Ask anything about your GTM data — in your tool or inside Upside
Your AI is only as good as the data you give it. Upside turns all your customer activity into one clean source of truth, then lets your whole team ask it questions — in the AI tool they already use, or with Upside's own agent.
Ask your GTM data
$1.8M
Enterprise pipeline
62%
From 3 campaigns
Grounded in
Natural-language question, evidence-backed answer — in the AI tool you already use.
Chatting with your data only works once the data is clean
Teams that pointed AI at their CRM got a different answer every time, because the data underneath was messy, duplicated, and missing half of what actually happened. Upside fixes that first: your accounts, opportunities, calls, emails, and touchpoints resolved into one identity-matched, timeline-reconstructed source of truth. Ask anything on top of it and the answer reflects what really happened, not whatever a half-connected export could see.
Salesforce
Marketo
Gong
One GTM datasetEveryone on your team gets the same answer
When the numbers change depending on who pulled them, every planning meeting turns into a debate about whose definition is right. Upside's librarian gives your whole team one shared, governed view of the data, so marketing, sales, and CS ask the same question and get the same evidence-backed answer. One source of truth instead of five spreadsheets that disagree.
"What drove Q3 pipeline?"
One trusted answer
$2.4M influenced — events led, then paid
Same definitions, same numbers, every team.
No more "it depends who you ask."
Ask in the AI tool you already use
You shouldn't have to adopt a new tool just to get answers. Connect the AI your team already lives in — Claude, ChatGPT, Cursor, Gemini, and more — to your unified Upside data through the MCP, and ask in plain language right where you already work. No vendor lock-in, and the tools you already pay for get more useful the moment they can reach clean, complete GTM data.
Or ask right inside Upside
Don't have an AI tool of your own, or want the question and the data to stay in one place? Ask Upside's built-in agent directly. Same unified data, same evidence-backed answers, nothing to set up or connect — type the question where your GTM data already lives and get the records behind every answer.
Don't just ask — build
The best answers shouldn't vanish when the chat closes. When a question becomes one your team asks every week, turn it into a live miniapp on the same data: a follow-up tracker, an account health board, a pipeline view your team checks Monday morning. Go from a one-time answer to a tool the whole team relies on, without a BI ticket or an engineering sprint.
“Things that used to take me hours to pull, I'm getting them in Upside in minutes. Instead of having to pick what questions to ask based on how long it will take to get a verifiable answer, with a quick MCP search, I'm uncovering issues I didn't even know existed.”
What you get when your data speaks your agent's language
What Upside unlocks
The questions that used to wait in a dashboard backlog get answered in the conversation where they came up, so leaders stay focused on impact instead of the queue.
Marketing, sales, and CS query the same unified dataset, so the answer does not depend on who pulled it or which export they used.
The agents your company already pays for get more useful the moment they can reach clean, complete GTM data, and they keep getting more useful as your data grows.
“What used to take 2-3 hours I can now do in a few clicks, and it's made me a smarter operations person than I've ever been in my career.”
Related use cases
Build interactive dashboards. Publish them to exactly the right people.
ExploreKnow the next play for every account.
ExplorePoint demand at the accounts already in-market.
ExploreGive every rep the next best move on every deal.
ExploreGrow the accounts you already won.
ExploreReach every lead before the moment passes.
ExploreQuestions? Answers.
Which AI tools work with the Upside MCP?
A growing set of AI tools. Upside integrates with platforms such as ChatGPT, Claude, Claude Code, Google Gemini, Gemini CLI, Cursor, Craft agents, Codex, Dust, Notion, Glean, Lovable, and Devin, and we add more as teams adopt them. This is what lets your team run natural-language queries for massive insights into GTM data, in the tools they already use.
Does Upside work with Claude?
Yes. Claude (Desktop, Claude Code, and claude.ai) is one of the most common ways teams use the Upside MCP today. The same connection also works with other supported AI tools like ChatGPT, Google Gemini, and Cursor, so you are not locked to a single assistant.
Is this just a chatbot on top of our CRM?
No. The agent reaches the unified dataset Upside builds: identity-resolved contacts, reconstructed timelines, extracted touchpoints, call transcripts, and emails, not raw CRM tables. Upside provides the clean foundation and the toolbox, the agent does the reasoning, and that combination is the difference between an answer and a guess.
How is access controlled, and is our data safe?
Access runs through your organization's authentication and is scoped to a single organization. It is read-only and sandboxed, on a SOC 2 compliant platform, so an agent can only see what your org's Upside workspace sees and cannot write back. The same posture that blocks 'just point AI at the warehouse' is the one that greenlights Upside in security review.
Do we need a data team to set this up?
No. Connecting a client typically takes minutes: add the Upside MCP in your AI tool's integration settings and authenticate with your Upside account.
Bring your own agent. We'll bring the data.
See the Upside MCP answer real questions on your own GTM data in a 30-minute walkthrough.