Altify, the creator of the Strategic Revenue Execution category and a premier Salesforce-native platform for enterprise B2B sales, has announced the release of Altify MCP v0.1.5. This update expands the Model Context Protocol (MCP) capabilities across three areas: Account Planning, Sales Process Manager, and Sales Methodology. These enhancements aim to bridge the persistent execution gap in enterprise revenue teams, where CRM platforms store data but lack guidance on action.
The Account Planning module now includes four dimensions: Account Health, Account Assessment, Account Insights, and Account Review. Account Health provides a portfolio-level view, allowing sellers to ask agents which accounts need attention, returning a structured summary scored on data completeness, engagement consistency, objective linkage, and relationship coverage. Account Assessment runs two simultaneous analyses—one on the account plan itself and another across linked opportunities—to surface gaps and risks. Account Insights connects planning to solution recommendations by anchoring outputs in the account's Insight Map. Account Review introduces AI-assisted preparation for key activities, including identifying vulnerabilities, flagging overdue actions, and generating coaching material for Test & Improve sessions, helping managers structure review conversations.
The Sales Process Manager receives its first MCP read capabilities, grounding agent guidance in structured process data. The AI agent can now read assigned sales processes, current stages, qualifiers, verifiable outcomes, importance weightings, and closure probability scores. The closure probability calculation matches the Altify Sales Process Manager page, ensuring consistency. Agents can also retrieve a list of active sales processes, helping sellers determine the most appropriate process for an opportunity.
Sales Methodology customization ensures that all MCP outputs reflect the organization's configured terminology and framework, supporting Altify's native methodology, MEDDIC, or homegrown variants. This consistency across analysis, assessments, call plans, vulnerability analysis, recommendations, and actions means sellers receive guidance aligned with their actual workflows. Administrators can configure custom terminology through Salesforce customization records without code changes, and changes take effect immediately.
Nigel Cullington, Chief Marketing Officer at Altify, emphasized the importance of consistency: "Enterprise revenue teams perform at their highest level when every part of their execution system reinforces the same methodology. With MCP v0.1.5, AI agent outputs now reflect the exact framework, terminology, and process structure that each organization has built."
The release is available now. Documentation for the methodology customization framework is available under Methodology Customization for Altify MCP in the Altify online help, along with an updated list of the five Altify MCP servers and their capabilities.
For enterprise sales leaders, this update means AI agents can now provide actionable, process-aligned recommendations directly within Salesforce, reducing the friction between strategy and execution. By integrating account planning, structured sales processes, and methodology consistency, Altify MCP v0.1.5 aims to help sellers and managers make better decisions faster, potentially improving deal qualification and revenue predictability.
