Agent-native revenue workspace

One workspace for operators and agents.

CRM, mail, docs, and support on one record graph — with a hosted MCP execution spine so Cursor, Claude, and your agents work on live data.

Inside Salestrics Live product

Salestrics MCP

Connect AI agents to live revenue data

A hosted Model Context Protocol server on your organization workspace. Cursor, Claude Desktop, VS Code, and other MCP clients use org-scoped API keys to read and act on CRM, mail, automation, and workspace records — the same data your team sees in the browser.

  • Cursor
  • Claude Desktop
  • VS Code
  • Windsurf
  • Cline
  • ChatGPT

Explore Salestrics MCP MCP setup playbook

Unified context layer

Operators and agents share one record graph

A buyer should not become a different record every time your operators change apps — or every time an agent works from an exported spreadsheet. Salestrics keeps the relationship intact from first conversation through support, in the browser and over the MCP execution spine.

See the whole relationship

Everything belongs to the account

Deals, messages, proposals, meetings, invoices, and support history stay together from first touch onward.

Know the next move

Your team starts with context

Open an account and see what happened, who owns the next step, and what needs attention without chasing an update.

Agents meet the same data

MCP on the live workspace

Connect Cursor, Claude, or VS Code with org-scoped keys — agents read and act on current pipeline, mail, and workspace records, not stale exports.

Why connected context matters

What teams are saying

Less configuring. More moving.

Real feedback from mid-market operators who replaced a patchwork stack with one agent-native workspace.

“We replaced our Salesforce and Zoom subscriptions with one Salestrics agreement.”
Brad Davis Next Level Lawn Care
“Workflows that matched how my team actually sells — less configuring, more closing.”
Dan Flemming Flemming Automotive
“Grounded in our CRM data — one of the most accurate AI assistants we’ve used.”
Tony Daniels Igloo Creative

Built around the customer

One workspace for the entire revenue loop

Start with the core workflow and expand without stitching together a new stack.

03 / Understand

Give agents and AI the full picture

Assistant in the browser, MCP for Cursor and Claude — summaries, answers, and actions grounded in current pipeline and account activity.

04 / Operate

Connect revenue to the work

Keep invoices, reporting, and operational workflows attached to the records that created them.

06 / Retain

Carry context into support

Resolve customer issues with the relationship history visible, then share wins and updates in Orbit!

Explore the full platform

Get started

Run agent-native operations on a unified context layer

Replace the stitched B2B stack with one workspace operators and agents can execute on — CRM, docs, AI, email, and support connected through the MCP execution spine. Explore sector tracks or schedule a demo.