Salesforce — Enterprise Sales Assistant

pip install maximem-synap maximem-synap-openai-agents openai-agents simple-salesforce

# .env
SYNAP_API_KEY=...
SYNAP_SERVER_URL=<maximem-server>
OPENAI_API_KEY=...
SALESFORCE_CLIENT_ID=...
SALESFORCE_CLIENT_SECRET=...

SESSIONS: dict[str, str] = {}

def conv_for(session_id: str) -> str:
    return SESSIONS.setdefault(session_id, str(uuid.uuid4()))

from agents import function_tool

@function_tool
async def get_account(account_id: str) -> dict:
    """Return account name, industry, ARR, owner, and open opp count."""
    sf = await get_sf_client_for_rep()
    return sf.Account.get(account_id)

@function_tool
async def get_opportunities(account_id: str, stage: str = None) -> list[dict]:
    """List open opps for an account, optionally filtered by stage."""
    sf = await get_sf_client_for_rep()
    soql = f"SELECT Id, Name, StageName, Amount, CloseDate FROM Opportunity WHERE AccountId = '{account_id}'"
    if stage: soql += f" AND StageName = '{stage}'"
    return sf.query(soql)["records"]

@function_tool
async def get_contacts(account_id: str) -> list[dict]:
    sf = await get_sf_client_for_rep()
    return sf.query(
        f"SELECT Id, Name, Title, Email FROM Contact WHERE AccountId = '{account_id}'"
    )["records"]

@function_tool
async def query_pipeline(stage: str = None, close_before: str = None) -> list[dict]:
    """Query the rep's own pipeline. Returns opps owned by the current rep."""
    sf = await get_sf_client_for_rep()
    soql = "SELECT Id, AccountId, Name, StageName, Amount, CloseDate FROM Opportunity WHERE OwnerId = '{me}'"
    if stage: soql += f" AND StageName = '{stage}'"
    if close_before: soql += f" AND CloseDate <= {close_before}"
    return sf.query(soql.format(me=sf.user_id))["records"]

@function_tool
async def log_activity(opportunity_id: str, subject: str, body: str) -> dict:
    sf = await get_sf_client_for_rep()
    return sf.Task.create({"WhatId": opportunity_id, "Subject": subject, "Description": body})

@function_tool
async def update_opportunity(opportunity_id: str, fields: dict) -> dict:
    sf = await get_sf_client_for_rep()
    return sf.Opportunity.update(opportunity_id, fields)

@function_tool
async def create_task(opportunity_id: str, subject: str, due_date: str) -> dict:
    sf = await get_sf_client_for_rep()
    return sf.Task.create({
        "WhatId": opportunity_id, "Subject": subject,
        "ActivityDate": due_date, "Status": "Open",
    })

import os, uuid, asyncio
from agents import Agent, FunctionTool, Runner
from maximem_synap import MaximemSynapSDK
from synap_openai_agents import create_search_tool, create_store_tool

sdk = MaximemSynapSDK()
await sdk.initialize()

async def handle_message(rep_id: str, org_id: str, session_id: str, text: str) -> str:
    conv_id = conv_for(session_id)

    synap_search = create_search_tool(sdk=sdk, user_id=rep_id, customer_id=org_id)
    synap_store  = create_store_tool(sdk=sdk, user_id=rep_id, customer_id=org_id)

    agent = Agent(
        name="sf_sales_assistant",
        instructions=SYSTEM,
        tools=[
            FunctionTool(synap_search, name_override="synap_search"),
            FunctionTool(synap_store,  name_override="synap_store"),
            get_account, get_opportunities, get_contacts, query_pipeline,
            log_activity, update_opportunity, create_task,
        ],
    )

    result = await Runner.run(agent, input=text)
    reply = result.final_output

    asyncio.create_task(sdk.memories.create(
        document=f"Rep: {text}\nAssistant: {reply}",
        document_type="ai-chat-conversation",
        user_id=rep_id,
        customer_id=org_id,
        metadata={"conversation_id": conv_id, "channel": "sf-sidebar"},
    ))
    return reply

asyncio.create_task(sdk.memories.create(
    document=note_text,
    document_type="sales-note",
    user_id=rep_id,
    customer_id=org_id,
    metadata={"account_id": account_id, "opportunity_id": opp_id},
))