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The Peliqan blog

Your go-to resource for data-driven success. Peliqan’s blog equips you with the knowledge to optimize your data strategy.

ai-agent-crm-feature-image

AI agent CRM: what runs in production and what fails

An AI agent on your CRM is a job that reads the CRM, decides what needs doing, and does it, without a person prompting each step. Most articles on the

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ERP automation: what to automate and where it breaks

ERP automation means letting software do the repetitive work inside your ERP instead of a person doing it by hand. Most guides stop at the workflow rules your ERP already

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Pipedrive dashboard: what to track and where insights stops

A Pipedrive dashboard turns the deals sitting in your CRM into a picture of what is actually going to close. Pipedrive builds one for you inside Insights, and for most

What’s new in Peliqan: redesigned UI, AI & dark mode

The Peliqan summer release is here. We rebuilt the Peliqan interface from the ground up: a cleaner, modern design, an AI assistant that understands what you are working on, big

CLI vs MCP - token cost per operation, roughly 200 versus 50,000

CLI vs MCP: when a direct query beats an MCP call

CLI vs MCP is the wrong fight to pick as “which is better” – they win in different places. A direct CLI or SQL call is cheaper per operation and

API rate limits - an AI agent consuming the hourly request budget and triggering 429 errors

API rate limits: why AI agents burn through them fast

API rate limits cap how many requests you can send to a system in a given time. AI agents hit them faster than people do, because one question can trigger

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History tables: why your warehouse only knows “now”

A history table keeps a dated record of how your data looked over time, instead of only its latest state. Without one, a status change overwrites the old value and

Semantic model - three teams define active customer three different ways

Semantic model: why business teams need one for AI now

A semantic model is a written-down layer of meaning on top of your raw data: it says what “revenue” means, how tables connect, and what each column actually holds. Without

Sync frequency by source - matching data freshness to the decision for AI agents

Sync frequency: how fresh does your AI agent need data?

Sync frequency is how often you copy data from a source into your warehouse. Set it too low and your AI agent answers from stale data; set it too high

MCP security - the production checklist for AI agents on business data

MCP security: what to actually configure in production

MCP security means five practical things: give the AI a limited key you can switch off, control what it can see at the database level, assume it might read a

Entity resolution - four system IDs resolved into one golden record

Entity resolution: one customer, four IDs, how to fix it

Entity resolution is the work of recognizing that a CRM account, an accounting debtor, a support organization and a billing customer are the same real-world company – and giving that

Multi-client reporting - one practice cockpit consolidating 50 client books

Multi-client reporting: one cockpit for 50 client books

Multi-client reporting is how accounting and ERP practices answer one question across every client book at once – overdue receivables, VAT filings at risk, declining margins – without logging into

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