KineticMCP doesn't just chat. It executes complex workflows that span across Salesforce and your entire external stack, autonomously.
The Problem: Reps hate admin. They forget to update Close Dates, Next Steps are empty, and your forecasting reports are garbage.
The Solution: Deploy an agent that scans open opportunities every Friday. It reads recent emails to infer status, updates the record automatically, and flags "At Risk" deals to management.
Current CloseDate: 2023-11-01 (Past)
Last Email Sentiment: "Let's reconnect in Q1"
⚠ Action: Moving CloseDate to 2024-01-15
🎉 New Deal Closed: TechStart Inc
✅ Created Jira Project: PROJ-123
✅ Slack Channel: #client-techstart
✅ Welcome Email Drafted for @Sarah_CSM
The Problem: Sales closes a deal, but CS doesn't find out until the weekly sync. Customers wait in limbo for days.
The Solution: The agent detects "Closed-Won". It instantly spins up an Onboarding Project in Asana, creates a dedicated Slack channel, and drafts the welcome email.
The Problem: Changing a pricing tier in Stripe requires manual updates in Salesforce Products. It never happens, so quotes are always wrong.
The Solution: An agent acting as a "middleware". It monitors Stripe webhooks, and when a product changes, it upserts the Pricebook Entry in Salesforce automatically.
Hi Jane,
I noticed invoice #INV-2024-001 ($15,000) is now 15 days overdue. Since I didn't see a reply to my last note, I wanted to bubble this up.
Can you please check on the status?
The Problem: Chasing invoices is awkward and time-consuming. Finance teams waste hours manually emailing customers.
The Solution: The agent monitors "Overdue" status and checks Gmail for recent replies. If it's silence, it drafts a polite, context-aware reminder for the Account Manager to approve.
The Problem: Sales reps lose deals to "TechGiant" and write notes like "Better mobile UX", but this intel is buried in the CRM and never reaches Strategy teams.
The Solution: The agent reads thousands of "Closed Lost" notes, aggregates mentions of competitors, and auto-generates a Markdown Battlecard with Strengths, Weaknesses, and Counter-moves.
Their Strengths (Why we lose):
Our Counter-Moves:
The Problem: Monday morning, 50 new tickets. "Reset Password" (Low) is buried under "Server Down" (Critical). If agents pick the wrong one, you lose customers.
The Solution: The agent reads the Subject & Description, understands true urgency (ignoring user-set priority), and instantly escalates critical issues to Engineering via Slack.
The Problem: You lose 60% of deals in a specific region. CRM reports say "Closed Lost" but don't explain why. You'd have to read 500 notes to find out.
The Solution: The agent analyzes all lost opportunities, detects recurring semantic patterns (e.g., "Missing SAP Integration"), quantifies the lost revenue, and writes a strategic memo to Product.
Region: Germany • Sector: Automotive
KineticMCP isn't limited to standard objects. It fluently speaks the dialect of your unique business.
Custom Objects, complex relationships, or proprietary logic—if it's in your schema, it's in your Agent's
toolkit.