Customer Health Intelligence MCP Server
Provides customer health intelligence tools (health score, product usage, recommended playbook) that can be called directly from Salesforce via MCP for a Customer Success Orchestrator demo.
Click on "Install 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., "@Customer Health Intelligence MCP ServerWhat's the customer health score for 001aj00000AcmeManufacturing?"
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.
Customer Health Intelligence MCP Server
A small, self-contained MCP server for the Customer Success Orchestrator demo. It exposes three tools, all backed by deterministic mock data (no real API keys, no real customer data):
get_customer_health(accountId)- health score, trend, sentiment summary, risk factorsget_product_usage(accountId)- active users, login frequency, feature adoption, usage trendget_recommended_playbook(accountId)- playbook name, urgency, summary, next actionsping()- diagnostic-only, no real use case. Deliberately trivial (empty input,{"status":"ok"}output) - added and kept registered as a minimal, reproducible repro case for the "any mcpTool:// action fails to publish" platform issue documented in AgentSpec.md's "MCP Integration Status". Not meant to be wired into the actual agent.
The same accountId always resolves to the same one of six health archetypes
(thriving, steady, at-risk-usage, at-risk-sentiment, new-ramping,
champion-turnover) across all three tools and across repeated calls, so a live
demo tells one coherent story per account instead of contradicting itself between
calls. See mock-data.js for the archetypes.
Verified working end-to-end locally against the real MCP protocol (initialize,
tools/list, tools/call) before being handed off - see the bottom of this file
if you want to re-run that check yourself.
Run it locally
npm install
npm startListens on http://localhost:8080/mcp (override with the PORT env var).
Important: MCP_ALLOWED_HOSTS
@modelcontextprotocol/express includes DNS-rebinding protection that, once bound
to 0.0.0.0 (required for any external caller to reach it), only accepts requests
whose Host header matches an explicit allowlist - it has no implicit "allow
everything" mode. Set MCP_ALLOWED_HOSTS to a comma-separated list of the
hostname(s) the server will actually be reached at, or every request gets a 403.
This has to match whatever the current public hostname is - it changes every time
you restart a Cloudflare quick tunnel, and will be a fixed different value once on
Render.
Related MCP server: Company Records
Expose it publicly - Cloudflare Tunnel (no account, no billing, works immediately)
Both Google Cloud Run and Render hit billing/card walls during setup, so this is the path that was actually used to get this server reachable for testing. No signup of any kind required.
winget install --id Cloudflare.cloudflared -e
cloudflared tunnel --url http://localhost:8080This prints a random https://<random-words>.trycloudflare.com URL - grab it from
the "Your quick Tunnel has been created!" output, then set it as MCP_ALLOWED_HOSTS
before starting the server:
MCP_ALLOWED_HOSTS="<random-words>.trycloudflare.com,localhost" npm startCaveat: this is an account-less "quick tunnel" - Cloudflare gives no uptime
guarantee, and the URL changes every time you restart cloudflared. Fine for
testing and registering the connection now; re-run both commands (and re-register
the new URL in Salesforce) right before an actual live demo so the hostname is
fresh and warm.
Deploy it somewhere permanent later - Google Cloud Run or Render
Both were attempted and both required linking a billing method/card before
deploying (Cloud Run needs a GCP billing account; Render's free web services
have prompted for a card on this account too) - neither is a hard blocker, just
something to budget time for if you want a stable, permanent URL instead of the
tunnel. If you go this route, remember to also set MCP_ALLOWED_HOSTS to that
service's assigned hostname (e.g. --set-env-vars on Cloud Run, or an environment
variable in Render's dashboard) - the server will 403 without it, same as above.
Optional: protect the endpoint
Mock data means there's nothing sensitive to protect, but if you want light
protection anyway, set MCP_API_KEY to a secret of your choosing. With it set,
every request must include Authorization: Bearer <that-secret>, and Salesforce's
connection would need to be registered as an API-key/custom-header auth type
rather than No Authentication - check whether that option exists before relying
on it. Leave MCP_API_KEY unset to allow any caller, which is simplest and fine
for a demo.
Register in Salesforce
Server URL:
https://<your-public-hostname>/mcpAuthentication Method: No Authentication (unless you set
MCP_API_KEYabove)
Because there's no OAuth negotiation at all, this sidesteps the client_credentials
discovery failure hit earlier with Slack's official MCP server - Salesforce just
calls the URL directly.
Re-verifying it works (what was actually run before handoff)
npm install
npm start
# in another terminal:
curl -X POST http://localhost:8080/mcp \
-H "Content-Type: application/json" \
-H "Accept: application/json, text/event-stream" \
-d '{"jsonrpc":"2.0","id":1,"method":"tools/call","params":{"name":"get_customer_health","arguments":{"accountId":"001aj00000AcmeManufacturing"}}}'Should return a JSON-RPC response with a content array containing the health
payload as text. initialize and tools/list were also confirmed working - that
matters because those two calls are exactly what Salesforce's connection
discovery step runs first.
This server cannot be installed
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