AI AGENT • SALESFORCE • NETSUITE
AI Agent for Quote-to-Cash
Revenue operations ran across three disconnected systems: sales in Salesforce, finance in NetSuite, and quoting, subscriptions and pricing in MonetizeNow. Built an AI agent with a typed tool layer spanning all three APIs. Every tool validates its inputs, uses scoped credentials and runs read-only by default, with write operations gated deliberately. The agent plans multi-step work across systems, holds conversation memory, and cites which system each fact came from.
Main Portions
NodeJS • Typescript • OpenAI • Salesforce API
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