APEX AI PARTNER

A services consulting firm running Twenty CRM in full agent mode. Ask about pipeline, prep for client meetings, track delivery risk — all via natural language to the Twenty GraphQL API.

NL→GQL
AI Query
MCP
Tool Use
4
Domains
EDGE
Cloudflare
Live from Twenty CRM
OPPORTUNITY PIPELINE
The agent reads and writes directly to Twenty via GraphQL. Every stage change, note, and task the AI creates appears here in real time.
Qualifying 3
Digital Transformation Roadmap
Nedbank Group
R 1.8M 8d
HR Process Redesign
Momentum Metropolitan
R 640K 4d
Supply Chain Optimisation
Spar Group
R 920K 12d
Proposal 4
AI Strategy & Adoption
Old Mutual Insure
R 2.4M 38d ⚠
Operating Model Review
Capitec Bank
R 1.6M 14d
Cloud Migration Strategy
Tiger Brands
R 780K 31d ⚠
Cost Reduction Programme
Pepkor Holdings
R 1.1M 9d
Negotiation 2
Group Finance Transformation
Absa Group
R 3.2M 6d
ESG Reporting Framework
Anglo American
R 960K 3d
Won (Q1) 5
IT Governance Review
Discovery Health
R 1.4M ✓ Mar 10
People Analytics Programme
Standard Bank
R 2.1M ✓ Feb 28
Digital Sales Enablement
Rand Merchant Bank
R 890K ✓ Feb 14
Agent Architecture
HOW APEX AI IS BUILT

The AI agent runs on the Cloudflare edge. Consultants authenticate via magic link, then query Twenty CRM directly through natural language. The MCP server gives the agent write access — it can create notes, tasks, and update opportunities without leaving the chat.

ConsultantBrowser / CLI
→
CF WorkerAuth + Router
→
Workers AINL → GraphQL
→
Twenty CRMGraphQL API
+
MCP ServerTool Use
Cloudflare Pages CF Workers Workers AI · Llama 3.3 Twenty GraphQL MCP Server Webhooks → Worker Write access via MCP All secrets at edge
MCP Tool Flow — Claude Desktop / Claude Code
# 1. User: "Log notes from my Discovery call — they want to expand to people analytics"
# 2. Agent calls createNote() MCP tool with structured content
# 3. Agent calls updateOpportunity() to move Discovery to Negotiation stage
# 4. Agent calls createTask() — "Follow up re: scope expansion by Apr 7"
# 5. Webhook fires → CF Worker triggers enrichment via Workers AI

# wrangler.toml
TWENTY_API_URL = "https://api.yourtwenty.com"
npx wrangler secret put TWENTY_API_KEY
npx wrangler secret put TWENTY_WEBHOOK_SECRET
WHAT THE AGENT CAN DO
TWENTY CRM · 6 AGENT PATTERNS
Pipeline Intelligence
Natural language pipeline queries. Stuck deals, stage velocity, win/loss analysis, forecast by close date.
opportunitiesstageamount
Meeting Prep
Brief on any client in seconds. Last interactions, open tasks, key contacts, relationship history, deal context.
notesactivitiespeople
Auto Note-Taking
Dictate or paste call notes — agent structures them, links to the right company and contact, creates follow-up tasks.
createNotecreateTaskMCP
Lead Enrichment
New company added → webhook fires → agent enriches with industry, size, LinkedIn, and scores fit for your services.
webhookWorkers AIupsert
Delivery Risk Alerts
Engagements with no activity in 14+ days get an automated alert. Agent surfaces at-risk accounts before they churn.
activitiesQueuesalert
Batch Contact Import
Upload a CSV from a conference or LinkedIn export — agent deduplicates, maps fields, and upserts up to 60 contacts per call.
upsertPeoplebatch 60dedup