Create a minimal working SalesLoft example \u2014 list people and create\
BY jeremylongshoreUPDATED Oct 27, 2026
INTENDED FOR✳Claude CodeInstall in a listed agent.
instructions.md
---
name: salesloft-hello-world
description: >-
Prove a Salesloft credential and team boundary with one bounded read-only request and response-envelope check. Use when testing a new integration without creating CRM data. Trigger with "Salesloft hello world", "first Salesloft request", or "test Salesloft connection".
argument-hint: "[repository-path] [team-alias]"
allowed-tools: Read, Glob, Grep, WebFetch, Write, Edit
version: 1.6.0
author: Jeremy Longshore <jeremy@intentsolutions.io>
license: MIT
tags:
- saas
- salesloft
- getting-started
model: inherit
effort: medium
compatibility: Designed for Claude Code
---
# Salesloft Verified First Read
## Overview
This skill proves credential injection, team identity, HTTPS handling, and the Salesloft response envelope. It deliberately avoids creating a person or enrolling anyone in a cadence.
## Prerequisites
- A named repository and non-production or explicitly approved team
- A scoped OAuth access token or customer API key
- A runtime with HTTPS, JSON parsing, and a bounded timeout
- Permission to read the authenticated identity
## Tool Discipline
Use `Read`, `Glob`, and `Grep` to inspect the local HTTP wrapper, environment-variable names, and tests. Use `WebFetch` only for current official Salesloft documentation. Use `Write` or `Edit` after confirming the target implementation file.
## Current Contract
- Base URL: `https://api.salesloft.com/v2`.
- Send the credential as a Bearer value; do not put it in a query parameter.
- Use the documented path without assuming every endpoint requires a `.json` suffix.
- Successful response bodies place returned data under `data`; list responses can also include `metadata`.
## Authentication
Use a partner OAuth access token, approved private-app token, or customer API key appropriate to the integration. The proof must not request or exercise write scopes.
## Instructions
1. Confirm repository, team alias, auth flow, secret source, and expected identity.
2. Configure an explicit base URL, Bearer injection, Accept header, and timeout.
3. Request `GET /v2/me` once without retries that could hide an auth failure.
4. Validate status, JSON content type, and the `data` envelope.
5. Compare only a safe team or user identifier with the expected target.
6. Add fixtures for success, 401, 403, and non-JSON responses.
## Approval Boundaries
Do not create a demonstration person, change a cadence, or print the credential or raw identity payload. Stop if the returned team is not the approved target.
## Output
Return redacted configuration, status, envelope assertion, expected-target match, fixture results, and the next authorized workflow.
## Error Handling
| Condition | Response |
|---|---|
| 401 | Check credential type, expiry, and Bearer injection. |
| 403 | Confirm identity-read scope and acting-user permissions. |
| Non-JSON response | Preserve status and content type, then stop parsing. |
| Wrong team | Stop all work and correct the credential mapping. |
## Examples
The example below shows the minimum redacted evidence expected from a successful invocation of this operator workflow.
```text
team=staging; request=GET /v2/me; envelope=pass; writes=0
```
## Resources
- [Skill-specific official documentation](references/official-docs.md)
- [API basics](https://developers.salesloft.com/docs/platform/api-basics/)
- [Request and response format](https://developers.salesloft.com/docs/platform/api-basics/request-response-format/)
---
name: salesloft-hello-world
description: >-
Prove a Salesloft credential and team boundary with one bounded read-only request and response-envelope check. Use when testing a new integration without creating CRM data. Trigger with "Salesloft hello world", "first Salesloft request", or "test Salesloft connection".
argument-hint: "[repository-path] [team-alias]"
allowed-tools: Read, Glob, Grep, WebFetch, Write, Edit
version: 1.6.0
author: Jeremy Longshore <jeremy@intentsolutions.io>
license: MIT
tags:
- saas
- salesloft
- getting-started
model: inherit
effort: medium
compatibility: Designed for Claude Code
---
# Salesloft Verified First Read
## Overview
This skill proves credential injection, team identity, HTTPS handling, and the Salesloft response envelope. It deliberately avoids creating a person or enrolling anyone in a cadence.
## Prerequisites
- A named repository and non-production or explicitly approved team
- A scoped OAuth access token or customer API key
- A runtime with HTTPS, JSON parsing, and a bounded timeout
- Permission to read the authenticated identity
## Tool Discipline
Use `Read`, `Glob`, and `Grep` to inspect the local HTTP wrapper, environment-variable names, and tests. Use `WebFetch` only for current official Salesloft documentation. Use `Write` or `Edit` after confirming the target implementation file.
## Current Contract
- Base URL: `https://api.salesloft.com/v2`.
- Send the credential as a Bearer value; do not put it in a query parameter.
- Use the documented path without assuming every endpoint requires a `.json` suffix.
- Successful response bodies place returned data under `data`; list responses can also include `metadata`.
## Authentication
Use a partner OAuth access token, approved private-app token, or customer API key appropriate to the integration. The proof must not request or exercise write scopes.
## Instructions
1. Confirm repository, team alias, auth flow, secret source, and expected identity.
2. Configure an explicit base URL, Bearer injection, Accept header, and timeout.
3. Request `GET /v2/me` once without retries that could hide an auth failure.
4. Validate status, JSON content type, and the `data` envelope.
5. Compare only a safe team or user identifier with the expected target.
6. Add fixtures for success, 401, 403, and non-JSON responses.
## Approval Boundaries
Do not create a demonstration person, change a cadence, or print the credential or raw identity payload. Stop if the returned team is not the approved target.
## Output
Return redacted configuration, status, envelope assertion, expected-target match, fixture results, and the next authorized workflow.
## Error Handling
| Condition | Response |
|---|---|
| 401 | Check credential type, expiry, and Bearer injection. |
| 403 | Confirm identity-read scope and acting-user permissions. |
| Non-JSON response | Preserve status and content type, then stop parsing. |
| Wrong team | Stop all work and correct the credential mapping. |
## Examples
The example below shows the minimum redacted evidence expected from a successful invocation of this operator workflow.
```text
team=staging; request=GET /v2/me; envelope=pass; writes=0
```
## Resources
- [Skill-specific official documentation](references/official-docs.md)
- [API basics](https://developers.salesloft.com/docs/platform/api-basics/)
- [Request and response format](https://developers.salesloft.com/docs/platform/api-basics/request-response-format/)
COMPATIBILITY & REFERENCES
Platform guidance
Imported from the listed AgentSkill.sh category. Complete supplied package files and notices are retained. Required external tools and credentials are not installed. No bundled code was executed during import. Individual agent task behavior has not been tested.
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