Changelog #15

Here is what we shipped for customers on August 5, 2026 — a major expansion of the Salestrics Model Context Protocol runtime. External AI agents (Cursor, Claude Desktop, custom runners, and more) can now operate across the full Salestrics suite — not just read analytics, but execute multi-app workflows spanning sales, finance, customer support, team chat, and workspace collaboration.

Scale and full app coverage

• 153 native MCP tools — up from 65 at launch, organized across 19 categories and 13 Salestrics applications.
• Live tool catalog — view real-time status and available tools for your workspace via the MCP resource salestrics://apps/catalog.
• Multi-app workflows — agents move across CRM, mail, finance, support, chat, and files in one authenticated session instead of stitching separate APIs.

New app surfaces

Ledger (finance)

• Stripe invoicing, bank connection status, transaction search, and budget vs. actual summaries
• Financial execution beyond dashboard snapshots

Momentum (pipeline)

• Seven approval-gated pipeline actions from your agent environment
• Qualify and disqualify leads, advance deal stages, generate quotes, mark opportunities won or lost

Resolve (customer service)

• Open cases, search knowledge bases, summarize queues, escalate tickets, resolve issues, reassign owners
• End-to-end case management from external agents

Connect (chat & meetings)

• Inspect channels, post messages, list and schedule meetings
• Manage participant rosters and extract meeting insights

Flow (operations)

• Track inventory levels, view procurement orders, monitor fulfillment status
• Query operational dashboards

Orbit (social)

• Interact with feed posts, search the people directory, view profiles, analyze timeline activity

Support

• Search help articles and inspect active support ticket listings

Assistant (meta tools)

• Read-only visibility into in-product Assistant sessions, memories, configurations, and usage (org admins)
• External agents understand workspace AI context without interfering with in-app chat

Expanded capabilities on existing apps

Inbox (read + write)

• Upgraded from read-only — Mail AI thread analysis, smart recipient suggestions, draft creation, direct email delivery, CRM contact syncing
• Sensitive sends respect your organization’s write-approval policies

Workspace (full collaboration)

Read: documents, spreadsheet rows, presentations, and calendar events.

Write (approval-gated): folders, file moves and sharing, document create/update, spreadsheet edits, calendar scheduling — including Connect meetings and Google Calendar sync.

Insight (deeper analytics)

• Visual and scheduled reports, ask_insight, activity feeds
• Data transformations, analytics pipelines, governance policies and events

Automation & AI workflows

• Full lifecycle for standard and AI-driven workflows
• List workflows, create runs, update, delete, pause, resume, and run history tracking

Admin MCP (org operations)

• Expanded beyond API keys and audit logs to user management, org settings, billing usage, integration connector status, and broader audit logs

Reliability & connector hardening

• Outbound circuit breakers — connectors open after repeated failures, with exponential backoff up to five minutes to protect platform health.
• Configurable timeouts — per-operation limits enforced (5s connect, 10s tool listing), configurable via environment variables.
• Org-scoped session pooling — outbound MCP connections reused with a five-minute TTL; pools invalidate immediately on credential changes.
• Runtime health — inspect live connector health during any session via salestrics://integrations/runtime-status.

Security & audit

• Hardened HTTP authentication boundaries, strict rate limits, and sanitized error responses across MCP endpoints
• CRM finance RBAC and owner validation on all write actions
• Custom MCP integration safeguards — blocked shell interpreters, restricted environment variables, public-URL validation for HTTP connectors
• Closed audit gaps across Inbox and Automation — org scope, actor attribution, and approval enforcement aligned on all server execution paths

Developer experience & setup

• Custom integrations — org admins connect custom HTTP or stdio MCP integrations in Admin → Integrations.
• Setup guide — full documentation at docs.salestrics.com/salestrics-mcp — supported agents, safety controls, and troubleshooting.
• Assistant guide resource — salestrics://assistant/guide explains how external agents interact alongside in-product Assistant.
• Core transport unchanged — hosted endpoint at /api/mcp and @salestrics/mcp-bridge for Streamable HTTP; see also Salestrics MCP on the marketing site.

Questions?

Get support or open Support from the app launcher at app.salestrics.com/support. Email support@salestrics.com, read the MCP guide, or review Changelog #14 for the initial MCP launch.