Review the Salesforce pipeline
Connect Salesforce's read-only hosted MCP server and prepare a weekly review of stalled, slipping, and unowned opportunities.
The Salesforce pipeline review template reviews open opportunities
closing within a reporting window, with their accounts, owners, stages,
amounts, and recent activity, and flags opportunities with no recent
activity, missing next steps, or close dates that have slipped, proposing an
owner and next action for each with the record cited. It follows the revops
marketing skill: measure movement, flag operational gaps, cite records, and
assign the next human action without editing the CRM.
Enable and connect Salesforce
Salesforce authorizes through login.salesforce.com with an External Client
App using PKCE and offers no open dynamic client registration, so an operator
must configure SALESFORCE_MCP_OAUTH_CLIENT_ID and
SALESFORCE_MCP_OAUTH_CLIENT_SECRET before enabling
MANAGED_MCP_SALESFORCE_ENABLED, and each connecting org must allow that app.
Then connect the Salesforce card and sign in to your production org. Work on
Repeat requests mcp_api and refresh_token and targets Salesforce's
read-only standard hosted server,
https://api.salesforce.com/platform/mcp/v1/sobject-reads, generally
available since April 2026. Access follows your profile, permission sets, and
sharing rules. Sandbox orgs use a separate …/sandbox/sobject-reads server
that is not offered yet.
Set the variables
| Key | Example | Why it is a variable |
|---|---|---|
reportingWindow | this fiscal quarter | The close-date window follows your forecast cadence. |
stalenessDays | 14 | What counts as stalled depends on your sales cycle. |
Reference them in the instructions as {{reportingWindow}}, {{stalenessDays}}.
Current beta boundary
Salesforce is connection-only until exact authenticated tool schemas are captured and reviewed, so the packaged routine ships as a preview. The server exposes only sObject reads, and after review the first manifest should stay with opportunity, account, contact, and activity reads; creating, updating, converting, and deleting records are not offered by this server and must stay that way.
Recovery
If authorization expires or is revoked, the connection moves to
reauthorization_required; reconnect the same card to update it in place.
A Salesforce admin can also revoke the app's sessions from Setup, which has
the same effect.
Brief meeting prep from Google Calendar
Connect Google Calendar read-only and prepare an evening brief for the next business day's external meetings.
Review revenue and cash with Xero
Connect Xero with accounting read scopes and prepare a monthly review of profit and loss, the balance sheet, and overdue invoices.