Gross sales groups can now attain Ollie’s deal context and work product from inside Claude, ChatGPT, Cursor, and Copilot
Optivian, the corporate behind AI gross sales co-worker Ollie, as we speak introduced that Ollie is now reachable from any exterior AI agent by Mannequin Context Protocol (MCP). Gross sales groups utilizing Claude, ChatGPT, Cursor, Copilot, or any MCP-compatible shopper can learn deal context and pull Ollie’s work product with out leaving the assistant they already work in.
“Gross sales groups already work inside Claude and ChatGPT. They shouldn’t have to depart that surroundings to search out out what’s taking place on a deal. Ollie is now the layer that any AI agent calls when it wants to grasp the gross sales pipeline. The agent your CRM ships with isn’t the identical because the agent your CRM delegates to. We’re betting that distinction defines the following decade of gross sales software program,” mentioned Roope Heinilä, CEO and co-founder of Optivian
Gross sales work has gone headless
Trendy gross sales work now not occurs in dashboards. The deal lives throughout Slack DMs, electronic mail threads, assembly recordings, and the AI assistants sellers and managers start their day inside. Reps don’t open the CRM to search out the following transfer; they ask the assistant on the display screen in entrance of them. Managers don’t open one other tab to verify forecast confidence; they ask the assistant within the assembly.
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Ollie was constructed for this from day one. It delivers work product into Slack, Microsoft Groups, and the CRM, not right into a dashboard no one opens. MCP extends that posture to whichever AI assistant a gross sales workforce prefers. The work meets the rep the place they already are.
What MCP permits in follow
Concrete moments contained in the assistants gross sales groups already use:
– A VP of Gross sales asks Claude, “what’s the well being of the Acme deal?” Ollie solutions: contract stage, buyer engagement, stakeholder protection, qualification depth within the assistant the VP is already working in.
– A rep asks ChatGPT for the newest enterprise case on the Acme renewal and will get again the doc Ollie has already produced, grounded in each interplay on the deal.
– A CRO asks ChatGPT “which Q3 offers are actual?” and reads the calibrated forecast straight contained in the assistant. No screenshot from one other tab. No CRM tab in any respect.
The exterior agent by no means sees the uncooked CRM. It sees Ollie’s deal context.
Why a specialist co-worker
Generalist AI assistants are highly effective, and they’re more and more the floor the place gross sales work begins. They don’t seem to be, on their very own, gross sales co-workers. They don’t repeatedly learn each deal, rating deal well being, extract MEDDPICC and stakeholders, or fireplace proactive work on deal alerts. Ollie does. MCP is the protocol that connects them: the assistant is the place the rep asks; Ollie is the specialist co-worker that has already completed the work.
Optivian’s guess is that the deal-execution layer must be reachable from whichever assistant a purchaser makes use of, not locked behind a single CRM vendor’s first-party agent.
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