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Local context,
or a hosted platform?

Both give an AI agent a cleaner picture of revenue than a raw CRM. They differ in where your data lives, how you pay for the AI, and how much they cover today.

Versus hosted context platforms

An honest side-by-side

UnfurlHosted context platforms
Where your data livesOn your machine, in one SQLite fileIn the vendor’s cloud
What you pay for AINothing extra: your own agent does the reasoningUsually AI credits or per-query usage
Getting startedSelf-serve; try it on sample data before connecting anythingOften a trial plus onboarding or a services engagement
Which agentAny MCP client: Claude, Cursor, and othersTheir agents first; MCP often on paid tiers
Sources todayHubSpot and StripeUsually many: CRMs, call recorders, support, billing, warehouses
Matching recordsDeterministic, by domain and email, with every merge loggedDeterministic plus AI-assisted likely matches
TeamsOne person, local (shared workspace planned)Multi-user, SSO, scheduled agents
Writes to your CRMNever; read-only by designVaries by product

Unfurl is smaller on purpose today. If you need many sources, a team workspace, or scheduled reports now, a hosted platform may fit better. The roadmap shows what we are building next.

See what we are building next →

Versus dashboards

An answer in the chat,
not another dashboard

  1. Ask, do not modelNo metric layer to define before the first answer. Ask in plain language; the agent picks the tool.
  2. Caveats travel with the numberMerged duplicates, missing amounts, and stale dates come back inside the answer, not in a report nobody opens.
  3. Same truth everywhereEvery MCP client gets the same resolved graph, so two people asking the same question get the same number.
  4. Still have a dashboardUnfurl ships a local dashboard over the same graph for the days you want tiles.
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Ask your own pipeline
the hard questions.

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