AI-powered Salesforce CRM: opportunity intelligence, conversation analysis, SOQL, analytics
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io.github.aaronsb/salesforce-cloud is an MCP server that AI-powered Salesforce CRM: opportunity intelligence, conversation analysis, SOQL, analytics. Its tool list has not been published yet over stdio, requires no API key, and scores 78/100 on MCPpedia's security, maintenance and efficiency rubric.
Config is the same across clients - only the file and path differ.
{
"mcpServers": {
"salesforce-cloud": {
"env": {
"SF_PASSWORD": "your_salesforce_password",
"SF_USERNAME": "your_salesforce_username",
"SF_CLIENT_ID": "your_client_id",
"SF_LOGIN_URL": "https://login.salesforce.com",
"SF_CLIENT_SECRET": "your_client_secret"
},
"args": [
"/path/to/salesforce-cloud/build/index.js"
],
"command": "node"
}
}
}Are you the author?
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AI-powered Salesforce CRM: opportunity intelligence, conversation analysis, SOQL, analytics
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No known CVEs.
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This MCP (Model Context Protocol) server provides AI-powered tools for interacting with Salesforce, featuring opportunity intelligence, conversation analysis, business case generation, and standard CRUD operations. Built with pagination support and optimized response structures for AI workflows.
Imagine having a sales expert that instantly knows everything about your deals and can give you winning strategies. That's what this AI does with your Salesforce data.
You say: "Show me all Microsoft deals over $100K in the proposal stage"
AI does: Searches your entire Salesforce database and returns matching opportunities
You say: "How's the engagement on the Acme deal? Are we talking to the right people?"
AI does: Analyzes all your calls, emails, and activities to give engagement insights
You say: "Find me deals similar to this opportunity that we won"
AI does: Scans your database for similar successful deals and success patterns
You say: "Create a business case document for this opportunity"
AI does: Generates a professional PDF ready for executives
Scenario: "I'm struggling with the Acme Corp deal. It's been stuck in negotiation for 2 months."
AI Response: "Let me analyze the Acme opportunity... I see limited engagement in the past 3 weeks. You've had 2 calls with procurement but haven't connected with the decision maker yet. Similar deals that got unstuck had executive sponsor engagement. I found 3 comparable deals where scheduling an executive briefing moved things forward. Here's a business case document you can use..."
Scenario: "My manager wants to know why our cloud migration deals are taking so long to close."
AI Response: "Analyzing your cloud migration opportunities... The average sales cycle is 40% longer than industry standard. The pattern shows deals stall in the technical evaluation stage. Successful cloud deals had solution architects engaged 2 weeks earlier on average. I recommend involving technical resources sooner..."
The Magic: You just chat naturally. The AI automatically connects to your Salesforce, analyzes millions of data points, finds patterns, and gives you actionable recommendations. It's like having a sales intelligence team, data analyst, and business consultant all rolled into one AI that knows your Salesforce inside and out.
| 👤 You | Can you look for any open salesforce opportunities where the solution engineer includes Aaron Rochelle? |
| 🤖 AI Assistant | Let me help you search for Salesforce opportunities where Aaron Rochelle is involved as a Solution Engineer. I'll run a query in your Salesforce database to find opportunities matching that criteria... 📊 Found 3 opportunities: • Cloud Migration - Acme Corp ($250K, Proposal) • Digital Transformation - TechFlow ($180K, Qualification) • Infrastructure Upgrade - GlobalTech ($320K, Negotiation) |
| 👤 You | Tell me more about the Acme Corp opportunity |
| 🤖 AI Assistant | Here are the key details for the Acme Corp Cloud Migration opportunity: 💼 Opportunity Details: • Account: Acme Corp • Amount: $250,000 • Stage: Proposal • Close Date: 2024-03-15 • Decision Maker: Sarah Johnson |