Documentation
README
Customer Report (360)
Build a comprehensive report on a single client by pulling structured data from Twenty CRM and conversational context from Gmail, Slack, Notion, Granola, and LinkedIn.
MCP connectors
| Connector | Purpose |
|---|---|
| CRM | Pull customer data and deal history |
| Notion | Read project notes and meeting logs |
| LinkedIn (TalkToHumans) | Search contacts, pull DM history and connection status |
When to use
- "Everything we know about [client]"
- Pre-meeting brief
- Account health check
- Renewal or upsell prep
Data sources
This is the opening of the README. Read the full README on GitHub.