Salesforce can't answer it solo.
CRM in Salesforce is only one input; the contract review stalls without screen watchlists alongside it.
Build a KYC/AML Compliance Agent withSalesforce, Sentry, and HubSpot
Verify identities shouldn't take a morning of tab-switching across HubSpot / Salesforce / Sentry. Regulatory deadlines are strict.
Three tools, three tabs, and nothing reconciles CRM.
Now your agent can fix it.
Now your agent can fix it.
Sentry holds what Salesforce misses.
Screen watchlists lives in Sentry, cut off from crm, so kyc/aml compliance guesses at the link.
The signal hits HubSpot first.
HubSpot sees monitor transactions shift before anyone, yet the contract review owner hears about it last.
Under The Hood
Verify identities from Salesforce, Sentry, and HubSpot in one prompt, nothing to stitch. Already connected.
01
Fetch verify identities from Salesforce (system of record)
CRM
02
Read screen watchlists from Sentry (engineering stack)
Banking Systems
03
Check monitor transactions from HubSpot (system of record)
Identity Verification (Onfido, Jumio)
output
Agent-ready output
KYC/AML Compliance's worklist: Verify identities, screen watchlists, monitor transactions, document findings, file reports. Sorted by what needs you first.
The Context Store
To verify identities, the agent reads one joined view. Not 5 raw APIs.
Airbyte folds HubSpot / Salesforce / Sentry and 2 more into the Context Store: CRM, Banking Systems, Identity Verification (Onfido, Jumio), Watchlist Databases, Regulatory Filing land in one schema, joined on a shared contract key, so kyc/aml compliance never touches a raw Salesforce endpoint.
Your agent queries one surface instead of three APIs. Faster responses, lower cost per query, and results that work because the relationships were built before you asked the question.
SHARED KEY5 SOURCESONE VIEWLIVE READS
The Prompt
Copy. Paste.
a KYC/AML Compliance Agent
Two steps. Your data, your results, under 60 seconds.
01install
Connect the Airbyte Agent MCP02copy and run
Run my contract review: pull CRM, Banking Systems, Identity Verification (Onfido, Jumio), Watchlist Databases, Regulatory Filing from Salesforce, Sentry, and HubSpot and summarize.
SETUP
Use the Airbyte MCP layer. 5+ connected sources behind one natural-language surface.
WORKFLOW
list connectors -> link Salesforce, Sentry, and HubSpot -> pull CRM, Banking Systems, Identity Verification (Onfido, Jumio), Watchlist Databases, Regulatory Filing -> join on the contract key -> analyze. An unlinked tool returns a self-describing prompt; a one-off connect step and retry.
TASK
Verify identities, screen watchlists, monitor transactions, document findings, file reports. Deliver a worklist I can paste into the contract review. Ranked, sourced, one action per item.The Outcome
Verify identities drops from 2 hours to under a minute. Now your agent can fix it.
10x
Faster
10x speed: kyc/aml compliance turns a 2-hour contract review into under a minute.
90%
Cheaper to run
90% off the build cost: 5 sources already licensed, nothing extra to verify identities.
3 -> 1
Tools, one query
3 -> 1: kyc/aml compliance answers Salesforce, Sentry, and HubSpot in a single query.
Based on internal benchmarks comparing Context Store queries to sequential API calls across equivalent datasets.
01 · Output
Ranked, not dumped
KYC/AML Compliance ranks each contract by risk, not by name. The top of the list is where to start.
02 · Signal
Mismatch alerts
When Sentry and your system of record disagree on verify identities, the gap is flagged. Not averaged into a guess.
03 · Context
Inline evidence
Screen watchlists from Sentry and HubSpot sits beside each item, letting you verify identities without switching tabs.
04 · Action
Tells you what to do
KYC/AML Compliance closes each contract with a recommendation. The play and the person to run it. Ready to run.
05 · Brief
Built to verify identities
A worklist you can drop into the contract review: ranked, sourced from Salesforce, Sentry, and HubSpot, scoped to CRM.
Other legal agents on the same connectors
view All use casesAutomated Evidence Collection
Gather compliance evidence shouldn't take a morning of tab-switching across Confluence / Notion. Audit prep takes weeks manually.
Agentic AI Compliance
The data for your contract review already exists in Incident.io / Sentry. The problem is no one view joins it. Traditional compliance is reactive.
Policy Drafting AI Agent
Draft shouldn't take a morning of tab-switching across Incident.io and Sentry. Policies change frequently due to regulations and org updates.
Common questions
Didn't find your answer? Please don't hesitate to reach out.
Why not call the Salesforce, Sentry, and HubSpot APIs directly to verify identities?
Auth, paging, rate limits and schema-stitching per tool. Airbyte's Agent MCP hands kyc/aml compliance one surface over CRM, Banking Systems, Identity Verification (Onfido, Jumio), Watchlist Databases, Regulatory Filing.
How do I build a kyc/aml compliance agent with Salesforce, Sentry, and HubSpot?
Link Salesforce, Sentry, and HubSpot in the Agent MCP, paste the prompt above, and kyc/aml compliance reads all 5 sources at once to verify identities.
Can I tweak what KYC/AML Compliance returns?
Edit the TASK line. Change the ranking, the worklist format, or which of Salesforce, Sentry, and HubSpot it leans on.
What if a contract shows up in two of Salesforce, Sentry, and HubSpot?
The shared key de-dupes it. Kyc/aml compliance keeps one contract with CRM merged across sources.
Stop tab-switching to verify identities. Let the agent read HubSpot / Salesforce / Sentry.
Connect Salesforce, Sentry, and HubSpot (plus 50+ more) and ship kyc/aml compliance today to verify identities.
