Enables AI agents to interact with a CRM covering companies, people, leads, deals, and more, with role checks, scoped agent keys, approval gates, and a shared audit trail.
Provides AI agents with secure access to Salesforce data and operations, enabling natural language interaction with CRM for sales, marketing, and executive teams.
Enables LLM agents to operate a CRM through 114 typed tools across 24 modules, covering contacts, pipelines, calendars, messaging, invoicing, and payments. Destructive and outward-facing actions are annotated for visibility and approval.
Enables AI agents to retrieve customer, order, ticket, policy, and agreement information, and to prepare or execute state-changing support actions like escalations and follow-ups with confirmation and access control.
Enables MCP-compatible AI agents to safely act on business backends by enforcing per-agent permissions, autonomy thresholds, human approval with review-and-edit, and full audit trails.