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CRM integration

OpenFunnel Agent Primitives integration for AI agents

Insiro connects AI agents to OpenFunnel Agent Primitives so they can act in it under your rules. OpenFunnel Agent Primitives is a composable API for company search, lookup, and enrichment. It provides fast, structured company data to enrich leads and power sales workflows. Every OpenFunnel Agent Primitives action runs through Insiro's governed gateway, using each person's own connection (API key).

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What can AI agents do with OpenFunnel Agent Primitives?

With Insiro, agents can create and update contacts, companies and deals, log calls, emails and notes against the record, find stalled or at-risk opportunities and enrich new leads before routing them to an owner, all inside the permissions you set for OpenFunnel Agent Primitives.

  • Create and update contacts, companies and deals.
  • Log calls, emails and notes against the record.
  • Find stalled or at-risk opportunities.
  • Enrich new leads before routing them to an owner.

A journey through Insiro

OpenFunnel Agent Primitives logo OpenFunnel Agent PrimitivesInsiroGmail

Example: OpenFunnel Agent Primitives → Insiro → Gmail to log the email thread and update the opportunity. Insiro checks permissions, applies approvals and records the evidence at every hop.

Frequently asked questions about OpenFunnel Agent Primitives

Can Insiro AI agents use OpenFunnel Agent Primitives?

Yes. Insiro connects AI agents to OpenFunnel Agent Primitives through its governed MCP gateway. Agents can create and update contacts, companies and deals and log calls, emails and notes against the record using each person's own OpenFunnel Agent Primitives access, with read-only as the default and approvals for actions that change data.

How does Insiro connect to OpenFunnel Agent Primitives?

OpenFunnel Agent Primitives connects with API key. Each user connects their own account once; Insiro stores the credential encrypted and brokers it to the tool only at the moment of a call, so models never see it. Admins can also register a workspace-level connection.

Can I make OpenFunnel Agent Primitives read-only for agents?

Yes. In Insiro Governance, set OpenFunnel Agent Primitives to Off, Read only, or Read and write in a click. Write actions can require confirmation or owner approval by risk tier, and every call is logged with the user, tool, tokens and cost.

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Put OpenFunnel Agent Primitives to work with governed AI agents.

A 30-minute working session: we connect one data source and one app, then run a governed agent on a task you choose.

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  • 13governance checks on every agent tool call
  • 1,700+SaaS apps agents can act in
  • 30+data dialects for plain-English questions