- Requester
- Maya Chen · person
- Started in
- Codex · MCP client
- Capability
- Customer renewal · v3.2
Requested work
“Prepare the Acme renewal brief, advance the opportunity from stage 2 to stage 3, and send the customer follow-up.”
- Prepare a cited renewal brief
- Advance the Salesforce opportunity from stage 2 to stage 3
- Send the reviewed customer follow-up
Runtime controls
- Current authority
- Maya Chen · delegated Salesforce access · renewal policy v7
- Data retrieved
- Account, opportunity, buyer, renewal date, and private note · 5 fields
- What AI receives
- Account, stage, buyer, and renewal date · private note withheld · release rule v4
- Exact approval
- Opportunity stage 2 → 3 · reviewed email to the named buyer
- Approval binding
- Revenue Operations · old and new values, recipient, and request digest
- Safe execution
- Read back CRM and check email status before any retry
Confirmed result
- Brief
- Ready · four source citations · private note absent
- CRM
- Stage 3 confirmed · Salesforce receipt retained
- Accepted once · provider receipt retained