Sales Intelligence MCP Server

An MCP (Model Context Protocol) server that provides AI assistants like Cursor and Claude with access to sales intelligence, competitive analysis, and playbook discovery capabilities.

🚀 Quick Start with Cursor

1. Add MCP Configuration

Open Cursor Settings → Extensions → MCP Servers and add:

{
  "sales_intelligence": {
    "type": "stdio",
    "command": "npx",
    "args": ["-y", "@thedmaj/sales-intelligence-mcp"],
    "env": {
      "API_BASE_URL": "https://your-api-server.com",
      "API_KEY": "your_api_key_here",
      "MCP_LOG_LEVEL": "info"
    }
  }
}

2. Restart Cursor

3. Start Using

Try these example queries in Cursor:

"I am selling account verification to a large bank, what playbook plays exist?"

"How should I position against Early Warning System in fraud prevention?"

"Show me POC workflows for payment processing solutions"

📋 Prerequisites

• API Key: Your existing sales intelligence platform API key
• Node.js: Version 16 or higher
• Cursor: Latest version with MCP support

⚙️ Configuration

Environment Setup

Create a .env file or set environment variables:

# Required
API_BASE_URL=https://your-api-server.com
API_KEY=your_existing_api_key_here

# Optional
MCP_PORT=3001
MCP_TIMEOUT=10000
MCP_LOG_LEVEL=info

Advanced Configuration

# Production settings
NODE_ENV=production
MCP_RATE_LIMIT=100
MCP_CACHE_TTL=3600

# Development settings
NODE_ENV=development
MCP_LOG_LEVEL=debug

🛠️ Available Tools

1. Sales Content Search (find_sales_content)

Find relevant playbooks, plays, and content using natural language.

Example Cursor queries:

• "Find discovery plays for account verification in banking"
• "Show me demo content for fraud prevention in fintech"
• "What competitive positioning plays exist for payment processing?"

Parameters:

• query (required): Natural language search query
• solution: Filter by solution name
• segment: Market segment (Enterprise, Mid-Market, SMB)
• playType: Play type (DISCOVERY, DEMO, VALUE_PROPOSITION, etc.)
• limit: Number of results (default: 10)

2. Competitive Intelligence (get_competitive_intel)

Get talking points and battle cards for competing against specific competitors.

Example Cursor queries:

• "How do I compete against Early Warning System?"
• "Give me talking points for competing with Plaid in account verification"
• "What's our competitive advantage over Zelle in payments?"

Parameters:

• competitor (required): Competitor name (supports abbreviations like "EWS")
• solution: Filter by solution context
• includeExamples: Include example talking points (default: true)

3. Process Workflows (find_process_workflows)

Discover process workflows, POCs, and implementation guides.

Example Cursor queries:

• "Show me POC workflows for account verification"
• "Find implementation processes for fraud prevention"
• "What onboarding workflows exist for payment solutions?"

Parameters:

• processType (required): poc, implementation, onboarding, etc.
• solution: Filter by solution
• includeRoles: Include role assignments in workflows

4. Playbook Discovery (discover_playbooks)

Find available playbooks and identify content gaps.

Example Cursor queries:

• "What playbooks exist for enterprise banking clients?"
• "Show me playbook coverage for fraud prevention"
• "Find gaps in our fintech playbook content"

Parameters:

• solution: Filter by solution
• segment: Market segment
• vertical: Vertical market
• industry: Industry focus
• showGaps: Include gap analysis (default: true)

🔧 Installation & Configuration Methods

Method 1: Direct MCP Integration (Recommended)

For Cursor:

1. Open Cursor Settings → Extensions → MCP Servers
2. Add this configuration:

{
  "sales_intelligence": {
    "type": "stdio",
    "command": "npx",
    "args": ["-y", "@thedmaj/sales-intelligence-mcp"],
    "env": {
      "API_BASE_URL": "https://your-api-server.com",
      "API_KEY": "your_api_key_here",
      "MCP_LOG_LEVEL": "info"
    }
  }
}

3. Restart Cursor
4. Start using: "Find account verification plays for enterprise banking"

For Claude Desktop: Add to ~/Library/Application Support/Claude/claude_desktop_config.json:

{
  "mcpServers": {
    "sales_intelligence": {
      "type": "stdio",
      "command": "npx",
      "args": ["-y", "@thedmaj/sales-intelligence-mcp"],
      "env": {
        "API_BASE_URL": "https://your-api-server.com",
        "API_KEY": "your_api_key_here"
      }
    }
  }
}

Method 2: Standalone Server

# Run as HTTP server
npx @thedmaj/sales-intelligence-mcp

# Or install globally
npm install -g @thedmaj/sales-intelligence-mcp
sales-intelligence-mcp

Method 3: Development Setup

git clone https://github.com/thedmaj/sales-intelligence-mcp.git
cd sales-intelligence-mcp
npm install
npm run build
npm start

🐛 Troubleshooting

Common Issues

❌ "Authentication failed. Please check your API key"

# Solution: Verify your API key
export API_KEY=your_actual_api_key_here
npx @thedmaj/sales-intelligence-mcp

❌ "Connection refused" in Cursor

# Solution: Ensure server is running
npx @thedmaj/sales-intelligence-mcp
# Then check http://localhost:3001/health

❌ "No results found"

• Try broader search terms
• Check your solution/segment filters
• Verify data exists in your system

Health Check

Test server connectivity:

curl http://localhost:3001/health

Expected response:

{
  "status": "healthy",
  "version": "1.0.0",
  "uptime": "5m 23s"
}

Debug Mode

Enable detailed logging:

MCP_LOG_LEVEL=debug npx @thedmaj/sales-intelligence-mcp

📖 Cursor Integration Examples

Basic Sales Queries

Ask Cursor natural language questions:

User: "I'm meeting with JPMorgan Chase about account verification. What content should I prepare?"

Cursor with MCP: I found 5 relevant plays for account verification in enterprise banking. Here are the key ones to prepare:

1. Account Verification Discovery - Essential questions about their current verification process 2. Enterprise Demo Flow - Technical demonstration focusing on API integration 3. ROI Value Proposition - Cost savings analysis for large transaction volumes

Competitive Positioning

User: "The client mentioned they're also looking at Early Warning System. How should I position against them?"

Cursor with MCP: Here are key talking points for competing against Early Warning System:

🎯 Our Advantages: - Real-time fraud detection (vs. EWS batch processing) - More flexible API integration - Better false positive rates

Process Planning

User: "What's involved in a POC for fraud prevention with a fintech client?"

Cursor with MCP: I found a comprehensive POC workflow for fraud prevention:

📋 POC Process (4-6 weeks): 1. Week 1-2: Environment setup and data integration 2. Week 3-4: Model configuration and testing 3. Week 5-6: Performance evaluation and reporting

🔐 Security & Best Practices

API Key Security

• Never commit API keys to version control
• Use environment variables or secure secret management
• Rotate API keys regularly per your security policy

Rate Limiting

• Default: 100 requests per hour per API key
• Monitor usage through server logs
• Contact admin for limit increases if needed

Network Security

• Server runs on localhost by default
• Use HTTPS in production deployments
• Consider VPN access for remote usage

🚀 Advanced Usage

Custom Queries

You can ask complex, multi-part questions:

"I'm selling fraud prevention to a mid-market fintech that's currently using manual review processes. They're concerned about false positives and mentioned they're also evaluating Featurespace. What content should I prepare, and how should I position against the competition?"

Cursor will use multiple MCP tools to provide comprehensive answers covering:

• Relevant sales content and playbooks
• Competitive positioning against Featurespace
• Process workflows for implementation
• Value proposition specific to their pain points

Workflow Integration

Use MCP responses to build complete sales strategies:

1. Discovery Phase: Use find_sales_content for discovery questions
2. Competitive Research: Use get_competitive_intel for positioning
3. Demo Planning: Use find_process_workflows for POC planning
4. Proposal Building: Use discover_playbooks for comprehensive coverage

📊 Response Format

All MCP responses are formatted for easy reading:

# Sales Content Search Results

## Summary
Found 3 plays matching your query for Account Verification in Enterprise segment.

## Results

### 1. Account Verification Discovery
- **Type**: Discovery
- **Playbook**: Enterprise Banking Playbook
- **Description**: Essential discovery questions for account verification setup
- **Use When**: Initial client meetings and needs assessment

### 2. Enterprise API Demo
- **Type**: Demo
- **Playbook**: Technical Integration Playbook
- **Description**: Step-by-step API demonstration for enterprise clients
- **Use When**: Technical evaluation phase

## Insights
- Strong coverage for Discovery and Demo phases
- Consider adding more competitive positioning content
- ROI calculators available for enterprise deals

## Recommendations
- Start with discovery play to understand current process
- Prepare technical demo focusing on API simplicity
- Have competitive battle cards ready for EWS comparison

🤝 Contributing

Found a bug or want to contribute?

1. Issues: Report bugs at GitHub Issues
2. Feature Requests: Suggest improvements via issues
3. Pull Requests: Contributions welcome!

📄 License

MIT License - see LICENSE file for details.

🔗 Links

• GitHub Repository: https://github.com/thedmaj/sales-intelligence-mcp
• NPM Package: https://www.npmjs.com/package/@your-org/sales-intelligence-mcp
• Issues & Support: https://github.com/thedmaj/sales-intelligence-mcp/issues
• MCP Protocol: https://modelcontextprotocol.io/

Ready to get started? Run npx @thedmaj/sales-intelligence-mcp and configure Cursor to unlock AI-powered sales intelligence! 🚀