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platform-agentsetup-categories-fetch
Fetch prompt categories from the Agentic Setup Categories Connect API on a connected Salesforce org.
Scope
In scope:
- Calling
GET /services/data/{apiVersion}/agenticsetup/categoriesvia SF CLI - Passing the
fetchPromptsquery parameter to include nested prompts - Parsing and presenting the JSON response (categories, labels, prompts)
- Handling errors (403 when feature is disabled, auth failures)
Out of scope — delegate elsewhere:
- Creating or modifying prompt categories → not supported via this API (read-only)
- Org authentication setup → use
sf org loginseparately - Permission set assignment → assigning-permission-set
Required Inputs
The agent needs:
- A connected org (already authenticated via
sf org login) - Optionally: whether to include nested prompts (
fetchPrompts=true) - Optionally: target API version (default: v67.0). Replace
v67.0in the URL with the user-specified version if provided.
Workflow
1. Verify org connectivity
bash
sf org display --jsonConfirm the org is authenticated and extract the instance URL. If no default org is set, ask the user which org to target with --target-org.
2. Call the Categories API
Basic call (categories only):
bash
sf api request rest /services/data/v67.0/agenticsetup/categories --method GETWith nested prompts:
bash
sf api request rest "/services/data/v67.0/agenticsetup/categories?fetchPrompts=true" --method GET3. Parse and present the response
The API returns a JSON object with a categories array. Each category has name, label, and prompts fields. See references/api-response-schema.md for the full response structure and examples for both fetchPrompts=true and fetchPrompts=false.
Present the results clearly:
- List categories with their name and label
- If
fetchPrompts=truewas used, show nested prompts under each category - Note any categories with empty
promptsarrays (means no prompts exist for that category)
4. Handle errors
| Error | Meaning | Action |
|---|---|---|
| Success (exit 0) | 200 OK | Parse and display results |
FUNCTIONALITY_NOT_ENABLED | Feature not enabled for this org/user | Tell user the Agentic Setup Categories feature needs to be enabled — check Setup > Einstein/Agentforce |
INVALID_SESSION_ID | Session expired | Re-authenticate with sf org login |
NOT_FOUND | Endpoint not found | API version too old or feature not deployed to this org |
Rules / Constraints
| Rule | Rationale |
|---|---|
Always use sf api request rest — never curl or raw HTTP | curl bypasses ~/.sfdx session tokens and requires manual Authorization headers, making it brittle |
| NEVER use SOQL queries | Categories are NOT in standard objects — only available via this Connect REST API |
| NEVER generate files (LWC, Apex, XML) | This is a data-fetching task, not a code generation task |
| Default to v67.0 unless user specifies | This is the min-version where the endpoint was introduced |
| Don't pass fetchPrompts unless asked | Reduces payload size; prompts can be large |
| Categories are sorted by label | The API returns them alphabetically — don't re-sort |
| Prompts are sorted by text | Within each category, prompts come alphabetically |
Output Expectations
When finishing, present:
- Number of categories returned
- Category list — name and label for each
- Prompts (if requested) — nested under their category
- Any errors encountered with suggested fixes
Reference File Index
| File | When to read |
|---|---|
references/api-response-schema.md | When you need to understand the full response structure and field descriptions |
