SolutionsHeadless

Headless by design

Insight without the interface.
Built for research managementReady for AI

Salesforce’s new Headless capability changes a long-standing assumption: that insights live inside the system. With Headless 360, every part of Salesforce and turnKey: data, workflows, and business logic, is now accessible as an API or MCP tool, ready to be called from anywhere.

For turnKey, this is a natural extension of how we’ve always thought about research management: structured data, governed processes, and decision-ready outputs. The difference now is how that insight is delivered.

Instead of navigating dashboards or reports, executives can ask a question in Slack or Claude and get an answer instantly. Behind the scenes, MCP (Model Context Protocol) allows those tools to securely query turnKey, interpret the data, and return meaningful results without ever opening Salesforce.

Because turnKey’s data model is purpose-built for research management, AI doesn’t just retrieve data, it understands it. Programme status, funding pipelines, milestones, compliance: surfaced clearly, consistently, and in context.

And because Headless separates the platform from the interface, these interactions can happen wherever your team already works - Slack channels, executive briefings, or AI copilots.

The result is simple: faster access to insight, fewer barriers to action, and less time spent searching for information.

Not another dashboard.
Just answers—when and where you need them.

Response from Claude

This isn’t just convenience. It’s a shift in how decisions happen.

1
Ask in natural language

“What’s our current project risk exposure?” — straight from Slack or Claude, no Salesforce login.

2
Get context-rich answers

Grounded in live, governed turnKeyRM data. Because the data model is purpose-built for research, AI understands it — not just retrieves it.

3
Take action immediately

Trigger workflows or approvals without changing tools, wherever your team already works.

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