REVENUE INTELLIGENCE FOR MCP PRODUCT USAGE

Your sales team, inside ChatGPT and Claude.

When a customer asks about pricing, billing, cancellation, or upgrades through your MCP server, Within answers on your behalf, and when it matters most, brings in a live person from your team or captures a follow-up.

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What your customer sees

ClaudeAcme connector

What your team sees

Within DashboardLive
Dana Reyes · Stripe
Growth plan · 6 seats · using Acme in ChatGPT
Browsing
    Revenue moment
    Signal
    Offer
    Response
    Result
    Waiting for a buying moment

    Works with your existing MCP server. One tool to add.

    01 / WHY NOW

    Your best customer moments are moving inside agents.

    A prospect may reach the edge of a trial while evaluating your product. An existing customer may struggle with a task their team depends on. When the work happens through an agent, your team needs a way to see these moments and understand what they mean.

    Within reads activity from your MCP server alongside the account context you provide. It helps your team recognize when a customer needs attention and why a response could matter.

    agent surfaces
    Claude logo
    ChatGPT logo
    Gemini logo
    Perplexity logo
    Meta AI logo
    Custom agent logo
    NORTHSTAR MCP SERVER LOGSlive
    13:42search_contacts✓
    13:43enrich_contacts✓
    13:44run_cohort_analysis (PREMIUM FEATURE)
    13:45run_cohort_analysis (PREMIUM FEATURE)
    13:46run_cohort_analysis (PREMIUM FEATURE)
    WHAT YOUR CRM SEES
    Account name
    Acme Corp
    ARR
    $180K
    Renewal
    43 days
    Plan
    Pro
    Account owner
    Sarah Chen
    Open opportunity
    Expansion
    REVENUE MOMENT DETECTED

    Premium feature reached + growth account + renewal in 43 days = Expansion signal

    02 / HOW IT WORKS

    Within watches the session. Your team takes the conversation.

    Within considers what the customer is trying to do, what is holding them up, and whether someone on your team could help. Your policies guide when to offer a conversation and who should take it.
    01

    Detect

    Within's agent watches every MCP session for the signals your policies define: repeated failures, premium capability access, high-value account activity, integration attempts. Matching sessions move to the decision layer.

    SESSION SIGNALS
    run_cohort_analysispremium
    run_cohort_analysisPREMIUM
    run_cohort_analysisPREMIUM
    session signal: premium tool blocked x3
    02

    Decide

    Your intervention policies determine which moments qualify and who steps in: the account owner, the right specialist, whoever is actually available. Availability reads from Slack presence and calendar, or from a status your team sets.

    POLICY MATCH
    Account
    Growth
    Owner
    Sarah Chen
    Availability
    Online
    rationale

    Growth account hit a premium feature that was blocked. ARR and renewal timing make expansion the right next move.

    03

    Step in

    The offer appears inside Claude or ChatGPT, in the agent conversation itself. No portal, no chased meeting, no form. The agent session continues either way. The offer never blocks the task.

    live conversation
    SC

    Sarah Chen

    Customer Success  · Northstar

    Connected

    Sarah joined · via Within

    Hi! I saw the cohort tool blocked on premium. I've enabled it for your evaluation.

    Thanks for the upgrade. I will retry now.

    Availability gate
    YesOffer in the conversation

    Inside the MCP result

    NoAgent answers or escalation opened

    Session continues, follow-up starts informed

    Is a qualified person ready right now? Yes, the offer goes into the conversation. No, an escalation opens or your agent answers, and the session continues.

    03 / PRODUCT

    One moment, three ways to act on it.

    Within spots the moments that matter inside Claude and ChatGPT sessions, then gives your team the right way to respond.

    Live

    Bring a live person from your team into the agent conversation the moment it matters. No portal, no lost context.

    SarahSarahCustomer Success · Online
    Can I get cohort analysis on our plan?
    Hi, I can enable a trial of cohort analysis now.
    That's exactly what I needed. Can we turn it on today?

    Inbox

    When your team isn't live, the moment still gets recorded. Within opens a follow-up ticket with the session and rationale attached.

    Escalations

    Northstar · Expansion signal

    2m ago

    Acme · Repeated failure

    1h ago

    Helio · Pricing question

    3h ago

    Northstar · Expansion signal

    Signal: premium tool blocked x3

    Rationale: renewal in 40 days

    Awaiting team · session continued

    Intelligence

    Your company's own agent answers using your approved knowledge and policies, and hands off to a person when one is needed.

    Northstar AgentAI assisted
    What is the pricing of this connector?
    Growth includes 10k calls a month. Premium adds cohort analysis.
    Hand off to Sarah

    04 / WHAT YOUR TEAM GETS

    Pipeline, expansion and retention, from sessions you could not see before.

    SALES

    Turn product intent into pipeline.

    A prospect reaches a limit or a paid feature mid-evaluation. Within offers a conversation with someone who can explain the options while the evaluation is still live.

    Offer

    Connect Marcus (Account Executive)

    Trigger

    trial limit reached twice.

    CUSTOMER SUCCESS

    Catch expansion before the renewal call.

    An account starts asking for capacity, seats or features beyond their plan. The account owner gets the moment and the context, not a quarterly usage report.

    Offer

    Connect Sarah (Customer Success)

    Trigger

    paid feature reached, renewal in 43 days.

    RETENTION

    Resolve failures before they become churn.

    The same error keeps returning. Within offers help while the problem is still on screen, with the failed calls attached, so the person stepping in does not start from zero.

    Offer

    Connect Priya (Solutions)

    Trigger

    same tool failed 3 times.

    05  / TRUST

    It surfaces a person, or it stays quiet.

    Your policies decide what gets watched and when a person can be surfaced. Within never messages a customer on its own, never offers a discount, and never takes an action in your product. Every handoff goes to someone on your team who chose to be available.

    Session content is redacted at ingest, before anything is written. Identifiers are hashed, never stored raw.

    REDACTION PIPELINEruns before anything is stored
    01 · SESSION

    "Hi, I'm jane@acme.com, evaluating the premium plan for our team…"

    02 · REDACT

    "Hi, I'm jane@acme.com, evaluating the premium plan for our team…"

    emailnamephone

    Stripped at ingest, before write.

    03 · STORED

    "Hi, I'm , evaluating the premium plan for our team…"

    Signal · account · policy matched · outcome

    Identifiers hashed. No raw PII.

    SOC 2 Type II in progress.

    06 / FROM THE FOUNDER

    "I ran global sales operations and strategy at PitchBook Data for 10 years. Most of the revenue signal we chased was already stale by the time it reached a rep. Within exists because that signal now lives inside agent sessions, and the only useful moment to act on it is while the session is still open."
    Peter Townsend
    Peter TownsendFounder, Within
    Within logo

    Be in the agent conversation when revenue is on the line.

    Let Within's agent find the revenue moments in your MCP sessions. Your team takes it from there.

    Approved within one business day. PII redacted before storage.