CRM Account Planning Cowork Agent MCP Server
by cdhamija
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| PORT | No | Port on which the MCP server listens. Defaults to 3000. | 3000 |
| DATA_MODE | No | Data mode: 'sample' uses built-in demo data; 'salesforce' connects to a live CRM. Defaults to sample. | sample |
| MCP_API_KEY | No | Optional bearer token to protect the /mcp endpoint. Recommended for anything beyond a demo. | |
| ALLOW_WRITES | No | Whether write operations are enabled. Set to 'false' for read-only mode. | true |
| SF_CLIENT_ID | No | Salesforce connected app client ID. Required when DATA_MODE=salesforce. | |
| SF_API_VERSION | No | Salesforce API version, e.g., '58.0'. | |
| SF_INSTANCE_URL | No | Salesforce instance URL. Required when DATA_MODE=salesforce. | |
| SF_CLIENT_SECRET | No | Salesforce connected app client secret. Required when DATA_MODE=salesforce. | |
| MAX_PIPELINE_ROWS | No | Maximum number of pipeline rows returned by get_pipeline. |
Instructions
Guidance the server publishes about itself, which clients place ahead of the tool catalog so the model reads it before choosing anything.
This server publishes no instructions, or was last inspected before Glama recorded them.
Capabilities
Server capabilities have not been inspected yet.
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
No tools | |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |
This server cannot be deployed
Maintenance
ActivityMaintained
ResponsivenessNo issues