AI is already running inside your organization, just not under your control. Govern who uses it and how. Turn one-off prompts into agents your business can depend on.
No drag-and-drop builder. No YAML to learn. A subject-matter expert types what they want in plain language; Lunen drafts a structured execution plan with named tools, scoped data, and a clear schedule. Review it, save it, run it.
Pull closed-lost deals
HubSpot · deals · last 7 days
Fetch deal notes & call logs
HubSpot · engagements
Cluster objections, draft digest
Post digest to #revops
Slack · #revops
Every MCP tool becomes a policy decision. Allow it to run unattended, or require a human approval before each call. The same toggles cover every agent and every ad-hoc run, so nothing reaches production data without the rule you set.
HubSpot Remote MCP
com.hubspot/remote-mcp-server
Runs unattended. The agent calls the tool with no human in the loop.
Pauses for a human OK on every call. The reviewer sees the inputs before it runs.
crm_search
Search records across deals, contacts, companies, and tickets
get_campaign_analytics
Get METRICS or REVENUE_ATTRIBUTION for one or more campaigns
crm_create_object
Create deals, contacts, companies, or custom CRM objects
crm_update_object
Update properties on an existing CRM object
create_engagement
Log a call, email, meeting, note, or task on a record
User actions and agent actions roll up in the same audit log. Open any event to see who acted, what was approved, what model ran, and which data it touched. Everything a security review needs, exported on demand.
Monday, May 4, 2026
9:00 AM
Executed MCP tool crm_create_object.
Event summary
Executed MCP tool crm_create_object.
Three teams. Three agents running overnight. Three different ways the morning starts.
Marketing opens Slack to a ranked list of yesterday's new leads, scored by fit, with a one-line note on why each one is worth a call.
lead-scoring
Daily · runs at 7:30 AM
Pull yesterday's new leads
HubSpot · contacts · last 24h
Score each lead on fit, intent, account size
Read prior engagements per lead
HubSpot · last 30 days
Rank, draft a one-line 'why call' note
Post ranked list
Slack · #marketing-leads
We're working directly with a small group of design partners to shape Lunen. Sign up and we'll schedule a call to understand your AI adoption challenges. No pitch deck, just a conversation.