Think inside your AI world.
Salesforce through Unl
Salesforce shows you the opportunity, the stage, and who touched it last. Whether that opportunity has earned 'committed' on this quarter's forecast is your rule, not a picklist value.
Salesforce through Unl reads opportunity and activity records against the forecast criteria you have ratified, so 'is the deal committed?' comes back not yet, naming the next-step update it's still missing.
What Salesforce holds
Salesforce's hosted MCP server exposes:
- Opportunity, account, contact, case and lead records via read-scoped SObject queries
- SOQL-driven search across standard and custom objects
- Stage history and recently viewed or modified records
- Field-level detail respecting your org's security and sharing rules
- Cross-object search for matching text across multiple record types
What the naked read gives you
Ask Salesforce's MCP server about a given opportunity and it hands back exactly what's in the org: stage, amount, close date, the account team, the last three activities logged against it. Ask about the whole enterprise pipeline and it returns every open opportunity above a given amount, sorted however you like, with owner and stage attached. The data is current, granular, and exactly what the account team already put into the system.
The frame judges the data it is given; it does not verify the source’s accuracy.
What changes when Salesforce is read measured
Say you're the RevOps lead, and you have ratified a forecast rule after a quarter where three 'commit' deals slipped in the last two weeks: an opportunity only counts as committed if it has a next step logged in the last seven days and a named economic buyer on the account.
'Is the deal really committed for this quarter?' returns, measured: not yet - the opportunity has an economic buyer on record, but its last logged activity is nineteen days old, so it fails the next-step test your rule requires. Salesforce supplied the opportunity and activity records; your ratified rule supplied the seven-day bar that decides whether 'committed' is true.
And back again
Update the opportunity - log the call, name the buyer, move the stage - and the next read carries the change straight through. Unl doesn't hold a second copy of the deal; it reads Salesforce again, checks the same ratified rule, and the verdict moves when the record does.
The answer comes back measured against what you already decided, and why.
The lane is live and open to this tool today: one box, paste anything. If it speaks MCP, Unl can reach it. Readings arrive unprompted, the data beside the criterion; Unl is a courier, not a warehouse, and keeps only your keys and the frame.
Questions people ask
What makes a Salesforce verdict different from a stage change?
A stage change is a rep's judgement call, recorded once. A verdict is checked fresh against the rule you ratified every time someone asks - so a deal marked 'Commit' by a rep can still come back 'not yet' if it hasn't met the condition your team agreed on.
How do I connect Salesforce to Claude?
Connect through Salesforce's hosted MCP server from your org, then link that connection inside Unl. Once it's authorised, Claude can read opportunities, accounts and activity history through the same access your Salesforce admin already controls.
Does Unl edit or change my Salesforce records?
Unl reads through Salesforce, and can write back on your explicit gesture — it never acts as a side effect of a read.
What this is
Think inside your AI world — you stay in command
Save the thoughts, decisions and targets worth keeping, each with its reasoning, carried into every AI session the moment they matter. A new unit of exchange between you and your AI: the Settled Why with standing that travels. Unprompted.
Your whole AI world. What you decided at the epicentre. It plugs into Claude, Claude Code, ChatGPT and Cursor as an MCP connector — quick to connect, in a couple of steps.
MCP native·Human settled·Model agnostic·Your data
Measured Context
Connect Unl to bring the right information into the moment.
Your sources, read against the criteria you set.
The full product, open. Free at launch.