Bring your CRM, ERP, finance, and everyday tools into a defined Proto workflow. Use the application’s interface, an approved API or CLI, or a configured MCP server.
Plan your integrationExplore 30 enterprise integration targets. Each external connection needs configuration and validation for your software edition, permissions, and workflow.
Sales Cloud & CRM
Example workflow
Review account context, prepare opportunity updates, and follow up on outstanding customer actions.
Use an approved Salesforce REST API or configured MCP server. Check your organisation’s API access, scopes, and record permissions. Browser workflows can be evaluated against your signed-in application.
S/4HANA
Example workflow
Compare purchase orders, investigate order exceptions, and prepare operational summaries.
Scope the connection to your SAP product and deployment. Published OData or SOAP services need communication configuration and permissions. Web and native SAP clients require separate workflow validation.
Fusion Cloud Applications
Example workflow
Review finance and procurement records, explain exceptions, and prepare reconciliation work.
Connect approved Fusion REST resources through configured tools or scripts. Select the relevant application, security roles, and permitted actions for your tenant.
Intacct
Example workflow
Check invoices, compare ledger entries, and prepare finance exception reports.
Assess Sage Intacct’s REST API and your Web Services subscription. Other Sage products, including X3 and desktop editions, need their own connection assessment.
Finance & Operations
Example workflow
Investigate order and finance exceptions, compare entity records, and prepare reports.
Use published Finance and Operations OData or JSON services with approved OAuth access. Sales, Business Central, and other Dynamics applications have different interfaces to validate.
ERP & finance
Example workflow
Prepare reconciliation work, review sales orders, and follow up on purchasing discrepancies.
Use SuiteTalk REST record and query services with your NetSuite account configuration and roles. Define the records and actions exposed to Proto.
CloudSuite
Example workflow
Review operational records and prepare summaries across your industry-specific workflows.
Assess the APIs available for your CloudSuite through Infor OS API Gateway. API coverage and authorisation depend on the suite and tenant.
Kinetic
Example workflow
Investigate manufacturing order exceptions and prepare purchasing or inventory reviews.
Expose approved Kinetic REST services, business objects, or functions through configured tools. Validate the version, service account, and permitted operations.
Procurement & spend
Example workflow
Compare purchase requests, review supplier records, and prepare spend exception summaries.
Assess Coupa Core API resources and OAuth permissions for your tenant. Confirm current API guidance and the actions needed for the pilot.
Online
Example workflow
Review invoices and bills, compare transaction exports, and prepare reconciliation notes.
Use the QuickBooks Online accounting API with an authorised OAuth application. QuickBooks Desktop is a separate integration scope.
Accounting
Example workflow
Prepare invoice follow-ups, compare accounting records, and investigate reconciliation exceptions.
Connect approved Xero Accounting API operations through OAuth and a configured tool. Select the organisation and required accounting scopes.
Business applications
Example workflow
Review sales, purchasing, inventory, and accounting records within a defined workflow.
Choose the interface for your Odoo version and hosting plan. Odoo 19 offers the JSON-2 external API; external API access is plan-dependent.
CRM & customer operations
Example workflow
Prepare account briefs, review pipeline changes, and draft customer follow-ups.
Use scoped HubSpot CRM object APIs or an approved configured MCP server. Validate object access, app permissions, and the actions your team needs.
IT & service management
Example workflow
Summarise incidents, collect relevant context, and prepare service-request updates.
Use authorised ServiceNow REST resources and table access. Match the service account’s roles and instance policies to a bounded workflow.
Customer support
Example workflow
Summarise support history, organise ticket context, and draft responses for review.
Use the Ticketing API or a configured MCP server with approved access to tickets, users, and organisations. Validate update and reply permissions separately.
Sales & customer records
Example workflow
Review account details, prepare lead follow-ups, and compare pipeline records.
Connect authorised Zoho CRM APIs through a configured tool. Select the correct data centre, API scopes, modules, and user permissions.
HR & finance
Example workflow
Prepare operational reports, check record completeness, and organise approved HR or finance tasks.
Assess Workday REST or SOAP services and integration tooling for your tenant. Limit access to the required domains and business processes.
HR operations
Example workflow
Check onboarding records, prepare workforce reports, and organise HR service requests.
Use authorised SuccessFactors OData APIs for the selected modules. Validate role-based permissions and the records included in the workflow.
HR & payroll
Example workflow
Prepare payroll exception reviews and check approved employee-data transfers.
Assess the APIs available for your ADP product and customer or partner arrangement. Payroll actions and sensitive records need a defined permission scope.
Outlook, Teams, SharePoint & OneDrive
Example workflow
Prepare meeting briefs, find supporting documents, and draft messages or reports.
Use approved Microsoft Graph scopes through a configured tool or MCP server. Tenant consent and application permissions determine the accessible services and actions.
Gmail, Drive, Calendar, Docs & Sheets
Example workflow
Bring messages, documents, spreadsheets, and meeting context into a working brief.
Configure the relevant Workspace APIs and OAuth scopes, or an approved MCP server. Check administrator policies and each application’s available actions.
Team communication
Example workflow
Summarise project discussions, gather task context, and prepare updates for your team.
Use an authorised Slack application or configured MCP server. Channel membership and app scopes govern message access and posting.
Knowledge & documentation
Example workflow
Find project guidance, compare documentation, and prepare page updates for review.
Use the Confluence Cloud REST API or an approved configured tool. Data Center deployments require their own API and authentication validation.
Content & files
Example workflow
Review project files, compare document versions, and assemble supporting material.
Use Box Platform APIs with approved application access. Confirm folder permissions, content access, and the actions permitted by your organisation.
Code & pull requests
Example workflow
Understand a repository, implement a change, run tests, and prepare a review.
Use an approved Git checkout, authenticated CLI or REST API, or configured MCP server. Validate private repositories and Enterprise host access.
Repositories & delivery
Example workflow
Investigate issues, change code, and prepare merge requests with supporting test results.
Use installed Git and authorised API or CLI tools. GitLab.com, Self-Managed, and Dedicated deployments require host-specific access and validation.
Repos, Boards & Pipelines
Example workflow
Connect work-item context to code changes, builds, and review preparation.
Use approved REST endpoints or installed tools for Azure DevOps Services or Server. Scope access to the relevant project, repository, and pipeline.
Projects & work tracking
Example workflow
Turn issue context into an implementation brief and prepare progress updates.
Use Jira Cloud REST APIs or an approved configured MCP server. Check project permissions and workflow transitions; validate Data Center separately.
Data & analytics
Example workflow
Investigate a business metric and prepare reports from approved queries and datasets.
Use the SQL API or an approved database tool with scoped roles and compute access. Define which datasets and query operations the agent may use.
Data & AI platform
Example workflow
Review job results, investigate data issues, and prepare notebook or pipeline changes.
Use workspace REST APIs, SDKs, or CLI tools with approved credentials. Validate workspace, compute, and data permissions for each workflow.
Try a product name or a different workflow, or clear the filters to see the full directory.
The examples describe workflows to scope during setup. Available actions depend on the application, credentials, and connection. Browser workflows are evaluated in the target interface; API and MCP routes require an approved tool or adapter. Read the connection guide.
Start with one task and the smallest set of permissions it needs. Confirm the result in the system where the work happens.
Evaluate a workflow in a signed-in web application. Confirm the account, available controls, and saved result. Authentication and interface behaviour vary by product.
Configure vendor APIs, installed command-line tools, or an MCP server for a defined set of actions. Keep credentials and permissions scoped to the task.
Validate private endpoints, repositories, and self-hosted applications in your environment. Public SaaS requires network access; air-gapped deployments can only reach internally available services.
Bring the product name, deployment type, and task you want Proto to handle. We’ll scope the available interface and the integration work.
