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Code Mode
Same agent action, 2% of the context
Both panels show an agent summarizing the same meeting. The left makes 5 separate tool calls with the full transcript each time. The right consolidates 5 tool calls into one, hiding the transcript and reducing context by 98%.
Traditional MCP
CALL 1/5: gdrive.getDocument(documentId: "d_9xkLmR3vT")
"Quarterly Planning Meeting - Transcript Date: March 15, 2026 Location: Conference Room B Attendees: Sarah Chen (VP Sales), Mike Torres (CTO), Lisa Park (Head of Partnerships), James Wu (CFO) [00:00] Sarah: Thanks for joining everyone. Let's start with revenue. We're tracking at 82% of our annual target with one quarter remaining. Pipeline is strong but we need to close three key deals before March 31. [00:45] Mike: Engineering is ready to support whatever the sales team needs for those deals. We shipped the SOC 2 compliance module last week and the security audit came back clean. That should unblock the Meridian deal specifically. [01:30] Lisa: Good timing on that. I spoke with Meridian's procurement team yesterday. They confirmed the security audit was their last blocker. Legal review should take five to seven business days. [02:15] James: What's the contract value? [02:20] Lisa: $340K annual, three year commitment. They also want to pilot the API integration with their existing Salesforce instance which could expand the deal to $500K if the pilot goes well. [03:00] Sarah: That's our largest pending deal. The other two are FinServe Global at $180K and Ridgeline Capital at $95K. FinServe is waiting on a custom deployment proposal. [03:30] Mike: We already scoped it. Standard deployment with a dedicated VPC and custom SSO integration. Proposal ready by Wednesday. [04:00] James: So best case we're looking at $615K in new ARR this quarter. [04:15] Sarah: Meridian is 85%. FinServe is 70%. Ridgeline is 60%. Weighted pipeline puts us at roughly $450K which brings us to 94% of target. [04:45] Lisa: There's also the Beacon Health inbound from last week. They came through the partner channel and want to start with a pilot. [05:15] Sarah: Great. What's their expected deal size and timeline? [05:30] Lisa: Initial pilot would be $50K, six month evaluation period. If they convert to full deployment we're looking at $200K annually. [06:00] James: That would put us well over target. What about renewal pipeline? Any churn risk? [06:15] Mike: NexGen Industries flagged some concerns about API latency in their region. We're deploying an edge node in Singapore next week which should resolve it. I don't see churn risk if we address it quickly. [06:45] Sarah: Good. Let's also discuss the partner channel expansion. Lisa, where are we with the Deloitte integration partnership? [07:00] Lisa: Contract is signed. They want to bundle our platform with their digital transformation offering. First joint customer engagement starts in May. [07:30] James: Revenue share structure? [07:45] Lisa: 80/20 in our favor for direct referrals, 70/30 for co-sell. Standard terms for the first year, renegotiate based on volume. [08:15] Mike: Engineering needs a heads up on co-sell deals. Their clients tend to have complex SSO requirements and we need lead time for custom SAML configurations. "Quarterly Planning Meeting - Transcript Date: March 15, 2026 Location: Conference Room B Attendees: Sarah Chen (VP Sales), Mike Torres (CTO), Lisa Park (Head of Partnerships), James Wu (CFO) [00:00] Sarah: Thanks for joining everyone. Let's start with revenue. We're tracking at 82% of our annual target with one quarter remaining. Pipeline is strong but we need to close three key deals before March 31. [00:45] Mike: Engineering is ready to support whatever the sales team needs for those deals. We shipped the SOC 2 compliance module last week and the security audit came back clean. That should unblock the Meridian deal specifically. [01:30] Lisa: Good timing on that. I spoke with Meridian's procurement team yesterday. They confirmed the security audit was their last blocker. Legal review should take five to seven business days. [02:15] James: What's the contract value? [02:20] Lisa: $340K annual, three year commitment. They also want to pilot the API integration with their existing Salesforce instance which could expand the deal to $500K if the pilot goes well. [03:00] Sarah: That's our largest pending deal. The other two are FinServe Global at $180K and Ridgeline Capital at $95K. FinServe is waiting on a custom deployment proposal. [03:30] Mike: We already scoped it. Standard deployment with a dedicated VPC and custom SSO integration. Proposal ready by Wednesday. [04:00] James: So best case we're looking at $615K in new ARR this quarter. [04:15] Sarah: Meridian is 85%. FinServe is 70%. Ridgeline is 60%. Weighted pipeline puts us at roughly $450K which brings us to 94% of target. [04:45] Lisa: There's also the Beacon Health inbound from last week. They came through the partner channel and want to start with a pilot. [05:15] Sarah: Great. What's their expected deal size and timeline? [05:30] Lisa: Initial pilot would be $50K, six month evaluation period. If they convert to full deployment we're looking at $200K annually. [06:00] James: That would put us well over target. What about renewal pipeline? Any churn risk? [06:15] Mike: NexGen Industries flagged some concerns about API latency in their region. We're deploying an edge node in Singapore next week which should resolve it. I don't see churn risk if we address it quickly. [06:45] Sarah: Good. Let's also discuss the partner channel expansion. Lisa, where are we with the Deloitte integration partnership? [07:00] Lisa: Contract is signed. They want to bundle our platform with their digital transformation offering. First joint customer engagement starts in May. [07:30] James: Revenue share structure? [07:45] Lisa: 80/20 in our favor for direct referrals, 70/30 for co-sell. Standard terms for the first year, renegotiate based on volume. [08:15] Mike: Engineering needs a heads up on co-sell deals. Their clients tend to have complex SSO requirements and we need lead time for custom SAML configurations. "Quarterly Planning Meeting - Transcript Date: March 15, 2026 Location: Conference Room B Attendees: Sarah Chen (VP Sales), Mike Torres (CTO), Lisa Park (Head of Partnerships), James Wu (CFO) [00:00] Sarah: Thanks for joining everyone. Let's start with revenue. We're tracking at 82% of our annual target with one quarter remaining. Pipeline is strong but we need to close three key deals before March 31. [00:45] Mike: Engineering is ready to support whatever the sales team needs for those deals. We shipped the SOC 2 compliance module last week and the security audit came back clean. That should unblock the Meridian deal specifically. [01:30] Lisa: Good timing on that. I spoke with Meridian's procurement team yesterday. They confirmed the security audit was their last blocker. Legal review should take five to seven business days. [02:15] James: What's the contract value? [02:20] Lisa: $340K annual, three year commitment. They also want to pilot the API integration with their existing Salesforce instance which could expand the deal to $500K if the pilot goes well. [03:00] Sarah: That's our largest pending deal. The other two are FinServe Global at $180K and Ridgeline Capital at $95K. FinServe is waiting on a custom deployment proposal. [03:30] Mike: We already scoped it. Standard deployment with a dedicated VPC and custom SSO integration. Proposal ready by Wednesday. [04:00] James: So best case we're looking at $615K in new ARR this quarter. [04:15] Sarah: Meridian is 85%. FinServe is 70%. Ridgeline is 60%. Weighted pipeline puts us at roughly $450K which brings us to 94% of target. [04:45] Lisa: There's also the Beacon Health inbound from last week. They came through the partner channel and want to start with a pilot. [05:15] Sarah: Great. What's their expected deal size and timeline? [05:30] Lisa: Initial pilot would be $50K, six month evaluation period. If they convert to full deployment we're looking at $200K annually. [06:00] James: That would put us well over target. What about renewal pipeline? Any churn risk? [06:15] Mike: NexGen Industries flagged some concerns about API latency in their region. We're deploying an edge node in Singapore next week which should resolve it. I don't see churn risk if we address it quickly. [06:45] Sarah: Good. Let's also discuss the partner channel expansion. Lisa, where are we with the Deloitte integration partnership? [07:00] Lisa: Contract is signed. They want to bundle our platform with their digital transformation offering. First joint customer engagement starts in May. [07:30] James: Revenue share structure? [07:45] Lisa: 80/20 in our favor for direct referrals, 70/30 for co-sell. Standard terms for the first year, renegotiate based on volume. [08:15] Mike: Engineering needs a heads up on co-sell deals. Their clients tend to have complex SSO requirements and we need lead time for custom SAML configurations. "Quarterly Planning Meeting - Transcript Date: March 15, 2026 Location: Conference Room B Attendees: Sarah Chen (VP Sales), Mike Torres (CTO), Lisa Park (Head of Partnerships), James Wu (CFO) [00:00] Sarah: Thanks for joining everyone. Let's start with revenue. We're tracking at 82% of our annual target with one quarter remaining. Pipeline is strong but we need to close three key deals before March 31. [00:45] Mike: Engineering is ready to support whatever the sales team needs for those deals. We shipped the SOC 2 compliance module last week and the security audit came back clean. That should unblock the Meridian deal specifically. [01:30] Lisa: Good timing on that. I spoke with Meridian's procurement team yesterday. They confirmed the security audit was their last blocker. Legal review should take five to seven business days. [02:15] James: What's the contract value? [02:20] Lisa: $340K annual, three year commitment. They also want to pilot the API integration with their existing Salesforce instance which could expand the deal to $500K if the pilot goes well. [03:00] Sarah: That's our largest pending deal. The other two are FinServe Global at $180K and Ridgeline Capital at $95K. FinServe is waiting on a custom deployment proposal. [03:30] Mike: We already scoped it. Standard deployment with a dedicated VPC and custom SSO integration. Proposal ready by Wednesday. [04:00] James: So best case we're looking at $615K in new ARR this quarter. [04:15] Sarah: Meridian is 85%. FinServe is 70%. Ridgeline is 60%. Weighted pipeline puts us at roughly $450K which brings us to 94% of target. [04:45] Lisa: There's also the Beacon Health inbound from last week. They came through the partner channel and want to start with a pilot. [05:15] Sarah: Great. What's their expected deal size and timeline? [05:30] Lisa: Initial pilot would be $50K, six month evaluation period. If they convert to full deployment we're looking at $200K annually. [06:00] James: That would put us well over target. What about renewal pipeline? Any churn risk? [06:15] Mike: NexGen Industries flagged some concerns about API latency in their region. We're deploying an edge node in Singapore next week which should resolve it. I don't see churn risk if we address it quickly. [06:45] Sarah: Good. Let's also discuss the partner channel expansion. Lisa, where are we with the Deloitte integration partnership? [07:00] Lisa: Contract is signed. They want to bundle our platform with their digital transformation offering. First joint customer engagement starts in May. [07:30] James: Revenue share structure? [07:45] Lisa: 80/20 in our favor for direct referrals, 70/30 for co-sell. Standard terms for the first year, renegotiate based on volume. [08:15] Mike: Engineering needs a heads up on co-sell deals. Their clients tend to have complex SSO requirements and we need lead time for custom SAML configurations. "Quarterly Planning Meeting - Transcript Date: March 15, 2026 Location: Conference Room B Attendees: Sarah Chen (VP Sales), Mike Torres (CTO), Lisa Park (Head of Partnerships), James Wu (CFO) [00:00] Sarah: Thanks for joining everyone. Let's start with revenue. We're tracking at 82% of our annual target with one quarter remaining. Pipeline is strong but we need to close three key deals before March 31. [00:45] Mike: Engineering is ready to support whatever the sales team needs for those deals. We shipped the SOC 2 compliance module last week and the security audit came back clean. That should unblock the Meridian deal specifically. [01:30] Lisa: Good timing on that. I spoke with Meridian's procurement team yesterday. They confirmed the security audit was their last blocker. Legal review should take five to seven business days. [02:15] James: What's the contract value? [02:20] Lisa: $340K annual, three year commitment. They also want to pilot the API integration with their existing Salesforce instance which could expand the deal to $500K if the pilot goes well. [03:00] Sarah: That's our largest pending deal. The other two are FinServe Global at $180K and Ridgeline Capital at $95K. FinServe is waiting on a custom deployment proposal. [03:30] Mike: We already scoped it. Standard deployment with a dedicated VPC and custom SSO integration. Proposal ready by Wednesday. [04:00] James: So best case we're looking at $615K in new ARR this quarter. [04:15] Sarah: Meridian is 85%. FinServe is 70%. Ridgeline is 60%. Weighted pipeline puts us at roughly $450K which brings us to 94% of target. [04:45] Lisa: There's also the Beacon Health inbound from last week. They came through the partner channel and want to start with a pilot. [05:15] Sarah: Great. What's their expected deal size and timeline? [05:30] Lisa: Initial pilot would be $50K, six month evaluation period. If they convert to full deployment we're looking at $200K annually. [06:00] James: That would put us well over target. What about renewal pipeline? Any churn risk? [06:15] Mike: NexGen Industries flagged some concerns about API latency in their region. We're deploying an edge node in Singapore next week which should resolve it. I don't see churn risk if we address it quickly. [06:45] Sarah: Good. Let's also discuss the partner channel expansion. Lisa, where are we with the Deloitte integration partnership? [07:00] Lisa: Contract is signed. They want to bundle our platform with their digital transformation offering. First joint customer engagement starts in May. [07:30] James: Revenue share structure? [07:45] Lisa: 80/20 in our favor for direct referrals, 70/30 for co-sell. Standard terms for the first year, renegotiate based on volume. [08:15] Mike: Engineering needs a heads up on co-sell deals. Their clients tend to have complex SSO requirements and we need lead time for custom SAML configurations. "Quarterly Planning Meeting - Transcript Date: March 15, 2026 Location: Conference Room B Attendees: Sarah Chen (VP Sales), Mike Torres (CTO), Lisa Park (Head of Partnerships), James Wu (CFO) [00:00] Sarah: Thanks for joining everyone. Let's start with revenue. We're tracking at 82% of our annual target with one quarter remaining. Pipeline is strong but we need to close three key deals before March 31. [00:45] Mike: Engineering is ready to support whatever the sales team needs for those deals. We shipped the SOC 2 compliance module last week and the security audit came back clean. That should unblock the Meridian deal specifically. [01:30] Lisa: Good timing on that. I spoke with Meridian's procurement team yesterday. They confirmed the security audit was their last blocker. Legal review should take five to seven business days. [02:15] James: What's the contract value? [02:20] Lisa: $340K annual, three year commitment. They also want to pilot the API integration with their existing Salesforce instance which could expand the deal to $500K if the pilot goes well. [03:00] Sarah: That's our largest pending deal. The other two are FinServe Global at $180K and Ridgeline Capital at $95K. FinServe is waiting on a custom deployment proposal. [03:30] Mike: We already scoped it. Standard deployment with a dedicated VPC and custom SSO integration. Proposal ready by Wednesday. [04:00] James: So best case we're looking at $615K in new ARR this quarter. [04:15] Sarah: Meridian is 85%. FinServe is 70%. Ridgeline is 60%. Weighted pipeline puts us at roughly $450K which brings us to 94% of target. [04:45] Lisa: There's also the Beacon Health inbound from last week. They came through the partner channel and want to start with a pilot. [05:15] Sarah: Great. What's their expected deal size and timeline? [05:30] Lisa: Initial pilot would be $50K, six month evaluation period. If they convert to full deployment we're looking at $200K annually. [06:00] James: That would put us well over target. What about renewal pipeline? Any churn risk? [06:15] Mike: NexGen Industries flagged some concerns about API latency in their region. We're deploying an edge node in Singapore next week which should resolve it. I don't see churn risk if we address it quickly. [06:45] Sarah: Good. Let's also discuss the partner channel expansion. Lisa, where are we with the Deloitte integration partnership? [07:00] Lisa: Contract is signed. They want to bundle our platform with their digital transformation offering. First joint customer engagement starts in May. [07:30] James: Revenue share structure? [07:45] Lisa: 80/20 in our favor for direct referrals, 70/30 for co-sell. Standard terms for the first year, renegotiate based on volume. [08:15] Mike: Engineering needs a heads up on co-sell deals. Their clients tend to have complex SSO requirements and we need lead time for custom SAML configurations. "Quarterly Planning Meeting - Transcript Date: March 15, 2026 Location: Conference Room B Attendees: Sarah Chen (VP Sales), Mike Torres (CTO), Lisa Park (Head of Partnerships), James Wu (CFO) [00:00] Sarah: Thanks for joining everyone. Let's start with revenue. We're tracking at 82% of our annual target with one quarter remaining. Pipeline is strong but we need to close three key deals before March 31. [00:45] Mike: Engineering is ready to support whatever the sales team needs for those deals. We shipped the SOC 2 compliance module last week and the security audit came back clean. That should unblock the Meridian deal specifically. [01:30] Lisa: Good timing on that. I spoke with Meridian's procurement team yesterday. They confirmed the security audit was their last blocker. Legal review should take five to seven business days. [02:15] James: What's the contract value? [02:20] Lisa: $340K annual, three year commitment. They also want to pilot the API integration with their existing Salesforce instance which could expand the deal to $500K if the pilot goes well. [03:00] Sarah: That's our largest pending deal. The other two are FinServe Global at $180K and Ridgeline Capital at $95K. FinServe is waiting on a custom deployment proposal. [03:30] Mike: We already scoped it. Standard deployment with a dedicated VPC and custom SSO integration. Proposal ready by Wednesday. [04:00] James: So best case we're looking at $615K in new ARR this quarter. [04:15] Sarah: Meridian is 85%. FinServe is 70%. Ridgeline is 60%. Weighted pipeline puts us at roughly $450K which brings us to 94% of target. [04:45] Lisa: There's also the Beacon Health inbound from last week. They came through the partner channel and want to start with a pilot. [05:15] Sarah: Great. What's their expected deal size and timeline? [05:30] Lisa: Initial pilot would be $50K, six month evaluation period. If they convert to full deployment we're looking at $200K annually. [06:00] James: That would put us well over target. What about renewal pipeline? Any churn risk? [06:15] Mike: NexGen Industries flagged some concerns about API latency in their region. We're deploying an edge node in Singapore next week which should resolve it. I don't see churn risk if we address it quickly. [06:45] Sarah: Good. Let's also discuss the partner channel expansion. Lisa, where are we with the Deloitte integration partnership? [07:00] Lisa: Contract is signed. They want to bundle our platform with their digital transformation offering. First joint customer engagement starts in May. [07:30] James: Revenue share structure? [07:45] Lisa: 80/20 in our favor for direct referrals, 70/30 for co-sell. Standard terms for the first year, renegotiate based on volume. [08:15] Mike: Engineering needs a heads up on co-sell deals. Their clients tend to have complex SSO requirements and we need lead time for custom SAML configurations. "Quarterly Planning Meeting - Transcript Date: March 15, 2026 Location: Conference Room B Attendees: Sarah Chen (VP Sales), Mike Torres (CTO), Lisa Park (Head of Partnerships), James Wu (CFO) [00:00] Sarah: Thanks for joining everyone. Let's start with revenue. We're tracking at 82% of our annual target with one quarter remaining. Pipeline is strong but we need to close three key deals before March 31. [00:45] Mike: Engineering is ready to support whatever the sales team needs for those deals. We shipped the SOC 2 compliance module last week and the security audit came back clean. That should unblock the Meridian deal specifically. [01:30] Lisa: Good timing on that. I spoke with Meridian's procurement team yesterday. They confirmed the security audit was their last blocker. Legal review should take five to seven business days. [02:15] James: What's the contract value? [02:20] Lisa: $340K annual, three year commitment. They also want to pilot the API integration with their existing Salesforce instance which could expand the deal to $500K if the pilot goes well. [03:00] Sarah: That's our largest pending deal. The other two are FinServe Global at $180K and Ridgeline Capital at $95K. FinServe is waiting on a custom deployment proposal. [03:30] Mike: We already scoped it. Standard deployment with a dedicated VPC and custom SSO integration. Proposal ready by Wednesday. [04:00] James: So best case we're looking at $615K in new ARR this quarter. [04:15] Sarah: Meridian is 85%. FinServe is 70%. Ridgeline is 60%. Weighted pipeline puts us at roughly $450K which brings us to 94% of target. [04:45] Lisa: There's also the Beacon Health inbound from last week. They came through the partner channel and want to start with a pilot. [05:15] Sarah: Great. What's their expected deal size and timeline? [05:30] Lisa: Initial pilot would be $50K, six month evaluation period. If they convert to full deployment we're looking at $200K annually. [06:00] James: That would put us well over target. What about renewal pipeline? Any churn risk? [06:15] Mike: NexGen Industries flagged some concerns about API latency in their region. We're deploying an edge node in Singapore next week which should resolve it. I don't see churn risk if we address it quickly. [06:45] Sarah: Good. Let's also discuss the partner channel expansion. Lisa, where are we with the Deloitte integration partnership? [07:00] Lisa: Contract is signed. They want to bundle our platform with their digital transformation offering. First joint customer engagement starts in May. [07:30] James: Revenue share structure? [07:45] Lisa: 80/20 in our favor for direct referrals, 70/30 for co-sell. Standard terms for the first year, renegotiate based on volume. [08:15] Mike: Engineering needs a heads up on co-sell deals. Their clients tend to have complex SSO requirements and we need lead time for custom SAML configurations. "Quarterly Planning Meeting - Transcript Date: March 15, 2026 Location: Conference Room B Attendees: Sarah Chen (VP Sales), Mike Torres (CTO), Lisa Park (Head of Partnerships), James Wu (CFO) [00:00] Sarah: Thanks for joining everyone. Let's start with revenue. We're tracking at 82% of our annual target with one quarter remaining. Pipeline is strong but we need to close three key deals before March 31. [00:45] Mike: Engineering is ready to support whatever the sales team needs for those deals. We shipped the SOC 2 compliance module last week and the security audit came back clean. That should unblock the Meridian deal specifically. [01:30] Lisa: Good timing on that. I spoke with Meridian's procurement team yesterday. They confirmed the security audit was their last blocker. Legal review should take five to seven business days. [02:15] James: What's the contract value? [02:20] Lisa: $340K annual, three year commitment. They also want to pilot the API integration with their existing Salesforce instance which could expand the deal to $500K if the pilot goes well. [03:00] Sarah: That's our largest pending deal. The other two are FinServe Global at $180K and Ridgeline Capital at $95K. FinServe is waiting on a custom deployment proposal. [03:30] Mike: We already scoped it. Standard deployment with a dedicated VPC and custom SSO integration. Proposal ready by Wednesday. [04:00] James: So best case we're looking at $615K in new ARR this quarter. [04:15] Sarah: Meridian is 85%. FinServe is 70%. Ridgeline is 60%. Weighted pipeline puts us at roughly $450K which brings us to 94% of target. [04:45] Lisa: There's also the Beacon Health inbound from last week. They came through the partner channel and want to start with a pilot. [05:15] Sarah: Great. What's their expected deal size and timeline? [05:30] Lisa: Initial pilot would be $50K, six month evaluation period. If they convert to full deployment we're looking at $200K annually. [06:00] James: That would put us well over target. What about renewal pipeline? Any churn risk? [06:15] Mike: NexGen Industries flagged some concerns about API latency in their region. We're deploying an edge node in Singapore next week which should resolve it. I don't see churn risk if we address it quickly. [06:45] Sarah: Good. Let's also discuss the partner channel expansion. Lisa, where are we with the Deloitte integration partnership? [07:00] Lisa: Contract is signed. They want to bundle our platform with their digital transformation offering. First joint customer engagement starts in May. [07:30] James: Revenue share structure? [07:45] Lisa: 80/20 in our favor for direct referrals, 70/30 for co-sell. Standard terms for the first year, renegotiate based on volume. [08:15] Mike: Engineering needs a heads up on co-sell deals. Their clients tend to have complex SSO requirements and we need lead time for custom SAML configurations. "Quarterly Planning Meeting - Transcript Date: March 15, 2026 Location: Conference Room B Attendees: Sarah Chen (VP Sales), Mike Torres (CTO), Lisa Park (Head of Partnerships), James Wu (CFO) [00:00] Sarah: Thanks for joining everyone. Let's start with revenue. We're tracking at 82% of our annual target with one quarter remaining. Pipeline is strong but we need to close three key deals before March 31. [00:45] Mike: Engineering is ready to support whatever the sales team needs for those deals. We shipped the SOC 2 compliance module last week and the security audit came back clean. That should unblock the Meridian deal specifically. [01:30] Lisa: Good timing on that. I spoke with Meridian's procurement team yesterday. They confirmed the security audit was their last blocker. Legal review should take five to seven business days. [02:15] James: What's the contract value? [02:20] Lisa: $340K annual, three year commitment. They also want to pilot the API integration with their existing Salesforce instance which could expand the deal to $500K if the pilot goes well. [03:00] Sarah: That's our largest pending deal. The other two are FinServe Global at $180K and Ridgeline Capital at $95K. FinServe is waiting on a custom deployment proposal. [03:30] Mike: We already scoped it. Standard deployment with a dedicated VPC and custom SSO integration. Proposal ready by Wednesday. [04:00] James: So best case we're looking at $615K in new ARR this quarter. [04:15] Sarah: Meridian is 85%. FinServe is 70%. Ridgeline is 60%. Weighted pipeline puts us at roughly $450K which brings us to 94% of target. [04:45] Lisa: There's also the Beacon Health inbound from last week. They came through the partner channel and want to start with a pilot. [05:15] Sarah: Great. What's their expected deal size and timeline? [05:30] Lisa: Initial pilot would be $50K, six month evaluation period. If they convert to full deployment we're looking at $200K annually. [06:00] James: That would put us well over target. What about renewal pipeline? Any churn risk? [06:15] Mike: NexGen Industries flagged some concerns about API latency in their region. We're deploying an edge node in Singapore next week which should resolve it. I don't see churn risk if we address it quickly. [06:45] Sarah: Good. Let's also discuss the partner channel expansion. Lisa, where are we with the Deloitte integration partnership? [07:00] Lisa: Contract is signed. They want to bundle our platform with their digital transformation offering. First joint customer engagement starts in May. [07:30] James: Revenue share structure? [07:45] Lisa: 80/20 in our favor for direct referrals, 70/30 for co-sell. Standard terms for the first year, renegotiate based on volume. [08:15] Mike: Engineering needs a heads up on co-sell deals. Their clients tend to have complex SSO requirements and we need lead time for custom SAML configurations.
Context
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Code Mode with Port of Context
Context
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How it works
Port of Context is the layer that controls your agent
Your AI Agent
Port of Context
1.Restricts access
Only approved systems are reachable
2.Validates before running
Unsafe actions never execute
3.Cuts 98% of the context
Only relevant data passes
Your CRM
Your Slack
Your Docs
Your Email
Deployment
Two ways to get started
Build your own
1.Install the CLI. No sign up required.
$ brew install portofcontext/tap/pctx2.Point it at your MCP servers.
$ pctx init3.Run locally or deploy anywhere.
$ pctx startHave us build for you
1.
Scoping
We learn your environment, constraints, and define what agents will and won’t do.
2.
Delivery
We build and deploy contained agents that run safely inside your infrastructure.
3.
Hand off
You get fully auditable agents, powered by open source, running efficiently.
“I’ve been using Port of Context for a week now and it feels fast and reliable enough that I’m starting to think MCP was just badly designed and it should have been code-based from the start.”
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