Sales Research Router
Route lead research to web + CRM + enrichment tools in one flow.
MCP connector -> web retrieval -> CRM writeback
Practical workflows to connect AI agents to your tools and data with guardrails that hold up in production.
Reference snapshot: March 10, 2026
Route lead research to web + CRM + enrichment tools in one flow.
MCP connector -> web retrieval -> CRM writeback
Classify tickets, propose response drafts, and create escalation tasks.
MCP connector -> helpdesk API -> project tracker
Compare transactions, flag anomalies, and attach evidence links.
MCP connector -> accounting data -> policy checks
Collect sources, synthesize notes, and produce citation-ready outputs.
MCP connector -> search tools -> notes database
MCP task contract
Goal: [single outcome] Input schema: [required fields] Allowed tools: [explicit list] Verification rule: [what must be true before output] Write permissions: [none|scoped|full] Escalation: [fallback owner + channel]