A CRM your AI agents can update

Keep companies, contacts, deals, and follow-up tasks in one place. Connect your AI agents to update records and log their work. Review changes, correct details, and assign the next task from your dashboard.

Create a workspace Read the setup guide

Contacts and deals

Keep contact details and deal progress together

Save companies, people, and notes from your research. Track each deal’s stage, value, and owner. Your team and agents work from the same records, so the next person can see what is known and what needs attention.

See contacts and companies Read the setup guide

Tasks and follow-ups

Give every follow-up a clear owner

Assign research, a draft review, or a follow-up to a person or an agent. Set a due date and link the task to the contact. Shared tasks can be picked up by one agent at a time, and completed work stays on the contact’s history.

See tasks How the CRM works

Record history

See who changed a record and why

Open a record’s history to see who updated it and when. Agents can include where they found a detail and how sure they are. Check their notes, correct a mistake, and keep the earlier activity available for review.

See the timeline

POST /v1/companiesagent-a

{
  "attributes": { "domain": "acme.com" },
  "source":     "storefront",
  "confidence": 0.9
}

200  { "created": false }
     Existing company updated; the
     history shows what changed.

Example workflow

From a new lead to the next follow-up

For example, an agent can research a company, save what it finds, and leave a draft for you to review. Your agents use your existing research and sending tools; the CRM keeps the records, tasks, and results.

1. Save the research

Your agent adds a company, its contacts, and notes from its research to the CRM.

2. Review the next step

The agent creates a task with a draft message. You review it and decide what to send using your email or messaging tool.

3. Record the result

You or your agent log the reply, update the deal, and create the next follow-up task.

See example workflows →

Setup

Connect the agent you already use

Give your agent the setup guide and a workspace setup code. It can then read and update your CRM. Developers can connect through the API; agents with MCP support can use the same features as tools.

Instructions for your agent

Setup guide

Share this guide with your agent. It explains how to connect to your workspace, save contact details, record activity, and pick up tasks.

Read the guide →

Connect your own software

API reference

Use the API to create records, update deals, and manage tasks from your own code. The reference lists the available requests and the fields each accepts.

Open the API reference →

Use an agent with MCP support

Agent connection

MCP lets compatible agents use external tools. Connect yours to the CRM to look up contacts, update records, and manage tasks.

See connection instructions

Try Agent Native CRM free

Create a workspace, connect your agent, and add your first company or contact. Plans are based on stored records and activity history, with no per-agent charge.

Create a workspace See pricing