RevOps Tools

Vasco

Revenue context layer for AI agents: one GTM context graph with locked metric definitions, resolved accounts and cited answers.
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Vasco builds a context graph across the revenue stack — CRM, call recorders, billing, support, product usage, Slack — and gives AI agents company-specific metric definitions, resolved account identities and plan targets before they answer. Every number its agents return cites the records and formula behind it.

Product Overview

Vasco's argument is that AI agents fail on revenue questions because they don't know what the business means, not because the model is weak: which definition of pipeline applies, which of five Acme records is the real account, what the plan was. It resolves identities across tools, stores metric definitions once (source, filters, owner), links targets and performance gaps, and exposes that context to its own pre-built agents (WBR, metric analyst, forecasting, churn, win/loss) and to outside agents through an MCP server. Vasco co-produced the State of AI in RevOps 2026 report with RevStar, which frames this as the gap between 97% AI adoption and 26% trust.

RevOps Jobs-to-Be-Done

  • Lock the definitions agents use — RevOps defines created pipeline, new-business ARR or churn once, with source system, filters and owner, and every agent reads the same version. KPI: One answer to 'how much pipeline did we build' instead of one per team.
  • Automate the weekly business review — A WBR agent prepares the recurring revenue review with every figure linked back to the accounts and formula behind it. KPI: Hours of weekly validation work replaced by exception review.
  • Ground Claude or ChatGPT in revenue data — Point external assistants at the context graph over MCP so they answer from resolved, defined data rather than raw CRM fields. KPI: Vendor-reported: 21.9% correct answers on raw CRM + Stripe vs 99.5% with the context graph.
  • Trace why a number moved — Root-cause analysis links a metric change to the deals, calls or Slack threads behind it. KPI: Faster variance explanations ahead of forecast calls.

Key Features

  • GTM context graph: Connects CRM, calls, billing, support, product and warehouse data and links accounts, contacts and revenue as records arrive.
  • Identity resolution: Collapses duplicate versions of the same account across tools into one resolved record.
  • Metric definitions: Each metric carries a source, an owner and a formula, so agents stop re-deriving what MQL, ICP or churn means on every run.
  • Cited answers: Click any figure to see how it was calculated and which accounts it came from.
  • Governed actions: Per the vendor, reads run straight away while every write waits for approval and is logged with a name.
  • Pre-built and custom agents: WBR, metric analyst, ICP analyst and data-cleaning agents, plus custom agents and an MCP server on paid plans.

How It Fits Your Stack

Primary system of record: Sits above HubSpot or Salesforce as the context layer; the CRM stays the system of record

Key integrations: HubSpot, Salesforce, Stripe, Gong, Zendesk, Intercom, Slack, Claude (MCP)

Data flows: Reads from connected GTM systems into the context graph; agents and MCP clients query the graph; writes back to source systems only after approval.

Security & Compliance

  • SSO / SAML: Enterprise plan only
  • Certifications: SOC 2 Type II, GDPR

Implementation & Ownership

  • Time to first value: Days — connect two systems and use the pre-built agents
  • Implementation complexity: Low to Medium
  • Typical owners: RevOps, GTM leadership

Connecting tools is quick; the real work is agreeing the metric definitions with Marketing, Finance and Sales before you lock them.

Pricing & Contracts

  • Pricing model: Platform tiers plus AI credits; unlimited users
  • Indicative range: Free (500 credits, 2 connectors); Growth $199/mo (2,000 credits, 2 connectors); Scale $499/mo (4,000 credits, 5 connectors); Enterprise custom
  • Free tier: Yes
  • Common add-ons: Extra AI credits up to 30,000/mo, 14-day trial, SSO/SAML and dedicated CSM on Enterprise

Who It's Best For

Growth-stage B2B revenue teams already experimenting with Claude or ChatGPT on CRM data who keep getting confident but wrong numbers.

Good fit if:

  • Marketing, RevOps and Finance report different pipeline figures from the same CRM
  • You want board and WBR numbers with a visible audit trail
  • You plan to run several agents and want them reading one set of definitions

Probably not ideal if:

  • You need a CRM replacement or a sequencer
  • You already run a governed semantic layer on your warehouse that RevOps controls
  • Connector caps on lower tiers are too tight for a sprawling stack

Pros

  • Directly targets the definitions and identity problems behind AI distrust
  • Cited, inspectable numbers make AI output reviewable by exception
  • Free tier and transparent pricing up to $499/mo
  • MCP server lets other agents use the same context

Cons

  • Credit-based pricing makes heavy agent use harder to forecast
  • Only 2 connectors on Free and Growth
  • Accuracy figures are vendor-reported benchmarks
  • Young category; long-term product shape still settling

Often Compared With

  • RevSure — Both sell a governed GTM context layer; RevSure leads with marketing attribution and 20+ action agents, Vasco with revenue metrics and reviews.
  • Clari — Choose Clari for an established forecasting workflow; Vasco for a context layer that any agent can query.
  • Syncari — Syncari unifies and syncs records across systems; Vasco adds metric definitions and agents on top of a resolved graph.

Frequently Asked Questions

What is Vasco used for?

Vasco builds a context graph across the revenue stack — CRM, call recorders, billing, support, product usage, Slack — and gives AI agents company-specific metric definitions, resolved account identities and plan targets before they answer. Every number its agents return cites the records and formula

How much does Vasco cost?

Vasco pricing: Free (500 credits, 2 connectors); Growth $199/mo (2,000 credits, 2 connectors); Scale $499/mo (4,000 credits, 5 connectors); Enterprise custom A free tier is available.

What does Vasco integrate with?

Vasco integrates with HubSpot, Salesforce, Stripe, Gong, Zendesk, Intercom, Slack, Claude (MCP).

Is Vasco SOC 2 compliant?

Vasco holds: SOC 2 Type II, GDPR.

Who is Vasco best for?

Growth-stage B2B revenue teams already experimenting with Claude or ChatGPT on CRM data who keep getting confident but wrong numbers.

What are the best Vasco alternatives?

The tools most often compared with Vasco are RevSure, Clari, Syncari.

Vasco Website →

About the author

RevOps Tools

Curated Revenue Operations Technologies

RevOps Tools

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