Getting Started

ContextWorks documentation — Getting Started.

Install and set upInstall the ContextWorks package, assign the ContextWorks Admin permission set, open Studio, and run a first preview.Your first entityCurate the seeded Account 360 entity: instructions, fields, metrics, and related lists, then Save and Activate a version.Preview and verifyUse Preview to see the exact payload an agent receives, what to check at each level, and how to verify enrichments and access.Connect an agentConnect an agent through Agentforce, MCP, or Apex using the three invocable actions, then verify loads end to end.