Backstory connects Claude to your team's deal and account history - every email, meeting, call, and CRM record. Ask about pipeline risk, stakeholder engagement, or next steps. Get answers based on what actually happened, not just what got logged in your CRM.
Tools
- account_company_news
- ask_sales_ai_about_account
- ask_sales_ai_about_opportunity
- fetch_records
- find_account
- find_record_by_crm_id
- get_account_status
- get_engaged_people
- get_opportunity_engaged_people
- get_opportunity_scorecard
- get_opportunity_status
- get_recent_account_activity
- get_recent_opportunity_activity
- get_scorecard
- preview_records
- situation_search
- top_records
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