Headless Strategy / Reference Architecture
Systems of record stay headless. Agents read them & act where you work.
READ + WRITE · MODEL CONTEXT PROTOCOL
5 CONNECTORS · 4 OUTPUTS
Systems of Record
Strategy Engine
Output Surfaces
MCP Boundary
Salesforce
CRM
HubSpot
CRM · Marketing
Gong
Revenue intel
Clay
Data enrichment
ZoomInfo
Firmographics
Runs in
Slack
Cowork
Strategy
Engine
No interface of its own. It reasons over your systems of record and acts through the surfaces you already use.
Claude
Cowork
3 MCP connected
02
Insight generated
I found
3 enterprise deals
that stalled 14+ days after demo. Two lost exec-sponsor engagement — flagging as pipeline risk.
01
update_record
Salesforce
stage
Discovery →
Negotiation
close_date
Q3 →
Q4 FY26
next_step
Exec alignment call
03
Acme Corp — Discovery
GONG CALL · 38:12
Review
$120K Opp
1,200 employees
#
gtm-risk
04 · SLACK MESSAGE
SE
Strategy Engine
APP
9:41 AM
This is next quarter's risk
Acme Corp renewal — no exec sponsor engaged in
21 days
. $120K ARR at risk. Pulled from Gong + Salesforce.
4
3
Reply in thread
Headless = the systems of record hold the data; the agent supplies the interface & the action.