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