The customer-context and ops layer for AI agents

Salesforce

HubSpot

Pipedrive

Zoho CRM

Apollo

Intercom

Zendesk

Gmail

Calendly

tl;dv

Instantly

PostgreSQL

and more

↳ syncing · 9 sources 60s cadence

↳ resolved · domain match 9ms

M Meridian Pay · fintech meridianpay.com co_01H7K4…

usage_30d −55% vs baseline 8m

deal_stage renewal · at risk 12m

tickets_30d 6× spike 4m

exec_reply 12d silent 4m

+ 12 contacts · + 248 events · + 23 threads

SC Sarah Chen · VP Eng champion · ex-Stripe ct_4f2a…

title_change IC → VP Eng 14d

last_reply “need to talk pricing” 12d

ticket API rate limits · P1 6d

last_visit /pricing 9d

note saved → HubSpot · @alex ✓

+ 84 events · + 6 threads · apollo enriched

1,184 contacts 327 companies 8,541 events

any AI chat or agent

+ any MCP

↳ get_company { name: "Meridian Pay" } · · ·

usage −55% · 6× tickets—checking the team

↳ list_contacts { company: "co_01H7K4…", active: "30d" } · · ·

↳ get_contact { id: "ct_4f2a…", include: "timeline" } · · ·

↳ create_company_note { id: "co_01H7K4…", notify: "@alex" } · · ·

Message Claude…

01 Connect sources once CRM, billing, support, email, web—OAuth in, synced from then on.

02 One profile per customer Identity-resolved across every source. Updated in real time.

03 Ready for any LLM Agents read & write over MCP—zero source roundtrips.

Use cases

Real jobs, run by your agent.

Each recipe is one real job—the pain, the exact MCP calls, and a prompt you can paste into your agent. The agent is yours; the customer context is Pathbound’s.

All use cases →

Use with

Works with the agent you already run.

Pathbound runs as one remote MCP server. Point ChatGPT, Claude, n8n, or your own loop at it and every agent reads the same identity-resolved profile.

See every setup →

Integrations

Plug in your stack. We resolve the rest.

Every record from every tool is identity-resolved and merged into the right contact—automatically. The dedup and stitching you’d otherwise hand-build, done for you.

HubSpot CRM

Sync contacts, companies, and deals between HubSpot and Pathbound.

Pipedrive CRM

Bring Pipedrive deals and contacts into Pathbound profiles.

Salesforce CRM

Sync Salesforce Contacts and Accounts onto one identity-resolved profile per customer.

Zoho CRM CRM

Pull Zoho contacts and accounts into Pathbound profiles, identity-resolved with the rest of your stack.

Creatio CRM

Sync Creatio contacts and accounts into one identity-resolved profile.

Apollo Enrichment

Enrich contacts and companies with firmographic data.

PostHog Analytics

Sync PostHog persons and product events onto the unified contact timeline—identity-resolved with the rest of your sources.

Gmail Email

Pull threaded email history into the contact-level timeline.

Intercom Support

Surface Intercom conversations on the unified contact timeline.

Zendesk Support

Stitch Zendesk users, organizations, and tickets onto the unified customer profile.

Calendly Scheduling

Pipe scheduled meetings and cancellations into every customer profile in real time.

Resend Email

Send transactional email enriched with Pathbound context.

All integrations →

Surfaces

MCP for agents. REST for everything else.

MCP

Drop into Claude, ChatGPT, any MCP client.

Claude · pathbound MCP connected

you

Tell me about [email protected]—recent activity, deal stage, any risk signals.

↳ get_contact { email: "[email protected]" } 200 · 312 tokens · 480ms

contactJane Reyes · Senior PM

companyacme.com · fintech · 240

stagetrial · evaluation

↳ get_contact_timeline { contact_id: "ctc_01H..." } 5 events · 480ms

trackervisited /pricing · 2× today

gmailreplied to onboarding · yesterday

hubspotdeal_stage → evaluation

claude

Jane is a senior PM at Acme (fintech, 240 employees), currently in trial · evaluation. She visited /pricing twice today, submitted a demo-request form, and replied yesterday to the onboarding email with technical questions about billing.

signal Active engagement, no risk indicators. Fast to respond.

claude_desktop_config.json

{
  "mcpServers": {
    "pathbound": {
      "url": "https://mcp.pathbound.ai/mcp",
      "headers": {
        "Authorization": "Bearer sk_live_..."
      }
    }
  }
}

Tools out of the box · read & write

get_contact—full unified profile

get_contact_timeline—cross-system activity

list_contacts—search and filter

list_events—behavioral signal stream

update_contact—patch properties through the resolved entity

aggregate_data—server-side group-by, no client paging

…and 20 more. full reference →

REST

Hit it from curl, Node, Python.

GET /v1/contacts/:id GET /v1/contacts/events/:id GET /v1/contacts?search= POST /v1/batch/activity POST /v1/aggregate

GET /v1/contacts/:id

curl "https://api.pathbound.ai/v1/contacts/ctc_01H..." \
  -H "Authorization: Bearer sk_live_..."

const r = await fetch(
  `https://api.pathbound.ai/v1/contacts/${id}`,
  { headers: { Authorization: `Bearer ${process.env.PATHBOUND_API_KEY}` } }
);
const contact = await r.json();

import os, requests
r = requests.get(
    f"https://api.pathbound.ai/v1/contacts/{id}",
    headers={"Authorization": f"Bearer {os.environ['PATHBOUND_API_KEY']}"},
)
contact = r.json()

200 OK · application/json RESPONSE 312 tokens · 480ms

{
  "status": "success",
  "contact": {
    "_id": "ctc_01H...",
    "email": "[email protected]",
    "_summary": "Jane Reyes · Senior PM at Acme · fintech · trial",
    "properties": { "firstname": "Jane", "lastname": "Reyes", "jobtitle": "Senior PM", "lifecyclestage": "trial" }
  },
  "unified_profile": {
    "source_count": 4,
    "sources": ["tracker", "hubspot", "gmail", "apollo"],
    "profile": { "company": "Acme", "industry": "fintech", "numberofemployees": 240 }
  },
  "events": [
    { "event": "page_view", "url": "…/pricing", "timestamp": "…14:02:08Z" },
    { "event": "form_submission", "timestamp": "…14:01:42Z" }
  ]
}

Bearer-auth · /v1/contacts /v1/contacts/events /v1/batch/details /v1/aggregate full reference →

Safety primitives

Compliance, privacy, safe writes—built in.

Versioned writes

Shipping soon

Every change snapshots the resolved entity and the raw source state before fan-out. Roll back by ID, time range, or actor.

Full audit trail

reads · writes shipping

Every read and write logged with actor, timestamp, payload, propagation, and result. The audit trail SOC 2 and GDPR auditors look for—without you stitching it together.

Safe updates

Shipping soon

Schema validation, dry-run mode, idempotency keys, per-source rate limits. Agents can’t double-send or write malformed records.

Approval gates

Roadmap

Human-in-the-loop on flagged fields, segments, or action types. Useful for high-stakes ops: deletions, mass updates, large-scale outbound.

GDPR / CCPA fan-out

Shipping soon

One call propagates a deletion or redaction across every source where the customer’s data lives. Right to be forgotten, made real.

Conflict resolution

Shipping soon

When sources disagree, Pathbound is the source of truth. You set the merge rules; we enforce them on every read and every write.

Events · built in

Every event on your site, attached to the contact it belongs to.

Page views, clicks, forms, and video, captured by a 5 KB gzipped script. The moment a visitor identifies, their whole anonymous history snaps to the contact.

Your agent gets customer data and the tools to act on it.

Real jobs, run by your agent.

Research every new trial signup.

Spot the accounts ready to expand before they ask.

Answer every ticket with the customer’s whole history.

Catch the accounts going quiet before they churn.

Run a weekly churn diagnostic your team actually reads.

Works with the agent you already run.

Plug in your stack. We resolve the rest.

MCP for agents. REST for everything else.

Drop into Claude, ChatGPT, any MCP client.

Hit it from curl, Node, Python.

Compliance, privacy, safe writes—built in.

Versioned writes

Full audit trail

Safe updates

Approval gates

GDPR / CCPA fan-out

Conflict resolution

Every event on your site, attached to the contact it belongs to.

Real jobs, run by your agent.

Research every new trial signup.

Spot the accounts ready to expand before they ask.

Answer every ticket with the customer’s whole history.

Catch the accounts going quiet before they churn.

Run a weekly churn diagnostic your team actually reads.

Works with the agent you already run.

Plug in your stack. We resolve the rest.

MCP for agents. REST for everything else.

Drop into Claude, ChatGPT, any MCP client.

Hit it from curl, Node, Python.

Compliance, privacy, safe writes—built in.

Versioned writes

Full audit trail

Safe updates

Approval gates

GDPR / CCPA fan-out

Conflict resolution

Every event on your site, attached to the contact it belongs to.

Within five minutes, your agent is querying real customer context.