SELL AND SAVE ACCOUNTS THROUGH YOUR MCP SERVER

Your customers are in AI agent sessions.Meet them there.

Within watches your MCP server for the sessions that carry revenue, from blocked upgrades and expansion intent to stalled workflows, then brings the right account owner into the live session before it ends.

Book a 15-minute demo
Claude
Claude
Claude14:32:04
run_cohort_analysis
PREMIUM_CAPABILITY_NOT_ENABLED
Claude
Claude14:32:13

Sarah on the Northstar team can enable this for your workspace. She's online now.

Withinconnect_to_teamResolved

Sarah from Northstar CS team joined.

14:32:15
S

Hi! I have enabled your workspace for Cohort_Analysis for the evaluation. Retry when ready.

14:33:02
Thanks for the upgrade. I will retry now.14:33:04
Message Sarah
Reply to Claude…Claude

Works with your existing MCP server. One tool to add, nothing to rebuild.

01 / WHY NOW

Your best customer moments are moving inside agents.

Prospects evaluate your product through agents. Customers expand, struggle, and churn through agents. By the time your revenue team knows, the session is over.

Within reads structured MCP activity as it happens and turns it into signals your team can act on, in real-time.

agent surfaces
Claude logo
ChatGPT logo
Gemini logo
Perplexity logo
Meta AI logo
Custom agent logo
NORTHSTAR MCP SERVERlive
13:42search_contacts
13:43enrich_contacts
13:44run_cohort_analysis (PREMIUM FEATURE)
13:45run_cohort_analysis (PREMIUM FEATURE)
13:46run_cohort_analysis (PREMIUM FEATURE)
REVENUE MOMENT DETECTED

Premium feature reached + growth account = Expansion signal

account context
Account name
Acme Corp
ARR
$180K
Renewal
43 days
Plan
Pro
Account owner
Sarah Chen
Last touch
2 days ago
Open opportunity
Expansion

02 / HOW IT WORKS

You decide when a human steps in.

Within detects. Your policy decides. A person steps in.
01

Detect

Within watches every agent session for the signals your policies define: repeated failures, premium capability access, high-value account activity, integration attempts. Matching sessions move to the decision layer.

session score
run_cohort_analysispremium
run_cohort_analysisPREMIUM
run_cohort_analysisPREMIUM
session signal: premium tool blocked x3
02

Decide

Your intervention policies determine which moments qualify and who steps in: the account owner, the right specialist, whoever is actually available. Availability reads from Slack presence and calendar, or from a status your team sets.

intervention policy
Account
Growth
Owner
Sarah Chen
Availability
Online
rationale

Growth account hit a premium feature that was blocked. ARR and renewal timing make expansion the right next move.

03

Step in

The offer appears inside Claude or ChatGPT, in the agent conversation itself. No portal, no chased meeting, no form. The agent session continues either way. The offer never blocks the task.

live conversation
SC

Sarah Chen

Customer Success  · Northstar

Connected

Sarah joined · via Within

Hi! I saw the cohort tool blocked on premium. I've enabled it for your evaluation.

Thanks for the upgrade. I will retry now.

EXAMPLE INTERVENTION POLICY
EXPANSION MOMENT
Offer

Connect Sarah (Customer Success)

Reason

Growth account hit a premium feature gate three times in one session. ARR and renewal timing make expansion the right next move.

Expansion signalAccount executive available

03 / INTERVENTION MODES

Three ways a human enters the conversation.

Offers start from your team, your rules, or the reasoning agent. Every path runs through the same gate: an offer is never made unless a named, qualified person is ready to take the conversation right now.

Manual

Your team watches live and offers to step in, straight from the session view. Full human judgment, zero automation.

TRIGGERED BY YOUR REP
Policy

Your rules fire automatically when a policy matches. An offer goes out only if a qualified person is available.

TRIGGERED BY YOUR RULES
Reasoning agent

The reasoning agent spots revenue signal your rules missed and recommends an offer with rationale. It fires only when someone from the matching team is free to take it.

TRIGGERED BY THE AGENT
Availability gate

Is a qualified person ready right now?

YesOffer in the conversation

Inside the MCP result

NoNo offer made

Session continues as normal

04 / USE CASES

One intervention layer.
Every revenue team.

Sales

Turn product intent into pipeline.

A prospect reaches a premium capability or shows strong buying intent through an agent. Your AE steps into the conversation, live, while the evaluation is happening.

Customer Success

Catch expansion and churn before the decision is made. 

A growth account crosses a usage threshold, or a strategic customer starts struggling with a critical workflow. Step in before the renewal conversation is already decided.

Solutions

Guide high-value implementations.

A customer hits a configuration or integration step where specialist help changes whether they land. Bring in the person who gets them live.

Support as revenue protection

Resolve failures before they become churn.

Repeated errors on a strategic account are not a ticket, they are a renewal risk. Offer help inside the moment, not in a queue.

05 / TRUST

It surfaces a person, or it stays quiet.

Your policies decide what gets watched and when a person can be surfaced. Within never messages a customer on its own, never offers a discount, and never takes an action in your product. Every handoff goes to someone on your team who chose to be available.

Session content is redacted at ingest, before anything is written. Identifiers are hashed, never stored raw.

REDACTION PIPELINEruns before anything is stored
01 · SESSION

"Hi, I'm jane@acme.com, evaluating the premium plan for our team…"

02 · REDACT

"Hi, I'm jane@acme.com, evaluating the premium plan for our team…"

emailnamephone

Stripped at ingest, before write.

03 · STORED

"Hi, I'm , evaluating the premium plan for our team…"

Signal · account · policy matched · outcome

Identifiers hashed. No raw PII.

SOC 2 Type II in progress.

06 / FROM THE FOUNDER

"I ran global sales operations and strategy at PitchBook Data for 10 years. Most of the revenue signal we chased was already stale by the time it reached a rep. Within exists because that signal now lives inside agent sessions, and the only useful moment to act on it is while the session is still open."
Peter Townsend
Peter TownsendFounder, Within
Within logo

Be in the agent conversation when revenue is on the line.

Get the human intervention layer running on your MCP server today.

We reply within a day and configure your first intervention policy with you.
PII redacted before storage.