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StratoForce AI Revenue Intelligence

السجل الرسمي التسويق والمبيعات

15 AI revenue intelligence tools for Salesforce — pipeline, deals, coaching, competitors.

الشيفرة المصدرية التوثيق

التثبيت

أضف هذا إلى إعدادات MCP في عميلك (Claude Desktop: claude_desktop_config.json، وCursor: ‏.cursor/mcp.json، ويستخدم VS Code وغيره الصيغة نفسها «mcpServers»).

Remote (streamable-http)
Claude Code 
claude mcp add --transport http stratoforce-ai-revenue-intelligence 'https://stratoforce-mcp.stratoforce.workers.dev/mcp'
إعداد JSON (Claude Desktop وCursor وVS Code) 
{
    "mcpServers": {
        "stratoforce-ai-revenue-intelligence": {
            "type": "http",
            "url": "https://stratoforce-mcp.stratoforce.workers.dev/mcp"
        }
    }
}

التوثيق

مأخوذ من ملف README للمشروع على GitHub ويُحدَّث أسبوعيًا. تفتح الروابط على GitHub.

المحتويات
  1. StratoForce AI — MCP Server
  2. What It Does
  3. Capabilities
  4. Setup
  5. Example Conversations
  6. Architecture
  7. License

StratoForce AI — MCP Server

Revenue intelligence from your Salesforce pipeline, accessible to any AI assistant.

What It Does

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.

Capabilities

Resources (read-only data)
ResourceURIDescription
Pipeline Summarystratoforce://pipeline/summaryOpen deals by stage with totals
Top Dealsstratoforce://pipeline/top-dealsTop 15 opportunities by value
Active Alertsstratoforce://alerts/activeRevenue intelligence alerts (last 7 days)
Tools (LLM-invokable functions)
ToolDescription
get_pipeline_healthComprehensive pipeline health: stages, velocity, win rate, stale deals
get_deal_detailsDeep dive on any opportunity: contacts, conversations, scores
generate_briefingAI pre-call briefing: stakeholders, competitive intel, talking points
scan_risksPipeline risk scan: stale deals, past-due close dates, dark champions
search_dealsSearch deals by name, account, stage, or owner
Prompts (pre-built templates)
PromptDescription
pipeline_reviewWeekly pipeline review for sales meetings
deal_coachingDeal-specific coaching with MEDDIC analysis
forecast_prepForecast call preparation briefing

Setup

Prerequisites
  • Node.js 20+
  • Salesforce CLI (sf) with an authenticated org
  • StratoForce AI managed package installed in your Salesforce org
Install
cd stratoforce-mcp-server
npm install
Configure Claude Desktop

Add 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"
      }
    }
  }
}
Test
echo '{"jsonrpc":"2.0","id":1,"method":"initialize","params":{"protocolVersion":"2025-03-26","capabilities":{},"clientInfo":{"name":"test","version":"1.0.0"}}}' | node index.js

Example Conversations

"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

Architecture

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)

License

MIT — StratoForce AI, LLC

الأسئلة الشائعة

ما هو StratoForce AI Revenue Intelligence؟

15 AI revenue intelligence tools for Salesforce — pipeline, deals, coaching, competitors.

كيف أثبّت StratoForce AI Revenue Intelligence؟

يعمل كخادم بعيد. في Claude Code: claude mcp add --transport http stratoforce-ai-revenue-intelligence 'https://stratoforce-mcp.stratoforce.workers.dev/mcp'. وفي العملاء الآخرين، الصق إعداد JSON من هذه الصفحة في إعدادات MCP الخاصة بهم.

هل يحتاج StratoForce AI Revenue Intelligence إلى مفتاح API؟

لا يذكر إدراجه في السجل أي مفتاح أو سر إلزامي. قد تتطلب بعض الميزات حسابًا لدى الخدمة التي يتصل بها.

هل StratoForce AI Revenue Intelligence مفتوح المصدر؟

شيفرته علنية على GitHub، لكن المستودع لا يعلن ترخيصًا قياسيًا.

من يصون StratoForce AI Revenue Intelligence؟

ينشره Stratoforce-AI-LLC. يدرجه AI.tn لكنه لا يصونه ولا يوصي به.

من سجل MCP الرسمي. الإدراج ليس توصية: راجع شيفرة الخادم وصلاحياته قبل منحه الوصول إلى بياناتك.