✦45 MCP tools · Claude Code integration

Deal intelligence,
run by your AI agent.

senSEi is the intelligence layer for Okta SEs. Connect it to Claude Code via MCP — then one command imports Zoom calls, sweeps Slack signals, attaches Drive docs, and runs full deal analysis.

CoM synthesis, presales fields, state diagrams, BV slides, POC guide — extracted from what was actually said, written for manager review, ready before the forecasting call.

Sign in with Okta →Set up MCP →

How it works

Connect once. Then just ask.

🔌
Step 1
Connect via MCP
Paste the senSEi MCP URL and your API key into Claude Code. Takes 30 seconds. No local server, no setup.
→
📥
Step 2
Pull in context
Import Zoom calls, sweep Slack channels, attach emails from Gmail, link RFPs from Drive — all in one command.
→
🧠
Step 3
Run analysis
Ask Claude to run CoM synthesis, presales extraction, state diagrams, BV slides, or a full POC guide. One tool call.
→
📊
Step 4
Deal data stays current
Intelligence lands in your senSEi notebook. Presales fields, stakeholder map, health score — all updated, ready for your manager.
✦Multi-MCP power workflows

What becomes possible when your tools talk to each other

Connect senSEi MCP with Slack, Gmail, Zoom, Drive, Calendar, and Lucid in Claude Code. One command runs workflows that used to take an hour.

🔄
Full Meeting Lifecycle
ZoomGmailCalendarsensei
"Import the Acme discovery call from Zoom, analyze the transcript, then draft a follow-up email for review"
"Create the next QBR stub in sensei from my Calendar invite, with all prior meeting context pre-loaded"
🧠
Complete Deal Intelligence
SlackGmailDrivesensei
"Sweep the last 3 weeks of #acme-corp, add email threads from Sarah, attach the RFP from Drive, then re-run CoM synthesis"
"Search all deal channels for pricing objections this month, cross-reference our emails, and flag which opps need attention"
🎯
Executive QBR Prep
ZoomGmailDriveLucidsensei
"Pull the last 5 Zoom calls, build a current-state diagram in Lucid, generate BV slides, and save the brief to Drive"
"Generate a QBR one-pager from CoM + state analysis + deal health and export it to Drive as a shareable doc"
✦Set up Claude Code + senSEi MCP in 5 minutes →
✦ Presales fields — extracted from every call, ready when you need them

Every field your manager asks about on forecasting calls. AI extracts them from transcripts and keeps them current in senSEi.

✓
Presales Stage
1-Assigned through 8-Zombies
✓
Presales Confidence
High, Low, or Not Forecasted Quarter
✓
Technical Differentiation
Superior, Neutral, or Inferior vs competition
✓
Presales Concern
Competitor, Price, Political Alignment, Timing...
✓
MDP Status
Too Early through Handoff Complete
✓
POC Status
Upcoming, Started, or Complete
✓
Risks / Gaps
Technical blockers and product gaps
✓
Presales Notes
Running log in mm/dd/yy format

Built for how Okta SEs actually work

One workspace. No context switching between SFDC, notes, email, and your POC tracker.

📓
Account Notebook
Accounts, opportunities, meetings, and contacts in one hierarchy. Everything structured the way SFDC expects.
🎯
Sales Intelligence
CoM fields, Mantra script, Business Value slides, and deal Signals — all in the Sales tab. Everything an SE needs from first call to close.
🔬
POC Guide
Use cases, AI-generated build steps, milestone schedule, and one-click PDF export. Full POC guide extracted from transcripts in a single pass.
✦
MCP Server
45 tools for reading accounts, meetings, transcripts, and writing back to the inbox. Connect Claude Code in 30 seconds — no local server needed.
📋
Tasks Board
Action items from every meeting surface on your Kanban board. Nothing falls through after a call.
🤖
AI Agents
12 agents: CoM synthesis, 3 Whys, state diagrams, presales extraction, BV slides, stakeholder mapping, next actions, meeting prep and follow-up. Run via Claude Code.

Your next forecasting call is in an hour.

Connect senSEi to Claude Code. Let it pull the context, run the analysis, and update your deals. Show up with the answers already written.

Sign in with Okta →

Internal Okta tool. Sign in with your Okta account.