Find the relevant evidence
Move from account counts to case details, then examine the related correspondence and follow-up tasks.
Salesforce AI Connectivity
Give your agents more than a record lookup.
Connect your MCP client to Vivly. Investigate accounts, cases, and conversations, compare the evidence, and prepare the next action under the signed-in Salesforce identity.
Your AI clientMCP tools
vivlyIdentity and tool scopeSalesforceSource permissions
vivlyIdentity and tool scopeSalesforceSource permissionsAuthenticated Streamable HTTP or local stdio. The agent server revalidates the saved Salesforce identity on each tool call.
Reason across records
Compare cases, distinguish confirmed blockers from missing evidence, and explain the next action with source references.
Keep action separate
Access to information is not permission to change it. Define supported actions and the human review required before execution.
From a question to a supported answer.
Follow one conversation from account counts to the evidence behind each case.
vivlySalesforce investigationInteractive example / Fictional recordsList all accounts and the number of cases each has.
Trace Completed
- Resolve Account and Case relationships
- Count cases by account
- Include accounts with zero cases
5 accounts, 16 associated cases.
All accounts in this example are included, even those without cases.
| Account | Case count |
|---|---|
| Anchor Robotics | 0 |
| Atlas Holdings | 2 |
| Aurora Textiles | 2 |
| Edge Communications | 8 |
| Northstar Print Works | 4 |
From question to reviewed action
Connect once. Investigate with context.
Structured query tools and the durable investigation agent are separate interfaces. Choose the one your client and workflow need.
- 01
Connect
Sign in through the dashboard with Salesforce OAuth. Bind the MCP server to that saved user and organization.
- 02
Investigate
Resolve the account or case, follow related records, and gather emails, comments, and tasks that support the answer.
- 03
Review
Inspect the evidence and proposed next action. Keep uncertainty visible and obtain approval for the supported execution workflow.
- 04
Verify
Check the investigation state and action outcome. Keep the result connected to the records used to reach it.
Know what you are connecting.
The query server provides structured reads. The agent server runs investigations and exposes separately controlled execution workflows. Email sending remains an opt-in development capability with native human confirmation.