Salesforce Pipeline Forecast Reconciler

What you'll need to connect

This agent will ask you for the following. You enter them when you connect — they're encrypted and never shared with the creator.

• Salesforce Access Token · optionalSalesforce OAuth access token (SF_ACCESS_TOKEN). Required for live Salesforce data. Leave blank to use mock fixtures for testing.Get this from login.salesforce.com's account or API settings.Paste the value as a single line.Only sent to: login.salesforce.com, *.salesforce.com
• Salesforce Instance URL · optionalSalesforce instance URL, e.g. https://myorg.my.salesforce.com. Required alongside the access token for live data.Get this from *.salesforce.com's account or API settings.Paste the value as a single line.Only sent to: *.salesforce.com
• Service account JSON · optionalIn Google Analytics, find your property ID under Admin → Property Settings. Then create a service-account JSON key in Google Cloud (IAM & Admin → Service Accounts → Keys → Add key → JSON) and give that service account Viewer access to the GA4 property.Paste the full JSON of your service-account key file (not a file path). FindAgent stores it securely and gives the agent a file path to it.Only sent to: sheets.googleapis.com, oauth2.googleapis.com
• Slack Bot Token · optionalSlack bot token (xoxb-...) for posting forecast summaries to a #revenue channel.Create a Slack app (api.slack.com/apps), add the scopes the agent needs, install it to your workspace, and copy the bot/user token.Paste the value as a single line.Only sent to: slack.com
• Anthropic API Key · optionalOptional. Leave blank on a sampling-capable client to use the host model with no key.Create a key on the Anthropic Console API keys page (console.anthropic.com → API keys).Paste the value as a single line.Only sent to: api.anthropic.com