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Sage Sales Management

该 Skill 借助 OOMOL 的 oo CLI 连接器调用 Sage Sales Management(ForceManager)接口,提供账户、联系人和商机的查询、创建、更新与删除动作。使用前需先用 schema 命令获取动作的输入字段,再以 JSON 载荷执行;写操作与删除操作要求先与用户确认,凭证由 OOMOL 服务端注入。

oomol
oomol
热度 43.74
最近更新 2026-09-15 13:16:47
分类:营销依赖:第三方 API / 代码执行应用场景:CRM / API 集成 / 工作流

安装技能

复制下面的话术发给你的 Agent,它会通过 secure-skills 检索并安装该技能。

执行命令安装此 skill: npx secure-skills-cli add oo-sage-sales-management
Metadata
name
oo-sage-sales-management
description
Sage Sales Management (forcemanager.com). Use this skill for ANY Sage Sales Management request — reading, creating, updating, and deleting data. Whenever a task involves Sage Sales Management, use this skill instead of calling the API directly.
allowed-tools
["Bash(oo *)"]
metadata
{"title":"Sage Sales Management","author":"OOMOL","version":"1.0.2","services":["sage_sales_management"],"icon":"https://static.oomol.com/logo/third-party/sage_sales_management.svg"}

Sage Sales Management

Operate Sage Sales Management through your OOMOL-connected account. This skill calls the sage_sales_management connector with the oo CLI; OOMOL injects credentials server-side, so you never handle raw tokens.

Running an action

Assume the user has already installed the oo CLI, signed in, and connected Sage Sales Management. Do not run oo auth login or open the connection URL proactively — just run the action. Fall back to First-time setup only when a command actually fails with an auth or connection error.

1. Inspect the contract to get the authoritative input/output schema before building a payload:

oo connector schema "sage_sales_management" --action "<action_name>"

2. Run the action with a JSON payload that matches the input schema:

oo connector run "sage_sales_management" --action "<action_name>" --data '<json>' --json
  • --data takes a JSON object string or @path/to/file.json; omit it to send {}.
  • The response is { "data": ..., "meta": { "executionId": "..." } }; the execution id lives under meta.executionId.

Each action is listed below with a one-line description; actions that change state carry a [write] or [destructive] tag. Before constructing --data, fetch the action's live schema with oo connector schema to get its authoritative input fields.

Available actions

  • create_account — Create one Sage Sales Management account. [write]
  • create_contact — Create one Sage Sales Management contact. [write]
  • create_opportunity — Create one Sage Sales Management opportunity. [write]
  • delete_account — Delete one Sage Sales Management account by ID. [destructive]
  • delete_contact — Delete one Sage Sales Management contact by ID. [destructive]
  • delete_opportunity — Delete one Sage Sales Management opportunity by ID. [destructive]
  • get_account — Get one Sage Sales Management account by ID.
  • get_accounts_schema — Get the Sage Sales Management Accounts schema metadata.
  • get_contact — Get one Sage Sales Management contact by ID.
  • get_contacts_schema — Get the Sage Sales Management Contacts schema metadata.
  • get_opportunities_schema — Get the Sage Sales Management Opportunities schema metadata.
  • get_opportunity — Get one Sage Sales Management opportunity by ID.
  • list_accounts — List Sage Sales Management accounts with optional filters and pagination.
  • list_contacts — List Sage Sales Management contacts with optional filters and pagination.
  • list_opportunities — List Sage Sales Management opportunities with optional filters and pagination.
  • update_account — Update one Sage Sales Management account by ID. [write]
  • update_contact — Update one Sage Sales Management contact by ID. [write]
  • update_opportunity — Update one Sage Sales Management opportunity by ID. [write]

Safety

  • Untagged actions are reads (get / list / search) — safe to run directly.
  • Actions tagged [write] change Sage Sales Management state — confirm the exact payload and effect with the user before running.
  • Actions tagged [destructive] remove or overwrite data — always confirm the target and get explicit approval first.

First-time setup

These are one-time steps — do not repeat them on every call. Run a step only when a command fails for the matching reason.

  • oo: command not found — install the oo CLI (other platforms: https://cli.oomol.com/install-guide.md):

    curl -fsSL https://cli.oomol.com/install.sh | bash    # macOS / Linux
    
    irm https://cli.oomol.com/install.ps1 | iex           # Windows PowerShell
    
  • Not signed in / authentication error — sign in to your OOMOL account once:

    oo auth login
    
  • scope_missing / credential_expired / app_not_ready / app_not_found — Sage Sales Management is not connected, or the connection expired or lacks a scope. Connect once (auth type: custom credential) at:

    https://console.oomol.com/app-connections?provider=sage_sales_management
    
  • HTTP 402 / OOMOL_INSUFFICIENT_CREDIT — billing stop. Recharge at https://console.oomol.com/billing/token-recharge before retrying.

Resources