PulseAgent FAQs

Question 1

What is PulseAgent?

Accepted Answer

PulseAgent is an MCP (Model Context Protocol) server that allows AI coding assistants (like Claude Code, Cursor, and Codex) to manage AI digital workers, CRM contacts, sales pipelines, and SDR trials directly from your development environment using natural language.

Question 2

Which AI coding assistants are compatible with PulseAgent?

Accepted Answer

PulseAgent is designed to integrate seamlessly with Claude Code, Cursor, and Codex, enabling you to extend the capabilities of your AI assistant within these platforms.

Question 3

What kind of tasks can I perform with PulseAgent?

Accepted Answer

You can list and interact with AI digital workers, manage CRM contacts (list, search, filter, create), retrieve comprehensive sales pipeline statistics, and check the status of WhatsApp SDR trials.

Question 4

How do I install and configure PulseAgent?

Accepted Answer

Installation is simple via `pip install pulseagent-mcp-server`. Configuration involves setting your `PULSEAGENT_API_TOKEN` as an environment variable and adding a small JSON snippet to your AI assistant's settings file (e.g., `~/.claude/settings.json` or `.cursor/mcp.json`).

Question 5

Can PulseAgent help manage my sales process?

Accepted Answer

Yes, PulseAgent provides tools to retrieve detailed sales pipeline statistics (deals by stage, values) and manage CRM contacts, allowing your AI assistant to assist with sales-related inquiries and tasks.

PulseAgent

PulseAgent

Características Principales

Casos de Uso

Características Principales

Casos de Uso