sshvarzman-salesforce/claude-skills

sf-agent-api-integration-patterns

Agent API integration architecture — website chat, headless automation, platform connectors, and agent-to-agent patterns.

Ver código-fonte

Como usar

  1. Copie o comando e verifique o pacote antes de instalar no seu ambiente de agente.
  2. Consulte no original as ferramentas, credenciais e ambientes necessários.
  3. Descreva os dados de entrada e a entrega esperada; confira a saída com as fontes.
npx skills add https://github.com/sshvarzman-salesforce/claude-skills --skill sf-agent-api-integration-patterns

Antes de começar

  • A instalação não inclui assinatura de modelo, franquia API ou acesso aos seus arquivos.
  • Estrelas e instalações indicam atividade, não um teste independente de qualidade ou segurança.
Documento original do Skill

Renderizado do repositório de origem, preservando títulos, exemplos, código, tabelas, links e imagens.

Agent API Integration Patterns

Use This Skill When

  • Choosing an integration pattern for the Agent API (website, headless, connector, agent-to-agent).
  • Structuring a reusable client: token management, session lifecycle, message loop, streaming, retries.
  • Setting the security and resilience posture before building.

Integration Patterns

PatternDescriptionDeliveryNotes
Website chatEmbed agent chat on a site/appStreamingToken brokered server-side; browser never sees the secret
Headless automationAutomate functionality without UISyncServer-to-server; ideal for jobs/workflows
Platform connectorConnect to Slack, Teams, custom workflowsSync or streamingStandardized REST calls per platform SDK
Agent-to-agentOne agent invokes anotherSyncBuild an agentic ecosystem; watch credit consumption

Reference Client Architecture

Structure any integration around four layers:

  1. Token service — mints and caches the client-credentials token, refreshes before expiry, and keeps the secret server-side.
  2. Session manager — starts sessions (externalSessionKey per conversation), tracks sessionId + sequenceId, and ends sessions.
  3. Message loop — serializes turns per session (one request in flight), builds the message body, attaches variables.
  4. Response handler — parses sync Inform or consumes the SSE stream; renders citations; captures feedbackId.
[Client UI / Job] → [Message loop] → [Session manager] → [Token service] → Agent API
                         ↑                                   (cache token)
                   [Response handler] ← SSE / JSON ←─────────────┘

Browser-safe pattern (website)

  • Never expose the consumer secret or token to the browser.
  • Front-end talks to your backend; backend brokers the token and proxies Agent API calls.
  • Stream from backend to browser (SSE/WebSocket) if real-time rendering is needed.

Resilience Checklist

  • Token refresh: refresh on 401 and proactively before expiry.
  • Concurrency: queue turns per session; a concurrent request returns 423.
  • Timeout: the API times out at 120s → surfaced as 500; set client timeouts and a user-facing fallback.
  • Retries: retry idempotent failures (network, 500 transient) with backoff; do not blindly resend a message that may have partially processed.
  • Session cleanup: DELETE sessions on conversation end; reap abandoned sessions.
  • Government Cloud: switch base host to api.gov.salesforce.com.

Guardrails

  • Server-side secret/token custody only — treat the browser as hostile.
  • One in-flight request per session; serialize turns.
  • Use the My Domain URL for instanceConfig.endpoint, not the Lightning URL.
  • Agent API usage consumes credits (see Generative AI Usage and Billing) — budget agent-to-agent chains carefully.
  • Not supported for "Agentforce (Default)" agents — confirm agent type before integrating.
  • Log traceId, sessionId, and externalSessionKey for every turn to support debugging and audit.

Deliverables

  • Chosen integration pattern with rationale (surface, sync vs streaming, credit impact).
  • A layered client design (token / session / message / response) with concurrency and retry policy.
  • A security posture doc (secret custody, token brokering, PII handling).
  • A resilience matrix covering 401 / 423 / 500 / timeout / session cleanup.

Additional Resources

  • Setup and tokens: sf-agent-api-setup
  • Session and messaging mechanics: sf-agent-api-session-lifecycle, sf-agent-api-messaging
  • Context passing: sf-agent-api-variables
  • Error handling: sf-agent-api-troubleshooting
  • Pre-ship review: sf-agent-api-review
  • Official docs: Agent API Developer Guide, Considerations

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