Your CRM data, agent-ready.
Full context for every AI tool and agent — built by the people who know your business.
CRM data wasn't built for agents.
Objects carry hundreds of fields, and a plethora of relationships between them. What they don't carry is semantics — anything that tells an AI which fields matter, what they mean, or how to use them.
And it's worse than not knowing. The biggest problem is confidently wrong answers — and inconsistency between one answer and the next. Poor experience, and more questions than answers.
Chaos, stuck, or headaches.
End users are genuinely excited about using Claude and other AI tools with their Salesforce data. Executives and data governance teams are hesitant and concerned. Both are right.
Open it all up and chaos ensues
Every tool gets everything, and none of them read it the same way. Ask two of them the same question and you get two answers — then spend the meeting working out which one to trust, and what the number was counting in the first place.
Lock it down and you're stuck
AI access isn't granted, and the business goes without the benefits. Not out of obstruction, but out of necessity — to prevent bad experiences and poor outcomes.
Hardcode it and you get headaches
One-off context written into each prompt, by hand, per agent, per surface. Someone owns it, and maintaining it is expensive — and the business users who know what the data means can't change it themselves, so every update costs time and money.
Now there's a fourth option.
ContextWorks.
Context you can trust and your agents can rely on.
Consistent
Ask the same question twice and get the same answer. Context is assembled from definitions written from your point of view, not pieced together by a model on each request.
How it stays consistentComplete
Curated records, plus the business knowledge that lives in no field and the steps your team follows — delivered together, so an agent knows what a value means and what to do about it.
See what's in the contextSecure
Every field an agent can reach was selected and appears in a list you can read. Every query runs as the person asking, under the permissions they already have.
The security modelCurated
Point and click in an app, not in code. Setup starts from your existing Salesforce configuration. The people who know what the data means define it, and a change takes effect on the next request.
How it gets builtGoverned
Each team owns its own definitions without blocking anyone else. Every change is versioned with one-action rollback, and you can see what depends on a definition before you touch it.
How governance worksSee how it fits together
One question traced through every layer, from the request to the answer.
Manage context in one place. Use it everywhere.
Start with the tools your team uses today, and add or remove them at will. Every one of them reads the same definitions, so answers stay consistent from one tool to the next — and the context you built stays yours rather than locked inside one vendor's platform.
Agentforce 
Claude 
ChatGPT 
Slack 
Teams 
Any AI agent One place
Context is built and maintained in Salesforce, by the teams who own the meaning. Not in a prompt, and not in five of them.
One definition
Change it once and every tool gets the change on its next call. One source of truth, maintained in real time.
All agents
Whatever you connect now, and whatever you add later. Adding a tool is a connection, not a rebuild.
Built on the platform you already trust.
ContextWorks is a native Salesforce application. It uses the platform's own security, its hosted MCP servers, and its agent tooling rather than replacing any of them — and fills the one gap in between: a curated, explained context layer over your live CRM records.
