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platform-agentsetup-categories-fetch

forcedotcom/sf-skills

Fetch prompt categories from Salesforce Agentforce using the Connect API.

What is platform-agentsetup-categories-fetch?

Retrieves agentic setup prompt categories from a connected Salesforce org via the Connect API's GET /agenticsetup/categories endpoint. Use this when you need to list available prompt categories, optionally including their nested prompts, for Agentforce setup workflows.

  • Calls GET /agenticsetup/categories to retrieve prompt categories from a connected Salesforce org
  • Optionally includes nested prompts within each category using the fetchPrompts query parameter
  • Parses and presents category names, labels, and associated prompts in a readable format
  • Handles authentication errors, disabled features, and API version mismatches with clear error messages
  • Requires SF CLI v2.0.0+ and Salesforce API v67.0 or later

How to install platform-agentsetup-categories-fetch

npx skills add https://github.com/forcedotcom/sf-skills --skill platform-agentsetup-categories-fetch
Prerequisites
  • Connected Salesforce org authenticated via sf org login
  • SF CLI version 2.0.0 or later installed
  • Salesforce API version 67.0 or higher in the target org
  • Agentic Setup Categories feature enabled in the org (check Setup > Einstein/Agentforce)
Claude Code
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How to use platform-agentsetup-categories-fetch

  1. 1.Verify org connectivity by running sf org display --json to confirm authentication
  2. 2.Call the API with sf api request rest /services/data/v67.0/agenticsetup/categories --method GET to fetch categories only
  3. 3.Optionally add ?fetchPrompts=true to the URL to include nested prompts within each category
  4. 4.Parse the returned JSON object containing the categories array with name, label, and prompts fields
  5. 5.Present results showing category count, category list with labels, and nested prompts if requested

Use cases

Good for
  • List all available prompt categories in Agentforce to understand what setup prompts are available
  • Retrieve prompt categories with their nested prompts to display in a copilot or setup interface
  • Verify that the Agentic Setup Categories feature is enabled and accessible in a Salesforce org
  • Audit which prompt categories exist before creating or managing prompts programmatically
Who it's for
  • Salesforce developers building Agentforce integrations
  • Admins managing Agentforce setup and prompt libraries
  • Agents automating Salesforce org discovery and configuration tasks

platform-agentsetup-categories-fetch FAQ

What's the difference between calling with and without fetchPrompts=true?

Without fetchPrompts, the API returns only category metadata (name and label), reducing payload size. With fetchPrompts=true, each category includes its nested prompts array, useful when you need the full prompt library.

What should I do if I get a FUNCTIONALITY_NOT_ENABLED error?

The Agentic Setup Categories feature is not enabled for your org or user. Check Setup > Einstein/Agentforce to enable it, then retry the request.

Can I create or modify categories with this skill?

No, this skill is read-only. It only fetches categories via GET. To create or modify categories, you need a different endpoint or tool.

Why should I use sf api request rest instead of curl?

The SF CLI automatically handles Salesforce session tokens from ~/.sfdx, while curl requires manual Authorization headers and is more error-prone.

What API version should I use?

Default to v67.0, which is the minimum version where this endpoint was introduced. You can specify a newer version if your org supports it.

Full instructions (SKILL.md)

Source of truth, from forcedotcom/sf-skills.


name: platform-agentsetup-categories-fetch description: "Fetch agentic setup prompt categories from a connected Salesforce org using the Connect API. Use this skill to call GET /agenticsetup/categories and return the list of prompt categories, optionally with their nested prompts. TRIGGER when: user asks to get, fetch, list, or show agentic setup categories, prompt categories, setup copilot categories, prompt library categories, available setup prompts, Agentforce prompt library, or copilot prompts. DO NOT TRIGGER when: user wants to create new categories, work with non-categories endpoints, or generate OpenAPI specs." allowed-tools: Bash Read metadata: cliTools: - tool: ["sf"] semver: ">=2.0.0" version: "1.0" domains: ["Platform", "Agentforce"] minApiVersion: "67.0"

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/categories via SF CLI
  • Passing the fetchPrompts query 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 login separately
  • 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 v67.0 in the URL with the user-specified version if provided.

Workflow

1. Verify org connectivity

sf org display --json

Confirm 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):

sf api request rest /services/data/v67.0/agenticsetup/categories --method GET

With nested prompts:

sf api request rest "/services/data/v67.0/agenticsetup/categories?fetchPrompts=true" --method GET

3. 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=true was used, show nested prompts under each category
  • Note any categories with empty prompts arrays (means no prompts exist for that category)

4. Handle errors

ErrorMeaningAction
Success (exit 0)200 OKParse and display results
FUNCTIONALITY_NOT_ENABLEDFeature not enabled for this org/userTell user the Agentic Setup Categories feature needs to be enabled — check Setup > Einstein/Agentforce
INVALID_SESSION_IDSession expiredRe-authenticate with sf org login
NOT_FOUNDEndpoint not foundAPI version too old or feature not deployed to this org

Rules / Constraints

RuleRationale
Always use sf api request rest — never curl or raw HTTPcurl bypasses ~/.sfdx session tokens and requires manual Authorization headers, making it brittle
NEVER use SOQL queriesCategories 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 specifiesThis is the min-version where the endpoint was introduced
Don't pass fetchPrompts unless askedReduces payload size; prompts can be large
Categories are sorted by labelThe API returns them alphabetically — don't re-sort
Prompts are sorted by textWithin each category, prompts come alphabetically

Output Expectations

When finishing, present:

  1. Number of categories returned
  2. Category list — name and label for each
  3. Prompts (if requested) — nested under their category
  4. Any errors encountered with suggested fixes

Reference File Index

FileWhen to read
references/api-response-schema.mdWhen you need to understand the full response structure and field descriptions