Customer context from every source, in Claude. in ChatGPT. in any agent. wherever you work.

One live record per customer, ready to read and write.

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Claude

ChatGPT Other

↳ syncing · 9 sources 60s cadence

↳ resolved · domain match

PR Platform renewal · Acme renewal · at risk

amount $48,000 · closes 31 Mar 12m

usage_30d −55% vs baseline 8m

tickets_30d 6× spike 4m

exec_reply 12d silent 4m

JR Jane Reyes · Senior PM champion at Acme

last_reply “need to talk pricing” 12d

ticket API rate limits · P1 6d

last_visit /pricing 5d

last_call pricing · 22 min 9d

deal_stage → at risk · HubSpot ✓

1,184 contacts 327 companies 182 deals

Salesforce

HubSpot

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Intercom

Zendesk

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Calendly

tl;dv

Instantly

PostgreSQL

and more

any AI chat or agent

+ any MCP

↳ list_deals { stage: "renewal" } · · ·

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

↳ get_company { name: "Acme" } · · ·

↳ get_contact { contact: "Jane Reyes" } · · ·

↳ update_deal { stage: "at risk", notify: "@alex" } · · ·

Message…

One real-time unified record per contact, company, and deal.

Pulls from the tools your records already live in. Resolves them into one unified profile.

How resolution works

Contact

Jane Reyes

Senior PM at Acme

Email: [email protected]
Lifecycle: Customer
Last seen: /pricing · 2h ago

5 sources

Company

Acme

Fintech · 240 employees

Domain: acme.com
Contacts: 12 people
Usage, 30d: −55% vs baseline

5 sources

Deal

Platform renewal

$48,000 · closing 31 Mar

Stage: Renewal · at risk
Proposal: Sent Tuesday
Last call: Pricing · 22 min

4 sources

One account, three records—linked to each other, and current with every source.

All integrations

The jobs people hand over first.

Each is a real job with the exact tool calls and a prompt you can paste.

All use cases

Pipeline Research every new trial signup. Pipeline Spot the accounts ready to expand before they ask. Support Answer every ticket with the customer’s whole history. Retention Catch the accounts going quiet before they churn. Retention Run a weekly churn diagnostic your team actually reads.

The MCP tools that read and write that record.

Look someone up, update a record, log a note, tag an account—by agent instead of by hand.

Tool reference

Contacts 14

list_contacts
get_contact
create_contact
create_contacts_bulk
update_contact
get_contact_timeline
get_contact_conversations
list_contact_email_threads
list_contact_notes
create_contact_note
update_contact_note
delete_contact_note
add_contact_tags
remove_contact_tags

Companies 12

list_companies
get_company
create_company
create_companies_bulk
update_company
get_company_conversations
list_company_notes
create_company_note
update_company_note
delete_company_note
add_company_tags
remove_company_tags

Deals 12

list_deals
get_deal
create_deal
create_deals_bulk
update_deal
delete_deal
list_deal_notes
create_deal_note
update_deal_note
delete_deal_note
add_deal_tags
remove_deal_tags

One remote server, any client

See every setup

Pay for usage only. No per-seat charge.

Seats ration access to your own customer data. Pathbound bills by active profile, so invite everyone.

Full pricing

Starter $145/mo 1,000 active profiles Your first agent in production

Growth $390/mo 10,000 active profiles Your whole team's customer context

Platform $890/mo Unlimited active profiles Powering your product, not just your team

Every plan: 14 days free, no card · unlimited seats · unlimited data ingestion