> This page is for Workforce. > For clean Markdown of any page, append .md to the page URL. > For a complete documentation index, see https://docs.merge.dev/llms.txt. > For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.merge.dev/_mcp/server. # Oracle Sales Cloud **Authentication:** OAuth or basic authentication. See [Magic Link](/merge-agent-handler/features/magic-link) for the runtime auth flow, or [Application credentials](/merge-agent-handler/admin-setup/add-oauth-credentials) to bring your own OAuth app. ## Sample use cases * Show me every opportunity in `Negotiation` with no activity in the last 14 days. * Update the close date on opportunities past their expected close. * Pull the win/loss breakdown for closed opportunities last quarter. ## Available Tools #### list_accounts List accounts from Oracle Sales Cloud. Returns paginated list with organization name, type, owner, and primary contac... #### get_account Get a single account by PartyNumber. Returns full account details including organization name, contacts, and addresse... #### create_account Create a new account in Oracle Sales Cloud. Requires organization_name. Optionally specify type, owner, and industry. #### update_account Update an account by PartyNumber. Use list_accounts to find valid PartyNumbers. #### delete_account Delete an account permanently. This action cannot be undone. Use list_accounts to verify the account before deleting. #### list_account_contacts List contacts associated with an account. Returns paginated list of contact records for the specified account. Use li... #### list_activities List activities from Oracle Sales Cloud. Returns paginated list of tasks, appointments, and call reports. Use limit/o... #### get_activity Get a single activity by ActivityNumber. Returns full activity details including subject, type, and status. Use list\_... #### create_activity Create a new activity in Oracle Sales Cloud. Requires subject. Optionally specify type (APPOINTMENT, TASK, CALL_REPOR... #### update_activity Update an activity by ActivityNumber. Use list_activities to find valid ActivityNumbers. #### delete_activity Delete an activity permanently. This action cannot be undone. Use list_activities to verify the activity before delet... #### list_business_plans List business plans from Oracle Sales Cloud. Returns paginated list with name, dates, and status. Use limit/offset fo... #### get_business_plan Get a single business plan by ID. Returns full business plan details including name, dates, and goals. Use list_busin... #### create_business_plan Create a new business plan in Oracle Sales Cloud. Requires name, customer_id (account PartyId), period_start_name, an... #### update_business_plan Update a business plan by ID. Use list_business_plans to find valid IDs. #### delete_business_plan Delete a business plan permanently. This action cannot be undone. Use list_business_plans to verify the plan before d... #### list_campaigns List campaigns from Oracle Sales Cloud. Returns paginated list with name, status, and dates. Use limit/offset for pag... #### get_campaign Get a single campaign by CampaignNumber. Returns full campaign details including name, status, and dates. Use list_ca... #### create_campaign Create a new campaign in Oracle Sales Cloud. Requires name. Optionally specify status, start date, and end date. #### update_campaign Update a campaign by CampaignNumber. Use list_campaigns to find valid CampaignNumbers. #### delete_campaign Delete a campaign permanently. This action cannot be undone. Use list_campaigns to verify the campaign before deleting. #### list_contacts List contacts from Oracle Sales Cloud. Returns paginated list with name, email, and organization. Use limit/offset fo... #### get_contact Get a single contact by PartyNumber. Returns full contact details including name, email, phone, and addresses. Use li... #### create_contact Create a new contact in Oracle Sales Cloud. Requires last_name. Optionally specify first_name, email_address, and owner. #### update_contact Update a contact by PartyNumber. Use list_contacts to find valid PartyNumbers. #### delete_contact Delete a contact permanently. This action cannot be undone. Use list_contacts to verify the contact before deleting. #### list_leads List sales leads from Oracle Sales Cloud. Returns paginated list with name, status, and customer. Use limit/offset fo... #### get_lead Get a single lead by ID. Returns full lead details including name, status, and associated contacts. Use list_leads to... #### create_lead Create a new sales lead in Oracle Sales Cloud. Requires name. Optionally specify customer and owner. #### update_lead Update a lead by ID. Use list_leads to find valid lead IDs. #### delete_lead Delete a lead permanently. This action cannot be undone. Use list_leads to verify the lead before deleting. #### convert_lead_to_opportunity Convert a qualified lead into an opportunity. The lead must be in a convertible state. Use list_leads to find valid l... #### accept_lead Accept a lead that has been assigned to you. Use list_leads to find valid lead IDs. #### list_opportunities List opportunities from Oracle Sales Cloud. Returns paginated list with name, status, win probability, and revenue. U... #### get_opportunity Get a single opportunity by OptyNumber. Returns full opportunity details including revenue, contacts, and status. Use... #### create_opportunity Create a new opportunity in Oracle Sales Cloud. Requires name. Optionally specify target account, win probability, st... #### update_opportunity Update an opportunity by OptyNumber. Use list_opportunities to find valid OptyNumbers. #### delete_opportunity Delete an opportunity permanently. This action cannot be undone. Use list_opportunities to verify the opportunity bef... #### list_opportunity_revenue_items List revenue line items for an opportunity. Returns paginated list of revenue records. Use list_opportunities to find... #### list_territory_forecasts List territory forecasts from Oracle Sales Cloud. Returns paginated list of forecast data by territory. Use limit/off... #### get_territory_forecast Get a single territory forecast by ForecastParticipantId. Returns forecast details including amounts and territory in...