By AI Surface · CrewAI

CrewAI + Connect AI

Orchestrate multi-agent crews that coordinate across business data sources via shared Connect AI tools. One agent per data dimension, all grounded in live data.

CrewAI getting started 

from crewai import Agent, Task, Crew, Process
from crewai.tools import tool

@tool("query_data")
def query_data(query: str) -> str:
    """Execute SQL against Connect AI."""
    return mcp_client.query_data(query)

researcher = Agent(
    role="Account Researcher",
    goal="Gather enterprise account data",
    tools=[query_data]
)
crew = Crew(
    agents=[researcher, analyst, writer],
    tasks=[research, analysis, brief],
    process=Process.sequential
)
result = crew.kickoff(inputs={"account": "Acme"})

Developer guide

Full step-by-step guide to building a multi-agent research crew with Connect AI MCP.

Multi-Agent Account Research with CrewAI Orchestrate specialized AI agents for automated enterprise data research. Includes crew setup, task definition, and Connect AI tool integration.

Sources for CrewAI

Common CrewAI + source patterns. Tap any combination to see the tutorial.

Salesforce Account research, opportunity analysis, and executive brief generation from CRM data.
Workday Multi-agent HR research across org structure, headcount, and workforce metrics.
HubSpot Multi-agent account intelligence across deals, contacts, and tickets.
NetSuite Coordinated ERP analysis across transactions, vendors, and financials.
Snowflake Multi-agent warehouse exploration for KPI tracking and analytical research.
Postgres Coordinated operational database analysis across schemas and tables.

Sample agent

A polished CrewAI reference. Looking for a quick start in a different framework? See the npx scaffold (LangChain, Google ADK, or Vercel AI SDK).

CDataSoftware/connectai-crewai-account-research

Three-agent crew (Researcher, Analyst, Writer) that generates Markdown account briefs from live enterprise data.

View on GitHub

Evaluating Connect AI for your team? Learn more about Connect AI.

Connect AI documentation

Full API reference, authentication guides, and configuration details.

View docs