Chatting with your data only works once the data is clean
Teams that pointed AI at their CRM got a different answer every time, because the data underneath was messy, duplicated, and missing half of what actually happened. Upside fixes that first: your accounts, opportunities, calls, emails, and touchpoints resolved into one identity-matched, timeline-reconstructed source of truth. Ask anything on top of it and the answer reflects what really happened, not whatever a half-connected export could see.
Everyone on your team gets the same answer
When the numbers change depending on who pulled them, every planning meeting turns into a debate about whose definition is right. Upside's librarian gives your whole team one shared, governed view of the data, so marketing, sales, and CS ask the same question and get the same evidence-backed answer. One source of truth instead of five spreadsheets that disagree.
Ask in the AI tool you already use
You shouldn't have to adopt a new tool just to get answers. Connect the AI your team already lives in — Claude, ChatGPT, Cursor, Gemini, and more — to your unified Upside data through the MCP, and ask in plain language right where you already work. No vendor lock-in, and the tools you already pay for get more useful the moment they can reach clean, complete GTM data.
Or ask right inside Upside
Don't have an AI tool of your own, or want the question and the data to stay in one place? Ask Upside's built-in agent directly. Same unified data, same evidence-backed answers, nothing to set up or connect — type the question where your GTM data already lives and get the records behind every answer.
Don't just ask — build
The best answers shouldn't vanish when the chat closes. When a question becomes one your team asks every week, turn it into a live mini-app on the same data: a follow-up tracker, an account health board, a pipeline view your team checks Monday morning. Go from a one-time answer to a tool the whole team relies on, without a BI ticket or an engineering sprint.
When Assembled connected the Upside MCP to their AI tool (Dust), pipeline queries returned roughly 2x the completeness and accuracy of querying Salesforce directly, with 2,300+ MCP calls in the first week.
"Things that used to take me hours to pull, I'm getting them in Upside in minutes. Instead of having to pick what questions to ask based on how long it will take to get a verifiable answer, with a quick MCP search, I'm uncovering issues I didn't even know existed."
Lindsey Marymont, Head of Demand Generation
Read Assembled case study →What you get when your data speaks your agent's language
Insights in minutes, not BI tickets
The questions that used to wait in a dashboard backlog get answered in the conversation where they came up, so leaders stay focused on impact instead of the queue.
One shared truth
Marketing, sales, and CS query the same unified dataset, so the answer does not depend on who pulled it or which export they used.
Your AI investment compounds
The agents your company already pays for get more useful the moment they can reach clean, complete GTM data, and they keep getting more useful as your data grows.
What our customers say
“What used to take 2-3 hours I can now do in a few clicks, and it's made me a smarter operations person than I've ever been in my career.”
Charlie Flanagan
Head of GTM Ops · Dscout
“It helped us validate that what we thought was true was actually true. We were just not seeing the impact of the ADR function like we needed to.”
Amy Wellersdick
Director of Marketing Ops · Syndio
Questions? Answers.
Which AI tools work with the Upside MCP?
Does Upside work with Claude?
Is this just a chatbot on top of our CRM?
How is access controlled, and is our data safe?
Do we need a data team to set this up?
Bring your own agent. We'll bring the data.
See the Upside MCP answer real questions on your own GTM data in a 30-minute walkthrough.