Altify, the creator of the Strategic Revenue Execution category and a Salesforce-native platform for enterprise B2B sales, has announced the release of Altify MCP v0.1.5. The update introduces new AI agent functionality across Account Planning, Sales Process Manager, and Sales Methodology, aiming to close the persistent execution gap faced by enterprise revenue teams. CRM platforms often store deal data but provide little guidance on how sellers should act on it, leading to disconnected account plans and unreliable AI recommendations.
The v0.1.5 release expands Altify's Model Context Protocol (MCP) capabilities, allowing AI agents to read and act on structured Salesforce data through natural language. Agents can now assess account health across the full portfolio, read qualifiers and closure probabilities for individual opportunities, and adapt outputs to the organization's configured sales methodology. This consistency is crucial for enterprise deployments where terminology and frameworks must align with how revenue teams actually work.
In Account Planning, the release introduces four dimensions: Account Health, Account Assessment, Account Insights, and Account Review. Account Health provides a portfolio-level view of account standing, scoring data completeness, engagement consistency, objective linkage, and relationship coverage. Account Assessment runs two analyses simultaneously—one on the account plan and another on linked opportunities—to surface gaps and risks. Account Insights connects strategic planning to solution recommendations based on the customer's Insight Map. Account Review offers AI-assisted preparation for reviewing account plans, including identifying gaps, analyzing actions, and generating coaching material for Test & Improve sessions.
The Sales Process Manager module gains its first MCP read capabilities, closing a gap that previously disconnected agent guidance from the structured process sellers follow. Agents can now retrieve assigned sales processes, qualifiers, verifiable outcomes, and closure probability scores, ensuring recommendations are grounded in the actual process data. The closure probability calculation matches Altify's Sales Process Manager page, so agents and sellers see consistent values.
All MCP capabilities now honor the organization's configured sales methodology, supporting Altify's native methodology, MEDDIC, or homegrown variants. This ensures agent outputs reflect the exact framework and terminology each organization has built, rather than default settings. Administrators configure custom terminology through Salesforce customization records without code changes.
Altify MCP v0.1.5 is available now. Documentation for the methodology customization framework is available in the Altify online help at altify.com.
