Salesforce Agentforce

Connect Expert to Salesforce Agentforce so your agents can answer customer questions with video knowledge. Two integration paths are available.

Two integration paths

MCP (preferred)

Register Expert as an MCP tool source in Salesforce’s MCP gateway. Agentforce discovers and calls Expert’s tools natively, no custom integration code needed.

REST API

Use External Services, Named Credentials, and Invocable Actions to call Expert’s REST endpoints from Agentforce flows.

MCP setup (preferred)

Create an API key in Expert

Generate a new API key from your Expert dashboard.

Register the MCP server in Salesforce

In Salesforce Setup, navigate to the MCP gateway configuration and register a new server with URL: https://expert.demobites.com/api/mcp

Configure authentication

Set the Authorization header to "Bearer YOUR_API_KEY" in the MCP server registration.

Once registered, Agentforce automatically discovers Expert’s three tools (search_videos, get_video, list_videos) and can call them as part of any agent flow.

REST API setup

If your Salesforce org does not yet support MCP, use the REST API path:

Create an API key in Expert

Generate a new API key from your Expert dashboard.

Create a Named Credential

In Salesforce Setup, create a Named Credential pointing to https://expert.demobites.com with Bearer token authentication.

Register an External Service

Create an External Service that uses the Named Credential. Define the /v2/search endpoint as a POST action.

Create an Invocable Action

Wrap the External Service call in an Invocable Action so Agentforce can call it from agent flows. Map the user's question to the query parameter.