Tools & Integrations

All tools available to the agentic workforce

Tool inventory (54)

ToolTypeAgentPermissionApprovalPurpose
CRM (Salesforce)MCPSales AgentRead/WriteRequiredRead/update opportunity, account, contact records
Customer account historyDatabaseSales AgentReadNoLookup past engagements, churn risk, NPS
Past proposals RAGRAGSales AgentReadNoReuse winning narratives
Meeting notes RAGRAGSales AgentReadNoRecall prior conversations
Sales qualification sub-agentSub-agentSales AgentRestrictedNoBANT/MEDDIC scoring on raw notes
Email toolAPISales AgentRead/WriteRequiredDraft follow-ups
Pricing calculatorAPIFinance AgentRead/WriteRequiredCompute deal margin scenarios
Margin policy RAGRAGFinance AgentReadNoLookup discount rules
ERP (NetSuite)MCPFinance AgentRead/WriteRequiredRevenue & cost data
Billing systemDatabaseFinance AgentReadNoValidate billing model fit
Finance risk scoring sub-agentSub-agentFinance AgentRestrictedNoScore deal commercial risk
Project delivery trackerMCPOperations AgentRead/WriteRequiredTrack active programs and burn
Resource availabilityDatabaseOperations AgentReadNoCheck skill, region, allocation
Delivery risk calculatorAPIOperations AgentRead/WriteRequiredScore delivery risk
SLA repository RAGRAGOperations AgentReadNoLookup SLA precedents
Operations planning sub-agentSub-agentOperations AgentRestrictedNoGenerate phase plan
Contract repository RAGRAGLegal AgentReadNoLookup precedent contracts
Clause library RAGRAGLegal AgentReadNoStandard clause variants
Contract comparison toolAPILegal AgentRead/WriteRequiredDiff against standard
Risk deviation checkerAPILegal AgentRead/WriteRequiredScore deviation risk
Legal review sub-agentSub-agentLegal AgentRestrictedNoDetailed clause review
Product catalogue RAGRAGProduct AgentReadNoLookup features and SKUs
Technical documentation RAGRAGProduct AgentReadNoArchitecture & APIs
Roadmap databaseDatabaseProduct AgentReadNoTrack upcoming releases
Feature availability matrixAPIProduct AgentRead/WriteRequiredCheck region/edition availability
Product fitment sub-agentSub-agentProduct AgentRestrictedNoMap requirements to capabilities
Security policy repositoryRAGIT-Security AgentReadNoLookup ISMS policies
Access logsDatabaseIT-Security AgentReadNoVerify access events
Risk scannerAPIIT-Security AgentRead/WriteRequiredScan architecture for risk
Compliance framework RAGRAGIT-Security AgentReadNoISO/SOC2/GDPR mapping
Vulnerability databaseDatabaseIT-Security AgentReadNoLookup CVEs
Security review sub-agentSub-agentIT-Security AgentRestrictedNoDetailed control review
Executive dashboardAPIMD / Leadership AgentRead/WriteRequiredReal-time KPI view
Agent recommendation summaryRAGMD / Leadership AgentReadNoAggregate agent outputs
Risk heatmapAPIMD / Leadership AgentRead/WriteRequiredVisualize cross-agent risk
Approval workflowAPIMD / Leadership AgentRead/WriteRequiredApprove / reject decisions
Strategic review sub-agentSub-agentMD / Leadership AgentRestrictedNoGenerate decision memo
Task routerAPICoordinator AgentRead/WriteRequiredDecompose & route tasks
Agent assignment engineAPICoordinator AgentRead/WriteRequiredMatch task to agent
Workflow trackerDatabaseCoordinator AgentReadNoTrack task state
SLA monitorAPICoordinator AgentRead/WriteRequiredDetect breaches
Notification toolAPICoordinator AgentRead/WriteRequiredNotify agents/humans
Agent orchestration toolSub-agentCoordinator AgentRestrictedNoCoordinate multi-agent flow
HR policy repositoryRAGHR AgentReadNoLookup policy
Employee handbook RAGRAGHR AgentReadNoQ&A on handbook
Leave / attendanceMCPHR AgentRead/WriteRequiredStandard queries
Role & responsibility DBDatabaseHR AgentReadNoOrg structure
HR policy sub-agentSub-agentHR AgentRestrictedNoDetailed policy review
Solution templates RAGRAGPre-Sales AgentReadNoReuse patterns
Past proposals RAGRAGPre-Sales AgentReadNoMine win narratives
Architecture repository RAGRAGPre-Sales AgentReadNoLookup reference architectures
Product compatibility checkerAPIPre-Sales AgentRead/WriteRequiredValidate combos
Effort estimation toolAPIPre-Sales AgentRead/WriteRequiredEstimate effort/cost basis
Proposal drafting sub-agentSub-agentPre-Sales AgentRestrictedNoGenerate proposal sections