15 AI revenue intelligence tools for Salesforce — pipeline, deals, coaching, competitors.
Quick Install
Automated & IDE SetupCopy the AI prompt to install this server into Claude Code, Cursor, or another agent — or use 1-click editor setup below.
Manual Client & Custom JSON ConfigExpand JSON ▾
Client Config & Setup
Choose your client or environment
Target File:
💡 Paste the JSON block into your client's configuration file under mcpServers, then restart the application.
Capabilities & Tool Schemas (5)
Inspect callable tools, capabilities, and parameters exposed to AI agents by StratoForce AI Revenue Intelligence.
get_pipeline_healthComprehensive pipeline health: stages, velocity, win rate, stale deals
get_deal_detailsDeep dive on any opportunity: contacts, conversations, scores
generate_briefingAI pre-call briefing: stakeholders, competitive intel, talking points
scan_risksPipeline risk scan: stale deals, past-due close dates, dark champions
search_dealsSearch deals by name, account, stage, or owner
Documentation Overview
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
Configure Claude Desktop
Add to ~/Library/Application Support/Claude/claude_desktop_config.json:
Test
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
License
MIT — StratoForce AI, LLC
Related MCP Servers
Adoption & maintenance
Factual signals from GitHub, npm, and our automated checks — not a rating.
Last commit
4mo ago
Most recent push to the default branch.
Tools exposed
5
Callable tools this server registers over MCP.
Reviews
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Frequently Asked Questions about StratoForce AI Revenue Intelligence
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Markdown (GitHub README)
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CategoryDeveloper Tools
41Quality signal: Fair · 41/100How this signal is calculated ▾
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Verified ownership10/20
Documentation & tools20/30
Adoption & activity1/15
Community engagement0/10
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