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Resolve library IDs from opportunity details

Get a reliable Context7 library match when a deal brings a new framework or package into view.

Trigger

New or Updated Opportunity

Triggers when a Salesforce Opportunity is created or updated.

Action

Resolve-library-id

Resolves a package/product name to a Context7-compatible library ID and returns matching libraries. You MUST call this function before 'query-docs' to obtain a valid Context7-compatible library ID UNLESS the user explicitly provides a library ID in the format '/org/project' or '/org/project/version' in their query. Selection Process: 1. Analyze the query to understand what library/package the user is looking for 2. Return the most relevant match based on: - Name similarity to the query (exact matches prioritized) - Description relevance to the query's intent - Documentation coverage (prioritize libraries with higher Code Snippet counts) - Source reputation (consider libraries with High or Medium reputation more authoritative) - Benchmark Score: Quality indicator (100 is the highest score) Response Format: - Return the selected library ID in a clearly marked section - Provide a brief explanation for why this library was chosen - If multiple good matches exist, acknowledge this but proceed with the most relevant one - If no good matches exist, clearly state this and suggest query refinements For ambiguous queries, request clarification before proceeding with a best-guess match. IMPORTANT: Do not call this tool more than 3 times per question. If you cannot find what you need after 3 calls, use the best result you have.

Why this helps

A package name in an opportunity is not always enough to query the right documentation confidently.

  • Resolve the exact library identifier needed for a later docs query.
  • See matching library options when a name is ambiguous.
  • Reduce manual lookup during technical deal research.

Setup

Build it in a few focused steps.

  • 1Connect Salesforce and Context7 MCP once in the Notis portal.
  • 2Create an automation in Automations, New Automation, with a name, prompt, report channel, and trigger.
  • 3In one instruction, ask Notis to resolve the library name present in the opportunity details and report the compatible ID and match options; if no name is present, report that information is missing.
  • 4Pick New or Updated Opportunity as the trigger.
  • 5Choose where run reports go, then test with one real opportunity.

Questions about this workflow

Does this retrieve documentation too?

This workflow uses Resolve-library-id to find a Context7-compatible library ID. Query-docs is a separate action that requires that ID.

What if several libraries match?

Ask Notis to report the available matches and request a clearer package or product name instead of choosing without evidence.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Salesforce to Context7 MCP. A trigger fires from one place; an action lands in another.

Salesforce triggers

Context7 MCP actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Query-docs

Retrieves and queries up-to-date documentation and code examples from Context7 for any programming library or framework. You must call 'resolve-library-id' first to obtain the exact Context7-compatible library ID required to use this tool, UNLESS the user explicitly provides a library ID in the format '/org/project' or '/org/project/version' in their query. IMPORTANT: Do not call this tool more than 3 times per question. If you cannot find what you need after 3 calls, use the best information you have.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Resolve-library-id

Resolves a package/product name to a Context7-compatible library ID and returns matching libraries. You MUST call this function before 'query-docs' to obtain a valid Context7-compatible library ID UNLESS the user explicitly provides a library ID in the format '/org/project' or '/org/project/version' in their query. Selection Process: 1. Analyze the query to understand what library/package the user is looking for 2. Return the most relevant match based on: - Name similarity to the query (exact matches prioritized) - Description relevance to the query's intent - Documentation coverage (prioritize libraries with higher Code Snippet counts) - Source reputation (consider libraries with High or Medium reputation more authoritative) - Benchmark Score: Quality indicator (100 is the highest score) Response Format: - Return the selected library ID in a clearly marked section - Provide a brief explanation for why this library was chosen - If multiple good matches exist, acknowledge this but proceed with the most relevant one - If no good matches exist, clearly state this and suggest query refinements For ambiguous queries, request clarification before proceeding with a best-guess match. IMPORTANT: Do not call this tool more than 3 times per question. If you cannot find what you need after 3 calls, use the best result you have.

ActionInstant

Account Created or Updated

Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.

TriggerPolling

Contact Updated

Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.

TriggerPolling

Record Updated (Generic SObject)

Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.

TriggerPolling

New Contact Trigger

Triggers when a new Contact is Created in Salesforce.

TriggerPolling

New Lead Trigger

Triggers when a new Lead is created in Salesforce.

TriggerPolling

New or Updated Opportunity

Triggers when a Salesforce Opportunity is created or updated.

TriggerPolling

Connect any two apps with Notis in the middle.

Salesforce and Context7 MCP, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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