Revenue operations and GTM engineering
Sales reps would like to use AI agents (Claude, ChatGPT, etc) to query data about their accounts. This data may span Salesforce, Gong call transcripts, a Google Sheet, and a product table from Snowflake.
How RevOps sets it up:
- Create a Harbor per sales rep, region, or team.
- Activate a sync from those systems into each Harbor, with sync filters that restrict the data to what is relevant to that Harbor’s audience.
- Populate the Harbor context document with prose about your data’s quirks, caveats, and definitions.
- Specify a list of users or roles who can access this Harbor.
- Share the Harbor’s MCP server with the intended audience. Every connected agent is automatically aware of the context document, so it can start querying and acting immediately.
None of this involves the data or engineering teams. Because Harbors are physically isolated from one another, connecting agents cannot see anything beyond what you chose to sync in, which answers the security concern data teams usually raise about pointing AI agents at a whole warehouse.