MULTI-APP TOOLKIT
Build with Microsoft Outlook Email + Salesforce
- Multi-app
- One MCP session
- 87 actions
- 16 triggers
- Managed auth
MCP
One MCP session, both toolsets
One session gives your product or agent every Microsoft Outlook Email and Salesforce tool at once — connect once, list tools, and call them like any single-app session.
// accessToken: mint a short-lived token with the Connect SDK — see the MCP guide
const transport = new StreamableHTTPClientTransport(
new URL("https://remote.mcp.pipedream.net/v3"),
{
requestInit: {
headers: {
Authorization: `Bearer ${accessToken}`,
"x-pd-project-id": "{project_id}",
"x-pd-environment": "production",
"x-pd-external-user-id": "{external_user_id}", // any stable ID for this user in your system
"x-pd-app-slug": "microsoft_outlook,salesforce_rest_api",
},
},
},
)
const mcp = new Client({ name: "my-agent", version: "1.0.0" })
await mcp.connect(transport)
const { tools } = await mcp.listTools()
// One list, both toolsets: Microsoft Outlook Email and Salesforce tools arrive
// together, each keyed by its own app's slug.
// e.g. run Add Label to Email:
const result = await mcp.callTool({
name: "microsoft_outlook-add-label-to-email",
arguments: {
userId: "User ID",
messageId: "Message ID",
},
})import { PipedreamClient } from "@pipedream/sdk"
const pd = new PipedreamClient({
projectId: process.env.PIPEDREAM_PROJECT_ID!,
clientId: process.env.PIPEDREAM_CLIENT_ID!,
clientSecret: process.env.PIPEDREAM_CLIENT_SECRET!,
projectEnvironment: "production",
})
const externalUserId = "{external_user_id}" // any stable ID for this user in your system
const [microsoftOutlookTools, salesforceRestApiTools] =
await Promise.all([
pd.components.list({ app: "microsoft_outlook" }),
pd.components.list({ app: "salesforce_rest_api" }),
])
// One external user owns both connected accounts, so either app's tools
// run on their behalf with the same externalUserId.curl "https://api.pipedream.com/v1/connect/{project_id}/components?app=microsoft_outlook" \
-H "X-PD-Environment: production" \
-H "Authorization: Bearer {access_token}"
curl "https://api.pipedream.com/v1/connect/{project_id}/components?app=salesforce_rest_api" \
-H "X-PD-Environment: production" \
-H "Authorization: Bearer {access_token}"
# Connect both accounts to the same external_user_id, then
# configure and invoke either app's tools on that user's behalf.ARCHITECTURE
One user, two connected accounts
Your user connects each account once, under whatever ID they already have in your product. The two stay independent — either can be revoked on its own — and your code reaches both through that one user.
Your product
external_user_id
{external_user_id}Pipedream Connect
Managed identity
Auth · tools · routing
Microsoft Outlook Email
Connected account
Salesforce
Connected account
TOOLS
Microsoft Outlook Email tools
The Microsoft Outlook Email tools this pairing puts in reach, each one running on your user's own connected account.
Actions top 8 of 26
-
Add Label to Email
actionAdds a label/category to an email in Microsoft Outlook. See the documentationWritev0.0.27 -
Create Contact
actionAdd a contact to the root Contacts folder, See the documentationWritev0.0.34 -
Create Draft Email
actionCreate a draft email, See the documentationWritev0.0.35 -
Create Draft Reply
actionCreate a draft reply to an email. See the documentationWritev0.0.12 -
Download Attachment
actionDownload an email attachment to/tmp. Use Find Email to locate the message, then Get Message withincludeAttachments: trueto get themessageIdand attachmentidfields. Example: afterget-message(messageId="AAMk...", includeAttachments=true)returnsattachments: [{ id: "AQMk...", name: "report.pdf" }], calldownload-attachment(messageId="AAMk...", attachmentId="AQMk...", filename="report.pdf")→ writes to/tmp/report.pdf. SetconvertToPdf: trueto convert images, HTML, plain text, or DOCX files to PDF. For text attachments (text/*, JSON), the response includesfileContentwith the decoded text (truncated at 100 KB, flagged bycontentTruncated), so the content can be read directly without fetching the file. See the documentationRead-onlyv0.1.5 -
Find Contacts
actionSearch and list contacts in the authenticated user's Outlook contacts. Returns{ count, contacts }wherecountis the Graph-reported total contact count (@odata.count) andcontactsis the filtered result array. OmitsearchStringto return all contacts up tomaxResults. WhensearchStringis provided, filters contacts by displayName, givenName, surname, or email address (case-sensitive substring match). Important:maxResultsnow bounds how many contacts are fetched from Graph before filtering — contacts beyond that window will not be searched. Example:find-contacts(searchString="George Costanza", maxResults=200)→ scans the first 200 contacts and returns matches. Example:find-contacts(searchString="george@vandelay.com")→ matches by email address. Use the returned contactidwith Save Contact to update the contact. See the documentationRead-onlyv1.0.2 -
Find Email
actionFind (search, list, or count) email messages in a Microsoft Outlook mailbox via Microsoft Graph. By default a search or list request (countOnly= false) scans the WHOLE mailbox (all folders including Sent, Archive, etc.), matching what you see when searching in Outlook; a count-only request (countOnly= true) with no explicitfolderScopestays inbox-scoped and counts ALL inbox messages by default, not just unread ones — also setisReadtofalseto count only unread messages (matching Outlook's unread inbox badge). SetfolderScopeexplicitly to override this behavior for either mode. To search a shared mailbox, setuserId(the mailbox owner's UPN or ID); addsharedFolderIdto target a specific folder within it. See the documentationRead-onlyv1.1.1 -
Find Shared Folder Email
actionSearch for an email in a shared folder in Microsoft Outlook. See the documentationRead-onlyv0.0.19
Triggers
-
New Attachment Received (Instant)
triggerEmit new event when a new email containing one or more attachments arrives in a specified Microsoft Outlook folder.v0.1.22 -
New Contact Event (Instant)
triggerEmit new event when a new Contact is createdv0.0.35 -
New Email Event (Instant)
triggerEmit new event when an email is received in specified folders.v0.1.22 -
New Email in Shared Folder Event
triggerEmit new event when an email is received in specified shared folders.v0.0.21
TOOLS
Salesforce tools
The Salesforce tools this pairing puts in reach, each one running on your user's own connected account.
Actions top 8 of 61
-
Add Contact to Campaign
actionAdd an existing contact to an existing campaign as a campaign member. Use Find Records onContactand onCampaignto look up the two IDs first. The contact must already exist - use Create Contact if it does not. See the documentationWritev0.1.9 -
Add Lead to Campaign
actionAdd an existing lead to an existing campaign as a campaign member. Use Find Records onLeadand onCampaignto look up the two IDs first. The lead must already exist - use Create Lead if it does not. See the documentationWritev0.1.9 -
Convert SOAP XML Object to JSON
actionConvert a SOAP XML payload received from Salesforce into JSON. Use this on the raw body delivered by an outbound-message trigger; it makes no API call. Every other Salesforce action already returns JSON, so this is only needed for outbound-message workflows. See the documentationRead-onlyv0.0.13 -
Create Account
actionCreate a Salesforce account (a company or organization record). Use Describe Object onAccountto discover which fields your org requires before calling. For example,NameAcme Corpcreates a minimal account and returns its new record ID. See the documentationWritev0.4.1 -
Create Accounts (Batch)
actionCreate many Salesforce accounts in one job using Bulk API 2.0. Use this instead of Create Account when inserting more than roughly 200 records - it is asynchronous and returns a job ID, not the created records. Poll the job in Salesforce to confirm completion; a successful response means the job was accepted, not that every row loaded. Input is a CSV file - supply a path under/tmpor a URL to download it from, with a header row of Salesforce field API names. See the documentationWritev0.0.8 -
Create Attachment
actionAttach a file to an existing Salesforce record (classicAttachmentobject). Use Find Records to get the parent record ID first. For newer orgs prefer Salesforce Files - use Insert Blob Data withContentVersioninstead. See the documentationWritev0.6.1 -
Create Campaign
actionCreate a Salesforce marketing campaign. Use Add Contact to Campaign or Add Lead to Campaign afterwards to populate its members. For example,Name: "Summer 2026 Webinar"creates the campaign and returns its ID. See the documentationWritev0.3.9 -
Create Case
actionCreate a Salesforce support case (a customer issue or request). Use List Cases to check whether a matching case already exists before creating a duplicate. After creating, use Create Case Comment to add notes or List Case Feed Items to read its activity. See the documentationWritev1.0.1
Triggers top 4 of 12
-
Case Updated (Instant, of Selectable Type)
triggerEmit new event when a case is updated. See the documentationv0.0.13 -
Email Template Updated (Instant, of Selectable Type)
triggerEmit new event when an email template is updated. See the documentationv0.0.13 -
Knowledge Article Updated (Instant, of Selectable Type)
triggerEmit new event when a knowledge article is updated. See the documentationv0.0.13 -
New Case (Instant, of Selectable Type)
triggerEmit new event when a case is created. See the documentationv0.0.13
MULTI-APP
Works with more apps
The combinations customers connect alongside these two — nothing here is limited to a pair.
REFERENCE
Toolkit details
- x-pd-app-slug
- microsoft_outlook,salesforce_rest_api
- Primary app
- Microsoft Outlook Email (microsoft_outlook)
- Second app
- Salesforce (salesforce_rest_api)
- Authentication
- OAuth + OAuth
- Available actions
- 87
- Available triggers
- 16