Upflow and Cursor are now available as built-in Agent Connectors. From Codatum Agent, you can look up opportunities and sales conversations in Upflow, or ask a Cursor Cloud Agent to implement changes.

Each user connects with their own account. Upflow previously required contacting us; it can now be added to a workspace and used right away.

Key features

• Upflow: Connects through Upflow's official remote MCP. Search opportunities and check their current state, review sales conversation analytics, topics, and transcriptions, and search customer voices linked to opportunities

• Cursor: Use a personal Cursor API key to start Cloud Agents that implement changes in a GitHub repository and open pull requests. Check progress and send follow-up instructions from your conversation with Codatum Agent

• Personal authentication: Upflow uses each user's own Upflow account, and Cursor uses each user's own API key. What can be read or changed follows the permissions of that account

Example use cases

• Combine Upflow sales conversation records with product usage and revenue data in your warehouse to analyze deal status

• Search customer voices and compare them with product usage to prioritize improvements

• Turn an issue found during analysis into a fix by asking a Cursor Cloud Agent to open a pull request

Related documentation

• Agent Connectors

Availability

Adding a connector requires permission to change workspace settings. After it is added, each user authenticates with their own account. Actions that Codatum Agent takes through a connector are confirmed according to your approval mode.

Cursor's Cloud Agents API is offered by Cursor as a public beta. Codatum is not notified when a Cloud Agent finishes, so ask Codatum Agent to check its status.