sshvarzman-salesforce/claude-skills

sf-agent-api-variables

Agent API context and custom variables — passing session context to an agent and configuring variable accessibility.

Voir la source

Mode d’emploi

  1. Copiez la commande et examinez le paquet avant de l’installer dans votre environnement agent.
  2. Consultez le document original pour les outils, identifiants et environnements requis.
  3. Décrivez les entrées et le livrable souhaité ; comparez la sortie aux sources.
npx skills add https://github.com/sshvarzman-salesforce/claude-skills --skill sf-agent-api-variables

Avant de commencer

  • L’installation n’inclut ni abonnement au modèle, ni quota API, ni accès aux fichiers.
  • Étoiles et installations reflètent l’activité, pas un test indépendant de qualité ou de sécurité.
Document Skill original

Rendu depuis le dépôt source en conservant titres, exemples, code, tableaux, liens et images.

Agent API Variables

Use This Skill When

  • Passing context variables ($Context.*) or custom variables in a start-session or send-message call.
  • Deciding which variables can be set at start vs edited mid-conversation.
  • Configuring variable API accessibility in Agentforce Builder or via Metadata API (ConversationVariable, ConversationContextVariable).

Concept

You can pass two kinds of variables so the agent can use them on subsequent turns:

  • Context variables — prefixed $Context. (for example $Context.EndUserLanguage). Predefined session context.
  • Custom variables — your own named values (for example team_descriptor, troubleshootingSteps).

Quick Start

Add a variables array to the start-session body (or a send-message body for editable variables):

json
{
  "externalSessionKey": "{RANDOM_UUID}",
  "instanceConfig": { "endpoint": "https://{MY_DOMAIN_URL}" },
  "streamingCapabilities": { "chunkTypes": ["Text"] },
  "bypassUser": true,
  "variables": [
    { "name": "$Context.EndUserLanguage", "type": "Text", "value": "en_US" },
    { "name": "team_descriptor", "type": "Text", "value": "The Greatest Team" },
    { "name": "troubleshootingSteps", "type": "Text", "value": "Complete this list of troubleshooting steps: 1. Confirm username/password. 2. ..." }
  ]
}

Each variable has name, type, and value.

Editability Rules

  • Many variables are read-only and can only be set during the start session call.
  • Context variables ($Context prefix) are not editable after the session starts — except $Context.EndUserLanguage.
  • Only editable variables can be modified during a send-message call.
  • When referencing variables derived from custom fields, omit the `__c` suffix. Example: Conversation_Key__c → $Context.Conversation_Key.

Variable Types

Text, Number, Boolean, Object, Date, DateTime, Currency, Id.

Configuring Accessibility

Agentforce Builder

When creating an agent variable, check Allow value to be set by API so the API can populate it.

Metadata API

Configure via ConversationVariable (in BotVersion/BotTemplate) and ConversationContextVariable (in Bot/BotTemplate).

Key fields:

FieldPurpose
dataTypeText, Number, Boolean, Object, Date, DateTime, Currency, Id
developerNameUnique name; starts with a letter, no spaces, no trailing underscore, no double underscores
labelHuman-readable label in the UI
descriptionUsed by the Agentforce planner service
includeInPromptWhether the variable is included in the prompt sent to the model
visibilityinternal = set only by action output; external = also settable by API (ConversationVariable only)

Do not change includeInPrompt for the default Id, EndUserId, and EndUserLanguage variables — doing so can block the agent from key session data.

Guardrails

  • To set a variable via API it must be external visibility (ConversationVariable) and "Allow value to be set by API" enabled.
  • Strip __c from custom-field-derived names, and use the $Context. prefix for context variables.
  • Don't try to mutate read-only/context variables after start (except $Context.EndUserLanguage) — the change is ignored.
  • Treat variable values as untrusted input downstream; validate before using in SOQL, HTML, or callouts.
  • Keep prompt-injected variables (includeInPrompt: true) minimal and non-sensitive.

Deliverables

  • A variable contract: name, type, context-vs-custom, set-at-start-vs-editable, and API accessibility.
  • Metadata definitions (ConversationVariable / ConversationContextVariable) for any API-settable variables.
  • A validation plan for how variable values are consumed downstream.

Additional Resources

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