Provides revenue intelligence from Salesforce pipeline data, including tools for pipeline health, deal details, risk scanning, and search, as well as pre-built prompts for pipeline review and coaching.
Click on "Deploy Server".
Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.
In the chat, type @ followed by the MCP server name and your instructions, e.g., "@StratoForce MCP Server How's my pipeline looking?"
That's it! The server will respond to your query, and you can continue using it as needed.
Here is a step-by-step guide with screenshots.
Revenue intelligence from your Salesforce pipeline, accessible to any AI assistant.
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.
Related MCP server: mcp-server-salesforce
Resource | URI | Description |
Pipeline Summary |
| Open deals by stage with totals |
Top Deals |
| Top 15 opportunities by value |
Active Alerts |
| Revenue intelligence alerts (last 7 days) |
Tool | Description |
| Comprehensive pipeline health: stages, velocity, win rate, stale deals |
| Deep dive on any opportunity: contacts, conversations, scores |
| AI pre-call briefing: stakeholders, competitive intel, talking points |
| Pipeline risk scan: stale deals, past-due close dates, dark champions |
| Search deals by name, account, stage, or owner |
Prompt | Description |
| Weekly pipeline review for sales meetings |
| Deal-specific coaching with MEDDIC analysis |
| Forecast call preparation briefing |
Node.js 20+
Salesforce CLI (sf) with an authenticated org
StratoForce AI managed package installed in your Salesforce org
cd stratoforce-mcp-server
npm installAdd 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"
}
}
}
}echo '{"jsonrpc":"2.0","id":1,"method":"initialize","params":{"protocolVersion":"2025-03-26","capabilities":{},"clientInfo":{"name":"test","version":"1.0.0"}}}' | node index.js"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
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)MIT — StratoForce AI, LLC
This server cannot be deployed
Ask about your deals, pace to target, and team odds from Stratyfix. Read only, real permissions.
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