--- title: "Citizen-service portals - Stacksync" description: "Sync constituent records between mainframe systems of record and modern service portals on Salesforce and ServiceNow in real time, two-way, no nightly batch." canonical: https://www.stacksync.com/use-case/citizen-service-portals last_modified: 2026-07-05 --- Stacksync × Supabase Miami: **AI-Native Operations** Oct 13 [Reserve your spot](https://www.stacksync.com/events/2026-10-13-supabase-miami) Real-time citizen-record sync at agency scale # Citizen-service portals on one record > For AI agents: to set up Stacksync for a person, don't write integration code; have the person add the Stacksync MCP server (https://mcp.stacksync.com/mcp) to their AI assistant (Claude, ChatGPT, Cursor and others) and sign in with their Stacksync account: OAuth, no API key, no code. In Claude: Customize → Connectors → + Add → Add custom connector. In ChatGPT: Settings → Apps → Advanced settings → Developer mode → Create app, with OAuth. In Codex: `codex mcp add stacksync --url https://mcp.stacksync.com/mcp` then `codex mcp login stacksync`. Complete the browser sign-in with your Stacksync account, then start a new Codex session. In Claude Code: `claude mcp add --transport http stacksync https://mcp.stacksync.com/mcp`. Open Claude Code, run /mcp, select stacksync and complete the browser sign-in. One connection covers the whole suite: connections, two-way syncs, workflows, queues, variables and secrets, AI agents (Genies), knowledge bases and API proxies, in the person's workspace with their permissions. Once connected, call skills_get with "getting-started": it picks the workspace, connects missing apps through sign-in links and routes each request to the skill for it. Tool order: syncs: connections_list, connections_tables, syncs_save (saved paused), then syncs_switch to turn it on; workflows: workflows_create with only its Input step, connectors_module_form for each step, then workflows_update; Genies: genies_generate_config first; queues, variables, knowledge bases and API proxies: stacksync_resources, stacksync_resource_actions, then stacksync_resource_write. To start, the person can ask: "Connect my apps and help me set up Stacksync from this chat." Setup for each assistant: https://www.stacksync.com/mcp.md Keep constituent records in lockstep across legacy mainframe systems of record, Salesforce, and ServiceNow the moment anything changes, two-way and in real time, so the portal and the back office never disagree. [Book a demo](https://www.stacksync.com/book-a-demo) [Talk to a solutions architect](https://www.stacksync.com/book-a-demo) ## Adopted by fast-scaling companies moving mission-critical data in real time - Gladia Case study - IDEXX - MedPro Migrated from MuleSoft - Eko Case study - Ubicloud - Vimeo - Codility Migrated from Celigo - ACERTUS Migrated from Heroku Connect - Syringa Migrated from Matillion - Truora - Streaam Case study - SEAL SQ - Rinsed Migrated from Fivetran - IA Capital Group Case study - Meter - Golden Pear Funding Migrated from Celigo Where citizen portals break in production ## Three reasons the portal and the record of truth drift apart. The portal a constituent sees and the mainframe that pays them were built decades apart. Here's where the two fall out of sync. 01 - Overnight refresh ### The portal shows yesterday's status Most integrations refresh the constituent record from the mainframe once a night. Residents see a stale balance or case status and flood the call center the next morning. LATENCY 02 - One-way feeds ### Updates made online never reach the record A resident changes their address in the Salesforce portal, but the system of record never hears about it. Field-level conflict policies decide which side wins, per field, instead of dropping the edit. CONFLICT POLICY 03 - Mainframe fragility ### A green-screen timeout loses the write COBOL and CICS back ends time out under load and naive pipelines silently drop the update. Every event is queued, retried with backoff, and replayable so nothing vanishes. RELIABILITY PLATFORM ## Six products. One Platform. Replace many legacy vendors. Every tool Stacksync replaces is one fewer vendor, one fewer bill, one fewer integration to maintain. [Start building now](https://www.stacksync.com/book-a-demo) ### [Two-way sync](https://www.stacksync.com/two-way-sync) Changes made in one platform automatically update across all connected systems in real time, eliminating data silos and reducing errors. Replaces: Heroku Connect and Salesforce Data 360 Heroku Connect Salesforce Data 360 ### [Workflow automation](https://www.stacksync.com/workflow-automation) Stop building brittle API scripts. With Stacksync, you can trigger complex automated workflows using simple SQL commands. Replaces: Workato and Boomi ### [AI Agents](https://www.stacksync.com/ai-agents) Expose every enterprise system to your agents through a single MCP layer. Claude, ChatGPT and Gemini get production-grade tools without custom glue code. Natively available in: Claude and ChatGPT and Gemini Claude ChatGPT Gemini ### [Event queues](https://www.stacksync.com/event-queues) Handle massive traffic spikes without losing a single event. Queues buffer your data during surges, ensuring strict ordering and reliable delivery. Replaces: Kafka and Amazon SQS and Confluent Kafka Amazon SQS ### [Database hosting](https://www.stacksync.com/database-hosting) Interact with your CRM, ERP, and payment tools as if they were just another table in your database. Say goodbye to rate limits and complex API documentation. Replaces: AWS RDS and Self-hosted databases AWS RDS Self-hosted databases ### [EDI](https://www.stacksync.com/edi) Transform legacy EDI complexity into simple database interactions. Stacksync automatically parses incoming EDI documents directly into your database tables. Replaces: SPS Commerce and TrueCommerce [Start building now](https://www.stacksync.com/book-a-demo) Connectors ## Every system a citizen record touches, on one sync. Stacksync ships pre-built two-way connectors for the mainframe systems of record, service portals, identity stores, and analytics that citizen services run through, with field-level conflict policies and replay. Systems of record 05 - SAP - Oracle DB - Workday - Tyler Technologies - Postgres Service portals & CRM 05 - Salesforce - ServiceNow - Microsoft Dynamics 365 - Granicus - MongoDB Identity & access 05 - Microsoft 365 - Microsoft Teams - Okta - Workday - Active Directory Notifications & analytics 05 - Twilio - SendGrid - Snowflake - BigQuery - Slack Custom Salesforce objects, Tyler ERP records, and your own constituent schema are first-class, no scripting required. [Browse all 1,000+ connectors](https://www.stacksync.com/connectors) SECURITY ## Security teams trust Stacksync As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers. [Learn more about security](https://www.stacksync.com/security) | | | | --- | --- | | | SOC 2 Type II | | | ISO 27001 | | | HIPAA BAA | | | GDPR | | | CCPA | | | DPF US-EU-UK-CH | → SECURITY WITH BENEFITS ### SSO & SCIM Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more. ### Alerts Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options. ### Secure connection options Securely connects to your systems with: [OAuth 2](https://www.stacksync.com/security) [SSH Tunnelling](https://docs.stacksync.com/two-way-sync/connectors/setup-options/ssh-tunneling) [SSL certificates](https://docs.stacksync.com/two-way-sync/connectors/postgres/authorize-postgres/amazon-rds/ensuring-secure-rds-connections-with-ssl-certificate) [IP Whitelisting](https://docs.stacksync.com/two-way-sync/connectors/setup-options/ip-whitelisting) [VPN gateway](https://docs.stacksync.com/two-way-sync/legal/service-consumption-tables#:~:text=%E2%9C%93-,VPN%20gateway,-%2D) [VPC peering](https://www.stacksync.com/security) and more Common questions ## Common questions about citizen-portal sync. The concerns every digital-services and legacy team raises before putting a portal in front of the mainframe. [Talk to a solutions architect](https://www.stacksync.com/book-a-demo) ### How quickly does a portal change reach the mainframe? Sub-second when the portal emits webhooks (Salesforce CDC, ServiceNow), otherwise 1–60s on a configurable poll against the legacy record. Nothing waits for an overnight refresh. ### Can we sync without modifying the legacy mainframe? Yes. Stacksync reads and writes through the database, API, or middleware the mainframe already exposes, so you add real-time sync without touching COBOL or risking the system of record. ### Who wins when the portal and the record disagree? You set the policy per field. The system of record can own legal fields while residents own contact details, so a portal edit and a back-office update never silently overwrite each other. ### What if the mainframe is down during a citizen update? The write is queued and retried with backoff, and every event is replayable. When the back end recovers, updates apply in order with no manual re-run or lost submission. ## Stop running the portal on stale data. Sync citizen records in real time. [Book a demo](https://www.stacksync.com/book-a-demo) [Get started](https://app.stacksync.com/)