Directory/OneSolve
OneSolve

OneSolve

Accepting new clients
Platinum
United States, California, Cupertino
  • Platinum
21 certifications
  • 10
    Automation Pro III
  • 5
    Integration Developer Certification
  • 3
    Partner Onboarding Certification
  • 3
    Delivery Certification
Region
  • Canada
  • United States
  • Southern Europe
  • Northern Europe
  • Nordics
Technology Solutions
  • IDP
  • AI/ML
Industry Specialty
  • Software & Technology
  • Professional & Business Services
  • Construction & Real Estate
Business Function Specialty
  • HR
  • Finance
  • Sales
  • IT
  • RevOps
Application Speciality
  • Salesforce
  • HubSpot
  • NetSuite
  • Zendesk
  • Sage Intacct
Customer Size
  • SMB
  • Commercial
  • Enterprise
Service Type
  • Order to Cash
  • Procure to Pay
  • Lead to Customer
  • Employee Onboarding
  • IT Operations Automation

MCP servers, AI agents, and enterprise automation on Workato

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.

"OneSolve has been a critical partner in modernizing our business systems. Beyond the technical execution, where they reduced our integration complexity by 58%, the OneSolve team acts as a true strategic advisor. They helped us cut through the noise to identify high-ROI automation opportunities in Finance and GTM that align directly with our efficiency goals. If you need a partner who can handle complex architecture and help shape your long-term roadmap, I highly recommend OneSolve."

Rhonda Baldwin
VP Enterprise Tech & AI Enablement at SingleStore

Media

Clients

Workiva
Air Table
Rapid7
Fastly
Benchling
Pendo
Reviews
5
11 reviews
Amazing partner for MCP and GTM agents
May 27, 2026
The folks at onesolve are amazing to partner with. For our internal AI hackathon, they quickly helped us connect salesloft, Gong, and Salesforce with Claude via MCP servers on Workato. The result was a real GTM AI playbook, not just a demo that has shaped how we think about AI internally. They were great at resolving hiccups along the way, such as OAuth issues and troubleshooting.
A First Win That Grew Into an AI Partnership
May 19, 2026
When we started with OneSolve, the goal was to fix a repetitive manual process in our finance team. What we didn't expect was how quickly that first win would build confidence. From PO audit automation to our IT Genie, OneSolve has been a genuine partner; not just an implementation shop. The team brings real operator instincts, and it shows.
Exceptional O2C stabilization & perfect partner for AI innovation
Jan 15, 2026
OneSolve has been instrumental in stabilizing Fastly's Order to Cash process. The synergy was instant; they jumped into the deep end and worked seamlessly with our internal teams. Huge shoutout to Ian Dagalea, Pargat Singh, and Vallabh Kulkarni for their exceptional engineering work. Prafulla's strategic leadership helped us navigate complex challenges. We’re thrilled to extend our contract and partner with them on Workato’s AI offerings. A truly top-tier partner.
Strategic Partner for Integration Modernization
Jan 09, 2026
OneSolve has been a critical partner in modernizing our business systems. Beyond the technical execution, where they reduced our integration complexity by 58%, the OneSolve team acts as a true strategic advisor. They helped us cut through the noise to identify high-ROI automation opportunities in Finance and GTM that align directly with our efficiency goals. If you need a partner who can handle complex architecture and help shape your long-term roadmap, I highly recommend OneSolve.
Seamless Workday ServiceNow Integration
Jan 08, 2026
OneSolve built a integration connecting our Workday and ServiceNow environments for employee onboarding. The team delivered a clean solution quickly, with new hire events in Workday now triggering ServiceNow tasks automatically and status updates syncing in real time. They understood our requirements, worked within our constraints, and gave us a solid foundation to build on. Strong Workato expertise and they made the implementation straightforward.

Ready to connect with OneSolve?