Overview
AgentlyLeads is CS2’s own AI-native CRM, a multi-tenant SaaS where sales teams keep contacts, deals, pipelines, and email. A Model Context Protocol connector hands the CRM’s tools to the AI assistant the team already uses. Ask in plain language ("who’s gone quiet since the demo?") and the assistant searches records, reads the timeline, and drafts the reply. Nothing it writes goes out without human approval.
The challenge
What the business needed
Legacy CRMs bolt a chat box onto a database and still leave the rep doing the data entry and chasing the follow-ups. CS2 wanted the inverse: a record system that comes to the rep through the assistant they already live in. Getting there meant solving problems most CRM builds never touch. One customer can never be allowed to read another’s pipeline. An external AI client needs an authorization model it can use safely, and governed tool access so it can act without free rein. And the production email infrastructure has to actually land 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 that uses OIDC federation, which means no long-lived cloud credentials exist anywhere in the pipeline.
Highlights
What's on the site today
- 49 relational data models and 130+ REST API endpoints in production
- OAuth 2.1-secured MCP connector, so you can run the CRM from Claude or ChatGPT
- Every AI-drafted email waits for human approval before sending
- Multi-tenant data isolation enforced with explicit IDOR guards
- Zero-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 and runs the company’s sales outreach on the platform every day. It also anchors CS2’s public-sector past performance: end-to-end proof that the firm can design, secure, ship, and operate multi-tenant SaaS, from the data model all the way out to email deliverability and the cloud pipeline.
What this proves
CS2 doesn’t just build software for others. It ships and operates its own multi-tenant AI SaaS in production.