Altify, the creator of the Strategic Revenue Execution category and premier Salesforce-native platform for enterprise B2B sales, has announced the release of Altify MCP v0.1.5. This update introduces new AI agent functionality across three critical areas: Account Planning, Sales Process Manager, and Sales Methodology. The release aims to close the persistent execution gap that plagues enterprise revenue teams, where CRM systems store deal data but fail to guide sellers on how to act on it.
According to Altify, the gap has widened as AI-generated recommendations often surface without reference to the structured sales processes organizations have defined, and agent outputs default to terminology that conflicts with the frameworks revenue teams actually follow. The result is guidance that sellers cannot rely on, creating distance between revenue strategy and field execution.
The v0.1.5 release expands Altify's Model Context Protocol (MCP) capabilities, which serve as the integration layer allowing AI agents to read and act on structured Salesforce data through natural language. With this update, agents can now assess account health across the full portfolio, read qualifiers and closure probabilities for individual opportunities, and adapt every output to the sales methodology the organization has configured.
The Account Planning enhancements enable AI agents to assess, analyze, and act on account plan data across four dimensions: Account Health, Account Assessment, Account Insights, and Account Review. Account Health provides a portfolio-level view, allowing sellers to ask which accounts need attention and receive a structured summary scored against consistent health signals. Account Assessment goes deeper by running complementary analyses on both the account plan and all linked opportunities to surface specific gaps and risks. Account Insights connects strategic planning to solution recommendations based on the customer's confirmed pressures. Account Review introduces AI-assisted preparation for key activities, including identifying gaps and generating coaching material for Test & Improve sessions.
The Sales Process Manager module receives its first MCP read capabilities, closing a gap where agent-generated opportunity guidance was disconnected from the structured process the seller was following. The AI agent can now read the full Sales Process Manager data, including the assigned sales process, current stage, qualifiers, verifiable outcomes, and closure probability score. The closure probability calculation uses the same formula as the Altify Sales Process Manager page, ensuring consistency between agent outputs and what sellers see in Salesforce.
The third area of the release addresses consistency by ensuring all MCP capabilities honor the sales methodology configured for the organization. Whether an organization uses Altify's native methodology, MEDDIC, or a homegrown variant, every capability draws on the organization's customized settings. Administrators configure custom terminology through Salesforce customization records without code changes, and changes take effect immediately. This ensures that seller guidance aligns with the exact framework and terminology the revenue team uses.
“Enterprise revenue teams perform at their highest level when every part of their execution system reinforces the same methodology,” said Nigel Cullington, Chief Marketing Officer, Altify. “With MCP v0.1.5, AI agent outputs now reflect the exact framework, terminology, and process structure that each organization has built, so sellers receive guidance that aligns with how they actually work, not how a default system assumes they work.”
The behavioral impact extends beyond terminology substitution. Sellers can use their natural language—such as “org chart” instead of “relationship map”—and the agent maps the intent to the correct system concept. This reduces the learning curve and ensures consistent methodology reinforcement across call plans, account reviews, and opportunity assessments.
Altify MCP v0.1.5 is available now. Documentation for the methodology customization framework is available under Methodology Customization for Altify MCP in the Altify online help.
