Salesloft MCP Demo Server

# Salesloft MCP Demo Server An MCP (Model Context Protocol) server that exposes sales call transcripts to Claude for AI-powered analysis. --- ## Project Overview This project demonstrates how to build an MCP server that bridges local data (sales call transcripts) with Claude, enabling natural language queries like: - "What calls do we have with telecom companies?" - "Search for mentions of procurement delays" - "Summarize the key themes from the TeleCom Nexus interview" ### Architecture ``` ┌─────────────────────────────────────────┐ │ Claude Code / Claude Desktop │ └────────────────────┬────────────────────┘ │ STDIO ▼ ┌─────────────────────────────────────────┐ │ salesloft-transcripts MCP Server │ │ │ │ Tools: Resources: │ │ • list_calls • transcripts://list│ │ • get_call • transcripts://{id}│ │ • search_calls │ └────────────────────┬────────────────────┘ │ ▼ ┌─────────────────────────────────────────┐ │ transcripts/ directory │ │ (47 markdown files with metadata) │ └─────────────────────────────────────────┘ ``` ### MCP Tools Available | Tool | Purpose | Parameters | |------|---------|------------| | `list_calls` | List/filter transcripts | `company`, `deal_stage`, `limit` | | `get_call` | Get full transcript | `call_id` | | `search_calls` | Keyword search | `query`, `limit` | ### Quick Start ```bash # Install dependencies uv sync # Run tests uv run pytest tests/ -v # Start server (for testing) uv run salesloft-mcp ``` ### Project Structure ``` salesloft_mcp_demo/ ├── src/salesloft_mcp/ │ ├── server.py # FastMCP server with tools/resources │ ├── transcript_loader.py # Markdown + YAML parsing │ └── search.py # Keyword search with context ├── transcripts/ # 47 call transcripts ├── tests/ # 36 pytest tests ├── docs/ │ ├── prd.md # Product requirements │ └── mcp_spec.md # Technical specification └── .claude/settings.local.json # MCP configuration ``` ### Key Implementation Details - **Transcript Loader**: Handles both YAML frontmatter and markdown metadata tables - **Search**: Returns ~75 words of context around matches with speaker/timestamp extraction - **Caching**: Transcripts loaded once at startup for sub-second response times - **Error Handling**: Graceful fallbacks for malformed files, clear error messages --- ## TODO: Remote Hosting **Goal:** Enable non-technical users to connect without cloning/installing locally. **Plan:** - [ ] Host MCP server on Railway - [ ] Change transport from STDIO to HTTP/SSE - [ ] Create simple connection instructions (just add URL to Claude config) --- # Claude Code Project Resources This file documents all available commands, skills, and agents accessible through your personal `.claude` folder. --- ## Commands Commands are invoked with `/command-name` and automate complex workflows. ### Planning & Requirements - **/plan** - Generate PRD and execution plan with agent approval - **/spec** - Comprehensive specification analysis with backend, frontend, and architecture synthesis - **/spec-lite** - Lightweight spec analysis optimized for free-tier users - **/execution-plan** - Create comprehensive execution plan for project folder - **/build** - Build full application from transcript file using parallel agents - **/product-interview** - Conduct product interview to refine MVP concept ### Project Management & Planning - **/todo** - Process transcript_todo.md and update todo.md with organized, prioritized tasks - **/todo-cc** - Execute all CC-delegable tasks from todo.md in optimized parallel/sequential order - **/todo-done** - Archive completed tasks from todo.md to dated Archive section - **/feature-driven-development** - Generate feature list and execution plan with agent approval - **/plan-mode** - Interactive AI-powered planning mode for complex tasks - **/plan-lite** - Lightweight planning workflow optimized for free-tier users - **/plan_review** - Have multiple specialized agents review a plan in parallel ### Development & Execution - **/execute** - Execute the plan in todo.md using parallel subagents with coordination - **/resolve_todo_parallel** - Resolve all pending CLI todos using parallel processing - **/resolve_parallel** - Resolve all TODO comments using parallel processing - **/resolve_pr_parallel** - Resolve all PR comments using parallel processing ### Code & Documentation - **/cost-estimate** - Estimate development cost of a codebase based on lines of code and complexity - **/changelog** - Create engaging changelogs for recent merges to main branch - **/release-docs** - Build and update the documentation site with current plugin components - **/deploy-docs** - Validate and prepare documentation for GitHub Pages deployment ### Content & Analysis - **/book** - Process book photos to extract underlined/highlighted quotes into a markdown file - **/yt-transcript** - Clean up YouTube transcript by removing timestamps and organizing into cohesive sentences - **/cc-research** - Fetch and analyze r/ClaudeCode discussions to extract actionable techniques - **/ccprompt** - Extract user prompts from conversation and save to claude_prompts.md - **/conversation-insights** - Extract patterns, themes, and insights across multiple conversation transcripts ### CRM & Business - **/crm-new** - Create a new CRM lead file from the lead template - **/crm-next** - Suggest the next best action for a specific CRM lead - **/crm-report** - Generate a comprehensive CRM pipeline report from all leads - **/diligence-agent** - Run full contract diligence: assess contracts, spot-check results, upload to Monday.com ### Specialized Tools - **/granola-sync** - Sync new Granola transcripts to /brain via automated Raycast extraction - **/reproduce-bug** - Reproduce and investigate a bug using logs and console inspection - **/report-bug** - Report a bug in the compounding-engineering plugin - **/heal-skill** - Heal skill documentation by applying corrections discovered during execution - **/create-agent-skill** - Create or edit Claude Code skills with expert guidance - **/generate_command** - Create a new custom slash command following conventions and best practices - **/prompt-help** - Expand a brief prompt to full specifications - **/triage** - Triage and categorize findings for the CLI todo system ### Utilities - **/pace** - Calculate percentage progress through weekly Claude Code usage period - **/prime** - Load coding best practices - avoid over-engineering, read before editing - **/skip-permissions** - Allow all tool use without approval prompts --- ## Skills Skills are specialized tools invoked with `/skill-name` and provide focused capabilities. ### **cc-research** **Purpose:** Fetch and analyze r/ClaudeCode discussions to extract actionable techniques and insights **Usefulness:** - Research latest Claude Code community techniques - Find solutions to common problems others have solved - Discover new tools and patterns used by community **Example:** `/cc-research latest prompt engineering techniques` ### **conversation-insights** **Purpose:** Extract patterns, themes, and insights across multiple conversation transcripts **Usefulness:** - Analyze what people ask about - Identify recurring business ideas - Find common themes in voice notes - Synthesize insights from meetings **Example:** `/conversation-insights business patterns from meeting transcripts` ### **email-writer** **Purpose:** Draft professional emails matching a warm, direct, action-oriented voice **Usefulness:** - Write business communications - Schedule meetings - Draft proposals - Write follow-ups with correct tone **Example:** `/email-writer draft client onboarding email` ### **frontend-design** **Purpose:** Create distinctive, production-grade frontend interfaces with high design quality **Usefulness:** - Build web components from scratch - Create landing pages - Design application dashboards - Generate polished, modern UIs **Example:** `/frontend-design create dashboard landing page` ### **frontend-imitate** **Purpose:** Create frontend designs by imitating reference websites **Usefulness:** - Replicate successful design patterns - Match competitor designs - Learn from well-designed sites - Maintain design consistency **Example:** `/frontend-imitate https://stripe.com` ### **frontend-inspiration** **Purpose:** Create frontend designs by gathering inspiration from reference websites **Usefulness:** - Draw design concepts from reference materials - Find design patterns for specific problems - Get inspiration from industry leaders - Discover trending design approaches **Example:** `/frontend-inspiration SaaS pricing pages` ### **gemini** **Purpose:** Send prompts and tasks to Google Gemini using API key **Usefulness:** - Extended thinking mode for complex problems - Multimodal analysis (images, text) - Specialized tasks requiring Gemini capabilities - Alternative AI perspective **Example:** `/gemini analyze this image with extended thinking` ### **monday** **Purpose:** Integrate with Monday.com API to create and update items on boards **Usefulness:** - Write metrics to Monday.com workspace - Create and update tasks automatically - Sync data from Claude to Monday - Automate board updates **Example:** `/monday create task on My Projects board` --- ## Agents Agents are specialized AI personas that can be delegated work. They're invoked through the Task tool and coordinate large-scale development efforts. ### Business & Product Agents #### **product-manager** **Role:** Principal product manager for strategy, user experience, and feature prioritization **Specialization:** - Product strategy and vision - User experience design - Feature prioritization and roadmapping - Requirements gathering **Delegate When:** You need product vision, strategy analysis, or UX decisions **Expertise Level:** Principal-level #### **product-interviewer** **Role:** Expert product interviewer who refines product concepts through strategic questioning **Specialization:** - Problem discovery - Requirement clarification - MVP definition - User flow exploration **Delegate When:** You want to deeply explore and refine product ideas **Expertise Level:** Expert #### **orchestrator** **Role:** Technical program manager that orchestrates collaboration between backend and frontend **Specialization:** - Multi-team coordination - Technical integration planning - Resource allocation - Dependency management **Delegate When:** You need coordination between frontend and backend teams **Expertise Level:** Principal-level #### **program-manager** **Role:** Senior program manager for project planning, stakeholder alignment, and blocker removal **Specialization:** - Project planning and scheduling - Stakeholder management - Blocker identification and resolution - Risk management **Delegate When:** You have large projects with multiple stakeholders **Expertise Level:** Senior #### **project-manager** **Role:** Project manager for task delegation and developer agent coordination **Specialization:** - Day-to-day task management - Developer coordination - Team communication - Progress tracking **Delegate When:** You need ongoing task management and team coordination **Expertise Level:** Senior ### Engineering Agents #### **architect** **Role:** Principal software architect for system design, technical strategy, and architectural patterns **Specialization:** - System design and architecture - Design patterns - Technical strategy - Technology selection **Delegate When:** Making major architectural decisions **Expertise Level:** Principal-level #### **frontend-engineer** **Role:** Principal front-end engineer for modern web technologies and client-side architecture **Specialization:** - React and TypeScript - Component design and architecture - UX implementation - Frontend performance optimization **Delegate When:** Building UI/UX or designing frontend architecture **Expertise Level:** Principal-level #### **backend-engineer** **Role:** Principal back-end engineer for server-side architecture and distributed systems **Specialization:** - API design and implementation - Database design and optimization - Scalability and performance - System reliability **Delegate When:** Building APIs, databases, or backend systems **Expertise Level:** Principal-level ### Specialized Agents #### **agent-cmo** **Role:** Chief Marketing Officer in a Box **Specialization:** - Marketing strategy - Brand positioning - Go-to-market planning - Marketing messaging **Delegate When:** You need marketing strategy or positioning **Expertise Level:** Chief-level #### **call-analyzer** **Role:** Conversational Pattern & Communication Analyzer **Specialization:** - Communication pattern analysis - Conversation dynamics - Pattern recognition - Insight extraction **Delegate When:** Analyzing communication patterns or call transcripts **Expertise Level:** Specialist --- ## Quick Reference ### How to Use Commands ```bash /command-name [arguments] ``` Examples: - `/plan` - Start product planning - `/build` - Build from transcript - `/execute` - Run execution plan ### How to Use Skills ```bash /skill-name [arguments] ``` Examples: - `/cc-research prompt engineering` - `/email-writer draft proposal` - `/frontend-design landing page` ### How to Delegate to Agents Agents are invoked through the Task tool in Claude Code: ``` Use Task tool with: - subagent_type: 'product-manager' (or other agent) - prompt: Your delegation instructions ``` --- ## Project Workflow 1. **Start with Planning** - Use `/plan` or `/spec` to define requirements - Edit `docs/transcript.md` with vision and requirements 2. **Create Execution Plan** - Use `/execution-plan` for detailed steps - Or `/build` to analyze and create plan automatically 3. **Execute with Agents** - Use `/execute` to run your plan - Agents automatically reference this claude.md - Use `/resolve_todo_parallel` for parallel execution 4. **Track Progress** - Use `/todo` to organize tasks - Use `/todo-done` to archive completed work 5. **Deliver & Document** - Use `/changelog` for release notes - Use `/deploy-docs` for documentation --- ## File Organization Tips - **docs/transcript.md** - Your project's single source of truth - **docs/prd.md** - Auto-generated by `/plan` - **docs/ui.md** - Auto-generated by `/build` - **docs/backend.md** - Auto-generated by `/build` - **docs/todo.md** - Your execution plan - **claude.md** - This file; reference for all resources ## Tips for Success 1. **Use the Right Command** - Check the planning section for the right starting command 2. **Delegate Effectively** - Read agent descriptions to pick the right specialist 3. **Document Everything** - Keep docs/transcript.md updated 4. **Iterate Quickly** - Use `/resolve_todo_parallel` to execute in parallel 5. **Reference Skills** - Use skills for specialized tasks like email writing or design --- Generated by `/new-project` command - Update this file as your project evolves!