Salesforce Sales Pipeline Management

naftiko: "1.0.0-alpha1"

info:
  label: "Salesforce Sales Pipeline Management"
  description: >-
    Unified workflow capability for managing the full sales pipeline in Salesforce
    Sales Cloud. Combines REST API access to accounts, contacts, leads,
    opportunities, and activities with analytics for pipeline reporting.
    Designed for sales operations teams and AI assistants managing deal flow.
  tags:
    - Salesforce
    - Sales Cloud
    - CRM
    - Sales Pipeline
    - Opportunities
    - Accounts
    - Leads
  created: "2026-05-02"
  modified: "2026-05-02"

binds:
  - namespace: env
    keys:
      SALESFORCE_ACCESS_TOKEN: SALESFORCE_ACCESS_TOKEN

capability:
  consumes:
    - import: salesforce-sales-rest
      location: ./shared/sales-cloud-rest-api.yaml
    - import: salesforce-analytics
      location: ./shared/sales-cloud-analytics-api.yaml

  exposes:
    - type: rest
      port: 8080
      namespace: sales-pipeline-api
      description: "Unified REST API for Salesforce sales pipeline management."
      resources:
        - path: /v1/accounts
          name: accounts
          description: "Account management"
          operations:
            - method: POST
              name: create-account
              description: "Create a new account record"
              call: "salesforce-sales-rest.create-sobject-record"
              with:
                sObjectName: "Account"
              outputParameters:
                - type: object
                  mapping: "$."
        - path: /v1/accounts/{id}
          name: account
          description: "Individual account operations"
          operations:
            - method: GET
              name: get-account
              description: "Get an account record"
              call: "salesforce-sales-rest.get-sobject-record"
              with:
                sObjectName: "Account"
                id: "rest.id"
              outputParameters:
                - type: object
                  mapping: "$."
            - method: PATCH
              name: update-account
              description: "Update an account record"
              call: "salesforce-sales-rest.update-sobject-record"
              with:
                sObjectName: "Account"
                id: "rest.id"
              outputParameters:
                - type: object
                  mapping: "$."
        - path: /v1/contacts
          name: contacts
          description: "Contact management"
          operations:
            - method: POST
              name: create-contact
              description: "Create a new contact record"
              call: "salesforce-sales-rest.create-sobject-record"
              with:
                sObjectName: "Contact"
              outputParameters:
                - type: object
                  mapping: "$."
        - path: /v1/contacts/{id}
          name: contact
          description: "Individual contact operations"
          operations:
            - method: GET
              name: get-contact
              description: "Get a contact record"
              call: "salesforce-sales-rest.get-sobject-record"
              with:
                sObjectName: "Contact"
                id: "rest.id"
              outputParameters:
                - type: object
                  mapping: "$."
        - path: /v1/leads
          name: leads
          description: "Lead management"
          operations:
            - method: POST
              name: create-lead
              description: "Create a new lead record"
              call: "salesforce-sales-rest.create-sobject-record"
              with:
                sObjectName: "Lead"
              outputParameters:
                - type: object
                  mapping: "$."
        - path: /v1/leads/{id}
          name: lead
          description: "Individual lead operations"
          operations:
            - method: GET
              name: get-lead
              description: "Get a lead record"
              call: "salesforce-sales-rest.get-sobject-record"
              with:
                sObjectName: "Lead"
                id: "rest.id"
              outputParameters:
                - type: object
                  mapping: "$."
        - path: /v1/opportunities
          name: opportunities
          description: "Opportunity management"
          operations:
            - method: POST
              name: create-opportunity
              description: "Create a new opportunity"
              call: "salesforce-sales-rest.create-sobject-record"
              with:
                sObjectName: "Opportunity"
              outputParameters:
                - type: object
                  mapping: "$."
        - path: /v1/opportunities/{id}
          name: opportunity
          description: "Individual opportunity operations"
          operations:
            - method: GET
              name: get-opportunity
              description: "Get an opportunity record"
              call: "salesforce-sales-rest.get-sobject-record"
              with:
                sObjectName: "Opportunity"
                id: "rest.id"
              outputParameters:
                - type: object
                  mapping: "$."
            - method: PATCH
              name: update-opportunity
              description: "Update an opportunity"
              call: "salesforce-sales-rest.update-sobject-record"
              with:
                sObjectName: "Opportunity"
                id: "rest.id"
              outputParameters:
                - type: object
                  mapping: "$."
        - path: /v1/query
          name: soql-query
          description: "SOQL query for advanced data access"
          operations:
            - method: GET
              name: query
              description: "Execute a SOQL query"
              call: "salesforce-sales-rest.soql-query"
              with:
                q: "rest.q"
              outputParameters:
                - type: object
                  mapping: "$."
        - path: /v1/reports
          name: reports
          description: "Sales reports"
          operations:
            - method: GET
              name: list-reports
              description: "List available sales reports"
              call: "salesforce-analytics.list-reports"
              outputParameters:
                - type: object
                  mapping: "$."
        - path: /v1/reports/{reportId}/run
          name: report-execution
          description: "Report execution"
          operations:
            - method: POST
              name: run-report
              description: "Execute a sales report"
              call: "salesforce-analytics.run-report"
              with:
                reportId: "rest.reportId"
              outputParameters:
                - type: object
                  mapping: "$."

    - type: mcp
      port: 9090
      namespace: sales-pipeline-mcp
      transport: http
      description: "MCP server for AI-assisted sales pipeline management in Salesforce."
      tools:
        - name: get-account
          description: "Get a Salesforce Account record by ID"
          hints:
            readOnly: true
            idempotent: true
          call: "salesforce-sales-rest.get-sobject-record"
          with:
            sObjectName: "Account"
            id: "tools.id"
          outputParameters:
            - type: object
              mapping: "$."
        - name: create-account
          description: "Create a new Account record in Salesforce"
          hints:
            readOnly: false
            destructive: false
          call: "salesforce-sales-rest.create-sobject-record"
          with:
            sObjectName: "Account"
          outputParameters:
            - type: object
              mapping: "$."
        - name: update-account
          description: "Update an existing Account record"
          hints:
            readOnly: false
            idempotent: true
          call: "salesforce-sales-rest.update-sobject-record"
          with:
            sObjectName: "Account"
            id: "tools.id"
          outputParameters:
            - type: object
              mapping: "$."
        - name: get-contact
          description: "Get a Salesforce Contact record by ID"
          hints:
            readOnly: true
            idempotent: true
          call: "salesforce-sales-rest.get-sobject-record"
          with:
            sObjectName: "Contact"
            id: "tools.id"
          outputParameters:
            - type: object
              mapping: "$."
        - name: create-contact
          description: "Create a new Contact record in Salesforce"
          hints:
            readOnly: false
            destructive: false
          call: "salesforce-sales-rest.create-sobject-record"
          with:
            sObjectName: "Contact"
          outputParameters:
            - type: object
              mapping: "$."
        - name: get-lead
          description: "Get a Salesforce Lead record by ID"
          hints:
            readOnly: true
            idempotent: true
          call: "salesforce-sales-rest.get-sobject-record"
          with:
            sObjectName: "Lead"
            id: "tools.id"
          outputParameters:
            - type: object
              mapping: "$."
        - name: create-lead
          description: "Create a new Lead record in Salesforce"
          hints:
            readOnly: false
            destructive: false
          call: "salesforce-sales-rest.create-sobject-record"
          with:
            sObjectName: "Lead"
          outputParameters:
            - type: object
              mapping: "$."
        - name: get-opportunity
          description: "Get a Salesforce Opportunity record by ID"
          hints:
            readOnly: true
            idempotent: true
          call: "salesforce-sales-rest.get-sobject-record"
          with:
            sObjectName: "Opportunity"
            id: "tools.id"
          outputParameters:
            - type: object
              mapping: "$."
        - name: create-opportunity
          description: "Create a new Opportunity record in Salesforce"
          hints:
            readOnly: false
            destructive: false
          call: "salesforce-sales-rest.create-sobject-record"
          with:
            sObjectName: "Opportunity"
          outputParameters:
            - type: object
              mapping: "$."
        - name: update-opportunity
          description: "Update an existing Opportunity (stage, amount, close date)"
          hints:
            readOnly: false
            idempotent: true
          call: "salesforce-sales-rest.update-sobject-record"
          with:
            sObjectName: "Opportunity"
            id: "tools.id"
          outputParameters:
            - type: object
              mapping: "$."
        - name: soql-query
          description: "Execute a SOQL query to retrieve CRM records with custom filters"
          hints:
            readOnly: true
            idempotent: true
            openWorld: true
          call: "salesforce-sales-rest.soql-query"
          with:
            q: "tools.q"
          outputParameters:
            - type: object
              mapping: "$."
        - name: sosl-search
          description: "Search across Salesforce objects using SOSL"
          hints:
            readOnly: true
            idempotent: true
          call: "salesforce-sales-rest.sosl-search"
          with:
            q: "tools.q"
          outputParameters:
            - type: object
              mapping: "$."
        - name: get-org-api-limits
          description: "Get current API usage and limits for the Salesforce org"
          hints:
            readOnly: true
            idempotent: true
          call: "salesforce-sales-rest.get-org-limits"
          outputParameters:
            - type: object
              mapping: "$."
        - name: list-sales-reports
          description: "List available Salesforce reports for sales analytics"
          hints:
            readOnly: true
            idempotent: true
            openWorld: true
          call: "salesforce-analytics.list-reports"
          outputParameters:
            - type: object
              mapping: "$."
        - name: run-sales-report
          description: "Execute a Salesforce report and retrieve results for pipeline analysis"
          hints:
            readOnly: true
            idempotent: false
          call: "salesforce-analytics.run-report"
          with:
            reportId: "tools.reportId"
          outputParameters:
            - type: object
              mapping: "$."
        - name: list-dashboards
          description: "List available Salesforce dashboards"
          hints:
            readOnly: true
            idempotent: true
          call: "salesforce-analytics.list-dashboards"
          outputParameters:
            - type: object
              mapping: "$."