OneSolve is a Workato Platinum Partner that develops MCP servers, AI agents, and enterprise automation for sales, finance, and IT teams.
We connect AI assistants to business systems and build the workflows around them, from sales meeting preparation and CRM updates to purchase-order validation and internal service requests.
What we do
- Enterprise MCP: Workato MCP implementation, custom tools and connectors, workflows across multiple systems, and authentication and permission design.
- AI agents and Genies: meeting briefs, suggested Salesforce updates for user approval, follow-up email drafts, knowledge retrieval, and internal support workflows.
- Finance and revenue automation: AI document extraction, purchase-order checks against Salesforce CPQ, exception handling, billing integrations, and order-to-cash stabilization.
- Integration modernization and support: Workato assessments, recipe rebuilds, shared error handling, documentation, and ongoing managed services.
Our MCP work connects Claude with Salesforce, Gong, and Salesloft, bringing CRM records, call insights, and sales engagement data into a single workflow. We also build sales agents with approval before CRM changes and PO audit workflows that combine AI extraction with business rules.
Our team brings enterprise technology and business systems experience from LinkedIn, Atlassian, Box, Mapbox, and Flexport. We work alongside client teams from architecture and implementation through testing and ongoing support.
Based in Cupertino, California, OneSolve received Workato's North America Innovation Partner of the Year and Commercial Execution Excellence awards in 2026.
Contact us to discuss your MCP, AI agent, or automation priorities.