Enterprise revenue teams have long struggled with a persistent execution gap: CRM platforms store deal data but offer little guidance on how sellers should act on it. Account plans remain disconnected from pipeline reality, AI-generated recommendations often lack reference to structured sales processes, and agent outputs default to terminology that conflicts with the frameworks revenue teams actually follow. Altify, creator of the Strategic Revenue Execution category and a premier Salesforce-native platform for enterprise B2B sales, announced the release of Altify MCP v0.1.5, a significant expansion of its Model Context Protocol capabilities that introduces new AI agent functionality across Account Planning, Sales Process Manager, and Sales Methodology.
MCP, or Model Context Protocol, serves as the integration layer allowing AI agents to read and act on structured Salesforce data through natural language. With v0.1.5, AI agents can now assess account health across the full portfolio, read qualifiers and closure probabilities for individual opportunities, and adapt every output to the sales methodology an organization has configured. This consistency is what separates genuine revenue execution from fragmented, transactional activity.
The Account Planning suite in v0.1.5 enables AI agents to assess, analyze, and act on account plan data across four dimensions: Account Health, Account Assessment, Account Insights, and Account Review. Account Health provides a portfolio-level view, allowing sellers to ask which accounts need attention and receive a structured summary scored against health signals like data completeness, engagement consistency, objective linkage, and relationship coverage. Account Assessment runs two complementary analyses simultaneously—one examining the account plan itself and another extending across all linked opportunities—to surface specific gaps, risks, and prioritized recommendations. Account Insights connects strategic planning directly to solution recommendations by anchoring output in the specific pressures and initiatives recorded in the account's Insight Map. Account Review introduces AI-assisted preparation for key review activities, including identifying gaps and vulnerabilities in a plan, analyzing overdue actions, and generating coaching material for Test & Improve sessions. This preparation structures the review conversation around the most critical areas, rather than relying on the presenter to surface them.
The Sales Process Manager module receives its first MCP read capabilities in v0.1.5, closing a gap that previously caused agent-generated opportunity guidance to be disconnected from the structured process sellers follow. The AI agent can now read the full Sales Process Manager data associated with any opportunity, including the assigned sales process, current stage, qualifiers and verifiable outcomes across all stages, and the closure probability score. The closure probability calculation uses the same formula as the Altify Sales Process Manager page, ensuring consistency. The agent can also retrieve a list of all active sales processes configured in the organization, helping sellers determine which process is most appropriate for a given opportunity.
All Altify MCP capabilities now honor the sales methodology configured for the organization, supporting Altify's native methodology, MEDDIC, and entirely homegrown variants. Administrators configure custom terminology, preferred frameworks, and behavioral guidance through Salesforce customization records with no code changes required. If a seller refers to their "org chart" rather than "relationship map," the agent maps natural-language intent to the correct system concept. This ensures that every agent output reinforces the organization's methodology consistently across call plans, account reviews, and opportunity assessments.
Altify MCP v0.1.5 is available now. Documentation for the methodology customization framework is available under Methodology Customization for Altify MCP in the Altify online help. An updated list of the five Altify MCP servers and their capabilities is also available in the Altify online help.
