> ## Documentation Index
> Fetch the complete documentation index at: https://docs.refold.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# MCP Overview

> Empower AI agents with instant access to enterprise integration actions across 200+ platforms

Refold MCP empowers **AI agents** with instant access to enterprise integration actions across **Salesforce**, **NetSuite**, **SAP**, and **200+ platforms**.

Execute **one-off integration actions** in real-time without building and deploying specific workflows.

<Info>
  MCP gives AI agents the ability to call integration logic as part of prompts or conversations. The API exposes **JSON Schema specifications** for comprehensive capabilities across your enterprise technology stack.
</Info>

## Core Capabilities

<AccordionGroup>
  <Accordion title="Direct Integration Actions">
    Execute individual integration actions instantly without pre-built workflows.

    **What AI agents can do:**

    * **Create records** in CRM, ERP, or business systems
    * **Query data** from multiple platforms simultaneously
    * **Update information** based on conversation context
    * **Trigger processes** across connected applications

    <img className="block dark:hidden" src="https://mintlify.s3.us-west-1.amazonaws.com/cobalt-55/images/mcp-direct-actions-light.png" alt="Direct integration actions flow" />

    <img className="hidden dark:block" src="https://mintlify.s3.us-west-1.amazonaws.com/cobalt-55/images/mcp-direct-actions-dark.png" alt="Direct integration actions flow" />
  </Accordion>

  <Accordion title="Workflow Automation via MCP">
    Enable AI agents to call complete workflow automations through the MCP protocol.

    **Key benefits:**

    * **End-to-end automation** in single calls
    * **Multi-system orchestration** across enterprise systems
    * **Contextual execution** based on conversation context
    * **Real-time processing** without deployment delays

    <img className="block dark:hidden" src="https://mintlify.s3.us-west-1.amazonaws.com/cobalt-55/images/mcp-workflow-automation-light.png" alt="Workflow automation via MCP" />

    <img className="hidden dark:block" src="https://mintlify.s3.us-west-1.amazonaws.com/cobalt-55/images/mcp-workflow-automation-dark.png" alt="Workflow automation via MCP" />
  </Accordion>
</AccordionGroup>

## Use Cases

<Tip>
  Real-world examples of how Refold MCP transforms AI agent capabilities across business functions.
</Tip>

<AccordionGroup>
  <Accordion title="Salesforce CRM Operations">
    **Intelligent Lead Management**

    * Create **leads and opportunities** based on AI conversation insights
    * Automatically capture **prospect information** and qualify leads
    * Initiate **follow-up processes** from customer interactions

    **Example:** During customer support, AI agent identifies upsell opportunity and creates qualified lead in Salesforce with conversation context.
  </Accordion>

  <Accordion title="NetSuite Financial Management">
    **Real-Time Financial Operations**

    * Query **real-time financial data** and budget information
    * Generate **purchase orders** from demand forecasting analysis
    * Access financial insights and execute **procurement processes** instantly

    **Example:** AI agent analyzes inventory trends, forecasts demand, and generates purchase orders while providing budget impact analysis.
  </Accordion>

  <Accordion title="SAP Enterprise Resource Planning">
    **Automated Resource Management**

    * Check **inventory levels** across multiple warehouses
    * Update **material master data** automatically
    * Manage complex **supply chain operations** with precision

    **Example:** During production planning, AI agent checks inventory across global warehouses, identifies shortages, and updates material requirements in SAP.
  </Accordion>
</AccordionGroup>

<Warning>
  **Security Note:** Refold MCP requires proper **authentication** and **authorization** setup to ensure secure access to enterprise systems. Review security guidelines before implementation.
</Warning>