Shared agents for B2B SaaS
Build agents, automations, and apps your B2B SaaS team can manage together. The end-to-end revenue-and-product stack: CRM and sales engagement, product analytics and CDP, subscription billing, in-app support, roadmap/feedback, plus source control and observability that keep the product shipping.
Shared integrations for B2B SaaS
Connect once and share access with agents, automations, apps, and teammates, with granular permissions.
Connect Salesforce to Claude in type.com to add leads and contacts to campaigns, add products to opportunities, and run lead assignment rules.
Connect Pipedrive to Claude in type.com to add deals, organizations, and activities, create custom activity types, and log notes from a sales thread.
Connect Apollo to Claude in type.com to bulk enrich people and companies, move account stages, and add qualified contacts to Apollo email sequences.
Connect Zoominfo to Claude in type.com to enrich companies and contacts, add intent and news signals, and fill in location data for account research.
Connect Stripe to Claude in type.com to create invoices, manage subscriptions, and issue refunds from a shared finance thread.
Connect Maxio to Claude in type.com to allocate components, apply coupons, and archive pricing from a shared billing thread.
Connect Mixpanel to Claude in type.com to run funnel and retention analysis, explore event data, and update dashboards from a shared thread.
Connect Amplitude to Claude in type.com to manage annotations, check cohort exports, and handle user deletion requests from a thread.
Connect PostHog to Claude in type.com to add people to static cohorts, share dashboards with collaborators, and assign project and organization roles.
Connect Segment to Claude in type.com to label and delete sources, send batched analytics events, merge user IDs, and review daily API call usage.
Connect Intercom to Claude in type.com to assign conversations, tag and archive contacts, manage subscriptions, and attach contacts to companies.
Connect Zendesk to Claude in type.com to preview macros on tickets, look up users and problem tickets, and check brand host mappings from a thread.
Connect Productboard to Claude in type.com to tag feedback notes, add followers, and create companies from a shared thread.
Connect Canny to Claude in type.com to tag posts, change post status, and publish changelog entries from a shared product thread.
Connect GitHub to Claude and Codex in type.com to open issues and pull requests, commit file changes, triage labels, and dispatch Actions workflows.
Connect GitLab to Claude in type.com to open issues, create branches, and archive finished projects from a shared engineering thread.
Connect Datadog to Claude in type.com to create monitors, SLOs, and dashboards, schedule downtimes for maintenance, and post deploy events.
Connect PagerDuty to Claude in type.com to pull incident metrics, map service dependencies, and manage workflow triggers.
Connect LaunchDarkly to Claude in type.com to apply approved flag changes, copy flags across environments, and manage teams.
Connect Gong to Claude in type.com to load call recordings, review rep activity stats by period, and enroll prospects in Gong flows from a team thread.
Connect Reply.io to Claude in type.com to enroll contacts in sequences, manage statuses, and connect inboxes from a thread.
Connect Granola to Claude in type.com to search meeting notes, pull summaries, and surface action items in a shared channel.
Connect PostgreSQL to Claude in type.com so your team can query production data, inspect schemas, and review results without a separate SQL client.
Skills for your shared agents
Reusable instructions, scripts, and assets your agents and teammates can use together.
Queries Stripe and Maxio to break down net new MRR, expansion, contraction, and logo/dollar churn, then charts the cohort trends inline.
Reads the connected Salesforce or HubSpot CRM to flag stale opportunities, missing close dates, and deals stuck past their stage SLA before forecast calls.
Pulls a Gong call transcript, extracts next steps, risks, and competitor mentions, and drafts the CRM activity note and follow-up email for the rep to approve.
Cross-references Sentry errors, PostHog/Amplitude funnels, and Canny requests to tie a customer complaint to the underlying release, event drop, or feature gap.
Aggregates product usage, support tickets, and expansion signals to flag at-risk and high-growth accounts with a recommended next action for the CS team.
Tracks renewal dates and drafts renewal proposals or expansion upsells before expiry, syncing them to the CRM for rep follow-up.
Collects sales-call notes and lost-deal feedback to identify winning positioning, common objections, and emerging competitive threats.
Shared automations for B2B SaaS
Start work on a schedule or from Slack, webhooks, email, feeds, and supported app events.
Posts overnight new subscriptions, upgrades, downgrades, and failed payments from Stripe and Maxio with MRR delta versus yesterday.
Forwards the PagerDuty incident plus correlated Sentry and Datadog signals into the on-call channel and pages the owning engineer.
Summarizes the request, links the requesting account's ARR from the CRM, and drafts a Productboard entry for the PM to triage.
Watches the new account's PostHog activation events and pings the AE in Slack with a tailored Apollo/Reply.io outreach draft if activation stalls.
Pulls renewal dates, expansion ARR opportunities, and at-risk churn signals from Stripe and the CRM to guide forecast calls and territory reviews.
Monitors failed payments and escalates with a dunning email cadence before the subscription pauses or churns.