@summit53/mcp-server 1.0.0

package/LICENSE

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+Copyright (c) 2026 Summit53 Pty Ltd. All rights reserved.
+
+This software is proprietary and confidential. Unauthorized copying, distribution,
+or use of this software, via any medium, is strictly prohibited.
+
+The Summit53 MCP Server npm package is provided as a convenience wrapper to connect
+MCP-compatible AI assistants to the hosted Summit53 service. Use of the Summit53
+service is subject to the Terms of Service at https://summit53.io/terms.
+
+For licensing inquiries, contact: support@summit53.io

package/README.md

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+# Summit53 MCP Server
+
+**48 revenue intelligence tools for AI assistants.**
+
+Summit53 MCP server connects your AI assistant to your CRM — search deals, forecast revenue, analyze pipeline risk, run qualification frameworks, manage outreach sequences, and track value delivery using natural language.
+
+[![npm version](https://img.shields.io/npm/v/@summit53/mcp-server)](https://www.npmjs.com/package/@summit53/mcp-server)
+[![MCP Compatible](https://img.shields.io/badge/MCP-compatible-brightgreen)](https://modelcontextprotocol.io)
+[![License](https://img.shields.io/badge/license-Proprietary-blue)](https://summit53.io/terms)
+
+## Quick Start
+
+All connections use **OAuth 2.0 authentication** — no API keys to manage. You sign in with your Summit53 account and scoped tokens are issued automatically.
+
+### Claude.ai (Web)
+
+1. Go to **Settings > Connectors**
+2. Click **Add custom connector**
+3. Enter Name: `Summit53` and URL: `https://api.summit53.io/mcp`
+4. Click Save, then **Configure**
+5. Complete OAuth sign-in with your Summit53 credentials
+
+### Claude Desktop / Claude Code
+
+Uses `mcp-remote` to bridge stdio to the hosted OAuth server:
+
+```json
+{
+  "mcpServers": {
+    "summit53": {
+      "command": "npx",
+      "args": [
+        "mcp-remote",
+        "https://api.summit53.io/mcp/"
+      ]
+    }
+  }
+}
+```
+
+On first run, a browser window opens for OAuth sign-in. Tokens are cached locally and refresh automatically.
+
+**Config file locations:**
+- macOS: `~/Library/Application Support/Claude/claude_desktop_config.json`
+- Windows: `%APPDATA%\Claude\claude_desktop_config.json`
+- Linux: `~/.config/Claude/claude_desktop_config.json`
+
+### ChatGPT
+
+1. Go to **Settings > Apps**
+2. Click **Add app** and search for Summit53
+3. Enter server URL: `https://api.summit53.io/mcp`
+4. Authorize via OAuth with your Summit53 account
+
+### Cursor / Windsurf
+
+Use the same `mcp-remote` proxy command in your client's MCP configuration:
+
+```json
+{
+  "mcpServers": {
+    "summit53": {
+      "command": "npx",
+      "args": ["mcp-remote", "https://api.summit53.io/mcp/"]
+    }
+  }
+}
+```
+
+## What Can You Do?
+
+Ask your AI assistant questions like:
+
+| Category | Example Prompts |
+|----------|----------------|
+| **Search** | "Show me all deals over $50k" · "Find accounts in the technology industry" |
+| **Pipeline Risk** | "What deals are at risk?" · "Show me the risk heatmap" |
+| **Forecasting** | "What's our forecast confidence this quarter?" · "What's our current ARR?" |
+| **Qualification** | "Run MEDDPIC analysis on deal 15" · "What's the BANT score for opportunity 7?" |
+| **Activity** | "Which accounts haven't been touched in 30 days?" · "What's my weekly action plan?" |
+| **Outreach** | "Show me outreach leads for Globex" · "Enroll leads 11 and 12 in sequence 7" |
+| **Value Tracking** | "How is Acme Corp tracking on value delivery?" · "Show the value contract for deal 15" |
+| **Team** | "How is my team doing on their weekly plans?" · "Show team activities for last week" |
+
+## All 48 Tools
+
+### Search (3 tools)
+- `get_opportunity` — Full deal details by ID
+- `search_opportunities` — Filter deals by name, stage, account, value
+- `search_accounts` — Filter accounts by name, industry, owner, revenue
+
+### Account Intelligence (3 tools)
+- `account_intelligence_summary` — Health scores, risk accounts, expansion candidates
+- `account_execution_health` — Execution health score for a specific account
+- `opportunity_framework_summary` — MEDDPIC/BANT/SPICED qualification scores
+
+### Pipeline & Risk (4 tools)
+- `pipeline_risk_summary` — Risk analysis with confidence metrics
+- `risk_heatmap` — Deal-level risk heatmap with scores and factors
+- `deal_drag_summary` — Stalled deals, waste scores, risk distribution
+- `deal_drag_dashboard` — Paginated deal drag with filters
+
+### Forecasting (4 tools)
+- `forecast_confidence` — Confidence scores, rep performance, velocity, quota coverage
+- `arr_growth_analytics` — ARR, NRR, growth stage classification, trends
+- `arr_growth_narrative` — AI-generated ARR narrative with recommendations
+- `unified_forecast_summary` — Executive forecast: pipeline coverage, revenue at risk
+
+### Activity (3 tools)
+- `activity_gaps` — Accounts not touched in N days
+- `weekly_action_plan` — Prioritized weekly tasks with risk summaries
+- `team_action_plan` — Team-wide completion rates and flagged deals
+
+### Research (1 tool)
+- `external_account_research` — Queue async web/news research for an account
+
+### Notes & Activities (5 tools)
+- `get_opportunity_notes_summary` — AI-generated notes summary
+- `rebuild_opportunity_notes_summary` — Regenerate notes summary
+- `get_opportunity_activities` — All activities (calls, emails, meetings, notes)
+- `get_opportunity_notes` — All notes on a deal
+- `create_opportunity_note` — Add a note (triggers async summary update)
+
+### Outreach (13 tools)
+- `search_outreach_leads` — Filter leads by query, status, owner, list
+- `list_outreach_sequences` — All sequences with metadata
+- `get_outreach_sequence` — Sequence details including steps
+- `enroll_outreach_leads_in_sequence` — Enroll leads into sequences
+- `process_outreach_due_steps` — Trigger due-step processing
+- `resolve_outreach_manual_step` — Complete/skip manual steps
+- `convert_outreach_lead` — Convert lead to CRM account/contact/opportunity
+- `list_outreach_starter_templates` — Predefined sequence templates
+- `get_outreach_lead` — Full lead details
+- `update_outreach_lead` — Update lead fields
+- `list_outreach_lead_lists` — Lead lists with counts
+- `bulk_upsert_outreach_leads` — Create/update up to 200 leads with dedup
+- `outreach_funnel_summary` — Funnel breakdown by status, stage, fit, engagement
+
+### Value Impact (11 tools)
+- `get_value_impact_card` — Fulfillment score, expansion readiness, evidence confidence
+- `get_value_contract` — Promised outcomes for an opportunity
+- `list_impact_entries` — Post-sale impact evidence for a contract
+- `list_account_contracts` — All contracts with dates, ARR, status
+- `create_impact_entry` — Add manual impact evidence
+- `update_impact_entry` — Update impact entry fields
+- `delete_impact_entry` — Remove an impact entry
+- `update_account_contract` — Update contract dates, ARR, term
+- `set_primary_contract` — Set primary contract for an account
+- `generate_value_contract` — AI-generate value contract from deal notes
+- `run_value_impact_pipeline` — Full pipeline: contracts, generation, evidence extraction
+
+### Discovery (1 tool)
+- `list_available_tools` — Discover all tools, optionally filtered by category
+
+## Authentication
+
+Summit53 uses **OAuth 2.0** for all MCP connections. No API keys to generate or rotate.
+
+- Sign in with your Summit53 account credentials during setup
+- Scoped tokens are issued automatically (`crm:read`, `pipeline:read`, `revenue:read`, `actions:read`)
+- Tokens expire after 1 year and can be revoked from your admin panel at `/admin/integrations/mcp`
+- OAuth discovery: `https://api.summit53.io/.well-known/oauth-authorization-server`
+
+For stdio-based clients (Claude Desktop, Cursor, Windsurf), the `mcp-remote` package handles the OAuth flow — a browser window opens on first run, and tokens are cached locally.
+
+## Architecture
+
+- **Transport**: Streamable HTTP (Cloud Run compatible, no WebSocket required)
+- **Rate Limiting**: 100 calls/min global, 30/min per tool (Redis-backed sliding window)
+- **Caching**: Redis-backed with per-tool TTLs (5-15 minutes)
+- **Metrics**: Built-in usage tracking per tool, per org
+- **Hosting**: Google Cloud Run (stateless, auto-scaling)
+
+## Getting Started
+
+1. Sign up at [summit53.io](https://summit53.io)
+2. Add Summit53 to your MCP client (see Quick Start above)
+3. Authenticate via OAuth when prompted
+4. Start asking your AI assistant about your pipeline
+
+## Support
+
+- Documentation: [summit53.com/docs](https://www.summit53.com/docs)
+- Email: support@summit53.io
+- Issues: [github.com/summit53/mcp-server/issues](https://github.com/summit53/mcp-server/issues)
+
+## License
+
+Proprietary. See [summit53.io/terms](https://summit53.io/terms) for details.

package/bin/cli.mjs

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+#!/usr/bin/env node
+
+/**
+ * Summit53 MCP Server — thin mcp-remote wrapper
+ *
+ * This package is a convenience wrapper around mcp-remote that connects
+ * MCP clients to the hosted Summit53 MCP server via OAuth 2.0.
+ *
+ * On first run, a browser window opens for OAuth sign-in with your
+ * Summit53 account. Tokens are cached locally and refresh automatically.
+ *
+ * Usage:
+ *   npx @summit53/mcp-server
+ *
+ * Or in your MCP client config:
+ *   {
+ *     "mcpServers": {
+ *       "summit53": {
+ *         "command": "npx",
+ *         "args": ["@summit53/mcp-server"]
+ *       }
+ *     }
+ *   }
+ *
+ * This is equivalent to:
+ *   npx mcp-remote https://api.summit53.io/mcp/
+ */
+
+import { spawn } from "child_process";
+import { fileURLToPath } from "url";
+
+const SUMMIT53_URL = process.env.SUMMIT53_URL || "https://api.summit53.io/mcp/";
+
+// Delegate to mcp-remote, passing through stdio
+const child = spawn(
+  "npx",
+  ["mcp-remote", SUMMIT53_URL],
+  {
+    stdio: "inherit",
+    env: process.env,
+    shell: true,
+  }
+);
+
+child.on("error", (err) => {
+  console.error("Failed to start mcp-remote:", err.message);
+  console.error("\nMake sure mcp-remote is available: npx mcp-remote --help");
+  process.exit(1);
+});
+
+child.on("exit", (code) => {
+  process.exit(code ?? 0);
+});

package/package.json

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+{
+  "name": "@summit53/mcp-server",
+  "version": "1.0.0",
+  "description": "Summit53 CRM — 48 revenue intelligence tools for AI assistants via MCP. Search deals, forecast revenue, analyze pipeline risk, manage outreach, and track value delivery.",
+  "keywords": [
+    "mcp",
+    "model-context-protocol",
+    "crm",
+    "sales",
+    "revenue-intelligence",
+    "pipeline",
+    "forecast",
+    "meddpic",
+    "outreach",
+    "ai-tools",
+    "claude",
+    "cursor",
+    "windsurf"
+  ],
+  "author": {
+    "name": "Summit53",
+    "email": "support@summit53.io",
+    "url": "https://summit53.io"
+  },
+  "license": "SEE LICENSE IN LICENSE",
+  "homepage": "https://summit53.io/integrations/mcp",
+  "repository": {
+    "type": "git",
+    "url": "https://github.com/summit53/mcp-server"
+  },
+  "bugs": {
+    "url": "https://github.com/summit53/mcp-server/issues"
+  },
+  "bin": {
+    "summit53-mcp-server": "bin/cli.mjs"
+  },
+  "type": "module",
+  "files": [
+    "bin/",
+    "README.md",
+    "server.json",
+    "LICENSE"
+  ],
+  "engines": {
+    "node": ">=18.0.0"
+  },
+  "dependencies": {
+    "mcp-remote": "^0.1.0"
+  }
+}

package/server.json

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+{
+  "name": "io.summit53.mcp-server",
+  "display_name": "Summit53 CRM",
+  "description": "Revenue intelligence MCP server with 48 tools for AI-powered CRM workflows. Search deals, forecast revenue, analyze pipeline risk, run MEDDPIC scoring, manage outreach sequences, and track value delivery — all from your AI assistant.",
+  "version": "1.0.0",
+  "author": {
+    "name": "Summit53",
+    "url": "https://summit53.io",
+    "email": "support@summit53.io"
+  },
+  "repository": {
+    "type": "git",
+    "url": "https://github.com/summit53/mcp-server"
+  },
+  "homepage": "https://summit53.io/integrations/mcp",
+  "documentation": "https://www.summit53.com/docs",
+  "transport": {
+    "type": "streamable-http",
+    "url": "https://api.summit53.io/mcp"
+  },
+  "authentication": {
+    "type": "oauth2",
+    "discovery_url": "https://api.summit53.io/.well-known/oauth-authorization-server",
+    "authorization_url": "https://api.summit53.io/oauth/authorize/",
+    "token_url": "https://api.summit53.io/oauth/token/",
+    "scopes": [
+      "crm:read",
+      "pipeline:read",
+      "revenue:read",
+      "actions:read"
+    ],
+    "note": "OAuth 2.0 only — no API keys. Tokens expire after 1 year."
+  },
+  "categories": [
+    "CRM",
+    "Sales",
+    "Revenue Intelligence",
+    "Pipeline Management",
+    "Forecasting",
+    "Outreach"
+  ],
+  "tags": [
+    "crm",
+    "sales",
+    "revenue",
+    "pipeline",
+    "forecast",
+    "meddpic",
+    "outreach",
+    "deal-management",
+    "account-intelligence",
+    "value-impact"
+  ],
+  "tools_count": 48,
+  "tool_categories": {
+    "Search": ["get_opportunity", "search_opportunities", "search_accounts"],
+    "Account Intelligence": ["account_intelligence_summary", "account_execution_health", "opportunity_framework_summary"],
+    "Pipeline & Risk": ["pipeline_risk_summary", "risk_heatmap", "deal_drag_summary", "deal_drag_dashboard"],
+    "Forecasting": ["forecast_confidence", "arr_growth_analytics", "arr_growth_narrative", "unified_forecast_summary"],
+    "Activity": ["activity_gaps", "weekly_action_plan", "team_action_plan"],
+    "Research": ["external_account_research"],
+    "Notes & Activities": ["get_opportunity_notes_summary", "rebuild_opportunity_notes_summary", "get_opportunity_activities", "get_opportunity_notes", "create_opportunity_note"],
+    "Outreach": ["search_outreach_leads", "list_outreach_sequences", "get_outreach_sequence", "enroll_outreach_leads_in_sequence", "process_outreach_due_steps", "resolve_outreach_manual_step", "convert_outreach_lead", "list_outreach_starter_templates", "get_outreach_lead", "update_outreach_lead", "list_outreach_lead_lists", "bulk_upsert_outreach_leads", "outreach_funnel_summary"],
+    "Value Impact": ["get_value_impact_card", "get_value_contract", "list_impact_entries", "list_account_contracts", "create_impact_entry", "update_impact_entry", "delete_impact_entry", "update_account_contract", "set_primary_contract", "generate_value_contract", "run_value_impact_pipeline"]
+  },
+  "supported_clients": [
+    "Claude Desktop",
+    "Claude.ai",
+    "Cursor",
+    "Windsurf",
+    "Claude Code",
+    "Codex",
+    "Any MCP-compatible client"
+  ],
+  "license": "Proprietary",
+  "pricing": "Free tier available. See https://summit53.io/pricing"
+}