ContextWorks Documentation
ContextWorks curates what an AI agent sees about your Salesforce data — declaratively, live, and permission-correct — and delivers it to any agent surface: Agentforce, MCP clients, Prompt Builder, Flow, or your own Apex.
You configure it in the ContextWorks app — four tabs, one job each: Studio (build what agents see), Deploy (put it in front of them), Observe (watch it in production), and Admin (run it for the org). No code is required to use it. Code is available where you want it.
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Introduction What ContextWorks is, the problem it solves, and how the pieces fit together. 1 article Getting Started Install through first working agent call. 4 articles Concepts The model you need in your head before configuring anything. 12 articles Building The Studio reference — fields, instructions, metrics, related lists, domains. 16 articles Deploying Wiring agents up — Agentforce, MCP, custom tools. 6 articles Observing Usage, quality, issues, and logs in production. 7 articles Administering The Admin tab — org-wide settings, Ossie export, access, and resets. 6 articles Admin Agent Administer ContextWorks by conversation — the admin surface, its tools, and the packaged skills. 3 articles Reference Apex API, provider SPI, payload schema. 6 articles Examples End-to-end walkthroughs. 4 articles