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
12 reviews

Critical Partner in Delivering Agentic AI Initiatives

Partnering with OneSolve to augment our Integration Engineering Team was a game-changer. We needed to scale delivery of business process automations, and they exceeded expectations. Their team quickly ramped up, mastered our internal systems, and made an immediate impact—helping us meet a critical deadline for an executive initiative around Agentic AI. A truly valuable partner!

Excellent Workato Expertise

We had a great experience working with the OneSolve Workato team on our Salesforce and NetSuite integration. They really knew their stuff, worked efficiently, and made the whole process much smoother for us. Their pricing was fair, and their expertise made a big difference in how we operate. We’re really happy with the results and wouldn’t hesitate to recommend them!

Ready to connect with OneSolve?