Structured plan data, ready for AI.
AI is more useful when it has reliable, connected data. MethodPlan brings plan records, agreements and fees, plan reviews, and service history together in Salesforce, giving your firm a structured foundation for using AI tools.
What exists today, and what's coming.
Plan records, agreements, reviews and service history live in Salesforce in a consistent structure, which is what AI tools need to give useful answers.
Salesforce now offers hosted MCP servers, so AI assistants such as Claude and ChatGPT can work with Salesforce data under each user’s existing permissions. What’s available depends on your Salesforce edition and how your org is set up.
MethodPlan is developing connectors so your team can ask about and work with plan information from AI assistants, without logging into Salesforce for every question.
See MethodPlan in action.
A live demo with the MethodPlan team.