Connectto Salesforce, Outlook Mail, HubSpot MCP Servers
Create powerful AI workflows by connecting multiple MCP servers including Salesforce, Outlook Mail, HubSpot for enhanced automation capabilities in Klavis AI.
Salesforce
Salesforce is the world's leading customer relationship management (CRM) platform that helps businesses connect with customers, partners, and potential customers
Available Tools:
- salesforce_query
- salesforce_tooling_query
- salesforce_describe_object
- +2 more tools
Outlook Mail
Outlook Mail is a web-based suite of webmail, contacts, tasks, and calendaring services from Microsoft
HubSpot
HubSpot is a developer and marketer of software products for inbound marketing, sales, and customer service
Quick Setup Guide
Follow these steps to connect LlamaIndex to these MCP servers
Create Your Account
Sign up for KlavisAI to access our MCP server management platform.
Configure Connections
Add your desired MCP servers to LlamaIndex and configure authentication settings.
Test & Deploy
Verify your connections work correctly and start using your enhanced AI capabilities.
LlamaIndex + KlavisAI Integration Snippets
import os
from klavis import Klavis
from klavis.types import McpServerName, ConnectionType
from llama_index.tools.mcp import (
BasicMCPClient,
get_tools_from_mcp_url,
aget_tools_from_mcp_url,
)
from llama_index.core.agent.workflow import FunctionAgent, AgentWorkflow
# Initialize clients
klavis_client = Klavis(api_key=os.getenv("KLAVIS_API_KEY"))
salesforce_mcp_instance = klavis_client.mcp_server.create_server_instance(
server_name=McpServerName.SALESFORCE,
user_id="1234",
platform_name="Klavis",
connection_type=ConnectionType.STREAMABLE_HTTP,
)
outlook_mail_mcp_instance = klavis_client.mcp_server.create_server_instance(
server_name=McpServerName.OUTLOOK_MAIL,
user_id="1234",
platform_name="Klavis",
connection_type=ConnectionType.STREAMABLE_HTTP,
)
hubspot_mcp_instance = klavis_client.mcp_server.create_server_instance(
server_name=McpServerName.HUBSPOT,
user_id="1234",
platform_name="Klavis",
connection_type=ConnectionType.STREAMABLE_HTTP,
)
salesforce_tools = await aget_tools_from_mcp_url(
salesforce_mcp_instance.server_url,
client=BasicMCPClient(salesforce_mcp_instance.server_url)
)
outlook_mail_tools = await aget_tools_from_mcp_url(
outlook_mail_mcp_instance.server_url,
client=BasicMCPClient(outlook_mail_mcp_instance.server_url)
)
hubspot_tools = await aget_tools_from_mcp_url(
hubspot_mcp_instance.server_url,
client=BasicMCPClient(hubspot_mcp_instance.server_url)
)
salesforce_agent = FunctionAgent(
name="salesforce_agent",
tools=salesforce_tools,
llm=llm,
)
outlook_mail_agent = FunctionAgent(
name="outlook_mail_agent",
tools=outlook_mail_tools,
llm=llm,
)
hubspot_agent = FunctionAgent(
name="hubspot_agent",
tools=hubspot_tools,
llm=llm,
)
workflow = AgentWorkflow(
agents=[salesforce_agent, outlook_mail_agent, hubspot_agent],
root_agent="salesforce_agent",
)Frequently Asked Questions
Everything you need to know about connecting to these MCP servers
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