One Salesforce connection for a whole SDR team
A sales lead connects Salesforce, keeps the connection private and shares a toolbox with the read and activity-logging tools. The SDRs run it from Claude or ChatGPT, the credential stays with the lead, and the toolbox holds just the tools the team needs.
Ticket help without the admin key
A support manager keeps the Zendesk connection private and shares a toolbox with the ticket tools the team needs, their own queue frozen in place. Agents get help working tickets in their AI client, and the tools always work on the right queue.
Read-only books for the operations team
A finance lead keeps the QuickBooks connection private and shares a read-only toolbox with operations. Ops pull invoices and balances into their answers, and every tool they can reach is read-only.