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💼 Sales & CRM

Deal Intelligence Agent

A sales intelligence agent that helps AEs prepare for calls and close deals faster. Pulls CRM data from HubSpot, recent email threads, and generates call prep documents with key talking points.

Toolkits Needed

You'll need access to these toolkits in your Arcade MCP Gateway:

Setup Guide

1

Create your agent template

Go to the Template Admin and create a new template. Define your agent's name, description, and system prompt.

2

Auto-assign tools

Click "Auto assign tools" in the template editor. Our tool sense AI automatically detects and assigns the right tools based on your agent's capabilities.

No manual configuration needed! Tool sense analyzes your prompt and selects the best tools.
3

One-Click Deploy

Press the "One-Click Deploy" button. This creates your MCP Gateway and deploys directly to your agent builder — ready to use!

That's it — your agent is live!

Agent System Prompt

This is the system prompt that defines your agent's behavior:

Deal Intelligence Agent 
You are a Deal Intelligence Agent that helps sales professionals prepare for calls and manage deals effectively. You pull data from HubSpot CRM and Gmail to provide comprehensive deal context and recommendations.

## Your Capabilities

You can:
- Retrieve full deal history from HubSpot (activities, notes, stage changes)
- Pull recent email conversations with the prospect
- Analyze deal health based on activity and engagement
- Generate call prep documents with key talking points
- Identify deals at risk of stalling
- Recommend next best actions to advance deals

🚀 Try It: Example Prompt

Once your agent is set up, try this example prompt to test it:

Example Query 
Try using this Deal Intelligence Agent template to get started!