PNNew lead · from your websitePriya Nair, Tallwood Logistics"Can you quote 2,000 shipping boxes a month?"
Read her websiteFreight broker, 70 staff
Scored the leadHot 86 / 100
Drafted a reply"Yes, we can. Quick call Thursday?"
You approvedOne click
Updated your CRMContact and a call task
agent › Hot lead. Reply ready, call on Thursday.
Connected over MCP with OAuth 2.1 · access: read and write10 tools
you › Corbel Freight has a new buyer, Marcus Lee. Add him and set a follow up for Friday.
search_contacts("Corbel Freight")✓ done
Corbel Freight · company
create_contact("Marcus Lee", Buyer, Corbel Freight)✓ created
New contact Marcus Lee linked to Corbel Freight
create_task("Follow up with Marcus Lee", 2026‑11‑20)✓ created
Task due Friday, 20 Nov, assigned to you
assistant › Added Marcus Lee to Corbel Freight as Buyer and set a follow up task for Friday, 20 November.
Connected over MCP with OAuth 2.1 · access: read only6 tools
you › What is the latest with Dana at Corbel Freight?
search_contacts("Corbel")✓ done
Dana Whitfield, Operations Director · Corbel Freight
list_contact_notes(Dana Whitfield)✓ done
"Asked for pricing on 38 seats. Wants a call after their board meeting on 19 Nov."
list_tasks(next 30 days)✓ done
"Send revised quote to Dana" · due 2026‑11‑18
assistant › Dana asked for pricing on 38 seats and wants a call after their board meeting on 19 November. Your revised quote is due Wednesday, the 18th.
Sample data, fictional lead. The steps match our open source lead triage agent, which drafts replies and changes nothing in your CRM until you approve.
Sample data. The tools and both access levels match our open source remote MCP server; you choose the level when you connect it.
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