@snokam/mcp-salesforce 1.124.0 → 1.125.0

package/src/tools/pipeline.ts

@@ -0,0 +1,92 @@
+import type { McpServer } from "@modelcontextprotocol/sdk/server/mcp.js";
+import { z } from "zod";
+import { sfQuery } from "../salesforce-client.js";
+
+export function registerPipelineTools(server: McpServer): void {
+  server.tool(
+    "search_leads",
+    "Search for leads in Salesforce",
+    {
+      query: z.string().describe("Search query"),
+      status: z
+        .string()
+        .optional()
+        .describe("Lead status filter (e.g., Open, Working, Closed)"),
+      limit: z.number().default(10).describe("Maximum number of results"),
+    },
+    async ({ query, status, limit }) => {
+      const escapedQuery = query.replace(/'/g, "\\'");
+      let whereClause = `Name LIKE '%${escapedQuery}%' OR Email LIKE '%${escapedQuery}%' OR Company LIKE '%${escapedQuery}%'`;
+      if (status) {
+        whereClause = `(${whereClause}) AND Status = '${status}'`;
+      }
+      const soql = `
+      SELECT Id, Name, Email, Phone, Company, Status, LeadSource, CreatedDate
+      FROM Lead
+      WHERE ${whereClause}
+      ORDER BY CreatedDate DESC
+      LIMIT ${limit}
+    `;
+      const records = await sfQuery(soql);
+      return {
+        content: [{ type: "text", text: JSON.stringify(records, null, 2) }],
+      };
+    }
+  );
+
+  server.tool(
+    "get_opportunities",
+    "Get opportunities from Salesforce pipeline",
+    {
+      stage: z
+        .string()
+        .optional()
+        .describe(
+          "Filter by stage (e.g., Prospecting, Negotiation, Closed Won)"
+        ),
+      accountId: z.string().optional().describe("Filter by account ID"),
+      limit: z.number().default(20).describe("Maximum number of results"),
+    },
+    async ({ stage, accountId, limit }) => {
+      const conditions: string[] = [];
+      if (stage) conditions.push(`StageName = '${stage}'`);
+      if (accountId) conditions.push(`AccountId = '${accountId}'`);
+
+      const whereClause =
+        conditions.length > 0 ? `WHERE ${conditions.join(" AND ")}` : "";
+      const soql = `
+      SELECT Id, Name, StageName, Amount, CloseDate, Account.Name, Owner.Name, Probability
+      FROM Opportunity
+      ${whereClause}
+      ORDER BY CloseDate ASC
+      LIMIT ${limit}
+    `;
+      const records = await sfQuery(soql);
+      return {
+        content: [{ type: "text", text: JSON.stringify(records, null, 2) }],
+      };
+    }
+  );
+
+  server.tool(
+    "soql_query",
+    "Execute a custom SOQL query against Salesforce (read-only)",
+    {
+      query: z.string().describe("SOQL query to execute"),
+    },
+    async ({ query }) => {
+      if (!query.trim().toUpperCase().startsWith("SELECT")) {
+        return {
+          content: [
+            { type: "text", text: "Error: Only SELECT queries are allowed" },
+          ],
+          isError: true,
+        };
+      }
+      const records = await sfQuery(query);
+      return {
+        content: [{ type: "text", text: JSON.stringify(records, null, 2) }],
+      };
+    }
+  );
+}