The Gradient Works MCP is now available to all Gradient Works customers.
Our MCP connects your AI agent directly to your Gradient Works environment. With the MCP, you can use your agent to create, manage and analyze almost everything in Gradient Works. Once connected, your agent can read from and write to Gradient Works in plain language.
Anything you can do in Gradient Works, you can now do through our MCP, plus a whole lot more.
Here are some examples:
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Why was the Acme Co lead assigned to Chloe Closer?
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Create a new target book for mid-market North American BDRs with a 150-account capacity and accounts with between $10M and $100M annual revenue.
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Which AEs have 10 or more unworked Tier 1 accounts in the last 30 days? Who's working their highest potential accounts thoroughly?
With the Gradient Works MCP, you can access Gradient Works routing, book management, territory planning, account scoring and so much more.
Debug routing in seconds
Ask your AI agent why an account or lead routed the way it did. The MCP pulls the relevant routing logic, assignment history, flow configuration, and log entries together with no manual investigation or support ticket. You can now troubleshoot any routing issue in a few seconds.
Manage your Bookbuilder setup
Create and update target books, manage distributions and retrievals, view assignment history. If it happens in the Bookbuilder managed package, you can query and update it with your agent.
Plan and deploy territories
Pull multiple Carve scenarios, compare them side by side, apply stakeholder feedback as overrides, and deploy, all through your agent.
Pull rep metrics on demand
Ask your agent for activity and performance metrics for any rep and date range, including hierarchy roll-ups for teams that manage at the parent account level. Returns the same data as the rep reporting UI, without navigating Salesforce or Bookbuilder. Create custom reports that compare activity across reps or identify gaps in coverage.
Build and manage routing flows without touching the UI
Describe a Salesforce routing flow and your agent builds it, configuring Gradient Works' matching, queue assignment, and routing actions automatically. You can also edit flows, create new versions, activate and deactivate them, and fix bugs.
Migrate from other tools faster
Use your agent to read your existing routing setup (e.g. LeanData) and rebuild it in Gradient Works automatically.
Use your Claude, ChatGPT, Cursor, Codex, and other agents to connect to our MCP and run all your territory, routing and dynamic book management directly from your agent. If you're not already a customer, sign up for free here.
Read the full documentation here.
