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Documentation Index

Fetch the complete documentation index at: https://hypha-docs.plinqx.app/llms.txt

Use this file to discover all available pages before exploring further.

Providers are pre-built native integrations that connect Plinqx to popular business platforms. Currently, Plinqx supports Salesforce with more providers coming soon.

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What are Providers?

Providers offer:
  • Native Integration: Pre-configured OAuth flows and tool definitions
  • Automatic Tool Discovery: Tools are automatically discovered and available
  • Multiple Installations: Install the same provider multiple times (e.g., Salesforce Production and Sandbox)
  • Managed Credentials: OAuth tokens stored securely in the Vault

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Salesforce Provider

Salesforce is Plinqx’s first native provider, offering access to Salesforce APIs through OAuth2.

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Installing Salesforce

1

Navigate to Providers

Click Providers in the sidebar (or find it in the navigation).
2

Add Salesforce

Click Add Provider and select Salesforce.
3

Configure OAuth

You’ll need:
  • Connected App: A Salesforce Connected App with OAuth enabled
  • Client ID: From your Connected App
  • Client Secret: From your Connected App
  • Instance URL: Your Salesforce instance (e.g., https://yourinstance.salesforce.com)
4

Authorize Access

Complete the OAuth flow to authorize Plinqx access to your Salesforce org.

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Salesforce Tool Naming

Salesforce tools are automatically namespaced by installation:
  • Format: {INSTALLATION_NAME}_{SALESFORCE_TOOL_NAME}
  • Example: SALESFORCE_PROD_sf_query (from “SALESFORCE_PROD” installation)
Use descriptive installation names like “SALESFORCE_PROD” or “SALESFORCE_SANDBOX” to distinguish multiple installations.

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Managing Multiple Installations

You can install Salesforce multiple times for different orgs:
1

Create New Installation

Click Add Provider again and select Salesforce.
2

Use Unique Name

Give each installation a unique name (e.g., “SALESFORCE_PROD”, “SALESFORCE_SANDBOX”).
3

Configure Separately

Each installation has its own OAuth credentials and tools.

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Provider Status

Check provider health and status:
  • Active: Provider is connected and tools are available
  • Error: Connection issue - check credentials and OAuth configuration
  • Refreshing: Tools are being discovered

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Refreshing Tools

If Salesforce tools change, refresh the provider:
  1. Open the provider details
  2. Click Refresh Tools
  3. Wait for tool discovery to complete
Tool refresh happens automatically, but you can manually trigger it if needed.

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Available Tools

Once installed, Salesforce provides tools like:
  • sf_query - Execute SOQL queries
  • sf_create - Create records
  • sf_update - Update records
  • sf_delete - Delete records
  • And many more…
Tools are automatically added to your available tools list. Add them to Collections to expose them to AI clients.

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Troubleshooting

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OAuth Errors

If OAuth fails:
  • Verify Connected App settings in Salesforce
  • Check callback URL matches Plinqx configuration
  • Ensure OAuth scopes are correct

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Tool Discovery Issues

If tools don’t appear:
  • Check provider status
  • Manually refresh tools
  • Verify OAuth token is valid

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Coming Soon

More providers are planned:
  • HubSpot - CRM and marketing automation
  • Microsoft Dynamics - Business applications
  • And more…

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Next Steps

Add to Collections

Add Salesforce tools to collections

Set Up OAuth

Learn about OAuth credential management