AgentlyLeads

Overview

AgentlyLeads is CS2’s own AI-native CRM — a multi-tenant SaaS where sales teams keep contacts, deals, pipelines, and email, and a Model Context Protocol connector hands the CRM’s tools to the AI assistant they already use. Ask in plain language — "who’s gone quiet since the demo?" — and the assistant searches records, reads the timeline, and drafts the reply. Every email it writes waits for human approval before it sends.

The challenge

What the business needed

Legacy CRMs bolt a chat box onto a database and still make the rep do the work: log the call, update the deal, remember the follow-up. CS2 wanted the inverse — a record system that comes to the rep through the assistant they already live in. Getting there means solving problems most CRM builds never touch: strict tenant isolation so one customer can never read another’s pipeline, an authorization model that an external AI client can use safely, governed tool access so an assistant can act without free rein, and production email infrastructure that actually lands in inboxes.

The build

What CS2 shipped

CS2 built the platform on Next.js and TypeScript with Prisma over PostgreSQL — 49 relational data models and 130+ REST API endpoints in production. An OAuth 2.1-secured Model Context Protocol server exposes the CRM’s governed tools to Claude and ChatGPT, with PKCE on the auth flow and explicit IDOR guards enforcing multi-tenant isolation. Outbound email runs on AWS SES with SPF, DKIM, and DMARC verification. The app deploys to AWS ECS Fargate through a zero-downtime CI/CD pipeline using OIDC federation, so no long-lived cloud credentials exist anywhere in the pipeline.

Highlights

What's on the site today

• 0149 relational data models and 130+ REST API endpoints in production
• 02OAuth 2.1-secured MCP connector — run the CRM from Claude or ChatGPT
• 03Every AI-drafted email waits for human approval before sending
• 04Multi-tenant data isolation enforced with explicit IDOR guards
• 05Zero-downtime deploys on ECS Fargate via OIDC-federated CI/CD

Tech stack

What it's built on

• Next.js + TypeScript
• PostgreSQL + Prisma
• MCP server (OAuth 2.1 + PKCE)
• Anthropic & OpenAI APIs
• AWS SES + IMAP two-way email
• AWS ECS Fargate
• Terraform

Outcome

How it operates today

AgentlyLeads runs in production today with a free tier (two seats, connector included) and paid plans. CS2 is its own first customer, running the company’s sales outreach on the platform daily. It also anchors CS2’s public-sector past performance: end-to-end proof that the firm designs, secures, ships, and operates multi-tenant SaaS, from the data model to the email deliverability to the cloud pipeline.