The Automated Sales Stack

Browser agents, MCP servers and Claude: a reference architecture for technical sales teams. 28 pages.

The most useful AI setups do more than write text. They take actions: reading a web page, checking a CRM, saving a note. The Model Context Protocol (MCP) is an open standard for giving an AI agent those tools in a consistent way. This book is a hands-on guide to assembling an agentic sales stack from the browser, your CRM and your data providers, without losing control of security or quality.

You will learn the five layers of the stack and how to set up Playwright MCP for lead research. You will apply least-privilege access and defenses against prompt injection, and build a research-to-CRM workflow with structured JSON output and Python code for validation, scoring and writing back to the CRM. Then you will schedule and monitor the work with cron and launchd, handle errors, track cost and version your prompts. Five concrete agent recipes and a security and governance checklist finish the book.

Inside:

• The agentic sales stack: data, browser, agent, record and delivery layers
• Setting up and constraining Playwright MCP for ethical research
• Structured output, validation and CRM writes with runnable Python
• Scheduling, reliability, evaluation, cost tracking and prompt versioning
• Five agent recipes, a security checklist and a glossary