CRM & Prospecting Schema
The research backbone for outbound.
What it stores
The research backbone for outbound. Canada's public T3010 charity registry is loaded into a queryable store, so the sales agent can find and qualify the right organisations from their own public filings — each section of the return kept as structured data.
Owned by the Sales agent. Lives in the Internal Tools database · crm schema.
The tables
Friendly names first, with the real table name underneath. Key fields only.
Charity Registrycrm.t3010
Canada's public T3010 charity filings — one row per charity per filing period, with each section of the return kept as structured data.
| Column | Type |
|---|---|
bnBusiness Number — the charity's ID | Text |
temporal_coverage_endFiling-period end | Date |
identName, address, registration status | Structured |
financialRevenue, expenses, assets | Structured |
directorsDirectors and trustees | Structured |
programsProgram descriptions | Structured |
weburlOrganisation websites | Structured |
Load Logcrm.t3010_loads
An audit log of every data load — which source file, the period it covers, and how many rows landed.
| Column | Type |
|---|---|
source_file | Text |
date_publishedWhen CRA published it | Date |
temporal_coverage_end | Date |
row_count | Number |
loaded_at | Date & time |
You don't need all of this to start
Most of what these agents rely on has a simpler equivalent. Anywhere we use a database, you can usually start with a spreadsheet or a document — whatever you're comfortable with. Anywhere we built a custom MCP server, you can reach for a prebuilt AI connector instead of building your own.
We go further because it's where our experience pays off. Years of hands-on database work make a custom data layer feasible for us, and purpose-built MCP servers let us hand each agent a short, sharp instruction file and exactly the tools it needs — custom descriptions, only the endpoints we want, and the occasional extra gate — instead of a long manifesto or playbook. Nothing more, nothing less.
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