Connect Agentforce to live Sugar CRM data, securely.
CData Connect AI lets you plug any business application into any AI tool — like Sugar CRM into Agentforce — for live, trusted answers and actions with zero data copies.
Give Sugar CRM rich semantic context and real-time data from Agentforce so it can answer precisely and take safe, effective actions across your business.
Sugar CRM:
Sugar CRM is a customer relationship management software that helps businesses streamline their sales, marketing, and customer service processes. With features such as lead management, email marketing, and reporting tools, Sugar CRM allows companies to track and manage customer interactions effectively. It is user-friendly and customizable to fit specific business needs.
Agentforce:
Agentforce is Salesforce’s agent framework for building and orchestrating autonomous AI agents that work across the Salesforce Customer 360 platform. Agentforce agents can reason, plan, and act using your apps, data, and workflows. With Connect AI, you can give these agents live, governed business data from external systems—without staging it in Salesforce Data Cloud or writing custom Apex/Flow connectors.
Popular Agentforce & Sugar CRM integration use cases
- Autonomous customer service agents — Let Agentforce agents resolve cases using real-time context from Sugar CRM, reducing escalations and handle time.
- Cross-cloud execution — Build agents that orchestrate actions across Sales, Service, and Marketing Clouds using live Sugar CRM data without staging it in Data Cloud.
- Governed writebacks into Salesforce and beyond — Expose only approved read/write operations on Sugar CRM to Agentforce agents, with full RBAC, masking, and request logging.
- Complex, multi-step planning — Equip agents to reason over Sugar CRM data and build multi-step plans, execute tasks, and validate results automatically.
Learn more about CData Connect AI
Sugar CRM to Agentforce Features
Real-time data accessed in-place
Access data where it lives right now. Ensure data is always live, always retains its metadata and semantics, and always protected by source system permissions.
Semantic intelligence & preserved context
Expose your data's metadata, relationships, and context so AI has real understanding of your business without recreating it on top of a warehouse.
One connection to both explore and take action
Point-and-click connection setup that works for both queries and actions so you can set up integrations in minutes.
Enterprise security and governance
Pass through and edit role-based access control (RBAC) inherited from the source to users in AI and AI agents.
How It Works: Model Context Protocol (MCP)
Connect AI is first managed Model Context Protocol (MCP) platform for AI integration. Model Context Protocol (MCP) is an open standard for connecting AI assistants, agents, and automations to external tools and data.
With Connect AI's managed MCP platform, you can present your enterprise systems as standardized MCP tools and resources and call them directly from AI.
Instead of building and maintaining dozens of one-off MCP Servers, your AI simply calls one universal MCP URL from Connect AI, and gets governed access to live data from across your enterprise stack.
Getting Started is Easy:
- Configure data sources (Salesforce, NetSuite, Workday, SQL, Jira, etc.) in Connect AI.
- Create a 'Remote MCP' URL.
- Connect Agentforce to your business data.
Get Started for FREE
Access live Sugar CRM data in other popular AI tools
No complicated data movement, ETL, or data integration required. Securely connect live Sugar CRM data with any AI tool that supports MCP. Select your preferred tool below to learn more.
