Browse workflows

Danish sales and finance teams

Prospect company brief with CVR, CRM, and email

Resolve a Danish prospect by CVR or name, enrich with CRM context, and draft a follow-up email.

Outcome: A concise company brief with registry facts, CRM history, and a draft outreach message

Integrations in this workflow

The problem

Sales teams manually cross-check CVR, CRM, and email when qualifying Danish prospects. Registry facts and CRM history rarely sit in one place for AI agents.

Example prompt

Look up CVR 25052943 (or search by company name), summarize legal form, address, industry, and key officers. Cross-check HubSpot for an existing company or contact. Draft a short Gmail follow-up referencing the registry status and any open CRM deals.

Gateway tools

CVR (public registry):

  • cvr__search_companies_by_namecvr__get_company_by_cvr
  • cvr__list_company_participants
  • cvr__list_production_units

CRM (pick one if connected):

  • HubSpot: hubspot__search_companies, hubspot__search_contacts

Email:

  • gmail__search-messages-tool or gmail__list-threads-tool

Optional finance context:

  • dinero__list_contacts, dinero__list_invoices

Governance

  • CVR returns public registry data only — still review participant names before external sharing.
  • CRM and email tools may contain personal data; scope API tokens to sales stakeholders and audit tool calls weekly.

Connect via private gateway

Activate the integrations above, create an API token scoped to mcp:private-gateway, then add this config to your MCP client.

Config file: ~/.cursor/mcp.json

{
    "mcpServers": {
        "stackgate-private-gateway": {
            "url": "https://stackgate.ai/mcp/private",
            "headers": {
                "Authorization": "Bearer YOUR_API_TOKEN"
            }
        }
    }
}