StratoForce AI — MCP Server

Revenue intelligence from your Salesforce pipeline, accessible to any AI assistant.

What It Does

Connects your Salesforce revenue data to any MCP-compatible AI client — Claude Desktop, VS Code, Cursor, Windsurf, and more. Ask natural-language questions about your pipeline and get real answers from real data.

Capabilities

Resources (read-only data)

| Resource | URI | Description | |----------|-----|-------------| | Pipeline Summary | stratoforce://pipeline/summary | Open deals by stage with totals | | Top Deals | stratoforce://pipeline/top-deals | Top 15 opportunities by value | | Active Alerts | stratoforce://alerts/active | Revenue intelligence alerts (last 7 days) |

Tools (LLM-invokable functions)

| Tool | Description | |------|-------------| | get_pipeline_health | Comprehensive pipeline health: stages, velocity, win rate, stale deals | | get_deal_details | Deep dive on any opportunity: contacts, conversations, scores | | generate_briefing | AI pre-call briefing: stakeholders, competitive intel, talking points | | scan_risks | Pipeline risk scan: stale deals, past-due close dates, dark champions | | search_deals | Search deals by name, account, stage, or owner |

Prompts (pre-built templates)

| Prompt | Description | |--------|-------------| | pipeline_review | Weekly pipeline review for sales meetings | | deal_coaching | Deal-specific coaching with MEDDIC analysis | | forecast_prep | Forecast call preparation briefing |

Setup

Prerequisites

• Node.js 20+
• Salesforce CLI (sf) with an authenticated org
• StratoForce AI managed package installed in your Salesforce org

Install

cd stratoforce-mcp-server
npm install

Configure Claude Desktop

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

{
  "mcpServers": {
    "stratoforce": {
      "command": "node",
      "args": ["/path/to/stratoforce-mcp-server/index.js"],
      "env": {
        "SF_TARGET_ORG": "stratoforce-dev"
      }
    }
  }
}

Test

echo '{"jsonrpc":"2.0","id":1,"method":"initialize","params":{"protocolVersion":"2025-03-26","capabilities":{},"clientInfo":{"name":"test","version":"1.0.0"}}}' | node index.js

Example Conversations

"How's my pipeline looking?" → Uses get_pipeline_health → Returns stage breakdown, win rate, stale deals, forecast

"Generate a briefing for the Acme deal" → Uses search_deals → finds Acme → Uses generate_briefing → Full pre-call prep

"What deals are at risk?" → Uses scan_risks → Returns stale deals, past-due close dates, score drops

"Run the pipeline_review prompt" → Executes full pipeline review combining all tools → Executive summary

Architecture

AI Client (Claude/VS Code/Cursor)
    ↕ MCP Protocol (JSON-RPC over stdio)
StratoForce MCP Server (Node.js)
    ↕ Salesforce REST API + Apex REST
StratoForce Managed Package (data layer)

License

MIT — StratoForce AI, LLC