Build an agent

This builds one working agent: every Monday morning, post to #sales any deal closing this quarter that’s over $50k and hasn’t been touched.

Two ways to build one

You can build an agent in the Deal Brain web app or over MCP from a connected AI platform. Both reach the same agent.

Web app — click Agents in the left sidebar to open /app/dashboard/agents, then click New. The page also has a Run History tab for past runs.
MCP — describe the agent in plain language and Deal Brain builds it. The rest of this page follows this path, because every step is one prompt.

Before you start

Slack must be connected if you want the agent to post there
Team agents require the configure_agents permission; personal agents are yours to create

1. Create it disabled

Describe what you want. Deal Brain creates the agent in a disabled state.

Create a team agent called "Monday stalled deals". Every Monday at 8am Eastern, find open opportunities with a close date this quarter and an amount over $50,000, and post them to the #sales Slack channel.

Nothing runs yet. That’s intentional — you get to inspect it first.

2. Review it before it runs

Over MCP, ask Deal Brain to read the agent back to you:

Show me the "Monday stalled deals" agent — its filter, schedule, and whether it's ready to enable.

This tells you how the agent is configured and what’s blocking it, not which deals it would match. To see the matched deals, test the agent in the web app — the Agents page has a test surface for exactly this. Either way, check the filter here rather than finding out it was too broad in a Slack channel at 8am Monday.

3. Refine the filter

Tighten that filter: also require that the account industry is not "Education", and exclude anything already marked closed.

Filters combine with and / or / not, so you can build up something specific:

and:
  - IsClosed        eq       false
  - Amount          gt       50000
  - CloseDate       between  [quarter start, quarter end]
  - account.industry neq     "Education"

See the filter reference for every available field and operator.

4. Choose what it posts

An action is either literal text or a rendered Canvas template. Canvas is the better option for anything you want formatted consistently.

Have that agent post using our "Weekly pipeline review" canvas template instead of plain text.

An agent can have up to 10 actions.

5. Enable it

Enable the "Monday stalled deals" agent.

Enabling validates dependencies. If it fails, you’ll get a specific blocker — a disconnected Slack channel, a missing canvas template, or insufficient execution authority — rather than a silent no-op.

6. Adjust later

Any configuration change disables the agent again:

Change "Monday stalled deals" to run Tuesdays at 7am instead, then re-enable it.

Remember the re-enable. A common surprise is editing an agent, walking away, and wondering why it stopped posting.

Deleting an agent is a soft delete. Disable it instead if you might want it back.

Getting Started

Connect your context

Capabilities

Administration

Your Data

Help

Two ways to build one

Before you start

1. Create it disabled

2. Review it before it runs

3. Refine the filter

4. Choose what it posts

5. Enable it

6. Adjust later

​Two ways to build one

​Before you start

​1. Create it disabled

​2. Review it before it runs

​3. Refine the filter

​4. Choose what it posts

​5. Enable it

​6. Adjust later

Two ways to build one

Before you start

1. Create it disabled

2. Review it before it runs

3. Refine the filter

4. Choose what it posts

5. Enable it

6. Adjust later