ['oracle_fusion_sales_create_contact', 'oracle_fusion_sales_update_contact'], + }, + required: false, + }, + { + id: 'workPhoneNumber', + title: 'Work Phone Number', + type: 'short-input', + placeholder: 'WorkPhoneNumber', + mode: 'advanced', + condition: { + field: 'operation', + value: ['oracle_fusion_sales_create_contact', 'oracle_fusion_sales_update_contact'], + }, + required: false, + }, + { + id: 'mobileNumber', + title: 'Mobile Number', + type: 'short-input', + placeholder: 'MobileNumber', + mode: 'advanced', + condition: { + field: 'operation', + value: ['oracle_fusion_sales_create_contact', 'oracle_fusion_sales_update_contact'], + }, + required: false, + }, + { + id: 'doNotEmailFlag', + title: 'Do Not Email Flag', + type: 'dropdown', + options: [ + { label: 'Oracle default / unchanged', id: 'default' }, + { label: 'Yes', id: 'true' }, + { label: 'No', id: 'false' }, + ], + value: () => 'default', + mode: 'advanced', + condition: { + field: 'operation', + value: ['oracle_fusion_sales_create_contact', 'oracle_fusion_sales_update_contact'], + }, + required: false, + }, + { + id: 'doNotCallFlag', + title: 'Do Not Call Flag', + type: 'dropdown', + options: [ + { label: 'Oracle default / unchanged', id: 'default' }, + { label: 'Yes', id: 'true' }, + { label: 'No', id: 'false' }, + ], + value: () => 'default', + mode: 'advanced', + condition: { + field: 'operation', + value: ['oracle_fusion_sales_create_contact', 'oracle_fusion_sales_update_contact'], + }, + required: false, + }, + { + id: 'name', + title: 'Name', + type: 'short-input', + placeholder: 'Name', + condition: { + field: 'operation', + value: [ + 'oracle_fusion_sales_create_lead', + 'oracle_fusion_sales_create_opportunity', + 'oracle_fusion_sales_update_lead', + 'oracle_fusion_sales_update_opportunity', + ], + }, + required: { + field: 'operation', + value: ['oracle_fusion_sales_create_lead', 'oracle_fusion_sales_create_opportunity'], + }, + }, + { + id: 'leadStatusCodeSelector', + title: 'Lead Status Code', + type: 'project-selector', + canonicalParamId: 'leadStatusCode', + serviceId: 'oracle_fusion_sales', + selectorKey: 'oracleFusionSales.leadStatuses', + mode: 'basic', + dependsOn: ['oauthCredential'], + placeholder: 'Select lead status code', + condition: { + field: 'operation', + value: ['oracle_fusion_sales_create_lead', 'oracle_fusion_sales_update_lead'], + }, + required: false, + emptyIsValid: true, + }, + { + id: 'leadStatusCodeManual', + title: 'Lead Status Code', + type: 'short-input', + canonicalParamId: 'leadStatusCode', + mode: 'advanced', + placeholder: 'StatusCode or variable', + condition: { + field: 'operation', + value: ['oracle_fusion_sales_create_lead', 'oracle_fusion_sales_update_lead'], + }, + required: false, + }, + { + id: 'rank', + title: 'Rank', + type: 'short-input', + placeholder: 'Rank', + mode: 'advanced', + condition: { + field: 'operation', + value: ['oracle_fusion_sales_create_lead', 'oracle_fusion_sales_update_lead'], + }, + required: false, + }, + { + id: 'sourceCode', + title: 'Source Code', + type: 'short-input', + placeholder: 'SourceCode', + mode: 'advanced', + condition: { + field: 'operation', + value: ['oracle_fusion_sales_create_lead', 'oracle_fusion_sales_update_lead'], + }, + required: false, + }, + { + id: 'budgetAmount', + title: 'Budget Amount', + type: 'short-input', + placeholder: 'BudgetAmount', + mode: 'advanced', + condition: { + field: 'operation', + value: ['oracle_fusion_sales_create_lead', 'oracle_fusion_sales_update_lead'], + }, + required: false, + }, + { + id: 'budgetCurrencyCode', + title: 'Budget Currency Code', + type: 'short-input', + placeholder: 'BudgetCurrencyCode', + mode: 'advanced', + condition: { + field: 'operation', + value: ['oracle_fusion_sales_create_lead', 'oracle_fusion_sales_update_lead'], + }, + required: false, + }, + { + id: 'dealAmount', + title: 'Deal Amount', + type: 'short-input', + placeholder: 'DealAmount', + mode: 'advanced', + condition: { + field: 'operation', + value: ['oracle_fusion_sales_create_lead', 'oracle_fusion_sales_update_lead'], + }, + required: false, + }, + { + id: 'currencyCode', + title: 'Currency Code', + type: 'short-input', + placeholder: 'CurrencyCode', + mode: 'advanced', + condition: { + field: 'operation', + value: [ + 'oracle_fusion_sales_create_lead', + 'oracle_fusion_sales_create_opportunity', + 'oracle_fusion_sales_create_opportunity_revenue', + 'oracle_fusion_sales_update_lead', + 'oracle_fusion_sales_update_opportunity', + 'oracle_fusion_sales_update_opportunity_revenue', + ], + }, + required: false, + }, + { + id: 'estimatedCloseDate', + title: 'Estimated Close Date', + type: 'short-input', + placeholder: 'YYYY-MM-DD', + wandConfig: { + enabled: true, + prompt: + 'Generate the estimated close date requested by the user in YYYY-MM-DD format. Return ONLY the date string, with no quotes, explanation, or Markdown.', + placeholder: 'Describe the estimated close date', + generationType: 'timestamp', + }, + mode: 'advanced', + condition: { + field: 'operation', + value: ['oracle_fusion_sales_create_lead', 'oracle_fusion_sales_update_lead'], + }, + required: false, + }, + { + id: 'customerNeed', + title: 'Customer Need', + type: 'short-input', + placeholder: 'CustomerNeed', + mode: 'advanced', + condition: { + field: 'operation', + value: ['oracle_fusion_sales_create_lead', 'oracle_fusion_sales_update_lead'], + }, + required: false, + }, + { + id: 'contactFirstName', + title: 'Contact First Name', + type: 'short-input', + placeholder: 'PrimaryContactPersonFirstName', + mode: 'advanced', + condition: { + field: 'operation', + value: ['oracle_fusion_sales_create_lead', 'oracle_fusion_sales_update_lead'], + }, + required: false, + }, + { + id: 'contactLastName', + title: 'Contact Last Name', + type: 'short-input', + placeholder: 'PrimaryContactPersonLastName', + mode: 'advanced', + condition: { + field: 'operation', + value: ['oracle_fusion_sales_create_lead', 'oracle_fusion_sales_update_lead'], + }, + required: false, + }, + { + id: 'contactEmail', + title: 'Contact Email', + type: 'short-input', + placeholder: 'PrimaryContactEmailAddress', + mode: 'advanced', + condition: { + field: 'operation', + value: ['oracle_fusion_sales_create_lead', 'oracle_fusion_sales_update_lead'], + }, + required: false, + }, + { + id: 'businessUnitId', + title: 'Business Unit ID', + type: 'short-input', + placeholder: 'PrimaryOrganizationId (exact decimal identifier)', + condition: { + field: 'operation', + value: ['oracle_fusion_sales_create_opportunity', 'oracle_fusion_sales_update_opportunity'], + }, + required: false, + }, + { + id: 'salesMethodIdSelector', + title: 'Sales Method ID', + type: 'project-selector', + canonicalParamId: 'salesMethodId', + serviceId: 'oracle_fusion_sales', + selectorKey: 'oracleFusionSales.salesMethods', + mode: 'basic', + dependsOn: ['oauthCredential', 'businessUnitId'], + placeholder: 'Select sales method id', + condition: { + field: 'operation', + value: ['oracle_fusion_sales_create_opportunity', 'oracle_fusion_sales_update_opportunity'], + }, + required: false, + emptyIsValid: true, + }, + { + id: 'salesMethodIdManual', + title: 'Sales Method ID', + type: 'short-input', + canonicalParamId: 'salesMethodId', + mode: 'advanced', + placeholder: 'SalesMethodId (exact decimal identifier) or variable', + condition: { + field: 'operation', + value: ['oracle_fusion_sales_create_opportunity', 'oracle_fusion_sales_update_opportunity'], + }, + required: false, + }, + { + id: 'salesStageIdSelector', + title: 'Sales Stage ID', + type: 'project-selector', + canonicalParamId: 'salesStageId', + serviceId: 'oracle_fusion_sales', + selectorKey: 'oracleFusionSales.salesStages', + mode: 'basic', + dependsOn: ['oauthCredential', 'salesMethodId'], + placeholder: 'Select sales stage id', + condition: { + field: 'operation', + value: ['oracle_fusion_sales_create_opportunity', 'oracle_fusion_sales_update_opportunity'], + }, + required: false, + emptyIsValid: true, + }, + { + id: 'salesStageIdManual', + title: 'Sales Stage ID', + type: 'short-input', + canonicalParamId: 'salesStageId', + mode: 'advanced', + placeholder: 'SalesStageId (exact decimal identifier) or variable', + condition: { + field: 'operation', + value: ['oracle_fusion_sales_create_opportunity', 'oracle_fusion_sales_update_opportunity'], + }, + required: false, + }, + { + id: 'opportunityStatusCodeSelector', + title: 'Opportunity Status Code', + type: 'project-selector', + canonicalParamId: 'opportunityStatusCode', + serviceId: 'oracle_fusion_sales', + selectorKey: 'oracleFusionSales.opportunityStatuses', + mode: 'basic', + dependsOn: ['oauthCredential', 'businessUnitId'], + placeholder: 'Select opportunity status code', + condition: { + field: 'operation', + value: ['oracle_fusion_sales_create_opportunity', 'oracle_fusion_sales_update_opportunity'], + }, + required: false, + emptyIsValid: true, + }, + { + id: 'opportunityStatusCodeManual', + title: 'Opportunity Status Code', + type: 'short-input', + canonicalParamId: 'opportunityStatusCode', + mode: 'advanced', + placeholder: 'StatusCode or variable', + condition: { + field: 'operation', + value: ['oracle_fusion_sales_create_opportunity', 'oracle_fusion_sales_update_opportunity'], + }, + required: false, + }, + { + id: 'reasonWonLostCode', + title: 'Reason Won Lost Code', + type: 'short-input', + placeholder: 'ReasonWonLostCode', + mode: 'advanced', + condition: { + field: 'operation', + value: ['oracle_fusion_sales_create_opportunity', 'oracle_fusion_sales_update_opportunity'], + }, + required: false, + }, + { + id: 'closeDate', + title: 'Close Date', + type: 'short-input', + placeholder: 'YYYY-MM-DD', + wandConfig: { + enabled: true, + prompt: + 'Generate the close date requested by the user in YYYY-MM-DD format. Return ONLY the date string, with no quotes, explanation, or Markdown.', + placeholder: 'Describe the close date', + generationType: 'timestamp', + }, + mode: 'advanced', + condition: { + field: 'operation', + value: [ + 'oracle_fusion_sales_create_opportunity', + 'oracle_fusion_sales_create_opportunity_revenue', + 'oracle_fusion_sales_update_opportunity', + 'oracle_fusion_sales_update_opportunity_revenue', + ], + }, + required: false, + }, + { + id: 'revenue', + title: 'Revenue', + type: 'short-input', + placeholder: 'Revenue', + mode: 'advanced', + condition: { + field: 'operation', + value: [ + 'oracle_fusion_sales_create_opportunity', + 'oracle_fusion_sales_create_opportunity_revenue', + 'oracle_fusion_sales_update_opportunity', + 'oracle_fusion_sales_update_opportunity_revenue', + ], + }, + required: false, + }, + { + id: 'winProbability', + title: 'Win Probability', + type: 'short-input', + placeholder: 'WinProb', + mode: 'advanced', + condition: { + field: 'operation', + value: [ + 'oracle_fusion_sales_create_opportunity', + 'oracle_fusion_sales_create_opportunity_revenue', + 'oracle_fusion_sales_update_opportunity', + 'oracle_fusion_sales_update_opportunity_revenue', + ], + }, + required: false, + }, + { + id: 'productGroupId', + title: 'Product Group ID', + type: 'short-input', + placeholder: 'ProdGroupId (exact decimal identifier)', + condition: { + field: 'operation', + value: [ + 'oracle_fusion_sales_create_opportunity_revenue', + 'oracle_fusion_sales_update_opportunity_revenue', + ], + }, + required: false, + }, + { + id: 'inventoryItemId', + title: 'Inventory Item ID', + type: 'short-input', + placeholder: 'InventoryItemId (exact decimal identifier)', + condition: { + field: 'operation', + value: [ + 'oracle_fusion_sales_create_opportunity_revenue', + 'oracle_fusion_sales_update_opportunity_revenue', + ], + }, + required: false, + }, + { + id: 'inventoryOrganizationId', + title: 'Inventory Organization ID', + type: 'short-input', + placeholder: 'InventoryOrgId (exact decimal identifier)', + condition: { + field: 'operation', + value: [ + 'oracle_fusion_sales_create_opportunity_revenue', + 'oracle_fusion_sales_update_opportunity_revenue', + ], + }, + required: false, + }, + { + id: 'quantity', + title: 'Quantity', + type: 'short-input', + placeholder: 'Quantity', + mode: 'advanced', + condition: { + field: 'operation', + value: [ + 'oracle_fusion_sales_create_opportunity_revenue', + 'oracle_fusion_sales_update_opportunity_revenue', + ], + }, + required: false, + }, + { + id: 'unitPrice', + title: 'Unit Price', + type: 'short-input', + placeholder: 'UnitPrice', + mode: 'advanced', + condition: { + field: 'operation', + value: [ + 'oracle_fusion_sales_create_opportunity_revenue', + 'oracle_fusion_sales_update_opportunity_revenue', + ], + }, + required: false, + }, + { + id: 'revenueStatusCode', + title: 'Revenue Status Code', + type: 'short-input', + placeholder: 'StatusCode', + mode: 'advanced', + condition: { + field: 'operation', + value: [ + 'oracle_fusion_sales_create_opportunity_revenue', + 'oracle_fusion_sales_update_opportunity_revenue', + ], + }, + required: false, + }, + { + id: 'contactNumberSelector', + title: 'Contact Number', + type: 'project-selector', + canonicalParamId: 'contactNumber', + serviceId: 'oracle_fusion_sales', + selectorKey: 'oracleFusionSales.contacts', + mode: 'basic', + dependsOn: ['oauthCredential'], + placeholder: 'Select contact number', + condition: { + field: 'operation', + value: [ + 'oracle_fusion_sales_delete_contact', + 'oracle_fusion_sales_get_contact', + 'oracle_fusion_sales_update_contact', + ], + }, + required: { + field: 'operation', + value: [ + 'oracle_fusion_sales_delete_contact', + 'oracle_fusion_sales_get_contact', + 'oracle_fusion_sales_update_contact', + ], + }, + emptyIsValid: true, + }, + { + id: 'contactNumberManual', + title: 'Contact Number', + type: 'short-input', + canonicalParamId: 'contactNumber', + mode: 'advanced', + placeholder: 'Oracle PartyNumber or variable', + condition: { + field: 'operation', + value: [ + 'oracle_fusion_sales_delete_contact', + 'oracle_fusion_sales_get_contact', + 'oracle_fusion_sales_update_contact', + ], + }, + required: { + field: 'operation', + value: [ + 'oracle_fusion_sales_delete_contact', + 'oracle_fusion_sales_get_contact', + 'oracle_fusion_sales_update_contact', + ], + }, + }, + { + id: 'leadKeySelector', + title: 'Lead Key', + type: 'project-selector', + canonicalParamId: 'leadKey', + serviceId: 'oracle_fusion_sales', + selectorKey: 'oracleFusionSales.leads', + mode: 'basic', + dependsOn: ['oauthCredential'], + placeholder: 'Select lead key', + condition: { + field: 'operation', + value: [ + 'oracle_fusion_sales_delete_lead', + 'oracle_fusion_sales_get_lead', + 'oracle_fusion_sales_update_lead', + ], + }, + required: { + field: 'operation', + value: [ + 'oracle_fusion_sales_delete_lead', + 'oracle_fusion_sales_get_lead', + 'oracle_fusion_sales_update_lead', + ], + }, + emptyIsValid: true, + }, + { + id: 'leadKeyManual', + title: 'Lead Key', + type: 'short-input', + canonicalParamId: 'leadKey', + mode: 'advanced', + placeholder: 'Opaque resourceKey returned by the list operation or variable', + condition: { + field: 'operation', + value: [ + 'oracle_fusion_sales_delete_lead', + 'oracle_fusion_sales_get_lead', + 'oracle_fusion_sales_update_lead', + ], + }, + required: { + field: 'operation', + value: [ + 'oracle_fusion_sales_delete_lead', + 'oracle_fusion_sales_get_lead', + 'oracle_fusion_sales_update_lead', + ], + }, + }, + { + id: 'revenueKey', + title: 'Revenue Key', + type: 'short-input', + placeholder: 'Opaque resourceKey returned by the list operation', + condition: { + field: 'operation', + value: [ + 'oracle_fusion_sales_delete_opportunity_revenue', + 'oracle_fusion_sales_update_opportunity_revenue', + ], + }, + required: { + field: 'operation', + value: [ + 'oracle_fusion_sales_delete_opportunity_revenue', + 'oracle_fusion_sales_update_opportunity_revenue', + ], + }, + }, + { + id: 'matchingFields', + title: 'Matching Fields', + type: 'code', + language: 'json', + placeholder: '{"OracleField": "value"}', + wandConfig: { + enabled: true, + prompt: + 'Generate an Oracle Data Quality duplicate matching object using documented fields for accounts or contacts, as selected. All values must be strings. Account example: {"OrganizationName":"Example"}. Contact example: {"FirstName":"Ada","LastName":"Example"}. Return ONLY the JSON object, with no explanations or Markdown.', + placeholder: 'Describe the account or contact to match', + }, + condition: { + field: 'operation', + value: [ + 'oracle_fusion_sales_find_duplicate_accounts', + 'oracle_fusion_sales_find_duplicate_contacts', + ], + }, + required: { + field: 'operation', + value: [ + 'oracle_fusion_sales_find_duplicate_accounts', + 'oracle_fusion_sales_find_duplicate_contacts', + ], + }, + }, + { + id: 'resourceNumberSelector', + title: 'Resource Number', + type: 'project-selector', + canonicalParamId: 'resourceNumber', + serviceId: 'oracle_fusion_sales', + selectorKey: 'oracleFusionSales.resources', + mode: 'basic', + dependsOn: ['oauthCredential'], + placeholder: 'Select resource number', + condition: { + field: 'operation', + value: ['oracle_fusion_sales_get_sales_resource'], + }, + required: { + field: 'operation', + value: ['oracle_fusion_sales_get_sales_resource'], + }, + emptyIsValid: true, + }, + { + id: 'resourceNumberManual', + title: 'Resource Number', + type: 'short-input', + canonicalParamId: 'resourceNumber', + mode: 'advanced', + placeholder: 'Oracle PartyNumber or variable', + condition: { + field: 'operation', + value: ['oracle_fusion_sales_get_sales_resource'], + }, + required: { + field: 'operation', + value: ['oracle_fusion_sales_get_sales_resource'], + }, + }, + { + id: 'q', + title: 'Q', + type: 'short-input', + placeholder: 'Oracle q filter', + wandConfig: { + enabled: true, + prompt: + 'Generate an Oracle Fusion Sales ADF REST q filter for the selected resource using documented queryable Oracle field names. Framework 9 uses SQL-style comparisons, AND/OR, LIKE, and single-quoted string literals with embedded apostrophes doubled. Use only fields and values supported by the selected resource; do not invent tenant status codes. Return ONLY the unencoded q expression without explanations or Markdown.', + placeholder: 'Describe the record filter', + }, + condition: { + field: 'operation', + value: [ + 'oracle_fusion_sales_list_accounts', + 'oracle_fusion_sales_list_activities', + 'oracle_fusion_sales_list_activity_assignees', + 'oracle_fusion_sales_list_activity_contacts', + 'oracle_fusion_sales_list_contacts', + 'oracle_fusion_sales_list_leads', + 'oracle_fusion_sales_list_opportunities', + 'oracle_fusion_sales_list_opportunity_contacts', + 'oracle_fusion_sales_list_opportunity_revenue', + 'oracle_fusion_sales_list_opportunity_team', + 'oracle_fusion_sales_list_sales_resources', + ], + }, + required: false, + }, + { + id: 'finder', + title: 'Finder', + type: 'short-input', + placeholder: 'Finder', + mode: 'advanced', + wandConfig: { + enabled: true, + prompt: + 'Generate an Oracle Fusion Sales REST finder value for the selected resource using the documented FinderName;Variable=value syntax. Only use a finder and variable names verified for this resource. For opportunities, MyOpportunitiesFinder supports RecordSet=ALL; the default list scope may restrict owner, status, and close period. Return ONLY the unencoded finder value without explanations or Markdown.', + placeholder: 'Describe the finder scope', + }, + condition: { + field: 'operation', + value: [ + 'oracle_fusion_sales_list_accounts', + 'oracle_fusion_sales_list_activities', + 'oracle_fusion_sales_list_activity_assignees', + 'oracle_fusion_sales_list_activity_contacts', + 'oracle_fusion_sales_list_contacts', + 'oracle_fusion_sales_list_leads', + 'oracle_fusion_sales_list_opportunities', + 'oracle_fusion_sales_list_opportunity_contacts', + 'oracle_fusion_sales_list_opportunity_revenue', + 'oracle_fusion_sales_list_opportunity_team', + 'oracle_fusion_sales_list_sales_resources', + ], + }, + required: false, + }, + { + id: 'orderBy', + title: 'Order By', + type: 'short-input', + placeholder: 'Order By', + mode: 'advanced', + wandConfig: { + enabled: true, + prompt: + 'Generate an Oracle Fusion Sales orderBy value using documented sortable fields for the selected resource and ascending or descending direction. Example: LastUpdateDate:desc. Separate multiple fields with commas. Return ONLY the unencoded orderBy value, with no explanations or Markdown.', + placeholder: 'Describe the sort order', + }, + condition: { + field: 'operation', + value: [ + 'oracle_fusion_sales_list_accounts', + 'oracle_fusion_sales_list_activities', + 'oracle_fusion_sales_list_activity_assignees', + 'oracle_fusion_sales_list_activity_contacts', + 'oracle_fusion_sales_list_contacts', + 'oracle_fusion_sales_list_leads', + 'oracle_fusion_sales_list_opportunities', + 'oracle_fusion_sales_list_opportunity_contacts', + 'oracle_fusion_sales_list_opportunity_revenue', + 'oracle_fusion_sales_list_opportunity_team', + 'oracle_fusion_sales_list_sales_resources', + ], + }, + required: false, + }, + { + id: 'limit', + title: 'Limit', + type: 'short-input', + placeholder: '50', + mode: 'advanced', + condition: { + field: 'operation', + value: [ + 'oracle_fusion_sales_list_accounts', + 'oracle_fusion_sales_list_activities', + 'oracle_fusion_sales_list_activity_assignees', + 'oracle_fusion_sales_list_activity_contacts', + 'oracle_fusion_sales_list_contacts', + 'oracle_fusion_sales_list_leads', + 'oracle_fusion_sales_list_opportunities', + 'oracle_fusion_sales_list_opportunity_contacts', + 'oracle_fusion_sales_list_opportunity_revenue', + 'oracle_fusion_sales_list_opportunity_team', + 'oracle_fusion_sales_list_sales_resources', + ], + }, + required: false, + }, + { + id: 'offset', + title: 'Offset', + type: 'short-input', + placeholder: '0', + mode: 'advanced', + condition: { + field: 'operation', + value: [ + 'oracle_fusion_sales_list_accounts', + 'oracle_fusion_sales_list_activities', + 'oracle_fusion_sales_list_activity_assignees', + 'oracle_fusion_sales_list_activity_contacts', + 'oracle_fusion_sales_list_contacts', + 'oracle_fusion_sales_list_leads', + 'oracle_fusion_sales_list_opportunities', + 'oracle_fusion_sales_list_opportunity_contacts', + 'oracle_fusion_sales_list_opportunity_revenue', + 'oracle_fusion_sales_list_opportunity_team', + 'oracle_fusion_sales_list_sales_resources', + ], + }, + required: false, + }, + { + id: 'totalResults', + title: 'Total Results', + type: 'dropdown', + options: [ + { label: 'Oracle default / unchanged', id: 'default' }, + { label: 'Yes', id: 'true' }, + { label: 'No', id: 'false' }, + ], + value: () => 'default', + mode: 'advanced', + condition: { + field: 'operation', + value: [ + 'oracle_fusion_sales_list_accounts', + 'oracle_fusion_sales_list_activities', + 'oracle_fusion_sales_list_activity_assignees', + 'oracle_fusion_sales_list_activity_contacts', + 'oracle_fusion_sales_list_contacts', + 'oracle_fusion_sales_list_leads', + 'oracle_fusion_sales_list_opportunities', + 'oracle_fusion_sales_list_opportunity_contacts', + 'oracle_fusion_sales_list_opportunity_revenue', + 'oracle_fusion_sales_list_opportunity_team', + 'oracle_fusion_sales_list_sales_resources', + ], + }, + required: false, + }, + { + id: 'reason', + title: 'Reason', + type: 'short-input', + placeholder: 'Reason', + mode: 'advanced', + condition: { + field: 'operation', + value: ['oracle_fusion_sales_reject_lead'], + }, + required: false, + }, + { + id: 'assigneeKey', + title: 'Assignee Key', + type: 'short-input', + placeholder: 'Opaque resourceKey returned by the list operation', + condition: { + field: 'operation', + value: ['oracle_fusion_sales_remove_activity_assignee'], + }, + required: { + field: 'operation', + value: ['oracle_fusion_sales_remove_activity_assignee'], + }, + }, + { + id: 'activityContactKey', + title: 'Activity Contact Key', + type: 'short-input', + placeholder: 'Opaque resourceKey returned by the list operation', + condition: { + field: 'operation', + value: ['oracle_fusion_sales_remove_activity_contact'], + }, + required: { + field: 'operation', + value: ['oracle_fusion_sales_remove_activity_contact'], + }, + }, + { + id: 'opportunityContactId', + title: 'Opportunity Contact ID', + type: 'short-input', + placeholder: 'Oracle OptyConId', + condition: { + field: 'operation', + value: [ + 'oracle_fusion_sales_remove_opportunity_contact', + 'oracle_fusion_sales_update_opportunity_contact', + ], + }, + required: { + field: 'operation', + value: [ + 'oracle_fusion_sales_remove_opportunity_contact', + 'oracle_fusion_sales_update_opportunity_contact', + ], + }, + }, + { + id: 'teamMemberKey', + title: 'Team Member Key', + type: 'short-input', + placeholder: 'Opaque resourceKey returned by the list operation', + condition: { + field: 'operation', + value: [ + 'oracle_fusion_sales_remove_opportunity_team_member', + 'oracle_fusion_sales_update_opportunity_team_member', + ], + }, + required: { + field: 'operation', + value: [ + 'oracle_fusion_sales_remove_opportunity_team_member', + 'oracle_fusion_sales_update_opportunity_team_member', + ], + }, + }, + ], + canvasPresentation: { + defaultTitle: 'Oracle Fusion Sales', + sentences: { + byOperation: { + oracle_fusion_sales_accept_lead: [ + { text: 'Accept lead', field: ['leadIdSelector', 'leadIdManual'], core: true }, + ], + oracle_fusion_sales_add_activity_assignee: [ + { + text: 'Add activity assignee', + field: ['ownerIdSelector', 'ownerIdManual'], + core: true, + }, + { text: 'for', field: ['activityNumberSelector', 'activityNumberManual'], core: true }, + ], + oracle_fusion_sales_add_activity_contact: [ + { + text: 'Add activity contact', + field: ['contactIdSelector', 'contactIdManual'], + core: true, + }, + { text: 'for', field: ['activityNumberSelector', 'activityNumberManual'], core: true }, + ], + oracle_fusion_sales_add_opportunity_contact: [ + { + text: 'Add opportunity contact', + field: ['contactIdSelector', 'contactIdManual'], + core: true, + }, + { + text: 'for', + field: ['opportunityNumberSelector', 'opportunityNumberManual'], + core: true, + }, + ], + oracle_fusion_sales_add_opportunity_team_member: [ + { + text: 'Add opportunity team member', + field: ['ownerIdSelector', 'ownerIdManual'], + core: true, + }, + { + text: 'for', + field: ['opportunityNumberSelector', 'opportunityNumberManual'], + core: true, + }, + ], + oracle_fusion_sales_assign_account: [ + { + text: 'Assign account', + field: ['accountNumberSelector', 'accountNumberManual'], + core: true, + }, + ], + oracle_fusion_sales_assign_lead: [ + { text: 'Assign lead', field: ['leadIdSelector', 'leadIdManual'], core: true }, + ], + oracle_fusion_sales_assign_opportunity: [ + { + text: 'Assign opportunity', + field: ['opportunityNumberSelector', 'opportunityNumberManual'], + core: true, + }, + ], + oracle_fusion_sales_convert_lead: [ + { text: 'Convert lead', field: ['leadIdSelector', 'leadIdManual'], core: true }, + ], + oracle_fusion_sales_create_account: [ + { text: 'Create account', field: 'organizationName', core: true }, + ], + oracle_fusion_sales_create_appointment: [ + { text: 'Create appointment', field: 'subject', core: true }, + { text: ', starting', field: 'startDateTime' }, + ], + oracle_fusion_sales_create_call_report: [ + { text: 'Create call report', field: 'subject', core: true }, + { text: ', starting', field: 'startDateTime' }, + ], + oracle_fusion_sales_create_contact: [ + { text: 'Create contact', field: ['firstName', 'lastName'], core: true }, + ], + oracle_fusion_sales_create_lead: [{ text: 'Create lead', field: 'name', core: true }], + oracle_fusion_sales_create_opportunity: [ + { text: 'Create opportunity', field: 'name', core: true }, + ], + oracle_fusion_sales_create_opportunity_revenue: [ + { + text: 'Create opportunity revenue', + field: ['productGroupId', 'inventoryItemId'], + core: true, + }, + { + text: 'for', + field: ['opportunityNumberSelector', 'opportunityNumberManual'], + core: true, + }, + ], + oracle_fusion_sales_create_task: [ + { text: 'Create task', field: 'subject', core: true }, + { text: ', starting', field: 'startDateTime' }, + ], + oracle_fusion_sales_delete_account: [ + { + text: 'Delete account', + field: ['accountNumberSelector', 'accountNumberManual'], + core: true, + }, + ], + oracle_fusion_sales_delete_activity: [ + { + text: 'Delete activity', + field: ['activityNumberSelector', 'activityNumberManual'], + core: true, + }, + ], + oracle_fusion_sales_delete_contact: [ + { + text: 'Delete contact', + field: ['contactNumberSelector', 'contactNumberManual'], + core: true, + }, + ], + oracle_fusion_sales_delete_lead: [ + { text: 'Delete lead', field: ['leadKeySelector', 'leadKeyManual'], core: true }, + ], + oracle_fusion_sales_delete_opportunity: [ + { + text: 'Delete opportunity', + field: ['opportunityNumberSelector', 'opportunityNumberManual'], + core: true, + }, + ], + oracle_fusion_sales_delete_opportunity_revenue: [ + { text: 'Delete opportunity revenue', field: 'revenueKey', core: true }, + { + text: 'for', + field: ['opportunityNumberSelector', 'opportunityNumberManual'], + core: true, + }, + ], + oracle_fusion_sales_find_duplicate_accounts: [ + { text: 'Find duplicate accounts', field: 'matchingFields', core: true }, + ], + oracle_fusion_sales_find_duplicate_contacts: [ + { text: 'Find duplicate contacts', field: 'matchingFields', core: true }, + ], + oracle_fusion_sales_get_account: [ + { + text: 'Get account', + field: ['accountNumberSelector', 'accountNumberManual'], + core: true, + }, + ], + oracle_fusion_sales_get_activity: [ + { + text: 'Get activity', + field: ['activityNumberSelector', 'activityNumberManual'], + core: true, + }, + ], + oracle_fusion_sales_get_contact: [ + { + text: 'Get contact', + field: ['contactNumberSelector', 'contactNumberManual'], + core: true, + }, + ], + oracle_fusion_sales_get_lead: [ + { text: 'Get lead', field: ['leadKeySelector', 'leadKeyManual'], core: true }, + ], + oracle_fusion_sales_get_opportunity: [ + { + text: 'Get opportunity', + field: ['opportunityNumberSelector', 'opportunityNumberManual'], + core: true, + }, + ], + oracle_fusion_sales_get_sales_resource: [ + { + text: 'Get sales resource', + field: ['resourceNumberSelector', 'resourceNumberManual'], + core: true, + }, + ], + oracle_fusion_sales_list_accounts: [ + 'List accounts', + { text: 'matching', field: 'q' }, + { text: ', up to', field: 'limit', after: 'records' }, + ], + oracle_fusion_sales_list_activities: [ + 'List activities', + { text: 'matching', field: 'q' }, + { text: ', up to', field: 'limit', after: 'records' }, + ], + oracle_fusion_sales_list_activity_assignees: [ + 'List activity assignees', + { text: 'matching', field: 'q' }, + { text: 'for', field: ['activityNumberSelector', 'activityNumberManual'], core: true }, + { text: ', up to', field: 'limit', after: 'records' }, + ], + oracle_fusion_sales_list_activity_contacts: [ + 'List activity contacts', + { text: 'matching', field: 'q' }, + { text: 'for', field: ['activityNumberSelector', 'activityNumberManual'], core: true }, + { text: ', up to', field: 'limit', after: 'records' }, + ], + oracle_fusion_sales_list_contacts: [ + 'List contacts', + { text: 'matching', field: 'q' }, + { text: ', up to', field: 'limit', after: 'records' }, + ], + oracle_fusion_sales_list_leads: [ + 'List leads', + { text: 'matching', field: 'q' }, + { text: ', up to', field: 'limit', after: 'records' }, + ], + oracle_fusion_sales_list_opportunities: [ + 'List opportunities', + { text: 'matching', field: 'q' }, + { text: ', up to', field: 'limit', after: 'records' }, + ], + oracle_fusion_sales_list_opportunity_contacts: [ + 'List opportunity contacts', + { text: 'matching', field: 'q' }, + { + text: 'for', + field: ['opportunityNumberSelector', 'opportunityNumberManual'], + core: true, + }, + { text: ', up to', field: 'limit', after: 'records' }, + ], + oracle_fusion_sales_list_opportunity_revenue: [ + 'List opportunity revenue', + { text: 'matching', field: 'q' }, + { + text: 'for', + field: ['opportunityNumberSelector', 'opportunityNumberManual'], + core: true, + }, + { text: ', up to', field: 'limit', after: 'records' }, + ], + oracle_fusion_sales_list_opportunity_team: [ + 'List opportunity team', + { text: 'matching', field: 'q' }, + { + text: 'for', + field: ['opportunityNumberSelector', 'opportunityNumberManual'], + core: true, + }, + { text: ', up to', field: 'limit', after: 'records' }, + ], + oracle_fusion_sales_list_sales_resources: [ + 'List sales resources', + { text: 'matching', field: 'q' }, + { text: ', up to', field: 'limit', after: 'records' }, + ], + oracle_fusion_sales_reject_lead: [ + { text: 'Reject lead', field: ['leadIdSelector', 'leadIdManual'], core: true }, + ], + oracle_fusion_sales_remove_activity_assignee: [ + { text: 'Remove activity assignee', field: 'assigneeKey', core: true }, + { text: 'for', field: ['activityNumberSelector', 'activityNumberManual'], core: true }, + ], + oracle_fusion_sales_remove_activity_contact: [ + { text: 'Remove activity contact', field: 'activityContactKey', core: true }, + { text: 'for', field: ['activityNumberSelector', 'activityNumberManual'], core: true }, + ], + oracle_fusion_sales_remove_opportunity_contact: [ + { text: 'Remove opportunity contact', field: 'opportunityContactId', core: true }, + { + text: 'for', + field: ['opportunityNumberSelector', 'opportunityNumberManual'], + core: true, + }, + ], + oracle_fusion_sales_remove_opportunity_team_member: [ + { text: 'Remove opportunity team member', field: 'teamMemberKey', core: true }, + { + text: 'for', + field: ['opportunityNumberSelector', 'opportunityNumberManual'], + core: true, + }, + ], + oracle_fusion_sales_update_account: [ + { + text: 'Update account', + field: ['accountNumberSelector', 'accountNumberManual'], + core: true, + }, + ], + oracle_fusion_sales_update_activity: [ + { + text: 'Update activity', + field: ['activityNumberSelector', 'activityNumberManual'], + core: true, + }, + ], + oracle_fusion_sales_update_contact: [ + { + text: 'Update contact', + field: ['contactNumberSelector', 'contactNumberManual'], + core: true, + }, + ], + oracle_fusion_sales_update_lead: [ + { text: 'Update lead', field: ['leadKeySelector', 'leadKeyManual'], core: true }, + ], + oracle_fusion_sales_update_opportunity: [ + { + text: 'Update opportunity', + field: ['opportunityNumberSelector', 'opportunityNumberManual'], + core: true, + }, + ], + oracle_fusion_sales_update_opportunity_contact: [ + { text: 'Update opportunity contact', field: 'opportunityContactId', core: true }, + { + text: 'for', + field: ['opportunityNumberSelector', 'opportunityNumberManual'], + core: true, + }, + ], + oracle_fusion_sales_update_opportunity_revenue: [ + { text: 'Update opportunity revenue', field: 'revenueKey', core: true }, + { + text: 'for', + field: ['opportunityNumberSelector', 'opportunityNumberManual'], + core: true, + }, + ], + oracle_fusion_sales_update_opportunity_team_member: [ + { text: 'Update opportunity team member', field: 'teamMemberKey', core: true }, + { + text: 'for', + field: ['opportunityNumberSelector', 'opportunityNumberManual'], + core: true, + }, + ], + }, + }, + }, + tools: { + access: [ + 'oracle_fusion_sales_accept_lead', + 'oracle_fusion_sales_add_activity_assignee', + 'oracle_fusion_sales_add_activity_contact', + 'oracle_fusion_sales_add_opportunity_contact', + 'oracle_fusion_sales_add_opportunity_team_member', + 'oracle_fusion_sales_assign_account', + 'oracle_fusion_sales_assign_lead', + 'oracle_fusion_sales_assign_opportunity', + 'oracle_fusion_sales_convert_lead', + 'oracle_fusion_sales_create_account', + 'oracle_fusion_sales_create_appointment', + 'oracle_fusion_sales_create_call_report', + 'oracle_fusion_sales_create_contact', + 'oracle_fusion_sales_create_lead', + 'oracle_fusion_sales_create_opportunity', + 'oracle_fusion_sales_create_opportunity_revenue', + 'oracle_fusion_sales_create_task', + 'oracle_fusion_sales_delete_account', + 'oracle_fusion_sales_delete_activity', + 'oracle_fusion_sales_delete_contact', + 'oracle_fusion_sales_delete_lead', + 'oracle_fusion_sales_delete_opportunity', + 'oracle_fusion_sales_delete_opportunity_revenue', + 'oracle_fusion_sales_find_duplicate_accounts', + 'oracle_fusion_sales_find_duplicate_contacts', + 'oracle_fusion_sales_get_account', + 'oracle_fusion_sales_get_activity', + 'oracle_fusion_sales_get_contact', + 'oracle_fusion_sales_get_lead', + 'oracle_fusion_sales_get_opportunity', + 'oracle_fusion_sales_get_sales_resource', + 'oracle_fusion_sales_list_accounts', + 'oracle_fusion_sales_list_activities', + 'oracle_fusion_sales_list_activity_assignees', + 'oracle_fusion_sales_list_activity_contacts', + 'oracle_fusion_sales_list_contacts', + 'oracle_fusion_sales_list_leads', + 'oracle_fusion_sales_list_opportunities', + 'oracle_fusion_sales_list_opportunity_contacts', + 'oracle_fusion_sales_list_opportunity_revenue', + 'oracle_fusion_sales_list_opportunity_team', + 'oracle_fusion_sales_list_sales_resources', + 'oracle_fusion_sales_reject_lead', + 'oracle_fusion_sales_remove_activity_assignee', + 'oracle_fusion_sales_remove_activity_contact', + 'oracle_fusion_sales_remove_opportunity_contact', + 'oracle_fusion_sales_remove_opportunity_team_member', + 'oracle_fusion_sales_update_account', + 'oracle_fusion_sales_update_activity', + 'oracle_fusion_sales_update_contact', + 'oracle_fusion_sales_update_lead', + 'oracle_fusion_sales_update_opportunity', + 'oracle_fusion_sales_update_opportunity_contact', + 'oracle_fusion_sales_update_opportunity_revenue', + 'oracle_fusion_sales_update_opportunity_team_member', + ], + config: { + tool: (params) => params.operation || 'oracle_fusion_sales_list_accounts', + params: operationParams, + }, + }, + inputs: { + oauthCredential: { type: 'string', description: 'Reusable Oracle Fusion credential ID' }, + leadId: { type: 'string', description: 'Lead Id' }, + activityNumber: { type: 'string', description: 'Activity Number' }, + ownerId: { type: 'string', description: 'AssigneeId (exact decimal identifier)' }, + attendeeFlag: { type: 'boolean', description: 'AttendeeFlag' }, + contactId: { type: 'string', description: 'ContactId (exact decimal identifier)' }, + primaryContactFlag: { type: 'boolean', description: 'PrimaryContactFlag' }, + opportunityNumber: { type: 'string', description: 'Opportunity Number' }, + primaryFlag: { type: 'string', description: 'PrimaryFlg' }, + roleCode: { type: 'string', description: 'RoleCd' }, + influenceCode: { type: 'string', description: 'InfluenceLvlCd' }, + affinityCode: { type: 'string', description: 'AffinityLvlCd' }, + contactedFlag: { type: 'string', description: 'ContactedFlg' }, + comments: { type: 'string', description: 'Comments' }, + relationshipId: { type: 'string', description: 'RelationshipId (exact decimal identifier)' }, + accessLevelCode: { type: 'string', description: 'AccessLevelCode' }, + memberFunctionCode: { type: 'string', description: 'MemberFunctionCode' }, + lockAssignmentFlag: { type: 'boolean', description: 'LockAssignmentFlag' }, + ownerFlag: { type: 'boolean', description: 'OwnerFlag' }, + accountNumber: { type: 'string', description: 'Account Number' }, + opportunityName: { type: 'string', description: 'Opportunity Name' }, + opportunityOwnerNumber: { type: 'string', description: 'Opportunity Owner Number' }, + attributeMap: { type: 'json', description: 'Attribute Map' }, + organizationName: { type: 'string', description: 'OrganizationName' }, + accountType: { type: 'string', description: 'Type' }, + description: { type: 'string', description: 'Description' }, + emailAddress: { type: 'string', description: 'EmailAddress' }, + website: { type: 'string', description: 'URL' }, + phoneNumber: { type: 'string', description: 'PhoneNumber' }, + phoneCountryCode: { type: 'string', description: 'PhoneCountryCode' }, + phoneAreaCode: { type: 'string', description: 'PhoneAreaCode' }, + parentAccountId: { + type: 'string', + description: 'ParentAccountPartyId (exact decimal identifier)', + }, + addressLine1: { type: 'string', description: 'AddressLine1' }, + addressLine2: { type: 'string', description: 'AddressLine2' }, + city: { type: 'string', description: 'City' }, + state: { type: 'string', description: 'State' }, + postalCode: { type: 'string', description: 'PostalCode' }, + country: { type: 'string', description: 'Country' }, + subject: { type: 'string', description: 'Subject' }, + meetingMinutes: { type: 'string', description: 'ActivityMtgMinutes' }, + startDateTime: { type: 'string', description: 'ActivityStartDate' }, + endDateTime: { type: 'string', description: 'ActivityEndDate' }, + dueDate: { type: 'string', description: 'DueDate' }, + accountId: { type: 'string', description: 'AccountId (exact decimal identifier)' }, + opportunityId: { type: 'string', description: 'OpportunityId (exact decimal identifier)' }, + activityTypeCode: { type: 'string', description: 'ActivityTypeCode' }, + activityStatusCode: { type: 'string', description: 'StatusCode' }, + priorityCode: { type: 'string', description: 'PriorityCode' }, + location: { type: 'string', description: 'Location' }, + percentageComplete: { type: 'number', description: 'PercentageComplete' }, + allDayFlag: { type: 'boolean', description: 'AllDayFlag' }, + privateFlag: { type: 'boolean', description: 'PrivateFlag' }, + firstName: { type: 'string', description: 'FirstName' }, + lastName: { type: 'string', description: 'LastName' }, + jobTitle: { type: 'string', description: 'JobTitle' }, + department: { type: 'string', description: 'Department' }, + workPhoneNumber: { type: 'string', description: 'WorkPhoneNumber' }, + mobileNumber: { type: 'string', description: 'MobileNumber' }, + doNotEmailFlag: { type: 'boolean', description: 'DoNotEmailFlag' }, + doNotCallFlag: { type: 'boolean', description: 'DoNotCallFlag' }, + name: { type: 'string', description: 'Name' }, + leadStatusCode: { type: 'string', description: 'StatusCode' }, + rank: { type: 'string', description: 'Rank' }, + sourceCode: { type: 'string', description: 'SourceCode' }, + budgetAmount: { type: 'number', description: 'BudgetAmount' }, + budgetCurrencyCode: { type: 'string', description: 'BudgetCurrencyCode' }, + dealAmount: { type: 'number', description: 'DealAmount' }, + currencyCode: { type: 'string', description: 'CurrencyCode' }, + estimatedCloseDate: { type: 'string', description: 'EstimatedCloseDate' }, + customerNeed: { type: 'string', description: 'CustomerNeed' }, + contactFirstName: { type: 'string', description: 'PrimaryContactPersonFirstName' }, + contactLastName: { type: 'string', description: 'PrimaryContactPersonLastName' }, + contactEmail: { type: 'string', description: 'PrimaryContactEmailAddress' }, + businessUnitId: { + type: 'string', + description: 'PrimaryOrganizationId (exact decimal identifier)', + }, + salesMethodId: { type: 'string', description: 'SalesMethodId (exact decimal identifier)' }, + salesStageId: { type: 'string', description: 'SalesStageId (exact decimal identifier)' }, + opportunityStatusCode: { type: 'string', description: 'StatusCode' }, + reasonWonLostCode: { type: 'string', description: 'ReasonWonLostCode' }, + closeDate: { type: 'string', description: 'EffectiveDate' }, + revenue: { type: 'number', description: 'Revenue' }, + winProbability: { type: 'number', description: 'WinProb' }, + productGroupId: { type: 'string', description: 'ProdGroupId (exact decimal identifier)' }, + inventoryItemId: { type: 'string', description: 'InventoryItemId (exact decimal identifier)' }, + inventoryOrganizationId: { + type: 'string', + description: 'InventoryOrgId (exact decimal identifier)', + }, + quantity: { type: 'number', description: 'Quantity' }, + unitPrice: { type: 'number', description: 'UnitPrice' }, + revenueStatusCode: { type: 'string', description: 'StatusCode' }, + contactNumber: { type: 'string', description: 'Oracle PartyNumber' }, + leadKey: { type: 'string', description: 'Opaque resourceKey returned by the list operation' }, + revenueKey: { + type: 'string', + description: 'Opaque resourceKey returned by the list operation', + }, + matchingFields: { type: 'json', description: 'Matching Fields' }, + resourceNumber: { type: 'string', description: 'Oracle PartyNumber' }, + q: { type: 'string', description: 'Q' }, + finder: { type: 'string', description: 'Finder' }, + orderBy: { type: 'string', description: 'Order By' }, + limit: { type: 'number', description: 'Limit' }, + offset: { type: 'number', description: 'Offset' }, + totalResults: { type: 'boolean', description: 'Total Results' }, + reason: { type: 'string', description: 'Reason' }, + assigneeKey: { + type: 'string', + description: 'Opaque resourceKey returned by the list operation', + }, + activityContactKey: { + type: 'string', + description: 'Opaque resourceKey returned by the list operation', + }, + opportunityContactId: { type: 'string', description: 'Oracle OptyConId' }, + teamMemberKey: { + type: 'string', + description: 'Opaque resourceKey returned by the list operation', + }, + }, + outputs: { + record: { + type: 'json', + description: + 'Oracle Sales record with documented identifiers, business fields, and opaque resourceKey where applicable', + condition: { + field: 'operation', + value: [ + 'oracle_fusion_sales_add_activity_assignee', + 'oracle_fusion_sales_add_activity_contact', + 'oracle_fusion_sales_add_opportunity_contact', + 'oracle_fusion_sales_add_opportunity_team_member', + 'oracle_fusion_sales_create_account', + 'oracle_fusion_sales_create_appointment', + 'oracle_fusion_sales_create_call_report', + 'oracle_fusion_sales_create_contact', + 'oracle_fusion_sales_create_lead', + 'oracle_fusion_sales_create_opportunity', + 'oracle_fusion_sales_create_opportunity_revenue', + 'oracle_fusion_sales_create_task', + 'oracle_fusion_sales_get_account', + 'oracle_fusion_sales_get_activity', + 'oracle_fusion_sales_get_contact', + 'oracle_fusion_sales_get_lead', + 'oracle_fusion_sales_get_opportunity', + 'oracle_fusion_sales_get_sales_resource', + 'oracle_fusion_sales_update_account', + 'oracle_fusion_sales_update_activity', + 'oracle_fusion_sales_update_contact', + 'oracle_fusion_sales_update_lead', + 'oracle_fusion_sales_update_opportunity', + 'oracle_fusion_sales_update_opportunity_contact', + 'oracle_fusion_sales_update_opportunity_revenue', + 'oracle_fusion_sales_update_opportunity_team_member', + ], + }, + }, + items: { + type: 'json', + description: + 'One page of documented Sales records or duplicate candidates; use the selected tool schema for fields', + condition: { + field: 'operation', + value: [ + 'oracle_fusion_sales_find_duplicate_accounts', + 'oracle_fusion_sales_find_duplicate_contacts', + 'oracle_fusion_sales_list_accounts', + 'oracle_fusion_sales_list_activities', + 'oracle_fusion_sales_list_activity_assignees', + 'oracle_fusion_sales_list_activity_contacts', + 'oracle_fusion_sales_list_contacts', + 'oracle_fusion_sales_list_leads', + 'oracle_fusion_sales_list_opportunities', + 'oracle_fusion_sales_list_opportunity_contacts', + 'oracle_fusion_sales_list_opportunity_revenue', + 'oracle_fusion_sales_list_opportunity_team', + 'oracle_fusion_sales_list_sales_resources', + ], + }, + }, + result: { + type: 'string', + description: 'Oracle action status string; inspect for success or failure', + condition: { + field: 'operation', + value: [ + 'oracle_fusion_sales_accept_lead', + 'oracle_fusion_sales_assign_account', + 'oracle_fusion_sales_assign_lead', + 'oracle_fusion_sales_assign_opportunity', + 'oracle_fusion_sales_convert_lead', + 'oracle_fusion_sales_reject_lead', + ], + }, + }, + deleted: { + type: 'boolean', + description: 'Oracle completed the delete request', + condition: { + field: 'operation', + value: [ + 'oracle_fusion_sales_delete_account', + 'oracle_fusion_sales_delete_activity', + 'oracle_fusion_sales_delete_contact', + 'oracle_fusion_sales_delete_lead', + 'oracle_fusion_sales_delete_opportunity', + 'oracle_fusion_sales_delete_opportunity_revenue', + 'oracle_fusion_sales_remove_activity_assignee', + 'oracle_fusion_sales_remove_activity_contact', + 'oracle_fusion_sales_remove_opportunity_contact', + 'oracle_fusion_sales_remove_opportunity_team_member', + ], + }, + }, + count: { + type: 'number', + description: 'Number of returned records', + condition: { + field: 'operation', + value: [ + 'oracle_fusion_sales_find_duplicate_accounts', + 'oracle_fusion_sales_find_duplicate_contacts', + 'oracle_fusion_sales_list_accounts', + 'oracle_fusion_sales_list_activities', + 'oracle_fusion_sales_list_activity_assignees', + 'oracle_fusion_sales_list_activity_contacts', + 'oracle_fusion_sales_list_contacts', + 'oracle_fusion_sales_list_leads', + 'oracle_fusion_sales_list_opportunities', + 'oracle_fusion_sales_list_opportunity_contacts', + 'oracle_fusion_sales_list_opportunity_revenue', + 'oracle_fusion_sales_list_opportunity_team', + 'oracle_fusion_sales_list_sales_resources', + ], + }, + }, + hasMore: { + type: 'boolean', + description: 'Whether another page is available', + condition: { + field: 'operation', + value: [ + 'oracle_fusion_sales_list_accounts', + 'oracle_fusion_sales_list_activities', + 'oracle_fusion_sales_list_activity_assignees', + 'oracle_fusion_sales_list_activity_contacts', + 'oracle_fusion_sales_list_contacts', + 'oracle_fusion_sales_list_leads', + 'oracle_fusion_sales_list_opportunities', + 'oracle_fusion_sales_list_opportunity_contacts', + 'oracle_fusion_sales_list_opportunity_revenue', + 'oracle_fusion_sales_list_opportunity_team', + 'oracle_fusion_sales_list_sales_resources', + ], + }, + }, + limit: { + type: 'number', + description: 'Page size reported by Oracle', + condition: { + field: 'operation', + value: [ + 'oracle_fusion_sales_list_accounts', + 'oracle_fusion_sales_list_activities', + 'oracle_fusion_sales_list_activity_assignees', + 'oracle_fusion_sales_list_activity_contacts', + 'oracle_fusion_sales_list_contacts', + 'oracle_fusion_sales_list_leads', + 'oracle_fusion_sales_list_opportunities', + 'oracle_fusion_sales_list_opportunity_contacts', + 'oracle_fusion_sales_list_opportunity_revenue', + 'oracle_fusion_sales_list_opportunity_team', + 'oracle_fusion_sales_list_sales_resources', + ], + }, + }, + offset: { + type: 'number', + description: 'Offset reported by Oracle', + condition: { + field: 'operation', + value: [ + 'oracle_fusion_sales_list_accounts', + 'oracle_fusion_sales_list_activities', + 'oracle_fusion_sales_list_activity_assignees', + 'oracle_fusion_sales_list_activity_contacts', + 'oracle_fusion_sales_list_contacts', + 'oracle_fusion_sales_list_leads', + 'oracle_fusion_sales_list_opportunities', + 'oracle_fusion_sales_list_opportunity_contacts', + 'oracle_fusion_sales_list_opportunity_revenue', + 'oracle_fusion_sales_list_opportunity_team', + 'oracle_fusion_sales_list_sales_resources', + ], + }, + }, + totalResults: { + type: 'number', + description: 'Estimated total when requested and available', + condition: { + field: 'operation', + value: [ + 'oracle_fusion_sales_list_accounts', + 'oracle_fusion_sales_list_activities', + 'oracle_fusion_sales_list_activity_assignees', + 'oracle_fusion_sales_list_activity_contacts', + 'oracle_fusion_sales_list_contacts', + 'oracle_fusion_sales_list_leads', + 'oracle_fusion_sales_list_opportunities', + 'oracle_fusion_sales_list_opportunity_contacts', + 'oracle_fusion_sales_list_opportunity_revenue', + 'oracle_fusion_sales_list_opportunity_team', + 'oracle_fusion_sales_list_sales_resources', + ], + }, + }, + nextOffset: { + type: 'number', + description: 'Next offset, returned only when hasMore is true', + condition: { + field: 'operation', + value: [ + 'oracle_fusion_sales_list_accounts', + 'oracle_fusion_sales_list_activities', + 'oracle_fusion_sales_list_activity_assignees', + 'oracle_fusion_sales_list_activity_contacts', + 'oracle_fusion_sales_list_contacts', + 'oracle_fusion_sales_list_leads', + 'oracle_fusion_sales_list_opportunities', + 'oracle_fusion_sales_list_opportunity_contacts', + 'oracle_fusion_sales_list_opportunity_revenue', + 'oracle_fusion_sales_list_opportunity_team', + 'oracle_fusion_sales_list_sales_resources', + ], + }, + }, + }, +} + +export const OracleFusionSalesBlockMeta = { + tags: ['sales-engagement', 'automation'], + url: 'https://www.oracle.com/cx/sales/', + templates: [ + { + icon: NetSuiteIcon, + title: 'Review the sales pipeline', + prompt: + 'Build a scheduled workflow that lists one page of Oracle Fusion Sales opportunities with an explicit MyOpportunitiesFinder scope, writes name, stage, revenue, and close date into a table, and reports whether another page remains.', + modules: ['workflows', 'tables', 'scheduled'], + category: 'sales', + tags: ['sales', 'crm', 'automation'], + }, + { + icon: NetSuiteIcon, + title: 'Qualify inbound leads', + prompt: + 'Build a workflow that creates an Oracle Fusion Sales lead from an approved inbound submission, runs assignment, reads the resulting lead, and creates a follow-up task for its owner. Preserve both LeadId and the opaque resourceKey.', + modules: ['workflows', 'tables', 'scheduled'], + category: 'sales', + tags: ['sales', 'crm', 'automation'], + }, + { + icon: NetSuiteIcon, + title: 'Check account duplicates', + prompt: + 'Build a workflow that runs Oracle Fusion Sales duplicate-account matching before creating an account, presents any candidates for human review, and creates the account only when approved. Do not merge records automatically.', + modules: ['workflows', 'tables', 'scheduled'], + category: 'sales', + tags: ['sales', 'crm', 'automation'], + }, + { + icon: NetSuiteIcon, + title: 'Keep sales contacts current', + prompt: + 'Build a workflow that lists Oracle Fusion Sales contacts changed since a supplied timestamp, compares their email and account association with approved source data, and updates only the requested fields.', + modules: ['workflows', 'tables', 'scheduled'], + category: 'sales', + tags: ['sales', 'crm', 'automation'], + }, + { + icon: NetSuiteIcon, + title: 'Schedule an opportunity meeting', + prompt: + 'Build a workflow that reads an Oracle Fusion Sales opportunity, creates an appointment with explicit start and end times, and adds approved sales resources and contacts to the activity.', + modules: ['workflows', 'tables', 'scheduled'], + category: 'sales', + tags: ['sales', 'crm', 'automation'], + }, + { + icon: NetSuiteIcon, + title: 'Log customer call reports', + prompt: + 'Build a workflow that accepts an approved customer-call summary, creates an Oracle Fusion Sales call report linked to the account and opportunity, records the meeting minutes, and creates a separate follow-up task.', + modules: ['workflows', 'tables', 'scheduled'], + category: 'sales', + tags: ['sales', 'crm', 'automation'], + }, + { + icon: NetSuiteIcon, + title: 'Maintain opportunity revenue', + prompt: + 'Build a workflow that lists an Oracle Fusion Sales opportunity’s revenue lines, adds approved product-group or inventory-product lines, and updates the quantity and unit price of a selected line using its returned opaque resourceKey.', + modules: ['workflows', 'tables', 'scheduled'], + category: 'sales', + tags: ['sales', 'crm', 'automation'], + }, + { + icon: NetSuiteIcon, + title: 'Review opportunity team access', + prompt: + 'Build a workflow that lists the Oracle Fusion Sales opportunity team, compares it with approved resource owners and access levels, and updates or removes only explicitly selected memberships.', + modules: ['workflows', 'tables', 'scheduled'], + category: 'sales', + tags: ['sales', 'crm', 'automation'], + }, + ], + skills: [ + { + name: 'find-sales-records', + description: 'Find Sales records with exact identifiers and bounded pagination.', + content: + '# Find Sales Records\n\n## Steps\n\n1. Choose the matching list tool and a documented q or finder filter. Opportunity defaults can restrict owner, status, and close period; select the intended MyOpportunitiesFinder scope explicitly.\n2. Read one page at a time; preserve hasMore and nextOffset.\n3. Use public PartyNumber, OptyNumber, and ActivityNumber for those detail tools. Use the returned resourceKey for lead and opaque child detail operations, never the numeric business ID.\n\n## Output and guidance\n\nUse items and pagination outputs as one bounded page; detail operations return record. Treat decimal JSON strings as exact values and do not coerce IDs through Number.\n\nSource: https://docs.oracle.com/en/cloud/saas/sales/faaps/op-opportunities-get.html', + }, + { + name: 'qualify-and-convert-leads', + description: 'Apply assignment, acceptance, rejection, and conversion deliberately.', + content: + '# Qualify and Convert Leads\n\n## Steps\n\n1. List and read the lead, preserving LeadId as a string separately from resourceKey.\n2. Run assignment only when the user wants Oracle’s configured assignment process. For a specific owner, update ownerId.\n3. Accept or reject only the intended lead. Rejection reasons are tenant-configured.\n4. Convert an approved lead with Convert Lead. Inspect result; this action does not expose the resulting opportunity identifiers. Do not invent them or automatically retry a mutation with an uncertain outcome.\n\n## Output and guidance\n\nThe action returns result text, not an opportunity identifier. Inspect the business result before continuing and never blindly retry conversion.\n\nSource: https://docs.oracle.com/en/cloud/saas/sales/faaps/op-leads-action-convertleadtoopty-post.html', + }, + { + name: 'manage-sales-activities', + description: 'Schedule meetings, log calls, and track follow-up tasks.', + content: + '# Manage Sales Activities\n\n## Steps\n\n1. Create Task for to-dos, Create Appointment for meetings, or Create Call Report for call history.\n2. Provide start and end times with timezones for appointments and call reports. Descriptions and meeting minutes are plain text for the foundation’s framework-9 client.\n3. Associate only the intended account, lead, opportunity, and primary contact.\n4. Add or remove activity assignees and contacts separately. Preserve each child resourceKey for removal.\n\n## Output and guidance\n\nCreation returns record; relationship creation returns a separate record with its child resourceKey. Delete reports deleted without a response record.\n\nSources: https://docs.oracle.com/en/cloud/saas/sales/faaps/ATTRIB_Activities_Attributes_and_Path_Parameters.html\nhttps://docs.oracle.com/en/cloud/saas/sales/faaps/Set_the_REST_Framework_Version.html', + }, + { + name: 'check-sales-duplicates', + description: 'Review Oracle Data Quality candidates before creating records.', + content: + '# Check Sales Duplicates\n\n## Steps\n\n1. Send Oracle matching field names and string values to Find Duplicate Accounts or Find Duplicate Contacts.\n2. For contacts, include the related account number when appropriate.\n3. Review MatchScore, MatchRule, and candidate identities. These are matching candidates, not an instruction to merge or delete.\n4. Proceed with a create only after the workflow’s approval rules are satisfied.\n\n## Output and guidance\n\nDuplicate actions return candidate items and count. Review candidates under the workflow approval rules; no merge capability is exposed.\n\nSources: https://docs.oracle.com/en/cloud/saas/sales/faaps/op-accounts-action-findduplicates-post.html\nhttps://docs.oracle.com/en/cloud/saas/sales/faaps/op-contacts-action-findduplicates-post.html', + }, + { + name: 'maintain-opportunity-revenue', + description: 'Maintain specific revenue lines without replacing unrelated lines.', + content: + '# Maintain Opportunity Revenue\n\n## Steps\n\n1. List the opportunity’s revenue and preserve resourceKey separately from RevnId.\n2. Create a line using a product group or a paired inventory item and inventory organization.\n3. Update only requested fields on an existing line. Tenant currency, status, and sales-stage configuration remains authoritative.\n4. Delete only explicitly approved lines; no automatic retries after an uncertain mutation result.\n\n## Output and guidance\n\nRevenue and relationship lists return items and hasMore. Preserve the returned child resourceKey for later mutations and numeric values in their documented wire type.\n\nSource: https://docs.oracle.com/en/cloud/saas/sales/faaps/api-opportunities-revenue-items.html', + }, + { + name: 'maintain-opportunity-relationships', + description: 'Manage contacts and sales-team memberships using their own identifiers.', + content: + '# Maintain Opportunity Relationships\n\n## Steps\n\n1. List opportunity contacts or team members before changing a relationship.\n2. Contact membership mutations use OptyConId; team membership mutations use resourceKey, not ResourceId or OptyResourceId.\n3. Add a team resource using the resource PartyId as ownerId and approved tenant access/member-function codes.\n4. Change or remove only the chosen membership, preserving unrelated contacts and owners.\n\n## Output and guidance\n\nChanges return the updated membership record; removals return deleted. Verify the selected resource and intended access before writing.\n\nSources: https://docs.oracle.com/en/cloud/saas/sales/faaps/api-opportunities-opportunity-contacts.html\nhttps://docs.oracle.com/en/cloud/saas/sales/faaps/api-opportunities-opportunity-team-members.html', + }, + ], +} as const satisfies BlockMeta diff --git a/apps/sim/blocks/registry-maps.ts b/apps/sim/blocks/registry-maps.ts index 06ee6083309..6710db6a576 100644 --- a/apps/sim/blocks/registry-maps.ts +++ b/apps/sim/blocks/registry-maps.ts @@ -251,6 +251,10 @@ import { OktaBlock, OktaBlockMeta } from '@/blocks/blocks/okta' import { OneDriveBlock, OneDriveBlockMeta } from '@/blocks/blocks/onedrive' import { OnePasswordBlock, OnePasswordBlockMeta } from '@/blocks/blocks/onepassword' import { OpenAIBlock, OpenAIBlockMeta } from '@/blocks/blocks/openai' +import { + OracleFusionSalesBlock, + OracleFusionSalesBlockMeta, +} from '@/blocks/blocks/oracle_fusion_sales' import { OutlookBlock, OutlookBlockMeta } from '@/blocks/blocks/outlook' import { PagerDutyBlock, PagerDutyBlockMeta } from '@/blocks/blocks/pagerduty' import { ParallelBlock, ParallelBlockMeta } from '@/blocks/blocks/parallel' @@ -584,6 +588,7 @@ export const BLOCK_REGISTRY: Record = { mysql: MySQLBlock, neo4j: Neo4jBlock, netsuite: NetSuiteBlock, + oracle_fusion_sales: OracleFusionSalesBlock, new_relic: NewRelicBlock, note: NoteBlock, notion: NotionBlock, @@ -905,6 +910,7 @@ export const BLOCK_META_REGISTRY: Record = { mysql: MySQLBlockMeta, neo4j: Neo4jBlockMeta, netsuite: NetSuiteBlockMeta, + oracle_fusion_sales: OracleFusionSalesBlockMeta, neverbounce: NeverBounceBlockMeta, new_relic: NewRelicBlockMeta, notion: NotionBlockMeta, diff --git a/apps/sim/lib/copilot/generated/docs-manifest.ts b/apps/sim/lib/copilot/generated/docs-manifest.ts index 3028d71f85a..80841ee159b 100644 --- a/apps/sim/lib/copilot/generated/docs-manifest.ts +++ b/apps/sim/lib/copilot/generated/docs-manifest.ts @@ -243,6 +243,7 @@ export const DOCS_MANIFEST: readonly string[] = [ 'integrations/onedrive.mdx', 'integrations/onepassword.mdx', 'integrations/openai.mdx', + 'integrations/oracle_fusion_sales.mdx', 'integrations/outlook.mdx', 'integrations/pagerduty.mdx', 'integrations/parallel_ai.mdx', diff --git a/apps/sim/lib/integrations/credential-display.test.ts b/apps/sim/lib/integrations/credential-display.test.ts index f73da60137f..01eb21d6e48 100644 --- a/apps/sim/lib/integrations/credential-display.test.ts +++ b/apps/sim/lib/integrations/credential-display.test.ts @@ -68,6 +68,7 @@ const EXPECTED_COVERAGE: Record = { // NetSuite remains an API-key catalog integration, like Snowflake, while its // block uses the shared reusable-credential selector. 'netsuite-service-account': [], + 'oracle-fusion-service-account': [], 'pipedrive-service-account': ['pipedrive'], 'salesforce-service-account': ['salesforce'], 'shopify-service-account': ['shopify'], @@ -100,6 +101,22 @@ const serviceAccount = (providerId: string) => ({ }) describe('service-account coverage', () => { + it('offers Fusion Sales reusable credentials with API-key catalog classification', () => { + const integration = INTEGRATIONS.find((entry) => entry.type === 'oracle_fusion_sales') + expect(integration?.authType).toBe('api-key') + expect(OAUTH_PROVIDERS.oracle_fusion_sales.services.oracle_fusion_sales).toMatchObject({ + providerId: 'oracle_fusion_sales', + serviceAccountProviderId: 'oracle-fusion-service-account', + authType: 'service_account', + }) + expect( + credentialProviderMatchesService( + 'oracle-fusion-service-account', + OAUTH_PROVIDERS.oracle_fusion_sales.services.oracle_fusion_sales + ) + ).toBe(true) + }) + it('exposes NetSuite reusable credentials without changing its API-key catalog class', () => { const netSuiteIntegration = INTEGRATIONS.find((integration) => integration.type === 'netsuite') expect(netSuiteIntegration?.authType).toBe('api-key') diff --git a/apps/sim/lib/integrations/icon-mapping.ts b/apps/sim/lib/integrations/icon-mapping.ts index 1927f934f5f..110044c5993 100644 --- a/apps/sim/lib/integrations/icon-mapping.ts +++ b/apps/sim/lib/integrations/icon-mapping.ts @@ -462,6 +462,7 @@ export const blockTypeToIconMap: Record = { okta: OktaIcon, onedrive: MicrosoftOneDriveIcon, onepassword: OnePasswordIcon, + oracle_fusion_sales: NetSuiteIcon, outlook: OutlookIcon, pagerduty: PagerDutyIcon, parallel_ai: ParallelIcon, diff --git a/apps/sim/lib/internal/oracle-fusion-sales/execute-tool.test.ts b/apps/sim/lib/internal/oracle-fusion-sales/execute-tool.test.ts new file mode 100644 index 00000000000..c6c6bde333e --- /dev/null +++ b/apps/sim/lib/internal/oracle-fusion-sales/execute-tool.test.ts @@ -0,0 +1,113 @@ +/** + * @vitest-environment node + */ +import { beforeEach, describe, expect, it, vi } from 'vitest' + +const mocks = vi.hoisted(() => ({ json: vi.fn(), empty: vi.fn() })) +vi.mock('@/lib/internal/oracle-fusion/client', () => ({ + requestOracleFusionJson: mocks.json, + requestOracleFusionEmpty: mocks.empty, +})) + +import { OracleFusionProviderError } from '@/lib/internal/oracle-fusion/errors' +import { executeOracleFusionSalesTool } from '@/lib/internal/oracle-fusion-sales/execute-tool' + +const AUTH = { + oauthCredential: 'credential-1', + accessToken: 'test-token', + instanceUrl: 'https://vision.fa.us2.oraclecloud.com', +} + +function call(toolId: string, params: Record = {}, signal?: AbortSignal) { + return executeOracleFusionSalesTool({ + toolId, + input: { ...AUTH, ...params }, + headers: new Headers(), + context: { workflowId: 'workflow-1', workspaceId: 'workspace-1', userId: 'user-1' }, + requestId: 'request-1', + signal, + }) +} + +describe('Oracle Fusion Sales internal handler', () => { + beforeEach(() => vi.clearAllMocks()) + + it('rejects invalid required inputs before provider requests', async () => { + const response = await call('oracle_fusion_sales_create_account') + expect(response.status).toBe(400) + expect(await response.json()).toMatchObject({ success: false, retryable: false }) + expect(mocks.json).not.toHaveBeenCalled() + expect(mocks.empty).not.toHaveBeenCalled() + }) + + it('returns documented action results without asserting business success', async () => { + mocks.json.mockResolvedValue({ result: 'Failure' }) + const response = await call('oracle_fusion_sales_accept_lead', { leadId: '123' }) + expect(response.status).toBe(200) + expect(await response.json()).toEqual({ success: true, output: { result: 'Failure' } }) + }) + + it('uses the empty-body contract for deletes', async () => { + mocks.empty.mockResolvedValue(undefined) + const response = await call('oracle_fusion_sales_delete_account', { accountNumber: 'A001' }) + expect(await response.json()).toEqual({ success: true, output: { deleted: true } }) + expect(mocks.json).not.toHaveBeenCalled() + }) + + it.each([401, 403, 404, 429, 503])('preserves safe provider status %s', async (status) => { + mocks.json.mockRejectedValue( + new OracleFusionProviderError('Oracle Fusion denied this request', status) + ) + const response = await call('oracle_fusion_sales_accept_lead', { leadId: '123' }) + expect(response.status).toBe(status) + expect(await response.json()).toEqual({ + success: false, + error: 'Oracle Fusion denied this request', + retryable: false, + }) + }) + + it('does not disclose unexpected provider or credential errors', async () => { + mocks.json.mockRejectedValue(new Error('private-provider-canary')) + const response = await call('oracle_fusion_sales_accept_lead', { leadId: '123' }) + expect(response.status).toBe(500) + expect(await response.text()).not.toContain('private-provider-canary') + }) + + it('rejects malformed action output', async () => { + mocks.json.mockResolvedValue({ result: { OptyId: 123 } }) + const response = await call('oracle_fusion_sales_convert_lead', { leadId: '123' }) + expect(response.status).toBe(502) + expect(await response.json()).toMatchObject({ success: false }) + }) + + it('preserves cancellation before and during provider execution', async () => { + const controller = new AbortController() + const reason = new DOMException('Cancelled', 'AbortError') + controller.abort(reason) + await expect(call('oracle_fusion_sales_list_accounts', {}, controller.signal)).rejects.toBe( + reason + ) + expect(mocks.json).not.toHaveBeenCalled() + + const pending = new AbortController() + mocks.json.mockImplementation(async () => { + pending.abort(reason) + return { result: 'Successful' } + }) + await expect( + call('oracle_fusion_sales_accept_lead', { leadId: '123' }, pending.signal) + ).rejects.toBe(reason) + expect(mocks.json.mock.calls[0][2]).toBe(pending.signal) + }) + + it('does not dispatch unrelated or inherited object property names', async () => { + for (const toolId of [ + 'oracle_fusion_service_list_accounts', + 'oracle_fusion_sales_constructor', + ]) { + expect((await call(toolId)).status).toBe(500) + } + expect(mocks.json).not.toHaveBeenCalled() + }) +}) diff --git a/apps/sim/lib/internal/oracle-fusion-sales/execute-tool.ts b/apps/sim/lib/internal/oracle-fusion-sales/execute-tool.ts new file mode 100644 index 00000000000..20e6329b758 --- /dev/null +++ b/apps/sim/lib/internal/oracle-fusion-sales/execute-tool.ts @@ -0,0 +1,55 @@ +import { z } from 'zod' +import { OracleFusionProviderError } from '@/lib/internal/oracle-fusion/errors' +import { executeOracleFusionSalesOperation } from '@/lib/internal/oracle-fusion-sales/operations' +import type { InternalToolOperationHandler } from '@/lib/internal/tool-operations/types' +import { + getOracleFusionSalesOperation, + ORACLE_FUSION_SALES_OPERATIONS, +} from '@/tools/oracle_fusion_sales/shared' + +export const executeOracleFusionSalesTool: InternalToolOperationHandler = async ({ + toolId, + input, + signal, +}) => { + signal?.throwIfAborted() + const prefix = 'oracle_fusion_sales_' + const name = toolId.startsWith(prefix) ? toolId.slice(prefix.length) : '' + if (!Object.hasOwn(ORACLE_FUSION_SALES_OPERATIONS, name)) { + return Response.json( + { success: false, error: 'Unsupported Oracle Fusion Sales tool' }, + { status: 500 } + ) + } + const operation = getOracleFusionSalesOperation(name) + const retryable = operation.kind === 'list' || operation.kind === 'get' + try { + const result = await executeOracleFusionSalesOperation(name, input, signal) + signal?.throwIfAborted() + return Response.json(result) + } catch (error) { + signal?.throwIfAborted() + if (error instanceof z.ZodError) { + return Response.json( + { + success: false, + error: error.issues + .map((issue) => `${issue.path.join('.')}: ${issue.message}`) + .join('; '), + retryable: false, + }, + { status: 400 } + ) + } + if (error instanceof OracleFusionProviderError) { + return Response.json( + { success: false, error: error.message, retryable }, + { status: error.status } + ) + } + return Response.json( + { success: false, error: 'Oracle Fusion Sales request failed', retryable }, + { status: 500 } + ) + } +} diff --git a/apps/sim/lib/internal/oracle-fusion-sales/operations.test.ts b/apps/sim/lib/internal/oracle-fusion-sales/operations.test.ts new file mode 100644 index 00000000000..eb2a863a5dd --- /dev/null +++ b/apps/sim/lib/internal/oracle-fusion-sales/operations.test.ts @@ -0,0 +1,927 @@ +/** + * @vitest-environment node + */ +import { beforeEach, describe, expect, it, vi } from 'vitest' + +const mocks = vi.hoisted(() => ({ json: vi.fn(), empty: vi.fn() })) +vi.mock('@/lib/internal/oracle-fusion/client', () => ({ + requestOracleFusionJson: mocks.json, + requestOracleFusionEmpty: mocks.empty, +})) + +import type { OracleFusionRequest } from '@/lib/internal/oracle-fusion/client' +import { serializeOracleFusionJsonBody } from '@/lib/internal/oracle-fusion/request-body' +import { + executeOracleFusionSalesOperation, + listOracleFusionSalesRecords, +} from '@/lib/internal/oracle-fusion-sales/operations' + +const ORIGIN = 'https://vision.fa.us2.oraclecloud.com' +const ROOT = `${ORIGIN}/crmRestApi/resources/11.13.18.05` +const AUTH = { + oauthCredential: 'credential-1', + accessToken: 'test-token', + instanceUrl: ORIGIN, +} + +const RECORDS: Record> = { + account: { PartyId: 123, PartyNumber: 'A001', OrganizationName: 'Example' }, + contact: { PartyId: 123, PartyNumber: 'C001', ContactName: 'Ada Example' }, + lead: { LeadId: 123, LeadNumber: 'L001', Name: 'Inbound' }, + opportunity: { OptyId: 123, OptyNumber: 'O001', Name: 'Renewal' }, + activity: { ActivityId: 123, ActivityNumber: 'ACT001', Subject: 'Follow-up' }, + resource: { PartyId: 123, PartyNumber: 'R001', PartyName: 'Sales Owner' }, + opportunityContact: { OptyConId: 123, OptyId: 456, OptyNumber: 'O001', PERPartyId: 789 }, + revenue: { + RevnId: 123, + RevnNumber: 'REV001', + OptyNumber: 'O001', + Quantity: 2, + UnitPrice: 100, + RevnAmount: 200, + }, + teamMember: { OptyResourceId: 123, OptyNumber: 'O001', ResourceId: 456, PartyName: 'Owner' }, + assignee: { ActivityAssigneeId: 123, AssigneeId: 456, ActyActivityNumber: 'ACT001' }, + activityContact: { ActivityContactId: 123, ContactId: 456, ActyActivityNumber: 'ACT001' }, +} + +// Each row is the published CRM 11.13.18.05 endpoint contract, independent of runtime metadata. +const REQUESTS: Array<{ + operation: string + input: Record + method: string + path: string + body?: Record + entity: string + collection: string + key: string + kind: string +}> = [ + { + operation: 'accept_lead', + input: { leadId: '123' }, + method: 'POST', + path: 'leads/action/acceptLead', + body: { leadId: 123 }, + entity: 'lead', + collection: 'leads', + key: 'LEAD-OPAQUE', + kind: 'action', + }, + { + operation: 'add_activity_assignee', + input: { activityNumber: 'ACT001', ownerId: '123' }, + method: 'POST', + path: 'activities/ACT001/child/ActivityAssignee', + body: { AssigneeId: 123 }, + entity: 'assignee', + collection: 'activities/ACT001/child/ActivityAssignee', + key: 'ASSIGNEE-OPAQUE', + kind: 'create', + }, + { + operation: 'add_activity_contact', + input: { activityNumber: 'ACT001', contactId: '123' }, + method: 'POST', + path: 'activities/ACT001/child/ActivityContact', + body: { ContactId: 123 }, + entity: 'activityContact', + collection: 'activities/ACT001/child/ActivityContact', + key: 'CONTACT-OPAQUE', + kind: 'create', + }, + { + operation: 'add_opportunity_contact', + input: { opportunityNumber: 'O001', contactId: '123' }, + method: 'POST', + path: 'opportunities/O001/child/OpportunityContact', + body: { PERPartyId: 123 }, + entity: 'opportunityContact', + collection: 'opportunities/O001/child/OpportunityContact', + key: '123', + kind: 'create', + }, + { + operation: 'add_opportunity_team_member', + input: { opportunityNumber: 'O001', ownerId: '123' }, + method: 'POST', + path: 'opportunities/O001/child/OpportunityResource', + body: { ResourceId: 123 }, + entity: 'teamMember', + collection: 'opportunities/O001/child/OpportunityResource', + key: 'TEAM-OPAQUE', + kind: 'create', + }, + { + operation: 'assign_account', + input: { accountNumber: 'A001' }, + method: 'POST', + path: 'accounts/action/runAssignment', + body: { partyNumber: 'A001' }, + entity: 'account', + collection: 'accounts', + key: 'A001', + kind: 'action', + }, + { + operation: 'assign_lead', + input: { leadId: '123' }, + method: 'POST', + path: 'leads/action/runAssignment', + body: { leadId: 123 }, + entity: 'lead', + collection: 'leads', + key: 'LEAD-OPAQUE', + kind: 'action', + }, + { + operation: 'assign_opportunity', + input: { opportunityNumber: 'O001' }, + method: 'POST', + path: 'opportunities/action/assignOpportunity', + body: { optyNumber: 'O001' }, + entity: 'opportunity', + collection: 'opportunities', + key: 'O001', + kind: 'action', + }, + { + operation: 'convert_lead', + input: { leadId: '123', opportunityName: 'Qualified', opportunityOwnerNumber: 'R001' }, + method: 'POST', + path: 'leads/action/convertLeadToOpty', + body: { leadId: 123, opportunityName: 'Qualified', opportunityOwnerNumber: 'R001' }, + entity: 'lead', + collection: 'leads', + key: 'LEAD-OPAQUE', + kind: 'action', + }, + { + operation: 'create_account', + input: { organizationName: 'Example' }, + method: 'POST', + path: 'accounts', + body: { OrganizationName: 'Example' }, + entity: 'account', + collection: 'accounts', + key: 'A001', + kind: 'create', + }, + { + operation: 'create_appointment', + input: { + subject: 'Example', + startDateTime: '2026-09-01T12:00:00Z', + endDateTime: '2026-09-01T13:00:00Z', + description: 'Plain description', + meetingMinutes: 'Agreed next steps', + }, + method: 'POST', + path: 'activities', + body: { + Subject: 'Example', + ActivityDescription: 'Plain description', + ActivityMtgMinutes: 'Agreed next steps', + ActivityStartDate: '2026-09-01T12:00:00Z', + ActivityEndDate: '2026-09-01T13:00:00Z', + ActivityFunctionCode: 'APPOINTMENT', + }, + entity: 'activity', + collection: 'activities', + key: 'ACT001', + kind: 'create', + }, + { + operation: 'create_call_report', + input: { + subject: 'Example', + startDateTime: '2026-09-01T12:00:00Z', + endDateTime: '2026-09-01T13:00:00Z', + description: 'Plain description', + meetingMinutes: 'Agreed next steps', + }, + method: 'POST', + path: 'activities', + body: { + Subject: 'Example', + ActivityDescription: 'Plain description', + ActivityMtgMinutes: 'Agreed next steps', + ActivityStartDate: '2026-09-01T12:00:00Z', + ActivityEndDate: '2026-09-01T13:00:00Z', + ActivityFunctionCode: 'CALLREPORT', + }, + entity: 'activity', + collection: 'activities', + key: 'ACT001', + kind: 'create', + }, + { + operation: 'create_contact', + input: { lastName: 'Example' }, + method: 'POST', + path: 'contacts', + body: { LastName: 'Example' }, + entity: 'contact', + collection: 'contacts', + key: 'C001', + kind: 'create', + }, + { + operation: 'create_lead', + input: { name: 'Example' }, + method: 'POST', + path: 'leads', + body: { Name: 'Example' }, + entity: 'lead', + collection: 'leads', + key: 'LEAD-OPAQUE', + kind: 'create', + }, + { + operation: 'create_opportunity', + input: { name: 'Example' }, + method: 'POST', + path: 'opportunities', + body: { Name: 'Example' }, + entity: 'opportunity', + collection: 'opportunities', + key: 'O001', + kind: 'create', + }, + { + operation: 'create_opportunity_revenue', + input: { opportunityNumber: 'O001', productGroupId: '123', quantity: 2, unitPrice: 100 }, + method: 'POST', + path: 'opportunities/O001/child/ChildRevenue', + body: { ProdGroupId: 123, Quantity: 2, UnitPrice: 100 }, + entity: 'revenue', + collection: 'opportunities/O001/child/ChildRevenue', + key: 'REVENUE-OPAQUE', + kind: 'create', + }, + { + operation: 'create_task', + input: { + subject: 'Example', + description: 'Plain description', + meetingMinutes: 'Agreed next steps', + }, + method: 'POST', + path: 'activities', + body: { + Subject: 'Example', + ActivityDescription: 'Plain description', + ActivityMtgMinutes: 'Agreed next steps', + ActivityFunctionCode: 'TASK', + }, + entity: 'activity', + collection: 'activities', + key: 'ACT001', + kind: 'create', + }, + { + operation: 'delete_account', + input: { accountNumber: 'A001' }, + method: 'DELETE', + path: 'accounts/A001', + entity: 'account', + collection: 'accounts', + key: 'A001', + kind: 'delete', + }, + { + operation: 'delete_activity', + input: { activityNumber: 'ACT001' }, + method: 'DELETE', + path: 'activities/ACT001', + entity: 'activity', + collection: 'activities', + key: 'ACT001', + kind: 'delete', + }, + { + operation: 'delete_contact', + input: { contactNumber: 'C001' }, + method: 'DELETE', + path: 'contacts/C001', + entity: 'contact', + collection: 'contacts', + key: 'C001', + kind: 'delete', + }, + { + operation: 'delete_lead', + input: { leadKey: 'LEAD-OPAQUE' }, + method: 'DELETE', + path: 'leads/LEAD-OPAQUE', + entity: 'lead', + collection: 'leads', + key: 'LEAD-OPAQUE', + kind: 'delete', + }, + { + operation: 'delete_opportunity', + input: { opportunityNumber: 'O001' }, + method: 'DELETE', + path: 'opportunities/O001', + entity: 'opportunity', + collection: 'opportunities', + key: 'O001', + kind: 'delete', + }, + { + operation: 'delete_opportunity_revenue', + input: { opportunityNumber: 'O001', revenueKey: 'REVENUE-OPAQUE' }, + method: 'DELETE', + path: 'opportunities/O001/child/ChildRevenue/REVENUE-OPAQUE', + entity: 'revenue', + collection: 'opportunities/O001/child/ChildRevenue', + key: 'REVENUE-OPAQUE', + kind: 'delete', + }, + { + operation: 'find_duplicate_accounts', + input: { matchingFields: { OrganizationName: 'Example' } }, + method: 'POST', + path: 'accounts/action/findDuplicates', + body: { account: { OrganizationName: 'Example' } }, + entity: 'account', + collection: 'accounts', + key: 'A001', + kind: 'duplicates', + }, + { + operation: 'find_duplicate_contacts', + input: { matchingFields: { LastName: 'Example' }, accountNumber: 'A001' }, + method: 'POST', + path: 'contacts/action/findDuplicates', + body: { contact: { LastName: 'Example' }, accountPartyNumber: 'A001' }, + entity: 'contact', + collection: 'contacts', + key: 'C001', + kind: 'duplicates', + }, + { + operation: 'get_account', + input: { accountNumber: 'A001' }, + method: 'GET', + path: 'accounts/A001', + entity: 'account', + collection: 'accounts', + key: 'A001', + kind: 'get', + }, + { + operation: 'get_activity', + input: { activityNumber: 'ACT001' }, + method: 'GET', + path: 'activities/ACT001', + entity: 'activity', + collection: 'activities', + key: 'ACT001', + kind: 'get', + }, + { + operation: 'get_contact', + input: { contactNumber: 'C001' }, + method: 'GET', + path: 'contacts/C001', + entity: 'contact', + collection: 'contacts', + key: 'C001', + kind: 'get', + }, + { + operation: 'get_lead', + input: { leadKey: 'LEAD-OPAQUE' }, + method: 'GET', + path: 'leads/LEAD-OPAQUE', + entity: 'lead', + collection: 'leads', + key: 'LEAD-OPAQUE', + kind: 'get', + }, + { + operation: 'get_opportunity', + input: { opportunityNumber: 'O001' }, + method: 'GET', + path: 'opportunities/O001', + entity: 'opportunity', + collection: 'opportunities', + key: 'O001', + kind: 'get', + }, + { + operation: 'get_sales_resource', + input: { resourceNumber: 'R001' }, + method: 'GET', + path: 'resources/R001', + entity: 'resource', + collection: 'resources', + key: 'R001', + kind: 'get', + }, + { + operation: 'list_accounts', + input: { limit: 25, offset: 0 }, + method: 'GET', + path: 'accounts', + entity: 'account', + collection: 'accounts', + key: 'A001', + kind: 'list', + }, + { + operation: 'list_activities', + input: { limit: 25, offset: 0 }, + method: 'GET', + path: 'activities', + entity: 'activity', + collection: 'activities', + key: 'ACT001', + kind: 'list', + }, + { + operation: 'list_activity_assignees', + input: { activityNumber: 'ACT001', limit: 25, offset: 0 }, + method: 'GET', + path: 'activities/ACT001/child/ActivityAssignee', + entity: 'assignee', + collection: 'activities/ACT001/child/ActivityAssignee', + key: 'ASSIGNEE-OPAQUE', + kind: 'list', + }, + { + operation: 'list_activity_contacts', + input: { activityNumber: 'ACT001', limit: 25, offset: 0 }, + method: 'GET', + path: 'activities/ACT001/child/ActivityContact', + entity: 'activityContact', + collection: 'activities/ACT001/child/ActivityContact', + key: 'CONTACT-OPAQUE', + kind: 'list', + }, + { + operation: 'list_contacts', + input: { limit: 25, offset: 0 }, + method: 'GET', + path: 'contacts', + entity: 'contact', + collection: 'contacts', + key: 'C001', + kind: 'list', + }, + { + operation: 'list_leads', + input: { limit: 25, offset: 0 }, + method: 'GET', + path: 'leads', + entity: 'lead', + collection: 'leads', + key: 'LEAD-OPAQUE', + kind: 'list', + }, + { + operation: 'list_opportunities', + input: { limit: 25, offset: 0 }, + method: 'GET', + path: 'opportunities', + entity: 'opportunity', + collection: 'opportunities', + key: 'O001', + kind: 'list', + }, + { + operation: 'list_opportunity_contacts', + input: { opportunityNumber: 'O001', limit: 25, offset: 0 }, + method: 'GET', + path: 'opportunities/O001/child/OpportunityContact', + entity: 'opportunityContact', + collection: 'opportunities/O001/child/OpportunityContact', + key: '123', + kind: 'list', + }, + { + operation: 'list_opportunity_revenue', + input: { opportunityNumber: 'O001', limit: 25, offset: 0 }, + method: 'GET', + path: 'opportunities/O001/child/ChildRevenue', + entity: 'revenue', + collection: 'opportunities/O001/child/ChildRevenue', + key: 'REVENUE-OPAQUE', + kind: 'list', + }, + { + operation: 'list_opportunity_team', + input: { opportunityNumber: 'O001', limit: 25, offset: 0 }, + method: 'GET', + path: 'opportunities/O001/child/OpportunityResource', + entity: 'teamMember', + collection: 'opportunities/O001/child/OpportunityResource', + key: 'TEAM-OPAQUE', + kind: 'list', + }, + { + operation: 'list_sales_resources', + input: { limit: 25, offset: 0 }, + method: 'GET', + path: 'resources', + entity: 'resource', + collection: 'resources', + key: 'R001', + kind: 'list', + }, + { + operation: 'reject_lead', + input: { leadId: '123', reason: 'TENANT_REASON', comments: 'Reviewed' }, + method: 'POST', + path: 'leads/action/rejectLead', + body: { leadId: 123, reason: 'TENANT_REASON', comments: 'Reviewed' }, + entity: 'lead', + collection: 'leads', + key: 'LEAD-OPAQUE', + kind: 'action', + }, + { + operation: 'remove_activity_assignee', + input: { activityNumber: 'ACT001', assigneeKey: 'ASSIGNEE-OPAQUE' }, + method: 'DELETE', + path: 'activities/ACT001/child/ActivityAssignee/ASSIGNEE-OPAQUE', + entity: 'assignee', + collection: 'activities/ACT001/child/ActivityAssignee', + key: 'ASSIGNEE-OPAQUE', + kind: 'delete', + }, + { + operation: 'remove_activity_contact', + input: { activityNumber: 'ACT001', activityContactKey: 'CONTACT-OPAQUE' }, + method: 'DELETE', + path: 'activities/ACT001/child/ActivityContact/CONTACT-OPAQUE', + entity: 'activityContact', + collection: 'activities/ACT001/child/ActivityContact', + key: 'CONTACT-OPAQUE', + kind: 'delete', + }, + { + operation: 'remove_opportunity_contact', + input: { opportunityNumber: 'O001', opportunityContactId: '123' }, + method: 'DELETE', + path: 'opportunities/O001/child/OpportunityContact/123', + entity: 'opportunityContact', + collection: 'opportunities/O001/child/OpportunityContact', + key: '123', + kind: 'delete', + }, + { + operation: 'remove_opportunity_team_member', + input: { opportunityNumber: 'O001', teamMemberKey: 'TEAM-OPAQUE' }, + method: 'DELETE', + path: 'opportunities/O001/child/OpportunityResource/TEAM-OPAQUE', + entity: 'teamMember', + collection: 'opportunities/O001/child/OpportunityResource', + key: 'TEAM-OPAQUE', + kind: 'delete', + }, + { + operation: 'update_account', + input: { accountNumber: 'A001', organizationName: 'Updated' }, + method: 'PATCH', + path: 'accounts/A001', + body: { OrganizationName: 'Updated' }, + entity: 'account', + collection: 'accounts', + key: 'A001', + kind: 'update', + }, + { + operation: 'update_activity', + input: { activityNumber: 'ACT001', subject: 'Updated' }, + method: 'PATCH', + path: 'activities/ACT001', + body: { Subject: 'Updated' }, + entity: 'activity', + collection: 'activities', + key: 'ACT001', + kind: 'update', + }, + { + operation: 'update_contact', + input: { contactNumber: 'C001', firstName: 'Updated' }, + method: 'PATCH', + path: 'contacts/C001', + body: { FirstName: 'Updated' }, + entity: 'contact', + collection: 'contacts', + key: 'C001', + kind: 'update', + }, + { + operation: 'update_lead', + input: { leadKey: 'LEAD-OPAQUE', name: 'Updated' }, + method: 'PATCH', + path: 'leads/LEAD-OPAQUE', + body: { Name: 'Updated' }, + entity: 'lead', + collection: 'leads', + key: 'LEAD-OPAQUE', + kind: 'update', + }, + { + operation: 'update_opportunity', + input: { opportunityNumber: 'O001', name: 'Updated' }, + method: 'PATCH', + path: 'opportunities/O001', + body: { Name: 'Updated' }, + entity: 'opportunity', + collection: 'opportunities', + key: 'O001', + kind: 'update', + }, + { + operation: 'update_opportunity_contact', + input: { opportunityNumber: 'O001', opportunityContactId: '123', contactId: '123' }, + method: 'PATCH', + path: 'opportunities/O001/child/OpportunityContact/123', + body: { PERPartyId: 123 }, + entity: 'opportunityContact', + collection: 'opportunities/O001/child/OpportunityContact', + key: '123', + kind: 'update', + }, + { + operation: 'update_opportunity_revenue', + input: { opportunityNumber: 'O001', revenueKey: 'REVENUE-OPAQUE', productGroupId: '123' }, + method: 'PATCH', + path: 'opportunities/O001/child/ChildRevenue/REVENUE-OPAQUE', + body: { ProdGroupId: 123 }, + entity: 'revenue', + collection: 'opportunities/O001/child/ChildRevenue', + key: 'REVENUE-OPAQUE', + kind: 'update', + }, + { + operation: 'update_opportunity_team_member', + input: { opportunityNumber: 'O001', teamMemberKey: 'TEAM-OPAQUE', accessLevelCode: 'Updated' }, + method: 'PATCH', + path: 'opportunities/O001/child/OpportunityResource/TEAM-OPAQUE', + body: { AccessLevelCode: 'Updated' }, + entity: 'teamMember', + collection: 'opportunities/O001/child/OpportunityResource', + key: 'TEAM-OPAQUE', + kind: 'update', + }, +] + +function record(entity: string, collection: string, key: string, context = true) { + const links = [{ rel: 'self', href: `${ROOT}/${collection}/${key}` }] + return { + ...RECORDS[entity], + ...(context ? { '@context': { links } } : { links }), + UnpublishedField: 'do-not-project', + } +} + +describe('Oracle Fusion Sales operation contracts', () => { + beforeEach(() => { + vi.clearAllMocks() + mocks.empty.mockResolvedValue(undefined) + }) + + it.each(REQUESTS)( + '$operation uses its documented method, path, body, and response', + async (entry) => { + const item = record(entry.entity, entry.collection, entry.key) + const response = + entry.kind === 'list' + ? { items: [item], count: 1, limit: 25, offset: 0, hasMore: false } + : entry.kind === 'duplicates' + ? { result: [{ PartyId: '123', PartyNumber: 'P001', MatchScore: '99.2' }] } + : entry.kind === 'action' + ? { result: 'Successful' } + : item + mocks.json.mockResolvedValue(response) + const output = await executeOracleFusionSalesOperation(entry.operation, { + ...AUTH, + ...entry.input, + }) + const request = (entry.method === 'DELETE' ? mocks.empty : mocks.json).mock + .calls[0][1] as OracleFusionRequest + expect(request.address).toEqual({ family: 'crm', relativePath: entry.path }) + expect(request.method ?? 'GET').toBe(entry.method) + if ('body' in request) { + expect(JSON.parse(serializeOracleFusionJsonBody(request.body))).toEqual(entry.body) + expect(request.mediaType).toBe( + entry.kind === 'action' || entry.kind === 'duplicates' + ? 'application/vnd.oracle.adf.action+json' + : 'application/vnd.oracle.adf.resourceitem+json' + ) + } else expect(entry.body).toBeUndefined() + expect(output.success).toBe(true) + expect(JSON.stringify(output)).not.toContain('UnpublishedField') + if (entry.kind === 'list') { + expect(output.output).toMatchObject({ count: 1, hasMore: false, limit: 25, offset: 0 }) + expect(output.output).not.toHaveProperty('nextOffset') + } + if (entry.kind === 'delete') expect(output.output).toEqual({ deleted: true }) + if (entry.kind === 'action') expect(output.output).toEqual({ result: 'Successful' }) + } + ) + + it('preserves exact integers in action and CRUD bodies after JSON-boundary validation', async () => { + mocks.json.mockResolvedValue({ result: 'Successful' }) + await executeOracleFusionSalesOperation('accept_lead', { + ...AUTH, + leadId: '9007199254740993', + }) + expect(serializeOracleFusionJsonBody(mocks.json.mock.calls[0][1].body)).toBe( + '{"leadId":9007199254740993}' + ) + + mocks.json.mockResolvedValue(record('account', 'accounts', 'A001')) + await executeOracleFusionSalesOperation('update_account', { + ...AUTH, + accountNumber: 'A001', + ownerId: '9007199254740993', + description: null, + }) + const body = serializeOracleFusionJsonBody(mocks.json.mock.calls[1][1].body) + expect(body).toContain('"OwnerPartyId":9007199254740993') + expect(body).toContain('"Description":null') + expect(body).not.toContain('EmailAddress') + }) + + it('does not replace an opaque lead key with the business LeadId', async () => { + mocks.json.mockResolvedValue({ + ...record('lead', 'leads', 'LEAD-OPAQUE'), + LeadId: '9007199254740993', + }) + const result = await executeOracleFusionSalesOperation('get_lead', { + ...AUTH, + leadKey: 'LEAD-OPAQUE', + }) + expect(result.output.record).toMatchObject({ + resourceKey: 'LEAD-OPAQUE', + LeadId: '9007199254740993', + }) + expect(mocks.json.mock.calls[0][1].address.relativePath).toBe('leads/LEAD-OPAQUE') + }) + + it('preserves framework-9 decimal strings on creates, updates, and lists', async () => { + const amount = '123456789012345.123456789' + const row = { ...record('opportunity', 'opportunities', 'O001'), Revenue: amount } + for (const [operation, input] of [ + ['create_opportunity', { name: 'Renewal' }], + ['update_opportunity', { opportunityNumber: 'O001', name: 'Renewal' }], + ] as const) { + mocks.json.mockResolvedValue(row) + const result = await executeOracleFusionSalesOperation(operation, { ...AUTH, ...input }) + expect(result.output.record?.Revenue).toBe(amount) + } + mocks.json.mockResolvedValue({ + items: [row], + count: 1, + offset: 0, + limit: 50, + hasMore: false, + }) + const page = await listOracleFusionSalesRecords('opportunity', AUTH) + expect(page.items[0].Revenue).toBe(amount) + for (const invalid of ['NaN', ' 123 ', '1.0\n', true, {}]) { + mocks.json.mockResolvedValue({ ...row, Revenue: invalid }) + await expect( + executeOracleFusionSalesOperation('get_opportunity', { + ...AUTH, + opportunityNumber: 'O001', + }) + ).rejects.toThrow('invalid record data') + } + }) + + it('canonicalizes exact exponent-form Oracle identifiers without rounding', async () => { + mocks.json.mockResolvedValue({ + ...record('lead', 'leads', 'LEAD-OPAQUE'), + LeadId: '9.007199254740993e15', + }) + const result = await executeOracleFusionSalesOperation('get_lead', { + ...AUTH, + leadKey: 'LEAD-OPAQUE', + }) + expect(result.output.record?.LeadId).toBe('9007199254740993') + }) + + it('accepts legacy and framework-9 self links but rejects a different origin or record', async () => { + for (const context of [true, false]) { + mocks.json.mockResolvedValue(record('account', 'accounts', 'A001', context)) + await expect( + executeOracleFusionSalesOperation('get_account', { + ...AUTH, + accountNumber: 'A001', + }) + ).resolves.toMatchObject({ success: true }) + } + mocks.json.mockResolvedValue({ + ...RECORDS.account, + '@context': { + links: [ + { + rel: 'self', + href: 'https://other.fa.us2.oraclecloud.com/crmRestApi/resources/11.13.18.05/accounts/A001', + }, + ], + }, + }) + await expect( + executeOracleFusionSalesOperation('get_account', { + ...AUTH, + accountNumber: 'A001', + }) + ).rejects.toThrow() + mocks.json.mockResolvedValue(record('account', 'accounts', 'A001')) + await expect( + executeOracleFusionSalesOperation('get_account', { + ...AUTH, + accountNumber: 'A002', + }) + ).rejects.toThrow() + }) + + it('returns one bounded page with correct continuation, query, and cancellation propagation', async () => { + const signal = new AbortController().signal + mocks.json.mockResolvedValue({ + items: [record('account', 'accounts', 'A001')], + count: 1, + offset: 25, + limit: 25, + hasMore: true, + totalResults: 27, + }) + const result = await listOracleFusionSalesRecords( + 'account', + { + ...AUTH, + limit: 25, + offset: 25, + totalResults: true, + q: "OrganizationName LIKE 'Example%'", + orderBy: 'PartyId:asc', + }, + signal + ) + expect(result).toMatchObject({ nextOffset: 26, hasMore: true, totalResults: 27 }) + expect(mocks.json).toHaveBeenCalledTimes(1) + expect(mocks.json.mock.calls[0][1].query).toMatchObject({ + limit: 25, + offset: 25, + q: "OrganizationName LIKE 'Example%'", + orderBy: 'PartyId:asc', + }) + expect(mocks.json.mock.calls[0][2]).toBe(signal) + }) + + it('handles an empty final page and rejects contradictory envelopes', async () => { + mocks.json.mockResolvedValue({ items: [], count: 0, limit: 50, offset: 0, hasMore: false }) + const empty = await listOracleFusionSalesRecords('lead', AUTH) + expect(empty.items).toEqual([]) + expect(empty).not.toHaveProperty('nextOffset') + + for (const page of [ + { items: [], count: 0, limit: 50, offset: 0, hasMore: true }, + { items: [], count: 1, limit: 50, offset: 0, hasMore: false }, + { items: [], count: 0, limit: 50, offset: 10, hasMore: false }, + ]) { + mocks.json.mockResolvedValue(page) + await expect(listOracleFusionSalesRecords('lead', AUTH)).rejects.toThrow() + } + }) + + it('rejects oversized duplicate candidate results before projection rather than truncating', async () => { + mocks.json.mockResolvedValue({ result: Array.from({ length: 1001 }, () => ({})) }) + await expect( + executeOracleFusionSalesOperation('find_duplicate_accounts', { + ...AUTH, + matchingFields: { OrganizationName: 'Example' }, + }) + ).rejects.toThrow('more than 1,000 duplicate candidates') + }) + + it('does not guess undocumented conversion identifiers or duplicate fields', async () => { + mocks.json.mockResolvedValue({ result: 'Successful', OptyId: 999 }) + expect( + ( + await executeOracleFusionSalesOperation('convert_lead', { + ...AUTH, + leadId: '123', + }) + ).output + ).toEqual({ result: 'Successful' }) + mocks.json.mockResolvedValue({ + result: [{ PartyId: '123', MatchScore: '98', HiddenCustom: 'hidden' }], + }) + const duplicates = await executeOracleFusionSalesOperation('find_duplicate_accounts', { + ...AUTH, + matchingFields: { OrganizationName: 'Example' }, + }) + expect(duplicates.output.items?.[0]).toMatchObject({ PartyId: '123', MatchScore: '98' }) + expect(duplicates.output.items?.[0]).not.toHaveProperty('HiddenCustom') + }) +}) diff --git a/apps/sim/lib/internal/oracle-fusion-sales/operations.ts b/apps/sim/lib/internal/oracle-fusion-sales/operations.ts new file mode 100644 index 00000000000..dea7f11c315 --- /dev/null +++ b/apps/sim/lib/internal/oracle-fusion-sales/operations.ts @@ -0,0 +1,199 @@ +import { + type OracleFusionRequest, + type OracleFusionResolvedCredential, + requestOracleFusionEmpty, + requestOracleFusionJson, +} from '@/lib/internal/oracle-fusion/client' +import { OracleFusionProviderError } from '@/lib/internal/oracle-fusion/errors' +import { + encodeOracleFusionPathSegment, + parseOracleFusionCollection, +} from '@/lib/internal/oracle-fusion/protocol' +import { oracleFusionExactInteger } from '@/lib/internal/oracle-fusion/request-body' +import { + encodeOracleFusionSalesPublicNumber, + projectOracleFusionSalesDuplicates, + projectOracleFusionSalesRecord, + readOracleFusionSalesObject, +} from '@/lib/internal/oracle-fusion-sales/projectors' +import { + type OracleFusionSalesInput, + oracleFusionSalesPageSchema, + parseOracleFusionSalesInput, +} from '@/lib/internal/oracle-fusion-sales/schema' +import { + getOracleFusionSalesOperation, + ORACLE_FUSION_SALES_ENTITIES, +} from '@/tools/oracle_fusion_sales/shared' +import type { + OracleFusionSalesPageParams, + OracleFusionSalesResponse, +} from '@/tools/oracle_fusion_sales/types' + +type PageInput = OracleFusionResolvedCredential & OracleFusionSalesPageParams + +function collectionPath(entityName: string, parentNumber?: unknown): string { + const entity = ORACLE_FUSION_SALES_ENTITIES[entityName] + if (!entity.parentParam) return entity.resource + const parent = entity.parentParam === 'opportunityNumber' ? 'opportunities' : 'activities' + return `${parent}/${encodeOracleFusionSalesPublicNumber(String(parentNumber))}/child/${entity.resource}` +} + +/** Shared single-page primitive for tools and server selectors; never follows next links. */ +export async function listOracleFusionSalesRecords( + entityName: string, + input: PageInput & { opportunityNumber?: string; activityNumber?: string }, + signal?: AbortSignal +) { + signal?.throwIfAborted() + const entity = ORACLE_FUSION_SALES_ENTITIES[entityName] + const page = oracleFusionSalesPageSchema.parse(input) + const path = collectionPath( + entityName, + entity.parentParam === 'opportunityNumber' ? input.opportunityNumber : input.activityNumber + ) + const fields = Object.keys(entity.outputProperties).filter((field) => field !== 'resourceKey') + const data = await requestOracleFusionJson( + input, + { + address: { family: 'crm', relativePath: path }, + query: { + ...page, + fields: fields.join(','), + links: 'self', + }, + }, + signal + ) + signal?.throwIfAborted() + const result = parseOracleFusionCollection( + data, + (item) => projectOracleFusionSalesRecord(item, entityName, input, path), + { expectedOffset: page.offset, maxItems: page.limit } + ) + const { nextOffset, ...rest } = result + return { ...rest, ...(result.hasMore ? { nextOffset } : {}) } +} + +function createBody(name: string, input: OracleFusionSalesInput): Record { + // ActivityDescription and ActivityMtgMinutes are CLOBs. Framework 8+ accepts plain + // strings; the endpoint's legacy byte/Base64 descriptions predate that protocol. + const operation = getOracleFusionSalesOperation(name) + const entity = ORACLE_FUSION_SALES_ENTITIES[operation.entity] + const body: Record = {} + for (const field of entity.fields) { + if (operation.kind === 'update' && !field.update) continue + const value = input[field.param] + if (value === undefined) continue + body[field.oracle] = + value === null + ? null + : field.kind === 'id' + ? oracleFusionExactInteger(value as string) + : value + } + if (operation.functionCode) body.ActivityFunctionCode = operation.functionCode + return body +} + +function actionBody(name: string, input: OracleFusionSalesInput): Record { + const operation = getOracleFusionSalesOperation(name) + if (operation.kind === 'duplicates') { + return { + [operation.entity === 'account' ? 'account' : 'contact']: input.matchingFields, + ...(input.accountNumber === undefined ? {} : { accountPartyNumber: input.accountNumber }), + } + } + if (operation.entity === 'account') return { partyNumber: input.accountNumber } + if (operation.entity === 'opportunity') return { optyNumber: input.opportunityNumber } + const body: Record = { + leadId: oracleFusionExactInteger(input.leadId as string), + } + const extras = + name === 'reject_lead' + ? ['reason', 'comments'] + : name === 'convert_lead' + ? ['opportunityName', 'opportunityOwnerNumber', 'attributeMap'] + : [] + for (const key of extras) if (input[key] !== undefined) body[key] = input[key] + return body +} + +/** Executes only the 55 registered Sales workflows after Sales-specific request validation. */ +export async function executeOracleFusionSalesOperation( + name: string, + rawInput: unknown, + signal?: AbortSignal +): Promise { + signal?.throwIfAborted() + const input = parseOracleFusionSalesInput(name, rawInput) + const operation = getOracleFusionSalesOperation(name) + const entity = ORACLE_FUSION_SALES_ENTITIES[operation.entity] + const collection = collectionPath( + operation.entity, + entity.parentParam ? input[entity.parentParam] : undefined + ) + if (operation.kind === 'list') { + const output = await listOracleFusionSalesRecords(operation.entity, input, signal) + return { success: true, output } + } + if (operation.kind === 'action' || operation.kind === 'duplicates') { + const data = await requestOracleFusionJson( + input, + { + address: { family: 'crm', relativePath: `${collection}/action/${operation.action}` }, + method: 'POST', + mediaType: 'application/vnd.oracle.adf.action+json', + body: actionBody(name, input), + }, + signal + ) + signal?.throwIfAborted() + if (operation.kind === 'duplicates') { + const items = projectOracleFusionSalesDuplicates(data, operation.entity) + return { success: true, output: { items, count: items.length } } + } + const result = readOracleFusionSalesObject(data).result + if (typeof result !== 'string') { + throw new OracleFusionProviderError( + 'Oracle Fusion Sales returned an invalid action result', + 502 + ) + } + return { success: true, output: { result } } + } + const key = operation.kind === 'create' ? undefined : (input[entity.keyParam] as string) + const path = + key === undefined + ? collection + : `${collection}/${ + entity.publicKey + ? encodeOracleFusionSalesPublicNumber(key) + : encodeOracleFusionPathSegment(key) + }` + if (operation.kind === 'delete') { + await requestOracleFusionEmpty( + input, + { + address: { family: 'crm', relativePath: path }, + method: 'DELETE', + }, + signal + ) + signal?.throwIfAborted() + return { success: true, output: { deleted: true } } + } + const request: OracleFusionRequest = + operation.kind === 'get' + ? { address: { family: 'crm', relativePath: path } } + : { + address: { family: 'crm', relativePath: path }, + method: operation.kind === 'create' ? 'POST' : 'PATCH', + mediaType: 'application/vnd.oracle.adf.resourceitem+json', + body: createBody(name, input), + } + const data = await requestOracleFusionJson(input, request, signal) + signal?.throwIfAborted() + const record = projectOracleFusionSalesRecord(data, operation.entity, input, collection, key) + return { success: true, output: { record } } +} diff --git a/apps/sim/lib/internal/oracle-fusion-sales/projectors.ts b/apps/sim/lib/internal/oracle-fusion-sales/projectors.ts new file mode 100644 index 00000000000..0507f8a6731 --- /dev/null +++ b/apps/sim/lib/internal/oracle-fusion-sales/projectors.ts @@ -0,0 +1,144 @@ +import { isPlainRecord } from '@sim/utils/object' +import type { OracleFusionResolvedCredential } from '@/lib/internal/oracle-fusion/client' +import { OracleFusionProviderError } from '@/lib/internal/oracle-fusion/errors' +import { normalizeOracleFusionDecimalIdentifier } from '@/lib/internal/oracle-fusion/identifiers' +import { + encodeOracleFusionPathSegment, + extractOracleFusionOpaqueKey, + validateOracleFusionSelfLink, +} from '@/lib/internal/oracle-fusion/protocol' +import { + getOracleFusionSalesDuplicateOutputs, + ORACLE_FUSION_SALES_ENTITIES, +} from '@/tools/oracle_fusion_sales/shared' +import type { OracleFusionSalesRecord } from '@/tools/oracle_fusion_sales/types' + +const ID_FIELDS: Record = { + account: ['PartyId', 'OwnerPartyId', 'ParentAccountPartyId', 'PrimaryContactPartyId'], + contact: ['PartyId', 'AccountPartyId', 'OwnerPartyId'], + lead: ['LeadId', 'CustomerId', 'OwnerId', 'PrimaryContactId'], + opportunity: [ + 'OptyId', + 'TargetPartyId', + 'OwnerResourcePartyId', + 'KeyContactId', + 'PrimaryOrganizationId', + 'SalesMethodId', + 'SalesStageId', + ], + activity: ['ActivityId', 'OwnerId', 'AccountId', 'OpportunityId', 'LeadId', 'PrimaryContactId'], + resource: ['PartyId', 'ResourceProfileId'], + opportunityContact: ['OptyConId', 'OptyId', 'PERPartyId', 'RelationshipId'], + revenue: [ + 'RevnId', + 'OptyId', + 'ProdGroupId', + 'InventoryItemId', + 'InventoryOrgId', + 'ResourcePartyId', + ], + teamMember: ['OptyResourceId', 'OptyId', 'ResourceId'], + assignee: ['ActivityAssigneeId', 'ActivityId', 'AssigneeId'], + activityContact: ['ActivityContactId', 'ActivityId', 'ContactId'], +} + +function invalidRecord(): never { + throw new OracleFusionProviderError('Oracle Fusion Sales returned invalid record data', 502) +} + +/** Framework 8+ encodes reserved business-key characters before URL segment encoding. */ +export function encodeOracleFusionSalesPublicNumber(value: string): string { + return encodeOracleFusionPathSegment(encodeURIComponent(value)) +} + +/** Preserves losslessly parsed Oracle integers without Number conversion. */ +export function readOracleFusionSalesId(value: unknown): string { + if (typeof value === 'string' && value.trim() !== value) return invalidRecord() + const identifier = normalizeOracleFusionDecimalIdentifier(value, { maxDigits: 19 }) + if (identifier !== undefined) return identifier + return invalidRecord() +} + +/** Framework 9 represents high-precision numbers as strings; never round them through Number. */ +function readDecimal(value: unknown): string | number { + if (typeof value === 'number' && Number.isFinite(value)) return value + if ( + typeof value === 'string' && + value.trim() === value && + /^-?(?:0|[1-9]\d*)(?:\.\d+)?(?:[eE][+-]?\d+)?$/.test(value) + ) + return value + return invalidRecord() +} + +export function readOracleFusionSalesObject(value: unknown): Record { + if (!isPlainRecord(value)) return invalidRecord() + return value +} + +/** Projects documented fields only and validates the collection/destination of the self link. */ +export function projectOracleFusionSalesRecord( + value: unknown, + entityName: string, + credential: OracleFusionResolvedCredential, + collectionPath: string, + expectedKey?: string +): OracleFusionSalesRecord { + const source = readOracleFusionSalesObject(value) + const entity = ORACLE_FUSION_SALES_ENTITIES[entityName] + const output: OracleFusionSalesRecord = {} + for (const [field, property] of Object.entries(entity.outputProperties)) { + if (field === 'resourceKey') continue + const value = source[field] + if (value == null) output[field] = null + else if (ID_FIELDS[entityName].includes(field)) output[field] = readOracleFusionSalesId(value) + else if (property.type === 'json') output[field] = readDecimal(value) + else if ( + typeof value === property.type && + (typeof value !== 'number' || Number.isFinite(value)) + ) { + output[field] = value as string | number | boolean + } else return invalidRecord() + } + let resourceKey: string + if (entity.publicKey) { + const key = output[entity.publicKey] + if (typeof key !== 'string' || !key) return invalidRecord() + resourceKey = key + validateOracleFusionSelfLink(value, credential.instanceUrl, { + family: 'crm', + relativePath: `${collectionPath}/${encodeOracleFusionSalesPublicNumber(key)}`, + }) + } else { + resourceKey = extractOracleFusionOpaqueKey(value, credential.instanceUrl, { + family: 'crm', + relativePath: collectionPath, + }) + output.resourceKey = resourceKey + } + if (expectedKey !== undefined && resourceKey !== expectedKey) return invalidRecord() + return output +} + +/** Duplicate result fields are backed by the action's documented examples, not CRUD schemas. */ +export function projectOracleFusionSalesDuplicates(value: unknown, entity: string) { + const data = readOracleFusionSalesObject(value) + if (!Array.isArray(data.result)) return invalidRecord() + if (data.result.length > 1000) { + throw new OracleFusionProviderError( + 'Oracle Fusion Sales returned more than 1,000 duplicate candidates; refine the matching fields', + 502 + ) + } + const fields = Object.keys(getOracleFusionSalesDuplicateOutputs(entity)) + return data.result.map((item): OracleFusionSalesRecord => { + const record = readOracleFusionSalesObject(item) + return Object.fromEntries( + fields.map((field) => { + const value = record[field] + if (value != null && typeof value !== 'string') return invalidRecord() + return [field, value ?? null] + }) + ) + }) +} diff --git a/apps/sim/lib/internal/oracle-fusion-sales/schema.ts b/apps/sim/lib/internal/oracle-fusion-sales/schema.ts new file mode 100644 index 00000000000..71c0d150f15 --- /dev/null +++ b/apps/sim/lib/internal/oracle-fusion-sales/schema.ts @@ -0,0 +1,230 @@ +import { z } from 'zod' +import { encodeOracleFusionPathSegment } from '@/lib/internal/oracle-fusion/protocol' +import { encodeOracleFusionSalesPublicNumber } from '@/lib/internal/oracle-fusion-sales/projectors' +import { + getOracleFusionSalesOperation, + ORACLE_FUSION_SALES_ENTITIES, + ORACLE_FUSION_SALES_OPERATIONS, + type OracleFusionSalesField, +} from '@/tools/oracle_fusion_sales/shared' + +/** Oracle numeric identifiers are validated as strings before exact-integer construction. */ +export const oracleFusionSalesIdSchema = z + .string() + .regex(/^[1-9]\d{0,18}$/, 'Expected a positive decimal identifier string') + .refine( + (value) => + value.trim() === value && + /^[1-9]\d{0,18}$/.test(value) && + BigInt(value) <= 9223372036854775807n, + 'Identifier exceeds the signed 64-bit range' + ) + +export const oracleFusionSalesKeySchema = z + .string() + .min(1) + .max(2048) + .refine((value) => { + try { + encodeOracleFusionPathSegment(value) + return true + } catch { + return false + } + }, 'Expected one Oracle resource key or public number, not a URL') + +export const oracleFusionSalesPublicNumberSchema = z + .string() + .min(1) + .max(2048) + .refine((value) => { + if ( + value.trim() !== value || + /^[a-z][a-z0-9+.-]*:/i.test(value) || + /[\u0000-\u001f\u007f]/.test(value) + ) { + return false + } + try { + encodeOracleFusionSalesPublicNumber(value) + return true + } catch { + return false + } + }, 'Expected an Oracle public number, not a URL') + +const date = z + .string() + .regex(/^\d{4}-\d{2}-\d{2}$/) + .refine((value) => { + const timestamp = Date.parse(value) + return Number.isFinite(timestamp) && new Date(timestamp).toISOString().slice(0, 10) === value + }, 'Expected a calendar date in YYYY-MM-DD format') + +const stringMap = z + .record(z.string().min(1).max(256), z.string().max(4000)) + .refine( + (value) => Object.keys(value).length > 0 && Object.keys(value).length <= 100, + 'Provide between 1 and 100 string-valued fields' + ) + +export const oracleFusionSalesPageSchema = z.object({ + q: z.string().min(1).max(2048).optional(), + finder: z.string().min(1).max(2048).optional(), + orderBy: z.string().min(1).max(1024).optional(), + limit: z.number().int().min(1).max(100).default(50), + offset: z + .number() + .int() + .min(0) + .max(Number.MAX_SAFE_INTEGER - 100) + .default(0), + totalResults: z.boolean().default(false), +}) + +function fieldSchema(field: OracleFusionSalesField): z.ZodType { + let schema: z.ZodType + switch (field.kind) { + case 'id': + schema = oracleFusionSalesIdSchema + break + case 'number': + schema = z.number().finite() + break + case 'integer': + schema = z.number().int().min(-2147483648).max(2147483647) + break + case 'boolean': + schema = z.boolean() + break + case 'date': + schema = date + break + case 'datetime': + schema = z.string().datetime({ offset: true }) + break + default: + schema = field.nullable + ? z.string().max(field.max ?? 32000) + : z + .string() + .min(1) + .max(field.max ?? 32000) + .refine((value) => Boolean(value.trim())) + } + if (field.param === 'winProbability' || field.param === 'percentageComplete') { + schema = z.number().min(0).max(100) + if (field.kind === 'integer') schema = z.number().int().min(0).max(100) + } + return field.nullable ? schema.nullable() : schema +} + +function createInputSchema(name: string) { + const operation = getOracleFusionSalesOperation(name) + const entity = ORACLE_FUSION_SALES_ENTITIES[operation.entity] + const shape: Record = { + oauthCredential: z.string().min(1).max(512), + accessToken: z.string().min(1).max(4096), + instanceUrl: z.string().min(1).max(2048), + } + if (entity.parentParam) shape[entity.parentParam] = oracleFusionSalesPublicNumberSchema + if (['get', 'update', 'delete'].includes(operation.kind)) { + shape[entity.keyParam] = + operation.entity === 'opportunityContact' + ? oracleFusionSalesIdSchema + : entity.publicKey + ? oracleFusionSalesPublicNumberSchema + : oracleFusionSalesKeySchema + } + if (operation.kind === 'list') Object.assign(shape, oracleFusionSalesPageSchema.shape) + if (operation.kind === 'create' || operation.kind === 'update') { + for (const field of entity.fields) { + if (operation.kind === 'update' && !field.update) continue + const schema = fieldSchema(field) + shape[field.param] = operation.required.includes(field.param) ? schema : schema.optional() + } + } + if (operation.kind === 'action') { + shape[operation.entity === 'lead' ? 'leadId' : entity.keyParam] = + operation.entity === 'lead' ? oracleFusionSalesIdSchema : oracleFusionSalesPublicNumberSchema + if (name === 'reject_lead') { + shape.reason = z.string().min(1).max(4000).optional() + shape.comments = z.string().max(4000).optional() + } + if (name === 'convert_lead') { + shape.opportunityName = z.string().min(1).max(275).optional() + shape.opportunityOwnerNumber = oracleFusionSalesPublicNumberSchema.optional() + shape.attributeMap = stringMap.optional() + } + } + if (operation.kind === 'duplicates') { + shape.matchingFields = stringMap + if (operation.entity === 'contact') + shape.accountNumber = oracleFusionSalesPublicNumberSchema.optional() + } + return z + .object(shape) + .strict() + .superRefine((input, context) => { + const issue = (path: string, message: string) => + context.addIssue({ code: 'custom', path: [path], message }) + for (const key of operation.required) { + if (input[key] === null || (typeof input[key] === 'string' && !input[key].trim())) { + issue(key, 'Required value must not be blank or null') + } + } + if ( + name === 'create_contact' && + !(typeof input.firstName === 'string' && input.firstName.trim()) && + !(typeof input.lastName === 'string' && input.lastName.trim()) + ) { + issue('firstName', 'Provide at least firstName or lastName') + } + if ( + operation.kind === 'update' && + !entity.fields.some((field) => field.update && input[field.param] !== undefined) + ) { + issue('operation', 'Provide at least one writable field to update') + } + if (name === 'create_opportunity_revenue') { + const group = input.productGroupId != null + const item = input.inventoryItemId != null + const organization = input.inventoryOrganizationId != null + if (!group && !(item && organization)) { + issue('productGroupId', 'Provide productGroupId or both inventory product identifiers') + } + if (item !== organization) { + issue( + 'inventoryOrganizationId', + 'Inventory item and organization identifiers must be paired' + ) + } + if (group && item) { + issue('productGroupId', 'Choose a product group or inventory product, not both') + } + } + if ( + typeof input.startDateTime === 'string' && + typeof input.endDateTime === 'string' && + Date.parse(input.endDateTime) < Date.parse(input.startDateTime) + ) { + issue('endDateTime', 'End date-time must not precede start date-time') + } + }) +} + +const inputSchemas = Object.fromEntries( + Object.keys(ORACLE_FUSION_SALES_OPERATIONS).map((name) => [name, createInputSchema(name)]) +) + +export interface OracleFusionSalesInput extends Record { + oauthCredential: string + accessToken: string + instanceUrl: string +} + +/** Validates one registered operation; callers must not bypass this before constructing bodies. */ +export function parseOracleFusionSalesInput(name: string, input: unknown): OracleFusionSalesInput { + getOracleFusionSalesOperation(name) + return inputSchemas[name].parse(input) as OracleFusionSalesInput +} diff --git a/apps/sim/lib/internal/oracle-fusion-sales/validation.test.ts b/apps/sim/lib/internal/oracle-fusion-sales/validation.test.ts new file mode 100644 index 00000000000..8c9302dfa5f --- /dev/null +++ b/apps/sim/lib/internal/oracle-fusion-sales/validation.test.ts @@ -0,0 +1,143 @@ +/** + * @vitest-environment node + */ +import { describe, expect, it } from 'vitest' +import { parseOracleFusionSalesInput } from '@/lib/internal/oracle-fusion-sales/schema' + +const AUTH = { + oauthCredential: 'credential-1', + accessToken: 'test-token', + instanceUrl: 'https://vision.fa.us2.oraclecloud.com', +} + +describe('Oracle Fusion Sales request validation', () => { + it.each([ + ['create_account', {}], + ['create_account', { organizationName: ' ' }], + ['create_contact', {}], + ['create_contact', { firstName: ' ', lastName: '' }], + ['create_lead', { name: '' }], + ['create_opportunity', { name: ' ' }], + ['create_appointment', { subject: 'Meeting' }], + ['create_call_report', { subject: 'Call', startDateTime: '2026-09-01T12:00:00Z' }], + ['create_task', { subject: 'Task', dueDate: '2026-02-30' }], + ['update_account', { accountNumber: 'A001' }], + ['update_account', { accountNumber: 'A001', organizationName: '' }], + ['update_activity', { activityNumber: 'ACT001', activityFunctionCode: 'TASK' }], + [ + 'update_opportunity_team_member', + { opportunityNumber: 'O001', teamMemberKey: 'KEY', ownerId: '123' }, + ], + ['create_opportunity_revenue', { opportunityNumber: 'O001' }], + ['create_opportunity_revenue', { opportunityNumber: 'O001', inventoryItemId: '123' }], + [ + 'create_opportunity_revenue', + { + opportunityNumber: 'O001', + productGroupId: '123', + inventoryItemId: '124', + inventoryOrganizationId: '125', + }, + ], + ['list_accounts', { limit: 101 }], + ['list_contacts', { offset: -1 }], + ['list_leads', { limit: 1.5 }], + ['list_activities', { totalResults: 'true' }], + ['list_opportunities', { q: 'x'.repeat(2049) }], + ['list_sales_resources', { offset: Number.MAX_SAFE_INTEGER }], + ['find_duplicate_accounts', { matchingFields: {} }], + ['find_duplicate_contacts', { matchingFields: { FirstName: 123 } }], + ['get_lead', { leadKey: '../accounts' }], + ['get_account', { accountNumber: 'https://other.fa.us2.oraclecloud.com/accounts/A001' }], + ])('rejects invalid %s inputs', (operation, params) => { + expect(() => parseOracleFusionSalesInput(operation, { ...AUTH, ...params })).toThrow() + }) + + it.each(['0', '-1', '1.5', '1e3', '01', '123\n', '9223372036854775808', 9007199254740992])( + 'rejects non-canonical or out-of-range body identifier %s', + (leadId) => { + expect(() => parseOracleFusionSalesInput('accept_lead', { ...AUTH, leadId })).toThrow() + } + ) + + it('retains exact identifiers and applies bounded page defaults', () => { + expect( + parseOracleFusionSalesInput('accept_lead', { + ...AUTH, + leadId: '9007199254740993', + }).leadId + ).toBe('9007199254740993') + expect(parseOracleFusionSalesInput('list_accounts', AUTH)).toMatchObject({ + limit: 50, + offset: 0, + totalResults: false, + }) + }) + + it('requires only a first or last name, not server-generated party/address identifiers', () => { + expect( + parseOracleFusionSalesInput('create_contact', { + ...AUTH, + lastName: 'Smith', + }).lastName + ).toBe('Smith') + expect( + parseOracleFusionSalesInput('create_account', { + ...AUTH, + organizationName: 'Example', + }).organizationName + ).toBe('Example') + expect( + parseOracleFusionSalesInput('create_opportunity', { + ...AUTH, + name: 'Renewal', + }).name + ).toBe('Renewal') + }) + + it('distinguishes omission from an explicit nullable field clear', () => { + const clear = parseOracleFusionSalesInput('update_account', { + ...AUTH, + accountNumber: 'A001', + description: null, + }) + expect(clear).toHaveProperty('description', null) + expect(clear).not.toHaveProperty('emailAddress') + expect(() => + parseOracleFusionSalesInput('update_opportunity', { + ...AUTH, + opportunityNumber: 'O001', + ownerId: null, + }) + ).toThrow() + }) + + it('requires valid time ordering without inventing tenant status enums', () => { + expect(() => + parseOracleFusionSalesInput('create_appointment', { + ...AUTH, + subject: 'Review', + startDateTime: '2026-09-01T13:00:00Z', + endDateTime: '2026-09-01T12:00:00Z', + }) + ).toThrow() + expect( + parseOracleFusionSalesInput('update_lead', { + ...AUTH, + leadKey: 'OPAQUE-KEY', + statusCode: 'TENANT_QUALIFIED', + }).statusCode + ).toBe('TENANT_QUALIFIED') + }) + + it('rejects unknown operations and undeclared provider fields', () => { + expect(() => parseOracleFusionSalesInput('constructor', AUTH)).toThrow() + expect(() => + parseOracleFusionSalesInput('create_account', { + ...AUTH, + organizationName: 'Example', + arbitraryProviderBody: { secret: 'value' }, + }) + ).toThrow() + }) +}) diff --git a/apps/sim/lib/internal/tool-operations/registry.server.ts b/apps/sim/lib/internal/tool-operations/registry.server.ts index 45bb6cb5cd4..d1a0f0b17f4 100644 --- a/apps/sim/lib/internal/tool-operations/registry.server.ts +++ b/apps/sim/lib/internal/tool-operations/registry.server.ts @@ -782,6 +782,64 @@ const NETSUITE_TOOL_IDS = [ 'netsuite_upsert_record', ] as const +const ORACLE_FUSION_SALES_TOOL_IDS = [ + 'oracle_fusion_sales_accept_lead', + 'oracle_fusion_sales_add_activity_assignee', + 'oracle_fusion_sales_add_activity_contact', + 'oracle_fusion_sales_add_opportunity_contact', + 'oracle_fusion_sales_add_opportunity_team_member', + 'oracle_fusion_sales_assign_account', + 'oracle_fusion_sales_assign_lead', + 'oracle_fusion_sales_assign_opportunity', + 'oracle_fusion_sales_convert_lead', + 'oracle_fusion_sales_create_account', + 'oracle_fusion_sales_create_appointment', + 'oracle_fusion_sales_create_call_report', + 'oracle_fusion_sales_create_contact', + 'oracle_fusion_sales_create_lead', + 'oracle_fusion_sales_create_opportunity', + 'oracle_fusion_sales_create_opportunity_revenue', + 'oracle_fusion_sales_create_task', + 'oracle_fusion_sales_delete_account', + 'oracle_fusion_sales_delete_activity', + 'oracle_fusion_sales_delete_contact', + 'oracle_fusion_sales_delete_lead', + 'oracle_fusion_sales_delete_opportunity', + 'oracle_fusion_sales_delete_opportunity_revenue', + 'oracle_fusion_sales_find_duplicate_accounts', + 'oracle_fusion_sales_find_duplicate_contacts', + 'oracle_fusion_sales_get_account', + 'oracle_fusion_sales_get_activity', + 'oracle_fusion_sales_get_contact', + 'oracle_fusion_sales_get_lead', + 'oracle_fusion_sales_get_opportunity', + 'oracle_fusion_sales_get_sales_resource', + 'oracle_fusion_sales_list_accounts', + 'oracle_fusion_sales_list_activities', + 'oracle_fusion_sales_list_activity_assignees', + 'oracle_fusion_sales_list_activity_contacts', + 'oracle_fusion_sales_list_contacts', + 'oracle_fusion_sales_list_leads', + 'oracle_fusion_sales_list_opportunities', + 'oracle_fusion_sales_list_opportunity_contacts', + 'oracle_fusion_sales_list_opportunity_revenue', + 'oracle_fusion_sales_list_opportunity_team', + 'oracle_fusion_sales_list_sales_resources', + 'oracle_fusion_sales_reject_lead', + 'oracle_fusion_sales_remove_activity_assignee', + 'oracle_fusion_sales_remove_activity_contact', + 'oracle_fusion_sales_remove_opportunity_contact', + 'oracle_fusion_sales_remove_opportunity_team_member', + 'oracle_fusion_sales_update_account', + 'oracle_fusion_sales_update_activity', + 'oracle_fusion_sales_update_contact', + 'oracle_fusion_sales_update_lead', + 'oracle_fusion_sales_update_opportunity', + 'oracle_fusion_sales_update_opportunity_contact', + 'oracle_fusion_sales_update_opportunity_revenue', + 'oracle_fusion_sales_update_opportunity_team_member', +] as const + const OKTA_TOOL_IDS = ['okta_update_group'] as const const SALESFORCE_TOOL_IDS = ['salesforce_update_custom_field'] as const @@ -1428,6 +1486,10 @@ registerFamily(handlerLoaders, MICROSOFT_AD_TOOL_IDS, async () => { registerFamily(handlerLoaders, NETSUITE_TOOL_IDS, async () => { return (await import('@/lib/internal/netsuite/execute-tool')).executeNetsuiteTool }) +registerFamily(handlerLoaders, ORACLE_FUSION_SALES_TOOL_IDS, async () => { + return (await import('@/lib/internal/oracle-fusion-sales/execute-tool')) + .executeOracleFusionSalesTool +}) registerFamily(handlerLoaders, OKTA_TOOL_IDS, async () => { return (await import('@/lib/internal/okta/execute-tool')).executeOktaTool }) diff --git a/apps/sim/lib/oauth/oauth.ts b/apps/sim/lib/oauth/oauth.ts index b77cc07bd95..80267523c02 100644 --- a/apps/sim/lib/oauth/oauth.ts +++ b/apps/sim/lib/oauth/oauth.ts @@ -978,6 +978,24 @@ export const OAUTH_PROVIDERS: Record = { }, defaultService: 'netsuite', }, + oracle_fusion_sales: { + name: 'Oracle Fusion Sales', + icon: NetSuiteIcon, + services: { + oracle_fusion_sales: { + name: 'Oracle Fusion Sales', + description: + 'Manage Oracle Fusion sales records, activities, and opportunity relationships.', + providerId: 'oracle_fusion_sales', + serviceAccountProviderId: 'oracle-fusion-service-account', + icon: NetSuiteIcon, + baseProviderIcon: NetSuiteIcon, + scopes: [], + authType: 'service_account', + }, + }, + defaultService: 'oracle_fusion_sales', + }, reddit: { name: 'Reddit', icon: RedditIcon, diff --git a/apps/sim/lib/oauth/types.ts b/apps/sim/lib/oauth/types.ts index bd38a3d2189..a45e4b35f1d 100644 --- a/apps/sim/lib/oauth/types.ts +++ b/apps/sim/lib/oauth/types.ts @@ -151,6 +151,7 @@ export type OAuthService = | 'github' | 'monday' | 'zoho-desk' + | 'oracle_fusion_sales' export interface OAuthProviderConfig { name: string diff --git a/apps/sim/lib/selectors/manifest.test.ts b/apps/sim/lib/selectors/manifest.test.ts index df9322d33e3..925bcc162b1 100644 --- a/apps/sim/lib/selectors/manifest.test.ts +++ b/apps/sim/lib/selectors/manifest.test.ts @@ -9,8 +9,8 @@ describe('selector manifest', () => { const count = (classification: (typeof classifications)[number]) => classifications.filter((value) => value === classification).length - expect(Object.keys(selectorManifest)).toHaveLength(94) - expect(count('provider-server')).toBe(82) + expect(Object.keys(selectorManifest)).toHaveLength(110) + expect(count('provider-server')).toBe(98) expect(count('internal-server')).toBe(11) expect(count('local')).toBe(1) expect(classifications).not.toContain('provider-legacy') @@ -36,7 +36,7 @@ describe('selector manifest', () => { const rawConnectionKeys = providerKeys.filter( (key) => !serverSelectorRegistry[key as keyof typeof serverSelectorRegistry].credential ) - expect(providerKeys).toHaveLength(82) + expect(providerKeys).toHaveLength(98) expect(rawConnectionKeys.sort()).toEqual([ 'cloudwatch.logGroups', 'cloudwatch.logStreams', @@ -98,7 +98,7 @@ describe('selector manifest', () => { (attachment) => attachment.destination !== 'fixed' ) - expect(preparedDestinations).toHaveLength(13) + expect(preparedDestinations).toHaveLength(29) for (const attachment of preparedDestinations) { expect(attachment.destination).toEqual( expect.objectContaining({ diff --git a/apps/sim/lib/selectors/manifest.ts b/apps/sim/lib/selectors/manifest.ts index 172fcfa0ac5..11ea4c40245 100644 --- a/apps/sim/lib/selectors/manifest.ts +++ b/apps/sim/lib/selectors/manifest.ts @@ -86,6 +86,105 @@ function internalSelector( } export const selectorManifest = { + 'oracleFusionSales.accounts': providerSelector([], { + listMode: 'paginated', + search: true, + detail: true, + unknownDetail: true, + }), + 'oracleFusionSales.accountIds': providerSelector([], { + listMode: 'paginated', + search: true, + detail: true, + unknownDetail: true, + }), + 'oracleFusionSales.contacts': providerSelector([], { + listMode: 'paginated', + search: true, + detail: true, + unknownDetail: true, + }), + 'oracleFusionSales.contactIds': providerSelector([], { + listMode: 'paginated', + search: true, + detail: true, + unknownDetail: true, + }), + 'oracleFusionSales.leads': providerSelector([], { + listMode: 'paginated', + search: true, + detail: true, + unknownDetail: true, + }), + 'oracleFusionSales.leadIds': providerSelector([], { + listMode: 'paginated', + search: true, + detail: true, + unknownDetail: true, + }), + 'oracleFusionSales.opportunities': providerSelector([], { + listMode: 'paginated', + search: true, + detail: true, + unknownDetail: true, + }), + 'oracleFusionSales.opportunityIds': providerSelector([], { + listMode: 'paginated', + search: true, + detail: true, + unknownDetail: true, + }), + 'oracleFusionSales.activities': providerSelector([], { + listMode: 'paginated', + search: true, + detail: true, + unknownDetail: true, + }), + 'oracleFusionSales.resources': providerSelector([], { + listMode: 'paginated', + search: true, + detail: true, + unknownDetail: true, + }), + 'oracleFusionSales.owners': providerSelector([], { + listMode: 'paginated', + search: true, + detail: true, + unknownDetail: true, + }), + 'oracleFusionSales.leadStatuses': providerSelector([], { + listMode: 'paginated', + search: true, + detail: true, + unknownDetail: true, + }), + 'oracleFusionSales.opportunityStatuses': providerSelector(['businessUnitId'], { + readiness: { all: ['oauthCredential', 'businessUnitId'] }, + listMode: 'paginated', + search: true, + detail: true, + unknownDetail: true, + }), + 'oracleFusionSales.activityStatuses': providerSelector([], { + listMode: 'paginated', + search: true, + detail: true, + unknownDetail: true, + }), + 'oracleFusionSales.salesMethods': providerSelector(['businessUnitId'], { + readiness: { all: ['oauthCredential', 'businessUnitId'] }, + listMode: 'paginated', + search: true, + detail: true, + unknownDetail: true, + }), + 'oracleFusionSales.salesStages': providerSelector(['salesMethodId'], { + readiness: { all: ['oauthCredential', 'salesMethodId'] }, + listMode: 'paginated', + search: true, + detail: true, + unknownDetail: true, + }), 'airtable.bases': providerSelector([], { detail: true }), 'airtable.tables': providerSelector(['baseId'], { readiness: { all: ['oauthCredential', 'baseId'] }, diff --git a/apps/sim/lib/selectors/server/providers/oracle-fusion-sales.test.ts b/apps/sim/lib/selectors/server/providers/oracle-fusion-sales.test.ts new file mode 100644 index 00000000000..0e8f806a5f1 --- /dev/null +++ b/apps/sim/lib/selectors/server/providers/oracle-fusion-sales.test.ts @@ -0,0 +1,395 @@ +/** + * @vitest-environment node + */ +import { beforeEach, describe, expect, it, vi } from 'vitest' + +const mocks = vi.hoisted(() => ({ + bundle: vi.fn(), + list: vi.fn(), + operation: vi.fn(), + json: vi.fn(), +})) +vi.mock('@/lib/selectors/server/providers/credential-bundle', () => ({ + resolveSelectorCredentialBundle: mocks.bundle, +})) +vi.mock('@/lib/internal/oracle-fusion-sales/operations', () => ({ + listOracleFusionSalesRecords: mocks.list, + executeOracleFusionSalesOperation: mocks.operation, +})) +vi.mock('@/lib/internal/oracle-fusion/client', () => ({ + requestOracleFusionJson: mocks.json, +})) + +import { OracleFusionProviderError } from '@/lib/internal/oracle-fusion/errors' +import { + SelectorConnectionUnavailableError, + SelectorContextUnavailableError, + SelectorOptionsUnavailableError, +} from '@/lib/selectors/server/errors' +import { createSelectorProtectedValues } from '@/lib/selectors/server/protected-values' +import { oracleFusionSalesSelectorAttachments } from '@/lib/selectors/server/providers/oracle-fusion-sales' +import type { ExecuteServerSelectorArgs } from '@/lib/selectors/server/types' + +const ORIGIN = 'https://vision.fa.us2.oraclecloud.com' +const PREPARED = { + instanceUrl: ORIGIN, + oauthCredential: 'credential-1', + accessToken: 'private-token', +} +type SalesSelectorKey = keyof typeof oracleFusionSalesSelectorAttachments + +function args( + selectorKey: SalesSelectorKey, + overrides: Partial = {} +): ExecuteServerSelectorArgs { + return { + selectorKey, + context: {}, + request: { kind: 'list' }, + scope: { kind: 'workspace', workspaceId: 'workspace-1' }, + workspaceId: 'workspace-1', + principal: { kind: 'session', userId: 'user-1', sessionId: 'session-1' }, + requesterUserId: 'user-1', + references: new Map(), + protectedValues: createSelectorProtectedValues(), + ...overrides, + } +} + +function execute(key: SalesSelectorKey, overrides: Partial = {}) { + return oracleFusionSalesSelectorAttachments[key].execute(args(key, overrides), PREPARED) +} + +describe('Oracle Fusion Sales selector adapters', () => { + beforeEach(() => { + vi.clearAllMocks() + mocks.list.mockResolvedValue({ items: [], count: 0, limit: 50, offset: 0, hasMore: false }) + mocks.operation.mockResolvedValue({ + success: true, + output: { record: { PartyNumber: 'A001', OrganizationName: 'Example' } }, + }) + mocks.json.mockResolvedValue({ items: [], count: 0, limit: 50, offset: 0, hasMore: false }) + mocks.bundle.mockResolvedValue({ accessToken: 'private-token', instanceUrl: ORIGIN }) + }) + + it('binds all 16 selectors to the Sales service and a prepared credential destination', () => { + expect(Object.keys(oracleFusionSalesSelectorAttachments)).toHaveLength(16) + for (const attachment of Object.values(oracleFusionSalesSelectorAttachments)) { + expect(attachment.credential).toEqual({ + kind: 'stored', + field: 'oauthCredential', + serviceIds: ['oracle_fusion_sales'], + }) + expect(attachment.integrationBlockTypes).toEqual(['oracle_fusion_sales']) + expect(attachment.destination).toMatchObject({ + kind: 'credential-bound', + prepare: expect.any(Function), + }) + } + }) + + it('prepares only the credential-authoritative application origin', async () => { + const attachment = oracleFusionSalesSelectorAttachments['oracleFusionSales.accounts'] + if (attachment.destination === 'fixed') throw new Error('Expected credential-bound selector') + const input = args('oracleFusionSales.accounts', { + credential: { + suppliedId: 'credential-1', + access: { + resolvedCredentialId: 'credential-1', + credentialOwnerUserId: 'owner-1', + credentialType: 'service_account', + } as NonNullable['access'], + }, + context: { oauthCredential: 'credential-1' }, + }) + expect(await attachment.destination.prepare(input)).toEqual(PREPARED) + expect(mocks.bundle).toHaveBeenCalledWith({ + credential: input.credential, + protectedValues: input.protectedValues, + }) + + for (const instanceUrl of [undefined, 'https://attacker.example', `${ORIGIN}/crmRestApi`]) { + mocks.bundle.mockResolvedValue({ accessToken: 'private-token', instanceUrl }) + await expect(attachment.destination.prepare(input)).rejects.toBeInstanceOf( + SelectorConnectionUnavailableError + ) + } + }) + + it('keeps numeric account IDs separate from public numbers and projects only option fields', async () => { + mocks.list.mockResolvedValue({ + items: [ + { + PartyId: '9007199254740993', + PartyNumber: 'A001', + OrganizationName: 'Example', + EmailAddress: 'sales@example.com', + HiddenCustom: 'must-not-leak', + }, + ], + count: 1, + offset: 0, + limit: 50, + hasMore: false, + }) + expect(await execute('oracleFusionSales.accounts')).toEqual({ + kind: 'list', + items: [{ id: 'A001', label: 'Example', meta: { detail: 'sales@example.com' } }], + }) + expect(await execute('oracleFusionSales.accountIds')).toEqual({ + kind: 'list', + items: [{ id: '9007199254740993', label: 'Example', meta: { detail: 'A001' } }], + }) + }) + + it('uses one provider page and exposes its exact next offset', async () => { + mocks.list.mockResolvedValue({ + items: [{ LeadId: '123', LeadNumber: 'L001', Name: 'Inbound', resourceKey: 'OPAQUE' }], + count: 1, + offset: 50, + limit: 50, + hasMore: true, + nextOffset: 51, + }) + const signal = new AbortController().signal + expect( + await execute('oracleFusionSales.leads', { + request: { kind: 'list', cursor: '50', search: "Bill's 100%_deal" }, + signal, + }) + ).toEqual({ + kind: 'list', + items: [{ id: 'OPAQUE', label: 'Inbound', meta: { detail: 'L001' } }], + nextCursor: '51', + }) + expect(mocks.list).toHaveBeenCalledTimes(1) + expect(mocks.list).toHaveBeenCalledWith( + 'lead', + { + ...PREPARED, + offset: 50, + limit: 50, + q: "Name LIKE '%Bill''s 100\\%\\_deal%'", + }, + signal + ) + }) + + it.each(['https://attacker.example/page', '-1', '1.5', '01', '9007199254740992'])( + 'rejects invalid cursor %s without a provider request', + async (cursor) => { + await expect( + execute('oracleFusionSales.accounts', { + request: { kind: 'list', cursor }, + }) + ).rejects.toBeInstanceOf(SelectorContextUnavailableError) + expect(mocks.list).not.toHaveBeenCalled() + } + ) + + it('resolves numeric owner detail by PartyId instead of substituting a resource path', async () => { + mocks.list.mockResolvedValue({ + items: [{ PartyId: '9007199254740993', PartyNumber: 'R001', PartyName: 'Owner' }], + count: 1, + offset: 0, + limit: 2, + hasMore: false, + }) + expect( + await execute('oracleFusionSales.owners', { + request: { kind: 'detail', id: '9007199254740993' }, + }) + ).toEqual({ kind: 'detail', item: { id: '9007199254740993', label: 'Owner' } }) + expect(mocks.list).toHaveBeenCalledWith( + 'resource', + { + ...PREPARED, + q: 'PartyId=9007199254740993', + limit: 2, + offset: 0, + }, + undefined + ) + expect(mocks.operation).not.toHaveBeenCalled() + }) + + it('resolves opaque lead details with their returned key', async () => { + mocks.operation.mockResolvedValue({ + success: true, + output: { + record: { resourceKey: 'OPAQUE', LeadId: '123', LeadNumber: 'L001', Name: 'Inbound' }, + }, + }) + expect( + await execute('oracleFusionSales.leads', { + request: { kind: 'detail', id: 'OPAQUE' }, + }) + ).toEqual({ + kind: 'detail', + item: { id: 'OPAQUE', label: 'Inbound', meta: { detail: 'L001' } }, + }) + expect(mocks.operation).toHaveBeenCalledWith( + 'get_lead', + { + ...PREPARED, + leadKey: 'OPAQUE', + }, + undefined + ) + }) + + it('resolves an opportunity ID with the primary-key finder outside the default list scope', async () => { + mocks.list.mockResolvedValue({ + items: [{ OptyId: '123', OptyNumber: 'O001', Name: 'Closed renewal' }], + hasMore: false, + }) + expect( + await execute('oracleFusionSales.opportunityIds', { + request: { kind: 'detail', id: '123' }, + }) + ).toEqual({ + kind: 'detail', + item: { id: '123', label: 'Closed renewal', meta: { detail: 'O001' } }, + }) + expect(mocks.list).toHaveBeenCalledWith( + 'opportunity', + { + ...PREPARED, + finder: 'PrimaryKey;OptyId=123', + limit: 2, + offset: 0, + }, + undefined + ) + }) + + it('uses the exact method ID as the label when Oracle returns a nullable method name', async () => { + mocks.json.mockResolvedValue({ + items: [{ SalesMethodId: '9007199254740993', Name: null, DescriptionText: null }], + count: 1, + offset: 0, + limit: 50, + hasMore: false, + }) + expect( + await execute('oracleFusionSales.salesMethods', { + context: { businessUnitId: '123' }, + }) + ).toEqual({ + kind: 'list', + items: [{ id: '9007199254740993', label: '9007199254740993' }], + }) + }) + + it('requires business-unit context for opportunity statuses and method context for stages', async () => { + await expect(execute('oracleFusionSales.opportunityStatuses')).rejects.toBeInstanceOf( + SelectorContextUnavailableError + ) + await expect(execute('oracleFusionSales.salesStages')).rejects.toBeInstanceOf( + SelectorContextUnavailableError + ) + expect(mocks.json).not.toHaveBeenCalled() + }) + + it('uses Oracle opportunity-status lookup codes and a business-unit finder', async () => { + mocks.json.mockResolvedValue({ + items: [ + { + LookupCode: 'TENANT_OPEN', + Meaning: 'Open - Enterprise', + Description: 'Active', + Hidden: 'secret', + }, + ], + count: 1, + offset: 0, + limit: 50, + hasMore: false, + }) + expect( + await execute('oracleFusionSales.opportunityStatuses', { + context: { businessUnitId: '9007199254740993' }, + }) + ).toEqual({ + kind: 'list', + items: [{ id: 'TENANT_OPEN', label: 'Open - Enterprise', meta: { detail: 'Active' } }], + }) + expect(mocks.json.mock.calls[0][1]).toMatchObject({ + address: { family: 'crm', relativePath: 'optyStatusesLOV' }, + query: { + finder: + 'StatusByBUIdFinder;BindEnabledFlag=Y,BindLookupType=OPTY_STATUS,BindBUId=9007199254740993', + }, + }) + }) + + it('preserves sales-stage identifiers and the method dependency across pages', async () => { + mocks.json.mockResolvedValue({ + items: [{ StgId: '9007199254740993', Name: 'Discovery', DescriptionText: null }], + count: 1, + offset: 50, + limit: 50, + hasMore: true, + }) + expect( + await execute('oracleFusionSales.salesStages', { + context: { salesMethodId: '9007199254740995' }, + request: { kind: 'list', cursor: '50' }, + }) + ).toEqual({ + kind: 'list', + items: [{ id: '9007199254740993', label: 'Discovery' }], + nextCursor: '51', + }) + expect(mocks.json.mock.calls[0][1].query).toMatchObject({ + finder: 'SalesStageBySalesMethodFinder;BindSalesMethodId=9007199254740995', + offset: 50, + limit: 50, + }) + }) + + it.each([ + ['oracleFusionSales.leadStatuses', 'MKL_LEAD_STATUS'], + ['oracleFusionSales.activityStatuses', 'ZMM_ACTIVITY_STATUS_CD'], + ] as const)('%s uses its documented lookup family', async (key, lookupType) => { + await execute(key) + expect(mocks.json.mock.calls[0][1]).toMatchObject({ + address: { family: 'crm', relativePath: 'fndStaticLookups' }, + query: { finder: `LookupTypeActiveEnabledOrBindCodeFinder;BindLookupType=${lookupType}` }, + }) + }) + + it('returns missing detail without mistaking access failures for missing records', async () => { + mocks.operation.mockRejectedValue(new OracleFusionProviderError('Not found', 404)) + expect( + await execute('oracleFusionSales.accounts', { + request: { kind: 'detail', id: 'A001' }, + }) + ).toEqual({ kind: 'detail', item: null }) + mocks.operation.mockRejectedValue(new OracleFusionProviderError('Forbidden', 403)) + await expect( + execute('oracleFusionSales.accounts', { + request: { kind: 'detail', id: 'A001' }, + }) + ).rejects.toEqual(new SelectorConnectionUnavailableError(403)) + }) + + it('rejects ambiguous detail and preserves cancellation', async () => { + mocks.list.mockResolvedValue({ + items: [{ PartyId: '123' }, { PartyId: '124' }], + hasMore: false, + }) + await expect( + execute('oracleFusionSales.owners', { + request: { kind: 'detail', id: '123' }, + }) + ).rejects.toBeInstanceOf(SelectorOptionsUnavailableError) + + const controller = new AbortController() + const reason = new DOMException('Cancelled', 'AbortError') + controller.abort(reason) + await expect(execute('oracleFusionSales.accounts', { signal: controller.signal })).rejects.toBe( + reason + ) + }) +}) diff --git a/apps/sim/lib/selectors/server/providers/oracle-fusion-sales.ts b/apps/sim/lib/selectors/server/providers/oracle-fusion-sales.ts new file mode 100644 index 00000000000..e8eeb3a468e --- /dev/null +++ b/apps/sim/lib/selectors/server/providers/oracle-fusion-sales.ts @@ -0,0 +1,433 @@ +import { normalizeOracleFusionApplicationOrigin } from '@/lib/credentials/client-credential-accounts/descriptors' +import type { OracleFusionResolvedCredential } from '@/lib/internal/oracle-fusion/client' +import { requestOracleFusionJson } from '@/lib/internal/oracle-fusion/client' +import { OracleFusionProviderError } from '@/lib/internal/oracle-fusion/errors' +import { parseOracleFusionCollection } from '@/lib/internal/oracle-fusion/protocol' +import { + executeOracleFusionSalesOperation, + listOracleFusionSalesRecords, +} from '@/lib/internal/oracle-fusion-sales/operations' +import { + readOracleFusionSalesId, + readOracleFusionSalesObject, +} from '@/lib/internal/oracle-fusion-sales/projectors' +import { + oracleFusionSalesIdSchema, + oracleFusionSalesKeySchema, + oracleFusionSalesPublicNumberSchema, +} from '@/lib/internal/oracle-fusion-sales/schema' +import type { ServerSelectorKey } from '@/lib/selectors/manifest' +import { + SelectorConnectionUnavailableError, + SelectorContextUnavailableError, + SelectorOptionsUnavailableError, +} from '@/lib/selectors/server/errors' +import { resolveSelectorCredentialBundle } from '@/lib/selectors/server/providers/credential-bundle' +import { selectorProviderStatusError } from '@/lib/selectors/server/providers/provider-http' +import { + definePreparedSelectorAttachment, + detailSelectorResult, + type ExecuteServerSelectorArgs, + listSelectorResult, + type ServerSelectorAttachmentMap, +} from '@/lib/selectors/server/types' +import type { SafeSelectorOption } from '@/lib/selectors/types' +import type { OracleFusionSalesRecord } from '@/tools/oracle_fusion_sales/types' + +type SalesSelectorKey = Extract +type PreparedSalesCredential = OracleFusionResolvedCredential & { oauthCredential: string } + +interface RecordSelector { + entity: string + idField: string + labelField: string + detailField?: string + getOperation: string + keyParam: string + numericId?: boolean +} + +const RECORD_SELECTORS: Record = { + accounts: { + entity: 'account', + idField: 'PartyNumber', + labelField: 'OrganizationName', + detailField: 'EmailAddress', + getOperation: 'get_account', + keyParam: 'accountNumber', + }, + accountIds: { + entity: 'account', + idField: 'PartyId', + labelField: 'OrganizationName', + detailField: 'PartyNumber', + getOperation: 'get_account', + keyParam: 'accountNumber', + numericId: true, + }, + contacts: { + entity: 'contact', + idField: 'PartyNumber', + labelField: 'ContactName', + detailField: 'EmailAddress', + getOperation: 'get_contact', + keyParam: 'contactNumber', + }, + contactIds: { + entity: 'contact', + idField: 'PartyId', + labelField: 'ContactName', + detailField: 'EmailAddress', + getOperation: 'get_contact', + keyParam: 'contactNumber', + numericId: true, + }, + leads: { + entity: 'lead', + idField: 'resourceKey', + labelField: 'Name', + detailField: 'LeadNumber', + getOperation: 'get_lead', + keyParam: 'leadKey', + }, + leadIds: { + entity: 'lead', + idField: 'LeadId', + labelField: 'Name', + detailField: 'LeadNumber', + getOperation: 'get_lead', + keyParam: 'leadKey', + numericId: true, + }, + opportunities: { + entity: 'opportunity', + idField: 'OptyNumber', + labelField: 'Name', + detailField: 'StatusCode', + getOperation: 'get_opportunity', + keyParam: 'opportunityNumber', + }, + opportunityIds: { + entity: 'opportunity', + idField: 'OptyId', + labelField: 'Name', + detailField: 'OptyNumber', + getOperation: 'get_opportunity', + keyParam: 'opportunityNumber', + numericId: true, + }, + activities: { + entity: 'activity', + idField: 'ActivityNumber', + labelField: 'Subject', + detailField: 'ActivityFunctionCode', + getOperation: 'get_activity', + keyParam: 'activityNumber', + }, + resources: { + entity: 'resource', + idField: 'PartyNumber', + labelField: 'PartyName', + detailField: 'EmailAddress', + getOperation: 'get_sales_resource', + keyParam: 'resourceNumber', + }, + owners: { + entity: 'resource', + idField: 'PartyId', + labelField: 'PartyName', + detailField: 'EmailAddress', + getOperation: 'get_sales_resource', + keyParam: 'resourceNumber', + numericId: true, + }, +} + +const PAGE_SIZE = 50 + +function stringValue(value: unknown): string { + if (typeof value !== 'string' || !value.trim()) throw new SelectorOptionsUnavailableError() + return value +} + +function toRecordOption( + record: OracleFusionSalesRecord, + selector: RecordSelector +): SafeSelectorOption { + const id = stringValue(record[selector.idField]) + const name = record[selector.labelField] + const detail = selector.detailField ? record[selector.detailField] : undefined + return { + id, + label: typeof name === 'string' && name.trim() ? name : id, + ...(typeof detail === 'string' && detail ? { meta: { detail } } : {}), + } +} + +/** ADF framework 2+ doubles apostrophes; framework 9 permits escaping LIKE wildcards. */ +function quote(value: string): string { + return `'${value.replaceAll("'", "''")}'` +} + +function searchExpression(field: string, search?: string): string | undefined { + if (!search?.trim()) return undefined + if (search.length > 256) throw new SelectorContextUnavailableError() + const literal = search.trim().replace(/[\\%_*?]/g, (character) => `\\${character}`) + return `${field} LIKE ${quote(`%${literal}%`)}` +} + +function offsetFromCursor(cursor?: string): number { + if (cursor === undefined) return 0 + if (!/^(?:0|[1-9]\d{0,15})$/.test(cursor)) throw new SelectorContextUnavailableError() + const offset = Number(cursor) + if (!Number.isSafeInteger(offset) || offset > Number.MAX_SAFE_INTEGER - 100) { + throw new SelectorContextUnavailableError() + } + return offset +} + +function contextId(value?: string): string { + const parsed = oracleFusionSalesIdSchema.safeParse(value) + if (!parsed.success) throw new SelectorContextUnavailableError() + return parsed.data +} + +async function prepareCredential( + args: ExecuteServerSelectorArgs +): Promise { + // The shared executor has already authorized and bound the stored credential to Sales. + const bundle = await resolveSelectorCredentialBundle({ + credential: args.credential, + protectedValues: args.protectedValues, + }) + if (!bundle.instanceUrl) throw new SelectorConnectionUnavailableError() + const instanceUrl = normalizeOracleFusionApplicationOrigin(bundle.instanceUrl) + const oauthCredential = args.credential?.access?.resolvedCredentialId + if (!instanceUrl || !oauthCredential) throw new SelectorConnectionUnavailableError() + return { instanceUrl, accessToken: bundle.accessToken, oauthCredential } +} + +async function recordSelector( + args: ExecuteServerSelectorArgs, + credential: PreparedSalesCredential, + selector: RecordSelector +) { + if (args.request.kind === 'detail') { + const parsed = ( + selector.numericId + ? oracleFusionSalesIdSchema + : selector.entity === 'lead' + ? oracleFusionSalesKeySchema + : oracleFusionSalesPublicNumberSchema + ).safeParse(args.request.id) + if (!parsed.success) throw new SelectorContextUnavailableError() + if (selector.numericId) { + const result = await listOracleFusionSalesRecords( + selector.entity, + { + ...credential, + ...(selector.entity === 'opportunity' + ? { finder: `PrimaryKey;OptyId=${parsed.data}` } + : { q: `${selector.idField}=${parsed.data}` }), + limit: 2, + offset: 0, + }, + args.signal + ) + if (result.hasMore || result.items.length > 1) throw new SelectorOptionsUnavailableError() + const record = result.items[0] + if (record && record[selector.idField] !== parsed.data) { + throw new SelectorOptionsUnavailableError() + } + return detailSelectorResult(record ? toRecordOption(record, selector) : null) + } + const response = await executeOracleFusionSalesOperation( + selector.getOperation, + { + ...credential, + [selector.keyParam]: parsed.data, + }, + args.signal + ) + const record = response.output.record + if (!record) throw new SelectorOptionsUnavailableError() + return detailSelectorResult(toRecordOption(record, selector)) + } + const result = await listOracleFusionSalesRecords( + selector.entity, + { + ...credential, + q: searchExpression(selector.labelField, args.request.search), + limit: PAGE_SIZE, + offset: offsetFromCursor(args.request.cursor), + }, + args.signal + ) + return listSelectorResult( + result.items.map((record) => toRecordOption(record, selector)), + result.nextOffset === undefined ? undefined : String(result.nextOffset) + ) +} + +interface LookupDefinition { + path: string + idField: string + labelField: string + finder: string + numericId?: boolean + detailField?: string +} + +function lookupDefinition(kind: string, args: ExecuteServerSelectorArgs): LookupDefinition { + if (kind === 'salesMethods') { + return { + path: 'salesMethodsLOV', + idField: 'SalesMethodId', + labelField: 'Name', + numericId: true, + detailField: 'DescriptionText', + finder: `SalesMethodByBUFinder;BindBUId=${contextId(args.context.businessUnitId)}`, + } + } + if (kind === 'salesStages') { + return { + path: 'salesStagesLOV', + idField: 'StgId', + labelField: 'Name', + numericId: true, + detailField: 'DescriptionText', + finder: `SalesStageBySalesMethodFinder;BindSalesMethodId=${contextId(args.context.salesMethodId)}`, + } + } + if (kind === 'opportunityStatuses') { + return { + path: 'optyStatusesLOV', + idField: 'LookupCode', + labelField: 'Meaning', + detailField: 'Description', + finder: `StatusByBUIdFinder;BindEnabledFlag=Y,BindLookupType=OPTY_STATUS,BindBUId=${contextId(args.context.businessUnitId)}`, + } + } + const lookupType = + kind === 'leadStatuses' + ? 'MKL_LEAD_STATUS' + : kind === 'activityStatuses' + ? 'ZMM_ACTIVITY_STATUS_CD' + : undefined + if (!lookupType) throw new SelectorOptionsUnavailableError() + return { + path: 'fndStaticLookups', + idField: 'LookupCode', + labelField: 'Meaning', + detailField: 'Description', + finder: `LookupTypeActiveEnabledOrBindCodeFinder;BindLookupType=${lookupType}`, + } +} + +async function lookupSelector( + kind: string, + args: ExecuteServerSelectorArgs, + credential: PreparedSalesCredential +) { + const definition = lookupDefinition(kind, args) + const detail = args.request.kind === 'detail' + const id = args.request.kind === 'detail' ? args.request.id : undefined + if (id !== undefined && (!id || id.length > 256)) throw new SelectorContextUnavailableError() + const q = + id === undefined + ? searchExpression( + definition.labelField, + args.request.kind === 'list' ? args.request.search : undefined + ) + : `${definition.idField}=${definition.numericId ? contextId(id) : quote(id)}` + const offset = args.request.kind === 'list' ? offsetFromCursor(args.request.cursor) : 0 + const limit = detail ? 2 : PAGE_SIZE + const data = await requestOracleFusionJson( + credential, + { + address: { family: 'crm', relativePath: definition.path }, + query: { + finder: definition.finder, + q, + offset, + limit, + fields: [definition.idField, definition.labelField, definition.detailField] + .filter(Boolean) + .join(','), + onlyData: true, + }, + }, + args.signal + ) + const page = parseOracleFusionCollection( + data, + (value): SafeSelectorOption => { + const record = readOracleFusionSalesObject(value) + const id = definition.numericId + ? readOracleFusionSalesId(record[definition.idField]) + : stringValue(record[definition.idField]) + const name = record[definition.labelField] + const label = typeof name === 'string' && name.trim() ? name : id + const detail = definition.detailField ? record[definition.detailField] : undefined + return { id, label, ...(typeof detail === 'string' && detail ? { meta: { detail } } : {}) } + }, + { expectedOffset: offset, maxItems: limit } + ) + if (detail) { + if (page.hasMore || page.items.length > 1 || (page.items[0] && page.items[0].id !== id)) { + throw new SelectorOptionsUnavailableError() + } + return detailSelectorResult(page.items[0] ?? null) + } + return listSelectorResult(page.items, page.hasMore ? String(page.nextOffset) : undefined) +} + +async function execute(args: ExecuteServerSelectorArgs, credential: PreparedSalesCredential) { + args.signal?.throwIfAborted() + const kind = args.selectorKey.slice('oracleFusionSales.'.length) + try { + const result = Object.hasOwn(RECORD_SELECTORS, kind) + ? await recordSelector(args, credential, RECORD_SELECTORS[kind]) + : await lookupSelector(kind, args, credential) + args.signal?.throwIfAborted() + return result + } catch (error) { + args.signal?.throwIfAborted() + if (error instanceof OracleFusionProviderError) { + if (error.status === 404 && args.request.kind === 'detail') return detailSelectorResult(null) + throw selectorProviderStatusError(error.status) + } + if ( + error instanceof SelectorContextUnavailableError || + error instanceof SelectorOptionsUnavailableError + ) + throw error + throw new SelectorOptionsUnavailableError() + } +} + +const attachment = definePreparedSelectorAttachment({ + credential: { kind: 'stored', field: 'oauthCredential', serviceIds: ['oracle_fusion_sales'] }, + integrationBlockTypes: ['oracle_fusion_sales'], + destination: { kind: 'credential-bound', prepare: prepareCredential }, + execute, +}) + +export const oracleFusionSalesSelectorAttachments = { + 'oracleFusionSales.accounts': attachment, + 'oracleFusionSales.accountIds': attachment, + 'oracleFusionSales.contacts': attachment, + 'oracleFusionSales.contactIds': attachment, + 'oracleFusionSales.leads': attachment, + 'oracleFusionSales.leadIds': attachment, + 'oracleFusionSales.opportunities': attachment, + 'oracleFusionSales.opportunityIds': attachment, + 'oracleFusionSales.activities': attachment, + 'oracleFusionSales.resources': attachment, + 'oracleFusionSales.owners': attachment, + 'oracleFusionSales.leadStatuses': attachment, + 'oracleFusionSales.opportunityStatuses': attachment, + 'oracleFusionSales.activityStatuses': attachment, + 'oracleFusionSales.salesMethods': attachment, + 'oracleFusionSales.salesStages': attachment, +} satisfies ServerSelectorAttachmentMap diff --git a/apps/sim/lib/selectors/server/registry.ts b/apps/sim/lib/selectors/server/registry.ts index ef9a815f1af..c2f25609450 100644 --- a/apps/sim/lib/selectors/server/registry.ts +++ b/apps/sim/lib/selectors/server/registry.ts @@ -21,6 +21,7 @@ import { microsoftSelectorAttachments } from '@/lib/selectors/server/providers/m import { mondaySelectorAttachments } from '@/lib/selectors/server/providers/monday' import { netsuiteSelectorAttachments } from '@/lib/selectors/server/providers/netsuite' import { notionSelectorAttachments } from '@/lib/selectors/server/providers/notion' +import { oracleFusionSalesSelectorAttachments } from '@/lib/selectors/server/providers/oracle-fusion-sales' import { pipedriveSelectorAttachments } from '@/lib/selectors/server/providers/pipedrive' import { sharepointSelectorAttachments } from '@/lib/selectors/server/providers/sharepoint' import { slackSelectorAttachments } from '@/lib/selectors/server/providers/slack' @@ -55,6 +56,7 @@ export const serverSelectorRegistry = { ...mondaySelectorAttachments, ...netsuiteSelectorAttachments, ...notionSelectorAttachments, + ...oracleFusionSalesSelectorAttachments, ...pipedriveSelectorAttachments, ...sharepointSelectorAttachments, ...slackSelectorAttachments, diff --git a/apps/sim/lib/selectors/types.ts b/apps/sim/lib/selectors/types.ts index ad644b8946b..b81954595ca 100644 --- a/apps/sim/lib/selectors/types.ts +++ b/apps/sim/lib/selectors/types.ts @@ -43,6 +43,8 @@ export const selectorContextKeys = [ 'secure', 'username', 'password', + 'businessUnitId', + 'salesMethodId', ] as const export type SelectorContextKey = (typeof selectorContextKeys)[number] diff --git a/apps/sim/tools/generated/tool-ids.ts b/apps/sim/tools/generated/tool-ids.ts index 57668ac7738..fde959cb6d1 100644 --- a/apps/sim/tools/generated/tool-ids.ts +++ b/apps/sim/tools/generated/tool-ids.ts @@ -3,7 +3,7 @@ /** Every registered tool id, including versioned variants. */ const toolIds: string[] = JSON.parse( - '["a2a_cancel_task","a2a_get_agent_card","a2a_get_task","a2a_send_message","affinity_batch_update_entity_fields","affinity_batch_update_list_entry_fields","affinity_create_list","affinity_create_list_field_dropdown_option","affinity_create_merge","affinity_create_note","affinity_create_reminder","affinity_delete_list_field_dropdown_option","affinity_delete_note","affinity_get_company","affinity_get_current_user","affinity_get_entity_field_value","affinity_get_list","affinity_get_list_entry","affinity_get_list_entry_field","affinity_get_list_field_dropdown_option","affinity_get_merge","affinity_get_merge_task","affinity_get_note","affinity_get_opportunity","affinity_get_person","affinity_get_saved_view","affinity_get_transcript","affinity_get_user","affinity_list_calls","affinity_list_chat_messages","affinity_list_companies","affinity_list_coworker_connections","affinity_list_emails","affinity_list_entity_field_values","affinity_list_entity_list_entries","affinity_list_entity_lists","affinity_list_entity_notes","affinity_list_entity_relationships","affinity_list_field_dropdown_options","affinity_list_field_metadata","affinity_list_field_value_changes","affinity_list_investor_executive_connections","affinity_list_list_entries","affinity_list_list_entry_field_value_changes","affinity_list_list_entry_fields","affinity_list_list_field_dropdown_options","affinity_list_list_fields","affinity_list_lists","affinity_list_meetings","affinity_list_merge_tasks","affinity_list_merges","affinity_list_note_attached_companies","affinity_list_note_attached_opportunities","affinity_list_note_attached_persons","affinity_list_note_replies","affinity_list_notes","affinity_list_opportunities","affinity_list_persons","affinity_list_reminders","affinity_list_saved_view_entries","affinity_list_saved_views","affinity_list_transcript_fragments","affinity_list_transcripts","affinity_list_users","affinity_search_companies","affinity_search_files","affinity_search_list_entries","affinity_search_notes","affinity_search_persons","affinity_semantic_search","affinity_update_entity_field_value","affinity_update_list_entry_field","affinity_update_list_field_dropdown_option","affinity_update_note","agentmail_create_draft","agentmail_create_inbox","agentmail_delete_draft","agentmail_delete_inbox","agentmail_delete_thread","agentmail_forward_message","agentmail_get_draft","agentmail_get_inbox","agentmail_get_message","agentmail_get_thread","agentmail_list_drafts","agentmail_list_inboxes","agentmail_list_messages","agentmail_list_threads","agentmail_reply_message","agentmail_send_draft","agentmail_send_message","agentmail_update_draft","agentmail_update_inbox","agentmail_update_message","agentmail_update_thread","agentphone_create_call","agentphone_create_contact","agentphone_create_number","agentphone_delete_contact","agentphone_get_call","agentphone_get_call_transcript","agentphone_get_contact","agentphone_get_conversation","agentphone_get_conversation_messages","agentphone_get_number_messages","agentphone_get_usage","agentphone_get_usage_daily","agentphone_get_usage_monthly","agentphone_list_calls","agentphone_list_contacts","agentphone_list_conversations","agentphone_list_numbers","agentphone_react_to_message","agentphone_release_number","agentphone_send_message","agentphone_update_contact","agentphone_update_conversation","agiloft_async_status","agiloft_attach_file","agiloft_attachment_info","agiloft_create_record","agiloft_delete_record","agiloft_get_choice_line_id","agiloft_list_tables","agiloft_lock_record","agiloft_nlp_search","agiloft_read_record","agiloft_remove_attachment","agiloft_retrieve_attachment","agiloft_run_action_button","agiloft_saved_search","agiloft_search_records","agiloft_select_records","agiloft_update_record","agiloft_upsert_record","ahrefs_anchors","ahrefs_backlinks","ahrefs_backlinks_stats","ahrefs_batch_analysis","ahrefs_broken_backlinks","ahrefs_domain_rating","ahrefs_domain_rating_history","ahrefs_keyword_overview","ahrefs_keywords_history","ahrefs_metrics","ahrefs_metrics_history","ahrefs_organic_competitors","ahrefs_organic_keywords","ahrefs_paid_pages","ahrefs_rank_tracker_competitors_overview","ahrefs_rank_tracker_competitors_stats","ahrefs_rank_tracker_overview","ahrefs_rank_tracker_serp_overview","ahrefs_refdomains_history","ahrefs_referring_domains","ahrefs_related_terms","ahrefs_site_audit_page_explorer","ahrefs_top_pages","airtable_create_records","airtable_delete_records","airtable_get_base_schema","airtable_get_record","airtable_list_bases","airtable_list_records","airtable_list_tables","airtable_update_multiple_records","airtable_update_record","airtable_upsert_records","airweave_search","algolia_add_record","algolia_batch_operations","algolia_browse_records","algolia_clear_records","algolia_copy_move_index","algolia_delete_by_filter","algolia_delete_index","algolia_delete_record","algolia_get_record","algolia_get_records","algolia_get_settings","algolia_get_task_status","algolia_list_indices","algolia_partial_update_record","algolia_search","algolia_update_settings","amplitude_event_segmentation","amplitude_funnels","amplitude_get_active_users","amplitude_get_revenue","amplitude_group_identify","amplitude_identify_user","amplitude_list_events","amplitude_realtime_active_users","amplitude_retention","amplitude_send_event","amplitude_user_activity","amplitude_user_profile","amplitude_user_search","apify_get_dataset_items","apify_get_run","apify_run_actor_async","apify_run_actor_sync","apify_run_task","apollo_account_bulk_create","apollo_account_bulk_update","apollo_account_create","apollo_account_search","apollo_account_update","apollo_contact_bulk_create","apollo_contact_bulk_update","apollo_contact_create","apollo_contact_search","apollo_contact_update","apollo_email_accounts","apollo_opportunity_create","apollo_opportunity_get","apollo_opportunity_search","apollo_opportunity_update","apollo_organization_bulk_enrich","apollo_organization_enrich","apollo_organization_search","apollo_people_bulk_enrich","apollo_people_enrich","apollo_people_search","apollo_sequence_add_contacts","apollo_sequence_search","apollo_task_create","apollo_task_search","appconfig_create_application","appconfig_create_configuration_profile","appconfig_create_environment","appconfig_create_hosted_configuration_version","appconfig_delete_application","appconfig_delete_configuration_profile","appconfig_delete_environment","appconfig_delete_hosted_configuration_version","appconfig_get_application","appconfig_get_configuration","appconfig_get_configuration_profile","appconfig_get_deployment","appconfig_get_environment","appconfig_get_hosted_configuration_version","appconfig_list_applications","appconfig_list_configuration_profiles","appconfig_list_deployment_strategies","appconfig_list_deployments","appconfig_list_environments","appconfig_list_hosted_configuration_versions","appconfig_start_deployment","appconfig_stop_deployment","appconfig_update_application","appconfig_update_configuration_profile","appconfig_update_environment","arxiv_get_author_papers","arxiv_get_paper","arxiv_search","asana_add_comment","asana_add_followers","asana_create_project","asana_create_section","asana_create_subtask","asana_create_task","asana_delete_task","asana_get_project","asana_get_projects","asana_get_task","asana_list_sections","asana_list_workspaces","asana_search_tasks","asana_update_task","ashby_add_candidate_tag","ashby_anonymize_candidate","ashby_change_application_source","ashby_change_application_stage","ashby_create_application","ashby_create_candidate","ashby_create_note","ashby_delete_application","ashby_get_application","ashby_get_candidate","ashby_get_job","ashby_get_job_posting","ashby_get_offer","ashby_get_opening","ashby_list_application_feedback","ashby_list_application_history","ashby_list_applications","ashby_list_archive_reasons","ashby_list_candidate_tags","ashby_list_candidates","ashby_list_custom_fields","ashby_list_departments","ashby_list_interview_plans","ashby_list_interview_stages","ashby_list_interviews","ashby_list_job_postings","ashby_list_jobs","ashby_list_locations","ashby_list_notes","ashby_list_offers","ashby_list_openings","ashby_list_sources","ashby_list_users","ashby_remove_candidate_tag","ashby_search_candidates","ashby_search_jobs","ashby_search_openings","ashby_search_users","ashby_set_custom_field_value","ashby_set_custom_field_values","ashby_transfer_application","ashby_update_candidate","ashby_upload_candidate_file","ashby_upload_resume","athena_batch_get_query_execution","athena_create_named_query","athena_delete_named_query","athena_get_named_query","athena_get_query_execution","athena_get_query_results","athena_list_databases","athena_list_named_queries","athena_list_query_executions","athena_list_table_metadata","athena_start_query","athena_stop_query","attio_assert_record","attio_create_attribute","attio_create_comment","attio_create_list","attio_create_list_entry","attio_create_note","attio_create_object","attio_create_record","attio_create_task","attio_create_webhook","attio_delete_comment","attio_delete_list_entry","attio_delete_note","attio_delete_record","attio_delete_task","attio_delete_webhook","attio_get_attribute","attio_get_comment","attio_get_list","attio_get_list_entry","attio_get_member","attio_get_note","attio_get_object","attio_get_record","attio_get_task","attio_get_thread","attio_get_webhook","attio_list_attributes","attio_list_lists","attio_list_members","attio_list_notes","attio_list_objects","attio_list_records","attio_list_tasks","attio_list_threads","attio_list_webhooks","attio_query_list_entries","attio_search_records","attio_update_attribute","attio_update_list","attio_update_list_entry","attio_update_object","attio_update_record","attio_update_task","attio_update_webhook","azure_data_explorer_create_table","azure_data_explorer_drop_table","azure_data_explorer_ingest_from_query","azure_data_explorer_ingest_inline","azure_data_explorer_list_databases","azure_data_explorer_list_fu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e_delete_customer","square_delete_invoice","square_get_catalog_object","square_get_customer","square_get_invoice","square_get_location","square_get_order","square_get_payment","square_get_refund","square_list_catalog","square_list_customers","square_list_invoices","square_list_locations","square_list_payments","square_list_refunds","square_pay_order","square_publish_invoice","square_refund_payment","square_search_catalog_objects","square_search_customers","square_search_invoices","square_search_orders","square_update_customer","square_upsert_catalog_object","ssh_check_command_exists","ssh_check_file_exists","ssh_create_directory","ssh_delete_file","ssh_download_file","ssh_execute_command","ssh_execute_script","ssh_get_system_info","ssh_list_directory","ssh_move_rename","ssh_read_file_content","ssh_upload_file","ssh_write_file_content","stagehand_agent","stagehand_extract","stripe_cancel_payment_intent","stripe_cancel_subscription","stripe_capture_charge","stripe_capture_payment_intent","stripe_confirm_payment_intent","stripe_create_charge","stripe_create_customer","stripe_create_invoice","stripe_create_payment_intent","stripe_create_price","stripe_create_product","stripe_create_subscription","stripe_delete_customer","stripe_delete_invoice","stripe_delete_product","stripe_finalize_invoice","stripe_list_charges","stripe_list_customers","stripe_list_events","stripe_list_invoices","stripe_list_payment_intents","stripe_list_prices","stripe_list_products","stripe_list_subscriptions","stripe_pay_invoice","stripe_resume_subscription","stripe_retrieve_charge","stripe_retrieve_customer","stripe_retrieve_event","stripe_retrieve_invoice","stripe_retrieve_payment_intent","stripe_retrieve_price","stripe_retrieve_product","stripe_retrieve_subscription","stripe_search_charges","stripe_search_customers","stripe_search_invoices","stripe_search_payment_intents","stripe_search_prices","stripe_search_products","stripe_search_subscriptions","stripe_send_invoice","stripe_update_charge","stripe_update_customer","stripe_update_invoice","stripe_update_payment_intent","stripe_update_price","stripe_update_product","stripe_update_subscription","stripe_void_invoice","sts_assume_role","sts_assume_role_with_saml","sts_assume_role_with_web_identity","sts_get_access_key_info","sts_get_caller_identity","sts_get_session_token","stt_assemblyai","stt_assemblyai_v2","stt_deepgram","stt_deepgram_v2","stt_elevenlabs","stt_elevenlabs_v2","stt_gemini","stt_gemini_v2","stt_whisper","stt_whisper_v2","supabase_count","supabase_delete","supabase_get_row","supabase_insert","supabase_introspect","supabase_invoke_function","supabase_query","supabase_rpc","supabase_storage_copy","supabase_storage_create_bucket","supabase_storage_create_signed_upload_url","supabase_storage_create_signed_url","supabase_storage_delete","supabase_storage_delete_bucket","supabase_storage_download","supabase_storage_empty_bucket","supabase_storage_get_public_url","supabase_storage_list","supabase_storage_list_buckets","supabase_storage_move","supabase_storage_update_bucket","supabase_storage_upload","supabase_text_search","supabase_update","supabase_upsert","supabase_vector_search","table_batch_insert_rows","table_create","table_delete_row","table_delete_rows_by_filter","table_get_row","table_get_schema","table_insert_row","table_list","table_query_rows","table_query_rows_v2","table_update_row","table_update_rows_by_filter","table_upsert_row","tailscale_authorize_device","tailscale_create_auth_key","tailscale_delete_auth_key","tailscale_delete_device","tailscale_delete_user","tailscale_expire_device_key","tailscale_get_acl","tailscale_get_auth_key","tailscale_get_device","tailscale_get_device_routes","tailscale_get_dns_preferences","tailscale_get_dns_searchpaths","tailscale_list_auth_keys","tailscale_list_devices","tailscale_list_dns_nameservers","tailscale_list_users","tailscale_set_acl","tailscale_set_device_routes","tailscale_set_device_tags","tailscale_set_dns_nameservers","tailscale_set_dns_preferences","tailscale_set_dns_searchpaths","tailscale_suspend_user","tailscale_update_device_key","tavily_crawl","tavily_extract","tavily_map","tavily_search","telegram_copy_message","telegram_delete_message","telegram_edit_message_text","telegram_forward_message","telegram_get_chat","telegram_get_chat_member","telegram_message","telegram_pin_message","telegram_send_animation","telegram_send_audio","telegram_send_chat_action","telegram_send_contact","telegram_send_document","telegram_send_location","telegram_send_photo","telegram_send_poll","telegram_send_video","telegram_set_message_reaction","telegram_unpin_message","temporal_cancel_workflow","temporal_count_workflows","temporal_create_schedule","temporal_delete_schedule","temporal_describe_schedule","temporal_describe_task_queue","temporal_describe_workflow","temporal_get_workflow_history","temporal_list_schedules","temporal_list_workflows","temporal_pause_schedule","temporal_query_workflow","temporal_reset_workflow","temporal_signal_with_start","temporal_signal_workflow","temporal_start_workflow","temporal_terminate_workflow","temporal_trigger_schedule","temporal_unpause_schedule","temporal_update_workflow","textract_analyze_expense","textract_analyze_id","textract_parser","textract_parser_v2","thinking_tool","thrive_add_audience_managers","thrive_add_audience_members","thrive_add_user_tags","thrive_create_assignment","thrive_create_audience","thrive_create_completion","thrive_create_user","thrive_delete_assignment","thrive_delete_audience","thrive_delete_user","thrive_get_activity","thrive_get_assignment","thrive_get_audience","thrive_get_completion","thrive_get_content","thrive_get_cpd_category","thrive_get_cpd_entry","thrive_get_cpd_requirement","thrive_get_enrolment","thrive_get_skill_levels","thrive_get_tag","thrive_get_user_by_id","thrive_get_user_by_ref","thrive_list_assignments","thrive_list_audience_managers","thrive_list_audience_members","thrive_list_audiences","thrive_list_completions","thrive_list_enrolments","thrive_list_tags","thrive_query_activities","thrive_query_content","thrive_query_cpd_categories","thrive_query_cpd_entries","thrive_query_cpd_requirements","thrive_query_cpd_user_summaries","thrive_remove_audience_manager","thrive_remove_audience_member","thrive_remove_user_tags","thrive_replace_audience_managers","thrive_replace_audience_members","thrive_search_users","thrive_suspend_user","thrive_update_assignment","thrive_update_audience","thrive_update_user","thrive_update_user_skills","tiktok_get_post_status","tiktok_get_user","tiktok_list_videos","tiktok_query_videos","tiktok_upload_video_draft","tinybird_append_datasource","tinybird_delete_datasource_rows","tinybird_events","tinybird_get_job","tinybird_query","tinybird_query_pipe","tinybird_truncate_datasource","tinyfish_cancel_run","tinyfish_fetch","tinyfish_get_run","tinyfish_list_runs","tinyfish_list_vault_items","tinyfish_run","tinyfish_run_async","tinyfish_search","trello_add_checklist","trello_add_checklist_item","trello_add_comment","trello_add_label","trello_add_member","trello_create_board","trello_create_card","trello_create_list","trello_delete_card","trello_get_actions","trello_get_board","trello_get_card","trello_list_cards","trello_list_lists","trello_list_members","trello_remove_label","trello_remove_member","trello_search","trello_update_card","trello_update_checklist_item","trello_update_list","trigger_dev_activate_schedule","trigger_dev_add_run_tags","trigger_dev_batch_trigger_task","trigger_dev_cancel_run","trigger_dev_complete_waitpoint_token","trigger_dev_create_env_var","trigger_dev_create_schedule","trigger_dev_create_waitpoint_token","trigger_dev_deactivate_schedule","trigger_dev_delete_env_var","trigger_dev_delete_schedule","trigger_dev_execute_query","trigger_dev_get_batch","trigger_dev_get_batch_results","trigger_dev_get_deployment","trigger_dev_get_env_var","trigger_dev_get_latest_deployment","trigger_dev_get_query_schema","trigger_dev_get_queue","trigger_dev_get_run","trigger_dev_get_run_events","trigger_dev_get_run_result","trigger_dev_get_run_trace","trigger_dev_get_schedule","trigger_dev_get_waitpoint_token","trigger_dev_import_env_vars","trigger_dev_list_deployments","trigger_dev_list_env_vars","trigger_dev_list_queues","trigger_dev_list_runs","trigger_dev_list_schedules","trigger_dev_list_timezones","trigger_dev_list_waitpoint_tokens","trigger_dev_override_queue_concurrency","trigger_dev_pause_queue","trigger_dev_promote_deployment","trigger_dev_replay_run","trigger_dev_reschedule_run","trigger_dev_reset_queue_concurrency","trigger_dev_resume_queue","trigger_dev_trigger_task","trigger_dev_update_env_var","trigger_dev_update_run_metadata","trigger_dev_update_schedule","tts_azure","tts_cartesia","tts_deepgram","tts_elevenlabs","tts_google","tts_openai","tts_playht","twilio_send_sms","twilio_voice_get_recording","twilio_voice_list_calls","twilio_voice_make_call","typeform_create_form","typeform_delete_form","typeform_files","typeform_get_form","typeform_insights","typeform_list_forms","typeform_responses","typeform_update_form","upstash_redis_command","upstash_redis_delete","upstash_redis_exists","upstash_redis_expire","upstash_redis_get","upstash_redis_hget","upstash_redis_hgetall","upstash_redis_hset","upstash_redis_incr","upstash_redis_incrby","upstash_redis_keys","upstash_redis_lpush","upstash_redis_lrange","upstash_redis_set","upstash_redis_setnx","upstash_redis_ttl","uptimerobot_create_alert_contact","uptimerobot_create_maintenance_window","uptimerobot_create_monitor","uptimerobot_create_psp","uptimerobot_delete_alert_contact","uptimerobot_delete_maintenance_window","uptimerobot_delete_monitor","uptimerobot_delete_psp","uptimerobot_get_account","uptimerobot_get_alert_contact","uptimerobot_get_incident","uptimerobot_get_maintenance_window","uptimerobot_get_monitor","uptimerobot_get_psp","uptimerobot_list_alert_contacts","uptimerobot_list_incidents","uptimerobot_list_maintenance_windows","uptimerobot_list_monitors","uptimerobot_list_psps","uptimerobot_pause_monitor","uptimerobot_start_monitor","uptimerobot_update_maintenance_window","uptimerobot_update_monitor","uptimerobot_update_psp","vanta_download_document_file","vanta_get_control","vanta_get_document","vanta_get_framework","vanta_get_person","vanta_get_policy","vanta_get_risk_scenario","vanta_get_test","vanta_get_vendor","vanta_get_vulnerable_asset","vanta_list_control_documents","vanta_list_control_tests","vanta_list_controls","vanta_list_document_uploads","vanta_list_documents","vanta_list_framework_controls","vanta_list_frameworks","vanta_list_monitored_computers","vanta_list_people","vanta_list_policies","vanta_list_risk_scenarios","vanta_list_test_entities","vanta_list_tests","vanta_list_vendors","vanta_list_vulnerabilities","vanta_list_vulnerability_remediations","vanta_list_vulnerable_assets","vanta_submit_document","vanta_upload_document_file","vercel_add_domain","vercel_add_project_domain","vercel_cancel_deployment","vercel_create_alias","vercel_create_check","vercel_create_deployment","vercel_create_dns_record","vercel_create_edge_config","vercel_create_env_var","vercel_create_project","vercel_create_webhook","vercel_delete_alias","vercel_delete_deployment","vercel_delete_dns_record","vercel_delete_domain","vercel_delete_edge_config","vercel_delete_env_var","vercel_delete_project","vercel_delete_webhook","vercel_get_alias","vercel_get_check","vercel_get_deployment","vercel_get_deployment_events","vercel_get_domain","vercel_get_domain_config","vercel_get_edge_config","vercel_get_edge_config_items","vercel_get_env_vars","vercel_get_project","vercel_get_team","vercel_get_user","vercel_get_webhook","vercel_list_aliases","vercel_list_checks","vercel_list_deployment_files","vercel_list_deployments","vercel_list_dns_records","vercel_list_domains","vercel_list_edge_configs","vercel_list_project_domains","vercel_list_projects","vercel_list_team_members","vercel_list_teams","vercel_list_webhooks","vercel_pause_project","vercel_promote_deployment","vercel_remove_project_domain","vercel_rerequest_check","vercel_unpause_project","vercel_update_check","vercel_update_dns_record","vercel_update_edge_config_items","vercel_update_env_var","vercel_update_project","vercel_update_project_domain","vercel_verify_project_domain","video_falai","video_luma","video_minimax","video_runway","video_veo","vision_tool","vision_tool_v2","wealthbox_read_contact","wealthbox_read_note","wealthbox_read_task","wealthbox_write_contact","wealthbox_write_note","wealthbox_write_task","webflow_create_item","webflow_delete_item","webflow_get_item","webflow_list_items","webflow_update_item","webhook_request","whatsapp_get_media","whatsapp_mark_read","whatsapp_send_interactive","whatsapp_send_media","whatsapp_send_message","whatsapp_send_reaction","whatsapp_send_template","whatsapp_upload_media","wikipedia_content","wikipedia_random","wikipedia_search","wikipedia_summary","windchill_check_in_document","windchill_check_in_documents","windchill_check_out_document","windchill_check_out_documents","windchill_create_document","windchill_create_documents","windchill_delete_document","windchill_delete_documents","windchill_download_attachment","windchill_download_primary_content","windchill_get_document","windchill_get_document_structure","windchill_get_primary_content","windchill_get_valid_state_transitions","windchill_list_attachments","windchill_list_documents","windchill_revise_document","windchill_revise_documents","windchill_set_lifecycle_state","windchill_undo_check_out_document","windchill_undo_check_out_documents","windchill_update_common_properties","windchill_update_document","windchill_update_document_security_labels","windchill_update_documents","windchill_upload_attachments","windchill_upload_primary_content","wiza_company_enrichment","wiza_get_credits","wiza_individual_reveal","wiza_prospect_search","wordpress_create_category","wordpress_create_comment","wordpress_create_page","wordpress_create_post","wordpress_create_tag","wordpress_delete_category","wordpress_delete_comment","wordpress_delete_media","wordpress_delete_page","wordpress_delete_post","wordpress_delete_tag","wordpress_get_category","wordpress_get_current_user","wordpress_get_media","wordpress_get_page","wordpress_get_post","wordpress_get_tag","wordpress_get_user","wordpress_list_categories","wordpress_list_comments","wordpress_list_media","wordpress_list_pages","wordpress_list_posts","wordpress_list_tags","wordpress_list_users","wordpress_search_content","wordpress_update_category","wordpress_update_comment","wordpress_update_page","wordpress_update_post","wordpress_update_tag","wordpress_upload_media","workday_assign_onboarding","workday_change_job","workday_create_prehire","workday_get_compensation","workday_get_organizations","workday_get_worker","workday_hire_employee","workday_list_workers","workday_terminate_worker","workday_update_worker","workflow_executor","x_create_bookmark","x_create_tweet","x_delete_bookmark","x_delete_tweet","x_get_blocking","x_get_bookmarks","x_get_followers","x_get_following","x_get_liked_tweets","x_get_liking_users","x_get_me","x_get_personalized_trends","x_get_quote_tweets","x_get_retweeted_by","x_get_trends_by_woeid","x_get_tweets_by_ids","x_get_usage","x_get_user_mentions","x_get_user_timeline","x_get_user_tweets","x_hide_reply","x_manage_block","x_manage_follow","x_manage_like","x_manage_mute","x_manage_retweet","x_read","x_search","x_search_tweets","x_search_users","x_user","x_write","youtube_channel_info","youtube_channel_playlists","youtube_channel_videos","youtube_comments","youtube_playlist_items","youtube_search","youtube_trending","youtube_video_categories","youtube_video_details","zendesk_autocomplete_organizations","zendesk_create_organization","zendesk_create_organizations_bulk","zendesk_create_ticket","zendesk_create_tickets_bulk","zendesk_create_user","zendesk_create_users_bulk","zendesk_delete_organization","zendesk_delete_ticket","zendesk_delete_user","zendesk_get_current_user","zendesk_get_organization","zendesk_get_organizations","zendesk_get_ticket","zendesk_get_tickets","zendesk_get_user","zendesk_get_users","zendesk_merge_tickets","zendesk_search","zendesk_search_count","zendesk_search_users","zendesk_update_organization","zendesk_update_ticket","zendesk_update_tickets_bulk","zendesk_update_user","zendesk_update_users_bulk","zep_add_messages","zep_add_user","zep_create_thread","zep_delete_thread","zep_get_context","zep_get_messages","zep_get_threads","zep_get_user","zep_get_user_threads","zerobounce_get_credits","zerobounce_verify_email","zoho_desk_add_comment","zoho_desk_get_attachment","zoho_desk_get_contact","zoho_desk_get_thread","zoho_desk_get_ticket","zoho_desk_list_comments","zoho_desk_list_organizations","zoho_desk_list_threads","zoho_desk_list_tickets","zoho_desk_update_ticket","zoom_create_meeting","zoom_delete_meeting","zoom_delete_recording","zoom_get_meeting","zoom_get_meeting_invitation","zoom_get_meeting_recordings","zoom_list_meetings","zoom_list_past_participants","zoom_list_recordings","zoom_update_meeting","zoominfo_enrich_companies","zoominfo_enrich_contacts","zoominfo_search_companies","zoominfo_search_contacts","zoominfo_search_intent","zoominfo_search_news"]' ) export default toolIds diff --git a/apps/sim/tools/generated/tool-metadata.ts b/apps/sim/tools/generated/tool-metadata.ts index 6b4914f6345..f701b7851fa 100644 --- a/apps/sim/tools/generated/tool-metadata.ts +++ b/apps/sim/tools/generated/tool-metadata.ts @@ -3,7 +3,7 @@ /** Serializable metadata for every built-in tool, keyed by tool id. */ const toolMetadata: Record = JSON.parse( - '{"a2a_cancel_task":{"id":"a2a_cancel_task","name":"A2A Cancel Task","description":"Request cancellation of an in-progress A2A task.","version":"1.0.0","params":{"agentUrl":{"type":"string","required":true,"visibility":"user-only","description":"The A2A agent endpoint URL"},"taskId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The task ID to cancel"},"apiKey":{"type":"string","required":false,"visibility":"user-only","description":"API key for authentication (if required)"}},"hostedApiKey":"none"},"a2a_get_agent_card":{"id":"a2a_get_agent_card","name":"A2A Get Agent Card","description":"Fetch the Agent Card (discovery document) for an external A2A agent.","version":"1.0.0","params":{"agentUrl":{"type":"string","required":true,"visibility":"user-only","description":"The A2A agent endpoint URL"},"apiKey":{"type":"string","required":false,"visibility":"user-only","description":"API key for authentication (if required)"}},"hostedApiKey":"none"},"a2a_get_task":{"id":"a2a_get_task","name":"A2A Get Task","description":"Retrieve the current state and result of an A2A task.","version":"1.0.0","params":{"agentUrl":{"type":"string","required":true,"visibility":"user-only","description":"The A2A agent endpoint URL"},"taskId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The task ID to retrieve"},"historyLength":{"type":"number","required":false,"visibility":"user-or-llm","description":"Maximum number of history messages to include"},"apiKey":{"type":"string","required":false,"visibility":"user-only","description":"API key for authentication (if required)"}},"hostedApiKey":"none"},"a2a_send_message":{"id":"a2a_send_message","name":"A2A Send Message","description":"Send a message to an external A2A agent and return its response.","version":"1.0.0","params":{"agentUrl":{"type":"string","required":true,"visibility":"user-only","description":"The A2A agent endpoint URL"},"message":{"type":"string","required":true,"visibility":"user-or-llm","description":"The message text to send"},"data":{"type":"json","required":false,"visibility":"user-or-llm","description":"Optional structured JSON data to attach"},"files":{"type":"json","required":false,"visibility":"user-or-llm","description":"Optional files to attach"},"taskId":{"type":"string","required":false,"visibility":"user-or-llm","description":"Existing task ID to continue"},"contextId":{"type":"string","required":false,"visibility":"user-or-llm","description":"Conversation context ID to continue"},"apiKey":{"type":"string","required":false,"visibility":"user-only","description":"API key for authentication (if required)"}},"hostedApiKey":"none"},"affinity_batch_update_entity_fields":{"id":"affinity_batch_update_entity_fields","name":"Affinity Batch Update Entity Fields","description":"Write up to 100 non-list field values on one company or person in a single request.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"entityType":{"type":"string","required":true,"visibility":"user-or-llm","description":"Which entity to write the fields on: companies or persons"},"entityId":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of that company or person"},"updates":{"type":"json","required":true,"visibility":"user-or-llm","description":"Up to 100 field updates as [{\\"id\\":\\"\\",\\"value\\":{\\"type\\":\\"…\\",\\"data\\":…}}], using the same value shapes as a single field update"}},"hostedApiKey":"none"},"affinity_batch_update_list_entry_fields":{"id":"affinity_batch_update_list_entry_fields","name":"Affinity Batch Update List Entry Fields","description":"Write up to 100 field values on one list row in a single request. Requires the \\"Export data from Lists\\" permission.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"listId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list ID"},"listEntryId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list entry ID"},"updates":{"type":"json","required":true,"visibility":"user-or-llm","description":"Up to 100 field updates as [{\\"id\\":\\"\\",\\"value\\":{\\"type\\":\\"…\\",\\"data\\":…}}], using the same value shapes as a single field update"}},"hostedApiKey":"none"},"affinity_create_list":{"id":"affinity_create_list","name":"Affinity Create List","description":"Create a list. Its type fixes which entities it can hold, and the API key holder becomes its creator and owner.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"name":{"type":"string","required":true,"visibility":"user-or-llm","description":"Name of the new list"},"type":{"type":"string","required":true,"visibility":"user-or-llm","description":"Entity kind the list holds: company, opportunity, or person"},"isPublic":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Whether everyone in the organization can see the list"}},"hostedApiKey":"none"},"affinity_create_list_field_dropdown_option":{"id":"affinity_create_list_field_dropdown_option","name":"Affinity Create List Field Dropdown Option","description":"Add a selectable option to a dropdown field on a list. A ranked or status option also needs a rank and a color.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"listId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list ID"},"fieldId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The dropdown field ID on that list"},"type":{"type":"string","required":true,"visibility":"user-or-llm","description":"Kind of option to create, matching the field. dropdown takes only a label; ranked-dropdown also requires rank and color; status-dropdown additionally requires a status category. Sending a field the kind does not accept is rejected"},"text":{"type":"string","required":true,"visibility":"user-or-llm","description":"The option label"},"rank":{"type":"number","required":false,"visibility":"user-or-llm","description":"Sort order. Required on a ranked-dropdown or status-dropdown option"},"color":{"type":"string","required":false,"visibility":"user-or-llm","description":"Option color: white, gray, blue, green, purple, orange, or red. Required on a ranked-dropdown or status-dropdown option"},"statusCategory":{"type":"string","required":false,"visibility":"user-or-llm","description":"Pipeline meaning of the option: open, won, lost, or on-hold. Status-dropdown options only"},"winRate":{"type":"number","required":false,"visibility":"user-or-llm","description":"Expected win rate of the status. Status-dropdown options only"}},"hostedApiKey":"none"},"affinity_create_merge":{"id":"affinity_create_merge","name":"Affinity Create Merge","description":"Fold a duplicate company or person into the record you are keeping. The merge runs asynchronously — poll the returned task to see it finish. Requires the \\"Manage duplicates\\" permission and an admin role.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"entityType":{"type":"string","required":true,"visibility":"user-or-llm","description":"What to merge: companies or persons"},"primaryId":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of the record to keep"},"duplicateId":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of the duplicate record to fold in"}},"hostedApiKey":"none"},"affinity_create_note":{"id":"affinity_create_note","name":"Affinity Create Note","description":"Write a note — attached to companies, persons, and opportunities, anchored to a meeting, call, or chat message, or posted as a reply to an existing note.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"type":{"type":"string","required":true,"visibility":"user-or-llm","description":"Note shape: entities to attach it to records, interaction to anchor it to a meeting, call, or chat message, or user-reply to reply to a note"},"html":{"type":"string","required":true,"visibility":"user-or-llm","description":"The note body as HTML"},"companyIds":{"type":"json","required":false,"visibility":"user-or-llm","description":"Companies to attach the note to, e.g. [1, 2]. Not used on a reply"},"personIds":{"type":"json","required":false,"visibility":"user-or-llm","description":"Persons to attach the note to, e.g. [1, 2]. Not used on a reply"},"opportunityIds":{"type":"json","required":false,"visibility":"user-or-llm","description":"Opportunities to attach the note to, e.g. [1, 2]. Not used on a reply"},"interactionId":{"type":"string","required":false,"visibility":"user-or-llm","description":"The interaction to anchor the note to. Required for an interaction note"},"interactionType":{"type":"string","required":false,"visibility":"user-or-llm","description":"Kind of the anchoring interaction: meeting, call, or chat-message. Required for an interaction note"},"parentId":{"type":"string","required":false,"visibility":"user-or-llm","description":"The note being replied to. Required for a user-reply note"},"creatorId":{"type":"string","required":false,"visibility":"user-or-llm","description":"Attribute the note to another internal person. Defaults to the API key holder"},"createdAt":{"type":"string","required":false,"visibility":"user-or-llm","description":"Backdate the note to this ISO 8601 timestamp"}},"hostedApiKey":"none"},"affinity_create_reminder":{"id":"affinity_create_reminder","name":"Affinity Create Reminder","description":"Create a reminder on one company, person, or opportunity. A recurring reminder resets whenever the chosen signal happens instead of firing once.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"type":{"type":"string","required":true,"visibility":"user-or-llm","description":"one-time to fire once, or recurring to reset on a signal"},"entityType":{"type":"string","required":true,"visibility":"user-or-llm","description":"What the reminder is about: company, person, or opportunity"},"entityId":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of that company, person, or opportunity"},"dueDate":{"type":"string","required":false,"visibility":"user-or-llm","description":"When the reminder is due, as an ISO 8601 timestamp. Required for a one-time reminder; on a recurring one Affinity computes it from the period when omitted"},"content":{"type":"string","required":false,"visibility":"user-or-llm","description":"What the reminder says"},"ownerId":{"type":"string","required":true,"visibility":"user-or-llm","description":"User the reminder is assigned to. Must be an internal user. The API key holder is recorded as the creator, which is a separate field"},"resetTrigger":{"type":"string","required":false,"visibility":"user-or-llm","description":"What restarts a recurring reminder: interaction, email, or event. Required when the type is recurring"},"periodDays":{"type":"number","required":false,"visibility":"user-or-llm","description":"Days between firings of a recurring reminder. Required when the type is recurring"}},"hostedApiKey":"none"},"affinity_delete_list_field_dropdown_option":{"id":"affinity_delete_list_field_dropdown_option","name":"Affinity Delete List Field Dropdown Option","description":"Permanently delete a dropdown option on a list field. Every list entry currently set to it is cleared, and those values cannot be recovered.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"listId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list ID"},"fieldId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The dropdown field ID on that list"},"dropdownOptionId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The dropdown option ID to delete"}},"hostedApiKey":"none"},"affinity_delete_note":{"id":"affinity_delete_note","name":"Affinity Delete Note","description":"Delete a note you created. Deleting a root note also deletes its replies; deleting a reply removes only that reply.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"noteId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The note ID to delete"}},"hostedApiKey":"none"},"affinity_get_company":{"id":"affinity_get_company","name":"Affinity Get Company","description":"Look up one company by ID. Field data is returned only for the Field IDs or Field Types asked for.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"companyId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The company ID"},"fieldIds":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field IDs to return values for, e.g. [\\"affinity-data-location\\"]. Mutually exclusive with Field Types"},"fieldTypes":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field categories to return values for: enriched, global, or relationship-intelligence. Mutually exclusive with Field IDs"}},"hostedApiKey":"none"},"affinity_get_current_user":{"id":"affinity_get_current_user","name":"Affinity Get Current User","description":"Verify an Affinity API key and return the tenant, the user behind the key, and the scopes the grant carries.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"}},"hostedApiKey":"none"},"affinity_get_entity_field_value":{"id":"affinity_get_entity_field_value","name":"Affinity Get Entity Field Value","description":"Read one non-list field value from a company or person.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"entityType":{"type":"string","required":true,"visibility":"user-or-llm","description":"Which entity to read the field from: companies or persons"},"entityId":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of that company or person"},"fieldId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The field ID to read"}},"hostedApiKey":"none"},"affinity_get_list":{"id":"affinity_get_list","name":"Affinity Get List","description":"Read one list — its name, type, owner, and privacy setting.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"listId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list ID"}},"hostedApiKey":"none"},"affinity_get_list_entry":{"id":"affinity_get_list_entry","name":"Affinity Get List Entry","description":"Read one row of a list with its entity. Field data is returned only for the Field IDs or Field Types asked for.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"listId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list ID"},"listEntryId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list entry ID"},"fieldIds":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field IDs to return values for, e.g. [\\"affinity-data-location\\"]. Mutually exclusive with Field Types"},"fieldTypes":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field categories to return values for: enriched, global, list, or relationship-intelligence. Mutually exclusive with Field IDs"}},"hostedApiKey":"none"},"affinity_get_list_entry_field":{"id":"affinity_get_list_entry_field","name":"Affinity Get List Entry Field","description":"Read one field value on a list row.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"listId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list ID"},"listEntryId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list entry ID"},"fieldId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The field ID to read"}},"hostedApiKey":"none"},"affinity_get_list_field_dropdown_option":{"id":"affinity_get_list_field_dropdown_option","name":"Affinity Get List Field Dropdown Option","description":"Read one dropdown option on a list field.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"listId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list ID"},"fieldId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The dropdown field ID on that list"},"dropdownOptionId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The dropdown option ID"}},"hostedApiKey":"none"},"affinity_get_merge":{"id":"affinity_get_merge","name":"Affinity Get Merge","description":"Read the status of one company or person merge, including why it failed if it did.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"entityType":{"type":"string","required":true,"visibility":"user-or-llm","description":"Which merge to read: companies or persons"},"mergeId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The merge ID"}},"hostedApiKey":"none"},"affinity_get_merge_task":{"id":"affinity_get_merge_task","name":"Affinity Get Merge Task","description":"Read one merge task and how its merges are progressing. Poll this after starting a merge.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"entityType":{"type":"string","required":true,"visibility":"user-or-llm","description":"Which merge task to read: companies or persons"},"taskId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The merge task ID"}},"hostedApiKey":"none"},"affinity_get_note":{"id":"affinity_get_note","name":"Affinity Get Note","description":"Read one note with its body, author, mentions, and attached records.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"noteId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The note ID"},"includes":{"type":"json","required":false,"visibility":"user-or-llm","description":"Extra properties to return, e.g. [\\"repliesCount\\",\\"personsPreview\\",\\"companiesPreview\\",\\"opportunitiesPreview\\"]. Those four fields are omitted unless requested here"}},"hostedApiKey":"none"},"affinity_get_opportunity":{"id":"affinity_get_opportunity","name":"Affinity Get Opportunity","description":"Read one opportunity and the list it belongs to. Its field data lives on the list entry.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"opportunityId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The opportunity ID"}},"hostedApiKey":"none"},"affinity_get_person":{"id":"affinity_get_person","name":"Affinity Get Person","description":"Look up one person by ID. Field data is returned only for the Field IDs or Field Types asked for.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"personId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The person ID"},"fieldIds":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field IDs to return values for, e.g. [\\"affinity-data-location\\"]. Mutually exclusive with Field Types"},"fieldTypes":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field categories to return values for: enriched, global, or relationship-intelligence. Mutually exclusive with Field IDs"}},"hostedApiKey":"none"},"affinity_get_saved_view":{"id":"affinity_get_saved_view","name":"Affinity Get Saved View","description":"Read one saved view — its name, kind, and creation date.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"listId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list ID"},"viewId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The saved view ID"}},"hostedApiKey":"none"},"affinity_get_transcript":{"id":"affinity_get_transcript","name":"Affinity Get Transcript","description":"Read one transcript with its first 100 fragments. Page the fragments endpoint for a longer meeting.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"transcriptId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The transcript ID"}},"hostedApiKey":"none"},"affinity_get_user":{"id":"affinity_get_user","name":"Affinity Get User","description":"Read one internal user. A user and their person record share the same numeric ID, so a person ID works here.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"userId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The user ID, which is also their person ID"}},"hostedApiKey":"none"},"affinity_list_calls":{"id":"affinity_list_calls","name":"Affinity List Calls","description":"Page through logged calls and their participants. Only calls the API key holder can see are returned.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression, e.g. \\"createdAt>=2026-01-01\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_chat_messages":{"id":"affinity_list_chat_messages","name":"Affinity List Chat Messages","description":"Page through logged chat messages and their participants. Only messages the API key holder can see are returned.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression, e.g. \\"createdAt>=2026-01-01\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_companies":{"id":"affinity_list_companies","name":"Affinity List Companies","description":"Page through companies. Companies come back without field data unless Field IDs or Field Types asks for it.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"ids":{"type":"json","required":false,"visibility":"user-or-llm","description":"Restrict the page to these company IDs, e.g. [1, 2, 3]"},"fieldIds":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field IDs to return values for, e.g. [\\"affinity-data-location\\"]. Mutually exclusive with Field Types"},"fieldTypes":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field categories to return values for: enriched, global, or relationship-intelligence. Mutually exclusive with Field IDs"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_coworker_connections":{"id":"affinity_list_coworker_connections","name":"Affinity List Coworker Connections","description":"Find warm paths into a company through shared work history: who in your Affinity data once worked alongside the people you want to reach. Grouped by target, strongest first.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"filter":{"type":"string","required":true,"visibility":"user-or-llm","description":"Required scope. The only supported filter is target.currentCompany.id, e.g. \\"target.currentCompany.id=123\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of targets to return per page, 1-50. Defaults to 20"},"totalCount":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Include the total size of the collection. Costs an extra query"}},"hostedApiKey":"none"},"affinity_list_emails":{"id":"affinity_list_emails","name":"Affinity List Emails","description":"Page through email metadata — subject, participants, and timestamps. Affinity never exposes email bodies through the API.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression, e.g. \\"createdAt>=2026-01-01\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_entity_field_values":{"id":"affinity_list_entity_field_values","name":"Affinity List Entity Field Values","description":"Page through a company\'s or person\'s non-list field values. List fields are not returned here — read those through the list entry.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"entityType":{"type":"string","required":true,"visibility":"user-or-llm","description":"Which entity to read field values from: companies or persons"},"entityId":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of that company or person"},"ids":{"type":"json","required":false,"visibility":"user-or-llm","description":"Restrict to these field IDs. Mutually exclusive with Field Types"},"types":{"type":"json","required":false,"visibility":"user-or-llm","description":"Restrict to these field categories: enriched, global, relationship-intelligence. Mutually exclusive with Field IDs"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 20"}},"hostedApiKey":"none"},"affinity_list_entity_list_entries":{"id":"affinity_list_entity_list_entries","name":"Affinity List Entity List Entries","description":"Page through a company\'s or person\'s rows across every list, each carrying that list\'s field values and when the entity was added.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"entityType":{"type":"string","required":true,"visibility":"user-or-llm","description":"Which entity to look up the rows of: companies or persons"},"entityId":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of that company or person"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_entity_lists":{"id":"affinity_list_entity_lists","name":"Affinity List Entity Lists","description":"List every list a company or person appears on that the caller can view.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"entityType":{"type":"string","required":true,"visibility":"user-or-llm","description":"Which entity to look up the lists of: companies or persons"},"entityId":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of that company or person"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_entity_notes":{"id":"affinity_list_entity_notes","name":"Affinity List Entity Notes","description":"List the notes relevant to one company, person, or opportunity — directly attached notes plus notes reaching it through its people and meetings.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"entityType":{"type":"string","required":true,"visibility":"user-or-llm","description":"Which entity the notes hang off: companies, persons, or opportunities"},"entityId":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of that company, person, or opportunity"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression, e.g. \\"createdAt>=2026-01-01\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"},"totalCount":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Include the total size of the collection. Costs an extra query"}},"hostedApiKey":"none"},"affinity_list_entity_relationships":{"id":"affinity_list_entity_relationships","name":"Affinity List Entity Relationships","description":"List who knows a company or person, scored 0.0 to 1.0 by how much the two actually interact. Strongest first by default.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"entityType":{"type":"string","required":true,"visibility":"user-or-llm","description":"Which entity to look up relationships for: companies or persons"},"entityId":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of that company or person"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression. This endpoint filters on interactionScore only, e.g. \\"interactionScore>=0.5\\""},"orderBy":{"type":"json","required":false,"visibility":"user-or-llm","description":"Sort order: [\\"interactionScore\\"] for weakest first, [\\"-interactionScore\\"] for strongest first (the default)"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"},"totalCount":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Include the total size of the collection. Costs an extra query"}},"hostedApiKey":"none"},"affinity_list_field_dropdown_options":{"id":"affinity_list_field_dropdown_options","name":"Affinity List Field Dropdown Options","description":"List the selectable options on a dropdown or ranked-dropdown company or person field. Writing such a field needs the option ID, not its text.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"entityType":{"type":"string","required":true,"visibility":"user-or-llm","description":"Which field family the field belongs to: companies or persons"},"fieldId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The dropdown or ranked-dropdown field ID"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_field_metadata":{"id":"affinity_list_field_metadata","name":"Affinity List Field Metadata","description":"List the non-list company or person fields, with the value type, filter operators, and sort support of each. Start here to find the Field IDs the read and write tools take.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"entityType":{"type":"string","required":true,"visibility":"user-or-llm","description":"Which fields to describe: companies or persons"},"includes":{"type":"json","required":false,"visibility":"user-or-llm","description":"Extra properties to return: [\\"filterability\\",\\"sortability\\"]. Both are omitted unless requested here"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression. This endpoint filters on name only, e.g. \\"name=~Status\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_field_value_changes":{"id":"affinity_list_field_value_changes","name":"Affinity List Field Value Changes","description":"Page through field value changes across the whole workspace. Built for delta sync: follow nextCursor to the end of a run, then resume from the last cursor next time.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression over field.id, listEntry.id, changer.id, changedAt, or actionType. Resume a sync with e.g. \\"changedAt>2026-06-01T12:00:00Z\\""},"orderBy":{"type":"json","required":false,"visibility":"user-or-llm","description":"Sort order: [\\"changedAt\\"] for oldest first (the default), [\\"-changedAt\\"] for newest first"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_investor_executive_connections":{"id":"affinity_list_investor_executive_connections","name":"Affinity List Investor Executive Connections","description":"Find warm paths into a company through investment history: which investors in your Affinity data backed a company the people you want to reach once led. Grouped by target, strongest first.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"filter":{"type":"string","required":true,"visibility":"user-or-llm","description":"Required scope. The only supported filter is target.currentCompany.id, e.g. \\"target.currentCompany.id=123\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of targets to return per page, 1-50. Defaults to 20"},"totalCount":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Include the total size of the collection. Costs an extra query"}},"hostedApiKey":"none"},"affinity_list_list_entries":{"id":"affinity_list_list_entries","name":"Affinity List List Entries","description":"Page through the rows of a list. Rows come back without field data unless Field IDs or Field Types asks for it.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"listId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list ID"},"fieldIds":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field IDs to return values for, e.g. [\\"affinity-data-location\\"]. Mutually exclusive with Field Types"},"fieldTypes":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field categories to return values for: enriched, global, list, or relationship-intelligence. Mutually exclusive with Field IDs"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_list_entry_field_value_changes":{"id":"affinity_list_list_entry_field_value_changes","name":"Affinity List List Entry Field Value Changes","description":"Page through the history of one list row — who changed which field, when, and to what.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"listId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list ID"},"listEntryId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list entry ID"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression over field.id, changer.id, changedAt, or actionType, e.g. \\"field.id=field-1234\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_list_entry_fields":{"id":"affinity_list_list_entry_fields","name":"Affinity List List Entry Fields","description":"Page through every field value on one list row, including the list-specific columns. All fields are returned unless narrowed.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"listId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list ID"},"listEntryId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list entry ID"},"ids":{"type":"json","required":false,"visibility":"user-or-llm","description":"Restrict to these field IDs. Mutually exclusive with Field Types"},"types":{"type":"json","required":false,"visibility":"user-or-llm","description":"Restrict to these field categories: enriched, global, list, relationship-intelligence. Mutually exclusive with Field IDs"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 20"}},"hostedApiKey":"none"},"affinity_list_list_field_dropdown_options":{"id":"affinity_list_list_field_dropdown_options","name":"Affinity List List Field Dropdown Options","description":"List the selectable options on a dropdown, ranked-dropdown, or status-dropdown field of a list.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"listId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list ID"},"fieldId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The dropdown field ID on that list"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_list_fields":{"id":"affinity_list_list_fields","name":"Affinity List List Fields","description":"List the fields available on one list, including its list-specific columns. Use these Field IDs when reading or writing list entries.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"listId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list ID"},"includes":{"type":"json","required":false,"visibility":"user-or-llm","description":"Extra properties to return: [\\"filterability\\",\\"sortability\\"]. Both are omitted unless requested here"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression. This endpoint filters on name only, e.g. \\"name=~Stage\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_lists":{"id":"affinity_list_lists","name":"Affinity List Lists","description":"Page through the lists in the organization that the caller can view.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"term":{"type":"string","required":false,"visibility":"user-or-llm","description":"Case-insensitive substring match on the list name"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_meetings":{"id":"affinity_list_meetings","name":"Affinity List Meetings","description":"Page through past and upcoming meetings with their organizer and attendees.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression, e.g. \\"createdAt>=2026-01-01\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_merge_tasks":{"id":"affinity_list_merge_tasks","name":"Affinity List Merge Tasks","description":"Page through merge tasks, each summarizing how many of its merges are in progress, succeeded, or failed.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"entityType":{"type":"string","required":true,"visibility":"user-or-llm","description":"Which merge tasks to list: companies or persons"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression. This endpoint filters on status only, e.g. \\"status=in-progress\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_merges":{"id":"affinity_list_merges","name":"Affinity List Merges","description":"Page through the company or person merges the organization has run, with the status and the records involved in each.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"entityType":{"type":"string","required":true,"visibility":"user-or-llm","description":"Which merges to list: companies or persons"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression over status or taskId, e.g. \\"status=failed\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_note_attached_companies":{"id":"affinity_list_note_attached_companies","name":"Affinity List Note Attached Companies","description":"List the companies directly attached to one note.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"noteId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The note ID"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"},"totalCount":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Include the total size of the collection. Costs an extra query"}},"hostedApiKey":"none"},"affinity_list_note_attached_opportunities":{"id":"affinity_list_note_attached_opportunities","name":"Affinity List Note Attached Opportunities","description":"List the opportunities directly attached to one note.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"noteId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The note ID"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"},"totalCount":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Include the total size of the collection. Costs an extra query"}},"hostedApiKey":"none"},"affinity_list_note_attached_persons":{"id":"affinity_list_note_attached_persons","name":"Affinity List Note Attached Persons","description":"List the persons directly attached to one note.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"noteId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The note ID"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"},"totalCount":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Include the total size of the collection. Costs an extra query"}},"hostedApiKey":"none"},"affinity_list_note_replies":{"id":"affinity_list_note_replies","name":"Affinity List Note Replies","description":"Page through the replies on one note, including AI Notetaker replies.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"noteId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The note ID whose replies to read"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression, e.g. \\"createdAt>=2026-01-01\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"},"totalCount":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Include the total size of the collection. Costs an extra query"}},"hostedApiKey":"none"},"affinity_list_notes":{"id":"affinity_list_notes","name":"Affinity List Notes","description":"Page through every note the caller can see. Replies are excluded.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"includes":{"type":"json","required":false,"visibility":"user-or-llm","description":"Extra properties to return, e.g. [\\"repliesCount\\",\\"personsPreview\\",\\"companiesPreview\\",\\"opportunitiesPreview\\"]. Those four fields are omitted unless requested here"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression, e.g. \\"createdAt>=2026-01-01\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"},"totalCount":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Include the total size of the collection. Costs an extra query"}},"hostedApiKey":"none"},"affinity_list_opportunities":{"id":"affinity_list_opportunities","name":"Affinity List Opportunities","description":"Page through opportunities. Field data lives on the list entry, not here — read it through the list or saved view the opportunity belongs to.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"ids":{"type":"json","required":false,"visibility":"user-or-llm","description":"Restrict the page to these opportunity IDs, e.g. [1, 2, 3]"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_persons":{"id":"affinity_list_persons","name":"Affinity List Persons","description":"Page through persons. Persons come back without field data unless Field IDs or Field Types asks for it.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"ids":{"type":"json","required":false,"visibility":"user-or-llm","description":"Restrict the page to these person IDs, e.g. [1, 2, 3]"},"fieldIds":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field IDs to return values for, e.g. [\\"affinity-data-location\\"]. Mutually exclusive with Field Types"},"fieldTypes":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field categories to return values for: enriched, global, or relationship-intelligence. Mutually exclusive with Field IDs"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_reminders":{"id":"affinity_list_reminders","name":"Affinity List Reminders","description":"Page through the reminders the caller can see. Filter by status to surface what is overdue.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression, e.g. \\"createdAt>=2026-01-01\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"},"totalCount":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Include the total size of the collection. Costs an extra query"}},"hostedApiKey":"none"},"affinity_list_saved_view_entries":{"id":"affinity_list_saved_view_entries","name":"Affinity List Saved View Entries","description":"Page through the rows of a saved view. The view\'s own filters and columns decide which rows and which field data come back.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"listId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list ID"},"viewId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The saved view ID"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_saved_views":{"id":"affinity_list_saved_views","name":"Affinity List Saved Views","description":"List the saved views on a list that the caller can view.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"listId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list ID"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_list_transcript_fragments":{"id":"affinity_list_transcript_fragments","name":"Affinity List Transcript Fragments","description":"Page through everything said in a meeting, segment by segment with the speaker.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"transcriptId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The transcript ID"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"},"totalCount":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Include the total size of the collection. Costs an extra query"}},"hostedApiKey":"none"},"affinity_list_transcripts":{"id":"affinity_list_transcripts","name":"Affinity List Transcripts","description":"Page through meeting transcript metadata. Read one transcript to get what was actually said.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression, e.g. \\"createdAt>=2026-01-01\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"},"totalCount":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Include the total size of the collection. Costs an extra query"}},"hostedApiKey":"none"},"affinity_list_users":{"id":"affinity_list_users","name":"Affinity List Users","description":"Page through the internal users in the organization. Email addresses and roles are returned only to callers with the \\"Manage Users\\" permission.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"term":{"type":"string","required":false,"visibility":"user-or-llm","description":"Case-insensitive match across first name, last name, and primary email"},"filter":{"type":"string","required":false,"visibility":"user-or-llm","description":"Affinity Filtering Language expression over id or status, e.g. \\"status=active\\""},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"}},"hostedApiKey":"none"},"affinity_search_companies":{"id":"affinity_search_companies","name":"Affinity Search Companies","description":"Search companies by filters, sorts, and a free-text term. Requires the \\"Export All Organizations directory\\" permission.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"filters":{"type":"json","required":false,"visibility":"user-or-llm","description":"Filter group as {operator: \\"and\\"|\\"or\\", filters: [...]}, at most 50 leaves. Each leaf is {valueType, fieldId, operator, value}, and a leaf may itself be a nested group"},"searchTerm":{"type":"string","required":false,"visibility":"user-or-llm","description":"Free-text term matched against the searchable fields. At least 3 characters"},"searchFieldIds":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field IDs the search term is matched against. Defaults to the searchable fields"},"sorts":{"type":"json","required":false,"visibility":"user-or-llm","description":"Sort order as [{fieldId, direction: \\"asc\\"|\\"desc\\", attributeId?}], up to 5, applied in order"},"fieldIds":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field IDs to return values for, e.g. [\\"affinity-data-location\\"]. Mutually exclusive with Field Types"},"fieldTypes":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field categories to return values for: enriched, global, or relationship-intelligence. Mutually exclusive with Field IDs"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. Defaults to 100"},"totalCount":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Include the total size of the collection. Costs an extra query"}},"hostedApiKey":"none"},"affinity_search_files":{"id":"affinity_search_files","name":"Affinity Search Files","description":"Search files by keyword, ordered by relevance. Narrow to specific files or to one company, or leave both unset to search the whole account.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"prompt":{"type":"string","required":true,"visibility":"user-or-llm","description":"What to search for. Between 3 and 500 characters"},"ids":{"type":"json","required":false,"visibility":"user-or-llm","description":"Restrict the search to these file IDs. Cannot be combined with Company ID"},"companyId":{"type":"string","required":false,"visibility":"user-or-llm","description":"Restrict the search to one company\'s files. Cannot be combined with file IDs"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Maximum number of files to return, 1-100. Defaults to 20"}},"hostedApiKey":"none"},"affinity_search_list_entries":{"id":"affinity_search_list_entries","name":"Affinity Search List Entries","description":"Search the rows of one list by filters, sorts, and a free-text term. Requires the \\"Export data from Lists\\" permission.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Affinity API key, sent as a bearer token"},"listId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The list ID to search"},"filters":{"type":"json","required":false,"visibility":"user-or-llm","description":"Filter group as {operator: \\"and\\"|\\"or\\", filters: [...]}, at most 50 leaves. Each leaf is {valueType, fieldId, operator, value}, and a leaf may itself be a nested group"},"searchTerm":{"type":"string","required":false,"visibility":"user-or-llm","description":"Free-text term matched against the searchable fields. At least 3 characters"},"searchFieldIds":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field IDs the search term is matched against. Defaults to the searchable fields"},"sorts":{"type":"json","required":false,"visibility":"user-or-llm","description":"Sort order as [{fieldId, direction: \\"asc\\"|\\"desc\\", attributeId?}], up to 5, applied in order"},"fieldIds":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field IDs to return values for, e.g. [\\"affinity-data-location\\"]. Mutually exclusive with Field Types"},"fieldTypes":{"type":"json","required":false,"visibility":"user-or-llm","description":"Field categories to return values for: enriched, global, list, or relationship-intelligence. Mutually exclusive with Field IDs"},"cursor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Cursor from a previous page, returned as nextCursor or prevCursor"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of items to return per page, 1-100. 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EWSelect has no page size and returns every matching ID, so append a database limit such as \\"limit 0,200\\" to bound the result."}},"hostedApiKey":"none"},"agiloft_update_record":{"id":"agiloft_update_record","name":"Agiloft Update Record","description":"Update an existing record in an Agiloft table.","version":"1.0.0","params":{"instanceUrl":{"type":"string","required":true,"visibility":"user-only","description":"Agiloft instance URL (e.g., https://mycompany.agiloft.com)"},"knowledgeBase":{"type":"string","required":true,"visibility":"user-only","description":"Knowledge base name"},"login":{"type":"string","required":true,"visibility":"user-only","description":"Agiloft username"},"password":{"type":"string","required":true,"visibility":"user-only","description":"Agiloft password"},"table":{"type":"string","required":true,"visibility":"user-or-llm","description":"Table name (e.g., \\"contracts\\", \\"contacts.employees\\")"},"recordId":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of the record to update"},"data":{"type":"string","required":true,"visibility":"user-or-llm","description":"Updated field values as a JSON object (e.g., {\\"status\\": \\"Active\\", \\"priority\\": \\"High\\"})"}},"hostedApiKey":"none"},"agiloft_upsert_record":{"id":"agiloft_upsert_record","name":"Agiloft Upsert Record","description":"Create an Agiloft record, or update it when a record already matches the given fields.","version":"1.0.0","params":{"instanceUrl":{"type":"string","required":true,"visibility":"user-only","description":"Agiloft instance URL (e.g., https://mycompany.agiloft.com)"},"knowledgeBase":{"type":"string","required":true,"visibility":"user-only","description":"Knowledge base name"},"login":{"type":"string","required":true,"visibility":"user-only","description":"Agiloft username"},"password":{"type":"string","required":true,"visibility":"user-only","description":"Agiloft password"},"table":{"type":"string","required":true,"visibility":"user-or-llm","description":"Table name (e.g., \\"contracts\\", \\"contacts.employees\\")"},"match":{"type":"string","required":true,"visibility":"user-or-llm","description":"Field used to find an existing record (e.g., \\"ext_id\\"). Pick something that identifies a record uniquely — if more than one record matches, Agiloft writes nothing and returns a conflict."},"async":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Queue the write instead of waiting for it. Returns a callback ID instead of a record ID; pass that to Async Status to poll the result."},"data":{"type":"string","required":true,"visibility":"user-or-llm","description":"Field values as a JSON object. On create these populate the new record; on update only the supplied fields change."}},"hostedApiKey":"none"},"ahrefs_anchors":{"id":"ahrefs_anchors","name":"Ahrefs Anchors","description":"Get the anchor text distribution for a target domain or URL\'s backlinks, showing how many links and referring domains use each anchor text.","version":"1.0.0","params":{"target":{"type":"string","required":true,"visibility":"user-or-llm","description":"The target domain or URL to analyze. Example: \\"example.com\\" or \\"https://example.com/page\\""},"mode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Analysis mode: domain (entire domain), prefix (URL prefix), subdomains (include all subdomains, default), exact (exact URL match)"},"history":{"type":"string","required":false,"visibility":"user-or-llm","description":"Historical scope: \\"live\\" (currently live), \\"all_time\\" (default, includes lost backlinks), or \\"since:YYYY-MM-DD\\" (backlinks found since a date)"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Maximum number of results to return. Example: 50 (default: 1000)"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}},"hostedApiKey":"none"},"ahrefs_backlinks":{"id":"ahrefs_backlinks","name":"Ahrefs Backlinks","description":"Get a list of backlinks pointing to a target domain or URL. Returns details about each backlink including source URL, anchor text, and domain rating.","version":"1.0.0","params":{"target":{"type":"string","required":true,"visibility":"user-or-llm","description":"The target domain or URL to analyze. Example: \\"example.com\\" or \\"https://example.com/page\\""},"mode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Analysis mode: domain (entire domain), prefix (URL prefix), subdomains (include all subdomains, default), exact (exact URL match). Example: \\"domain\\""},"history":{"type":"string","required":false,"visibility":"user-or-llm","description":"Historical scope: \\"live\\" (currently live backlinks), \\"all_time\\" (default, includes lost backlinks), or \\"since:YYYY-MM-DD\\" (backlinks found since a date)."},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Maximum number of results to return. Example: 50 (default: 1000)"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}},"hostedApiKey":"none"},"ahrefs_backlinks_stats":{"id":"ahrefs_backlinks_stats","name":"Ahrefs Backlinks Stats","description":"Get backlink and referring domain totals for a target domain or URL, both currently live and across all time.","version":"1.0.0","params":{"target":{"type":"string","required":true,"visibility":"user-or-llm","description":"The target domain or URL to analyze. Example: \\"example.com\\" or \\"https://example.com/page\\""},"mode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Analysis mode: domain (entire domain), prefix (URL prefix), subdomains (include all subdomains, default), exact (exact URL match). Example: \\"domain\\""},"date":{"type":"string","required":false,"visibility":"user-only","description":"Date to report metrics on, in YYYY-MM-DD format (defaults to today)"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}},"hostedApiKey":"none"},"ahrefs_batch_analysis":{"id":"ahrefs_batch_analysis","name":"Ahrefs Batch Analysis","description":"Get bulk SEO metrics (Domain Rating, backlinks, referring domains, organic traffic, and more) for multiple domains or URLs in a single request. Useful for comparing many competitors at once.","version":"1.0.0","params":{"targets":{"type":"string","required":true,"visibility":"user-or-llm","description":"Comma-separated list of domains or URLs to analyze. Example: \\"example.com,competitor.com\\""},"mode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Analysis mode applied to every target: domain (entire domain), prefix (URL prefix), subdomains (include all subdomains, default), exact (exact URL match)"},"protocol":{"type":"string","required":false,"visibility":"user-or-llm","description":"Protocol applied to every target: \\"both\\" (default), \\"http\\", or \\"https\\""},"country":{"type":"string","required":false,"visibility":"user-or-llm","description":"Country code for traffic data. Example: \\"us\\", \\"gb\\", \\"de\\" (default: \\"us\\")"},"volumeMode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Search volume calculation: \\"monthly\\" or \\"average\\" (default: \\"monthly\\")"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}},"hostedApiKey":"none"},"ahrefs_broken_backlinks":{"id":"ahrefs_broken_backlinks","name":"Ahrefs Broken Backlinks","description":"Get a list of broken backlinks pointing to a target domain or URL. Useful for identifying link reclamation opportunities.","version":"1.0.0","params":{"target":{"type":"string","required":true,"visibility":"user-or-llm","description":"The target domain or URL to analyze. Example: \\"example.com\\" or \\"https://example.com/page\\""},"mode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Analysis mode: domain (entire domain), prefix (URL prefix), subdomains (include all subdomains, default), exact (exact URL match). Example: \\"domain\\""},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Maximum number of results to return. Example: 50 (default: 1000)"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}},"hostedApiKey":"none"},"ahrefs_domain_rating":{"id":"ahrefs_domain_rating","name":"Ahrefs Domain Rating","description":"Get the Domain Rating (DR) and Ahrefs Rank for a target domain. Domain Rating shows the strength of a website\'s backlink profile on a scale from 0 to 100.","version":"1.0.0","params":{"target":{"type":"string","required":true,"visibility":"user-or-llm","description":"The target domain to analyze (e.g., example.com)"},"date":{"type":"string","required":false,"visibility":"user-only","description":"Date for historical data in YYYY-MM-DD format (defaults to today)"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}},"hostedApiKey":"none"},"ahrefs_domain_rating_history":{"id":"ahrefs_domain_rating_history","name":"Ahrefs Domain Rating History","description":"Get the historical Domain Rating (DR) trend for a target domain or URL over a date range, grouped daily, weekly, or monthly.","version":"1.0.0","params":{"target":{"type":"string","required":true,"visibility":"user-or-llm","description":"The target domain or URL to analyze. Example: \\"example.com\\""},"dateFrom":{"type":"string","required":true,"visibility":"user-only","description":"Start date of the historical period, in YYYY-MM-DD format"},"dateTo":{"type":"string","required":false,"visibility":"user-only","description":"End date of the historical period, in YYYY-MM-DD format (defaults to today)"},"historyGrouping":{"type":"string","required":false,"visibility":"user-or-llm","description":"Time interval for grouping data points: \\"daily\\", \\"weekly\\", or \\"monthly\\" (default: \\"monthly\\")"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}},"hostedApiKey":"none"},"ahrefs_keyword_overview":{"id":"ahrefs_keyword_overview","name":"Ahrefs Keyword Overview","description":"Get detailed metrics for a keyword including search volume, keyword difficulty, CPC, clicks, and traffic potential.","version":"1.0.0","params":{"keyword":{"type":"string","required":true,"visibility":"user-or-llm","description":"The keyword to analyze"},"country":{"type":"string","required":false,"visibility":"user-or-llm","description":"Country code for keyword data. Example: \\"us\\", \\"gb\\", \\"de\\" (default: \\"us\\")"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}},"hostedApiKey":"none"},"ahrefs_keywords_history":{"id":"ahrefs_keywords_history","name":"Ahrefs Keywords History","description":"Get the historical organic keyword ranking distribution for a target domain or URL over a date range: how many keywords rank in each position bucket at each point in time.","version":"1.0.0","params":{"target":{"type":"string","required":true,"visibility":"user-or-llm","description":"The target domain or URL to analyze. Example: \\"example.com\\""},"dateFrom":{"type":"string","required":true,"visibility":"user-only","description":"Start date of the historical period, in YYYY-MM-DD format"},"dateTo":{"type":"string","required":false,"visibility":"user-only","description":"End date of the historical period, in YYYY-MM-DD format (defaults to today)"},"historyGrouping":{"type":"string","required":false,"visibility":"user-or-llm","description":"Time interval for grouping data points: \\"daily\\", \\"weekly\\", or \\"monthly\\" (default: \\"monthly\\")"},"country":{"type":"string","required":false,"visibility":"user-or-llm","description":"Country code for search results. Example: \\"us\\", \\"gb\\", \\"de\\" (default: \\"us\\")"},"mode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Analysis mode: domain (entire domain), prefix (URL prefix), subdomains (include all subdomains, default), exact (exact URL match)"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}},"hostedApiKey":"none"},"ahrefs_metrics":{"id":"ahrefs_metrics","name":"Ahrefs Metrics","description":"Get a one-call organic and paid search overview for a target domain or URL: organic traffic, organic keywords, paid traffic, paid keywords, and estimated traffic cost.","version":"1.0.0","params":{"target":{"type":"string","required":true,"visibility":"user-or-llm","description":"The target domain or URL to analyze. Example: \\"example.com\\""},"country":{"type":"string","required":false,"visibility":"user-or-llm","description":"Country code for traffic data. Example: \\"us\\", \\"gb\\", \\"de\\""},"mode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Analysis mode: domain (entire domain), prefix (URL prefix), subdomains (include all subdomains, default), exact (exact URL match). Example: \\"domain\\""},"date":{"type":"string","required":false,"visibility":"user-only","description":"Date to report metrics on, in YYYY-MM-DD format (defaults to today)"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}},"hostedApiKey":"none"},"ahrefs_metrics_history":{"id":"ahrefs_metrics_history","name":"Ahrefs Metrics History","description":"Get the historical organic and paid traffic trend for a target domain or URL over a date range: organic traffic/cost and paid traffic/cost at each point in time.","version":"1.0.0","params":{"target":{"type":"string","required":true,"visibility":"user-or-llm","description":"The target domain or URL to analyze. Example: \\"example.com\\""},"dateFrom":{"type":"string","required":true,"visibility":"user-only","description":"Start date of the historical period, in YYYY-MM-DD format"},"dateTo":{"type":"string","required":false,"visibility":"user-only","description":"End date of the historical period, in YYYY-MM-DD format (defaults to today)"},"volumeMode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Search volume calculation: \\"monthly\\" or \\"average\\" (default: \\"monthly\\")"},"historyGrouping":{"type":"string","required":false,"visibility":"user-or-llm","description":"Time interval for grouping data points: \\"daily\\", \\"weekly\\", or \\"monthly\\" (default: \\"monthly\\")"},"country":{"type":"string","required":false,"visibility":"user-or-llm","description":"Country code for traffic data. Example: \\"us\\", \\"gb\\", \\"de\\" (default: \\"us\\")"},"mode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Analysis mode: domain (entire domain), prefix (URL prefix), subdomains (include all subdomains, default), exact (exact URL match)"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}},"hostedApiKey":"none"},"ahrefs_organic_competitors":{"id":"ahrefs_organic_competitors","name":"Ahrefs Organic Competitors","description":"Get domains that compete with a target domain or URL for the same organic keywords, ranked by keyword overlap.","version":"1.0.0","params":{"target":{"type":"string","required":true,"visibility":"user-or-llm","description":"The target domain or URL to analyze. Example: \\"example.com\\""},"country":{"type":"string","required":false,"visibility":"user-or-llm","description":"Country code for search results. Example: \\"us\\", \\"gb\\", \\"de\\" (default: \\"us\\")"},"mode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Analysis mode: domain (entire domain), prefix (URL prefix), subdomains (include all subdomains, default), exact (exact URL match). Example: \\"domain\\""},"date":{"type":"string","required":false,"visibility":"user-only","description":"Date to report metrics on, in YYYY-MM-DD format (defaults to today)"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Maximum number of results to return. Example: 50 (default: 1000)"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}},"hostedApiKey":"none"},"ahrefs_organic_keywords":{"id":"ahrefs_organic_keywords","name":"Ahrefs Organic Keywords","description":"Get organic keywords that a target domain or URL ranks for in Google search results. Returns keyword details including search volume, ranking position, and estimated traffic.","version":"1.0.0","params":{"target":{"type":"string","required":true,"visibility":"user-or-llm","description":"The target domain or URL to analyze. Example: \\"example.com\\" or \\"https://example.com/page\\""},"country":{"type":"string","required":false,"visibility":"user-or-llm","description":"Country code for search results. Example: \\"us\\", \\"gb\\", \\"de\\" (default: \\"us\\")"},"mode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Analysis mode: domain (entire domain), prefix (URL prefix), subdomains (include all subdomains, default), exact (exact URL match). Example: \\"domain\\""},"date":{"type":"string","required":false,"visibility":"user-only","description":"Date to report metrics on, in YYYY-MM-DD format (defaults to today)"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Maximum number of results to return. Example: 50 (default: 1000)"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}},"hostedApiKey":"none"},"ahrefs_paid_pages":{"id":"ahrefs_paid_pages","name":"Ahrefs Paid Pages","description":"Get a target domain\'s pages that receive paid search traffic, sorted by estimated paid traffic. Returns page URLs with their paid traffic, keyword counts, and estimated spend.","version":"1.0.0","params":{"target":{"type":"string","required":true,"visibility":"user-or-llm","description":"The target domain or URL to analyze. Example: \\"example.com\\""},"country":{"type":"string","required":false,"visibility":"user-or-llm","description":"Country code for traffic data. Example: \\"us\\", \\"gb\\", \\"de\\" (default: \\"us\\")"},"mode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Analysis mode: domain (entire domain), prefix (URL prefix), subdomains (include all subdomains, default), exact (exact URL match)"},"date":{"type":"string","required":false,"visibility":"user-only","description":"Date to report metrics on, in YYYY-MM-DD format (defaults to today)"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Maximum number of results to return. Example: 50 (default: 1000)"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}},"hostedApiKey":"none"},"ahrefs_rank_tracker_competitors_overview":{"id":"ahrefs_rank_tracker_competitors_overview","name":"Ahrefs Rank Tracker Competitors Overview","description":"Get competitor rankings for the keywords tracked in an Ahrefs Rank Tracker project: each tracked keyword\'s volume and difficulty alongside every competitor\'s position, traffic, and traffic value. This endpoint is free and does not consume API units.","version":"1.0.0","params":{"projectId":{"type":"number","required":true,"visibility":"user-or-llm","description":"The Rank Tracker project ID (found in the project URL in Ahrefs)"},"date":{"type":"string","required":true,"visibility":"user-only","description":"Date to report rankings for, in YYYY-MM-DD format"},"device":{"type":"string","required":true,"visibility":"user-or-llm","description":"Rankings device type: \\"desktop\\" or \\"mobile\\""},"dateCompared":{"type":"string","required":false,"visibility":"user-only","description":"Comparison date in YYYY-MM-DD format, to compute position/traffic deltas"},"volumeMode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Search volume calculation: \\"monthly\\" or \\"average\\" (default: \\"monthly\\")"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Maximum number of results to return. Example: 50 (default: 1000)"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}},"hostedApiKey":"none"},"ahrefs_rank_tracker_competitors_stats":{"id":"ahrefs_rank_tracker_competitors_stats","name":"Ahrefs Rank Tracker Competitors Stats","description":"Get aggregate competitor stats for an Ahrefs Rank Tracker project: each competitor\'s traffic, traffic value, average position, and share of voice across all tracked keywords. This endpoint is free and does not consume API units.","version":"1.0.0","params":{"projectId":{"type":"number","required":true,"visibility":"user-or-llm","description":"The Rank Tracker project ID (found in the project URL in Ahrefs)"},"date":{"type":"string","required":true,"visibility":"user-only","description":"Date to report metrics for, in YYYY-MM-DD format"},"device":{"type":"string","required":true,"visibility":"user-or-llm","description":"Rankings device type: \\"desktop\\" or \\"mobile\\""},"volumeMode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Search volume calculation: \\"monthly\\" or \\"average\\" (default: \\"monthly\\")"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}},"hostedApiKey":"none"},"ahrefs_rank_tracker_overview":{"id":"ahrefs_rank_tracker_overview","name":"Ahrefs Rank Tracker Overview","description":"Get ranking overview metrics for the keywords tracked in an Ahrefs Rank Tracker project: position, search volume, keyword difficulty, and estimated traffic. This endpoint is free and does not consume API units.","version":"1.0.0","params":{"projectId":{"type":"number","required":true,"visibility":"user-or-llm","description":"The Rank Tracker project ID (found in the project URL in Ahrefs)"},"date":{"type":"string","required":true,"visibility":"user-only","description":"Date to report rankings for, in YYYY-MM-DD format"},"device":{"type":"string","required":true,"visibility":"user-or-llm","description":"Rankings device type: \\"desktop\\" or \\"mobile\\""},"dateCompared":{"type":"string","required":false,"visibility":"user-only","description":"Comparison date in YYYY-MM-DD format, to compute position/traffic deltas"},"volumeMode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Search volume calculation: \\"monthly\\" or \\"average\\" (default: \\"monthly\\")"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Maximum number of results to return. Example: 50 (default: 1000)"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}},"hostedApiKey":"none"},"ahrefs_rank_tracker_serp_overview":{"id":"ahrefs_rank_tracker_serp_overview","name":"Ahrefs Rank Tracker SERP Overview","description":"Get the full SERP (search engine results page) for a keyword tracked in an Ahrefs Rank Tracker project, including every ranking URL with its position, title, and authority metrics. This endpoint is free and does not consume API units.","version":"1.0.0","params":{"projectId":{"type":"number","required":true,"visibility":"user-or-llm","description":"The Rank Tracker project ID (found in the project URL in Ahrefs)"},"keyword":{"type":"string","required":true,"visibility":"user-or-llm","description":"The tracked keyword to retrieve SERP data for"},"country":{"type":"string","required":true,"visibility":"user-or-llm","description":"Country code for the tracked keyword. Example: \\"us\\", \\"gb\\", \\"de\\""},"device":{"type":"string","required":true,"visibility":"user-or-llm","description":"Rankings device type: \\"desktop\\" or \\"mobile\\""},"topPositions":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of top organic positions to return (defaults to all available)"},"date":{"type":"string","required":false,"visibility":"user-only","description":"Timestamp to return the last available SERP Overview at, in YYYY-MM-DDThh:mm:ss format"},"locationId":{"type":"number","required":false,"visibility":"user-or-llm","description":"Location ID of the tracked keyword, if tracked at a specific location"},"languageCode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Language code of the tracked keyword"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}},"hostedApiKey":"none"},"ahrefs_refdomains_history":{"id":"ahrefs_refdomains_history","name":"Ahrefs Referring Domains History","description":"Get the historical referring domains trend for a target domain or URL over a date range, grouped daily, weekly, or monthly.","version":"1.0.0","params":{"target":{"type":"string","required":true,"visibility":"user-or-llm","description":"The target domain or URL to analyze. Example: \\"example.com\\""},"dateFrom":{"type":"string","required":true,"visibility":"user-only","description":"Start date of the historical period, in YYYY-MM-DD format"},"dateTo":{"type":"string","required":false,"visibility":"user-only","description":"End date of the historical period, in YYYY-MM-DD format (defaults to today)"},"historyGrouping":{"type":"string","required":false,"visibility":"user-or-llm","description":"Time interval for grouping data points: \\"daily\\", \\"weekly\\", or \\"monthly\\" (default: \\"monthly\\")"},"mode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Analysis mode: domain (entire domain), prefix (URL prefix), subdomains (include all subdomains, default), exact (exact URL match)"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}},"hostedApiKey":"none"},"ahrefs_referring_domains":{"id":"ahrefs_referring_domains","name":"Ahrefs Referring Domains","description":"Get a list of domains that link to a target domain or URL. Returns unique referring domains with their domain rating, backlink counts, and discovery dates.","version":"1.0.0","params":{"target":{"type":"string","required":true,"visibility":"user-or-llm","description":"The target domain or URL to analyze. Example: \\"example.com\\" or \\"https://example.com/page\\""},"mode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Analysis mode: domain (entire domain), prefix (URL prefix), subdomains (include all subdomains, default), exact (exact URL match). Example: \\"domain\\""},"history":{"type":"string","required":false,"visibility":"user-or-llm","description":"Historical scope: \\"live\\" (currently live), \\"all_time\\" (default, includes lost domains), or \\"since:YYYY-MM-DD\\" (domains found since a date)."},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Maximum number of results to return. 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