Sales Agent

An AI sales teammate that works inside your own CRM and inbox. Ask it to prep a call, chase a quiet deal, log a meeting or add a lead: it shows you a plan, looks things up in Attio or HubSpot and Gmail, and drafts the email or the CRM update. Nothing is saved or sent until you approve it.

Built on One Connect. Your users connect their own tools through One's hosted consent page and choose how much access to give. The app never sees a password or an API key for Attio, HubSpot, Gmail or Resend, and One checks every call against what the user granted.

What it does

• Plans first. For anything with more than one step, the agent posts a checklist that ticks off as it works.
• Works in your tools. CRM: Attio or HubSpot. Email: Gmail (read threads, draft, send) or Resend (send from your domain).
• Asks before it writes. Every send, draft, note, task or record change stops on an approval card. Emails are editable (To, Subject, Message) before you approve; decline with a note and the agent adjusts.
• Stays inside the grant. If the user granted read-only access, a write is refused by One before it reaches the provider, and the agent says which access is missing.
• Keeps history in the browser. Conversations live in IndexedDB. The server is stateless.

Run it

npm install
npm run dev

It starts in demo mode on sample data, so you can see the whole flow (plan, lookups, approval card) before connecting anything. Try "Chase quiet deals" or "Prep my next call".

Connect it for real

1. Create a Connect app at app.withone.ai → Developers → Connect → New app.

   • Redirect URI: http://localhost:3000/api/one/callback (add your production URL too when you deploy).
   • Ask for Attio, HubSpot, Gmail and Resend, read and write. This gives you a permission set id.

2. Get a Claude API key at console.anthropic.com.

3. Copy .env.example to .env and fill in:

   ONE_CLIENT_ID=...
   ONE_CLIENT_SECRET=one_secret_...
   ONE_PERMISSION_SET=...
   ANTHROPIC_API_KEY=sk-ant-...

4. npm run dev, click Connect your apps, and pick your CRM and email.

How it works

The agent has exactly four tools, the same ones One's MCP server and CLI expose:

Tool	What it does
list_one_integrations	What the user connected, and the access each grant allows
search_one_platform_actions	Find the API action for a task on a connected platform
get_one_action_knowledge	Read that action's docs before calling it
execute_one_action	Run it through One, with the user's grant enforced

Nothing in the code is specific to Attio, HubSpot, Gmail or Resend. The sales behaviour is the system prompt in lib/agent.ts; the reach is whatever the user granted. Add Slack or Google Calendar to the Connect app and the agent can use them with no code change.

File	What's in it
lib/agent.ts	The agent loop (Claude, streaming), the system prompt, the approval pause
lib/one-tools.ts	The four One tools
lib/session.ts, proxy.ts	The Connect token pair, sealed in an HttpOnly cookie (AES-256-GCM) and refreshed ahead of expiry
app/api/one/[action]/route.ts	Connect's authorize and callback routes
lib/db.ts	IndexedDB storage for conversations and the rep's profile
lib/demo.ts	The scripted demo run

Deploy

Any Node host works (Vercel, Railway, Replit). Set the same env vars, and set ONE_REDIRECT_URI to https://<your-domain>/api/one/callback, registered on the Connect app.

License

MIT