The situation
Where they started.
Sales wanted an agent that could answer pipeline questions, draft follow-ups and summarize accounts. The blocker was access: a shared integration would let anyone's assistant see everyone's deals, and outbound messages sent by an agent without review were a non-starter.
What FlatClaw does
What was built.
- The CRM connected as a first-party MCP service with credentials scoped to tenant, user and service: each person's agent sees exactly what that person can see.
- Outbound messages composed by the agent and approval-gated before they leave.
- Pipeline questions, account summaries and follow-up drafts as a conversation with the data.
- Scheduled work, like a Monday pipeline brief, run per user with that user's own access.
Results
What changed.
- No one's agent can reach a deal its user cannot.
- Follow-ups drafted in minutes and sent only after a human says so.
- A pipeline brief that arrives before the meeting instead of during it.
- The same connector pattern for the next system sales asks for.