Deal Memory for AI Agents

Hindsight is the deal memory layer for your GTM stack. It continuously turns the evidence scattered across calls, emails, CRM records, documents, and warehouse data into a verified, structured memory of each account and opportunity. The result is more than a deal summary. Hindsight reconstructs what happened, why it happened, and how the team executed; preserves the supporting evidence; and makes relevant prior experience available when a new opportunity needs it. Your team and AI agents can query that memory directly through the Model Context Protocol (MCP) or the REST API. For RevOps and enablement, this creates a dependable operating record without relying on manual CRM hygiene. For AI engineers, it provides a cited, workspace-scoped tool surface—without building ingestion, retrieval, entity resolution, comparison, and verification infrastructure for every workflow.

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Why deal memory

Every opportunity generates experience, but most organizations cannot reuse it. The evidence is distributed, inconsistently labeled, and difficult for a person—or an agent—to evaluate in the context of the next deal.

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How Hindsight builds deal memory

At the core is the Analyze Engine. For each deal, it aggregates related calls, emails, CRM records, documents, and other available evidence. It reconciles that evidence into an account and deal record that captures the commercial context, outcome, and supporting sources. The memory captures dimensions that make past experience comparable and reusable: buyer and stakeholder context, product signals, competitive position, decision drivers, commercial fit, and sales execution. As new evidence arrives and deals advance, Hindsight refreshes the record rather than leaving a point-in-time summary behind. Every tool reads from this memory layer. Retrieval, reconciliation, and evidence linking happen server-side, so agents can work from clean, cited context instead of reprocessing raw transcripts on every call.

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Data sources

Your CRM is the backbone — and the only required source. Connect Salesforce or HubSpot and Hindsight pulls each opportunity and its associated objects, along with the related account and contact objects. You control exactly which properties come across from the CRM settings page in your dashboard. For many teams that’s enough on its own—the CRM is already the centralizer, and Hindsight builds the verified deal memory from what is there. Context sources are optional enrichment. When you want more than what lives on the CRM record — full call transcripts and the actual content behind a deal — connect dedicated sources and Hindsight ingests the full signal: Hindsight is format-flexible: PDFs, Office files, Markdown, audio, and video are all ingested, and call recordings are transcribed automatically.

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Sync & analysis cadence

By default, Hindsight pulls the latest from connected integrations every 12 hours while a deal is open and continues for 14 days after it closes. By default, deal analysis re-runs on every stage change and whenever new context sources are uploaded—so the deal memory stays current as the opportunity moves. You control when deal analysis runs. Enterprise customers can also configure custom integration sync schedules to match their data-refresh and operating requirements.

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Query and apply the memory

Hindsight is API-first. Query account and deal memory through two integration surfaces, then use the resulting experience in your agents, applications, and operating workflows. Rule of thumb: use MCP when your model should choose the tools and control the execution path. Use the REST API when you want Hindsight to orchestrate retrieval and synthesis, then return a cited answer. Authentication is the same for both — a Bearer API key scoped to your workspace. Generate one from Settings → API Keys in the Hindsight app.

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Tools available

The MCP server exposes the deal memory layer as a focused set of tools. They fall into seven groups. Most agent workflows start with fetch_hindsight_context to learn the workspace’s competitors and deal stages, then branch into the relevant group.

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Context & schema

Orient the agent before it queries — what competitors and stages exist, and what fields the deal grid has.

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Deals & pipeline

Find, triage, and read individual deals and their underlying documents.

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Competitive intelligence

Query your competitive content and saved intel.

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Knowledge base

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Live web research

Reach beyond stored data for current market and competitor information.

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Quantitative analysis

Build and analyze structured datasets from the deal grid for win-rate, trend, and segment questions.

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Write back

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What this enables

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Trust & governance

User-scoped OAuth, role-based access control, and SOC 2 compliance. Every answer is scoped to your workspace and traceable to its source documents.

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Next steps