AI agent integration with SuiteCRM

Questions
1

Hello,

I’m trying to create a workflow in n8n that allows users to search for an account in SuiteCRM by name using an AI Agent.

Here’s the desired workflow:

  1. User Input: The user interacts with an AI Agent, providing the name of an account they want to find in SuiteCRM.
  2. Data Extraction: The AI Agent extracts the account name from the user’s input.
  3. SuiteCRM Search: The extracted account name is passed to a “Search Account” function (ideally using the Search_Account_By_ID function if applicable, although searching by name is the immediate goal).
  4. Result Retrieval: The “Search Account” function queries SuiteCRM and returns the corresponding account details.

I’m struggling to connect the AI Agent’s output to the search function and effectively query SuiteCRM for the account name.

What are the best practices?

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2

Hey man! Did you try connecting the CRM node directly into the flow? 'Cause in your screenshot it looks like it’s just chillin’ on the side. If it’s not actually wired in, the Agent might see the Tool, but it’ll never trigger it.

Now, if it is connected and still not working, then it’s probably the prompt not guiding the model properly. The Agent needs to know that when a user asks for an account, it should call the Tool and pass the name correctly.

Something like this in the prompt already helps:

"If someone asks about an account, use the ‘Search Account in CRM’ tool and pass
the name they mentioned."

Also make sure the field the model sends matches what the CRM expects. Like, if it sends name but the CRM wants account_name, it’s not gonna work.

If you want help fine-tuning this flow, just hit me up.
Dandy

3

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