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

bash

cd stratoforce-mcp-server
npm install

Configure Claude Desktop

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

json

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

Test

bash

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)