🔗 Connecting to SAP
This guide walks you through connecting your SAP system to the Docflo AI Agent so it can discover and interact with your available services.
Prerequisites
The following services must be available and reachable in your SAP instance before you begin.
- V2 Catalog —
/sap/opu/odata/IWFND/CATALOGSERVICE;v=2/ServiceCollection - V4 Catalog —
/sap/opu/odata4/iwfnd/config/default/iwfnd/catalog/0002/ServiceGroups?$expand=DefaultSystem($expand=Services) - SOAP Catalog —
/sap/bc/srt/wsil
⚠️ Recommendation: Test that each of the above services responds successfully before triggering the "Learning" process. This prevents incomplete service discovery.
How to Establish a Connection
Navigate to Settings → Connections and create a new connection. The setup is done in three steps.
Step 1: Provide a Technical User
You will need a basic SAP user with strong authorizations to scan the system. This user is used during the "Learning" phase to enumerate available services.
Step 2: Select Authentication Method
Choose how the agent will authenticate when executing actions:
| Method | Description |
|---|---|
| Generic | The agent acts on behalf of the technical user configured in Step 1. |
| Basic | End users authenticate with their own SAP username and password at runtime. |
| OAuth | Uses OAuth tokens. This option requires additional connection details — see the OAuth setup guide. |
Step 3: Enable Additional OData Services (Optional)
If you have OData services that are not exposed through the standard catalog, you can manually enable them in Step 3. This is useful for custom or restricted services that would otherwise be missed during the Learning scan.
🎉 You're all set! Once the connection is saved, you can kick off the Learning process to discover all available services on your SAP system.